<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=1033513893378253&amp;ev=PageView&amp;noscript=1">

Read how the Securitas USA sales team went from 3 hours per proposal to only 30 minutes, increasing sales productivity by 600%. This translated to a 25% increase in their 2015 sales over prior ye

April 4, 2016

Click here to see this case study.

Located in San Diego, CA, ClientPoint a robust cloud-based business proposal creation, tracking, and management system.
ClientPoint Business Relationship Management and Proposal Automation 888-972-7375.

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:

  • The sales team disliked the XYZ proposal creation system. It was cumbersome and difficult to use, and if a person was not an expert at using MS Word, that person would have great difficulty using the XYZ system.
  • A second problem with the XYZ system was that because it was so difficult to use, it now took sales people significantly more time to create a sales proposal using it than it took to create a proposal using the company's original in-house proposal template. This decreased the productivity of their sales people and increased frustration.
  • Because of the difficulty in using the XYZ system, nearly all of the sales people avoided using it and they went back to the old way of creating proposals.

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.


  • The Securitas North America sales team is really pleased at how fast and easy it is to create sales proposals using ClientPoint. They also like how easy it is to customize and personalize proposals. In the past it took them 2-3 hours to create a proposal. Now, with ClientPoint, it takes them less than 30 minutes. This has led to a significant increase in productivity for the Securitas sales team.
  • The sales team likes how easy it is to add personalized videos to their proposals as this makes their proposals stand out against competitors and helps them win more new business.
  • Securitas North America management is pleased at how ClientPoint has standardized their proposals, making their proposals consistent and accurate in their appearance, content, and message. No longer are sales people “doing their own thing” when creating proposals. All proposals are now consistent with a professional Brand image and message. This helps Securitas stand out from their competitors and win new business.
  • Securitas management receives great value from the robust proposal tracking,analytics, and reporting tools offered by ClientPoint in the Proposal Management Center. Bill Barthelemy, COO for Securitas North America states, “To me, your analytics and reporting tools are a real game changer for us. To be able to look at the reports and be able 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. Another thing that is quite helpful is that with your Proposal Management Center we can monitor the activity of each of our sales people to see how each person is performing and if there are any problems we need to address.”
  • Overall, Securitas says that ClientPoint gives them a strong competitive advantage in their marketplace. A proposal made on the ClientPoint system stands out because it is very attractive and it contains multi-media suchas personalized video, which makes it more of a living and breathing entity as compared to a static “cut and paste” pdf file, which is the type of proposal that most businesses send to clients. A proposal created on the ClientPoint system feels more alive and it looks like it was created and designed specifically for the client it was sent to. That makes the client feel special because it looks like you spent a lot of time working on the proposal, and that you personalized it and customized it just for them. That is impressive to a client and helps win new business.


  • “I would recommend ClientPoint to any business. It's a great product all around and the people at ClientPoint are great folks to work with. Their support is phenomenal and they work around our schedule to help us. They could not be better to work with.”


To receive a free and live demo of ClientPoint software, please call us at 888-972-7375 or contact us online at https://www.clientpoint.net/#schedule-demo?campaign-id=blog-get-a-demo.


Related Readings


How ClientPoint Business Proposal Software helped Mauzy HVAC Increase Sales by $10 Million

In the video below you will learn how ClientPoint's online business proposal software for creating, sending, tracking and managing business proposals . . .
Read More

How ClientPoint Helped to Double the Sales of an HVAC Business

ClientPoint Case Study for Mauzy Heating, Air, and Solar See this case study.
Read More

Case Study: How ClientPoint Helped Vortex Aquatic Structures International Decrease The Time They Spent Creating Business Proposals by 980%

This case study demonstrates how ClientPoint can powerfully impact your sales process. Time is money. Imagine if your sales team could shave minutes . . .
Read More