ClientPoint Analytics

ClientPoint offers a comprehensive analytics feature designed to help you track and assess how your proposals are being engaged with by recipients. Understanding when and how recipients interact with your documents is critical in making informed decisions and optimizing your sales process. With analytics, you no longer need to guess whether your proposal has been viewed or engaged with.

Key Features of ClientPoint Analytics

1. Real-Time Notifications:

   • Once a recipient views your ClientPoint proposal, you will receive an email notification. This notification includes a direct link to the Analytics page, where you can see engagement details such as the number of views, time spent on the document, and actions like downloads, shares, and comments.

2. Detailed Analytics Dashboard:

   • The Analytics page provides a high-level overview of the document’s performance. This includes:
     • Number of views: How many times your proposal has been accessed.
     • Time spent: The amount of time the recipient spent reviewing the document.
     • Downloads: Whether any files were downloaded during the review.
     • Shares: Whether the document was shared with others.
     • Comments: Whether the recipient added any comments to the proposal.

3. Viewer-Specific Insights:

   • By clicking More Info next to a viewer’s name, you can access Viewer Specific Analytics. This section provides more granular data, showing which specific files were viewed, how long each file was viewed, and if any actions were taken with the individual files (like downloading or commenting).

4. Time-Saving Insights:

   • The analytics dashboard allows you to spend less time wondering about recipient engagement. Instead of waiting for feedback or responses, you can see when the proposal was interacted with and how engaged the recipient is. This gives you more actionable insights to follow up in a timely and meaningful manner.

Conclusion

ClientPoint’s Analytics feature is a powerful tool for sales professionals and businesses that rely on proposals to close deals. By providing detailed, real-time insights into how recipients are interacting with documents, the tool helps users make data-driven decisions and take appropriate follow-up actions. This feature improves efficiency by reducing the guesswork in your sales cycle and ensures you can engage with potential clients at the right time, based on their level of interest and interaction with your proposal.

For more information or assistance, reach out to support@clientpoint.net.