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ClickPoint Software Reviews

User Rating

4.7/5 (Based on 41 Ratings)

Rating Distribution

  • Excellent

    80.5%
  • Very Good

    17.1%
  • Average

    0%
  • Poor

    0%
  • Terrible

    2.4%

Do You Use ClickPoint Software?

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Reviews
BS

Bob S

March 23, 2022 Source: G2.com
"Excellent company for immediate web-lead generation and forwarding"
What do you like best about SalesExec?

Online inquiries are immediately forwarded; every lead is also saved so that no accidental loss can take place. The speed at which the leads are forwarded - is flawless.

What do you dislike about SalesExec?

I really have nothing to enter here; there is nothing that I dislike about this service.

Recommendations to others considering SalesExec:

Online leads have never been more important. I am delighted to recommend this company as a great service when it comes to generating and forwarding online inquiries. Additionally, their support is A+. They are great to work with.

What problems is SalesExec solving and how is that benefiting you?

ClickPoint gives us the ability to immediately respond to online inquiries; our benefits are quite straightforward: we have more leads to work with, and we have realized more sales.

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AU

Anonymous User

November 29, 2021 Source: G2.com
"Excellent Software for Lead Delivery with Lead Exec"
What do you like best about SalesExec?

Up to date with the latest lead generation functions like ping post

What do you dislike about SalesExec?

I would like to see a web version and a bit more instruction videos or a user forum.

What problems is SalesExec solving and how is that benefiting you?

We have multiple buyers that require unique lead delivery methods which Lead Exec can handle.

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AU

Anonymous User

June 1, 2021 Source: G2.com
"Amazing on boarding process"
What do you like best about SalesExec?

The reps handling the account were just very patient

What do you dislike about SalesExec?

Everything up until now has been great. We will continue to utilize this

Recommendations to others considering SalesExec:

Get on the sales call and make sure you have everything you need written down. They will get on top of it

What problems is SalesExec solving and how is that benefiting you?

I love that the automation and triggers just work so seemlessy. Everything just works for you

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JR

Jesse R

April 28, 2021 Source: G2.com
"OUTSTANDING TEAM BEHIND YOU TO HELP YOUR SUCCESS"
What do you like best about SalesExec?

I LIKE THE QUALITY OF THE SYSTEM AND THE -SERVICE

What do you dislike about SalesExec?

NOT MUCH I DON'T LIKE AS OF NOW VERY HAPPY

What problems is SalesExec solving and how is that benefiting you?

CONNECTING WITH MORE CLIENTS AND FOLLOWING UP TO GET MORE BUSINESS

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RN

Raul N

April 15, 2021 Source: G2.com
"Great customer service"
What do you like best about SalesExec?

I like the pull feature the best it helps; it helps my sales team follow up with their leads quickly and improve sales results

What do you dislike about SalesExec?

I wish they had direct dialing, but I believe they are about to launch it next week; they have been great about updating us about new releases.

Recommendations to others considering SalesExec:

Nothing I can think of; they have provided incredible support.

What problems is SalesExec solving and how is that benefiting you?

Prospect follow-up, dialing more leads and making it easier for salespeople to connect with prospects.

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TP

Tom P

March 19, 2021 Source: G2.com
"Best Support Team of any CRM ever used."
What do you like best about SalesExec?

The Team I worked with, Zach and Heath, have, from the start been extraordinary with helping me get my Clickpoint platform ready. They have been patient, helpful and are very knowledgeable about every facet the service offers.

What do you dislike about SalesExec?

There is nothing I dislike about the experience I have had thus far. Everything has functioned as promised.

Recommendations to others considering SalesExec:

Trust the advise of the support team. Ask questions because the Clickpoint Team has the answers.

What problems is SalesExec solving and how is that benefiting you?

Material tracking and efficient use of all inbound sales opportunities is the biggest reason, for now, we opted for Clickpoint. Having utilized Clickpoint in the past, simply, makes the dealing with call part of a call center perfect.

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JE

Jason E

December 29, 2020 Source: G2.com
"A lead management platform that does what the alternatives could not, with a knowledgable sales team"
What do you like best about SalesExec?

It is capable of all the needs on our list, packaged in a clean, intuitive interface with features that were understandable: the terminology and logic do not require a sales automation experience for our team to get up to speed. We start with high-value leads and need the ability for collaboration among multiple callers with the option of using the same phone number, and a clean history that is easy to follow and pick up where others left off over time.

What do you dislike about SalesExec?

SMS works well, but there's no MMS. 3-way call connecting initially sounded clunky but during the trial, we found it to be smooth. Moreover, we saw multi-user capability for us to use one phone number for the lead: one SMS thread, but multiple people could provide phone follow-up, which will make life easier for the lead, also, to see history in their own SMS thread.

What problems is SalesExec solving and how is that benefiting you?

We did a review of sales automation software to find a solution that, once in place, would remove the friction on lead-follow-up. We went with ClickPoint for the above reasons and are in the early stages of realizing the benefits of this upgrade: it's now easier to call and follow-up on leads, meanwhile the information is all captured and easy to find for the next caller to jump in on the cycle.

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DJ

Danielle J

November 3, 2020 Source: G2.com
"Best Sales Software I've Encountered"
What do you like best about SalesExec?

The overall functionality and ability to search for an easily find what I am looking for.

What do you dislike about SalesExec?

It sometimes lags due to spikes in utilization but the background team is always right on top of it so there really is nothing to outright dislike about the program in my opinion.

Recommendations to others considering SalesExec:

I would definitely recommend clickpoint to others.

What problems is SalesExec solving and how is that benefiting you?

I don't use this software for problem solving. This program is overall beneficial for our outbound sales department.

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MC

Maja C

October 30, 2020 Source: G2.com
"Best Software We Have Ever Used"
What do you like best about SalesExec?

simple and fast, user friendly, support team is very fast and effective

What do you dislike about SalesExec?

there are no downsides of using CP. that is why we are using it :)

Recommendations to others considering SalesExec:

if you want to save time and make more money, you should switch to ClickPoint

What problems is SalesExec solving and how is that benefiting you?

ClickPoint is making our jobs a lot easier. It is very easy to track and monitor all leads, which has improved of efficiency.

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JD

Jason D

October 30, 2020 Source: G2.com
"Great Lead Distribution and CRM Platform"
What do you like best about SalesExec?

We receive 100-200 leads per day so the feature we like best is ClickPoint's lead distribution tools. It helps by automatically distributing the high-priority leads first.

What do you dislike about SalesExec?

All the improvements that I would write here have already been resolved. ClickPoint has an extremely responsive support team that listens to feedback and improves the software quickly.

Recommendations to others considering SalesExec:

Ask for suggestions on how to structure your lead flow. Heath and Gabe have a lot of experience in identifying ways tor streamline your sales process. They were very helpful in customizing our platform.

What problems is SalesExec solving and how is that benefiting you?

The main problem we used ClickPoint for was to automate the lead distribution to our sales team in a fair and measurable way. In doing so, we ended up improving our sales flow to be more productive using ClickPoints distribution "Pull" features. We found we were also able to distribute leads based on skill/performance level of our reps, and created separate specialized sales teams as a result.

We also found ClickPoint's report templates to be extremely helpful in monitoring our sales team's performance. We track common dispositions to find areas for improvement and created dashboards to monitor performance. We've been able to spot anomalies in our sales flow that we had no visibility to prior and make corrections along the way.

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