SalesExec drives a 122% lift in qualified lead volume, Lead Contact Time Reduced by 95%, 35% Increase in Sales ROI for Direct Business Lending
Partner, Direct Business Lending
“Before we engaged ClickPoint and started using their solution we had given up hope that there was a lead management and sales engagement solution that was simple to deploy, yet powerful. ClickPoint had us using the system within a couple of days, something I never expected.”
Reduce Contact Time on Leads: Direct Business Lending runs a call center that was utilizing old lead routing rules like pushing leads to sales reps and hoping they followed up and called each lead more than a couple of times. Leads were typically contacted within 35 minutes on average. The lead conversion rate was poor, and there was not a repeatable process in place for sales engagement, lead follow up, dialing cadence, or alternative communication methods to reach more prospects.
SalesExec™. Switch from Push to Pull lead management and utilize automated marketing for leads that were not currently ready to start using their services. Respond to new online lead inquires in 5 minutes or less.
Direct Business Lending is a small to midsize business consulting firm with a passion for helping entrepreneurs succeed. They help their clients with consulting services like access to preparation of funds needed to help small businesses grow, website development, as well as marketing consultation. In the last 2 years they have helped hundreds of businesses reach their goals. In early 2014, Direct Business Lending engaged ClickPoint Software to help them with their lead management solution.
Create multiple sales workflows with customized lead status
Multiple user permission levels and account hierarchy
Add lead fields with field permissions
Import lead lists, add leads, and export leads
Track Marketing Channel, Campaign, and Lead Source ROI
Integrate third party lead sources
Automated email nurture with email template designer
Text SMS delivery with compliant messaging solution
Webhooks to update lead data or extract lead data
Lead routing options include Push and Pull strategies
Prioritize lead assignment based on criteria, first in, state calling hours, teams, and more
Respond to leads instantly via iOS or Android mobile device
Intelligent Routing: Shotgun, Queues, Criteria, Forwarding, Redirect
Salespeople opt to receive calls or set as unavailable
Interactive sales scripts to help salespeople convert inbound calls
Salespeople receive real-time inbound call notifications
Configure queues, redirect calls, messages, text to speech
Purchase 1-800 or local numbers
Dial leads from local area codes
Pre-recorded voicemails delivered instantly
Update leads with status and action
Pull leads and allow prioritization
State calling hours and DNC list management
View real-time team performance
Listen to calls for coaching opportunities
Deliver emails based on lead status and action
Team members can pre-screen calls and transfer
