To create sales proposals, Securitas North America was first using a MS Word sales proposal template they created in-house. They were not satisfied with it so they switched to a commercial proposal system offered by a competitor of ClientPoint. (For confidentiality we will call that system the “XYZ system.”) The XYZ system was cumbersome and not much better than using a MS Word document. They tried working with it for about 18 months, but they were never satisfied.
The problems and frustrations caused by using this system were:
ClientPoint worked with the management team at Securitas North America to build custom business proposal templates that matched their exact business needs and brand image. ClientPoint then trained the Securitas North America sales teams how to use the ClientPoint system to create, track, and manage all their sales proposals.
"I would recommend ClientPoint to any business. It’s a great product all around and the people at ClientPoint are great folks to work with. Their support is phenomenal and they work around our schedule to help us. They could not be better to work with.”
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