CCG Webinar: Vantagepoint CRM + Proposals
Tracking relationship information throughout the engagement lifecycle can help ensure a successful outcome. CCG consultants will guide you through… READ MORE.
Tracking relationship information throughout the engagement lifecycle can help ensure a success outcome. CCG consultants will guide you through Vantagepoint Client Relationship Management (CRM) functionality for both Opportunities (Pursuit Projects) and Awarded Projects. Learn how to capture project, employee and boilerplate information for creating custom proposals and SF330s.
- Client / Contact Management
- Lead Qualification
- Opportunities / In Pursuit Project Tracking
- Activities Tracking
- Project Experience
- Employee Experience
- Company Boilerplate Experience
- Proposal / SF330 Creation
Anyone involved in marketing, business development, or providing services in these areas
Presenters: Jim Kliebhan (Senior Consultant) & Nedra Roberson (Principal Consultant)