Category: Marketing and Lead Gen

Achieve Sales and Marketing Alignment

How to Achieve Sales and Marketing Alignment with SalesExec

Oct 18, 2018Marketing and Lead Gen
Marketing and sales departments do not operate in silos if they want to create a scalable team and predictable revenue growth. It takes time and commitment to get them working together and on a consistent basis. Strategic Lead Management and Sales Engagement implementation is not just about distributing leads and ensuring salespeople are actively following…Read More
Pull Distribution

Tip of the Week – Use Pull Distribution

Sep 13, 2018ClickPoint News / Marketing and Lead Gen / Sales Tips
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
Respond to leads faster

How to Manage Your Leads from the Lead Manager Screen

Sep 06, 2018ClickPoint 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
Automated Events

How to Create Automated Events in SalesExec

Aug 30, 2018ClickPoint 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
track lead performance

How to Update Lead Marketing Information and Better Track Lead Performance in SalesExec

Aug 01, 2018ClickPoint News / Marketing and Lead Gen / Sales Tips
Did you know that once a lead is created in SalesExec, it may be necessary to update its marketing information? An update such as this may be needed in the event a lead has the incorrect Lead Source, or a vendor accidentally posted the incorrect Marketing Channel. Having the ability to update lead generation data…Read More