Proposal automation for sales teams
We modernised ClientPoint’s proposal platform, connecting content creation, engagement tracking and electronic signatures with sales systems.
Sources: ClientPoint's sales improvement calculator reports the average close-rate result. The 2019 Softobiz case study records the historical user count.
ClientPoint needed proposal automation to turn documents into measurable sales journeys.
ClientPoint is a cloud-based proposal creation and management platform for preparing, sending and tracking proposals, contracts and quotes with multimedia content and engagement analytics.
Softobiz remodelled the existing application with updated architecture and features after off-the-shelf proposal tools did not fit the client's workflow.
What stood in the way.
Static proposals
Existing tools could not create interactive proposals with varied content types.
Confidentiality gaps
Data breach prevention and secure e-signature were missing.
No engagement insight
Sales teams had no real-time analytics on how proposals performed.
Endless recreation
Teams repeatedly recreated proposal content instead of working from a reusable library.
The solution, piece by piece.
A multimedia proposal engine
Images, video messages, testimonials, presentations, and e-brochures inside every proposal, with a reusable content library.
CRM and ERP integrations
Salesforce, NetSuite, Zoho, Microsoft Dynamics, HubSpot, and more connect the proposal lifecycle to the systems of record.
E-signature without friction
Sertifi and Right Signature integration lets multiple parties sign digitally, no download-sign-upload loop.
Engagement analytics
Who viewed the proposal, how long they stayed on each section, and who they shared it with, in real time, with team performance reporting on top.
Administrative access controls
Administrators manage access permissions for proposal content and workflows.
What changed for the client.
30%
Higher close rates
ClientPoint reports that its users see an average 30% increase in close rates.
2,000+
Users recorded in 2019
The 2019 Softobiz case study recorded more than 2,000 users. It is a historical platform snapshot, not a current client count.
Faster sales cycles
Reusable content, system integrations and e-signature support a shorter proposal workflow.
Data-led selling
Engagement analytics tell teams which proposals work and why.
The capabilities that carried this engagement.
Related client work.
Explore related work across platforms, data and operations.
Reduce the work between proposal creation and signature.
Talk to the team that remodels the platforms your revenue runs on.