SalesExec Lead Manager™

Helps National Home Service Brands Improve Productivity and Scale Sales Staff On Demand

Matt Zoller

Matt Zoller

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.”

Challenge

Before SalesExec most companies in this sector either built their an in-house solution or attem- pted to use CRM solutions to manage leads. While CRM solutions provide a service that fits many needs, it lacks functionality that caters to pre-sale activity. Pre-sale activity is defined by sales engagement process that enables a sales- person to quickly initiate contact with prospec- tive leads, identify a need, and actively follow up throughout the engagement process. CRM is mostly inadequate and lacking in the configu- rable functionality that assists with the many stages leads must go through to identify the good ones while removing the ones that do not meet sales guidelines. Developing and managing an internal application is costly and far exceeds what it costs to license software as a service.

Clients in the B2C Home Services sector can manage thousands of leads daily if they have a nationwide or regional footprint. Responding to lead inquiries quickly while ensuring leads are prioritized with the right salesperson is critical to the success of B2C Home Services companies.

Solution

Clients like Terminix, Merry Maids, American Home Shield, ServiceMaster Clean, and TruGreen rely on SalesExec lead manager to prioritize and instantly route leads while helping their call center agents and branch salespeople contact more leads and conduct more meaningful conversations. SalesExec provides a simple web and mobile interface for salespeople to quickly follow up with leads, identify hot leads, and re-prioritize leads based on various conditions. SalesExec can re-prioritize leads if neglected, or if a salesperson has too many leads, or is not able to reach a lead promptly. These sales lead prioritization techniques ensure the lead response is paramount to sales success.

Results

  • Improved Lead Response by Allowing Sales- people Move from Inbound and Outbound Sales Activities
  • Improved Sales Productivity by 66%
  • Improved Scalability and Reduced Management Oversight
  • Reduced Implementation and Ongoing Maintenance Costs
Lawn care service
Jeff Walter

Jeff Walter

Sales & Retention Manager,
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%.”

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