Like many sales and marketing leaders, I’m always trying to find ways to realize greater productivity from my team. When team members are happy and engaged and have the tools to do their jobs, they are typically more productive, and that can translate to more growth and revenue for the company.
One particular challenge my company addressed is our approach to proposals. The range of security services we provide, even to a single client, can be complex, so we needed to customize our proposals to address our prospects’ and customers’ unique needs with information that is relevant, endemic to each, and resonates a solution. When you consider that our company averages thousands of proposals annually, you can see that customization consumes a lot of time and productivity.
After an in-depth review of the features ClientPoint offers, I was convinced that it could make our sales process much easier and more time efficient and thus free our team to spend more time actively selling. Here are the results we’ve seen so far based on our partnership with ClientPoint:
One of the most beneficial parts of this experience was the rollout, which took only a matter of weeks to implement. The timeliness helped our salespeople get away from their laptops and in front of more customers.
Using ClientPoint has enabled our team to create many more proposals in less time and with more engaging results. Because we can provide information to clients and prospects much faster and home in with precision to address the client’s key concerns, we've also been able to shorten sales cycles. This has placed time – a valuable commodity – back in the sales team’s hands and enhanced productivity. Because going paperless has been efficient for the team, our group is able to spend more time cultivating opportunities, which ultimately lead to a 150 percent increase in proposal opportunities.