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ease
features
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support

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Description

Designed exclusively for professional services firms, this solution aims to enhance productivity, foster collaboration, and drive profitability. At the core of your business are the people and the projects they handle. This is precisely why Deltek developed Vantagepoint, a robust and user-friendly platform that facilitates the management of projects from inception to completion. Deltek Vantagepoint offers a comprehensive view of your projects, consolidating client, project, and financial information into one accessible location. This integration supports the ability to make informed tactical and strategic decisions, leading to a more efficient, productive, and profitable organization. Manage all project-related data in a centralized hub, encompassing everything from pursuit and proposal stages to planning and financial oversight. Achieve visibility throughout your organization, guiding projects from their initiation to their successful completion. This platform not only provides actionable insights for better decision-making but also promotes teamwork and collaboration through a unified tool, while delivering a streamlined and intuitive user experience. Ultimately, Deltek Vantagepoint empowers your team to work smarter and more cohesively.

Description

Adopt effective strategies for capacity planning and utilization to maximize both workload efficiency and profitability. By leveraging data-driven insights, you can enhance your service operations and bolster your organization's financial stability through the use of PSA-native analytics. Focus on your customer experience by integrating professional service automation with proposal automation, knowledge management, and customer sentiment analysis. Upland PSA revolutionizes the project delivery process for service organizations, ensuring a seamless transition from initial customer engagement to sustained success. Our comprehensive software includes features for robust timesheet and expense tracking, project management, customer billing, and financial oversight, while also providing tools for proposal automation, knowledge management, and customer feedback. This holistic approach allows you to prioritize customer satisfaction and drive positive outcomes right from the outset, ensuring a strong foundation for long-term relationships.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

FMIS Asset Management
Longview Tax
Matidor
Microsoft Dynamics 365
Microsoft SharePoint
Newforma
QuickBooks Online
QuickBooks Online Advanced
SAP Concur
Sage Intacct
Salesforce
SkyStem ART
Synatic
Vergo

Integrations

FMIS Asset Management
Longview Tax
Matidor
Microsoft Dynamics 365
Microsoft SharePoint
Newforma
QuickBooks Online
QuickBooks Online Advanced
SAP Concur
Sage Intacct
Salesforce
SkyStem ART
Synatic
Vergo

Pricing Details

$30.00/month/user
Free Trial
Free Version

Pricing Details

$20 per user per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Deltek

Founded

1983

Country

United States

Website

www.deltek.com

Vendor Details

Company Name

Upland Software

Founded

2012

Country

United States

Website

uplandsoftware.com

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

ERP

Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Product Features

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Resource Management

Capacity Management
Data Visualization
Demand Forecasting
Drag & Drop
Employee Scheduling
Filtered Search
Resource Allocation
Skills Tracking
Utilization Management

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