Category: Sales Tips

RingResponse Inbound Call Tracking

Sell More and Grow Faster with Inbound Call Tracking

Oct 11, 2018ClickPoint News / Sales Tips
According to a recent report by Forrester “Increased access to real-time voice, video, and webconferencing improves the employee experience, boosts employee productivity, and cascades across improving the customer experience.” SalesExec RingResponse is fully integrated with leading business communication services—Nextiva, Cisco, RingCentral—participated in the research, and does everything from suggesting the next best lead, allocating leads…Read More

Solution Spotlight — Sales Management Software

Oct 04, 2018ClickPoint News / Sales Compliance / Sales Tips
Analyze, Coach, and Scale Your Team with Real-Time Sales Reporting and Management Tools Are you tasked with elevating and scaling your sales team? SalesExec will give you the tools to turn your team into a highly efficient, motivated, and accountable sales team. With more time to focus on your team, not on your sales software,…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

Lead Management 101 – Exporting Leads from SalesExec

Aug 23, 2018ClickPoint 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