Featured

Humanize your digital selling experience: ClientPoint Cloud

September 14, 2020
10 Minute Read

ClientPoint Cloud keeps all of your proposal content, marketing materials, agreements, and other business assets all in one place, to safely store and provide easy access for you and your team. 

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 with the ClientPoint Cloud.

CLIENTPOINT CLOUD

STORE

The ClientPoint cloud is like your computer desktop and your web browser's bookmarks, all in one. You can save all of your important weblinks, videos, powerpoint presentations, excel sheets, word docs, PDF files, images, and so much more, in your content library. 

ORGANIZE

Your ClientPoint cloud can be organized with folders and subfolders, named and adjusted by you. Keep them secure or even private, by limiting your team's access to them. If you want your Customer service department to only have access to their documents and other media, you can easily set it as such, and be confident that they're grabbing only the most important content for their ClientPoint's.

UTILIZE

The best part about the ClientPoint cloud? Once you're ready to create a ClientPoint for your team or clients, you'll be able to seamlessly grab everything you need and pull it into your ClientPoint. The building page of this process, splits your screen, with the cloud on the left and your ClientPoint on the left, so you're able to organize as you go. You'll never spend hours looking for a document, again!

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

Related Readings

Featured

Humanize your digital selling experience with ClientPoint

ClientPoint is best known for taking the proposal process from chaos to clarity through a dynamic digital selling experience, but did you know that . . .
Read More
Featured

Humanize your digital selling experience: ClientPoint E-Sign

In a digital selling environment, it's now more important than ever to offer an easy signing experience for your clients. ClientPoint E-Sign . . .
Read More
Featured

Humanize your digital selling experience: ClientPoint Proposal & Document Automation

Whether you're sending your prospects marketing material, your new clients a contract to sign, or your team of employees important HR documents, do . . .
Read More