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5 B2B Appointment Setting Techniques

cold callingBelieve me when I say that we've heard everything you could possibly hear on the phone with a prospect.  That's a topic for another blog.  However, with eight years of B2B lead generation experience comes a little bit of insight into a few best practices around cold calling.  Here are five good tips:

  1. If you can't get someone on the phone on the first try, or even the second try, make sure that you are calling at different hours of the day.  This is especially helpful if you get stonewalled by the gatekeeper.  Sometimes you can get right through to the sales prospect if you call at 7AM or 5:30PM.
  2. Create a standardized workflow that you use on all of your appointment setting calls.  For instance, on an event audience acquisition campaign where you're driving attendees to a sales event, time is of the essence and you may use a workflow like this: Call-Call-Call-Email-Drop (with a couple days in between each step).  For more complex sales where you're attempting to set qualified sales appointments, it may be: Call-Call-Call-Email-Call-Call-Call-Email-Drop.  The benefit here is that you can use a workflow that optimizes your objective. Each workflow applies uniformly to each campaign, so that you're not spending too much effort in one place on one prospect who will never answer your call anyways.
  3. Establish an inside sales pipeline the same way you would an outside sales pipeline.  Fill the top of your sales prospecting funnel with good leads from an up-to-date list and continue to replenish the top-line as sales prospects drop out; use the same diligence in your follow-up measures as an outside sales rep would  A win in outside sales is like a sales appointment for inside salesperson.  View it as one sales funnel filling a smaller one.  For more on this read our blog, A Tale of Two Sales Funnels.
  4. Sound as fresh and lively on your 150th call as you do on your 1st.  This goes without saying, but is worth repeating many times over.  As you know from the many sales calls you've received from grumpy-sounding salespeople, no one wants to talk to a person that sounds dull and monotoned.  Keep it lively.  Keep your tone sharp.  Be a pleasant person to engage with.
  5. Influencers are sometimes as good an ally as decision-makers.  Vendere recently purchased a solution to assist in sales force management.  I didn't pull the purse strings, but I fought for the solution because I saw tremendous value in it, and it would make my job easier.  All too often, salespeople are hyper-focused on the decision-maker when an influencer might be your strongest ally in getting a deal done.  If there are more than one influencer and/or decision-maker (especially in a complex sale), it might not hurt to org-chart the involved parties.

While some of this may be obvious, perhaps I've given you a tidbit that gets you one more sales appointment than you would have had before, in which case the mission has been accomplished. 

Vendere Partners always encourages an open exchange of ideas, so please comment on our blog.

Comments

Thank you for the info. great topics
Posted @ Tuesday, July 20, 2010 10:28 AM by Doug
@doug 
 
Thanks for the feedback. I encourage you to join our other social media platforms: 
 
Twitter http://www.twitter.com/venderepartners 
 
LinkedIn http://www.linkedin.com/companies/71883 
Posted @ Tuesday, July 20, 2010 10:32 AM by Garrett Hollander
great site...tones of good info
Posted @ Monday, July 26, 2010 3:50 PM by Bert
Great blogs! I came to read this one (sent from Twitter) and will be sharing this page with my sales team! Thanks for the info!
Posted @ Tuesday, July 27, 2010 11:06 AM by Christina
Great Post Garrett. Professional persistency can't be beat. I especially agree with your call during different times. By changing the cadence for the jesubi team to 3 attempts in a day morning, noon and late afternoon we improved our first day response rate by over 80%. The only thing I'd add is keep the message concise and give a customer a reason to want to talk to you...
Posted @ Friday, July 30, 2010 9:17 AM by Bill Johnson
I wanted to know what you recommend for a number of times you attempt to contact some one before you give up. I usually wait until the gate keeper tells me to stop calling
Posted @ Friday, July 30, 2010 11:59 AM by Bert
@Bert 
 
It really depends on the campaign but the thing to realize is that if you don't have an "exit strategy" for your leads, you run the risk of wasting precious time. Say you called 5 too many times on 500 prospects this year. At :30 per call, you wasted 42 hours. A full work week.  
 
With that said, here are some suggestions for when to "drop" targets in your workflow: 
 
If it's a complex sale and/or finite prospect base ie. enterprise-level executives (ie. high-tier business technology): 10 touches (8 calls and 2 emails) - but then if it's enterprise level, I'll likely try to find another penetration point into the company. 
 
If it's a smaller sale and/or relatively large prospect base: 7 touches (5 calls and 2 emails) - and then MOVE YOUR EFFORTS TO SOMEONE THAT WILL LISTEN.
Posted @ Friday, July 30, 2010 12:53 PM by Garrett Hollander
@Garrett. Great info thanks for the help! Bert
Posted @ Friday, July 30, 2010 12:56 PM by Bert
Bert, 
There are two trains of thought that I have been trained on; yours, which is call until I am told not to, and the other which is to call three times wait a month call two times wait a month and then call once if you do not receive any response then let it go. 
I personally believe that it is a 'feel' situation along with how bad you want to work with a company (would you really want a customer that you have to call six times to get a response), and how good your intelligence is before you begin calling. 
With all of that said, it is a gut instinct. I personally try someone a few times and then begin by digging into the company (assistants, sales reps.) anyone that will talk to me and then use that information to make another run at it. 
I hope this helps, 
Brad  
Posted @ Friday, July 30, 2010 1:30 PM by Brad
@Brad, 
 
 
 
I agree with the gut instinct aspect and in my business you really don't want that customer that took 6 calls to a hold of unless it's a large corporation. It is always good to get refreshed on things you already know, so your comments are appreciated. 
 
 
 
Thanks! Bert
Posted @ Friday, July 30, 2010 1:44 PM by Bert
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