ClientPoint
Create and track sales proposals, quotes, and contracts in Salesforce Platform.
ClientPointPaid
trumpet
by trumpetSalesforceFreemium
Create Salesforce-connected digital sales rooms for buyer content, collaboration, proposals, forms, and deal activity.
PRICINGFreemium
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
What it does
Trumpet creates digital sales rooms, called Pods, that bring together marketing content, recordings, mutual action plans, proposals, forms, surveys, and e-signature materials. Pods can be created from Salesforce Deals, Companies, or Contacts, with Salesforce information used to populate templates. Activity in a Pod, including comments, views, downloads, and completed plan steps, is sent back to Salesforce. Salesforce deal pages provide access to associated Pods, and Salesforce buyer information can populate proposals and quotes.
Key capabilities
from the Salesforce AppExchange listingSalesforce Pod creation
Creates trumpet Pods from Salesforce Deals, Companies, or Contacts.
Buyer content spaces
Places content such as recordings, proposals, forms, surveys, and e-signature materials in a Pod.
Activity synchronization
Sends Pod activity, including comments, views, downloads, and completed mutual action plan steps, to Salesforce.
Salesforce data mapping
Uses Salesforce deal, contact, and company information to populate Pod templates.
Proposal and quote support
Populates trumpet proposals and quotes with buyer information from Salesforce or adds a Salesforce Quote to a Pod.
Use cases
- A sales team can use one Pod to manage materials from outreach through demo, proposal, and deal close.
How it compares
Trumpet combines digital sales rooms with Salesforce-linked Pod creation and activity synchronization. ClientPoint focuses on creating, sending, tracking, and managing eBrochures, proposals, quotes, and contracts. Along and Smart Rooms by JourneyDXP also provide collaborative digital sales spaces, while their listed descriptions emphasize stakeholder alignment and account-based customer workspaces respectively.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Freemium | Cloud | |
| Digital Sales Rooms for Salesforce by Along | Free | Cloud | |
| ClientPoint | Paid | Cloud | |
| Smart Rooms (Digital Sales Rooms) by JourneyDXP | Paid | Cloud |
In the catalog
1,106 plugins in Salesforce Platform · Sales
Price distribution: 265 free, 166 freemium, 675 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Freemium
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What the vendor says
«Centralise your buyer journeys and get deals done quicker with trumpet digital sales rooms - interactive, collaborative and auto-personalised spaces. Imagine one space where you can centralise marketing content, video recordings, demo recordings, mutual action plans, proposals, forms/surveys, e-signature & more. Move …»