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ClientPoint

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App

ClientPoint

Quickly Create, Manage, and Track your proposals in HubSpot.

Udviklet af
ClientPoint
Installeringer
90+ installationer
Rangering

1,5(2)

Log på for at installereKræver ClientPoint-abonnement

Krav

HubSpot-abonnement
    Fungerer med all HubSpot-planer
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Tilladelser til HubSpot-konto
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ClientPoint abonnement
ClientPoint plan

Oversigt

Buyers have changed. It's time to evolve.

Our enterprise sales proposal platform gives you the tools to easily educate, interact with and close today's buyers.

• Provides proposal automation, management, delivery and tracking directly from a HubSpot deal.

• Timeline events are pushed back into the deal and contact enabling triggers and list based on proposal activity.

• When someone else in your prospect's organization views your proposal the contact will automatically be added into HubSpot CRM.

Funktioner

Make Proposals Easy

Quickly create, send, manage and track engaging multimedia eBrochures, proposals, quotes, contracts and more from HubSpot. Shorten the sales cycle and increase customer close rates with analytics. Include all office files, product videos, templates and pricing tools.

Reduce Time Spent Creating Proposals

Make Proposals easy. Increase Sales. Stand out from your competition. On average, ClientPoint users increase their sales by 30-50% while reducing the time they spend on proposals by 80%.

Increase Win Rates by an Average of 30%

Integrate multimedia in your proposals, leverage proposal automation, increase proposal data intelligence.

Appfunktionalitet

Delte data
Datakilde
Synkroniser retning
I HubSpot
I HubSpot

Client

Virksomheder

Virksomheder

ClientPoint

CRM-udvidelser

CRM-udvidelser

ClientPoint

Handler

Handler

Events

Events

Events

Recipients

Kontakter

Kontakter

Flere oplysninger om delte data

If you need specific data brought over to power your document automation please get in touch with Client Success. They will help you create an automation to pull the data you need into your document/contract/quote/proposal automation.

Anmeldelser

Filtrer anmeldelser:

Sortér:


1/5
    5. aug 2020

Integrationen er for lang

Frustreret. det tager for lang tid at indtaste alle klientoplysninger, jeg bliver modløs og stopper processen og går bare tilbage til normal e-mail.

Hvilket problem forsøger du at løse?

præsentationer for kunder, men mine konti kan ikke uploades automatisk, og kun når jeg har en aftale i HubSpot. Selv da kan jeg ikke overføre kundeoplysninger, e-mail osv. til clientpoint.

  • Beas, T.

  • Forbrugerprodukter
  • 2 til 5 medarbejdere
Oversat from English. Vis original tekst

2/5
    22. jul 2020

Fungerer kun med Deals

Trækker ikke kontaktoplysninger fra HubSpot, da det kun fungerer med Deals. Hvis du blot vil oprette en klientportal for en bestemt virksomhed med XX antal kontakter, fungerer det ikke, du skal oprette en aftale. Den eneste måde at omgå det på er at kopiere linket og invitere potentielle kunder via Outlook eller direkte fra HubSpot. Der er helt sikkert brug for mere arbejde for at udvide mulighederne.

Hvilket problem forsøger du at løse?

Produktpræsentation

Hvad synes du om?

hurtig live-feed via Deals

Hvad synes du ikke om?

alt, hvad der er nævnt ovenfor

  • Brooker, V.

  • Elektronik
  • 26 til 50 medarbejdere
Oversat from English. Vis original tekst

ClientPoint

0 US$

Contact us to find the plan that is right for you

  • Create, customize, send, and sign consistent, engaging content — fast.

  • Create or access your master content library filled with documents, brochures, videos & more.

  • Building a new demo, deck, or proposal is as easy as picking the right elements or template from a list.

  • A Powerful Document Generation engine combined with Templates, merge fields and built in editing tools let you quickly and accurately create customized proposals, sales and marketing content and contracts.

The HubSpot integration app is free on all of our plans. Usage of the integration does require an active ClientPoint subscription. Please contact sales@clientpoint.net or 888-972-7375 for a consultation.

ClientPoint

0 US$

Contact us to find the plan that is right for you

  • Create, customize, send, and sign consistent, engaging content — fast.

  • Create or access your master content library filled with documents, brochures, videos & more.

  • Building a new demo, deck, or proposal is as easy as picking the right elements or template from a list.

  • A Powerful Document Generation engine combined with Templates, merge fields and built in editing tools let you quickly and accurately create customized proposals, sales and marketing content and contracts.

The HubSpot integration app is free on all of our plans. Usage of the integration does require an active ClientPoint subscription. Please contact sales@clientpoint.net or 888-972-7375 for a consultation.

* Priserne her er kun til visningsformål. Alle priser er ekskl. afgifter, incitamenter, rabatter eller andre prisvariabler. Du bør kontakte partneren for at få de mest ajourførte og korrekte prisoplysninger. HubSpot påtager sig intet ansvar for disse prisoplysninger, som leveres af vores partnere. Priser sidst opdateret: 12.10.2023

Flere oplysninger

Udviklet af
ClientPoint
Installeringer
90+ installationer
Kategorier
Sprog som denne app er tilgængelig på
Engelsk

Nyheder

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