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Meeting Time: 12:15pm - 12:30pm (PST) Tue Feb 25, 2020.

Before your call with one of our sales experts, Click Here to view a sample ClientPoint that will show you the capabilities of our software.

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The following information is not required, but it will help to customize your consultation/demo.

As a sales leader, what are your top three concerns?

Sales rep productivity & performance

Ramping new hires

Forecast accuracy

Metrics & reporting

Motivation & engagement

Lack of technology & enablement tools

Retention

Other (explain below)

What best describes your current situation as it relates to your proposal process? Please check all that apply.

Our proposals are created manually today in Word and/or Excel.

We have a solution for proposals but there is no ability to add templates so proposals often take a long time to create because reps are selecting items one by one.

We have a solution for proposals but our sales teams do not like the way that it looks, so they sometimes end up creating their own "proposal summary documents" in Word and/or Excel.

We do not currently have a tool that gives us insights into what parts of a proposal a prospect has looked at and for how long.

We do not currently have a way to track within our CRM the status of proposals (unsent, sent, viewed, signed, downloaded)

Lack of technology & enablement tools

We are looking for something easier, faster more efficient, productive and consistent.

Other (explain below)

What improvements would you like to see happen within your sales teams as a result of improving your proposals / sales proposal process?

Speak to you soon!