ClientPoint For Client Care
01: Seamless Sales Handoff
Activate and onboard new clients in the same digital sales & support room where the deal was closed by your sales team. Integrate with your CRM, invoicing tools and other customer databases and systems for a true enterprise implementation.
02: Elegant Client Onboarding
Deliver a personalized one-click destination to onboard and serve every customer. Schedule and hold virtual meetings and deliver custom training materials in that same online location. It’s so simple and it makes everything easier. Plus, you’ll create a “wow” first impression that lasts.
03: Actionable Insights & Analytics
By constantly knowing how your clients consume your support materials, you’ll have incredible tools to create happier customers. ClientPoint’s real time insights, dashboards, analytics and alerts all help your team better know, and serve, your customers.
04: Deepened Business Relationships
By giving each of your most important relationships its own dedicated online home, you’re showing every customer how important they are to you. That paves the way to lasting trust throughout the entire customer journey.
Client Care
Easily Send Invoices & Activate New Clients
Integrate with your CRM, invoicing systems, internal processes and other related SaaS solutions to present and receive e-signable contracts, generate invoices, and seamlessly activate new clients in the same digital sales & support room where your sales and marketing teams originally nurtured the prospect and closed the deal. From consideration to purchase to activation to delivery, your customers will love having everything happen in one place. And that gives you a big edge over your competition.
Your Clients’ One Click Destination for all Onboarding Materials & Support Tools
Give every client a revolutionary online experience with their very own custom, comprehensive digital support room. Create an amazing first impression by holding virtual meetings and simultaneously delivering all relevant onboarding media (information sheets, training videos, graphics/illustrations, customer surveys, SaaS support tools etc.) in one place. Plus, leverage your customer content library to easily build powerful multimedia customer content packs and templates. Take unprecedented control over your client materials by delivering support updates to every digital support room with a single click.
Actionable Insights& Analytics
Maximize client adoption, engagement and satisfaction by leveraging ClientPoint’s powerful suite of robust and real-time insights & analytics that help your team decide what actions to take next, to deliver a first-rate onboarding and support experience.
Receive real-time alerts to know exactly when and how much your clients have engaged with, shared and downloaded your materials. Use this data to develop strategies to nurture and deepen every business relationship
Deepen Business Relationships & Drive Revenue Expansion
By putting all your customer engagement tools and materials in a private custom microsite for each and every partner and customer, you’ll do more than drive adoption of your products and services.
You’ll deliver a revolutionary “wow” customer experience that builds lasting confidence and trust. That opens the door to stronger business relationships, more referrals and bigger revenue expansion opportunities with every client and partner.
