Sales IntelligenceforFinancial Services
Sales Intelligence for Financial Services
How financial services companies use Bullseye for sales intelligence
What is Sales Intelligence?
Imagine if your sales team knew exactly which prospects were researching your solution right now. Bullseye delivers real-time intelligence on website visitors—including what pages they viewed and how long they spent—directly to your sales team.
How Sales Intelligence Works for Financial Services
1
Connect to your workflow
Integrate Bullseye with Slack, your CRM, or email for instant alerts.
2
Get visitor intelligence
See who's on your site, what they're viewing, and their contact details.
3
Reach out while they're hot
Contact prospects within minutes of their visit while your solution is top of mind.
Benefits for Financial Services
Identify prospects researching financial products
GDPR and CCPA compliant identification
Reach out while prospects are still deciding
Integrate with existing CRM compliance workflows
Sales Intelligence Benefits
Strike while the iron is hot with real-time alerts
See full visitor journey and page views
Personalize outreach based on interest signals
Prioritize follow-ups by engagement level
Results for Financial Services
3.2x
Qualified lead increase
-68%
Time to first contact
100%
Compliance audit ready
Ready to get started with sales intelligence?
Join other financial services using Bullseye to grow their business.