SalesExec

SalesExec

ClickPoint Software
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About

CallShaper is a call center software and Predictive dialer designed to help reduce costs and increase ROI for Call Centers. CallShaper partners with businesses to maximize contacts, track the performance of agents, manage leads, and sales processes. The drag-and-drop interactive voice response (IVR) editor allows managers to transfer calls to third-party stakeholders and other recipients based on agents' availability, time, or type. CallShaper lets call centers analyze databases to determine landline or wireless leads, Do Not Call list numbers, and call abandonment rates whilst helping customers to maintain compliance with Telephone Consumer Protection Act (TCPA) regulations. Supervisors can import leads by uploading files in bulk and agents can utilize call scripts to communicate and resolve clients' queries. Using predictive and preview dialers, marketing agents can automate call handling processes and review lead information before client interactions.

About

SalesExec helps salespeople by automating the complex sales follow-up process. SalesExec takes the guesswork out of who to call, when to call, email, or send text messages. With guided selling and automated lead prioritization, your salespeople will work their leads more efficiently and with less complexity, helping them to win more deals. SalesExec includes efficiency tools like local presence dialing to reach and identify 60% more sales opportunities, with automated text SMS and email nurture to reach customers at the right time in their buying journey. SalesExec will also help your marketing team by capturing and intelligently routing and prioritizing all web leads and phone calls. With SalesExec, your team can easily handle thousands of leads, ensuring you get maximum ROI from every prospect by enforcing customer outreach and sales follow-up.

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Call Centers, Telephone Answering Services, Sales, Customer Service, Inbound and outbound call centers

Audience

Mortgage Brokers, Travel, Insurance, EDU, B2B, Call Centers

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$75 per month
Pricing is based on per concurrent user per month plus telco costs. CallShaper also includes all modules, support, training, updates and new versions. There are never any add on costs with CallShaper!
Free Version Not Supported
Free Trial Not Supported

Pricing

$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 Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 4.7 / 5
design 4.7 / 5
support 5.0 / 5

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 4.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • Performance and compliance pieces that are built in. Comprehensive dashboards and reporting capabilities.
  • We use CallShaper for work and it's very easy to navigate not only for us but for our agents that make phone calls. I really like the fact that there is a help center and you can email, chat, and even call them! They always have the answers to all your questions!
  • The scripting, IVR, and webhook features are all very robust and I have been completely satisfied. The reporting is great for recurring exports. Their customer service is fast to respond and have never failed to help fix an issue including even working on software updates.

Cons

  • More "for hire" support to assist with script overhauls, IVRs, enhancements, etc would be very helpful. On the supervisor chat I would like to see an icon pop up or alert sound when someone sends a message to the supervisor. More tools for training would also be helpful.
  • So far, I like everything about it the platform. Hasn't seen something that I didn't like.
  • Cannot create reports based on custom data fields for past calls that are not part of a recurring export.

Pros & Cons from Real Users

Pros

  • The ClickPoint platform makes lead management simple. It helps to analyze and understand current sales trends happening in the organization. Its lead distribution function gives you the option to share leads with the right team to approach them. Automated and customizable email marketing sections.

Cons

  • I have never faced any major problems using this platform. No cons.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

CallShaper
Founded: 2012
United States
www.callshaper.com

Company Information

ClickPoint Software
Founded: 2007
United States
hubs.ly/H0KDh-70

Alternatives

Alternatives

SMSBump

SMSBump

Yotpo
T-Max Predictive Dialer

T-Max Predictive Dialer

T-Max Dialer & Communications
ZoomInfo Sales

ZoomInfo Sales

ZoomInfo

Categories

Auto Dialer Supported
Call Center Supported
Call Recording Supported
Call Tracking Supported
Contact Management Supported
Customer Advocacy Supported
Customer Success Supported
Inside Sales Supported
Lead Management Supported
Power Dialers Supported
Predictive Dialer Supported
Sales Supported
Sales Dialers Supported
Sales Engagement Supported
Telemarketing Supported
Telephony Supported

