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.
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.
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.
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.
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.
Sales Director, TruGreen
“Since working with ClickPoint, we have increased our digital sales by approximately 75%. Recent updates enabled us to grow more efficiently at scale, only adding to our success and delivering the exact formula needed to drive leads and sales in the rapidly evolving consumer services segment.”
Owner, American Mortgage Group
“ClickPoint integrated with our phone solution, customized the sales solution around our needs, allowing us to reach more prospects at critical stages of their buying journey. As a result we increased total sales applications by 20%.”
“We doubled sales head count in less than 60 days. We are up double digits in gross sales as a result of the SalesExec solution.”
Director, Terminix Customer Center
“ClickPoint reduced response time on leads from 30 minutes to less than 5, helping to close more deals, increasing productivity by 66%!”
Director, Didgital Marketing Servicemaster
“ServiceMaster chose SalesExec lead management solution for branch locations nationwide, because it has consistently delivered when we need it.”
Sales Engagement with Lead Management, designed to simplify the sales process and improve the number of meaningful conversations between salespeople and potential customers.
Inbound call routing with an outbound call prioritization and dialing solution. Improve both inbound call handling and outbound dialing with text messaging.
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