SalesExec Software

Likes Best

SalesExec is a affordable yet scalable product with excellent support system.

Likes Least

Analytics could be improved by allowing ad hoc queries

Recommendations

Define KPIs and associated reports clearly with any project, and request definitions for said cumulative values within report.

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.

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.

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.

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.

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.