ClientPoint for Sales: Close More Deals Faster
Sales
Create Engaging Experiences For Your Most Important Contacts
Enable your team to quickly create engaging, custom digital sales rooms for every prospect, while ensuring that they’re always working with the latest and most accurate content, contracts and marketing assets. Keep your proposals, templates, price quotes and ebrochures up to date in our digital asset library, which stays connected to your most important customer databases (i.e. your CRM). Take advantage of the most powerful proposal automation system on the planet.
Digitally Send & Interact
Differentiate your business and offering by including all your office files, pdf’s videos, templates, pricing quotes and multimedia ebrochures in a beautiful interactive viewing experience. It’s an easy and engaging way to send all your content in one link that’s fully viewable … and completely engaging … on all device types. What’s more, you and your prospect can interact: comments, redlines, file sharing and more, in this dynamic online relationship experience.
Actionable Telemetry & Analytics
Constantly track how your prospects interact with the ClientPoints you create for them, to always know when and how to give topspin to a buying decision. Real time analytics help you know the minds of your prospects because you know exactly what they look at, for how long and in what order. Get text/email alerts the instant a prospect opens, reads or shares your materials with influencers or a decision maker. You can even offer to fire up an impromptu meeting with a prospect the moment they log into their ClientPoint. Talk about actionable!
Manage Powerfully
Stay on top of your team’s sales opportunities like never before with powerful dashboards that bring you unprecedented visibility into every sale. Manage your sales team more successfully with reports that slice & dice by date, rep, division, region, market, service, value, count etc. See where all deals are in their lifecycle by personally observing how engaged your prospects are with your reps and your sales materials. Get powerful intelligence regarding what sales approaches and materials perform best.
Execute Brilliantly
Close more deals faster with our integrated suite of enterprise tools, including your favorite SaaS. Combine built-in scheduling, video conferencing, world-class document generation, digital asset management and eSignature with a dashboard that always shows you every prospect’s level of engagement. Seamlessly operate back and forth between ClientPoint and your CRM with single sign-on and full bi-directional data sharing. But sales is more than data management, and ClientPoint is the place where your conduct all aspects of your relationship with your prospect. When you and your prospect have a dedicated place to meet and get business done, that’s brilliant execution.
Execute Even Better with Video
Win more deals with sight, sound, motion and emotion. Easily bring your best video assets into every ClientPoint alongside all other sales content. Capture your prospect’s attention like never before by putting yourself on camera with personal meeting follow-ups using your webcam, The data is clear: digital sales rooms perform better with both personal and pre-produced video content. And ClientPoint makes it all so easy!
Transition the deal seamlessly to Client Care
Your sales and support teams all get notified the moment the deal has been signed. When that happens, your prospect’s ClientPoint instantly transforms to become a Digital Support Room. That means EVERY relationship stage lives on ClientPoint, from lead to propose to close, then onboarding, delivery, relationship growth, expansion and renewal. Altogether, ClientPoint brings you a breakthrough relationship workspace for every stage of the customer journey. So ClientPoint brings you happier customers who buy more.
Client Care
