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Compare ClientPoint vs Quotient

Failure Risk Guidance Security Report ?

Failure Risk for ClientPoint low Failure Risk for Quotient low
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Comparison Summary

For ClientPoint vs Quotient comparison, Our AI algorithm looked at 4362 peer reviews, testimonials and expert opinions across 50+ sources to understand how successful they were in using ClientPoint and Quotient to solve their respective business needs.

Pros and cons of ClientPoint and Quotient

ClientPoint is more suited to businesses that require Sales Document Management and Engagement Management where as Quotient is focused towards Sales Document Management and Engagement Management .

Both ClientPoint and Quotient are Proposal Management software, peers recommend ClientPoint for digital signature and communication management where as Quotient is more known for lifetime value management .

logo ClientPoint

Focus area

ClientPoint is better than Quotient for

Software Failure Risk

  • low

logo Quotient

Focus area

Quotient is better than ClientPoint for

Software Failure Risk

  • low

About

ClientPoint - The sales sharpener. Close More Deals, Faster

Quotient: Quoting Software

Age

2011

Financials

SEED

PRIVATE

Business Need

Total Processes
(we found evidences for)

59

30

Total Goals
(we found evidences for)

9

4

Top Processes

Evidences indicate better relative satisfaction

sales document management

Read Reviews (936)

Read Reviews (430)

proposal & quote management

Read Reviews (875)

Read Reviews (423)

contract management

Read Reviews (32)

Read Reviews (3)

digital signature

Read Reviews (28)

Read Reviews (2)

document sharing

Read Reviews (3)

Read Reviews (0)

engagement management

Read Reviews (41)

Read Reviews (47)

engaging and following up

Read Reviews (36)

Read Reviews (43)

collaboration

Read Reviews (26)

Read Reviews (1)

communication management

Read Reviews (23)

Read Reviews (4)

sending & publishing communications

Read Reviews (20)

Read Reviews (3)

tracking & monitoring communications

Read Reviews (2)

Read Reviews (1)

content management

Read Reviews (22)

Read Reviews (0)

content sharing

Read Reviews (8)

Read Reviews (0)

content curation

Read Reviews (3)

Read Reviews (0)

training & onboarding

Read Reviews (16)

Read Reviews (5)

helpdesk management

Read Reviews (13)

Read Reviews (0)

rating and review management

Read Reviews (8)

Read Reviews (0)

sales call management

Read Reviews (7)

Read Reviews (0)

meeting management

Read Reviews (6)

Read Reviews (0)

trade show marketing

Read Reviews (5)

Read Reviews (0)

campaign management

Read Reviews (5)

Read Reviews (0)

social media management

Read Reviews (4)

Read Reviews (0)

social media analytics

Read Reviews (2)

Read Reviews (0)

scheduling post to social media

Read Reviews (2)

Read Reviews (0)

generation of new leads

Read Reviews (4)

Read Reviews (1)

customer feedback management

Read Reviews (4)

Read Reviews (2)

workflow management

Read Reviews (3)

Read Reviews (2)

conference call management

Read Reviews (2)

Read Reviews (0)

contact list management

Read Reviews (2)

Read Reviews (5)

lifetime value management

Read Reviews (2)

Read Reviews (35)

products & pricelist management

Read Reviews (2)

Read Reviews (0)

business development

Read Reviews (2)

Read Reviews (0)

lead qualification

Read Reviews (2)

Read Reviews (0)

relationship management

Read Reviews (1)

Read Reviews (2)

competitive intelligence

Read Reviews (0)

Read Reviews (2)

SeealllessActivities

Top Goals

Goals Achieved

  • Acquire customers

  • Increase sales & revenue

  • Enhance customer relationships

  • Grow market share

  • Build brand awareness

  • Scale best practices

  • Improve efficiency

  • Improve ROI

  • Shorten ramp up time

  • See 6 more

  • Acquire customers

  • Increase sales & revenue

  • Enhance customer relationships

  • Scale best practices

  • See 1 more

Top Channels

Channels Used

  • e-mail

  • chat

  • website

  • mobile

  • promotions

  • offline

  • Slack

  • point of sale

  • phone calls

  • on premises

  • See 7 more

  • e-mail

  • chat

  • website

  • mobile

  • promotions

  • offline

  • Slack

  • point of sale

  • phone calls

  • on premises

  • See 7 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

low

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medium

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Security & Privacy Risk

low

{{{rsh_C_1}}}

high

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Integration Risk

low

{{{rsh_C_1}}}

low

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Migration Risk

medium

{{{rsh_C_1}}}

low

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IT and Other Capabilities

  • Low
  • Medium
  • High

Business Setting