Private Placement Live Transfer Leads

Private placement investment sales offices are always looking for high quality leads. You hear them talk a lot about their book of business, which refers to clients from previous investment opportunities that they had worked on or investors they had spoken to. This doesn’t mean that sales people selling private placement investment packages wouldn’t appreciate a warm inbound lead. The private placement live transfer lead is a great fit.

Domestic call centers prequalify private placement investor prospects and then transfer them to sales. Each call is tracked through an 800 number and a platform that allows for lead flow, lead quality and lead treatment by sales review with the recorded calls. Private placement live transfer leads are scheduled by selected number of leads per day, states taking leads in, hours of operation and time zone. For the private placement investment firm live transfers have strong potential to liven up the sales floor, get everyone excited and bring in more deals.

Sample Private Placement Live Transfer Lead

  • Date: 02/01/2013

  • Name: Jill Do

  • City: Newport Beach

  • State: CA

  • Zip: 92663

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