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Solutions - Business applications
Friday, 19 December 2008 22:05
ClientPoint - Sales Force Automation
ClientPoint drives sales performance by allowing sales representative to track and share contacts and opportunities, manage and up sell into existing accounts, forecast revenue, monitor performance through dashboards, manage quotes and contracts, work offline through our mobile solutions and collaborate through integration with Microsoft Outlook and other groupware applications.

Benefits
  • Share sales data across individuals and teams
  • Focus attention on the most profitable deals
  • Bring new sales representatives up to speed
  • Present effective presentations and proposals to customers
  • Monitor quota progress and business performance
Marketing Automation
ClientPoint closes the loop between marketing and sales. Create, execute and track campaigns across multiple channels. Develop compelling email marketing programs and capture leads directly into your CRM system with web-to-lead forms. Manage and assign leads to your sales reps and track the marketing ROI of your programs.

Benefits
  • Create and execute campaigns across marketing channels
  • Captures leads directly into CRM System
  • Measures return on investment of campaigns
Meeting Management
ClientPoint provides a specific process for the complex task on managing formal meeting and associated processes. How often have you had to plan, manage or attend important meetings to find that it was all a bit of a waste of time? Now through the use of a Meeting Workspace with formal processes for creating and approving, agenda’s, review documents, presentations, objectives, tasks and minutes. From now on people will know what the meeting is about, what’s expected from them and their colleagues’. Reminders will drive all parties to complete their tasks to make sure some business value is generated from these events.

Resources
All companies need a place to store in an organised way, useful content and general resources that enable staff to find information in an efficiently and timely manner. ClientPoint take this a step further than SharePoint does out of the box. The Resources area provide and friendly website view of documents that are securely stored in document libraries but have been categorised and published for general use. This area also provide for storing quick links to web resources etc. as well.

Knowledgebase Customer/Internal Support
Acquiring new customers is much more expensive than selling to existing ones. With ClientPoint customer support, companies have the confidence that customer cases will be handled quickly and effectively. ClientPoint customer support centralizes customer service requests across channels to allow companies to manage inbound emails, diagnose bugs, share knowledge, and resolve customer issues. In addition, companies can defray customer support costs with the Customer Self-Service Portal.

Benefits
  • Centrally manage and share all customer service issues
  • Understand frequency of incidents to improve product quality
  • Share information across individuals and teams
  • Measure the responsiveness of customer support


Reporting
ClientPoint Reporting turns data into actionable information. Managers can monitor business performance across the entire business with reporting tools on Marketing Analytics, Sales Trends, Case Reports, and Customer Profiles. Dashboards can be customized to meet the individual roles of users or to track key metrics across the organization. Underlying each report is actual data, so managers can drill down and explore the data impacting their business.

Benefits

  • Create real-time reports and dashboards on any CRM metric
  • Monitor the effectiveness of marketing programs, sales opportunities, and support cases
  • Share/restrict access to reports and dashboards across teams

Collaboration
Underlying marketing, sales and support activities, ClientPoint Collaboration provides capabilities to manage email within ClientPoint while integrating with Microsoft Outlook, schedule and track activities, manage projects, and work in offline or mobile settings. ClientPoint collaboration streamlines common tasks and promotes more effective communication with employees and customers.

Benefits

  • Manage schedules, calls, meetings and emails from a single location
  • Create, assign and manage key projects across teams
  • Integrate ClientPoint with popular applications such as Microsoft Outlook
  • Allow workers to access CRM in mobile and offline settings

 
Last Updated on Friday, 30 January 2009 22:02