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WE MAKE IT EASY FOR PEOPLE TO DO BUSINESS WITH YOU

We help you easily manage business relationship workspaces for each of your
prospects, customers and partners, where you schedule, meet, chat, share
materials, sign and much more, all in one place. Use ClientPoint to nurture
leads more effectively, propose & close deals faster, and onboard & serve
clients better.

Schedule a demo


THE PROBLEM WE SOLVE

B2C Looks Like This
Really clean, everything in one place

 

 


B2B Looks Like This
Total chaos, an average of 15 SaaS logins and a dozen content types, anchored by
email

 



The B2B customer journey is a mess. Solving this problem is our "Why.”


CLOSE MORE DEALS FASTER.

ClientPoint’s intuitive selling and closing platform powerfully drives higher
close rates and shorter sales cycles.

Game changers…
Important decks and documents at your fingertips means lightning-fast proposal
preparation.
Quickly customized online sales experiences transform how your prospects work
with you.
Rich analytics and real-time alerts help you laser-focus your interactions with
prospects.
How it works


CLIENTPOINT USERS HAVE EXPERIENCED…

30%
30% higher close rates
100%
up to 100% Increase in sales
95%
Up to 95% time savings in generating proposals, while reducing or eliminating
costly errors
Trusted by enterprise names

Integrates seamlessly with enterprise software

Schedule a demo


CLIENTPOINT IS THE ULTIMATE BUSINESS RELATIONSHIP & SUPPORT EXPERIENCE

ClientPoint sales experiences are interactive, attractive, easy-to-use, and
endlessly customizable
 * ClientPoint experiences help you land more meetings, facilitate better
   virtual presentations, follow up more powerfully, and close more deals.
 * Give prospects quick interactive access to everything they need, including
   you with live on-demand sales meetings.
 * Add marketing videos, client testimonials, personalized video messages and
   other multimedia from a preset library, connected drive or mobile device.
 * Use prebuilt experiences to give every rep the ability to wow their
   prospects.

Our sales team is happier and more motivated now because they have 65% more time
to spend selling and interacting with prospects and clients.
Marsden Building Maintenance


CLIENTPOINT IS SALES ACCELERATED

No matter your role, ClientPoint will make your life better.

From Marketing (prospect engagement & content curation), to Sales (proposal
management and e-signature), to Client Care (customer onboarding & relationship
management), to Expansion (upgrades & renewal), ClientPoint helps you build
stronger, more valuable business relationships.

 

Marketing Leaders & Professionals
 * ClientPoint is the one click destination for all your email marketing and all
   other demand generation sources. Create powerful experiences by combining
   your best content and engagement tools all in one place. 
 * You have constant visibility into how sales prospects consume your marketing
   content, which helps you discover and double down on the content that’s
   working, and eliminate what’s not.
 * You make your sales team look like rockstar geniuses, by giving them amazing
   prebuilt templates and online content experiences for their prospects (that
   they actually use!)
   
   

Sales Executives & Leaders
 * You feel the power of having your team equipped with the most impressive
   proposal experiences in your industry.
 * You have amazing new analytics that show you the “mind” of your prospects,
   which gives you more confidence in your sales forecast.
 * Your sales people are spending a lot more time selling. That helps you hit
   your number, faster.

Sales Operations Leaders
 * You’re a hero because ClientPoint “just works” with your CRM, your internal
   databases, and your sales and marketing processes.
 * You love how ClientPoint perfectly complements your Sales Enablement
   solution.
 * You’re blown away that, of all the tools & systems you’ve implemented, it’s
   ClientPoint that drives the most impressive C-suite metrics (Shorter sales
   cycles, greater sales force efficiency and higher close rates).

Sales Representatives
 * You build proposals with a few clicks of your mouse. What took hours or days
   now takes minutes or even seconds! Less annoying admin work means more time
   making money.
 * You’ve stopped sending proposals into black holes. By constantly knowing what
   your prospects are reading, viewing and sharing, you finally know who you’re
   dealing with and what they’re thinking.
 * Your win rate goes up, and you close more deals easier and faster. Boom!

Customer Support Leaders
 * 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.
 * 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.
 * 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.

Sounds Great. Show me a Demo


DATA IS POWER. BECOME UNSTOPPABLE.

At the click of a button, know when prospects looked at your content, for how
long, and who they shared it with.

 

 * Stay in the know by getting real-time notifications on prospect behavior.
 * Customize sales and proposal experiences in real time based on who’s looking
   at it and what they are interested in.
 * Track deals by rep or sales stage, close date, and more...(Great for
   coaching, strategizing, and forecasting).

“To see at a glance our activity levels by location and exactly how we are doing
is extremely valuable and insightful. I also like how we can see all the way
down to how much time each of our clients are spending looking at our proposals,
down to the page by page level. We can monitor the activity of each of our
salespeople to see how each person is performing and if there are any problems
we need to address.”
Bill Barthelemy, COO, Securitas North America


ENTERPRISE POWER FOR BUSINESSES OF ALL SIZES

Case Study: Securitas
Securitas

“We went from 3 hours per proposal to only 30 minutes, increasing our sales
productivity by 600% using Clientpoint.”

Bill Barthelemy, Securitas USA
Read Case Study
Case Study: Vortex Aquatic Structures
Vortex Aquatic Structures

"Decrease in time spent creating proposals, from 8 hours to just 10 minutes!”

Martina Madlener, Vortex Aquatic Structures International
Read Case Study
Case Study: Mauzy Heating and Air
Mauzy Heating and Air

"100% Increase in Sales from $5.7 million to $11.4 million using Clientpoint."

Matt Mauzy, Mauzy Heating & Air Conditioning.
Read Case Study


SCHEDULE A BRIEF DEMO.

Find out how you can leverage ClientPoint to drive higher close rates, save
time, and shorten sales cycles.

First Name *

Last Name *

Email *

Phone (optional)

Message


Schedule a demo

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