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Yuju - Marketplace

ClientPoint

Status: Unverified

Easily manage business relationship workspaces for each of your prospects, customers and partners, where you schedule, meet, chat, share materials, sign and much more, all in one place directly tied to your NetSuite records. Use ClientPoint to nurture leads more effectively, propose and close deals faster, and onboard and serve clients better with streamlined document generation, analytics, templates, calculation tools, and digital asset management tools.

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Description

We Make it Easy for People to do Business with You

Create a private, secure, and personalized business relationship workspace for your customer, lead, or prospect in just a click from a NetSuite record where you can share files, schedule, meet, sign, and more.

Key Benefits

  • Business relationship workspaces: Central hubs for your relationship management.
  • Enterprise document and proposal creation: Automated, trackable, and efficient.
  • Online customer experiences: Consistent and engaging throughout the customer journey.
  • Bi-directional content sharing: Foster collaboration with your most valuable relationships. Integration with NetSuite: Take control of marketing, sales, and support.
  • Telemetry & analytics: Gain insights into your prospects and customers.

ClientPoint sales experiences are interactive, attractive, easy-to-use, and endlessly customizable

  • ClientPoint experiences help you land more meetings, facilitate better virtual presentations, follow up more powerfully, and close more deals.
  • Give prospects quick interactive access to everything they need, including you with live on-demand sales meetings.
  • Add marketing videos, client testimonials, personalized video messages and other multimedia from a preset library, connected drive or mobile device.
  • Use prebuilt experiences to give every rep the ability to wow their prospects.
FEATURES

ClientPoint Meetings

ClientPoint is a leader in modern enterprise video communications, with an easy, reliable cloud platform for video and audio conferencing, chat, and webinars across mobile, desktop, and room systems. ClientPoint Rooms is the original software-based conference room solution used around the world in board, conference, huddle, and training rooms, as well as executive offices and classrooms.

ClientPoint Schedule

Find the perfect meeting time with super easy online appointment scheduling. It's 100% free, super easy to use, and you'll love our customer service.

ClientPoint Sign

From sales contracts and offer letters to account openings and invoices, agreements are everywhere. With ClientPoint eSignature, you have the ability to complete contracts, approvals, and other agreements in minutes rather than days.

ClientPoint Proposal Automation

ClientPoint has a global robust document generation platform, plus storage and creation tools to make your sales decks, proposals, RFP’s and other content come to life.

By placing those materials into business relationship workspaces called a ClientPoint, you will know how your prospects and clients engage with & share these important materials. Combining that with all other relationship tools, like scheduling, meetings, esign and much more, it's a perfect combination to help you conduct your relationships like never before.

ClientPoint Cloud

ClientPoint has robust document generation, storage and creation tools to make your sales decks, proposals, RFP’s and other content come to life.

The content library, template creation and other tools ensure that your content is always the most current version. Easily update all your partners in one step with our Content Management Platform that levels up how you feature yours and your partner solutions.