Wer nutzt diese Software?

We proudly serve the following verticals: Education, Mortgage, Insurance, B2B, Online Education, Travel, Home Services, Franchise Based Companies, and Call Centers.

Durchschnittliche Bewertung

18 Bewertungen
  • Gesamt 4.7/5
  • Benutzerfreundlichkeit 4.7/5
  • Kundenservice 4.8/5
  • Funktionen 4.4/5
  • Preis-Leistungs-Verhältnis 4.8/5

Produktinformationen

  • Startpreis 35,00 $/Monat
  • Preisinformationen No long term contracts, pay for an active user in the current month.
  • Kostenlose Version Ja
  • Gratis Testen Ja
  • Einsatz Cloud, SaaS, Web
    Mobile - iOS Native
    Mobile - Android Native
  • Training Persönlich
    Live Online
    Webinare
    Dokumentation
  • Kundenbetreuung Support während der Geschäftszeiten
    Online

Angaben zum Hersteller

  • ClickPoint Software
  • http://www.clickpointsoftware.com
  • Gegründet 2007

Über SalesExec

SalesExec helps salespeople at companies big and small by automating the sales follow up process. SalesExec is an all-in-one solution to help your salespeople reach more prospects.
Including local presence dialing to reach 60% more of your prospects, with automated text SMS, and email nurture to reach customers at the right time in their buying journey. Capture and instantly route all web leads and phone calls.

SalesExec Funktionen

  • Beziehungs-Nachverfolgung
  • Einfluss-Nachverfolgung
  • Gebietsmanagement
  • Haushalts-Nachverfolgung
  • Konto-Benachrichtigungen
  • Kostenverfolgung
  • Leadmanagement
  • Marketing-Management
  • Team-Aufgaben
  • Vermögensverwaltung
  • Angebote / Vorschläge
  • Aufgabenmanagement
  • Dokumentenspeicher
  • E-Mail Marketing
  • Gebietsmanagement
  • Interne Chat-Integration
  • Kalender-/Erinnerungssystem
  • Lead Scoring
  • Marketing-Automatisierung-Integration
  • Mobiler Zugriff
  • Segmentierung
  • Social-Media-Integration
  • Anrufaufzeichnung
  • Anrufprotokoll
  • Anruftext-Aufzeichnung
  • Berichterstattung / Analyse
  • Echtzeit-Chat
  • Eskalationsmanagement
  • Gemischtes Call-Center
  • Inbound Callcenter
  • Interactive Voice Response (IVR)
  • Kampagnenmanagement
  • Manuelles Wahlsystem
  • Outbound-Callcenter
  • Progressives Wählersystem
  • Prädiktive Wähler
  • Warteschlangenmanagement
  • Anrufaufzeichnung
  • Anrufer-Identifikation
  • CRM
  • IVR / Spracherkennung
  • Kampagnenzuordnung
  • Konversion-Tracking
  • Stichwort-Nachverfolgung
  • Weiterleitung von Anrufen (Call Routing)
  • Anrufaufzeichnung
  • Automatische Einwahl
  • Dashboard
  • Datenmanagement
  • Kampagnenmanagement
  • Lead Scoring
  • Lead-Distribution
  • Lead-Erfassung
  • Leistungsmanagement
  • Management der Anruflisten
  • Kampagnenmanagement
  • Lead Scoring
  • Lead Segmentierung
  • Lead-Distribution
  • Lead-Erfassung
  • Lead-Pflege
  • Pipeline-Management
  • Planungs-Tools
  • Quellen-Nachverfolgung
  • Verfolgung von Interaktionen
  • A/B-Tests
  • Drip-Kampagnen
  • Kampagnenmanagement
  • Lead Benachrichtigungen
  • Lead Scoring
  • Lead Segmentierung
  • Lead-Erfassung
  • Leistungskennzahlen
  • Personalisierung
  • Pipeline-Management
  • Angebotserstellung
  • Anrufmanagement
  • Chancenmanagement
  • E-Mail Marketing
  • Gebietsmanagement
  • Kampagnenmanagement
  • Kanalmanagement
  • Kontaktmanagement
  • Kundendatenbank
  • Leadmanagement
  • Leistungskennzahlen
  • Provisionsmanagement
  • Verkaufsprognose
  • Vertragsmanagement
  • Vertriebsaußendienst-Management
  • Zugriffsquellen-Verfolgung
Der Softwareanbieter hat diese Information nicht vervollständigt.

Die hilfreichsten Reviews für SalesExec

Great System for Great Value

Bewertet am 12.6.2019
Talya L.
Co-Founder / CTO
Professionelles Training & Coaching, 13-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
5/5
Benutzerfreundlichkeit
5/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: 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.

Vorteile: 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.

Nachteile: User reporting needs improvement and integrations with other systems would make looking at data easier.

Antwort des Softwareanbieters

von ClickPoint Software an 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.

Simplicity at its finest

Bewertet am 14.6.2019
Casey S.
Vice President
Einzelhandel, 13-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
4/5
Benutzerfreundlichkeit
4/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: The reminders and workflows make working with potential clients seamless.

Vorteile: 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.

Nachteile: There are a few items that I wish the end user could customize instead of having to have someone from SalesExec involved.

Great experience with SalesExec software and staff

Bewertet am 4.6.2019
Jim H.
Sr. Corporate Director
Verbraucherdienste, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
5/5
Gesamt
4/5
Benutzerfreundlichkeit
4/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: 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.

Vorteile: 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.

Nachteile: Would like to see more integrations with other software and saas solutions moving forward.

Used for call center

Bewertet am 4.6.2019
Tony B.
Director of Inside Sales
Umweltdienstleistungen, 1.001-5.000 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Quelle des Nutzers 
4/5
Gesamt
5/5
Benutzerfreundlichkeit
3/5
Eigenschaften & Funktionalitäten
4/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: 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

Vorteile: 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.

Nachteile: 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 des Softwareanbieters

von ClickPoint Software an 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.

Sales-Exec CRM

Bewertet am 13.6.2019
Greg M.
Loan Officer
Finanzdienstleistungen, 2-10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Quelle des Nutzers 
5/5
Gesamt
4/5
Benutzerfreundlichkeit
4/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: 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.

Vorteile: 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.

Nachteile: 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 des Softwareanbieters

von ClickPoint Software an 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.

Lies weitere Bewertungen