Marketpoint CRM product overview

Marketpoint CRM is a cloud platform designed to support sales and marketing processes. From database profiling and management, lead qualification and tracking, to real-time marketing reports and sales forecasting, Marketpoint CRM delivers end-to-end customer and prospect relationship management accessible on all devices.

The system uses Angular Material on the front end for a smoother transition between pages and buttons, and quick loading for results and larger reports. It’s designed for ease of use and aims to maximize productivity with fewer clicks and intuitive features. Mobile-optimized, you can add leads and update contact records from your phone.

Marketpoint’s homepage dashboards allow you to access the data and business intelligence you need. Top-level stats and graphs bring sales and marketing metrics alive, giving the user the ability to drill down into each figure, overseeing all activity. View audit history of changes made to leads, reporting on Marketing ROI and Sales Activity, and bridge the gap between both key business functions.

Pros of Marketpoint CRM

At Marketpoint, you’ll have a dedicated Client Success Manager on hand for the implementation, feature development, and full support of your instance throughout. They will take the time to get to know you and your company’s objectives, adapting to your business’s needs along the way.

Cons of Marketpoint CRM

It doesn’t include features such as AI or Auto-Data Enhancement, and some of the more sophisticated reporting and profiling is still a work in progress.

Breakdown of core features

Database profiling & management

Profile your data for targeted sales and marketing campaigns. Tag records with key information for your business, allowing for better searching and data segmentation. Being fully mobile responsive and automated provides the Sales team with the ability to update lead status and pipeline for full visibility of projected and actual sales.

Reporting

Full integration with Marketing Automation systems supplies live metrics on CRM dashboards for one central view of activity. Tied in with lead tracking and conversion, this provides end-to-end, closed-loop reporting and ROI measurement. Marketpoint also provides reports for sales forecasting that can be run by person, team, division, or even globally.

API

With Marketpoint CRM at the center, integrate with your Marketing Automation platform for engagement, Microsoft Outlook for Sales, and Zuant for offline mobile lead capture at Events, in addition to bespoke API integrations.

(Last updated on 06/17/2020 by Marshall Bright)