Category: Sales Compliance

Best Higher Education CRM

Going Beyond a CRM for Higher Education Institutions

Jan 31, 2019Lead Generation System / Lead Management Software / 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 Generation System / Lead Management Software / Sales Compliance / Sales Engagement Platform / Sales Software Best Practices
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, 2018Call Center Software / Lead Generation System / Lead Management Software / Sales Compliance / Sales Engagement Platform / Sales Software Best Practices
SalesExec Lead Manager for call centers was developed to meet the needs of enterprise call and contact centers specifically. The automated phone system solution allows businesses and 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,…Read More
Achieve Sales and Marketing Alignment

How to Achieve Sales and Marketing Alignment with SalesExec

Oct 18, 2018Lead Generation System / Sales Compliance / Sales Engagement Platform / Sales Software Best Practices
  How to Achieve Sales and Marketing Alignment with SalesExec Marketing and sales departments do not operate in silos if they want to create a scalable team and predictable revenue growth. It takes time and commitment to get them working together and on a consistent basis. Strategic Lead Management and Sales Engagement implementation is not…Read More

Lead Management 101 – Exporting Leads from SalesExec

Aug 23, 2018ClickPoint News / Sales Compliance / Sales Software Best Practices
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