We used VantagePoint to consolidate CRM and project data for pursuits, projects, clients, documents, and financials. We were happy with the way it has reduced duplicate entry into multiple systems. It was easy to learn and intuitive for users across multiple levels and departments. It has streamlined the 'pursuit of client' process.
- Consolidation of CRM
- Project data
- Project financials
- User interface could be cleaner.
- It is a bit complicated.
- It could be more focused on marketing.
It is well suited to connecting customer relationship databases and a project lifecycle. Business development people and other personnel should be able to get good use out of it in their daily jobs and functions. It is helpful to keep a record of ongoing projects and new pursuits among the team.
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.