Live Transfer Investment Leads
Another solid source of fresh leads for investment firms is the live transfer investment lead. This investment lead type adds the element of prescreening and prequalification to an inbound call. Domestic call centers do all of the heavy lifting when it comes to lead development calling out to investor prospects and generating interest. When they have established interest, verified basic information on a potential investor and gained permission to transfer to an investment sales representative, the call becomes a live transfer investment lead.
This type of investment lead holds a lot of potential because it represents a fresh lead and inbound call that has been screened for qualifications and interest prior to transfer. Campaigns may be scheduled with lead delivery between certain hours, in a designated time zone and in states that investment firms offer the opportunity in. It helps investment sales offices stay organized and growing their business.
Each campaign comes with access to a portal that logs calls and records conversations. These are best used to monitor lead flow, lead quality, lead treatment and opportunities for sales managers to identify sales conversations that may require managerial support and assistance. Groups that used this tool for training and lead review report strong sales results and satisfaction with the portal’s ability to deliver coaching opportunities that benefit the entire sales team.
Sample Live Transfer Investment Lead
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Date: 2/22/2012
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First Name: James
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Last Name: Doe
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Phone: 1-000-000-0000
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Address: 220 Newport Center Dr.
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City: Pasadena
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State: CA
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Zip: 92660
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Investment Capital: $25,000.00