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ClientPoint vs Salesforce Anywhere: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of ClientPoint vs. Salesforce Anywhere is based on a specific set of business needs and context. The comparison uses 7253 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing ClientPoint and Salesforce Anywhere

ClientPoint, Better Proposals, Proposable Proposal Software, etc., belong to a category of solutions that help Proposal Management, whereas Salesforce Anywhere, Bluescape, Mural, etc., belong to a category of solutions that help Team Collaboration. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

ClientPoint covers Sales Document Management, Engagement Management, Collaboration with Offline, Communication Management with E-Mail, etc.

Salesforce Anywhere focuses on Collaboration, Sales Document Management, Content Management, Communication Management with E-Mail, etc.

"Our sales team is happier and more motivated now because they have 65% more time to spend selling and interacting with prospects and clients. " - Marsden

"Whenever you go through a crisis, leadership has to come to the top. How do we emerge stronger as a business? Can we change the way we work? Can we make quicker decisions? " - Arvind Krishna

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.


logo ClientPoint

Focus area

Software Failure Risk

  • low

logo Salesforce Anywhere

Focus area

Salesforce Anywhere is better than ClientPoint for

Software Failure Risk

  • medium

About

ClientPoint - The sales sharpener. Close More Deals, Faster

Real-time Team Collaboration App for Sales and Service teams

Age

1999

Financials

SEED

IPO

Business Need

Total Processes
(we found evidences for)

59

65

Total Goals
(we found evidences for)

9

16

Top Processes

Evidences indicate better relative satisfaction


sales document management

proposal & quote management

contract management


engagement management

engaging and following up



communication management

sending & publishing communications

tracking & monitoring communications



training & onboarding


helpdesk management


rating and review management


sales call management

meeting management


trade show marketing


campaign management


social media management

social media analytics

scheduling post to social media



generation of new leads


customer feedback management




workflow management


conference call management


contact list management


lifetime value management




products & pricelist management



business development


lead qualification

lead qualification: technographic



account management




knowledge management




sales review & feedback



loyalty management


competitive intelligence



follower management


Top Goals

Goals Achieved

  • Acquire customers

  • Increase sales & revenue

  • Enhance customer relationships

  • Grow market share

  • Build brand awareness

  • Scale best practices

  • Improve efficiency

  • Improve ROI

  • Shorten ramp up time

  • See 6 more
  • Improve internal communications

  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Scale best practices

  • Improve efficiency

  • Improve stakeholder relations

  • Grow market share

  • Enter new markets internationally or locally

  • Launch new products

  • Improve ROI

  • Improve brand engagement

  • Build brand awareness

  • Improve visibility

  • Increase average basket value

  • Improve digital and social presence

  • See 13 more

Top Channels

Channels Used

  • chat

  • e-mail

  • offline

  • mobile

  • Slack

  • website

  • point of sale

  • on premises

  • phone calls

  • mobile app

  • user generated content

  • blogs

  • games

  • social media

  • Skype

  • video

  • review sites

  • Amazon

  • omnichannel

  • promotions

  • See 17 more
  • chat

  • e-mail

  • offline

  • mobile

  • Slack

  • website

  • point of sale

  • on premises

  • phone calls

  • mobile app

  • user generated content

  • blogs

  • games

  • social media

  • Skype

  • video

  • review sites

  • Amazon

  • omnichannel

  • promotions

  • See 17 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

low

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medium

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Security & Privacy Risk

low

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medium

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Integration Risk

low

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medium

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Migration Risk

medium

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medium

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Business Setting