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Introducing SalesExec RingResponse™

Sep 20, 2018ClickPoint SoftwareClickPoint News

RingResponse™ meets the demanding requirements of inside salespeople, enabling them to move quickly from outbound dial campaigns to managing and transferring inbound calls. The performance of inbound calls are tracked from any marketing channel, improving call conversion and lead quality. RingResponse will ensure every call is prioritized, routed, and answered by a qualified salesperson. Outbound dialing…Read More

Tip of the Week – Use Pull Distribution

Pull Distribution Strategy is a customizable Lead distribution with the ability to set Criteria (rules) for Users to Pull Leads from a Pull Screen. Do you know which distribution strategies like Push, Pull, SharkTank, Round Robin, or Shotgun work best for your team? Let’s talk about lead routing options, in partucular Pull Distribution, and how in can…Read More

How to Manage Your Leads from the Lead Manager Screen

Sep 06, 2018ClickPoint SoftwareClickPoint News / Marketing and Lead Gen / Sales Tips

As a sales engagement and lead management platform, SalesExec provides the necessary tools–Workflows, Pipelines, Opportunities, Actions, Calls, Nurture–to respond to leads faster, run personalized lead nurturing programs, and win more deals. With SalesExec you can find the right balance by prioritizing leads and responding to leads faster. Once you’ve logged in to SalesExec, click My Leads – all…Read More

How to Create Automated Events in SalesExec

Aug 30, 2018ClickPoint SoftwareClickPoint News / Marketing and Lead Gen

An Automated Event allows you to create special events which trigger based on Record Type, Action and Status of a Lead. This gives the possibility for an additional type of Nurture for your Leads. Here are some use cases for automated events: After five contact attempts on a lead, you want it to move to…Read More

Lead Management 101 – Exporting Leads from SalesExec

Aug 23, 2018ClickPoint SoftwareClickPoint News / Sales Compliance / Sales Tips

Just as you can Import Leads to SalesExec, you can Export Leads as well. The Export Utility allows you to select a few specific Leads or all Leads and Export to an Excel file. Leads are also known as Records. If exporting a certain selection of Leads, select these Leads first, then click on the…Read More