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