Category: Sales Compliance

Best Higher Education CRM

Going Beyond a CRM for Higher Education Institutions

Jan 31, 2019Lead Management Software / Marketing and Lead Gen / Sales Compliance
SaleExec Lead Manager™ is a solution that automates much of the enrollment process, enabling EDU companies to engage and enroll more students. It also helps advisors move between inbound and outbound calls seamlessly, communicate with prospective students and focus on making appointments, scheduling admissions reviews, and campus tours, not managing complex software. “ClickPoint reduced response…Read More
Sales Process management software

How to Segment Your Sales Channels and Configure Your Sales Process

Jan 18, 2019Lead Management Software / Marketing and Lead Gen / Sales Compliance / Sales Tips
Do you sell more than one product or service? With SalesExec you have the flexibility to create multiple sales channels each with their own sales workflow, email nurture campaigns, and lead routing strategies. Watch the short video with our CEO, Gabe Buck, explaining how to configure Lead Fields and Sales View in SalesExec: About our…Read More
High Volume Call Centers

Enterprise Lead Management and Sales Engagement Solutions for High Volume Call Centers

Nov 23, 2018Lead Management Software / Marketing and Lead Gen / Sales Compliance / Sales Tips
SalesExec Lead Manager for call centers was developed to meet the needs of enterprise call and contact centers specifically. The solution allows call centers to staff up quickly, visualize areas of opportunity that lead to expansion, and help call center agents quickly move from inbound and outbound sales activities. Additionally, the solution allows mid-size and enterprise…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

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