ClientPoint

ClientPoint

par ClientPoint

Qui utilise ClientPoint ?

Toutes les équipes de vente et les marchés verticaux qui ont besoin d'une solution de génération de propositions et d'aide à la vente performante, cohérente et rapide.

Description de ClientPoint

ClientPoint, anciennement Paperless Proposal. Remportez plus d'affaires. Obtenez des taux de conclusion plus élevés et des cycles de vente plus courts tout en créant des propositions de manière ultrarapide avec une des solutions d'aide à la vente les mieux notées du marché. Créez, envoyez, gérez et suivez rapidement des brochures multimédias engageantes, des propositions, des devis, des contrats, des présentations, etc. Intégration à Salesforce, Microsoft Dynamics, NetSuite, Hubspot, Zoho, Base, DocuSign, Sertifi et Right Signature.

Informations sur ClientPoint

ClientPoint

http://www.clientpoint.net

Fondé en 2007

Prix de ClientPoint

ClientPoint n'est pas disponible en version gratuite et ne propose pas d'essai gratuit. La version payante de ClientPoint est disponible à partir de 50,00 $US/mois.

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À partir de

50,00 $US/mois

Version gratuite

Non

Essai gratuit

Non

Déploiement

Cloud, SaaS, web

Formation

Formation présentielle

Formation en ligne en direct

Webinaires

Documentation

Ressources d'aide

Support en horaire de bureau

En ligne

ClientPoint - Fonctionnalités

Bibliothèque de contenu
Collaboration
Gestion de la base de connaissances
Gestion de versions
Gestion des appels d'offres
Gestion des contacts
Gestion des documents
Gestion des flux de travail
Gestion des pipelines
Modèles
Piste d'audit
Signature électronique

Avis sur ClientPoint

Afficher 5 avis sur 152

Note globale
4,6/5
Facilité d'utilisation
4,5/5
Service client
4,7/5
Fonctionnalités
4,4/5
Rapport qualité-prix
4,3/5
Jay M.
Marketing Strategist
Marketing et publicité, 2-10 employés
Temps d'utilisation du produit: 1 à 5 mois
  • Note globale
    5/5
  • Facilité d'utilisation
    4/5
  • Fonctionnalités
    4/5
  • Support client
    5/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    8/10
  • Provenance de l'utilisateur 
  • Publié le 20/11/2019

"ClientPoint > PandaDoc"

Commentaires: Outside of those few cons, it's been great and very easy for us to comment back and forth with prospects and send professional

Avantages: The developer team had pre-made templates Which I could choose from. Can you also get lifetime analytics that allow you to see when and where someone opened your Proposal, how long they spent on each page, and you get text notifications when they do so that you can reach out in live-time Once I did they built out my proposal for me based on what I was already using in PDF form. They walked me through a couple steps on how to do everything and they've been very hands-on.

Inconvénients: While you can sign documents, they don't have an integration with docusign, you have to use one of the other native software. There also is no way to accept payments directly from within a proposal you have to balance the client out somewhere else

Réponse de l'éditeur

envoyé par ClientPoint le 22/11/2019

Hi Jay, we're so happy that you are delighted with ClientPoint. We recognize that each of our clients is unique and we find it best to take a more hands-on approach. We also appreciate your feedback and will share this with our product team as we continue to innovate.

  • Provenance de l'utilisateur 
  • Publié le 20/11/2019
Cathleen S.
sales
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    5/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    5/5
  • Support client
    5/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    10/10
  • Provenance de l'utilisateur 
  • Publié le 07/04/2018

"Everyone that does sales should use this awesome software"

Commentaires: Using paperless is one of the best software programs to us for sales i recommend it for everyone who is in the same field. You can keep track of all your proposals and everyone is always involved and it holds so many proposals and you can add whatever section you want them to see inside the proposal and medium user friendly once you get the hang of it.

Avantages: Paperless makes it so you dont have to deal with sending or faxing, or presenting paper proposals. It is all email based which makes it a lot easier to produce sales and promote business, safe for the environment and the trees. It lets however many people you want involved have access to any proposal anytime from any device rather if they are at work or not. everybody could do their part to keep the proposal up to date and add whatever they need to in real time.

Inconvénients: Logging in from your cell or a unrecognized device it makes you always check your email for a verification pin every single time, kind of annoying, even after you have used that same device a million times to log in to paperless. Sometimes i search for a certain proposal that is in there and it wont let me find out I have to start my search over and un mark certain boxes to find it. it quite often has small little issues that support will take care of when you contact them through email.

