ClientPoint

von ClientPoint

4.5 / 5 152 Bewertungen
ClientPoint

Wer nutzt diese Software?

All sales teams and vertical markets that need a powerful, consistent, fast proposal generation and sales enablement solution.

Durchschnittliche Bewertung

152 Bewertungen
  • Gesamt 4.5 / 5
  • Benutzerfreundlichkeit 4.5 / 5
  • Kundenservice 4.5 / 5
  • Funktionen 4.5 / 5
  • Preis-Leistungs-Verhältnis 4.5 / 5

Produktdetails

  • Startpreis $65/Monat
  • Kostenlose Version Nein
  • Kostenlose Testversion Nein
  • Einsatz Cloud, SaaS, Web
  • Training Persönlich
    Live Online
    Webinare
    Dokumentation
  • Kundenbetreuung Support während der Geschäftszeiten
    Online

Angaben zum Hersteller

  • ClientPoint
  • http://www.clientpoint.net
  • Gegründet 2007

Über ClientPoint

ClientPoint formally Paperless Proposal. We help you win more business. Get higher close rates, shorter sales cycles & lightning fast proposal creation with our top rated sales enablement solution. Quickly create, send, manage and track engaging multimedia eBrochures, proposals, price and product quotes, contracts, presentations and more. Integrates with Salesforce, Microsoft Dynamics, NetSuite, Hubspot, Zoho, Base, DocuSign, Sertifi and Right Signature.

Spotlight_media_placeholder

ClientPoint Funktionen

  • Anforderungsmanagement
  • Aufgabenmanagement
  • Automatische Formatierung
  • Dokumentenmanagement
  • Elektronische Unterschrift
  • Inhalt-Speicher
  • Kalenderverwaltung
  • Kollaboration
  • Kontaktmanagement
  • Pipeline-Management
  • RFP-Management
  • Revisionsmanagement
  • Versionskontrolle
  • Vorlagen
  • Wissensbibliothek

Die hilfreichsten Reviews für ClientPoint

Everyone that does sales should use this awesome software

Mit Google übersetzen Bewertet am 7.4.2018
Cathleen S.
sales
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: 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.

Vorteile: 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.

Nachteile: 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.

Antwort des Softwareanbieters

von Paperless Proposal an 19.4.2018

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.

A Game-Changing Service

Mit Google übersetzen Bewertet am 21.6.2016
Josh C.
Brand Marketing Manager
Hausmeisterservice, 10.001+ Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
4 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: 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.

Vorteile: 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.

Nachteile: 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).

Antwort des Softwareanbieters

von Paperless Proposal an 22.6.2016

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

Lies weitere Bewertungen