Deltek Vantagepoint vs. Unanet CRM by Cosential

I have used Vision/Vantagepoint with 5 different companies. Where the business model is project-based it works very well. This is the rule for most AEC companies. My current organization does not really have a project-based business model as they have many, many small "projects" that never get entered into Vantagepoint as it would be time prohibitive to do so. This makes the use of the system very limited for all employees outside of accounting and unreliable for reporting pipeline and historical revenue data. This is not the fault of Deltek, however, just an observation of how it is used with my current company.

Incentivized

Great for medium and large construction companies that have a specific salesforce.

Incentivized

• Consolidation of CRM
• Project data
• Project financials

Incentivized

• Inputting of companies and leads who may become prospects.
• Creating specific opportunities for construction projects.
• Tracking opportunities through the entire sales cycle.
• Inputting detailed notes and activity by the Sales team.

Incentivized

• Customer Service
• Fraudulent Charges
• Listening to their clients

Incentivized

• The open software is somewhat difficult to master as an administrator.
• Report writing could be more intuitive.
• The company seems to cater to larger users.

Incentivized

It is ok to use; it is not the easiest to use in terms of usability and user-friendliness but it is not the worst. It still feels somewhat outdated. Many cloud options are cleaner or look more modern. But it is good enough and you should be able to get the hang of it.

Incentivized

Cosential is very intuitive for the AEC industry and has the ability to be customized for your specific needs. The reports are especially helpful, with good visual dashboards.

Incentivized

I would rate Deltek VantagePoint highly in terms of the overall support. You can receive support any time you need it and there is a representative from Deltek assigned to your account so that you can always get the help when you need it. Sometimes, they want to go more in-depth than I would like, however.

Incentivized

My original trainer / implementation specialist was fantastic. That relationship has continued, even though I have been officially handed off to the customer service side. The customer service side seems to have higher turnover than normal, but in general they are also very supportive, although not as responsive as I might like.

Incentivized

BQE Core. I think that BQE Core is definitely harder to use, and has a lot of features atleast from the users perspective that dont seem entirely neccesary. Deltek is very straight forward and easy to use.

Incentivized

Cosential is specific to the A/E industry and is the most intuitive software we found for construction.

Incentivized

• Provides a customizable option for many current and to-be-determined use cases.

Incentivized

• Allowed for common tracking by business developers in different regions.
• Helped us quantify effort.
• Provides great reports for management.

Incentivized