The Right Tools for Salespeople to Consistently Exceed Quota

Analyze, Coach, and Scale Your Team with Real-Time Sales Reporting and Management Tools

Daren Autry
Daren Autry

Manager Of Operations
Montrose Travel

We’ve produced an incremental $1M in gross sales as a result of implementing SalesExec.”

Are you tasked with elevating and scaling your sales team?

SalesExec™ will give you the tools to turn your team into a highly efficient, motivated, and accountable sales team. With more time to focus on your team, not on your software, you can be the coach that leads your team to victory.

Automation that Makes a Difference

Tired of turning lead routing rules on and off as salespeople come and go?

Do you find yourself managing more process than spending time coaching? Most sales managers find they have less time to do the things that they are passionate about, like coaching. SalesExec provides tools to help you automate much of the sales process so you can stop managing your software and get back to coaching your team. Set automated lead prioritization, calling hours, lead recycling, call routing, and more.

Call Recordings & Sales Scripts

Getting salespeople off the ground fast is a contributing factor to scaling an inside sales team and two things you need to ensure your team is learning quickly on the job is Sales Scripts and Call Recordings. Sales Scripts allows you to design an interactive script to aid new salespeople as they are learning your sales process, while Call Recordings give you valuable insight to help coach them as they learn.

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


SalesExec Lead Management will capture all web and phone leads, prioritize them, and then intelligently route them to the best salespeople. With SalesExec Lead Management your sales team will accelerate like never before.


Most marketing teams use a combination of offline and online marketing to drive sales leads. If you capture more than web leads, RingResponse will ensure you track, monitor, and deliver inbound calls to the best salespeople.

SalesExec lead management brochure

ClickPoint 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.


Key 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

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