Case Study
Montrose Travel scales rapidly, doubling sales headcount in less than 60 days with SalesExec™
Manager Of Operations
Montrose Travel
“ClickPoint’s technology and their continued support in developing customized workflows that fit our business objectives, helped increase our sales exponentially. As a result we doubled sales headcount in less than 60 days.“
Montrose Travel
Challenge
Montrose Travel is always on the lookout for ways to expand those travel services that enable them to offer the very best travel products across all lines of business. Montrose operates successful divisions in Corporate Travel, Groups, Meetings, Incentives, Vacation Planning, and Rewards. In order to improve sales performance and lead follow-up, they were looking for a solution that would enable them to scale quickly and ensure they had the best technology to maximize the potential of the influx of business from their online marketing channels.
Solution
- Follow-up and quickly engage potential prospects with dialing and sales engagement solution, email marketing, and text.
- Automated email response that is triggered based on prospect status
- Dynamic sales scripts and request a lead feature allows for quick training and onboard for new sales reps.
- Flexible lead management solution that allows Montrose to change sales workflows, status, and actions as business requirements change.
Results
- Doubled sales headcount in less than 60 days
- Improved prospect and lead response times
- Improved ROI by empowering sales reps with dialing and communication tools
About Montrose Travel
Montrose Travel is one of America’s top 40 travel management companies, with over 200 employees, over 500 independent contractors and $320 million in gross sales.
Key Features
Sales Workflows
Create multiple sales workflows with customized lead status
User Permissions
Multiple user permission levels and account hierarchy
Lead Fields
Add lead fields with field permissions
Import & Exports
Import lead lists, add leads, and export leads
Campaign Tracking
Track Marketing Channel, Campaign, and Lead Source ROI
Lead Source Integration
Integrate third party lead sources
Email Nurture
Automated email nurture with email template designer
Text SMS
Text SMS delivery with compliant messaging solution
REST API
Webhooks to update lead data or extract lead data
Push or Pull
Lead routing options include Push and Pull strategies
Lead Prioritization
Prioritize lead assignment based on criteria, first in, state calling hours, teams, and more
Mobile
Respond to leads instantly via iOS or Android mobile device
Call Distribution
Intelligent Routing: Shotgun, Queues, Criteria, Forwarding, Redirect
User Availability
Salespeople opt to receive calls or set as unavailable
Dynamic Sales Scripts
Interactive sales scripts to help salespeople convert inbound calls
Real-time Notifications
Salespeople receive real-time inbound call notifications
Call Flows
Configure queues, redirect calls, messages, text to speech
Purchase Numbers
Purchase 1-800 or local numbers
Local Presence
Dial leads from local area codes
Voicemail Drops
Pre-recorded voicemails delivered instantly
Lead Disposition
Update leads with status and action
Suggested Leads
Pull leads and allow prioritization
Compliance
State calling hours and DNC list management
Sales Stats
View real-time team performance
Call Recording
Listen to calls for coaching opportunities
Automated Email
Deliver emails based on lead status and action
Transfer Calls
Team members can pre-screen calls and transfer
