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About Sales Prospecting Perspectives

The official blog of AG Salesworks, Sales Prospecting Perspectives will give readers an insight to the challenges of managing a targeted outbound Sales Prospecting effort and team.

Come by often for valuable Sales Prospecting strategies and tips.

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Sales Prospecting Perspectives

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Incentive Ideas for Your Inside Sales Teams

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Sales Prospecting Perspectives is pleased to bring you another guest entry from one of our BDRs, Jill Ryan. 

Out of the 12 month year, these next 3 months are going be the hardest for inside sales reps. Sure, all year long our friends and family that are Firefighters, Nurses, Police Officers, EMTs, bartenders and servers have envied us for our guaranteed weekends off.  Now the tables have turned, I know some of us were wishing we could catch a mid week beach trip, but we have a job to do. I am the first one to say that AG has a culture like no other and we are lucky to have such a good time at work, but let’s face it, cold calling while its 85 and sunny out isn’t the best.

I am the kind of person that cares about my performance all the time. I am obnoxiously competitive and work the best under pressure, so go figure, I love contests. What better way to honor the cube dwellers during the next couple of months then to roll out some new incentives. Here at AG, we are lucky. We have an incentive in place that if we exceed production standards for the week, we can have a half day on Fridays. A lot of businesses are gone early on Fridays, so it makes for an effective work week. But what else can we do to spice it up during the summer?

  1. One thing I know my coworkers and I enjoy is time off. A monthly incentive to get some time off is most definitely something people will work towards. Everyone has trips they would like to take over the summer, and a chance to bank some days for the beach or lake is an expense most organizations can manage, and people would appreciate.
  2. Team contests! In sales, we all do a lot for each other in a pinch, why not have contests within your teams to boost the spirits and give each other that extra push. Some of the previous contests that have been great were a mix of meeting inside sales related benchmarks with a fun skills contest to cap it off.  For example, our last contest combined meeting certain goals with a putting contest – the teams who had the best results towards these goals, putted from a shorter distance.  These contests get people to work hard to meet the goals and have fun in the process.
  3. Something affordable but fun for the entire group. Whether that be a summer party, a day to head to a Pawsox game, or just the beach. Make it something the management can budget for and the company as a whole has to work hard to obtain, whether that be through lead goals or call expectation.

Let’s face it, we all work hard, but it can get difficult to stay focused in the summer when nothing changes in the routine. Summer is a time to throw the routine out the window, get outside, be active and enjoy each other. Why not continue that theme within the office to keep everyone on their feet, willing to work hard to play hard. 

4 Tips for Sale Reps to Get Better Results from Inside Sales Teams

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Sales Prospecting Perspectives is pleased to bring you another guest entry from one of our BDRs, Jill Ryan. 

We have discussed how sales success is augmented by closed loop approach to marketing and sales. We all know that an effective Inside Sales team follows a call plan specific to the prospect, qualifies the account, and passes them along for an introductory call. From there, the sales reps take over; given the contacts provided to move this prospect to pipeline.

Occasionally, when we follow up on our passed leads, the feedback is that they never occurred. Whether the Sales rep missed the call, the prospect never answered, or there was some crazy miscommunication, everyone loses. Now, instead of making fresh dials into new accounts, the business development reps (BDR's) are forced to play phone tag and re-engage these people to reschedule. How can we avoid this huge waste of time? For me, it has been by having great relationships with the Sales reps.

Working directly with the Sales reps has been the most helpful tool in enhancing my performance levels, and thus the amount of leads I commit to client pipeline.  Several of the "young guns" I work with have also had success with this approach. They understand how difficult it can be to navigate around gate keepers, busy schedules and rejection. By encouraging an open relationship with the Sales reps, less intro calls are missed, and more calls move along to the next step.

