LeadExec Corporate Edition was designed to give enterprise level companies one central
database that provides all of the tools necessary to manage their most valuable
asset, their leads. With LeadExec Corporate Edition your marketing and technology
department will have one system that gives them the ability to clean leads, track
leads, distribute leads, and help them quickly setup new lead sources. The amount
of revenue your company will save on development costs is significant. We have proven
to our clients that with LeadExec Corporate Edition the benefit to your bottom line
will be seen immediately. Your marketing department and technology department will
have real time access to data, reports, and the ability to make quick decisions
that will save your company thousands in lost revenue while improving internal efficiencies.
Highlights
- Automated lead distribution system based on your custom business logic
- 9 Lead distribution methods including HTTP Post, FTP, Get, Ping and Post, SOAP,
XML, and three e-mail delivery types
- Lead cleansing tools like phone validation, lead scoring, lead grading, dupe checking,
profanity, outside criteria, outside order, and integrated CDYNE reverse 411 look
up for accuracy of information.
- Dynamic lead type builder – run as many lead types as you like and change them
on the fly
- Advanced lead distribution, lead process, lead cleansing, and lead grading reporting
and report designer
- Dedicated server - load balanced and clustered server for maximum reliability
Meet the Team - Make a Plan
LeadExec Dashboard - Lead Process Times
LeadExec records and tracks the process time of each lead delivered. This information is useful in finding areas where criteria filtering can be optimized to increase deliverability percentages.
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The first step in adopting the LeadExec Corporate Edition is to work with the ClickPoint
Software team to analyze existing processes within your company. At ClickPoint we
take a consultative approach to make sure your needs are handled and a test environment
is provided to verify lead deliverability, lead process times, and that lead cleansing
expectations are satisfied. We will work with your team to provide a detailed project
plan and to implement a strategy that works with your business needs.
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Build your Custom Lead Types from Scratch with Dynamic Lead Type Builder
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The ClickPoint Team will quickly work to build your custom lead types. With LeadExec
Corporate Edition you have the ability to edit lead types and create new lead types
on the fly. You can set required fields, computed fields, and you can select where
these fields show up in the system. You have complete control over your lead types
and the flexibility to change them at any time. This gives you the ease to make
marketing changes to your forms quickly without waiting days or weeks for custom
programming.
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LeadExec - Lead Type Designer
LeadExec has infinite possibilities in regards to how lead types can be created. You can create an unlimited number of lead types and lead fields. With our lead type designer you have full control over your lead types. You can configure new lead fields, required lead fields, lead field types, lead formatting, lead validation, groups, duplicate checks, and more.
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Integrate Lead Sources, Outside Lead Vendors, and Marketing Campaigns
LeadExec - Dynamic Posting Instructions
With LeadExec's dynamic lead type system you have the ability to create posting instructions on the fly for any lead type. These instructions will allow a 3rd party lead source to post leads right into your system.
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The ClickPoint technical implementation staff will work with you to help integrate
any outside or internal lead sources. We have a dynamic posting documentation system
and a dynamic form building system that will help you get lead sources integrated
quickly. These two features save our enterprise level customers valuable time that
otherwise would be dedicated to custom programming.
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Setup Lead Distribution and Automation
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LeadExec Corporate provides a wizard based setup process to aid in setting up complex
business logic for lead delivery. You can easily setup HTTP, XML, FTP, Get, and
SOAP posts. We also provide 3 e-mail delivery types, Ping and Post, and we provide
a customizable web interface for lead retrieval. We can easily integrate lead delivery
with any internal CRM or third party solution. We give you every possible option
for lead distribution and we provide customized delivery rules. In addition to delivery
types we have many automation rules. Our corporate customers can import zip codes,
postal codes, country codes, and use any lead field as delivery criteria. We provide
enhanced tools to help you make sense of deliverability rates to your branches or
dealers and we help you meet your delivery goals.
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LeadExec - New Client Setup Wizard
LeadExec makes it easy to setup new clients. The client setup wizard will walk you through each part of the lead delivery setup process. We allow you to setup delivery options from 9 different available options, as well as configure things like lead criteria, lead quantity, regional delivery settings, and more.
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Set the Standards
LeadExec Dashboard - Delivery Summary Report
LeadExec's automation system will deliver leads based on settings for each branch or dealership. LeadExec tracks delivery and provides reporting that indentifies what isn't being delivered so you can ensure that each lead is processed correctly.
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Once we have a test environment operating at the highest level of efficiency we
turn to analytics to help make sense of your data. We look for the deliverability
percentages to ensure that we are as close to 100% deliverability based on your
business rules as possible. Most of our clients achieve well over 95% deliverability
in the first month. We will work to fine tune the process and rules to meet your
objectives. The next business objective is deliverability and lead process time.
Our goal is to always be under 30 seconds from the time the lead enters the system and it is delivered to the approprate client.
During this time the system performs duplicate checking, profanity and bogus lead checks, any phone and data
validation, order processing, and client scanning.
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Fine Tune the Process
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Now that we have data we can look at fine tuning your automation settings and work
towards optimal process times, deliverability percentage, and lead open times. With
LeadExec Corporate Edition many of our customers are able to track the open times
by their branches and dealers. In many cases by utilizing LeadExec Corporate Edition
our customers are able to improve average response time to leads significantly.
If your branches and dealers are leaving leads unattended to, your company could
be losing thousands of dollars in lost sales revenue daily. This process can also
be used for customer service inquiries or warranty inquiries. Improving customer
service response times by your service department could help improve resales and
improve customer satisfaction. We have helped companies turn the table and hold
their sales teams accountable for the leads they supply.
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LeadExec Dashboard
LeadExec has many reports that will help you make sense of all the data you collect from your marketing campaigns. LeadExec allows you to create custom reports so you can spot problem areas with lead distribution and deliverability. LeadExec reporting will help you spot problem lead sources and identify quality lead sources so that you can increase lead purchases. You will be able to track lead process times, delivery times, delivery percentages, lead source reporting, and lead sub-source reporting.
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Create Custom Reports that Meet Your Needs
LeadExec - Report Designer
LeadExec gives you the ability to create custom reports. Build things like pivot tables, charts, sub-reports, and more!!
(Coming Q4 '09!!)
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ClickPoint Software’s technical implementation team will work with you to create
custom reports that give you the data you need to analyze your lead sources, your
lead volume, your lead quality, your responsiveness to your leads, and much more.
With our customized reporting you get the information you need e-mailed or printed
immediately.
(Coming Q4 '09!!)
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Evaluate your Security Needs and Supply Roles
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LeadExec Corporate Edition gives you the role assignment and security to assign
access levels to employees. You can monitor usage and limit access so that sensitive
information is not compromised. LeadExec Corporate uses the latest security precautions
to give your company the peace of mind it needs to operate with confidence.
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LeadExec - User Permission Manager
LeadExec allows you to specify what operations a user has access to. You are also able to see when users log in and how long they were in the system.
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