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ClientPoint

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应用程序

ClientPoint

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

构建者
ClientPoint
安装
超过 90 次安装
评分

1.5(2)

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要求

HubSpot 计划
    适用于所有 HubSpot 计划
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HubSpot 帐户权限
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ClientPoint 订阅
ClientPoint 计划

概览

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.

功能

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.

应用程序功能

共享数据
数据源
同步方向
在 HubSpot 中
在 HubSpot 中

Client

公司

公司

ClientPoint

CRM 扩展

CRM 扩展

ClientPoint

交易

交易

Events

事件

事件

Recipients

联系人

联系人

更多共享数据的相关信息

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.

评论

过滤评论:

排序:


1/5
    2020年8月5日

integration is too long

Frustrated. takes too long to enter all client info i get discouraged and stop the process and just go back to normal email.

你想解决什么问题?

presentations for clients but my accounts cannot be auto uploaded and only when I have a deal in HubSpot. Even then I cannot transfer customer info, email etc to clientpoint.

  • Beas, T.

  • 消费性产品
  • 2 到 5 个员工

2/5
    2020年7月22日

Only works with Deals

Doesn't pull Contact info from HubSpot as it only works with Deals. If you simply want to create a clientpoint portal for a specific Company with XX number of Contacts it won't work, you need to create a Deal. The only way around it is to copy the link and invite potential clients via Outlook or directly from HubSpot. Definitely needs more work to expand capabilities.

你想解决什么问题?

Product presentation

你喜欢什么?

quick live feed via Deals

你不喜欢什么?

everything mentioned above

  • Brooker, V.

  • 电子产品
  • 26 到 50 个员工

ClientPoint

US$0

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

US$0

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.

* 此处的定价仅供展示。所有价格均不包含税、奖励、折扣或其他定价变量。你应联系合作伙伴以获取最新的正确定价信息。HubSpot 对合作伙伴所提供的定价信息不承担任何责任。上次更新定价时间:2023/10/12

更多信息

构建者
ClientPoint
安装
超过 90 次安装
类别
应用程序可用的语言
英语

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