MenuAgentExchange
SalesforceSlack

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

ClientPoint

By ClientPoint

Close More Deals Faster - Top Rated AI-Enabled Digital Sales & Support Room

No Ratings
Starting at $50   USD/user/month
Try It
Industries
Financial Services
Manufacturing
Professional Services
Business Need
Quotes & Orders
Sales Productivity
Document Generation
Requires
Sales Cloud
Compatible With
Sales Cloud
Financial Services Cloud
Manufacturing 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.

Highlights

AI-Enabled Digital Sales Rooms Deliver one secure, interactive portal for each customer relationship with proposals, meetings, documents, and payment in one place Personalize rooms with videos, testimonials, product content, and AI-supported chat

Automated Proposal and Document Generation Generate pixel-perfect proposals, quotes, and contracts using Salesforce data, product libraries, and pricing rules Eliminate manual errors and reduce approval delays with customizable workflows

- Track your sales reps pipeline, status, activity and trend reports. - eSignature integration for faster client approval - Responsive viewer for online proposal viewing on all modern devices

Provider Details

ClientPoint
San Diego, CA, USA
Founded
2010
Website
Email
Phone
888-972-7375

ClientPoint was founded in 2010 by a company that had it's own need to create proposals quickly that would differentiate it from its competition. Nothing was available, so we created ClientPoint for rapid document generation and engaging content delivery. We immediately saved 80-90% of the time spent generating proposals which allowed our reps more time in the field selling. Subsequently, we looked at how to differentiate our proposal from the competition and found that including engaging videos, websites, Word, PowerPoint, and Excel docs had a huge impact on our customer close rates. We now have SMB, Mid Market and Enterprise clients around the world that have transformed their sales processes using our solution.

Pricing Details

Default Plan

$50 USD/user/month

Lowest Starting Price