SalesExec Software


 

SalesExec is CRM and lead management simplified. Rather than taking months or years to deploy, SalesExec is generally deployed in days or weeks. SalesExec offers everything needed to capture leads, route leads, and reduce the time it takes to close more deals from sales leads.

SalesExec focused on four main cornerstones in the first 30 days: reduce contact time on new leads and be the first to call every new lead by automating lead routing, increase ready-to-buy leads by 20% or more, improve closed deals by actively marketing to leads that aren’t ready-to-buy today, and ensure the best leads are going to the best salespeople and being called the optimal amount of times

SalesExec was designed for sales professionals, so the look and feel of the software is friendly and easy to adopt. Recognizing that each company has a unique sales process, the software has many simple screens to help users configure the sales process around their individual sales teams.

SalesExec makes it easy to integrate all of a company’s marketing sources into one solution. SalesExec includes a powerful API, so it integrates with existing software or third-party solutions. This includes IVR, phone services, accounting software, analytics, and more.

 

SalesExec - Customizable dashboard
 
  • SalesExec - Customizable dashboard
    Customizable dashboard
  • SalesExec - Lead manager screen
    Lead manager screen
  • SalesExec - 360 degree customer view
    360 degree customer view
  • SalesExec - Outlook synced calendar
    Outlook synced calendar
  • SalesExec - Sales workflow
    Sales workflow
  • SalesExec - Lead nurture
    Lead nurture
Supported Operating System(s):
Web browser (OS agnostic), Mac OS

5 Reviews of SalesExec

 

from RE/Max Integrity
Specialty: Real Estate
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

Clickpoint Training

Ease-of-use

It's very easy to navigate and easy to see information.

Functionality

The manual input of leads is not meeting my needs.

Product Quality

The quality is overall pretty good.

Customer Support

The support we have received has been excellent.

Likes Best

Easy to read charts that quickly allow me to see the information I am looking for.

Likes Least

We've had challenges with it meshing with all our lead programs.

Recommendations

Know what you want to measure and find the program that does that.

 

from VetFinder & Pet Health Helpline
Specialty: Advertising
Size of portfolio: 6 to 10 users Portfolio size: 6 to 10 users

Call Center Manager, SalesExec Admin

Ease-of-use

Anyone who has any previous experience with CRMs should find SalesExec very intuitive and easy to set up.

Functionality

We chose SalesExec because it offered everything we were looking for in terms of a CRM (especially email functionality) and is very affordable.

Product Quality

Overall, our admin/manager of the software and all users are happy with the quality of SalesExec.

Customer Support

Support always responds quickly, and issues are usually resolved very quickly as well.

Likes Best

SalesExec is very straightforward, and everything can be easily set up and customized.

Likes Least

It has operated slowly a few times, and we have had a few issues with the search functionality, but support is always very responsive, and issues are resolved quickly. Downtimes have been minimal compared to other CRMs I've used.

Recommendations

Have a general sense of your sales/workflow before setting everything up in the CRM to avoid having to make changes in the future.

 

from Xgenleads
Specialty: Media
Size of portfolio: Single user Portfolio size: Single user

Xgen Leads Review of SalesExec

Ease-of-use

Once you start working with it, it's easy to navigate.

Functionality

It allows us to carry out our business practices in an effective manner.

Product Quality

I don't really know how to define product quality, but I enjoy using it, and there are only minimal glitches.

Customer Support

It is hard to get hold of a representative due to the time difference, but when we do, they go out of their way to provide us with the support that we need.

Likes Best

The vendor provides great customer service and is almost always there when we need help troubleshooting. Customer service reps are polite and knowledgeable.

Likes Least

The availability of the chat representatives could be better.

Recommendations

Nothing really. Use the software, see how it works for you, and then make an honest assessment.

 

from LeadsGiant.com, LLC
Specialty: Advertising
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

One of the best software products we have seen so far. Great support!

Ease-of-use

The entire system is easy to use. Some things could be tuned better, but overall, it's very easy to use.

Functionality

We are only missing call tracking and a few other things here and there, but if they added call tracking, it would be good for us.

Product Quality

Great. Awesome. It is very carefully designed and executed.

Customer Support

It's better than all the rest for sure. They have provided us a lot of help!

Likes Best

The team at ClickPoint is always on top of issues when any arise. The product itself is awesome, as it can do things most other software companies are still thinking of doing. The best part of the product is that it is secure and very easy to use. I had no knowledge of XML, HTTP Post/Get, or Ping Post whatsoever, but they trained us well, and the software is very vast and can handle pretty much everything any lead gen company would ask for.

Likes Least

The only thing I think it should have is to be able to see the actual per lead payout in the vendor portal, even in Revenue Sharing mode. It should deduct the cost based on percentage and show accordingly in both the admin and vendor portal.

Recommendations

It should have the ability to track phone calls for Hot Live Transfers based on Buffers. It should have the ability to set payouts in client campaigns based on fields supplied. For example, if two products are in a drop-down - let's say Auto Insurance and Home Insurance - we should be able to set different payouts based on the selection at the time of lead post instead of setting up two different campaigns for each lead type.

 

from Barker Educational Services Team

Ease-of-use

Ease-of-use

 
Functionality

Functionality

 
Product Quality

Product Quality

 
Customer Support

Customer Support

 

The team at ClickPoint software is great. I have been using their software for years, for a variety of functions. When SalesExec first came out, I had my reservations and let Gabe Buck know about the features I was hoping to see added (drag and drop layout function, history tracking, read-email reports). Well, the newest version of SalesExec added everything I asked for and a few additional things (integrated power dialer, extra reports, notifications function similar to Facebook, etc).

I am really impressed with the software, and I'm even more impressed that the team actually listened to my feedback and made the exact adjustments that were on my wish list. I have worked with many other systems, but SalesExec is a real threat to the major players, and at the current pricing it's a great value as well.

 
 
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