Great News! ClientPoint has reached a significant milestone by achieving the ‘Built for NetSuite’ status for the new ClientPoint SuiteApp. As an Oracle NetSuite SuiteCloud Developer Network Partner, the Built for NetSuite (BfN) solution makes it easy for people to do business with you. Amongst ClientPoint's many other SaaS integrations, the integration with Oracle NetSuite, a leading financial and ERP software suite, will enable more customers to optimize and grow their business relationships in a seamless way.
The new SuiteApp, using the Oracle NetSuite SuiteCloud Platform, is designed to make managing business relationships straightforward and efficient. With this integration, you can now create business relationship workspaces directly within NetSuite. This means scheduling, video conferencing, chatting, sharing content, redlining, proposing, signing documents, and much more—all from one centralized platform. ClientPoint Enterprise also provides digital asset management, fast document and proposal generation to make your sales decks, proposals, and other content come to life. The content library, template creation and other tools ensure that your content is always the most current version.
ClientPoint’s SuiteApp enables users to quickly set up a secure and personalized business relationship workspace from any NetSuite contact screen or opportunity record. This integration can boost your CRM analytics and tracking, giving you a complete picture of customer engagement while enhancing your workflow.
Having a powerful tool that integrates all aspects of business relationship management is crucial. ClientPoint and NetSuite together offer a robust solution that helps businesses nurture leads more effectively, close deals faster, and greatly enhance relationships with prospects, clients, and partners.
ClientPoint’s SuiteApp is now available to use for all NetSuite clients, offering a great solution for businesses looking to optimize their operations and customer interactions. For more details, please visit SuiteApp.com/ClientPoint and request a free demo here.