Real-World Case Studies and Customer Success Stories with ClientPoint

ClientPoint helped Flavours Catering + Events move from manual proposal creation to automated, template-based proposals. Before ClientPoint, they used Word and Excel, which was slow and error-prone. ...With ClientPoint, proposal creation now takes minutes instead of over an hour. Their proposals look more professional and help them win more business. They can track proposal views and conversions with analytics tools. Over five years, they saw a 25% increase in sales each year using ClientPoint.
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Securitas USA grew sales by 25% in the year after implementing ClientPoint and reduced the time it takes to create a proposal from 3 hours to only 30 minutes.

Securitas USA grew sales by 25% in the year after implementing ClientPoint and reduced the time it takes to create a proposal from 3 hours to only 30 minutes.

Securitas USA grew sales by 25% in the year after implementing ClientPoint and reduced the time it takes to create a proposal from 3 hours to only 30 minutes.

Securitas USA grew sales by 25% in the year after implementing ClientPoint and reduced the time it takes to create a proposal from 3 hours to only 30 minutes.

ClientPoint business proposal software helped Mauzy HVAC create, send, track, and manage business proposals. Mauzy HVAC used the software to improve their sales process. As a result, they increased t...heir sales by $10 million. The software made it easier for them to handle proposals online. This led to more sales and better business growth.
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ClientPoint helped Cypress Creek Pest Control move from paper-based proposals to digital proposals. The company wanted a modern, easy-to-use system to create, send, and track proposals. ClientPoint p...rovided flexible templates and cloud-based tools. Cypress Creek Pest Control doubled its closing rate and increased sales. Clients now see the company as more professional and advanced. The sales team can send more proposals faster, and management can track performance easily.
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ClientPoint helped Seat King, LLC improve their sales proposal process. Before, they used Excel and PDF files, which looked unprofessional and lacked tracking. With ClientPoint, they now create profe...ssional, branded proposals with personalized videos. The sales team finds it easier to make detailed proposals and sends more of them. They can track when prospects view proposals and what pages they spend time on. This has helped Seat King win more new accounts and shorten their sales cycle.
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ClientPoint helped Vortex Aquatic Structures cut proposal creation time from 8 hours to just 10 minutes. The sales team now uses ClientPoint to make fast, professional proposals. This led to more pro...posals sent and more sales opportunities. Proposals now look consistent and match the Vortex brand. ClientPoint connects with Salesforce to automate data sharing and proposal management. Sales productivity increased and Vortex stands out from competitors.
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ClientPoint helped Mauzy Heating & Air Conditioning modernize their sales proposal process. Before, the team used handwritten forms that took 20 minutes per proposal and were hard to track. With Clie...ntPoint, they built a digital template and learned to create, track, and manage proposals on site. Sales doubled from $5.7 million to $11.4 million. Proposal creation time dropped from 150 to 37 hours per month. Data errors fell by over 95%.
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ClientPoint helped Securitas North America improve their sales proposal process. Before, it took up to 3 hours to make a proposal using a difficult system. With ClientPoint, proposals now take less t...han 30 minutes. Securitas saw a 25% increase in sales in the first year after switching. The sales team finds the system easy to use and management likes the consistent, branded proposals. ClientPoint gives Securitas a strong edge over competitors.
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Paperless CRM helped Marsden Building Maintenance boost sales productivity by 650%. The team cut proposal creation time from 6-8 hours to just 1-2 hours. Sales reps now spend 65% more time selling an...d less time on data entry. Paperless CRM is easy to use, so reps record all client interactions. Managers create reports in 15 minutes instead of hours or days. Marsden recommends Paperless CRM for its efficiency and simple report tools.
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ClientPoint helped Phoenix Protective Corporation automate their proposal process. Before, it took 3 hours to make a proposal. Now, it takes only 30 minutes. This change increased sales productivity ...by 600%. Managers can now work together on proposals and add videos. They can send proposals for electronic signature and start projects faster. ClientPoint’s tracking tools give insight into what prospects want. Phoenix Protective Corporation now closes more sales and has grown their business.
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