17 anos ajudando empresas
a escolher o melhor software
ClientPoint
Conheça ClientPoint
ClientPoint anteriormente conhecido como Paperless Proposal. Receba ajuda para conquistar mais negócios. Obtenha taxas de fechamento mais altas, ciclos de vendas mais curtos e criação rápida de propostas com essa solução de ativação de vendas com uma das melhores classificações. Crie, envie, gerencie e rastreie brochuras eletrônicas multimídia, propostas, cotações de preços e produtos, contratos, apresentações e muito mais. Integra-se ao Salesforce, Microsoft Dynamics, NetSuite, Hubspot, Zoho, Base, DocuSign, Sertifi e Right Signature.
Quem usa ClientPoint?
Todas as equipes de vendas e mercados verticais que precisam de uma solução consistente e rápida para geração de propostas e ativação de vendas.
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Avaliações do ClientPoint
ClientPoint - Congratulations You Just Got Four Hours Back in Your Busy Work Day!!
Comentários: Me and my sales reps now have more time in our day to focus on generating revenue being that we have four to six extra hours that was previously spend on sales proposals.
Vantagens:
I love the fact that ClietPoint reduces the time it takes to produce an impactful business proposal. Before ClientPoint me and my team were allocating four to six hours to produce a sales proposal and now we leverage the software to produce proposals in barely ten minutes!
Desvantagens:
As a result of ClientPoint being so impactful and enabling, the stakeholders more times than not are reaching out to the sales team about ClientPoint. It is so amazing that it actually shifts their focus away from our teams' initiative of selling and produces curiosity as to what proposal system we are using.
Everyone that does sales should use this awesome software
Comentários: 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.
Vantagens:
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.
Desvantagens:
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.
Resposta do ClientPoint
há 6 anos
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.
Paperless Proposal Review
Comentários: The software is a bit difficult to maneuver and clunky. I wish it were easier to use, I don't know if it just the way our company set it up or what.
Vantagens:
The reporting features are nice.
Desvantagens:
It is cumbersome.
Resposta do ClientPoint
há 8 anos
Dean, Thank you for taking the time out to review our product. Sorry to hear that you feel the product is cumbersome. I assume your library was not optimized well enough. Could you please reach out to [email protected] with some available times from your end? I would like to have a call with you to discuss your issues and resolve as soon as possible. Thanks, Rahat
A Game-Changing Service
Comentários: 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.
Vantagens:
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.
Desvantagens:
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).
Resposta do ClientPoint
há 8 anos
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
Great Customer Experience
Comentários: Our experience with Paperless Proposal has been completely positive. From the support team to management, everyone on the team is passionate about the product and ensuring that each customer is happy with the tool. The integration with Salesforce.com is a new feature we're using and we've found it to be very helpful to increase the value of the information available to each sales rep and the management team.
Vantagens:
I like the ability to customize the product to our exact needs, the ease of use, the fantastic support, the value and most importantly, the customer engagement and experience. A product with consistent branding, simple electronic delivery and tracking elements make it a fantastic resource. Our customers are able to view the proposal with any device at any time and we are able to track the progress. There are never any surprises.
Desvantagens:
The only con about this software would be the same for any software - sometimes it can be hard to get users to adopt a new system. However, with 1:1 training, integrations and all the resources Paperless Proposal will provide, this eases internal challenges.
Resposta do ClientPoint
há 8 anos
D'Anna, Thank you for taking the time out to review our product. Glad to know you like it. Thanks for your kind words, Rahat
