SalesExec is customer relationship management (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 percent 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.
With SalesExec, you can 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.
Barbara from ServiceMaster
Specialty: Other services
Portfolio size: 101 or more users
SalesExec is a affordable yet scalable product with excellent support system.
Analytics could be improved by allowing ad hoc queries
Define KPIs and associated reports clearly with any project, and request definitions for said cumulative values within report.
Amy from RE/Max Integrity
Specialty: Real Estate
Portfolio size: 2 to 5 users
Easy to read charts that quickly allow me to see the information I am looking for.
We've had challenges with it meshing with all our lead programs.
Know what you want to measure and find the program that does that.
Adam from VetFinder & Pet Health Helpline
Portfolio size: 6 to 10 users
SalesExec is very straightforward, and everything can be easily set up and customized.
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.
Have a general sense of your sales/workflow before setting everything up in the CRM to avoid having to make changes in the future.
Rukhen from Xgenleads
Portfolio size: Single user
The vendor provides great customer service and is almost always there when we need help troubleshooting. Customer service reps are polite and knowledgeable.
The availability of the chat representatives could be better.
Nothing really. Use the software, see how it works for you, and then make an honest assessment.
Steve from LeadsGiant.com, LLC
Portfolio size: 2 to 5 users
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.
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.
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.
Dave from Barker Educational Services Team
Date: June 2013
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.