Analyze, Coach, and Scale Your Team with Real-Time Sales Reporting and Management Tools
Manager Of Operations
We’ve produced an incremental $1M in gross sales as a result of implementing ClickPoint.”
ClickPoint Lead Manager™ 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.
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. ClickPoint Lead Manager 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.
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.
ClickPoint offers intuitive and powerful reports that will help your management team make quick decisions.
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.
ClickPoint Lead Management will capture all web and phone leads, prioritize them, and then intelligently route them to the best sales- people. With ClickPoint 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.
Sales Engagement with Lead Management, designed to simplify the sales process and improve the number of meaningful conversations between salespeople and potential customers.
Inbound call routing with an outbound call prioritization and dialing solution. Improve both inbound call handling and outbound dialing with text messaging.
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