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.
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.
User reporting needs improvement and integrations with other systems would make looking at data easier.
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.
Likelihood to recommend: 10/10
The reminders and workflows make working with potential clients seamless.
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.
There are a few items that I wish the end user could customize instead of having to have someone from SalesExec involved.
Likelihood to recommend: 9/10
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
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.
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
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.
Likelihood to recommend: 8/10
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.
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.
Would like to see more integrations with other software and saas solutions moving forward.
Likelihood to recommend: 10/10
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.
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.
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.
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.
Likelihood to recommend: 9/10
For just $65 a month your sales agents get integrated dialing, custom reporting, scoreboards, email marketing, email nurturing, contacts, calendar, lead routing, DNC rules, sales scripts, and more.
“Always be closing.” For sales teams, this is more than just an infamous line from the movie Glengarry Glen Ross. It’s a legitimate strategy for closing deals and generating sales. Having access to the latest sales management software can help push agents over the line, increasing the ROI from leads coming from all different sources. SalesExec is one of the latest cloud-based solutions designed specifically for sales teams that are looking to increase revenue and close more leads each day.
Designed especially for sales teams, SalesExec provides organizations with sales management software that can be used to improve sales processes and customize workflows. Using lead distribution for the real-time delivery of leads to sales agents, along with automated lead nurturing tools, sales teams are able to get leads from any source and make smarter lead management decisions based on real-time information.
SalesExec was developed to provide sales teams with the ability to close more leads in less time. The application uses real-time data and sales force automation techniques to ensure that valuable leads are nurtured and prioritized.
Using SalesExec should help sales teams make faster decisions, in regards to appropriately managing potential leads. Other benefits include increased readiness to buy leads, improved ROI, improved efficiency in closing deals, and improved routing of leads to the most appropriate sales agents. Using features like lead recycling, teams can decrease the time it takes to contact important leads. Sales teams can also increase the number of leads they’re able to reach in a given day using SalesExec’s click-to-dial feature.
SalesExec can be used by freelancers, large enterprises, mid-size businesses, small businesses, non-profits, and public administrators.
Within the organizations that use SalesExec, the cloud-based application is relied upon most frequently by call centers and sales teams, including salespeople and sales managers.
SalesExec provides salespeople with tools to integrate lead sources into their lead management systems. The application has integrated with Lead Cloud to provide users with a more streamlined way to input leads from insurance and financial lead providers.
Select your lead source, determine your criteria, parameters, and rules, and then create the lead provider integration documentation that your lead source requires. SalesExec integrates with providers such as LendingTree, LeadPoint, and Norvax, among many others. You also have the option to import your contacts and existing leads into SalesExec, and then manage those contacts from within the unified platform.
Push and pull lead distribution helps sales teams route the best leads to their most prolific salespeople. Using lead routing, organizations can more efficiently manage the number of leads each salesperson receives each day. Lead recycling also ensures that leads are automatically routed to an available salesperson, even if the initial salesperson is unavailable when the lead comes through.
Depending on your vertical, you may want the ability to route incoming leads to multiple sales agents, who can then compete for those leads based on a variety of factors. SalesExec provides you with an infinite number of routing options, which you can customize and use to determine the solution that works best for your organization.
Lead nurturing involves automated marketing tactics. For example, drip email marketing, direct mail marketing, email marketing reports, and power dialers, which decrease the time it takes salespeople to connect with leads through VoIP phone systems.
Visit the lead manager screen to identify, sort, and market to your teams. This is the place where you’ll visit to use the power dialer feature. It’s also the place you’ll go to determine the value of your leads and manage your organization’s workflows.
Intuitive reporting tools help sales teams make strategic decisions on the fly. All reports generated with SalesExec are exportable, modifiable, and customizable.
Visit your SalesExec dashboard to see how your leads are performing and compare your performance against other salespeople on your team. Looking at lead detail reports, you can break down leads by source and track how many leads you’ve received, rejected, and returned. You can also see the complete tally of all the leads you’ve purchased.
Using the API, sales teams are able to integrate SalesExec with their CRM systems. SalesExec can also integrate with other software solutions through the API.
Pricing for SalesExec starts at $35 per month. For that price, sales agents are provided with integrated dialing, email nurturing, and a complete lead management solution. Premium support is included with every plan.