Average Ratings 3 Ratings

Total
ease
features
design
support

Average Ratings 1 Rating

Total
ease
features
design
support

Description

Connect your data, segment your audience, provide seamless experiences, and track your success easily. No-code integrations allow you to integrate data from finance, marketing, sales, support, and product into one customer profile. This will reveal the actions that are most important to your business. Segmentation is a powerful tool that allows you to target audiences using any combination of demographic, firmographic and behavioral data as well as transactional data. The right message to the right person at the right moment, the right time. Hyper-personalized omnichannel experiences that connect with your audience across the entire customer journey are a great way to connect with them. Intelligent automation that feels human. Data should make decisions easier, not more difficult. Your entire team can make data-driven decisions by using visual analytics and reports that provide insight, while custom dashboards keep you on track.

Description

SalesExec automates the complex sales follow-up process for salespeople. SalesExec eliminates the guesswork of who to call and when to call. Your salespeople can work more efficiently with their leads thanks to guided selling and automated prioritization. This will help them win more deals. SalesExec offers efficiency tools such as local presence dialing to reach 60% more sales opportunities and automated text SMS to reach customers at the right moment in their buying journey. SalesExec will also assist your marketing team by intelligently routing and prioritizing all phone calls and web leads. SalesExec makes it easy for your team to handle thousands of leads. This will ensure you get the best ROI from each prospect by enforcing customer follow-up and outreach.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

APIANT Yes 
CaliberMind Yes 
Connectio.io Yes 
Google Ads Yes 
HubSpot CRM Yes 
Integrately Yes 
Leadoo Yes 
Livestorm Yes 
Pipedream Yes 
Retention.com Yes 
SaveMyLeads Yes 
Scratcher Yes 
Segment Yes 
Shopify Yes 
StarfishETL Yes 
Stripe Yes 
Twilio Yes 
Weld Yes 
Wufoo Yes 
Zoho LandingPage Yes 

Integrations

APIANT No 
CaliberMind No 
Connectio.io No 
Google Ads No 
HubSpot CRM No 
Integrately No 
Leadoo No 
Livestorm No 
Pipedream No 
Retention.com No 
SaveMyLeads No 
Scratcher No 
Segment No 
Shopify No 
StarfishETL No 
Stripe No 
Twilio No 
Weld No 
Wufoo No 
Zoho LandingPage No 

Pricing Details

$199 per month
Free Trial Yes 
Free Version No 

Pricing Details

$65.00/month/user
The per-user fee includes a dedicated customer success manager: no long-term agreement, month-to-month, and pay-as-you-go. Texting is $.02 per text, and inbound call routing is $.025 per minute.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Ortto

Founded

2015

Country

Australia

Website

ortto.com

Vendor Details

Company Name

ClickPoint Software

Founded

2007

Country

United States

Website

hubs.ly/H0KDh-70

Product Features

Account Based Marketing

Analytics Yes 
Campaign Personalization Yes 
Customer Segmentation Yes 
Engagement Monitoring Yes 
Lead Nurturing Yes 
Lead Scoring Yes 
Progress Tracking Yes 
Prospecting Tools No 
Target Account Identification No 

Campaign Management

Channel Management Yes 
Contact Database Yes 
Email Marketing Yes 
Event Triggered Actions Yes 
Lead Management Yes 
Multi-Campaign Yes 

Conversational Marketing

Appointment Scheduling Yes 
Audience Segmentation Yes 
Chatbot No 
Email Automation Yes 
Group Messaging Yes 
Human Handover Yes 
Lead Distribution Yes 
Lead Qualification Yes 
Mobile Messaging Yes 
Multi-Channel Communication Yes 
Product Recommendations No 
Video Chat No 

Customer Data Platforms (CDP)

Behavioral Analytics No 
Campaign Management Yes 
Customer Profiles Yes 
Customer Segmentation Yes 
Data Integration Yes 
Data Matching No 
GDPR Compliance Yes 
Personalization No 
Predictive Modeling No 

Customer Journey Mapping Tools

Action Management Yes 
Attribution Modeling No 
Behavioral Analytics Yes 
Collaboration No 
Customer Profiles Yes 
Data Import / Export No 
Predictive Analytics No 
Surveys & Feedback No 
Templates Yes 

