ClientPoint is best known for taking the proposal process from chaos to clarity through a dynamic digital selling experience, but did you know that ClientPoint also has many other powerful use cases?
From video conferencing to e-signature, ClientPoint will enable you and your team to win consistently, in a world where selling in a digital environment is an absolute must.
Let’s take a look at just some of the ways ClientPoint humanizes your digital selling environment and wins you and your team more deals.
ClientPoint Rooms is the original software-based conference room solution used around the world in board, conference, huddle, and training rooms, as well as executive offices and classrooms.
By providing your meeting link in your ClientPoint, you can easily invite and host your team or clients into a video conference. BONUS: While the attendees wait for your meeting to start and are in your ClientPoint, you can have them read important documents, watch a marketing or HR video, or even have them review notes.
If you'd like to learn more about how ClientPoint can help you communicate to your clients and team, click here to book a demo with one of our experts.
Find the perfect meeting time with super easy online appointment scheduling software from Calendly, and say goodbye to phone and email tag. It's 100% free & super easy to use.
You simply add your Calendly link into your ClientPoint and your team or clients will easily be able to book future meetings with you.
If you'd like to learn more about how ClientPoint can help you schedule with your clients and team, click here to book a demo with one of our experts.
CRM & MARKETING AUTOMATION
ClientPoint has its own CRM for those that don’t have an enterprise CRM solution. Your ClientPoint account will also integrate seamlessly with the best CRM solutions in the market. Many of our partners, such as SalesFore and Hubspot, allow ClientPoint customers to use their CRM at no cost.
If you'd like to learn more about how ClientPoint can integrate with your CRM, click here to book a demo with one of our experts.
From sales contracts and offer letters to account openings and invoices, agreements are everywhere. With ClientPoint E-sign, your clients have a seamless signing experience and you have the ability to complete contracts, approvals, and other agreements in minutes rather than days.
If you'd like to learn more about ClientPoint's E-Sign feature, click here to book a demo with one of our experts.
DOCUMENTATION AUTOMATION AND CONTENT & PROJECT MANAGEMENT
ClientPoint has robust document generation, storage and creation tools to make your sales decks, proposals, RFP’s and other content come to life.
The content library, template creation and other tools ensure that your content is always the most current version. Easily update all your partners in one step with our Content Management Platform that levels up how you feature yours and your partner solutions.
Need some help with certain areas of content creation and project management? We have our preferred partners that are experts in copywriting, explainer video creation, other content, and project management, that are here to help!
If you'd like to learn more about ClientPoint's documentation automation, or content & project management, click here to book a demo with one of our experts.
Explore more of the solution center to discover how ClientPoint’s integrated ecosystem reduces cost, reduces logins, increases overall company performance, and humanizes SaaS.