PGi Case Study
TBI partner Billionaire Thoughts needed a better way to communicate with contacts, convert leads and track analytics on content. Billionaire Thoughts learned about PGi through communication and education from its TBI Channel Manager. After hearing the capabilities of PGi and receiving a demo, it decided to purchase the carrier’s collaboration solution.
Following a comprehensive implementation process, the company was able to apply many functions of the tool to its business strategy. The CRM integration allowed its staff to send marketing emails and track activity. Since a lot of the emails included educational video content, this was especially useful because the analytics were granular enough to address video views, length of view and time in which the video was stopped. This data helped the business assess the content they were sending to ensure length and quality were in line with audience’s interests and attention span.
Another function that was implemented was lead tracking. With integrations to Salesforce and other CRM platforms, new leads were automatically entered into Salesforce, accompanied by a notification sent immediately to the desktop. Since responding to web leads within 5 minutes’ increases conversions by 900%, according to the Lead Response Management Study, this partner was able to effectively capitalize on inbound leads.
Billionaire Thoughts was so pleased with the application of the collaboration tool, along with the smooth purchasing process and implementation, that it felt compelled to spread the word to existing customers. Using PGi to market the solution, emails were sent to existing customers, followed by phone calls and demos. This proactive approach allowed it to close deals with four small business (SMB) clients.
The education TBI provided allowed this partner to learn about a new technology that vastly impacted the business and their customers. As large and stable partner, Billionaire Thoughts most appreciates the responsiveness provided by TBI. Brandon’s ability to quickly execute on requests allows Billionaire Thoughts to focus on their core business while still satisfying customer’s technology needs.
The TBI partner and various small business clients.
The Channel Manager
National Channel Manager
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