Lead Management for Call Centers and Sales Teams
4.6/5 (17 reviews)Nurture your valuable leads, instantly route them to your sales teams, improving contact rates, creating more conversations and closed deals.
Pros
I like how it's laid out in an easy to understand way for our business, and the way it's designed to work leads with the click of a button. There is no better CRM for working leads efficiently as this one.
Cons
I wish there was a way to view your history, even if it were your last 10 things you worked on. I also don't like the way in Push Distribution, you can't see Lead Source fields. That should be option based on the discretion of the administrator. I'd also like to be able to place a call from any screen.
Greg, thank you for the review. As the founder I always love to get both positive feedback and improvement feedback. One thing I noticed was the comment on seeing lead source on Push which is available with a minor configuration change. I will get this over to your customer success manager, they will reach out to help get this configured. Also, we have a new update coming out soon that will allow for more dialing options from every screen.
Support team is fantastic! The intro of chat support in the system has been amazing to quickly answer any questions we have on the fly.
Pros
Its a fantastic system to get through leads fast and when you want to instill a very specific process of how your leads should be managed. Very simple to use and easy to learn. The ideology of clearing the screen makes it very easy to communicate that to new hires as well as look to see at the performance of the team at a glance.
Cons
User reporting needs improvement and integrations with other systems would make looking at data easier.
Talya, thank you so much for your review and great feedback. We look forward to providing more features based on customer feedback. We do have several initiatives underway to add more integrations and a new lead prioritization screen that will allow you to look at your lead data in a whole new way. I will keep you posted or you can check the Help Center tab for new updates.
It's been great for our call center. Leads are called quickly and it has really just saved us a ton of time and money. Being able to hire less people and make them more productive has been a huge help to our call center
Pros
It is very easy to use and saves my team a ton of time. Lots of smart features so you don't have to worry about if it's the right time to call or how often you should call. You set the parameters and the system feeds you the leads.
Cons
Lack of reporting functionality. My support team has been really good at trying to get us what we need, but the lack of reporting functionality is holding us back a little
Hey Tony, we appreciate the feedback and are working hard on our new release for call metrics and call reporting. We know we are a little behind in our release since our beta for our call solution but we anticipate these reports being released by next week. Thank you for your loyal support and feedback through our beta period of this new feature. We will keep working hard to release updates related to our dialing and texting solution.
Pros
It just plain works. No downtime, no bugs, no useless features. On the rare occassion, I needed to call customer service they were awesome. Rock solid software and company. One of the better decisions I have made for my company.
Cons
There really isn't the least favorite aspect of the software or company. It does what they advertise it does. It has the basic no-nonsense functionality and you can also get as sophisticated as you want.
Thank you for the feedback and review Stephen. We enjoy supporting you and all of your sales efforts. It has been a pleasure working with you to help you achieve your goals.
We have been able to streamline our leads distribution, leads transferring, and reporting while cutting down significantly the time between receiving the customer's lead and contacting them which has improved our lead to show conversion rates.
Pros
The expansiveness and customization capabilities. Our company had unique and specific lead management and workflow requirements that were 100% being administered manually before migrating over to SaleExec. SalesExec's team and account representative 'worked with our management team and mostly took our entire manual process and automated it within SalesExec.
Cons
Would like to see more integrations with other software and saas solutions moving forward.
For just $65 a month your sales agents get integrated dialing, custom reporting, scoreboards, email marketing, email nurturing, contacts, calendar, lead routing, DNC rules, sales scripts, and more.
In order to improve sales you need a best of breed lead management solution that can integrate with anything. ClickPoint will ensure you get the best leads flowing to the best sales agents in real-time, improving sales in 30 days or less. SalesExec is the only solution that includes Scoreboards, email marketing, CRM, and real-time lead distribution in one system. ClickPoint also provides an enterprise software development team to assist with integration of all internal applications. How many SaaS companies do you know of that provide custom development? ClickPoint has a great track record of helping small and large clients improve sales efficiency. By providing a great solution matched with stellar customer support and nimble development resources there is no project too big or client too small.
“Always be closing.” For sales teams, this is more than just an infamous line from the movie Glengarry Glen Ross. It’s a legitimate strategy for closing deals and generating sales. Having access to the latest sales management software can help push agents over the line, increasing the ROI from leads coming from all different sources. SalesExec is one of the latest cloud-based solutions designed specifically for sales teams that are looking to increase revenue and close more leads each day.
