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Breadcrumb: [Inicio](/) > [Software para gestión del rendimiento empresarial](/directory/242/business-performance-management/software) > [ClearPoint Strategy](/software/119743/clearpoint-strategy)

# ClearPoint Strategy

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> ClearPoint Strategy es una solución de planificación, gestión y creación de informes de estrategia para administradores de pymes, grandes empresas y gobiernos locales. Las características principales de ClearPoint incluyen planificación estratégica, gestión de proyectos y creación de informes automatizados. Los usuarios pueden crear gráficos personalizados, tarjetas de puntuación e informes.
> 
> Veredicto: 53 usuarios lo han valorado con **4.8/5**. De los mejores valorados en **Probabilidad de recomendación**.

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## Estadísticas y valoraciones rápidas

| Métrica | Valoración | Detalles |
| **En general** | **4.8/5** | 53 Opiniones |
| Facilidad de uso | 4.6/5 | Basado en las opiniones generales |
| Asistencia al cliente | 4.9/5 | Basado en las opiniones generales |
| Relación calidad-precio | 4.7/5 | Basado en las opiniones generales |
| Funcionalidades | 4.5/5 | Basado en las opiniones generales |
| Porcentaje de recomendaciones | 90% | (9/10 Probabilidad de recomendación) |

## Sobre el proveedor

- **Empresa**: Ascendant Strategy Management
- **Constitución**: 2008

## Contexto comercial

- **Precio inicial**: 50,00 US$
- **Público objetivo**: 2-10, 11-50, 51-200, 201-500, 501-1.000, 1.001-5.000, 5.001-10.000, 10.000+
- **Despliegue y plataformas**: Cloud, SaaS, Web
- **Idiomas admitidos**: alemán, español, francés, inglés, italiano, portugués
- **Países disponibles**: Canadá, Estados Unidos, México, Reino Unido

## Funcionalidades

- API
- Alertas y notificaciones
- Análisis de tendencias
- Análisis financiero
- Análisis visual
- Arrastrar y soltar
- Autorizaciones basadas en roles
- Benchmarking
- Búsqueda/filtro
- Campos personalizables
- Comentarios/notas
- Conectores de datos
- Consulta ad hoc
- Contabilidad de los proyectos
- Controles o permisos de acceso
- Creación de diagramas
- Creación de hojas de ruta
- Creación de informes ad hoc
- Creación de informes financieros
- Creación de informes y estadísticas

## Integraciones (en total: 10)

- Asana
- Google Analytics 360
- Google Sheets
- HubSpot Content Hub
- Microsoft Excel
- Tableau
- Trello
- WordPress
- Zapier
- monday AI Work Platform

## Opciones de asistencia

- E-mail/Help Desk
- Preguntas frecuentes/foro
- Base de conocimientos
- Asistencia telefónica
- Chat

## Categoría

- [Software para gestión del rendimiento empresarial](https://www.getapp.es/directory/242/business-performance-management/software)

## Categorías relacionadas

- [Software para gestión del rendimiento empresarial](https://www.getapp.es/directory/242/business-performance-management/software)
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- [Herramientas de planificación estratégica](https://www.getapp.es/directory/1301/strategic-planning/software)
- [Software para plan de negocios](https://www.getapp.es/directory/319/business-plan/software)
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## Opiniones

### "Excellent performance management tool and user experience" — 5.0/5

> **Patty** | *21 de mayo de 2019* | Hospital y atención sanitaria | Valoración de la recomendación: 10.0/10
> 
> **Puntos a favor**: The transition to ClearPoint from our previous excel-based scorecard, which included a significant amount of data to migrate and users to train, was simple and very well supported by the ClearPoint team. The ClearPoint team consistently provide responsive, helpful and knowledgeable support, which has enabled us to create scorecards at various levels within our organization. The alignment of the tool with the Balanced Scorecard methodology and structure, that includes elements like goals, objectives measures and initiatives, allowed us to implement a standardized framework for cascading scorecards.
The tool is very intuitive and easy to use with functionalities such as, drag and drop, customizing and linking elements. As an administrator, management of scorecards and users is very easy. 
Also, the regular webinars, annual summit and periodic regional customer meetings are great ways in which ClearPoint enables and promotes the sharing of knowledge and learnings among its clients.
> 
> **Desventajas**: None, any new requirements we have or new functionality we need (e.g. customized charts, etc.) is very willingly supported by the ClearPoint team.

