Streamline your data management process with the CSV Online File + LeadExec - ClickPoint Software integration

A CSV file is a type of file used to store your contacts data from different sources, such as your email marketing software, CRM, etc. For example, by downloading a CSV file of your leads, you can upload these data on other tools in order to better manage your follow up and sales processes. CSVs contain information separated by commas, saved in a .csv format.

CSV files can be used with any spreadsheet program, such as Microsoft Excel, Open Office Calc, or Google Spreadsheets. However, with CSVs you can’t define or save cells, columns, or rows. Moreover, you can’t save formulas.

CSVs are also used for managing ecommerces for importing and exporting product, customer, and order information.

LeadExec is ClickPoint software, a lead management tool specifically designed to help marketers deliver qualified leads to sales teams, call centers, franchisees, and lead buyers. This enables you to improve your business by making the sales calls more efficient. Lead capture Capture your leads everywhere they come from and introduce them into your funnel.

With LeadExec, you can send the prospects directly to your sales team, with the information needed to easily close the deals. Lead scoring and Delivery LeadExenc allows you to qualify your leads by easily assigning them a score, delivering their data to any CRM or email marketing software. Instant reporting With LeadExect you get instant reports of your marketing activities.

You can get detailed insights about the activities of the call centers, franchisees, lead buyers and sales teams. By doing so, you’ll be able to improve your sales process by tracking and refine your marketing.