Category: Lead Generation System

Pull Distribution

Tip of the Week – Use Pull Distribution

Sep 13, 2018ClickPoint News / Lead Generation System / Sales Software Best Practices
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 / Lead Generation System / Lead Management Software / Sales Software Best Practices
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 / Lead Generation System / Lead Management Software
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 / Lead Generation System / Lead Management Software / Sales Software Best Practices
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

Here’s How Automating Lead Nurture Will Take Your Sales Team To The Next Level

Jun 15, 2018Lead Generation System / Lead Management Software / Sales Software Best Practices
Nurturing a lead from a new lead to a closed sale is tough work. During the process of conversion, most leads fall by the wayside as a select few make it to the final stage of closure. Many businesses treat each lead as though they are a small seed waiting to bloom into a fruit bearing plant at the point of sale. Like leads, seedlings are sensitive and require a great amount of proper care to bloom. Light, nutrient rich soil, and water are vital elements that help a seed grow, just like constant contact, value, and time are needed for leads to mature.Read More