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

Campaign Management
Managing marketing campaigns and tracking effectiveness can be a daunting task. Organizations need a system that integrates all lines of communication to prospects, and ties opportunities and sales back to the campaign. Deltek Costpoint CRM enables you to do all of this by automating campaigns with dynamic management tools.

Feature Benefit Market Segmentation Create tailored campaigns to target the right audience – based on demographics or distinct customer needs. Costpoint CRM gives you easy-to-use tools that help you build messages and add contacts and leads with the click of a button. Campaign Analysis Track and analyze campaigns, related advertisements, promotions and events from Costpoint CRM's campaign dashboards. Target your marketing dollars for the greatest impact and track revenue from sales to measure success. Instant Leads from Campaigns Turn prospects into leads fast by importing leads directly into Costpoint CRM and flagging the most promising leads for immediate follow-up.

Lead Management
Costpoint CRM allows you to capture, qualify and manage leads – and then retain that information when leads are converted into opportunities.

Feature Benefit Automated Intelligence Interface with Market Intelligence Services, including FedSources and INPUT, for lead generation and automatic updates of your opportunity intelligence. Government opportunities generated by FSI or INPUT can be selected for pursuit and automatically transferred to Costpoint CRM. Integration between market intelligence services and Costpoint CRM enables you to select opportunities that meet your company's customer set, core competencies and overall revenue objectives. You can load qualified opportunities into Costpoint CRM's web-based repository with a single click, for opportunity pursuit and capture. If this information changes, it will automatically update in Costpoint CRM – helping you save time entering data, validating internal intelligence and improving data integrity. Streamlined Lead Capture Whether the lead comes from your website, direct mail or a trade show, Costpoint CRM streamlines the lead capture process. Powerful import and merge capabilities allow you to bring in online or offline leads with a single click, and quickly identify duplicates and changes in contact information. Email prospecting allows reps to send personalized emails and automatically capture and track responses. Automated Lead Distribution Leads can be distributed to sales teams instantly and securely with rules that match the way YOU operate your business. Costpoint CRM's security controls guarantee that reps access only the leads they are allowed to see, while still giving you the flexibility to share them as necessary. Lead Qualification Costpoint CRM allows you to map your lead qualification processes using pre-defined criteria, turning your best leads into genuine opportunities. Unique processes are easily set up and managed intuitively for all your business units and products. And when you are ready to convert that lead into an opportunity, a single click is all it takes.

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