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mortgage lead management software

Solution Spotlight — Mortgage Lead Management Software

Jan 24, 2019ClickPoint News / Lead Management Software / Sales Tips
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
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
lead management app

How to Visualize and Prioritize Leads Moving Through Your Sales Process

Jan 11, 2019ClickPoint News / Lead Management Software / Sales Tips
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
Sales Reporting Software

Solution Spotlight — Sales Reports and Engagement Analytics

Nov 08, 2018ClickPoint News / Lead Management Software / Marketing and Lead Gen
SalesExec gives you the tools to measure the metrics that matter, and offers intuitive and powerful sales reports that will help your team make quick and efficient decisions: Sales Performance — Pinpoint sales performance and understand who qualifies for more leads and calls. Lead Penetration — Ensure every lead is called the optimal amount of times. Uncover gaps in your…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