Case Study: Direct Business Lending achieves 95% faster lead response and 35% sales lift with ClickPoint Software’s SalesExec

Direct Business Lending - Customer Case Study

Direct Business Lending is a B2B consulting firm that helps small and mid-size businesses with business plans, funding preparation, website development, and marketing. Their call center relied on push lead management and was contacting new online leads in roughly 35 minutes on average, which limited growth and fell far short of their five-minute response goal.

ClickPoint deployed a pull-based lead management system with automated marketing and a dedicated support rep to map the sales process and ensure fast adoption. The change slashed response times—70% of leads were contacted in under 15 minutes and nearly 50% in under 5 minutes—driving a reported 95% reduction in response time and a 35% lift in sales revenue.

Direct Business Lending

Roy Ferman

Partner, Direct Business Lending