Email Marketing

A/B Testing Yes 
Artificial Intelligence Yes 
Auto-Responders Yes 
CAN SPAM Compliance Yes 
Customer Surveys Yes 
Drip Campaigns Yes 
Dynamic Content Yes 
Event Triggered Email Yes 
Image Library No 
Landing Pages/Web Forms Yes 
Mailing List Management Yes 
Mobile Optimized Emails Yes 
Reporting/Analytics Yes 
Subscriber Management Yes 
Template Management Yes 
WYSIWYG Email Editor Yes 

Email Template Design

A/B Testing No 
Code From Scratch No 
Drag & Drop Editing No 
Image Library No 
Import HTML Code No 
Mobile-Friendly / Responsive No 
Potential Issue Identification No 
Premade Templates No 
Proofing No 
Reporting / Analytics No 
Text Editor No 
Theme Editor No 

Lead Capture

Business Card / Badge Scanning No 
Dashboard Yes 
Data Extraction No 
Lead Distribution Yes 
Lead Notifications Yes 
Lead Nurturing Yes 
Lead Qualification Yes 
Lead Scoring Yes 
Online Forms Yes 

Lead Generation

Contact Discovery No 
Contact Import/Export Yes 
Lead Capture Yes 
Lead Database Integration Yes 
Lead Nurturing Yes 
Lead Scoring Yes 
Lead Segmentation Yes 
Pipeline Management Yes 
Prospecting Tools No 
Visitor Identification Yes 

Lead Management

Activity Tracking Yes 
Campaign Management Yes 
Lead Capture Yes 
Lead Distribution Yes 
Lead Nurturing Yes 
Lead Scoring Yes 
Lead Segmentation Yes 
Pipeline Management No 
Prospecting Tools No 
Source Tracking Yes 

Marketing Analytics

A/B Testing Yes 
Campaign Management Yes 
Channel Attribution Yes 
Customer Journey Mapping Yes 
Dashboard Yes 
Performance Metrics Yes 
Predictive Analytics No 
ROI Tracking Yes 
Social Media Metrics No 
Website Analytics Yes 

Marketing Automation

A/B Testing Yes 
Analytics / ROI Tracking Yes 
Artificial Intelligence Yes 
Content / Blogging Platform No 
Customizable CTAs Yes 
Drip Campaigns Yes 
Dynamic Content Yes 
Landing Pages / Web Forms Yes 
Lead Scoring Yes 
Sales Intelligence Yes 
Search Marketing No 
Segmentation No 
Social Marketing No 
Website Visitor Tracking Yes 

Mobile Marketing

Channel Attribution No 
Contextual Targeting Yes 
Coupons No 
Email Marketing Yes 
Engagement Monitoring Yes 
In-App Marketing No 
Location-Based Marketing Yes 
Push Notifications Yes 
Text Messaging Yes 
Text-to-Win No 

Retargeting

A/B Testing Yes 
Audience Targeting Yes 
Behavioral Targeting Yes 
Conversion Tracking Yes 
Geo Targeting Yes 
Mobile Retargeting Yes 
Personalization Yes 
Recommendation Engine No 
Social Media Retargeting Yes 

Sales Enablement

Collaboration Yes 
Contact Management Yes 
Content Management Yes 
Document Management No 
Goals / Quota Management Yes 
Lead Management Yes 
Meeting Management No 
Performance Management No 
Presentation Management No 
Proposal Management No 
Territory Management Yes 
Training Management No 

SMS Marketing

2-Way Messaging No 
Artificial Intelligence Yes 
Contact Management No 
MMS No 
Mass Texting No 
Message Personalization No 
Mobile Coupons No 
Mobile Keywords No 
Polls / Voting No 
Reporting/Analytics Yes 
Scheduled Messaging No 
Shortcodes No 
Text-to-Win No 

Product Features

Call Center

Blended Call Center Yes 
Call Logging Yes 
Call Recording Yes 
Call Scripting Yes 
Campaign Management Yes 
Database No 
Escalation Management No 
IVR / Voice Recognition Yes 
Inbound Call Center Yes 
Manual Dialer Yes 
Outbound Call Center Yes 
Predictive Dialer No 
Progressive Dialer Yes 
Queue Management Yes 
Real-time Chat Yes 
Reporting/Analytics Yes 

Campaign Management

Channel Management Yes 
Contact Database Yes 
Email Marketing Yes 
Event Triggered Actions Yes 
Lead Management Yes 
Multi-Campaign Yes 

