Category: ClickPoint News

mortgage lead management software

Solution Spotlight — Mortgage Lead Management Software

Jan 24, 2019ClickPoint News / Lead Management Software / Sales Engagement Platform / Sales Software Best Practices
Did you know that SalesExec Mortgage—a lead management software—is built for loan officers? With solutions like Guided Selling it’s easy for loan officers to make more calls, send Text SMS messages, and connect with more of their prospects. With the help of Lead Prioritization, you’ll be able to capture inbound calls, web leads, and direct mail response,…Read More
lead management app

How to Visualize and Prioritize Leads Moving Through Your Sales Process

Jan 11, 2019ClickPoint News / Lead Management Software / Sales Engagement Platform / Sales Software Best Practices
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 / Lead Generation System / Lead Management Software / Sales Software Best Practices
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
Outbound calling solutions

How to Engage with Prospects Faster using Outbound Calling Solutions

Nov 15, 2018Call Center Software / ClickPoint News / Lead Management Software / Sales Software Best Practices
SalesExec allows salespeople to do what they do best — communicate with potential customers quickly and efficiently. Designed with the idea of helping your team spend more time talking to your prospects, our Outbound Calling Solutions enable more dials, better conversations, improved lead conversion, and greater ROI. Process Matters Automated and guided sales process that…Read More