Logo - Full (Color)

建立

ClientPoint

ClientPoint-icon
應用程式

ClientPoint

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

建立者
ClientPoint
安裝次數
超過 90 次安裝
評分

1.5(2)

登入以進行安裝需要 ClientPoint 訂閱

要求

HubSpot 版本
    適用於所有 HubSpot 版本
了解詳情
HubSpot 帳戶權限
檢視所需的帳戶權限
ClientPoint 訂閱
ClientPoint 版本

總覽

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.

應用程式功能

共用資料
資料來源
同步方向
在 HubSpot 中
在 HubSpot 中

Client

公司

公司

ClientPoint

CRM 擴充功能

CRM 擴充功能

ClientPoint

交易

交易

Events

事件

事件

Recipients

連絡人

連絡人

更多共用資料的相關資訊

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.

評論

篩選評論:

排序:


1/5
    2020年8月5日

整合时间过长

输入所有客户信息的时间太长了,我感到气馁,于是停止了输入,回到正常的电子邮件。

你想解決什麼問題?

为客户做演示,但我的账户不能自动上传,只有在 HubSpot 有交易时才能上传。 即便如此,我也无法将客户信息、电子邮件等传输到 clientpoint。

  • Beas, T.

  • 消費性產品
  • 2 至 5 位員工
已翻譯 from English。 檢視 original 文字

2/5
    2020年7月22日

仅适用于交易

无法从 HubSpot 中提取联系人信息,因为它只适用于交易。如果你只是想为一家拥有 XX 数量联系人的特定公司创建一个客户点门户,它将无法工作,你需要创建一个交易。唯一的办法就是复制链接,然后通过 Outlook 或直接从 HubSpot 邀请潜在客户。绝对需要更多的工作来扩展功能。

你想解決什麼問題?

产品介绍

你喜歡什麼?

通过 Deals 快速直播

你不喜歡什麼?

综上所述

  • Brooker, V.

  • 電子產品
  • 26 至 50 位員工
已翻譯 from English。 檢視 original 文字

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.

* 此處顯示的價格僅供參考。所有價格均不包含稅金、獎勵、折扣或其他價格變數。如需最新的正確價格資訊,請連絡合作夥伴。HubSpot 對合作夥伴所提供的價格資訊不承擔任何責任。上次更新價格時間:2023/10/12

更多資訊

建立者
ClientPoint
安裝次數
超過 90 次安裝
類別
此應用程式可用的語言
英文

New arrivals

HubSpot solutions partner illustration
需要更多協助嗎?

與 HubSpot 解決方案合作夥伴攜手,合力打造自訂解決方案。

根據你的業務需求,聯繫 HubSpot 解決方案合作夥伴。瀏覽建議事項,聘用合適人選,隨即啟動你的專案!