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Located in San Diego, CA, ClientPoint a robust cloud-based business proposal creation, tracking, and management system.
ABOUT THE CLIENT
Securitas USA - Securitas is the leading international company specialized in protective services based on people, technology and knowledge. The group has approximately 300,000 employees in over 60 countries worldwide. www.securitasinc.com 973-267-5300
This case study was built from an interview with Bill Barthelemy, COO for Securitas North America.
To create sales proposals, Securitas North America was first using an internal MS Word sales proposal template they created in-house. They were not satisfied with it so they switched to a commercial proposal creation system offered by a competitor of ClientPoint. For privacy we will label the competitor's system as the “XYZ system.”
According to Bill Barthelemy, COO for Securitas North America, the XYZ system was not much better than using a MS Word document and it was very cumbersome. They tried working with the XYZ system for about 18 months, but they were never satisfied with it.
The problems and frustrations caused by using this manual system are as follows:
Securitas management decided it did not make sense to continue using the XYZ system when their sales team disliked it and avoided using it. Due to all of the frustration caused by the XYZ system, the management of Securitas North America began searching for a new proposal development and management solution. After participating in several live demos of the ClientPoint business proposal creation and management system, Securitas North America decided it was a solid fit for their business needs.
ClientPoint worked with the management team at Secuitas North America to build custom business proposal templates that matched their exact business needs and brand image. ClientPoint then trained the Secuitas North America sales teams how to use the ClientPoint system to create, track, and manage all of their sales proposals.
WHY BILL BARTHELEMY, COO FOR SECURITAS NORTH AMERICA, RECOMMENDS PAPERLESS PROPOSAL TO BUSINESSES
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