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ClientPoint Features

Humanize your digital selling experience: CRM & Marketing Automation

August 21, 2020

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 further and integrate your favorite CRM with ClientPoint, to create a quick and seamless work experience, when sending out important documents.

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 wins you and your team more deals, by integrating your CRM.

CRM & MARKETING AUTOMATION

 

ClientPoint has its own CRM for those that don’t have an enterprise CRM solution. You can import all of your contacts directly into your ClientPoint account for quick access to their names, numbers, email addresses, and more. This makes for an easy experience when sending a ClientPoint to your recipients.

Your ClientPoint account will also integrate seamlessly with the best CRM solutions in the market. If you're used to working inside of your CRM, there's no need to make a major change to your processes. When you want to quickly send your clients and prospects important documents,  you'll easily be able to go from your CRM to your ClientPoint, with all of the necessary contact information.

CRM

If you'd like to learn more about how ClientPoint can help you with your CRM needs, click here to book a demo with one of our experts.

OUR PREFERRED ENTERPRISE CRM SOLUTIONS

Many of our partners allow ClientPoint customers to use their CRM at no cost. See below for our preferred enterprise CRM solutions and their benefits.

Salesforce
  • Single sign on
  • Create proposals directly from an opportunity
  • See previously created proposals right on the opportunity, account, or contact page
  • Use CRM data in your documents and calculations
  • Push activity (created, sent, viewed, signed, etc.) from ClientPoint back to the CRM
Dynamics
  • Single sign on
  • Create proposals directly from an opportunity
  • See previously created proposals right on the opportunity, account, or contact page
  • Use CRM data in your documents and calculations
  • Push activity (created, sent, viewed, signed, etc.) from ClientPoint back to the CRM
  • Support for on-premise and cloud instances
Netsuite
  • Single sign on
  • Create proposals directly from an opportunity
  • See previously created proposals right on the opportunity, account, or contact page
  • Use CRM data in your documents and calculations
Zoho
  • Single sign on
  • Create proposals directly from an opportunity
  • See previously created proposals right on the opportunity, account, or contact page
  • Use CRM data in your documents and calculations
  • Push activity (created, sent, viewed, signed, etc.) from ClientPoint back to the CRM
Zendesk Sell
  • Single sign on
  • Create proposals directly from an opportunity
  • See previously created proposals right on the opportunity, account, or contact page
  • Use CRM data in your documents and calculations
  • Push activity (created, sent, viewed, signed, etc.) from ClientPoint back to the CRM
Pipedrive
  • Create proposals directly from an opportunity
  • Use CRM data in your documents and calculations
  • Push activity (created, sent, viewed, signed, etc.) from ClientPoint back to the CRM

To learn more, click here.
Caterease
  • Single sign on
  • Create proposals directly from an event
  • See previously created proposals right on the event
  • Use event data in your documents and calculations
  • Send additional Caterease prints to ClientPoint
Marketo
  • Lead tracking
  • Lead nurturing
  • Campaign analysis
  • Search engine optimization (SEO)
  • Website personalization
  • Digital advertisements
  • CRM integration
  • Social marketing
HubSpot
  • Free integration with ClientPoint
  • Single sign-in
  • Push activity (created, sent, viewed, signed, etc.) from ClientPoint back to the CRM
  • Create proposals directly from an opportunity
  • So many amazing Marketing opportunities with Hubspot as well


If you'd like to learn more about how ClientPoint can help you with your CRM needs or would like to integrate your current CRM with our business relationship management platform please click here to book a demo with one of our experts.

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