Categories

Call Center Supported
Dashboard Supported
Email Marketing Supported
Inside Sales Supported
IVR Supported
Lead Capture Supported
Lead Management Supported
Lead Nurturing Supported
Mobility Supported
Sales Acceleration Supported
Sales Enablement Supported
Sales Engagement Supported
SMS Marketing Supported
Telephony Supported

Call Center Features

Blended Call Center Supported
Call Logging Supported
Call Recording Supported
Call Scripting Supported
Campaign Management Supported
Database Supported
Escalation Management Supported
Inbound Call Center Supported
IVR / Voice Recognition Supported
Manual Dialer Supported
Outbound Call Center Supported
Predictive Dialer Supported
Progressive Dialer Supported
Queue Management Supported
Real-time Chat Supported
Reporting/Analytics Supported

Inside Sales Features

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

Lead Management Features

Activity Tracking Supported
Campaign Management Supported
Lead Capture Supported
Lead Distribution Supported
Lead Nurturing Supported
Lead Scoring Supported
Lead Segmentation Supported
Pipeline Management Not Supported
Prospecting Tools Not Supported
Source Tracking Not Supported

Sales Engagement Features

Call Scripts / Call Steps Supported
CRM Integration Supported
Email Sequences Not Supported
Email Tracking / Automation Not Supported
Lead Management Supported
Reporting / Analytics Supported
Sales / Voice Dialer Supported
Sales Automation Not Supported
Search Supported
Task Management Supported
Templates Supported
Workflow Management Supported

Telephony Features

Auto-Dialer Supported
Call Center Management Supported
Call Monitoring Supported
Contact Management Supported
Inbound Reporting Supported
IVR / Voice Recognition Supported
Outbound Reporting Supported
Predictive Dialer Not Supported
Telemarketing Management Supported
Voice & Data Integration Supported
VoIP Supported

Auto Dialer Features

Call Center Management Supported
Call Recording Supported
Call Reporting Supported
Call Scripting Supported
Lead Management Supported
Power Dialer Supported
Predictive Dialer Supported
Preview Dialer Supported
Progressive Dialer Supported
Surveys Supported

Call Recording Features

Archiving Supported
Call Sharing Supported
Distributed Call Recording Supported
Event Triggered Recording Not Supported
File Transfer Supported
Instant Retrieval Supported
On-Demand Recording Supported
Recording Bookmarking Supported
Scheduled Recording Not Supported
Screen Activity Recording Supported
Video Call Recording Not Supported

Call Tracking Features

Call Log Not Supported
Call Recording Supported
Call Routing Supported
Caller Identification Supported
Campaign Management Supported
Conversion Tracking Supported
CRM Supported
IVR / Voice Recognition Supported
Keyword Tracking Not Supported

Contact Management Features

Activity Management Supported
Appointment Management Supported
Contact Database Supported
Contact History Not Supported
Contact Import/Export Supported
Customer Pipeline Not Supported
Email Marketing Not Supported
Group Management Not Supported
Interaction Tracking Not Supported
Lead Management Supported
Prospecting Tools Not Supported
Sales Pipeline Management Supported
Search / Filter Supported
Segmentation Not Supported
Shared Contacts Not Supported
Social Media Integration Supported

Customer Advocacy Features

Advocate Management Not Supported
Campaign Management Supported
Communication Management Supported
Community Management Not Supported
Gamification Not Supported
Referral Tracking Not Supported
Reporting/Analytics Supported
Rewards Program Not Supported
Social Engagement Not Supported

Customer Success Features

Account Alerts Not Supported
Account Management Supported
Communication Management Supported
Customer Engagement Supported
Customer Lifecycle Management Not Supported
Health Score Not Supported
Onboarding Not Supported
Revenue Management Supported
Usage Tracking / Analytics Not Supported
Win / Loss Analysis Supported

Predictive Dialer Features

Call Monitoring Supported
Call Recording Supported
Call Results Supported
Call Transfer Supported
Callback Scheduling Supported
Campaign Specific Caller ID Supported
Contact Management Supported
FCC Compliance Supported
FTC Compliance Supported
Lead Capture Supported
Lead Management Supported

