Vortex Aquatic Structures International
"980% Decrease in time spent creating proposals, from 8 hours to just 10 minutes!"
To create business proposals to win new clients, the sales team at Vortex would manually create their business proposals by writing and compiling many different documents. Some of these documents were templates while others were written from scratch.
The problems and frustrations caused by using this manual system are as follows:
The CEO of Vortex, Stephen Hamelin, decided that their current system for creating business proposals was too time intensive and inconsistent. Stephen wanted a proposal creation system that would automate much of their business proposal creation process while at the same time making their proposals consistent, accurate, and visually attractive for their brand image. He also wanted a solution that would work seamlessly with their CRM, salesforce.com.
After reviewing different business proposal creation software vendors, Vortex chose ClientPoint as their platform gave them the most flexibility in how their business proposals could be created, tracked, and managed. And, ClientPoint was able to connect to the Salesforce.com CRM system used by Vortex.
ClientPoint worked with Vortex to build custom business proposal templates that matched their exact business needs. ClientPoint then trained the Vortex sales teams how to use the ClientPoint system to create, track, and manage all of their business proposals.
"We get great feedback about our proposals from our prospects and clients.They enjoy the personalized videos that we include in our proposals, and they like that are proposals are visually attractive, interactive, digital, and high tech."