Solutions

ConXPoint clients range from one-person professional practices to companies and organizations of all sizes. The common thread is information - if you exchange information or documents, ConXPoint is for you.

ConXPoint provides your company the tools you need to more efficiently accomplish important B2B and B2C functions, ranging from buy-sell offers to signing the contract; from new client set-ups to service delivery; from strategic planning to board meetings; and from simple daily operations to complex mergers & acquisitions.

Click the examples listed on the left to see how ConXPoint can make the way you conduct business with everyone a lot easier and a lot faster!

Solutions | Virtual Meeting Room

ConXPoint is the ideal tool for meeting with remote clients, business associates and employees. Whether for a sales presentation, strategic planning, a board meeting, or closing a major deal, ConXPoint allows you to easily conduct business without expensive travel or overnight courier fees. With built-in web conferencing and teleconferencing capabilities, ConXPoint's patent pending technology and automation tools allow you to:

• Make sales presentations, conduct meetings, solve problems, negotiate deals, and successfully transact business faster, easier, and more cost-effectively than ever before.
• Automatically document all types of important communications, and share written comments (with the participants you desire) while the conference is in session.
• Sign, seal, and deliver mission-critical agreements and contracts to individual or all meeting participants as quickly as if you were in the same room. 
• Control access to documents and all system functions by the privileges you grant each user. This gives you the ability to successfully complete complex business transactions such as mergers and acquisitions or multi-party litigations, with each party only seeing what they need to see - with ConXPoint you are in total control and confidentiality and security are assured.
• Click Here to watch a short, three minute video presentation. No registration is necessary.

Solutions | Sales

ConXPoint can accelerate the speed and accuracy of the sales process, from gathering information to creating a winning sales proposal to presenting the proposal to the prospective client via ConXPoint web conferencing. It can also allow you and your client to immediately sign the contract when the deal is closed. 
ConXPoint provides the tools to:

• Allow your sales force to transmit information to prospective clients and gather information needed for a proposal.
• Allow multiple parties to instantly underwrite, price, and approve proposals from anywhere.
• Track and share proposal status by prospect, sales office, salesperson, due date, etc.
• Instantly deliver the finished proposal to key decision makers at any location.
• Make a proposal presentation via ConXPoint web and audio conferencing, so you can control the sales process and answer questions as they arise.
• Close the deal and electronically sign the contract as if you were in the same room.
• Distribute the signed agreement securely to all parties.
• Nurture and maintain prospect/client relationships without travel expenses.
• File all documents instantly by client, sales office, and/or product/service line.
• Click Here to watch a short, three minute video presentation. No registration is necessary.

Solutions | Contract Negotiations and Signatures

You can use ConXPoint's document sharing, editing, versioning and commenting features to effectively complete contract negotiations with participants located anywhere in the world. You can also submit any type of document (of any size) for electronic signatures to anyone, anywhere. ConXPoint's patent pending automation technology allows you to:

• Upload documents and assign user/group access at multiple authority levels.
• Collaborate in writing and/or via ConXPoint web conferencing to negotiate the deal.
• Archive multiple document versions (with associated comments) for as long as you specify - including indefinitely.
• Easily and quickly Bates number documents, require electronic notarization or one or more witnesses as needed.
• Submit any type of document for signature by any number of users or non-registered individuals, either from their computer or from one or more hosted in-office location(s) designated by you.
• When the deal is finalized, distribute the signed agreement securely to all parties in a fully documented manner, with the original document filed automatically according to your specifications, complete with an audit trail of the signature process.
• Click Here to watch a short, three minute video presentation. No registration is necessary.

Solutions | New Client Orientation & Training

ConXPoint can provide you the tools you need to help new clients get off to a fast and successful service relationship. ConXPoint's tools allow you to:

• Assign tasks and manage the new client service relationship.
• Schedule and calendar training activities with new clients.
• Provide access to orientation and training materials.
• Conduct training via ConXPoint web/audio conferencing.
• Click Here to watch a short, three minute video presentation. No registration is necessary.

Solutions | Ongoing Service Delivery

ConXPoint can automate key aspects of your service relationship with clients located anywhere in the world. ConXPoint's tools allow you to:

• Track and share all aspects of client service delivery with key personnel to ensure important issues are addressed in a timely and efficient manner.
• Efficiently and securely communicate with clients anywhere at anytime.
• Share information and deliver client documents when overnight delivery is not fast enough (or any time you would prefer to avoid the delivery fees).
• Document and archive the receipt of information and agreements, ensuring you have a solid and verifiable record of who received (and agreed to) what.
• Click Here to watch a short, three minute video presentation. No registration is necessary.

Solutions | Project Management

ConXPoint can bring together business associates, clients, employees, vendors, buyers & sellers, committees, and boards to coordinate the successful completion of any project. ConXPoint's tools allow you to:

• Assign tasks and identify/monitor critical paths in project management.
• Track and share project status by project name, task, priority, responsible party, due date, current status, percent complete, and more.
• Calendar shared activities, milestones, and deadlines, keeping everyone up to date.
• Securely communicate in a fully documented manner, archived by matter, date, and originator.
• Collaborate with the project team by web- or teleconference with the ability to instantly implement any team or individual actions.
• Click Here to watch a short, three minute video presentation. No registration is necessary.

"Nothing's better for expediting sales than a web conference presentation with all the key decisionmakers, no matter where they're located, plus having the tools online to make instant changes to your proposal and sign the contract when the deal is sold. How cool is that?"

Jason Jenkins, President
Alpha Surety & Insurance Brokerage, CA