More Qualified Leads for Your Best Salespeople

Automated and guided sales process that enables salespeople to reach prospects and leads with the right communication method at the right time, leading to more meaningful conversations.

Jeff Walter

Jeff Walter

Terminix

“ClickPoint reduced response time on leads from 30 minutes to less than 5, helping to close more deals, increasing associate productivity by 66%!”

Outbound Dialing That Prioritizes Every Lead

On every sales team, top performers want access to more leads, but most companies rely on an old methodology that does little to reward the efforts of the most deserving salespeople.

SalesExec Lead Manager™ enables internet leads to be shared, leads are pulled by salespeople as they are available.

This Sales Engagement strategy ensures that leads are contacted in seconds via phone, email, or text after a prospect shows interest in a product or service.

This Sales Engagement process ensures every lead is contacted at the right time, via the prospects preferred communication method.



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

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

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