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Brett Hanlin

CRM and LMS Integration

At ClickPoint Software we built our own CRM and Lead Management System. This system is a web-based CRM and LMS designed for any sales team to maximize their leads and optimize the lead to close process. We have a bi-directional integration with this system and can help you configure it to any industry. We allow you to synchronize lead performance metrics, lead orders, returns, and more.

With this integration we help close the loop between marketing and sales. Marketing needs a robust system like LeadExec to be able to manage effective marketing campaigns. The LeadExec system is built to offer marketing teams one system to handle all of their marketing efforts. Having integration with the sales side lead management and CRM allows them to make quicker buying decisions and ultimately provide better leads while reducing the amount of bogus leads.

LeadExec + LMS = a winning corporate strategy that will not only increase performance and lead to close ratios, it will also decrease lead to contact times. Often our corporate users are able to reduce the lead to contact ratio significantly and improve performance dramatically.

Benefits:

  • Having a company that provides both lead distribution and lead management can help you close the loop from lead to close.
  • LeadExec will save your marketing department time and money.
  • LeadExec and our LMS working together will reduce lead response time and increase your closing rate.
  • With the two systems working together you get a support team that knows how to help you at every step of the lead to close process.