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Lead management for Sales

Published 12/18/2014 and rated Ratingstars4 4 out of 5 stars
by AppAppeal Editor
What can you use the app for?

SalesExec is a lead management software for sales teams. The app is designed to help sales reps close more deals by refining and improving workflows and processes. The app offers tools to collect and score leads, route them, nurture them and report on their progress. SalesExec helps to automate lead management and organization by adding and importing leads from your CRM and other systems. The app also prioritizes lead management, sending new leads to the right people and ensuring existing ones are followed up on and nurtured. The real-time reports in SalesExec help managers and sales reps to make better decisions and further refine processes.

The lead routing tools in SalesExec can be customized for both push lead management and pull lead management techniques. Push lead management identifies the best lead distribution model for your team, routing leads to the best agent and ensuring that each rep gets a certain number of leads per day. If a rep is busy or out of the office, the lead recycling feature routes the lead to someone else. Pull lead management is designed for sales teams who compete for leads, routing leads to multiple agents for them to compete for.

SalesExec helps sales teams define and implement best practices and implement efficient and effective workflows. The app scores and removes bad leads, identifies bad lead sources, and predicts the scalability of each lead. Using buckets you can define a customizable sales workflow to meet the individual needs of your team. You can create action-based triggers and automated reminders along with push notifications to alert you to opened emails, new lead entities and more. SalesExec also provides a click-to-call power dialer to contact leads directly within the app, along with the ability to create automated marketing campaigns.

SalesExec screenshot
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What is the history and popularity of the app?

SalesExec forms part of a duo of lead management apps created by ClickPoint Software - the other being LeadExec. These products were awarded the #1 Lead Distribution Solution 2013 and 2014 by TheLeadsCouncil.The company was founded in 2007 and is located in Arizona. The app is used by both Fortune 500 companies as well as small businesses. The company’s mission is to create an easy-to-use app that combats the complexities related to acquiring and managing leads from websites, landing pages, offline marketing and third party sources. The website has a large number of customer testimonials and reviews.

What are the differences to other apps?

While CRM apps serve to provide a way to organize prospect information, track communication and set reminders, SalesExec offers a deeper level of lead management that optimizes how your sales team work. The app can be used to develop a workflow and set of processes that works best for the unique needs of your sales team. The app helps with all areas related to lead management, from scoring and routing, to nurturing, tracking and reporting. All of the features in the app are customizable and flexible to meet the needs of the user.

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How does the web app look and feel to use?

SalesExec offers a modern and slick user interface. The dashboard in SalesExec provides a visually engaging set of colorful graphs and charts, with figures and stats that shed light on all areas of the business. The main navigational header provides quick access to the dashboard, your calendar, your account, records and reports. You can access a visualization of your workflows and easily customize your settings. The lead contact cards show the location of your lead on a map, a chart demonstrating the success of your campaigns, as well as contact history, appointments, notes and email statistics.

How does the registration process work?

You can register for SalesExec from the ClickPoint Software website by clicking on the orange “Sign Up” button below the SalesExec app name at the bottom of the homepage. This leads you to a landing page with a form to fill requesting your company name, personal name, email, phone number and country. Once filled this form gives you access to a free 30 day trial of the software.

What does it cost to use the application?

SalesExec is offered on two different pricing plans, Basic and Enterprise. The Basic plan costs $35 per seat while the Enterprise plan costs $65 per seat. Both plans include all the features, however the Enterprise plan comes with custom development team access, a dedicated account manager and customized training.

Who would you recommend the application to?

SalesExec is designed for sales teams, both large and small, that acquire leads from both online and offline sources. The app is suited to anyone looking for a better way to refine workflows and put processes in place that match the needs of their sales team. SalesExec helps with ensuring your leads are always followed up on, nurtured, prioritized and routed to the right people. Through its integration with Lead Cloud it is also ideal for those looking to acquire leads from insurance and financial lead providers. Syncing with your CRM and other systems, the app also serves as a full contact management tool as well as marketing campaign automation tool.

  • Collect, score, and route leads in ways that match your team and workflow
  • Proprietary power dialer, real-time notifications and action-based alerts
  • Workflow management, best practices and process creation
  • Marketing automation for drip email marketing, direct mail marketing and email marketing reports
  • Reports such as lead detail, KPI call reports, distribution reports, lead costing, and agent activity
  • Customizable dashboard for agents to analyze their performance against others
  • Integration with Lead Cloud, CRMs and other systems

SalesExec video

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SalesExec pricing

Cheapest plan (per month) : $35.00
Most expensive plan (per month) : $65.00




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