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ClickPoint News

ClickPoint New Features: Calendar and Appointment

Overview of updates to Calendar and Appointments ClickPoint is pleased to release several updates for Sales Exec Calendar and Appointments. These updates provide greater flexibility in displaying the calendar and makes it easier to understand and control calendar sharing.

Gabriel Buck

ClickPoint News

ClickPoint New Features: Edit Workflow

ClickPoint is pleased to release the latest update to our sales workflow solution. This new feature makes it easier than ever to customize your sales process within the ClickPoint lead management solution. You can easily copy an entire sales process, copy your actions, and use our drag and drop features to get your sales process exactly the way you want it.

Gabriel Buck

ClickPoint News

ClickPoint New Features: Edit Record Type

ClickPoint is pleased to release several updates for the ClickPoint record editor. This makes it easy to add fields of information to your ClickPoint lead management solution. It auto saves your changes, allows you to drag and drop your field order, and customize your sales agent view with the click of a button.

Gabriel Buck

Lead Management

6 Signs Your Inbound Lead Management Process is Broken

6 Signs Your Inbound Lead Management Process is Broken Understanding Inbound Lead Management Inbound lead management combines software and inbound sales best practices to enhance how inbound leads are distributed, nurtured, and processed through a sales channel. Effective lead management is crucial for anyone managing a sales team. It's essential to determine if your lead management process is functioning correctly. Sales leaders often struggle to identify issues within their lead management systems, even when they sense something is off.

Gabriel Buck

Sales Engagement

Starting a Sales Career at a Large Corporation vs. Small Business

Small fish big pond or big pond small fish? For salespeople this is a tough question “Would you rather be a small fish in a big pond, or a big fish in a small pond?” It’s a pressing question pondered by salespeople at some point in the beginning of a career. Both ponds can teach us about ourselves and each of the ponds can give us a chance to expand our skills indefinitely, as each pond has its own set of challenges. When you consider this from a sales perspective there are even more challenges to consider.

Bryce Buchanan

Lead Management

The Golden Rules of Lead Management

Keeping these 4 rules in mind throughout the lead management process will insure your success. A conversation today reminded me that not all lead buyers know exactly what to do to be a successful lead buyer. Pretty obvious statement really. We all have questions revolving around how to improve the lead management process and there are very few that have it perfected. The reality is that most companies have very different and unique processes that must be taken into account when applying best practices. Nevertheless, there is a core set of rules that every company should follow to be successful with managing their leads.

Michael Ferree

Lead Management

TCPA Compliance Solution for Marketers, Call Centers, and Sales Teams

ClickPoint releases patent pending lead certification solution ClickPoint Software, an industry leader that provides lead management software to marketers, sales teams and call centers, unveils its solution this week to provide TCPA (Telephone Consumer Protection Act) best practices in response to their newest update to existing requirements.

Gabriel Buck

Lead Management

Lead Management Update from ClickPoint Software

New notifications help sales and call center agents respond to customers instantly With ClickPoint notifications system you now have the ability to turn your lead management system into a central command unit. We have built a dynamic notification system that sends push notifications for major events that occur in the lead lifecycle.

Gabriel Buck

Lead Management

Strengthen Your Lead Quality with Double Opt-In Verification

Double opt-in is more than a compliance checkbox. It's a powerful strategy to improve lead quality, engagement, and conversion rates. By verifying user intent and contact information, marketers can protect their domain reputation, meet global regulations, and increase ROI from every campaign.

Gabriel Buck

Lead Management

Sales Success Dependens on Implementing a Lead Management Workflow

One of the key aspects of Lead Management Solutions is a customizable workflow process. The question is quite simple; is it easy to setup and understand? Before I answer that question, let me tell you why it’s important. The reason why customizable workflows are so important is that every company has different ways they go about pushing a lead through the funnel. For us at ClickPoint, we start with a new lead and then we go through a set of calls and emails until we get a response. Once we have a response, it’s all about scheduling a demo.

Gabriel Buck

Lead Management

We Are Making Lead Distribution Less Complex with LeadExec

“Simple can be harder than complex: You have to work hard to get your thinking clean to make it simple. But it’s worth it in the end because once you get there, you can move mountains.” ― Steve Jobs In 2012, one of our big goals with software development has been to simplify everything. We want to create the best lead management software that gives users advanced options in a hassle-free digital environment. We want our users to be able to focus on profit, not process. The software should be almost transparent to them. Leads should flow through to users sales pipelines with the velocity and grace of a bald eagle. Making the changes to simplify our software hasn’t been easy. In fact, it’s been a difficult process. But we feel that the extra effort we’ve put into understanding the core of our software and removing its complexities will be a huge benefit to users. Lead Exec 4.0 is the embodiment of our focus on simplicity. We’ve made some radical changes to the software that we’re really excited to show the world at LeadsCon, but here’s a glimpse of some of the awesome changes you’ll find in LeadExec 4.0 when it’s launched later this month:

Gabriel Buck