proposals

Proposals as easy as 1,2,3

December 5, 2019
1 Minute Read

This is for those of you who love to sell but hate creating proposals. We're going to show you that with ClientPoint, creating proposals is as easy as one, two, three.

 

1. ONE-CLICK INTEGRATION

 

Step one, with a single click, ClientPoint will pull all your prospect's data automatically into your ClientPoint proposal generator from your CRM.

 

 

 

2. SELF-CONFIGURATION

Step two, the proposal will configure itself as you select which options the prospect wants. No more manual calculations, pricing sheets, or formatting battles with Excel, Word, or Power Point. ClientPoint streamlines every aspect of even the most complex proposals, with just a few clicks. This can include complex pricing formulas, ERP integration, and more, all pre-built into your ClientPoint software.

 

3. REAL-TIME ANALYTICS

Step three, click submit and send. Once the proposal completes itself, you're able to send it to your prospect via email or text message and you'll even get notifications and analytics when your prospect is viewing your proposal in real time.

 

One of the great things about ClientPoint is that it is a live proposal experience that can be modified and will update in real time. No more having to reattach or resend proposal versions with every single edit. These are just some of the reasons why salespeople and prospects both love ClientPoint.

If you'd like to see how ClientPoint can improve your proposal process, optimize your sales pipeline, and increase your win rates by 30% or more, schedule a consultation with us today.

Related Readings

sales

How to Make Your Business Proposals Shockingly Amazing in 2016

The business environment has radically changed in the past couple of years. More and more companies are now using digital documents throughout their . . .
Read More
Blog

Learn why Enveritas Group Recommends ClientPoint for Creating Proposals

Here is a wonderful review of ClientPoint written by Aubrae Wagner, COO of the Enveritas Group, an international marketing company.
Read More
Insider

Why ClientPoint Is Your Proposal Solution

In this short animation, we walk you through why ClientPoint's proposal solution can help sales reps close 30% more deals and eliminate unnecessary . . .
Read More