Réponse de l'éditeur

envoyé par Paperless Proposal le 19/04/2018

Hi Cathleen,

Thank you so much for taking the time to review Paperless Proposal. We think it's an awesome program as well.

Security and protecting your proposals is important to us and one way we do this is with verification pins. To reduce frequency for verification, try updating your browser privacy settings to save cookies from Paperless Proposal.

  • Provenance de l'utilisateur 
  • Publié le 07/04/2018
Tom D.
DIRECTOR OF SALES
51-200 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    3/5
  • Facilité d'utilisation
    3/5
  • Fonctionnalités
    5/5
  • Support client
    4/5
  • Rapport qualité-prix
    3/5
  • Probabilité de recommander le produit
    5/10
  • Provenance de l'utilisateur 
  • Publié le 21/06/2016

"Good and Bad"

Commentaires: Great for keeping track of proposals, however very slow some days. We do about 30 proposals per day on paperless.

Avantages: Keeping track of proposals/ easy to organize/ finding old proposals

Inconvénients: Inconsistent quality/ daily we still have to do paper proposals/ signature hard for customers to understand/ server very slow sometimes/ takes to long going from page to page

Réponse de l'éditeur

envoyé par Paperless Proposal le 22/06/2016

Tom,

Thank you for taking the time out to review our product. Glad to know you like it. Could you please send in a email to support@paperlessproposal.com detailing the exact changes you need? The issues you mentioned should not be there. We would love to work with you on your Library Optimization so you do not come across the mentioned issues anymore.

Thanks,
Rahat

  • Provenance de l'utilisateur 
  • Publié le 21/06/2016
Josh C.
Brand Marketing Manager
Eau/gaz/électricité, 10 001+ employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    5/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    4/5
  • Support client
    5/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    10/10
  • Provenance de l'utilisateur 
  • Publié le 21/06/2016

"A Game-Changing Service "

Commentaires: Our experience with Paperless has been extremely positive. We've been working with them for about two years, and have since onboarded our entire sales team (36 sales associates from all over the country) to the Paperless system.

Avantages: The ability to regulate our entire portfolio of proposal parts, and have direct insight into what is being used are the two biggest advantages for us. The system is easy to use, and fairly intuitive for those of us who prefer to self-teach. We find that we use Paperless for our "single source of truth" for all relevant proposal materials.

Inconvénients: There are very few faults that I could point out with the software. There are occasionally glitches (due to corrupted files) during pagination (the support team is always prompt to resolve them).

Réponse de l'éditeur

envoyé par Paperless Proposal le 22/06/2016

Josh,

Thank you for taking the time out to review our product. Glad to know you like it. We are actually working on a feature to put pagination on hold until all the merge docs have processed, this way every pagination attempt will go in smooth with out any files getting corrupted. Hope that will solve your problem. Along with that we do have couple more minor and major updates coming up which will excite you further. One of them is built-in word processor to local edit the files within Paperless.

Thanks,
Rahat

  • Provenance de l'utilisateur 
  • Publié le 21/06/2016
Jesse E.
Marketing development
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    4/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    5/5
  • Support client
    5/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    10/10
  • Provenance de l'utilisateur 
  • Publié le 19/04/2018

"Paperless proposal in used for market development"

Commentaires: Overall in my opinion I dont have alot of experience with other sales software but this is program is awesome and my sales have dramatically increased in a short period of time. Recommend to anyone in Sales

Avantages: In my opinion this software is awesome it lets all your fellow employees have access and make changes or update the same file any time from any device they use, with no flaw. It saves on paper no more faxing using up all kinds of ink, no bringing thick packets to sales appointments it is all now paperless and a lot more convenient. You can add notes modify, delete or add anything anytime you want and send it to a potential client.

Inconvénients: If you take a break longer than a few minutes it automatically logs you out and you have to keep on logging back in every time you get busy and come back to it, kind of frustrating. You have to always clear the search bar before searching you cant just type in a specific client or file and just search it. It has its small glitches here and there but it makes up for it buy producing sales

Réponse de l'éditeur

envoyé par Paperless Proposal le 19/04/2018

Hi Jesse,

Thank you for your feedback. The team here at Paperless Proposal is thrilled to hear that your sales has increased.

Regarding the idle time, our support team is available to assist. Please reach out to support@paperlessproposal.com.

Thank you,

My

  • Provenance de l'utilisateur 
  • Publié le 19/04/2018