CRM INTEGRATION

 

ClientPoint Makes Creating, Sending, and Managing Your Business Proposals Quick and Easy With Our Seamless CRM Integration

Building, tracking, and managing your business proposals has never been faster or easier because ClientPoint seamlessly integrates with popular CRM platforms including Salesforce.com, Netsuite, Caterease, and Microsoft Dynamics.

By integrating ClientPoint with your CRM, your sales and marketing team will be able to send business proposals to anyone in your CRM as well as automatically log all proposal activity back into your CRM.

Salesforece ClientPoint Integration

SalesForce CRM Integration Tutorial

Easily Transfer your CRM data into Your Business Proposals

When a member of your team uses CRM integration with ClientPoint, he/she will be able to…

  • Select the opportunity in the CRM from ClientPoint
  • Pull the company, opportunity, and contact info into the proposal
  • Customize the proposal documents with this personalized information

Automatically Log all Proposal Activity

With ClientPoint an activity record is pushed back into your CRM whenever a proposal is…

  • Sent to a prospective client
  • Viewed by a prospective client
  • Approved by a prospective client

Each of these activities includes a link directly to your proposal giving you easy access to all proposal activity from within your CRM.

Supported CRM Applications

Salesforce CRM Integration with ClientPoint
Microsoft CRM Integration

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