Telemarketing Features

Auto Dialer Supported
Call Logging Supported
Call Recording Supported
Call Routing Supported
Call Scripting Supported
CRM Not Supported
Inbound Call Center Supported
IVR / Voice Recognition Supported
Lead Distribution Supported
Outbound Call Center Supported

Call Center Features

Blended Call Center Supported
Call Logging Supported
Call Recording Supported
Call Scripting Supported
Campaign Management Supported
Database Not Supported
Escalation Management Not Supported
Inbound Call Center Supported
IVR / Voice Recognition Supported
Manual Dialer Supported
Outbound Call Center Supported
Predictive Dialer Not Supported
Progressive Dialer Supported
Queue Management Supported
Real-time Chat Supported
Reporting/Analytics Supported

Inside Sales Features

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

Lead Management Features

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

Sales Engagement Features

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

Telephony Features

Auto-Dialer Supported
Call Center Management Supported
Call Monitoring Supported
Contact Management Supported
Inbound Reporting Supported
IVR / Voice Recognition Supported
Outbound Reporting Supported
Predictive Dialer Not Supported
Telemarketing Management Supported
Voice & Data Integration Supported
VoIP Supported

Campaign Management Features

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

Dashboard Features

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

Email Marketing Features

A/B Testing Not Supported
Artificial Intelligence Not Supported
Auto-Responders Not Supported
CAN SPAM Compliance Supported
Customer Surveys Not Supported
Drip Campaigns Not Supported
Dynamic Content Not Supported
Event Triggered Email Supported
Image Library Not Supported
Landing Pages/Web Forms Not Supported
Mailing List Management Not Supported
Mobile Optimized Emails Not Supported
Reporting/Analytics Supported
Subscriber Management Supported
Template Management Supported
WYSIWYG Email Editor Supported

IVR Features

Call Center Supported
Call Logging Supported
Call Recording Supported
Call Routing Supported
Multiple Scripts Supported
Phone Key Input Supported
Survey Management Not Supported
Text to Speech Not Supported
Voice Customization Supported
Voice Mail Not Supported

Lead Capture Features

Business Card / Badge Scanning Not Supported
Dashboard Supported
Data Extraction Supported
Lead Distribution Supported
Lead Notifications Supported
Lead Nurturing Supported
Lead Qualification Supported
Lead Scoring Supported
Online Forms Not Supported

Lead Nurturing Features

A/B Testing Not Supported
Campaign Management Supported
Drip Campaigns Supported
Lead Capture Supported
Lead Notifications Supported
Lead Scoring Supported
Lead Segmentation Supported
Performance Metrics Supported
Personalization Supported
Pipeline Management Supported

Mobility Features

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

SMS Marketing Features

2-Way Messaging Supported
Artificial Intelligence Not Supported
Contact Management Supported
Mass Texting Supported
Message Personalization Supported
MMS Not Supported
Mobile Coupons Not Supported
Mobile Keywords Not Supported
Polls / Voting Not Supported
Reporting/Analytics Not Supported
Scheduled Messaging Supported
Shortcodes Not Supported
Text-to-Win Not Supported

Sales Enablement Features

Collaboration Not Supported
Contact Management Supported
Content Management Not Supported
Document Management Supported
Goals / Quota Management Not Supported
Lead Management Supported
Meeting Management Not Supported
Performance Management Not Supported
Presentation Management Not Supported
Proposal Management Not Supported
Territory Management Not Supported
Training Management Not Supported

Integrations

8x8 Not Supported
Cisco Webex Not Supported
Domo Not Supported
FullContact Not Supported
Nextiva Not Supported
RingCentral RingEX Not Supported
Skype Not Supported
Zapier Supported

Integrations

8x8 Supported
Cisco Webex Supported
Domo Supported
FullContact Supported
Nextiva Supported
RingCentral RingEX Supported
Skype Supported
Zapier Not Supported
Claim CallShaper and update features and information
Claim CallShaper and update features and information
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