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Sales Process management software

How to Segment Your Sales Channels and Configure Your Sales Process

Jan 18, 2019Lead Management Software / Marketing and Lead Gen / Sales Compliance / Sales Tips
Do you sell more than one product or service? With SalesExec you have the flexibility to create multiple sales channels each with their own sales workflow, email nurture campaigns, and lead routing strategies. Watch the short video with our CEO, Gabe Buck, explaining how to configure Lead Fields and Sales View in SalesExec: About our…Read More
lead management app

How to Visualize and Prioritize Leads Moving Through Your Sales Process

Jan 11, 2019ClickPoint News / Lead Management Software / Sales Tips
How your sales process should look and work? Have you found the right balance by prioritizing leads and responding to leads faster? Have you ever purchased a sales solution or CRM, hoping you could edit the look and feel or the way the sales process works? Most salespeople do not have the best-in-class tools and…Read More
Pull Lead Routing

SalesExec University – How to Convert More of Your Leads with Pull Lead Routing

Jan 02, 2019ClickPoint News / Marketing and Lead Gen / Sales Tips
Do you struggle with managing which leads should be allocated to your salespeople? Are you constantly wondering if they are calling and following up with their leads? What are your lead distribution strategies? With SalesExec working with RingResponse every prospect is followed up with and contacted by the right salesperson at the right time, using…Read More
ClickPoint Enterprise Onboarding

Best-in-Class Onboarding and Personalized Post Implementation Support

Dec 06, 2018ClickPoint News / Dev Corner
“A tremendous partner who is committed to the success of Freedom, that has provided greater efficiency for our sales team, leading to success in both lead conversion and scalability.” ~ Freedom Mortgage, a top 10 mortgage lender. At ClickPoint, we recognized a considerable problem with emerging technology and the rise of the informed consumer. We…Read More
High Volume Call Centers

Enterprise Lead Management and Sales Engagement Solutions for High Volume Call Centers

Nov 23, 2018Lead Management Software / Marketing and Lead Gen / Sales Compliance / Sales Tips
SalesExec Lead Manager for call centers was developed to meet the needs of enterprise call and contact centers specifically. The solution allows call centers to staff up quickly, visualize areas of opportunity that lead to expansion, and help call center agents quickly move from inbound and outbound sales activities. Additionally, the solution allows mid-size and enterprise…Read More