The Ultimate Digital Sales Experience

Enterprise-grade proposal creation tools and live-meeting capabilities, all within a dynamic digital selling experience that takes you and your prospect from nurture to propose to close with e-signature.

How ClientPoint Works

From the moment of first contact you and your prospect come together to interact and exchange information and materials within a private relationship portal called a ClientPoint. Your relationship then grows from proposal to e-signature to onboarding, delivery, growth and ultimately renewal ... all digitally super-empowered by all your favorite SaaS tools, seamlessly integrated together by ClientPoint.

 
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How ClientPoint Works

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Easily Create and Send Content and Proposals

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Your prospect explores it securely online

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Get real-time updates on viewing activity

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eSignature takes you from Propose to Close

Close more deals faster.

ClientPoint’s intuitive selling and closing platform powerfully drives higher close rates and shorter sales cycles.
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Game changers…
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Important decks and documents at your fingertips means lightning-fast proposal preparation.
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Quickly customized online sales experiences transform how your prospects work with you.
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Rich analytics and real-time alerts help you laser-focus your interactions with prospects.
How it works

ClientPoint users have experienced…

30%
30% higher close rates
100%
up to 100% Increase in sales
95%
Up to 95% time savings in generating proposals, while reducing or eliminating costly errors
Trusted by enterprise names
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principal
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Integrates seamlessly with enterprise software
salesforce
Microsoft-CRM
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Hubspot
ZOHO
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ClientPoint is the ultimate remote sales experience.

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ClientPoint sales experiences are interactive, attractive, easy-to-use, and endlessly customizable
  • ClientPoint experiences help you land more meetings, facilitate better virtual presentations, follow up more powerfully, and close more deals.
  • Give prospects quick interactive access to everything they need, including you with live on-demand sales meetings.
  • Add marketing videos, client testimonials, personalized video messages and other multimedia from a preset library, connected drive or mobile device.
  • Use prebuilt experiences to give every rep the ability to wow their prospects.
Our sales team is happier and more motivated now because they have 65% more time to spend selling and interacting with prospects and clients.
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ClientPoint is Sales Accelerated

No matter your role, ClientPoint will make your life better.
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Sales Leaders
  • You feel the power of having your team equipped with the most impressive proposal experiences in your industry.
  • You have amazing new analytics that show you the “mind” of your prospects, which gives you more confidence in your sales forecast.
  • Your sales people are spending a lot more time selling. That helps you hit your number, faster.
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Sales Operations Leaders
  • You’re a hero because ClientPoint “just works” with your CRM, your internal databases, and your sales and marketing processes.
  • You love how ClientPoint perfectly complements your Sales Enablement solution.
  • You’re blown away that, of all the tools & systems you’ve implemented, it’s ClientPoint that drives the most impressive C-suite metrics (Shorter sales cycles, greater sales force efficiency and higher close rates).
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Marketing Professionals
  • You have constant visibility into how sales prospects consume your marketing content, which helps you discover and double down on the content that’s working, and eliminate what’s not.
  • You make your sales team look like rockstar geniuses, by giving them amazing prebuilt templates and online content experiences for their prospects (that they actually use!)
  • You feel relief (and a very satisfying heightened sense of control) in knowing that the sales team is finally using the latest version of the right marketing content, at the right time.
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Sales Representatives
  • You build proposals with a few clicks of your mouse. What took hours or days now takes minutes or even seconds! Less annoying admin work means more time making money.
  • You’ve stopped sending proposals into black holes. By constantly knowing what your prospects are reading, viewing and sharing, you finally know who you’re dealing with and what they’re thinking.
  • Your win rate goes up, and you close more deals easier and faster. Boom!

Data is power. Become Unstoppable.

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At the click of a button, know when prospects looked at your content, for how long, and who they shared it with.

 

  • Stay in the know by getting real-time notifications on prospect behavior.
  • Customize sales and proposal experiences in real time based on who’s looking at it and what they are interested in.
  • Track deals by rep or sales stage, close date, and more...(Great for coaching, strategizing, and forecasting).
“To see at a glance our activity levels by location and exactly how we are doing is extremely valuable and insightful. I also like how we can see all the way down to how much time each of our clients are spending looking at our proposals, down to the page by page level. We can monitor the activity of each of our salespeople to see how each person is performing and if there are any problems we need to address.”
Bill Barthelemy, COO, Securitas North America

Enterprise Power for businesses of all sizes

Case Study: Securitas
Securitas

“We went from 3 hours per proposal to only 30 minutes, increasing our sales productivity by 600% using Clientpoint.”

Bill Barthelemy, Securitas USA
Read Case Study
Case Study: Vortex Aquatic Structures
Vortex Aquatic Structures

"Decrease in time spent creating proposals, from 8 hours to just 10 minutes!”

Martina Madlener, Vortex Aquatic Structures International
Read Case Study
Case Study: Mauzy Heating and Air
Mauzy Heating and Air

"100% Increase in Sales from $5.7 million in 2014 to $11.4 million in 2015 using Clientpoint."

Matt Mauzy, Mauzy Heating & Air Conditioning.
Read Case Study

Schedule a brief demo.

Find out how you can leverage ClientPoint to drive higher close rates, save time, and shorten sales cycles.