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Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Michelin, an e2open customer evaluated Oracle Transportation Management

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

List of ClientPoint Customers

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Logo Customer Industry Empl. Revenue Country Vendor Application Category When SI Insight Insight Source
M. N. Mauzy Mechanical Construction and Real Estate 10 $1M United States ClientPoint ClientPoint Sales Engagement,Sales Enablement 2014 n/a In 2014, M. N. Mauzy Mechanical implemented ClientPoint to automate a previously paper-based proposal process, deploying ClientPoint as a Sales Engagement,Sales Enablement solution in the United States. The deployment is tied to vendor case study results from 2014 and 2015 and was focused on improving proposal throughput for the company operating in construction and real estate services. The ClientPoint implementation concentrated on proposal automation capabilities, including template-based proposal creation, centralized content and asset reuse, and configurable proposal assembly workflows. The Sales Engagement,Sales Enablement deployment leveraged these standard functional modules to reduce manual document composition and to streamline salesperson access to preapproved content. Operational coverage was centered on the sales function, with the implementation scoped to field sales and proposal teams rather than enterprise IT systems. Rollout sequencing and timing are inferred from the 2014 to 2015 vendor case study, indicating an early adoption posture for a 10 person organization in the United States. Governance changes included standardized proposal templates and formalized proposal creation workflow, which the case study links to a reduction in proposal creation time by roughly 75 percent. The vendor reported associated revenue growth from 5.7 million dollars to 11.4 million dollars year over year following the ClientPoint Sales Engagement,Sales Enablement deployment.
Securitas Security Professional Services 121000 $5.8B United States ClientPoint ClientPoint Sales Engagement,Sales Enablement 2015 n/a In 2015, Securitas Security implemented ClientPoint for Sales Engagement,Sales Enablement to standardize and automate North America sales proposals in the United States. The deployment centralized proposal creation workflows and template management across Securitas North America sales teams, focusing on sales and CRM enablement. ClientPoint was configured for proposal automation and embedded analytics, with modules for template libraries, content assembly, and proposal analytics described in the vendor case study. The rollout targeted Securitas North America’s United States sales organization and streamlined proposal authoring, reducing creation time from 2 to 3 hours to under 30 minutes as reported. The implementation emphasized process standardization, workflow automation, and analytics driven review for commercial proposals, and vendor materials report a 25 percent increase in sales following adoption.
Vortex Aquatic Structures International Manufacturing 250 $50M Canada ClientPoint ClientPoint Sales Engagement,Sales Enablement 2015 n/a In 2015, Vortex Aquatic Structures International implemented ClientPoint. The deployment focused on proposal automation within a Sales Engagement,Sales Enablement context to internationalize and standardize sales proposals across channels. ClientPoint was configured to automate proposal generation and to manage reusable proposal templates and content, enabling assembly rules that incorporated account and opportunity data. The configuration emphasized consistent document structure and configurable content blocks to support localized proposals and repeatable proposal assembly workflows. The implementation integrated ClientPoint with Salesforce to source CRM data directly into proposals, enabling sales teams to generate proposals without manual data re-entry. Operational coverage targeted commercial sales and channel-facing proposal activities across Vortexs international footprint. Governance was enforced through standardized templates and workflow controls to maintain cross-channel consistency. The vendor case study reports that proposal build time was reduced from as much as 8 hours to about 10 minutes, and consistency across channels was improved.
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