Lead distribution, lead management, compliance, and sales engagement, written by the team that builds LeadExec and SalesExec.
When creating a Workflow keep in mind what is most important to you and how your business works. Pay attention to how Users will be performing in ClickPoint, to Manage Leads and organize the information they use and need the most.
ClickPoint offers advanced communication solutions for calling more leads in less time – import and call lead lists, utilize pull queues, set up preview dialing for call centers, send and receive text SMS, and easily click-to-dial on new leads.
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 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. It’s a delicate process. However, there’s a huge difference between growing plants and nurturing sales leads. Man has gotten really good at growing things en masse, but we still suck at selling things to individuals on a massive scale. Over the last 200 years, man has developed technology like the tractor which helped us become incredibly efficient at growing individual seeds in unison into high-yield crops, but we haven’t invented a technology that truly let’s us nurture leads as efficiently as we nurture seedlings. ClickPoint is ready to change all that by using modern technology to automate the lead nurturing process as much as possible.
What is Lead Distribution? When a prospective customer responds to a marketing campaign by submitting their contact information or calling a designated number, that response creates a digital record. In sales terminology, that record is called a lead. A lead is a prospective customer who has shared contact information and expressed interest in a product or service. Lead distribution is the process of routing and delivering a sales lead to a specific salesperson, sales team, office, or buyer for direct follow-up.
ClickPoint is designed to help marketing managers improve lead quality by instantly capturing leads from a variety of sources while providing real-time reporting which highlights metrics needed to pinpoint underperforming lead sources.
ClickPoint customers can now call more leads in less time and automate sales activity anywhere from their Android phones and tablets.
January 24, 2018 Bug Fixes User permission to restrict access to the Lead Import page now correctly prevents users from accessing if the URL is entered manually or set as a bookmark. Improvements Updated Lead Source Summary and Monthly Leads Source Summary reports so they no longer display lead statuses that are disabled or deleted. January 10, 2018 Bug Fixes Updated wording so that “Distribution Holiday” now reads “Holiday Calling Restrictions”. Improvements Placed maintenance logging in LeadExportMicro service. January 4, 2018 Bug Fixes Fixed a bug so that Dashboard Reports and Distribution Performance Report properly calculate 2018 data. Improvements Optimizations to back-end cache clearing processes. December 20, 2017 Bug Fixes Updated /api/Lead/FetchDetails API documentation. Fixed a bug so that Leads_Created web hook transmits properly. Maintenance Maintenance logging around Push and Pull Distribution strategies. December 13, 2017 Bug Fixes POST /api/Action/Execute now properly executes “string” data-type Action Parameters. Lead Created/ WebHookType 1 now evaluates if the lead is valid before sending a webhook. Fixed a display issue related to copying “Call Hours” from one pull distribution strategy to another. When granting permission to share a Calendar, “Calendars Shared With You” now properly updates. Fixed an issue where if you try to delete a shared calendar, ClickPoint would December 6, 2017 Bug Fixes Fixed a bug in Edit Holidays section of the Distribution page where a future date could not be selected in the “From” field. Improvements Right Click Context Menu now includes the ability to send an email. System security improvements. Leads Assigned notification no longer triggers when a lead is pulled. New Features Encompass Integration. New permission setting to restrict users from accessing the Import page. November 29, 2017 Improvements Server configuration changes to improve on system security.
