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About SalesExec

SalesExec helps salespeople by automating the complex sales follow up process. SalesExec takes the guesswork out of who to call, when to call, email, or send text messages. With guided selling and automated lead prioritization, your salespeople will more efficiently work their leads, with less complexity, helping them to win more deals.

SalesExec includes efficiency tools like; local presence dialing to reach and identify 60% more sales opportunities, with automated text SMS, and email nurture to reach customers at the right time in their buying journey. SalesExec will also help your marketing team by capturing and intelligently routing and prioritizing all web leads and phone calls. With SalesExec, your team can handle thousands of leads with ease, ensuring you get maximum ROI from every prospect by enforcing customer outreach and sales followup.

Features

  • API
  • Audience Targeting
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • Forecasting
  • Google Apps Integration
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-Currency
  • Multi-User
  • Notifications
  • Referral Tracking
  • Scheduling
  • Social-Media Integration
  • Third-Party Plugins/Add-Ons
  • Travel Management
  • Custom Data Forms
  • Call Tracking
  • Call Disposition
  • Softphone
  • Sales Motivator
  • Click-to-Dial

Summary

  • Lead Prioritization with Guided Selling

  • Call Tracking and Call Routing

  • Outbound Dialing with Local Presence and Pre-Recorded Voicemail

  • Marketing Automation with Texting and Email Nurture

  • Segment and Track Marketing Campaigns and Lead Channels

  • Analyze Key Metrics Like Converted Leads, Time to Contact, Lead Penetration, and Sales Performance

  • Lead Distribution Rules like Round Robin, Shotgun, State, Zip, Sales Availability, and Sales Performance

  • Drag and Drop Sales Workflow and Configuration with Dedicated Customer Success Assistance

Pricing

Month to Month - User License

$40.00
1 user(s) / month
Included in plan:
  • 10 GB of Storage
  • Dedicated Customer Success Manager
  • Unlimited Support
  • Lead Prioritization
  • Text Messaging
  • Inbound Call Routing
  • Voicemail Drop
  • Email Nurture
  • Outbound Dialing
  • Local Presence
  • Lead Management
  • Call Transfer
  • Custom Dispositions
  • Compliance - TCPA & DNC
  • Call Recording

FAQs

    What platforms does this service support?
  • The solution is web-based and offers both IOS and Android applications to support mobile field sales initiatives.

  • Does this service integrate with any other apps?
  • Five9, Nextiva, Full Contact, SendGrid, SoftVu, Velma, Encompass, LendingTree, Zillow

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, the system features a hierarchy that allows for teams, branches, individuals and has a roles and permissions system to restrict access as far down as IP level restrictions, field-level restrictions, and access to certain parts of the system.

  • Who are the main user groups of this service?
  • SalesExec is used by over 14 different industry types and verticals. We have clients in the travel sector, mortgage, insurance, dating, pest control, lawn care, maid service, higher education, B2B, cleaning services, material goods. Typically our customers have more than five inside sales and field sales team members and need a solution to help them respond quickly to their leads without using multiple solutions. With SalesExec, salespeople have one solution for dialing, texting, email, and a simplified way of following up on their leads. The key is the simplicity for each salesperson, helping them more efficiently to reach more of their prospects and leads in less time and with less effort.

  • Does this service offer an API?
  • Yes, we provide a REST API with the ability to do both API calls and Webhooks. We also provide a custom development team to assist with integrations.

    https://restapi.sales-exec.net/swagger/ui/index

  • What is this service generally used for?
  • The system is used by the marketing team to ensure valuable leads are worked more efficiently than with a CRM system. Every lead is sent multiple communication touchpoints like email, text messages, and then dialed up to 10 times in the first 24 hours. This ensures maximum ROI from lead generation efforts.

    Salespeople use the solution to more efficiently work their leads. They never have to worry about who to call, when to call, when to email, or when to text. The system guides these activities and automates them so salespeople are in-turn highly efficient.

  • Does this service offer guides, tutorials and or customer support?
  • The solution features interactive support chat services, interactive knowledgebase, interactive and custom tours to assist with onboarding, and a Help Center that features new updates. We also provide a system notification solution to update customers regarding any performance issues.

    Help Center
    https://www.clickpointsoftware.com/help-center.html

    System Status
    https://status.sales-exec.net/

  • What are some applications this service is commonly used in tandem with?
  • Velocify, Inside Sales, VanillaSoft, DYL, Insellerate, Outreach, SalesLoft

Vendor Information

Founded:
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Based in:
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Employees:
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Who uses SalesExec
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.
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