Welcome to ClientPoint Enterprise
How it works and more.... The All-in-One Sales Enablement, Sales Pipeline Management and Digital Sales Room you’ve been waiting for!
From the moment of first contact, you and your prospect come together to interact and exchange info and materials within a private relationship portal and digital sales room called a “ClientPoint”. Your sales relationship then grows from proposal to e-signature to onboarding, delivery, growth and ultimately renewal, all digitally super-empowered by all your favorite SaaS tools, seamlessly integrated together by ClientPoint Enterprise - or use our tools instead to STREAMLINE and SAVE on your overall sales tech stack costs.
ClientPoint’s integrated platform allows you to create experiences for all divisions of your company: from our state-of-the-art Video conferencing, Appointment Scheduling, enterprise CRM, Messaging, Document Creation and Automation (for sales decks, proposals, RFP’s, etc), easy-to-use E-signature solution🖋️, Cloud Library for content management, Analytics, Tracking and real-time Notifications, Digital AI assistant, and SO MUCH more, to optimize your sales cycle and close deals faster!
We take you from Chaos to Clarity!
Before ClientPoint: Proposals, sales and marketing materials are generated through various means, then attached to emails. Updates to pricing sheets and contracts are sent in successive emails, leading to disorganization and slowing down the sales process.
With ClientPoint, all materials are centralized in a sleek private microsite, managed via an enterprise-grade platform. Automation streamlines proposal and contract generation, fostering efficient relationships from contact to e-signature to improve close rates and sales.
Customize ClientPoint links for each customer, coworker, partner, and share as many personalized links as you want to showcase:
- Proposals, Brochures, Other Documents, Videos, Images, URLs, PowerPoint, and more….
- You can share your link, upload/download documents, make comments and chat all from One Link - e.g. https://experience.clientpoint.co/x/xxxxxx/xxxx
- We will also cater to Brand Customization and other features that your team needs.
Ask about ClientPoint CustomerOS® relationship sidebar integration to help you increase your client engagement and sales.
This brandable website sidebar enables you to provide live customer support - chat message, video conference, share content (images, documents, etc.), e-sign documents, schedule appointments for either one-on-one interaction or groups, pay, and more.
ClientPoint integrates seamlessly with your preferred CRM tools or use ours to save on costs. You can also email clients and chat from the dashboard.
Experience robust Document/Proposal generation, storage, creation, Tracking, Analytics, and Reporting tools to make your sales decks, proposals, and other
content come to life and track and optimize your proposals, sales processes, etc.
content come to life and track and optimize your proposals, sales processes, etc.
There’s more - like our New AI Assistant (AI Pro) that makes it easy for people to do business with you even when you’re away! Ask for details…
Don’t miss the opportunity to see how ClientPoint can help your business grow faster, make more sales, and save money long-term.
All questions welcome. Fill in your work details to book a quick, no obligation demo with us to see it in action!
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