SalesExec is cloud-based sales force automation, call center, and inside sales lead management solution that helps salespeople reach and connect with more prospects and leads. SalesExec captures both inbound phone calls and web leads, and intelligently prioritizes their delivery to salespeople and teams. The solution is easily configured for any sales vertical, with built in-best practices to improve sales efficiency.
SalesExec features the RingResponse communications solution enabling salespeople to quickly reach prospects via Text SMS or email nurture while improving contact rates with local presence dialing, transfer capabilities, screen pops, dynamic sales scripts, and the ability to leave pre-recorded voicemails. With a simple user interface designed for salespeople in a high-velocity sales environment, they have everything they need to reach more prospects.
SalesExec sales acceleration features a robust API, and the company provides professional services to integrate with all your favorite internal applications. Additional capabilities include Android and IOS mobile applications, animated sales scoreboard reports, customized sales dashboards for management, workflow automation, lead routing, sales scripts, guided selling, pre-built lead source integrations, and IVR phone capture and routing.
Pricing is per user and consumption based, with a pay-as-you-go model and no long-term contracts, perfect for small businesses or enterprise.
Casey S. Branche: Einzelhandel Mitarbeiteranzahl: 13-50 Mitarbeiter
The reminders and workflows make working with potential clients seamless.
SalesExec is very simple to use. Even someone who has never used a CRM has learned how to use it in short time. The display is simple and not cluttered. The support behind the product is incredible. Whenever we submit an inquiry we have a response quickly with a resolution in a very timely manner.
There are a few items that I wish the end user could customize instead of having to have someone from SalesExec involved.
Talya L. Branche: Professionelles Training & Coaching Mitarbeiteranzahl: 13-50 Mitarbeiter
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.
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.
User reporting needs improvement and integrations with other systems would make looking at data easier.
Antwort: ClickPoint Software 14.6.2019
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.
Jim H. Branche: Verbraucherdienste Mitarbeiteranzahl: 2-10 Mitarbeiter
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.
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.
Would like to see more integrations with other software and saas solutions moving forward.
Tony B. Branche: Umweltdienstleistungen Mitarbeiteranzahl: 1.001-5.000 Mitarbeiter
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
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.
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
Antwort: ClickPoint Software 6.6.2019
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.
Greg M. Branche: Finanzdienstleistungen Mitarbeiteranzahl: 2-10 Mitarbeiter
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.
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.
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.
Antwort: ClickPoint Software 14.6.2019
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.