The ClearPoint Experience

Making Your Management Reporting Seamless

Are you are frustrated with the amount of time and the complexities involved in your reporting process? Our team of award-winning Customer Success Superheroes can help. Our team can help you find the inefficiencies in your process, shaving hours or even days off your monthly reporting process.

Arrange A Call »

We’ve Got Your Back From Day One

The ClearPoint Onboarding Process

  1. Even before you sign the contract, you will be assigned a dedicated account manager who is ready to help you succeed.
  2. Your account manager will work with you to build a custom implementation timeline to meet your goals.
  3. During kick off, you’ll configure your account and set up your initial training and rollout plan.
  4. Your account manager will then help you onboard and train the rest of your team to begin executing on your strategic plan.

Tricia is always professional, excellent to work with, and extremely efficient. Our ability to maximize ClearPoint wouldn’t be nearly as efficient without the service Tricia provides.

Ryan Locicero

Clean Water Services

I love working with our customers every day to help them optimize their use of ClearPoint. It’s always fun to catch up and share stories about our pets too!

Tricia Jessee

ClearPoint Customer Success team

Strategy Experts On Call For You

Our proven implementation and support processes are backed by years of leading customers to success. And our team has experience improving every strategy and management process.

Our founders worked for over a decade with leading management thinkers and Balanced Scorecard creators, Drs. Norton and Kaplan. Because we understand the business challenges you face, we can ensure that you are leveraging all of ClearPoint’s features to drive the results that you need.

The ClearPoint Experience means you always know you’re getting the support you need to see the results you’ve dreamed of.


Laura is a star! She didn’t stop until she understood what I needed and found a solution.

Harriet Sespico

Florida Sherriff’s Association

The most rewarding part of my job is helping customers find solutions in ClearPoint. It’s always exciting to see a new challenge come in and jump in to help as soon as possible.

Laura Dillon

ClearPoint Customer Success team

Get Support When YOU Need It

You hate waiting hours to get the answers you need. At ClearPoint, your time won’t be wasted. Our team responds in three minutes whether you reach out via phone, email or in-app chat and our customers are 100% satisfied with the support we provide. Many of our customers even call us friends (are we allowed to say that?).

Your Partner, Not Your Vendor

Your process is always changing and improving, and our partnership will too. ClearPoint will support your process every step of the way. But we’re not just here to provide you with a software tool; you can talk to our team anytime to leverage our expertise and knowledge to make your reporting process the best that it can be.

With the changes we’ve been making with ClearPoint through the last couple of months, we’ve really made managing our strategy as simple as it could be.

Amanda Sangster

DC Thomson Media

Meeting strategic goals, and proving it, is vital to the work at DC Thomson Media. As time passed, their original strategic reporting process became labor-intensive and time-consuming for their strategy team, requiring 4 days among their team of 2 each month. They recognized the need to change their process. The transition to ClearPoint allowed them to automate their process and reduce this time by 75%. Now, with that time back, they can focus on finding new ways to meet goals.

Read More »