Keep Every Opportunity Moving
Xecute helps you keep track of every Group Plan opportunity, know where things stand, and see exactly what you need to do next.
- Phase 1
Getting Started
Add the organization, learn what they need, and see if the Group Plan is a fit.
- Phase 2
Qualified
They're a great fit. Xecute helps you stay on track as you move toward the presentation and quote.
- Phase 3
Quote & Decision
The quote is in. Xecute keeps your follow-up organized so nothing gets forgotten while they make their decision.
- Phase 4
Getting Activated
They're moving forward. Xecute keeps you updated while Corporate handles the activation process.
- Phase 5
Active & Growing
Stay connected, take care of the relationship, and look for opportunities to grow the account and earn referrals.
Spend Less Time Trying to Remember.Spend More Time Moving the Opportunity Forward.
Xecute was built to make the rX Group Plan process easier to follow, easier to manage, and easier to Xecute with confidence.
Always Know What to Do Next
Tell Xecute what happened and it will show you the next step. No guessing where the opportunity belongs or what you should do next.
Never Miss a Follow-Up
Xecute keeps track of important follow-ups and reminds you when it's time to reconnect.
Stay Updated
See when an opportunity is waiting on you, waiting on the company, or moving through Corporate.
Keep Everything in One Place
Your opportunities, follow-ups, notes, next steps, and Group Plan tools are all easy to find when you need them.