Deltek Costpoint^® CRM
Features and Benefits

• Campaign and Lead Management
• Opportunity Management
• Account and Contact Management
• Activity Management
• Bid Decision Support
• Proposal Automation
• Contract Data Management
• Dashboard Analytics and Reporting

Build Stronger Relationships with Costpoint CRM
Building strong, lasting relationships with customers means knowing their needs and communicating with them in a positive, proactive way. Deltek Costpoint CRM gives you the ability to design effective communication and activity plans with customers, organize and optimize account and contact intelligence gained, and improve internal collaboration around your accounts. The result is well-informed sales teams with well-serviced customers – the foundation of a strong customer relationship.

Feature Benefit Account and Contact Views Get a 360-degree view of accounts and contacts with Costpoint CRM. You can quickly and easily access profiles, subsidiaries, agency information, contracts and related documents. Complete Communication History Track and analyze every call, email, promotion or letter sent to a contact. Use Costpoint CRM to determine campaign effectiveness and prevent over-calling and mismanagement of a contact. Access this information for call plan reviews and before making another call. Calendar and Activity Management With Costpoint CRM, you can easily sync your calendars and activities with Microsoft Outlook to keep critical information at your fingertips. Business Process Automation Automate business processes based on pre-defined criteria to ensure that team members are effectively coordinated and directed in their communications with accounts and contacts. With Costpoint CRM, set alerts and reminders for each team member when certain business conditions are met, such as a commitment received from a contact which sets off an alert to the capture team. Team Management Easily manage which team members interact with an account. Identify and define each team member's account involvement by their roles and skills. Data Quality Management Eliminate duplicate accounts, contacts and leads by easily merging data. Continued validation throughout data entry ensures minimal errors, and enforces business rules and policies.

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