ACT Intelligence
Aptia Client Targeting System
Sign in using your Aptia Microsoft account.
Aptia Client Targeting System
Sign in using your Aptia Microsoft account.
19 agents organised by sales process stage. Click any agent to launch.
Market research, target identification, and prioritization
Company demographics, funding, and competitor analysis for target intelligence.
ActiveFinancial analysis of pension schemes to identify high-value targets.
ActiveComprehensive pension scheme diagnostics for data-driven prioritization.
ActiveUpload a contact list to automatically research companies, match pension scheme data, enrich contacts with LinkedIn profiles and phone numbers, and generate a colour-coded research report.
ActiveOutreach, engagement, and relationship building
DISC assessment and communication style analysis for personalized engagement.
ActiveTailored outreach messages based on executive research and company research.
ActiveCompelling follow-up sequences that maintain engagement momentum.
ActiveProfessional LinkedIn content for thought leadership and selling.
ActiveNeeds assessment, pain point identification, and stakeholder mapping
Comprehensive needs assessment through detailed pension scheme diagnostics.
ActiveDecision-making process and influence networks to navigate organizational politics.
ActiveROI quantification and stakeholder buy-in
ROI calculations and business case development with compelling financial justification.
ActiveInteractive funding analysis with buyout projections and financial modeling.
ActiveSolution design, competitive positioning, and risk management
Competitive intelligence and positioning strategies with market analysis.
ActiveMarket positioning and competitive landscape analysis for differentiation.
ActiveComplete diagnostic reports for data-driven solution design.
ActiveDemo customization and objection handling
Proven objection handling strategies and response frameworks for tough questions.
ActiveEngaging content for social proof, awareness, and viral reach.
ActiveNegotiation tactics, deal protection, and closing
Win-win negotiation tactics with concession planning and psychological influence.
ActiveDeal protection and risk management to prevent last-minute collapse.
ActiveDeal rescue and post-sale support
Emergency intervention for at-risk deals with disruptive recovery tactics.
Active