ClientPoint B2B Case Studies & Customer Successes

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ClientPoint enterprise platform helps you easily manage business relationship workspaces for each of your prospects, customers and partners, where you can schedule, meet and share materials all in one place. Nurture leads more effectively, propose & close deals faster, and onboard & serve clients better.

Case Studies

Showing 11 ClientPoint Customer Success Stories

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Cypress Creek Pest Control Case Study of Success with ClientPoint

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Flavours Catering + Events Case Study of Success with ClientPoint

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Marsden Building Maintenance Case Study of Success with Paperless CRM

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Marsden Building Maintenance Case Study of Success with ClientPoint

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Matt Mauzy decided that to remain competitive and grow his business, he needed to modernize his system for creating and managing sales materials and proposals

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Phoenix Protective Corporation Case Study of Success with ClientPoint

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Seat King Case Study of Success with ClientPoint

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Securitas USA Case Study of Success with ClientPoint

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How the Securitas USA sales team went from 3 hours per proposal to only 30 minutes, increasing sales productivity by 600%. This translated to a 25% increase in their 2015 sales over prior ye

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Vortex Aquatic Systems was able to reduce its time to proposal creation from hours to minutes with ClientPoint

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How ClientPoint Helped Vortex Aquatic Structures International Decrease The Time They Spent Creating Business Proposals by 980%

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