Lead and Phone Call Distribution together in one easy-to-use solution for management and salespeople

Prioritize Every Lead and Call

Inbound phone calls, texts and leads are captured and efficiently routed to salespeople based on a variety of factors like skill, territory, availability, product fit, and previous relationship. Once leads, calls, and texts are captured SalesExec prioritizes them for follow up so that salespeople do not have to try and figure out who to call next. The solution does the heavy lifting so salespeople can do what they do best, have conversations with potential customers.



Lead Prioritization

Deliver internet leads and phone calls to the best salespeople, improving lead conversion while scaling sales operations.

Ensure your team is TCPA and DNC compliant. DNC list aggregation with the ability to access and update via REST API.

Create rules for delivering leads and phone calls to salespeople and teams, in real-time, using a variety of distribution rules like salesperson performance, time zone, salesperson activity, shotgun delivery, round-robin, territory, lead age, and more.

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Lead prioritization
TCPA and DNC
Automated lead distribution

Available Lead, Phone, and Text Delivery Options

Push lead distribution

Push Distribution

Push leads and phone calls to salespeople who are active in the system for optimal results. The Push option includes the ability to recycle leads if salespeople do not move the prospect to the next sales stage.

  • Round Robin – Even distribution that moves from one salesperson to the next.
  • Percent Delivery – Rank your team by skill and the system will deliver based on this allocation.
  • Shotgun – Notify all available salespeople that an inbound call is available, the first salesperson to answer the call gets connected.
  • Recycle – Move neglected leads to the next best salesperson.
  • Availability – Only send calls and leads to salespeople are available and ready for a lead or call.
Pull lead distribution

Pull Distribution

Salespeople request leads as they are available; this prevents instances where leads deliver to a salesperson who might already be on the phone, out to lunch, or on vacation. The Pull solution integrates with outbound dialing to help salespeople more efficiently communicate via phone with prospects.

  • State Calling Hours – Ensure salespeople only call into states by state calling rules.
  • First in, First Out – Salespeople can get newer leads first or older leads to ensure optimal lead penetration rates.
  • Criteria – Ensure salespeople only get leads meeting their territory, product, or skill.

Proven Sales Best Practices

At ClickPoint we built SalesExec to help salespeople communicate with potential prospects at the right time with the right communication method. Most salespeople do not have the tools to ensure every prospective customer is contacted the optimal amount of times to result in a win.

Some customers prefer to be contacted by text rather than phone, and the RingResponse solution makes this task effortless. Part of reaching customers at the right time includes using multiple communication methods with a combination of lead routing.

SalesExec lead management brochure

SalesExec Brochure

Sales Engagement with Lead Management, designed to simplify the sales process and improve the number of meaningful conversations between salespeople and potential customers.

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RingResponse lead dialing brochure

RingResponse Brochure

Inbound call routing with an outbound call prioritization and dialing solution. Improve both inbound call handling and outbound dialing with text messaging.

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SalesExec 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