Case Study: Vortex Aquatic Structures International cuts proposal creation time with ClientPoint

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

Vortex Aquatic Structures International, a world leader in aquatic play solutions, was struggling with a highly manual and time-consuming process for creating business proposals. This system took sales representatives up to eight hours per proposal, leading to inconsistent branding and missed sales opportunities on less certain deals. Seeking a solution that integrated with Salesforce, they partnered with the vendor ClientPoint and its proposal management software.

ClientPoint implemented its platform to automate the proposal creation process, building customized templates and integrating seamlessly with Vortex's CRM. This solution dramatically reduced the time to create a proposal from 8 hours to just 10 minutes, a 980% decrease. The efficiency gains allowed the sales team to pursue more opportunities, while the consistent, professional, and video-enhanced proposals helped strengthen the Vortex brand and win new business.

Vortex Aquatic Structures

Stephen Hamelin

Chief Executive Officer