» Introducing SalesExec RingResponse™
20/09/18 03:19 from ClickPoint Lead Management Blog
RingResponse™ meets the demanding requirements of inside salespeople, enabling them to move quickly from outbound dial campaigns to managing and transferring inbound calls. The performance of inbound calls are tracked from any marketing ...

» Tip of the Week – Use Pull Distribution
13/09/18 10:02 from ClickPoint Lead Management Blog
Pull Distribution Strategy is a customizable Lead distribution with the ability to set Criteria (rules) for Users to Pull Leads from a Pull Screen. Do you know which distribution strategies like Push, Pull, SharkTank, Round Robin, or Sho...

» How to Manage Your Leads from the Lead Manager Screen
06/09/18 11:17 from ClickPoint Lead Management Blog
As a sales engagement and lead management platform, SalesExec provides the necessary tools–Workflows, Pipelines, Opportunities, Actions, Calls, Nurture–to respond to leads faster, run personalized lead nurturing programs, and win more de...

» How to Create Automated Events in SalesExec
30/08/18 12:45 from ClickPoint Lead Management Blog
An Automated Event allows you to create special events which trigger based on Record Type, Action and Status of a Lead. This gives the possibility for an additional type of Nurture for your Leads. Here are some use cases for automated ev...

» Lead Management 101 – Exporting Leads from SalesExec
23/08/18 12:20 from ClickPoint Lead Management Blog
Just as you can Import Leads to SalesExec, you can Export Leads as well. The Export Utility allows you to select a few specific Leads or all Leads and Export to an Excel file. Leads are also known as Records. If exporting a certain selec...

» How to Create and Manage Your Sales Workflow in SalesExec
16/08/18 10:51 from ClickPoint Lead Management Blog
When creating a Workflow keep in mind what is most important to you and how your business works. Pay attention to how Users will be performing in SalesExec, to Manage Leads and organize the information they use and need the most. Workflo...

» How to Install and Use SalesExec Call Monitor
09/08/18 13:17 from ClickPoint Lead Management Blog
SalesExec offers advanced communication solutions for calling more leads in less time – import and call lead lists, utilize pull queues, set up preview dialing for call centers, send and receive text SMS, and easily click-to-dial o...

» How to Update Lead Marketing Information and Better Track Lead Performance in SalesExec
01/08/18 05:21 from ClickPoint Lead Management Blog
Did you know that once a lead is created in SalesExec, it may be necessary to update its marketing information? An update such as this may be needed in the event a lead has the incorrect Lead Source, or a vendor accidentally posted the i...

» Announcing Enhanced Lead Information & Analytics for Marketing Teams
24/04/18 09:41 from ClickPoint Lead Management Blog
SalesExec is designed to help marketing managers improve lead quality by instantly capturing leads from a variety of sources while providing real-time reporting which highlights metrics needed to pinpoint underperforming lead sources. We...

» SalesExec Lead Management App Now Available on Android
06/04/18 10:51 from ClickPoint Lead Management Blog
ClickPoint customers can now call more leads in less time and automate sales activity anywhere from their Android phones and tablets. Last year, ClickPoint debuted its SalesExec App Store app, a set of lead management iOS tools that let ...

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