Connect

Request for Introduction: In an industry where C-level executives rely on the right coverage with the right partner to protect the bottom line, trusted relationships are critical. Relying on cold calling to get in front of a CFO, Benefits Manager, or Risk Manager to build a relationship is often a multi-year and highly inefficient process. In a relationship oriented industry, ProspX Connect helps an opportunity manager leverage the extended relationships of people within their own professional network to short circuit the cold calling cycle. It enables a laser-focused approach to asking the right people for help at the right time instead of sending out a company-wide email and wasting everyone’s time. Connect ensures the security and privacy of each opportunity manager’s contacts. Connect identifies situations where team members can help because of their relevant relationships without exposing specific contact details.

Request for Advice: Connect enables an organization to easily identify and provide access to specialists within a niche designated as Practice Groups members. Practice Groups support specialties based on products, industries, client size, geography and more. Through simple search functionality, ProspX instantly connects opportunity managers with the most appropriate specialists for the sales opportunity and helps coordinate Information requests and related responses. Resources are tracked and recognized for the impact they have on sales.

Connect motivates rapid, high quality response by tracking how team members facilitate the sales cycle – enabling management to recognize and reward team member “assists” accurately and consistently.

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“ProspX offers another way to enhance our visibility with our agency and brokerage partners and increase the business we write.”

- Drew Carnase, senior vice president, OneBeacon commercial lines division