So Sales reps, here are a few tips to drive your better results for you Inside Sales team:

  1. Give us your contact information. Whether it is your desk phone, cell or email, we are not going to stalk you. In more cases then not, I come across an interesting prospect that is on the fence on taking a call. If I can reach out to the Sales rep for a specific case study, or just a sentence of tailored information - the prospect is more prone to take that call next time around.
  2. Make sure to listening in on BDR's calls. There may be something we miss on a qualification call that you can identify, extracting more compelling information for the following steps. We can learn so much from you that will help us as we refine our qualification questions.
  3. Calendar invitations can be gold. Allow us to send the prospect a calendar invitation introducing you with the time, date and your contact information. This way, everyone is on the same page and a reschedule is easier to facilitate if required.
  4. Keep us informed. If there was a lead that was great, or if there was a lead that was just awful, let us know either way, if it is the latter we can readdress the list of the questions we are using to qualify. We do care about the job we do, and frankly are compensated on the quality we deliver based on your feedback.

By being an email or a phone call away we can minimize missed appointments and help reduce long drawn out sales cycles. If every Sales rep was more open to direct contact, I am convinced you would see the value. Also by having a good relationship with the Sales reps, I care even more about passing great opportunities along. So Sales reps, the Inside Sales team is there to help you - give us a call. By working more closely together, I am confident more calls will happen which will have a positive impact on your pipeline.

Culture, Respect, Incentives and Teleprospecting

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Sales Prospecting Perspectives is pleased to bring you another guest entry from one of our BDRs, Jill Ryan. 

"Your prospect can sense a smile over the phone". How many times have you heard this coined in some way in the sales world? Sure it seems like a no brainer. We all keep our "screw you's" and thanks for nothing" on hold until we've finished squeezing our cheeks and praising them for the minimal amount of help and time of day. It's the concept we are trained on "always dial with a smile". No one ever talks about how difficult it is sometimes to sit in your cube for eight hours and really smile for cold calls.

I'm sure your wondering, where is this girl going with this? Just on a rant about her job? Actually the complete opposite. I think its common sense that a person in sales is more successful when they are focused, relaxed and happy on the phone, but that is evident of the culture they work in. If anyone watches the Office, they are prepared to laugh through a minimum of 60 percent of the episode. The show is based on a sales position out of Scranton, PA for paper products. On "paper", no pun intended, this sounds like the most boring job in the world. How could there be a show about a sales office selling paper be so funny? Because Dunder Mifflin has an office culture that makes an 8 hour day fly by, while getting the job done. Whether they are convincing Dwight that it's the wrong day of the week, or having public speaking meetings in the conference room, these people are constantly having a good time while somehow leading the paper industry.

I often compare AG to my own little mini TV series, much like Dunder Mifflin. I have never walked into this office angry to be here, except for the occasional Fridays when I wish I had gone home at a reasonable hour the night before. Our team has no problem "smiling and dialing". When I first came to AG, part of my interview process was to ensure that I would not contribute negatively to this culture. The president of this company's main mission with his business is to ensure a great company atmosphere. Specifically, we have no problem taking a little time off to have an office mini put tournament or leaving a little early on a Thursday for some Coronas. These perks come from a two things: Incentives and Respect. AG knows that cold calling is one of the hardest jobs out there, and everyone that works here has been on the phone crunching dials. As a result, management puts incentives in front of their BDR's (business development reps) to keep the client relationships strong and the lead rate high. A prime example of our main incentive here would be "summer hours".  At AG, if we meet our level of expectation during the week, we can leave at 12:30 on a Friday. I guarantee that from 8:30 Mon morning until about 12:15 Friday afternoon, this is the #1 goal of each and every BDR here. We all strive for it, and the majority gets it done.

So while training your inside reps on "smiling and dialing", it is essential to have some respect for the job itself. Put some music on in the background, discuss some fun summer incentives and put together a leader board so these people feel appreciated. Speaking from experience, we have got a great thing going on over here at AG. People that leave and come back to us always say "you'll never find an atmosphere like AG".  As great as that is to hear, it surprises me to hear that more companies don't take a similar approach. I have some talented friends in sales positions at different companies that are dying to have this type of work environment.  If more management folks looked at the value their team is bringing and showed some respect and incentives, maybe they could form their own little mini TV series as well. If you want your inside sales reps to "smile and dial", take a look at your companies culture.

Teleprospecting: Using Open Ended Questions Effectively

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Sales Prospecting Perspectives is pleased to bring you another guest entry from one of our BDRs, Jill Ryan. 

In brainstorming what to discuss this week, I decided to address the landscape of what we do and how open ended questions can be helpful for teleprospecting.  As business development representatives (BDRs), our jobs are to extract pains and needs, the business profile, time frame, ultimate decision maker and the budget.

