Competitive Opportunities
Daily intelligence on when to target a specific plan sponsor can make all the difference between an effective sales strategy and a wasted effort. This is why Plan Sponsor Insight tracks “Competitive Opportunities”.
These daily events track when a competitive manager is struggling (such as a termination or a legal issue) indicating a potentially timely opportunity to target the plan sponsors they are working with - and because we currently have identified over 50,000 individual manager/plan sponsor relationships, we are able to deliver this information and help you create the exact list of plan sponsors to target.
The competitive opportunities that we are tracking on a daily basis include:
- A manager termination
- Team/Key PM Losses
- Watchlist Notifications
- Legal Action
- Acquisitions
- Fund Updates
- Layoffs
Each of these opportunities are linked to the managers and plan sponsors to which they relate to and thus the system follows your sales and marketing work flow. In addition, new events are added each and every day so you can receive email alerts or search the system for new opportunities to continually feed your pipeline.