Cold/Warm Calling & Appointment Setting
When properly utilized, the phone can be a powerful tool in lead generation activities. The problem is, most salespeople are either; scared of it, don’t use it enough, or don’t think that it works. Since 2016, we have been using “the phone” as a major tool to bring opportunities to our clients for all of those contacts that aren’t engaging in outbound email or social outreach. Sometimes, the fastest way to generate opportunities NOW is to pick up the phone and call your lead list.
Ways We Use The Phone
Every client we work with has specific needs, therefore our involvement is customized around what’s missing in their sales activity and how we can make the biggest impact. Below are some examples of the types of call activities that we complete for our clients, based on the particular package chosen:
- Cold Calling
- Booking Appointments
- Warm Calls
- Lead Qualification (SQL)
- Website Lead Qualification
Tracking Our Activities
An ideal situation would be for our clients to be using HubSpot or a similar CRM system so we can easily integrate with your lead lists, place calls using a VOIP and run reporting through the CRM system. Once a lead is “qualified” we can then easily assign it to the proper employee at your company.
Producing high levels of sales activities is great, but it holds less weight if the leads generated aren’t turning into REAL opportunities for our clients. We are not a call center, we are your sales partner, therefore we need open communication on the status of all leads generated once they are turned over to you and your open opportunities that were generated from our activities. All of this data is tracked on a monthly basis.