ClientPoint
11 Case Studies
A ClientPoint Case Study
Securitas North America, a security services company, struggled with a cumbersome and inefficient sales proposal process. They initially used an in-house MS Word template and then a competitor's system, both of which were difficult for their sales team to use and severely hampered productivity. Frustrated, they sought a new solution and selected the ClientPoint proposal creation and management system.
ClientPoint implemented its system by building custom proposal templates for Securitas and training their sales team. The solution standardized their proposals and made them easy to create and personalize. As a result, the time to create a proposal dropped from 3 hours to under 30 minutes, increasing sales productivity by 600%. This efficiency gain contributed to a 25% increase in annual sales, and management praised ClientPoint's analytics tools for providing valuable performance insights.
Bill Barthelemy
Chief Operation Officer