Once I get my contact identified live on the phone and finish qualifying them, I usually hang up victoriously and begin to type up my lead notes for the next step. When I started at AG, I would often draw a blank on the timeframe and budget specifics, but after a few write-ups with ambiguous notes on the budget and time frame-"semi low priority and fiscal year come July 1", the training staff pointed out that the only way to get the meat of those specifics, is to work on open ended questions.

As I mentioned in my last blog post, I do not do well with scripts. My personal nightmare is asking someone, "Has budget been allocated or approved for a CRM solution and will you ultimately be releasing the funds". Maybe it's just me, but by the time I arrive at these questions, I've developed a pretty great rapport with this prospect. I find my success is in making a few assumptions and asking open ended questions. No one wants their position down played, so more often then not, I assume that they will affect the decision on some level.  I usually ask if there is anyone they want involved with the discovery call that would impact a next step. This question usually results in the prospect listing 1-2 individuals they would like to invite on the call. From here, I can flow into "okay great, now will this team over see the initiatives for the upcoming fiscal year,", and then make note of the decision maker. After this, the last missing piece of the puzzle is the budget specifics. Given my style of making a few assumptions, I use my previous questions and segway into "great, and are you coming up on a July 1 fiscal year?" There are only two answers that can come out of this question... "Yes or no date XYZ".

The final step in my process is clarifying the level of interest. It is extremely important to find out how serious the prospect is about evaluating come their fiscal year. If this is a call for basic information, it can affect the value of the lead. I use the pains and needs as my driving factor in asking "based on the conversation we had today, if our solution can help enhance your process, is this something you could see evaluated come July 1?"  I make note of the active initiative and the funds that may be allocated, and who the individual is that approves such a budget.

It's hard to forward a qualified lead onto a rep with yes or no answers all over it. If you make a habit of that, they will know absolutely nothing about the person on the other end of the phone.  Our goal as business development reps is to give a client a clear picture of "if and when" an opportunity can be committed to forecast. There are multiple steps taken in committing a prospect to pipeline. It begins with the level of information we extract from that first contact. As BDR's, we set the stage for our clients, so why wouldn't we ask open ended questions? Any one can pop online, research RFPs and CFO's and put together some facts. We're not surveyors we're business development reps.  Our job is to be professional listeners and information gatherers, so why wouldn't open ended questions be our number one tool?  

Increase Teleprospecting Connect Rates Through Revisions

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Sales Prospecting Perspectives is pleased to bring you another guest entry from one of our BDRs, Jill Ryan. 

Every month, when I take a look at connect rates, I am baffled at the amount of times a Business Development Rep (BDR) actually connects with a prospect. Take April for example - mid month I was averaging a connect rate of 11.8%. To me, that means the other 88.2% is going to spam, deleted voicemails and maybe, if I'm lucky, a forwarded referral. There are days a BDR can leave what feels like a million voice and emails only to come into work the next day with nothing but bounce back emails. We've all had those mornings when we wonder, "What can I do to fix this?" A lot of my success lies in the feedback I receive from prospects directly.

Often times when we're crunching the phone trying to reach our quota, we forget that there is someone on the other end who has the choice to either read that email or listen to that voicemail. We've all been on the receiving end of a sales call and had preconceived notions of how that call would result. People are not robots so they are not going to call robots back.  Having said that, my connect rate increases through tailoring my emails and avoiding scripted voicemails.

Each time you speak with someone that refers you to the most appropriate person, or offers a piece of compelling information, that should appear in the follow up email. We, as BDRs, are constantly learning from each other and developing different approaches on the phone that drive our success, so why would that not carry over into emails? Some examples of successful emails I have include the name of the reference directly in the subject line, or are titled, "Interested to connect, Jill with XYZ Company." The prospect receives the introduction in email number 1, so the purpose of email 2, 3 and 4 is to simply find out if you are in the right department and if there is a need. Keeping track of which emails have the highest response rate is a great way to reevaluate your messaging on a monthly basis. Making simple changes to a feedback request or changing the word "initiatives" to "goals" could be that extra 2% you need to pass that prospect or move onto the next.

