Deltek CRM for Vantagepoint
By Deltek
Deltek Client Relationship Management (CRM) customers have access to important client and pursuit data from their cellular gadget. With the Deltek CRM for Vantagepoint cell app, groups have prompt entry to pursuits, firm particulars, contact data and activities from anyplace, at any time. Help hold all of your group members knowledgeable and flip more pursuits into tasks with entry to key business development intel on the go.
Features:
Add, replace and view consumer and contact particulars
Create and manage venture pursuits (opportunities)
Manage activities and affiliate them with shoppers, contacts and tasks
• Track information distinctive to your business in custom fields
• One-touch tap to make a call, ship an email or view an handle on a map
• Maintain all CRM security access and controls through the cell app
Easy and safe entry to the app utilizing a 4-digit pin
To use the app:
A Deltek Vantagepoint CRM user license is required.
Contact your agency s IT resource to get hold of your firm-particular Deltek CRM cellular URL wanted during set up. Note that this URL is different than the URL used in a browser.
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