November 21, 2017 Improvements Right Click Context Menu: When you Right Mouse Button click on a lead within the Lead Manager Screen (LMS), you have the same functionality as the LMS Toolbar. Optimizations to Search on the Pre-Pull Page. November 16, 2017 Improvements The REST API /api/Export/DataPullLastUpdateXML now includes TotalCount in the response message to dictate the total volume of leads within the Start Date and End Date parameters. November 8, 2017 Bug Fixes Changes made to Distribution Rebuild Functionality to better handle larger lead volumes. November 1, 2017 Bug Fixes Resolved an issue where Date/Time wasn’t displaying correctly in the Lead Details Screen. Resolved an issue where if a lead moves to a status with a Unworked Leads Timer as a result of an applied Nurture strategy, it appropriately adds a deadline timer for Pull. When creating or updating the name of a Record Type, you can no longer store white spaces. Improvements Namespace updates made in the response message from the lead receiver URL. Reports Page has been updated with a new Distribution Performance Report. Updates to the Notification Type under the Edit Notification modal. The drop-down displays the text in an easier to read format. Actions on the Lead Manager Screen now break out into multiple columns if the number of actions for the Category is greater than 14. October 25, 2017 Bug Fixes Resolved an issue with Push Distribution where if all Users have maxed out their lead allowance, leads should fall over to the next available Push Strategy for distribution. Some clients reported an issue where “State” wasn’t populating correctly on the Lead Details Screen. Addressed an issue with Internet Explorer version 11.483.15063.0 where the drop down for Recipients in Push/Pull Distribution wasn’t displaying Users properly. Improvements Updated supported Browser Logos on the main ClickPoint login page. User Interface improvement to how “Status” is displayed on the Lead Manager Screen. October 18, 2017 Bug Fixes Optimizations to address sporadic instances where an appointment wouldn’t save following an executed action. Optimizations to the Lead Manager Screen to prevent duplicate display of lead information. Improvements User Interface improvements to how Statuses appear on the Lead Manager Screen. Updates to the main ClickPoint login page regarding supported web browsers. October 11, 2017 Bug Fixes Addressed a cache issue where the REST APIs would occasionally return a 500 error. POST /api/Lead/Search now correctly excludes Invalid Leads if specified in the parameter. Fixed an issue with email templates where Appointment Start Time would not convert to the proper time zone as defined by the state and zip code system fields. Appointment status (Pending, Missed, Completed) now reflect properly if marked or not marked as “Completed.” October 4, 2017 Bug Fixes Occasionally, when rebuilding a Pull Distribution strategy, the notification count in the user interface would pause on the last lead. Some clients reported that lead sync/ update would fail following an action trigger. Changes to “Whole Number” data type so that users can’t accidentally enter special characters. “Copy Status” feature stopped copying over selected Actions when duplicating statuses within a workflow. Improvements Improvements to the “Import” lead feature to ignore null values in uploaded Excel files. When updating a lead field description name, “Field Groups” section under “Edit Record Type” now dynamically update. September 27, 2017 Bug Fixes Improvements to the Export/DataPullActionXML API to prevent time out errors. Fixed a bug on the User Pull Report so it properly filters by Branch. September 20, 2017 Bug Fixes Fixed a bug that prevented statuses from being removed in a workflow due to a validation check error related to deleted nurture strategies. Fixed an issue where dropdown arrows didn’t appear on the Lead Source modal window in Microsoft Edge and Internet Explorer 9+. Fixed a bug where select user’s appointment times exported in the wrong time zone. Improvements New webhook that triggers when an action is completed. Changes to the Lead Manager Column Settings page to only display enabled call centers and branches. Updated the Lead Manager Column Settings page to clearly display which call center or branch is being edited. September 13, 2017 Changes to Rest API Site Adjustments to /api/Export/DataPullActionXML so that leads exported are based on when the action was taken and not when the lead was added Corrected formatting to various XML examples in Version 1 and Legacy API General Adjustments made to LeadReciever, Export service and SoapAPI to reflect new namespace September 7, 2017 Lead Receiver Made performance improvements regarding lead processing on insert. August 30, 2017 Lead Receiver Fixed a bug found in the Lead Receiver where lead sources would occasionally receive the error: Unexpected from LeadReceiver: System.Data.Entity.Infrastructure.DbUpdateException An error occurred while updating the entries. See the inner exception for details. Lead Manager Screen Status Change Date is now included in the Filter Creation Modal found on the Lead Manager Screen. August 23, 2017 Lead Receiver Completed optimizations regarding error handling on the Lead Receiver. Lead Fields Completed optimizations to prevent lead fields from storing duplicate data. August 9, 2017 Call Monitor Fixed an issue so that the Create Lead button works properly on incoming calls with unrecognized