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ClientPoint
Close More Deals Faster - Top Rated AI-Enabled Digital Sales & Support Room
- Industries
- Financial ServicesManufacturingProfessional Services
- Business Need
- Quotes & OrdersSales ProductivityDocument Generation
- Requires
- Sales Cloud
- Compatible With
- Sales CloudFinancial Services CloudManufacturing Cloud
Solve the chaos of scattered tools by unifying meetings, scheduling, content, chat, and e-signatures in one branded digital sales & support room portal. Quickly deliver personalized experiences, stay responsive, and close more deals faster.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Sales Cloud
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Sales CloudFinancial Services CloudManufacturing Cloud
- Salesforce Editions
- ProfessionalEnterpriseUnlimitedDeveloper
App Details
- Version
- ClientPoint/ClientPoint 2020 1.1.0
- Listed On
- 08/04/2016
- Latest Release
- 01/14/2020
- Supported FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyMultiple CurrenciesManaged Package
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 2Custom Tabs: 1Custom Apps: 1
- Lightning Components
- Global: 0App Builder: 0Community Builder: 0
- Languages
- EnglishFrenchGermanDanishItalianJapaneseSpanish
Security
Additional Details
CREATE POWERFUL PROPOSALS & PRODUCT QUOTES ONLINE IN MINUTES. ClientPoint is the #1 cloud-based proposal generation software in the Industry for sales, management and marketing. Quickly create, send, track, and manage highly customized eBrochures, proposals, quotes, contracts and more to help shorten the sales cycle and customer close rates with tracking analytics. Differentiate your company with proposal generation software that can include all your office files, product and capability videos, templates, merge docs, pricing tools, web pages and more. Salesforce integration for a seamless workflow and eSignature integration for faster client approval. Easily transfer your CRM data into your proposals and automatically log all proposal activity back to the CRM. The proposal documents can then be customized with CRM data. Know when your proposals have been sent, viewed, and signed from within your CRM.
Need help?
ClientPoint
San Diego, CA, USA
Support is available for our customers 8am - 5pm PST. Additional support is available after hours with a support agreement through a dedicated phone line or at an additional fee.