ClientPoint

Case Study

Seat King, LLC

Located in Hutchinson, KS, Seat King, LLC is one of the seating industry’s most trusted OEM manufacturers. They create seats that are eye-catching, comfortable and innovative, working specifically to cater to the needs of each customer.

Paperless Proposal

Case Study

Seat King, LLC

Located in Hutchinson, KS, Seat King, LLC is one of the seating industry’s most trusted OEM manufacturers. They create seats that are eye-catching, comfortable and innovative, working specifically to cater to the needs of each customer.

“Our sales team is creating a higher volume of proposals and winning additional new accounts using ClientPoint”

Craig Daniel

Seat King, LLC

THE SITUATION

Prior to using ClientPoint, the sales team at Seat King used a Microsoft Excel template to create their proposals. They would then save their proposals as pdf files before emailing them to prospective clients.

The problems and frustrations caused by the system were as follows:

  • They were unable to track when prospective clients opened and viewed their proposals and they did not have any type of proposal analytics to know how and when prospects were interacting with their proposals.
  • They thought their proposals looked unprofessional and did a poor job of visually representing their brand image.

THE SOLUTION

Overall, Seat King was not happy with their internal system for creating and managing proposals. They wanted a professional cloud-based proposal software solution that would create very attractive proposals while also providing robust proposal tracking and analytics tools. In their search they found ClientPoint. After participating in live demos of ClientPoint, they chose ClientPoint as their new proposal creation, tracking, and management system.Overall, Seat King was not happy with their internal system for creating and managing proposals. They wanted a professional cloud-based proposal software solution that would create very attractive proposals while also providing robust proposal tracking and analytics tools. In their search they found ClientPoint. After participating in live demos of ClientPoint, they chose ClientPoint as their new proposal creation, tracking, and management system.

ClientPoint Screen Shots

THE RESULTS

  • The proposals created by Seat King now look very professional and sophisticated, and provide an accurate reflection of the company’s brand image of high quality. The sales team at Seat King often receives compliments from their prospective clients on how great their proposals look and that they like the personalized videos and interactivity of the proposals.
  • Creating proposals is now easier and more enjoyable because of the proposal creation and automation tools, and the centralized online document library. This has encouraged the sales team to make their proposals more detailed, and they include more documents such as engineering files and personalized videos. This has improved the overall quality and depth of their proposals and is helping them win more new accounts.
  • Because creating proposals is much easier now, their sales team is creating a higher volume of proposals and sending proposals to prospective clients they may not have sent a proposal to in the past. This is leading to Seat King winning additional new accounts.
  • Seat King is now adding personalized videos to their proposals, which impresses prospective clients and is helping to shorten the sales cycle.
  • Using the ClientPoint management center for proposal tracking and analytics, Seat King can now accurately track every proposal they send to prospects. They know exactly when a prospect views their proposal, how many times the prospect viewed their proposal, and what pages the prospect spent the most time viewing. They can also track proposal win/loss conversions and revenue forecasts.

WHY CRAIG DANIEL RECOMMENDS CLIENTPOINT TO BUSINESSES

  • The proposal creation and automation tools make it very easy to create professional looking proposals. The ease of use encourages sales people to want to create proposals instead of avoiding making them.
  • We often receive compliments from prospective clients on how attractive our proposals are and that they like the personalized videos we add to our proposals. If you want to give your business a competitive advantage and have your proposals stand out among your competitors, I recommend that you create your proposals using ClientPoint.
  • Video is becoming a huge part of the sales process and being able to easily add a personalized video, or videos, to a proposal makes your company stand out. Using video impresses prospective clients and helps you win new accounts. We looked at several competing proposal software tools before choosing ClientPoint, and ClientPoint makes it a lot easier to add personalized videos to a proposal.
  • The proposal tracking and management center is great. It is beneficial to be able to see when a prospective clients views your proposal, what pages they view the most, and how much time they spend viewing specific pages. This shows you what parts of the proposal are the most important to your prospects and helps you know which items to focus on when talking with them. This gives you more control over the sale and helps your shorten your sales cycle.
  • ClientPoint has great customer service that is very easy to work with. Whenever we need something, you are always there to help us and you do it quickly.

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