Business Intelligence
The traditional lead generation model is antiquated and ineffective.
Telemarketing has become ubiquitous, and businesses are quick to ignore cold calls, and unsolicited proposals that are not presented professionally alienate potential prospects. But you need new business opportunities to continue growing. You’ve exhausted your referral network, and you do not have time to prospect on your own. If traditional lead generation is not the answer, what is?
The PT Services Group, with over 20 years of experience in generating new prospects and new business for clients, provides a service superior to lead generation: business intelligence.
Business intelligence from The PT Services Group provides financial services and insurance professionals with actionable information about potential customers and clients. Our sales associates voice-verify all of the data that you want and need to know about a prospect to be successful and deliver it to you in a business intelligence report. With the information in hand, the construction of a pipeline for lead generation and sales can begin.
We help you find businesses that could benefit from your services in:
- Business Succession Planning
- Health and Welfare
- 401(k) and Qualified Plans
- Property & Casualty Insurance
- Retirement Planning
Since the sales process for a prospect that comes from business intelligence differs from more-traditional sales scenarios, we provide specialized coaching to help you to leverage the business intelligence report to engage a prospect, to break through screens, and to set an appointment.
Connect with us or contact John Pojeta (412-291-6685), our VP of Business Development, to find out how business intelligence can improve your business.