ClientPoint allows your sales team the ability to create powerful engaging custom proposals quickly and efficiently by ensuring that they’re always working with the latest and most accurate proposal content and assets. Create all your proposals, templates, price quotes and ebrochures in one centralized library repository and pull and push information directly into your proposals or eBrochures from your CRM.
Differentiate your business and include all your office files, videos, templates, pricing quotes and multimedia ebrochures in one viewer. It’s an easy and engaging way to send all your content in one link online and viewable on all devices.
Ensure that every step of your proposal process is pain free, optimized, and as transparent as possible from creation to close. Know where the proposal is in the lifecycle process with unsent, sent, viewed, signed and downloaded proposals updated automatically based on prospect actions.
Track how clients and prospects interact with your proposals. With real time analytics and notifications you can stay connected and engaged knowing exactly what each person looked at, for how long and in the order it was viewed. Track if it was shared with or forwarded to a decision maker or competitor. Very powerful analytics to help shorten the sales cycle and customer close rates.
Use video directly in your proposal as a memorable way to illustrate your company’s capabilities and personally explain differentiators and competitive advantages thus giving an engaging experience to capture your audience’s attention and get your message across.
eSign keeps your proposal process completely online and paperless from propose to close. eSign directly within your proposal keeps your proposal, contract, and signature pages all in one place and easy to find. There is no need to fax back and forth or print. Your prospect can then download the entire proposal including the signature page. Your rep will then get an immediate email notification that the proposal has been approved.
The dashboard has been re-imagined to get you the information and proposals you want quickly. Each chart has improved filtering capabilities by rep, division, region, market, service, value and count. We have introduced trend, pipeline, status and activity reports, as well as recently accessed, viewed, and created dashboards to get you into the proposal you want faster.
Building, tracking, and managing your info has never been faster or easier because ClientPoint seamlessly integrates with popular CRM platforms including Salesforce.com, Microsoft Dynamics, Netsuite, Zoho, Base, Hubspot, Right Signature, Sertifi and Caterease.
“This is a very user friendly product and very customizable. In fact, we were told that our company does things that were never thought of by the developers. Whenever we think of something new to add, they review how that would benefit just our company, or all of their clients, and then they implement accordingly. The customer service is quick and thorough, with follow up to verify your…”
“Collaborative nature for distributed teams; ability to store and share latest versions of files; organizational abilities of system; ability to “hide” private docs; ability for clients to e-sign.”
