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

Manage Contract Chaos with Deltek Costpoint CRM
Reduce your risks and costs, and improve communication and visibility with Costpoint CRM Contract Data Management. All the terms and conditions of the contract are at your fingertips – contract values, modification values, standard clauses, special provisions and contract types. No more manually searching and reporting across business programs and business units. With Costpoint CRM you can store, manage and search all procurement documents throughout the project lifecycle – and easily communicate critical information.

With Costpoint CRM you can store, manage and search all documents throughout the life of the opportunities – from contact to contract closeout – and easily communicate critical information.

Feature Benefit Gain Visibility Improve visibility across all business areas with Costpoint CRM. Easily communicate contract information and modifications. Workflow enables process automation, alerting and tracking of open issues and revisions during the life of the contract. Capture Critical Information Use Costpoint CRM to capture key data points on each contract, including: FAR and DFAR clauses, billing information, subcontracts, negotiations, modifications, dates, costs and financial information. Back Office Integration Costpoint CRM Contract Management integrates with back office finance and accounting applications, including both Deltek GCS and Costpoint. Improve Communication Remove common bottlenecks that are barriers to communicating and delay the revenue-generating process. Increase revenue by providing valuable data to business development to help them manage ongoing relationships, track for re-compete purposes and use the information to capture additional opportunities. Improve communication across the enterprise by using the same terminology. Consolidating data into one source, as well as integrating with your Costpoint, GCS or other back office application, means everyone is seeing the same, accurate data. Reduce Costs Reduce contract cycle time and errors with Costpoint CRM. When you automate processes and tracking using workflow you are able to reduce duplicate work efforts and errors. Touch points are minimized and versions are controlled and tracked easily. Enforce Corporate Governance Standardize corporate governance on one tool across the enterprise from opportunity to contract close out. Streamline your business process to effectively meet contract obligations and institutionalize best practices. Improve Risk Mitigation and Management With Costpoint CRM, you can minimize risk and manage it in the front end by monitoring contract performance and risk indicators. By monitoring contracts across business units – from both a revenue generating and contract governance perspective – you can manage the financial implications and catch issues early to minimize impact. Report on contract data and performance to give a more complete pipeline picture. Reporting Standardize reporting templates and terminology for DCAA Contract Briefs, OCI reports, CAS reports, Contract Briefs and Teaming Agreements. With Costpoint CRM, you can receive automatic notifications on key, pre-determined dates, to alert you about percentage of funding expanded, 30, 60, 90 day notifications of a contract ending and contract closeouts.

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