Uncover Opportunities to Improve Your Sales Team

Reporting that Empowers

SalesExec offers intuitive and powerful reports that will help your management team make quick decisions.

Sales Performance

Pinpoint sales performance and understand who qualifies for more leads and calls.

Ensure every lead is called the optimal amount of times. Uncover gaps in your team performance, lead quantity issues, or staffing needs.

Find out which distribution strategies like Push, SharkTank, Round Robin, or Shotgun work best for your team.

Discover which lead sources are returning the greatest ROI. Track online, offline, CPC, third-party lead sources, and manage marketing budgets.

Create visual reports that encourage your sales culture. Improve team collaboration and sales camaraderie.

Create and share real-time reports with other sales locations and managers.

Learn more

Sales performance report
Lead penetration report
Lead distribution report
Lead source report
Sales scoreboard
Lead management dashboard

Step 1

Improve Lead Quality

The first step to improving sales performance is to ensure salespeople are provided with quality leads.

  • The best way to improve lead quality is to implement a sales process that is repeatable so that you can understand lead source ROI.
  • This means that every lead is called and attempted to be contacted by other means like email and text no less than 7-10 times.
  • Once you know every lead is treated the same you can trust that the results are accurate. When underperforming lead sources are identified you can easily replace them with other lead sources that convert in target ranges.

Step 2

Improve Lead Conversion

When every lead is called 7-10 times, delivered automated email and text messages, you know you have done all you can to attempt to turn the prospect into a customer.

  • The next step is to look at lead routing rules to ensure the best suited salespeople are talking to the right prospects.
  • Email and text messages can be tested for response and open rate. Reports can also identify hours in the day where adequate resources are not available for the amount of inbound calls that are routed and lead to abandoned or dropped calls.

Step 3

Improve Lead Quantity

When Lead Quality and Conversion are addressed by implementing SalesExec Lead Manager clients find that Lead Quantity is much easier to justify due to ROI transparency.

  • Having a handle on conversion rates, lead penetration, and lead quality allows managers to scale lead quantity with confidence. The last thing a business owner or executive wants to hear is a request for more leads without concrete justification the investment is insured.
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.


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.


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


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


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


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