Dashboard

Annotations Yes 
Data Source Integrations Yes 
Functions / Calculations Yes 
Interactive Yes 
KPIs Yes 
OLAP Yes 
Private Dashboards Yes 
Public Dashboards Yes 
Scorecards Yes 
Themes Yes 
Visual Analytics Yes 
Widgets Yes 

Email Marketing

A/B Testing No 
Artificial Intelligence No 
Auto-Responders No 
CAN SPAM Compliance Yes 
Customer Surveys No 
Drip Campaigns No 
Dynamic Content No 
Event Triggered Email Yes 
Image Library No 
Landing Pages/Web Forms No 
Mailing List Management No 
Mobile Optimized Emails No 
Reporting/Analytics Yes 
Subscriber Management Yes 
Template Management Yes 
WYSIWYG Email Editor Yes 

Inside Sales

Auto-Dialing Yes 
Call List Management Yes 
Call Recording Yes 
Campaign Management Yes 
Dashboard Yes 
Data Management Yes 
Lead Capture Yes 
Lead Distribution Yes 
Lead Scoring Yes 
Performance Management Yes 

IVR

Call Center Yes 
Call Logging Yes 
Call Recording Yes 
Call Routing Yes 
Multiple Scripts Yes 
Phone Key Input Yes 
Survey Management No 
Text to Speech No 
Voice Customization Yes 
Voice Mail No 

Lead Capture

Business Card / Badge Scanning No 
Dashboard Yes 
Data Extraction Yes 
Lead Distribution Yes 
Lead Notifications Yes 
Lead Nurturing Yes 
Lead Qualification Yes 
Lead Scoring Yes 
Online Forms No 

Lead Management

Activity Tracking Yes 
Campaign Management Yes 
Lead Capture Yes 
Lead Distribution Yes 
Lead Nurturing Yes 
Lead Scoring Yes 
Lead Segmentation Yes 
Pipeline Management Yes 
Prospecting Tools Yes 
Source Tracking Yes 

Lead Nurturing

A/B Testing No 
Campaign Management Yes 
Drip Campaigns Yes 
Lead Capture Yes 
Lead Notifications Yes 
Lead Scoring Yes 
Lead Segmentation Yes 
Performance Metrics Yes 
Personalization Yes 
Pipeline Management Yes 

Mobility

App Management Yes 
Barcode Scanning Yes 
Compliance Management Yes 
Content Management Yes 
Data Collection Yes 
Data Management Yes 
File Management Yes 
Forms Automation Yes 
Mobile Messaging Yes 
Remote Access Yes 
Remote Systems Monitoring Yes 

Sales Acceleration

CPQ No 
Campaign Management No 
Dialer No 
Email Sequencing No 
Email Templates No 
Email Tracking No 
List Building No 
Meeting Scheduler No 
Predictive Analytics No 
Reporting No 
Sales Gamification No 
Sales Intelligence No 
Sales Workflow Management No 

Sales Enablement

Collaboration No 
Contact Management Yes 
Content Management No 
Document Management Yes 
Goals / Quota Management No 
Lead Management Yes 
Meeting Management No 
Performance Management No 
Presentation Management No 
Proposal Management No 
Territory Management No 
Training Management No 

Sales Engagement

CRM Integration Yes 
Call Scripts / Call Steps Yes 
Email Sequences Yes 
Email Tracking / Automation Yes 
Lead Management Yes 
Reporting / Analytics Yes 
Sales / Voice Dialer Yes 
Sales Automation Yes 
Search Yes 
Task Management Yes 
Templates Yes 
Workflow Management Yes 

SMS Marketing

2-Way Messaging Yes 
Artificial Intelligence No 
Contact Management Yes 
MMS No 
Mass Texting Yes 
Message Personalization Yes 
Mobile Coupons No 
Mobile Keywords No 
Polls / Voting No 
Reporting/Analytics No 
Scheduled Messaging Yes 
Shortcodes No 
Text-to-Win No 

Telephony

Auto-Dialer Yes 
Call Center Management Yes 
Call Monitoring Yes 
Contact Management Yes 
IVR / Voice Recognition Yes 
Inbound Reporting Yes 
Outbound Reporting Yes 
Predictive Dialer No 
Telemarketing Management Yes 
VoIP Yes 
Voice & Data Integration Yes 

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