Case Study: Vortex Aquatic Structures cuts proposal creation time by 980% with ClientPoint

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

Vortex Aquatic Structures, a designer and manufacturer of aquatic play features, faced significant challenges with its manual, time-consuming proposal process. Creating a single business proposal took sales representatives up to eight hours, leading to lost opportunities and inconsistent, unbranded documents that failed to differentiate them from competitors. Seeking an automated solution that integrated with Salesforce.com, the company turned to the ClientPoint platform to streamline their workflow.

By implementing ClientPoint, Vortex gained customized proposal templates and seamless CRM integration, which automated the inclusion of product sheets and videos. This solution dramatically reduced the time to create a proposal from 8 hours to just 10 minutes, a 980% decrease. The results for Vortex included a consistent brand image, the ability to easily add personalized video, and a significant increase in sales productivity and market share as reps began creating proposals for every opportunity.

Vortex Aquatic Structures

Maria Madlener

Sales Specialist