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Why Meg is the Future of B2B Sales: Building Trust, Closing Deals, and Elevating Relationships

AI in Business

Why Meg is the Future of B2B Sales: Building Trust, Closing Deals, and Elevating Relationships

Let’s get straight to it: If you’ve ever clicked on a chatbot hoping for help and instead found yourself stuck in an endless loop of "How can I help y...

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ClientPoint Features

ClientPoint mentioned in feature article on technology

We are proud and very honored to announce that we were mentioned in a fantastic cover story article at JewishJournal.com...

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ClientPoint Features

Get Analytic with Your Sales Process

Analytical marketing is not very common in small and medium size enterprises in the business-to-business sector. As such...

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ClientPoint Features

Leverage Your Website

Add your actual website into the proposal table of contents & keep the viewer engaged within the ClientPoint environ...

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ClientPoint Features

Support

You need more than just software, and introducing a new way of doing things is a challenge if you are not properly suppo...

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ClientPoint Features

Word of Mouth Also Mightier than Sword

Serving to confirm the idea that word of mouth can have a profound affect on clients, a cornucopia of customer service p...

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ClientPoint Features

New Features - Better Proposal Viewing and Email

Announcing a revised, more customer friendly proposal viewer for Paperless proposal software and upgraded email. Bigger,...

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ClientPoint Features

Enhanced Email Delivery with SendGrid

Have any of your emails ever gotten caught in a spam filter? So have we, so to ensure the highest levels of proposal del...

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ClientPoint Features

Export Your Manage Screen To Excel

Sometimes you just need to bring a printed list of what you have in your pipeline. Other times you need to run reports i...

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