Taking an active look at your emails is something that should carry over to your voicemails. As we ramp up on new projects, we are often controlled by the voicemail we drafted up. That message can include a purpose, a direction and your phone number twice, but it doesn't sound natural. More often then not, we forget that the product we are selling means nothing to the person on the other line. What is going to resonate with them is how you got directed to them, which goals you can help them accomplish. A call back will bring you to the next step in the prospecting cycle every time; whether that be qualify them in, out or move onto the more appropriate contact.  This all sounds easy on paper, but we all know its not. For me, it was trial and error. I took the scripts and tossed them in the trash. I put an open ended purpose in front of me to glance at and positioned myself as someone that is looking to connect strictly based on their goals. I reference webinars, past conversations from my pipeline and any piece of information that build report between me and the prospect. As a result, I have great conversations with prospects and my connect rate has gone up. This business is what you make of it. If you evaluate your process and messaging on a regular basis and apply that to your routine, you will constantly improve. That being said, take a day and throw a curve ball into your process. Re read those emails you wrote 3 months ago, look into your connect rate and remember, the person on the other line is receiving 10 calls a day from someone just like you, so make yourself memorable.

A Careful Approach to Prospect Personalities

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Today's guest post on Sales Prospecting Perspectives is from Jill Ryan, one of our top producing Business Development Reps.  Thanks Jill!

I think it's safe to say after teleprospecting into many different regions of the United States, there are various tones and personalities that can set the stage for a successful call. So many of us are guilty of picking up the phone and talking to the prospect from Georgia in the same tone we would with the VP from New York City. How do we address this? By comparing time zones to social personalities.
 
If we look at the four types of personalities:  the amiable, the driver, the expressive and the analytic, its easy to compare these to the people you are getting on the phone. According to well known business coach, mentor, author Jonathan Farrington, the very best sales professionals have become adept at recognizing which personality they are dealing with and adapt their approach and communication style accordingly. For example, the amiable prospect with their kind nature and pleasant tone can be your prospect from the South. If approached correctly, this individual is cordial and kind about disclosing information and agreeing to engage in the early stages with your company. Speaking in a driven tone, leaving no room for listening can put this person in your pipeline for many months. You will not find success speaking to this person as if they were your driven prospect from, let's say for example, the North.

Taking a specific look at each of these personalities, you will not only find yourself placing them in the regions you are reaching out to, but prepared to adjust your tone as you sense a specific personality.

According to Farrington, The Amiable are uncomfortable with and will avoid conflict at all costs. They speak softly and slowly and are more interested in opinion then fact. The Expressive are full of excitement, and interpersonal action. They are sociable and stimulating and will involve other parties. Drivers are perceived as serious, industrious, persistent, and exacting. And drivers are action and goal oriented, need to see results and have a quick reaction time. They rarely want to waste time on personal talk or preliminaries. The analytic typically works more slowly and carefully than Drivers. They are perceived as serious, industrious, persistent, and exacting.

In my experience, this logic can help guide you in what you are trying to accomplish. Our purpose is to be professional listeners while executing control over the call. If you go into every dial with the same tone and the same attitude, you are going to fall on your face. Every time you pick up that phone, the person on the other line is going to have some sort of need and possess one of these personalities.  Learning to adjust your style dependent on their personality will put you in a better position to obtain the information you need.

We all open our CRM system everyday and stare at those flagged tasks waiting to turn them into opportunities. Being told "Sounds like a great opportunity, I'll pass it along to my boss and board of directors give me a couple of weeks", by the Expressive IT Director is exactly the same as being told "No, I need a month" by the Analytic Chief Marketing Officer. As teleprospectors, we need to keep in mind that moving our pipelines and opportunities forward can happen by identifying with these social cues and keeping them in mind when dialing. Speaking just from my own experience, working with my thick Boston accent has been a challenge. I have had to really use this approach in sales to drive my success. I have learned to speak slowly, listen, quiet my tone and control my conversation so that prospects do not end up as red flags on my CRM home page for months on end.
 
Everyone has a different style and a different approach to how they perform on the phones. I think it is important to keep in mind that we connect with what we are comfortable with, so let's approach these different personalities with the tone they are going to be most comfortable with.

How do you go about being deliberate about approaching various prospect personalities?

 

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