ClickPoint Software

What is ClickPoint Software?

ClickPoint Software offers a range of lead management and lead distribution solutions for lead sellers and sales teams. With ClickPoint Software, users can automate lead capture, qualification, and distribution in real-time. The platform also provides features like Ping-Post lead selling software, live call transfers, pay-per-call options, and comprehensive lead management tools. ClickPoint Software is designed to streamline the lead flow from capture to close, making the process simpler, faster, and smarter.

LeadExec, one of the flagship products from ClickPoint Software, is a powerful lead distribution tool that enables companies to capture, qualify, and distribute leads internationally. The platform offers features like lead capture from various sources, lead delivery through multiple channels, lead hygiene compliance solutions, customized reporting, and integrations with billing systems. With LeadExec, users can optimize their lead selling and distribution processes, ensuring that leads are matched with the most appropriate buyer or sales agent.

SalesExec, another key offering from ClickPoint Software, focuses on customizable lead management for sales teams and call centers. The platform includes features like power dialer for outbound calls, inbound call routing for live call transfers, email marketing automation, SMS marketing capabilities, and comprehensive reporting tools. SalesExec is designed to improve contact and close rates from digital leads and inbound phone calls, helping sales teams contact and convert more leads in less time.

ClickPoint Software stands out as a valuable tool for performance marketers and sales teams looking to optimize their lead generation and conversion processes. The platform offers a range of solutions to streamline lead flow, prioritize inbound calls, improve prospect communications, and ultimately sell more leads. With a focus on transparency, automation, and integration, ClickPoint Software helps companies thrive by boosting contact and close rates, leading to increased sales and productivity.

Overall, ClickPoint Software is a trusted industry leader in lead management and distribution, providing reliable solutions that help companies achieve their sales goals. With dedicated support, advanced features, and a commitment to customer success, ClickPoint Software is the go-to choice for organizations seeking to maximize their ROI from leads and drive business growth.

How to Use ClickPoint Software?

• Visit ClickPoint Software's website at https://clickpointsoftware.com.
• Click on the 'Get Started' button to create a new account.
• Fill in the required information to sign up and verify your email address.

• Log in to your ClickPoint Software account.
• Explore the dashboard to familiarize yourself with different sections such as LeadExec and SalesExec.
• Hover over each menu item to see the available options and their functionalities.

• Navigate to the LeadExec section on the ClickPoint Software dashboard.
• Click on 'Lead Distribution' to open the lead distribution settings.
• Configure your lead capture options, including web leads, phone calls, and chat leads.
• Choose the delivery methods for leads (Ping-Post, Patch, XML, email, or text).
• Set up compliance measures such as TCPA and GDPR, integrating with Trusted Form and Journaya if necessary.

• In the LeadExec section, click on 'Automated lead purchasing' setting.
• Configure your criteria for lead qualification to ensure leads meet your standards.
• Set up automated invoicing to streamline the revenue collection process using the Stripe integration.
• Connect with Zapier or other form providers to integrate your lead capture forms with LeadExec.

• Navigate to the SalesExec section on ClickPoint Software's dashboard.
• Click on 'Lead Management' to start configuring your lead management workflow.
• Set up inbound call routing to dynamically assign calls to the appropriate sales teams or branches.
• Configure the Power Dialer for outbound calls with logic-based prioritization.
• Create email templates and set up automated email delivery for effective lead nurturing.
• Set up SMS marketing to automate text message campaigns and schedule their delivery.

• In either LeadExec or SalesExec sections, navigate to the 'Reporting' tab.
• Set up customized pivot reports to analyze your marketing performance data.
• Generate lead forecasting reports to identify opportunities to increase ROI from leads.
• Use the comprehensive marketing performance data to refine your strategies and optimize results.

• Go to the 'Support' section on ClickPoint Software's dashboard.
• Access the ClickPoint Software Knowledge Base for detailed articles and support guides.
• Join weekly training sessions to get in-depth knowledge about various features.
• For any specific issues, use the 24-hour chat support for real-time assistance.
• Subscribe to system status notifications to stay updated on any outages or maintenance updates.

ClickPoint Software Features

Lead Distribution

Lead Distribution in ClickPoint Software is a crucial feature that ensures leads generated through various channels are efficiently sent to the right sales teams or buyers in real-time. This feature plays a significant role in enhancing the speed and accuracy of lead management.

Function Detail

• ClickPoint Software's Lead Distribution works by capturing leads from sources like websites, social media, and inbound calls. The system then verifies and analyzes the leads before matching them with the most suitable buyer or sales agent. Leads are distributed using methods like ping-post, HTTP post, email, and text.
• Automation software in ClickPoint Software allows for quick lead routing based on specific criteria, ensuring that leads are sent to the most appropriate recipients for prompt follow-up.

Lead Management

Lead Management in ClickPoint Software is the core process of tracking and managing sales prospects throughout their journey, from initial contact to conversion. This feature enables businesses to prioritize valuable leads and streamline the sales process effectively.

Function Detail

• ClickPoint Software's Lead Management system captures leads from various sources and scores them based on their potential value. The software then routes high-priority leads to sales agents for immediate follow-up.
• Inbound leads are managed efficiently through ClickPoint Software, ensuring that no opportunity is missed and that prospects receive timely responses and nurturing.
• The automation capabilities of ClickPoint Software's Lead Management feature enable scheduled follow-up communications, allowing businesses to engage with prospects consistently and effectively.

Lead Capture

Lead Capture is a fundamental feature in ClickPoint Software that enables businesses to gather and store leads from various sources, such as websites, social media, and landing pages. This feature is essential for building a robust database of potential customers.

Function Detail

• ClickPoint Software's Lead Capture tool allows users to capture leads in real-time from different touchpoints, ensuring that no valuable lead is lost or overlooked.
• The system collects lead data, including contact information and specific details, and centralizes it for easy access and management by sales teams.
• Lead Capture in ClickPoint Software integrates seamlessly with websites, forms, and other lead generation tools, making it easy to centralize all lead information in one place.

ClickPoint Software Frequently Asked Questions