SalesExec™

Before ClickPoint most companies in this sector either built their an in-house solution or attempted to use CRM solutions to manage leads. While CRM solutions provide a service that fits many needs, it lacks functionality that caters to pre-sale activity. Pre-sale activity is defined by sales engagement process that enables a salesperson to quickly initiate contact with prospective leads, identify a need, and actively follow up throughout the engagement process. CRM is mostly inadequate and lacking in the configurable functionality that assists with the many stages leads must go through to identify the good ones while removing the ones that do not meet sales guidelines. Developing and managing an internal application is costly and far exceeds what it costs to license software as a service.

Clients in the B2C Home Services sector can manage thousands of leads daily if they have a nationwide or regional footprint. Responding to lead inquiries quickly while ensuring leads are prioritized with the right salesperson is critical to the success of B2C Home Services companies.

Clients like Terminix, Merry Maids, American Home Shield, ServiceMaster Clean, and TruGreen rely on ClickPoint lead manager to prioritize and instantly route leads while helping their call center agents and branch salespeople contact more leads and conduct more meaningful conversations. ClickPoint provides a simple web and mobile interface for salespeople to quickly follow up with leads, identify hot leads, and re-prioritize leads based on various conditions. ClickPoint can re-prioritize leads if neglected, or if a salesperson has too many leads, or is not able to reach a lead promptly. These sales lead prioritization techniques ensure the lead response is paramount to sales success.