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Deltek CRM for Vantagepoint

價格:免費

更新日期:2019-08-02

檔案大小:4.8M

目前版本:2.0.6

版本需求:Android 4.4 以上版本

官方網站:http://www.deltek.com

Email:deltekdevelopment@gmail.com

聯絡地址:2291 Wood Oak Drive Herndon, Virginia 20171-2823

Deltek CRM for Vantagepoint(圖1)-速報App

Deltek Client Relationship Management (CRM) users have access to critical client and pursuit information from their mobile device. With the Deltek CRM for Vantagepoint mobile app, teams have instant access to pursuits, firm details, contact information and activities from anywhere, at any time. Help keep all of your team members informed and turn more pursuits into projects with access to key business development intel on the go.

Features:

• Add, update and view client and contact details

Deltek CRM for Vantagepoint(圖2)-速報App

• Create and manage project pursuits (opportunities)

• Manage activities and associate them with clients, contacts and projects

• Track information unique to your business in custom fields

Deltek CRM for Vantagepoint(圖3)-速報App

• One-touch tap to make a call, send an email or view an address on a map

• Maintain all CRM security access and controls through the mobile app

• Easy and secure access to the app using a 4-digit pin

Deltek CRM for Vantagepoint(圖4)-速報App

To use the app:

• A Deltek Vantagepoint CRM user license is required.

• Contact your firm’s IT resource to obtain your firm-specific Deltek CRM mobile URL needed during set up. Note that this URL is different than the URL used in a browser.

Deltek CRM for Vantagepoint(圖5)-速報App