You, the Phone, and Financial Lead Generation « ledgerleads_blog

You, the Phone, and Financial Lead Generation



January 25th, 2013

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lead generation, financial sales leads, telemarketing, financial services lead generation, financial planning leads, accounting services leads, tax sales leads, financing leads, insurance sales leads, business sales leads, telemarketing, outbound telemarketingMarketing financial services and generating business sales leads is a difficult tasks that many companies within this industry face. Due to the fact that it is a service that deals with money though, it is often sought after by many businesses that need a helping hand in financial affairs. Even with a much sought after service, financial services lead generation is still a difficult task and many financial services firms often need to go to great lengths just to market their companies.

When it comes to selling services related to finances, deals are usually done over a long amount of time. A single proposal could be looked at for months on end before a company decides to either go with the services offered by one company or to seek out another potential provider. One thing is for certain though and that is that generating leads cannot be achieved through common marketing tactics executed by other businesses across other industries.

Generating leads within the financial services industry requires much discussion. As such, one of the best ways to do effective financial lead generation is through using the phone – to patronize outbound telemarketing. Still, some firms are reluctant to result to telemarketing, either because they have heard negative things about it or have no knowledge on how to execute their own campaigns.

There are various advantages to making use of the phone in generating accounting services leads, tax sales leads, financial planning leads, financing leads or insurance sales leads. Here are a few of the advantages that comes with using telemarketing to market financial services:

Easily get in contact with decision makers.

When you market a service such as insurance, who do you think the best person to talk to is? The best person to be speaking with would be whoever handles the companies finances, such as the CFO. Of course, you cannot expect to get in touch with a C-level executive so easily as these members of staff usually have very busy schedules.

It’s easier to get in touch with your target prospect when you use the phone. Just call their office and ask for whoever it is you are calling for. Although you may not get past some of the secretaries who are meant to keep you out in the first place, this should not keep you from utilizing the power of telemarketing in helping you reach decision makers who you want to tell about your firm.

Pre-qualify prospects and generate better leads.

In generating financial sales leads, a prospect first has to be qualified to see if they meet your criteria. Of course, you cannot work with just anyone and need your target customers to meet certain parameters before you they can become a worthy client for you.

When you use telemarketing, you of course have a call script. Somewhere in that call script is room for your qualifying questions which you can ask your prospects during the course of a call to see if they fit your ideal customer profile or not. This saves you the time of having some of your sales leads get rejected by your sales team because they aren’t qualified. This way your lead generation campaign becomes more efficient and you have better chances of finding the prospects you want to be working with.

The use of outbound telemarketing offers quite the advantage when it comes to marketing products and services that are targeted towards other businesses. Are you having trouble with marketing your firm’s offered financial services? Why not pick up the phone and see how you fair in generating leads through it.

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