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### "Easy to use, customize, and well supported" — 5.0/5

> **Anthony** | *30 de octubre de 2019* | Administración gubernamental | Valoración de la recomendación: 10.0/10
> 
> **Puntos a favor**: ClearPoint Strategy is super customizable and easy to use. You can tailor the software to match the look and needs of your organization. It's easy to collaborate on ideas with a group and make updates in real time. The look and feel of the software is very polished. You can customize your measures and data visualization and then reuse that work repeatedly which cuts down on rework or micromanaging the software. It allows for benchmarking with other ClearPoint users and you can use the measure library to spark your own ideas. The software is well supported with webinars, seamless updates, and excellent customer support.
> 
> **Desventajas**: There are so many options it can be a little daunting to get started. Luckily, ClearPoint was a great partner in helping us build out our system and providing advice from other customer's experiences.
> 
> Overall our experience has been exceptional. We feel that ClearPoint is a partner for our success. They have helped us problem solve and develop new measures in the system. Their customer support service is truly outstanding. They really listen to customer feedback and incorporate it into making new features\!

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### "Review by B. Schwab" — 4.0/5

> **Briane** | *28 de abril de 2023* | Servicios | Valoración de la recomendación: 7.0/10
> 
> **Puntos a favor**: I like how simple it is to create reports, add charts and customize dashboards\!
> 
> **Desventajas**: Support overall is good but the customer service chat option over the past few months has been slow to respond. Our account has experience several issues with our milestone evaluations over the past  year. At this time things seem to be working okay.

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### "Review of ClearPoint Strategy Software" — 4.0/5

> **Sharrice** | *23 de septiembre de 2021* | Administración gubernamental | Valoración de la recomendación: 8.0/10
> 
> **Puntos a favor**: What I have found most beneficial about the ClearPoint software is the ability to customize reports and layouts.    It allows for conveying the "big picture" in an easy and understandable format.  Being able to produce a report that contains graphics and verbiage appeals to different types of learning styles.
> 
> **Desventajas**: My least favorite feature about the ClearPoint software is the inability to edit the header, cell and table styles within the report.  If you are unfamiliar with where to find the feature in the admin options settings, it becomes very frustrating.
> 
> My overall experience with ClearPoint Strategy has been exceptional.  I have never experienced such adept  customer service.  The willingness of the team to assist, the offered trainings, yearly conferences and follow-up is admirable.

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### "Accountability and accessibility" — 5.0/5

> **Luz** | *15 de octubre de 2019* | Organización cívica y social | Valoración de la recomendación: 10.0/10
> 
> **Puntos a favor**: We find it very reliable and the capacity to go back years on previous strategies are a plus for documenting learnings. The navigation is very user friendly. All resources available are very good and help in providing workshops. The Customer service is great, we sometimes struggle with creating some formulas and the team responds quickly.
> 
> **Desventajas**: The biggest challenge for our organization in maximizing Clearpoint is our technology capacity in terms of programming. Some features Look great but we can’t use them properly.
> 
> We have been using Clearpoint for years for strategy accountability, and being able to go back 5 years and see the progress of our strategic endeavors helps the organization staff with trusting new projects. Our investors and partners always ask us how do we track our strategic plans, we always have it so accesible that you get to show them as they ask. The impression it causes has definitely increased our capacity for impact.  Clearpoint  helps us with the level of transparency we want to demonstrate.

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