Telenotes vs ClientPoint
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Sir Richard BransonMost popular feedback for Telenotes
The ability to track where I've been .The ability to follow up on what I've done .
Renee O.
About Telenotes
Get better sales call notes with Telenotes! Your sales reps love to talk, but hate to type. Yet you still need their data from the field. Discover how Telenotes can help you keep your reps focused on selling, and leave the data entry to us.
Most popular feedback for ClientPoint
I really like how we can easily group and customize each piece of content to match the customer regardless of media type. It is simple to use and it extends our HubSpot CRM through integration. It provides the tracking we needed to ensure the customer was accessing the information. The ability to password protect and track sharing is a huge benefit as well.
Bill C.
About ClientPoint
Our enterprise platform helps you easily manage business relationship workspaces for each of your prospects, customers and partners, where you can schedule, meet and share materials all in one place. Propose & close deals faster, serve & grow clients better, and transform your most valuable business relationships. Pricing (starting at $95/seat) varies depending on your company needs.
Telenotes reviews
The Telenotes team provide outstanding support! They are quick to answer questions by phone or email. Whether it is the app or the online portal; the functionality of the product is user friendly. The program is reliable and provides us with a great way for everyone to stay on the same page and I absolutely love the reminder emails with follow up tasks!
- Michele F. Director of Sales & Operations
he biggest problem solved is being able to track the information from a call. I receive followup tasks and calendar reminders in real time and can act on the requests of my customers right away. I have talked to other sales professionals who use different CRMs and find that they don't like them and spend more non-sales time inputting their call notes, if they even remember them. Telenotes makes it EZ to input, act, and move on to the next client without having to remember all the details in my mind. They are my sales brain!
- Timm R. Regional Manager
Though it gets the job done, there are often major delays. I use the program every day and every day I have to exit and re-enter the program multiple times to get the flow going again or because it stopped responding. For some reason, this software is also much slower when other people in our house are on the wifi for reasons I do not understand because no other program I use is slower when other people access the wifi.
- Lexie K. Transriber
ClientPoint reviews
Outside of those few cons, it's been great and very easy for us to comment back and forth with prospects and send professional
- Jay M. Marketing Strategist
Using paperless is one of the best software programs to us for sales i recommend it for everyone who is in the same field. You can keep track of all your proposals and everyone is always involved and it holds so many proposals and you can add whatever section you want them to see inside the proposal and medium user friendly once you get the hang of it.
- Cathleen S. sales
Great for keeping track of proposals, however very slow some days. We do about 30 proposals per day on paperless.
- Tom D. DIRECTOR OF SALES
Pros & cons
Telenotes
| Pros |
|---|
| It is great when I get put off by a current customer or if I just run out of calls to make |
| This program has shown me that there is always another call to make |
| If I need help with the program TNOTES has always been right there for me |
| They have truly made me a lot more than I pay them |
| It saves me time and keeps my clients information safe and organized |
| LOL and I found it hard to stay organized and stay on top of things." |
| Cons |
|---|
| I use the program every day and every day I have to exit and re-enter the program multiple times to get the flow going again or because it stopped responding |
| The biggest problem solved is being able to track the information from a call." |
ClientPoint
| Pros |
|---|
| Being able to send the proposal online, then track who, when and how long each person reviews the proposal if outstanding |
| The analytics is unmatched and extremely helpful |
| Functionality to customize according to what we need |
| Every successful company has a cutting edge to make them better and Paperless helps highlight ours |
| What I love about this software is that you can share as many documents/files as you like in one single proposal |
| You can customize your proposal to be however you want it to be |
| Outside of those few cons, it's been great and very easy for us to comment back and forth with prospects and send professional." |
| Cons |
|---|
| I hope no one else in my industry buys this so I can use it to kick there ass |
| You gotta be crazy if you're not using this for your business |
| The software is a bit difficult to maneuver and clunky |
| I am giving the benefit of the doubt, but my proposals look bad |
| The pagination and graphics get thrown out of alignment and I can't seem to override or correct in local edit." |
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