ClientPoint
11 Case Studies
A ClientPoint Case Study
Marsden Building Maintenance, a national facility services provider, faced significant inefficiency with its previous CRM, Microsoft Dynamics. Their sales team found the system difficult to use, leading to poor data entry and a lack of integration with other software, which caused redundant work. This cumbersome process was hindering productivity and client data management.
ClientPoint addressed these challenges by implementing its Paperless CRM software. The solution seamlessly integrated with Marsden's existing ClientPoint proposal system, eliminating duplicate data entry. The results were substantial, including a 650% increase in sales productivity by cutting proposal creation time from 6-8 hours to just 1-2 hours. The sales team gained 65% more time for selling, and managers could generate reports in minutes instead of days, all thanks to the easy-to-use platform from ClientPoint.
Richard Catchman
Marsden Building Maintenance