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

Humanize your digital selling experience: Communications

February 6, 2024

In a digital selling environment, it has never been more necessary to create an easy way to communicate with your prospects, clients, and teams.

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 dive into just one of the ways ClientPoint humanizes your digital selling environment and helps you communicate better

COMMUNICATIONS

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.

 

COMMUNICATIONS USE CASE

Instead of emailing your prospects, clients, or team of employees an email with documents attached and a link to your meeting, you could send it all in just one ClientPoint link. With encompassing everything in one place, you can avoid confusion for them and end your curiosity if they're viewing essential documents before your meeting starts!

We're going to take a look at Glen's ClientPoint our SR. Sales Executive, who utilizes a ClientPoint to create an incredibly organized digital experience for his recipients.

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.

INTRO VIDEO

Providing an intro video is like writing out an email, but obviously, it's a way better experience for the recipients. You can say a quick hello and thank you, give a brief summary of what to expect in the meeting, and even, explain some of the documents you have in your ClientPoint that's recommended to review. You can even get creative and make it personal with your kid or pet int he video, or if needed, you can explain how to use the video conferencing tool you have linked.

Intro Video

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.

IMPORTANT DOCUMENTS OR WEBSITES

In your ClientPoint, you can provided important documents or websites you'd like your meeting attendees to review prior to the meeting. You can even get creative and make it personal with images of a recent trip you took or of your garden, just for fun. Or you could provide a link to an online game for your attendees to play while they wait for your meeting to start. Whatever you choose to do, a ClientPoint will keep everything in one place.

Documents Overview

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.

VIDEO CONFERENCING

Once your ClientPoint recipients have reviewed your ClientPoint and it's time to join the meeting, they'll simply click on the video conferencing link in your navigation. Their internet browser will immediately launch the meeting and join you with smiles after playing a fun game or completely prepared after reviewing the documents you provided.

Join Meeting Now

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.

Related Readings

Featured

Humanize your digital selling experience: CRM & Marketing Automation

Whether you're selling services or products, having a CRM is incredibly important to keep your contacts and deals organized. Take it the next step . . .
Read More
Featured

Humanize your digital selling experience: Scheduling

Tired of spending days trying to find the best time to schedule a meeting? Add your favorite scheduler, like Calendly or Google Calendar, to your . . .
Read More
Featured

Humanize your digital selling experience: ClientPoint Cloud

ClientPoint Cloud keeps all of your proposal content, marketing materials, agreements, and other business assets all in one place, to safely store . . .
Read More