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Vantagepoint provides a one-stop-shop for CRM, accounting, reporting, and planning.
October 10, 2023

Vantagepoint provides a one-stop-shop for CRM, accounting, reporting, and planning.

Les Thomas | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with Deltek Vantagepoint

Currently, we use Vantagepoint almost exclusively as accounting software along with using it for timesheets. We are looking to implement it for use as a CRM system, as I have used it for in the past. Right now only those in accounting really know how the software is used as the business model of the company is somewhat different from most others in civil engineering. One of the roadblocks to using the software is resistance to change and having to learn a new system.
  • Timesheets.
  • Interconnection of data. Activities are tied to contacts, firms, employees, and projects, accessible from any of these hubs.
  • Customization of fields, tabs, and hubs is very flexible. You can create as many different customizations as necessary for your business model.
  • Reporting is very clunky and anything but intuitive.
  • Compared to Vision, Vantagepoint layouts are very cookie-cutter. The latest release allows you to create up to 5 columns, still, it is so much less customizable than Vision in look and feel.
  • Customer service is poor. If you have a question or issue you can expect it to be addressed in 2-4 weeks, minimum.
  • Software testing has been poor in the past. Too many bugs have made it through to release on things that should have easily been caught, such as certain workflows not working, etc.
  • Reporting
  • Storing project narratives and other project information
  • Timesheets
  • Expense reports
  • Provides a customizable option for many current and to-be-determined use cases.
The one-stop-shop of CRM, accounting, reporting, and planning is the biggest appeal for Vantagepoint. When you set up your system to provide a "single source of truth" it makes use of other systems impractical and obsolete. Other systems can provide a portion (CRM, accounting, planning, etc.) of what Vantagepoint offers in a single package, but very few provide the one-stop-shop Vantagepoint provides.

Do you think Deltek Vantagepoint delivers good value for the price?

Not sure

Are you happy with Deltek Vantagepoint's feature set?

Yes

Did Deltek Vantagepoint live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Deltek Vantagepoint go as expected?

I wasn't involved with the implementation phase

Would you buy Deltek Vantagepoint again?

Yes

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.