Designed especially for sales teams, SalesExec provides organizations with sales management software that can be used to improve sales processes and customize workflows. Using lead distribution for the real-time delivery of leads to sales agents, along with automated lead nurturing tools, sales teams are able to get leads from any source and make smarter lead management decisions based on real-time information.
SalesExec was developed to provide sales teams with the ability to close more leads in less time. The application uses real-time data and sales force automation techniques to ensure that valuable leads are nurtured and prioritized.
Using SalesExec should help sales teams make faster decisions, in regards to appropriately managing potential leads. Other benefits include increased readiness to buy leads, improved ROI, improved efficiency in closing deals, and improved routing of leads to the most appropriate sales agents. Using features like lead recycling, teams can decrease the time it takes to contact important leads. Sales teams can also increase the number of leads they’re able to reach in a given day using SalesExec’s click-to-dial feature.
SalesExec provides salespeople with tools to integrate lead sources into their lead management systems. The application has integrated with Lead Cloud to provide users with a more streamlined way to input leads from insurance and financial lead providers.
Select your lead source, determine your criteria, parameters, and rules, and then create the lead provider integration documentation that your lead source requires. SalesExec integrates with providers such as LendingTree, LeadPoint, and Norvax, among many others. You also have the option to import your contacts and existing leads into SalesExec, and then manage those contacts from within the unified platform.
Push and pull lead distribution helps sales teams route the best leads to their most prolific salespeople. Using lead routing, organizations can more efficiently manage the number of leads each salesperson receives each day. Lead recycling also ensures that leads are automatically routed to an available salesperson, even if the initial salesperson is unavailable when the lead comes through.
Depending on your vertical, you may want the ability to route incoming leads to multiple sales agents, who can then compete for those leads based on a variety of factors. SalesExec provides you with an infinite number of routing options, which you can customize and use to determine the solution that works best for your organization.
Lead nurturing involves automated marketing tactics. For example, drip email marketing, direct mail marketing, email marketing reports, and power dialers, which decrease the time it takes salespeople to connect with leads through VoIP phone systems.
Visit the lead manager screen to identify, sort, and market to your teams. This is the place where you’ll visit to use the power dialer feature. It’s also the place you’ll go to determine the value of your leads and manage your organization’s workflows.
Intuitive reporting tools help sales teams make strategic decisions on the fly. All reports generated with SalesExec are exportable, modifiable, and customizable.
Visit your SalesExec dashboard to see how your leads are performing and compare your performance against other salespeople on your team. Looking at lead detail reports, you can break down leads by source and track how many leads you’ve received, rejected, and returned. You can also see the complete tally of all the leads you’ve purchased.
Using the API, sales teams are able to integrate SalesExec with their CRM systems. SalesExec can also integrate with other software solutions through the API.
Pricing for SalesExec starts at $35 per month. For that price, sales agents are provided with integrated dialing, email nurturing, and a complete lead management solution. Premium support is included with every plan.
Below are some frequently asked questions for SalesExec.
SalesExec offers the following pricing plans:
Starting from: US$65,00/month
Pricing model: Subscription
Free Trial: Available
For just $65 a month your sales agents get integrated dialing, custom reporting, scoreboards, email marketing, email nurturing, contacts, calendar, lead routing, DNC rules, sales scripts, and more.
SalesExec offers the following features:
SalesExec has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Non Profit, Public Administrations, Small Business
SalesExec supports the following languages:
English
SalesExec has the following pricing plans:
Subscription
SalesExec supports the following devices:
Android, iPhone, iPad
SalesExec integrates with the following applications:
8x8 Virtual Office, CheetahMail, Cisco WebEx, Domo, FullContact, LeadExec, Nextiva, RingCentral, Skype, VoIP / SIP PC Softphone
SalesExec offers the following support options:
FAQs, Forum, Knowledge Base, Online Support, Phone Support, Video Tutorials
Sales Exec is an excellent CRM for working leads, especially if you have a team. Pull distribution is the best method I've seen for working leads in a team environment. It solves so many issues. And you can automate the CRM so you simply click a button and the lead is called, and disposition it with a click of a button. It's the best in its class for what it does, especially with the two way text feature they just added.