phone number. March 22, 2017 Pull Distribution – System State of NoState Fixed an issue if a lead had NoState as the system state Lead Distribution wouldn’t allow a Pull on the lead. December 15, 2016 Patch Notes Key Performance Indicator Report – Filters not saving correctly Fixed filter issue which did not save any new criteria on page reload. New Feature Holiday Hours for Pull Distribution Manage holiday no calling days for pull distribution. Rest API This API is intended to replace the SOAP API and uses RESTful commands. November 22, 2016 Patch Notes: Lead Details Page has an issue viewing at small resolutions Scroll bars have been added to navigate the page for ease of use. Calendar/Date Picker has an issue viewing at small resolutions Fixed the issue causing the Date Picker to be hidden. October 19, 2016 Improvements: Ability to use Click to Dial from the Search Page Added Click to Dial feature when Lead Manager Screen is in Search mode. Uploading files on the Importer If the mapping for the file is incorrect, you now have the ability to fix the file and re-upload the same file to validate mappings. Reconfigure how Auto Nurture is triggered Auto Nurture now works across both, Legacy Distribution (Old Distribution) and Lead Distribution (New distribution). Patch Notes: New Lead Quick Add does not Save if the Comments field exceeds 1000 characters Message now displays ‘The field ‘Comments’ must be less than 1000 characters’. Adding or Editing an Email Template Fixed an issue causing Email Templates to allow a move into new groups where they should not move to. Errors on Edit Contacts Fixed an issue causing Contacts to not Save properly after Editing the Contact. Send Direct Mail error in Nurture Strategy ‘Select a Template’ is now required in order to Save. Create Appointment error in Nurture Strategy A ‘Subject’ is now required on Create Appointment in order to Save. October 14, 2016 Improvements: Email template attach files button covers text Fixed the issue by moving the attach files button below the message body window. Patch Notes: New Distribution – Disable Strategy will not save Disable Strategy toggle now saves properly Blank screen when hitting Enter button to add an Action in Workflow Action is saved and redirects correctly upon enter or Save Action October 06, 2016 General: Importer not showing progress correctly on progress bar Fixed an issue causing the total number of rows not to be displayed in the Import progress bar. Back to Leads button is not displayed when using New Lead (or Quick Add) Added a Back to Leads button on the Lead Details Screen upon Save and Open of a New Lead from Quick Add. Reset password button height issue Send password arrow button is now fully displayed. September 29, 2016 General: All day appointments not saving on lead details screen Appointments saved as an all day event will now display on the Lead Details Screen calendar. Adding a recipient in a push distribution If the Recipient account field is left blank, a ‘Recipient account is required’ message will display on attempt to save. Notifications Issue If the Parent role is turned on, then all within the Children role inherit this setting. Children should not be allowed to be set to a different setting. This now works correctly for the ‘Include’ setting. September 22, 2016 General: Scripts not displaying properly. Scripts for Users were not being displayed over the entire page, making it difficult to read.
Buying or creating leads without lead scoring is a recipe for disaster Making sure you don’t send bad leads to your clients is no easy task. So how can you build a winning Lead Distribution system that ensures you never send bad leads to your customers? ClickPoint Software’s flagship product, Leadexec has made it easy.
Have you ever wondered what might happen if you had an easy-to-use call routing solution? Well, for one you would be able to increase the amount of leads you capture on your website or landing page. If you have seen some of the existing call flow editors they really make your head hurt and you really can’t make the most use of the system because frankly you need a developer to assist you. These call flows can be quite extensive. “We wanted to create a system that allowed you to really visualize the process and see how a potential client that was calling your company would step through the entire process” ClickPoint Chief Architect, Mike Sawyer
Representational state transfer (REST) or RESTful web services are one way of providing interoperability between computer systems. REST-compliant web services allow requesting systems to access and manipulate textual representations of web resources using a uniform and predefined set of stateless operations. Other forms of web service exist, which expose their own arbitrary sets of operations such as WSDL and SOAP. Representational state transfer. In Wikipedia. Retrieved December 20, 2016 from
Simplicity in your inbound call center will improve sales performance I was just at NextCon in Phoenix, a great show put on by the cloud-communication company; Nextiva. At the convention Steve Wozniak spoke about his life and time at Apple. When asked about his recommendation for creating innovative products, he said that the number one thing was to create elegant simplicity. We have heard this before but how do you make an inbound call center sales process so simple a kid could do it? Apple has made it so that my five year old understands how to use an iPad, probably better than I do.
