Sales Prospecting Perspectives

With a family background in sales, it’s no wonder I love competition, organization, and numbers. I like that every month your slate is wiped clean and you have another 30 days to crush your numbers. But not only is sales a month-to-month game; it's also quarterly and yearly. The cycle in which we work in inside sales is organized and allows you to plan your time accordingly.

When I was growing up, I was a non-stop talker. Some of my family and close friends might say I still don’t know when to stop talking. Well, most acquaintances would probably be a little alarmed about how energetic I can be and how much I can talk. This is part of the reason I knew I would be successful in sales. But, it could also have been the thing that hurt me the most. Learning how to control a conversation is an essential piece of every day in the life of an inside sales representative.

Working in a sales-oriented job, inside sales reps have numerous goals to hit on a daily, weekly, and monthly basis. But there are other goals to set besides the money-based ones. What personal goals can you set as an inside sales rep? One of the many things I love about AG is that we have various people with whom to discuss how to improve our prospecting skills in order to achieve our targets.

I’m going to say a word. And immediately you are going to form an assumption, positive or negative, about this word. You can’t help it, because that’s how we react as humans.

The word is: Millennial.

I don’t know about everyone else, but I am absolutely addicted to the Winter Olympics. Every night when I am relaxing at home, I get sucked into the speed skating, skiing, and of course curling competitions! After watching the first few nights of events and discussing with coworkers throughout the day, I started to think about how our office has the same qualities that the Olympics in Sochi have. 

I like to think that I have a few key tools in my prospecting toolbox. The most important one could very well be our CRM, which at AG is Salesforce.com. It allows those of us with slight OCD to breathe easier, since we can plan days and weeks of tasks and reports ahead of time while being able to sift through old campaigns and review information with a few simple clicks. I don’t know how sales firms could operate without an automated CRM. It allows prospecting to go smoothly and it allows inside sales reps to hit the phones and make touches on many companies and prospects every day.

You wake up in the morning and check your email on your phone, tablet, or laptop. You get to work and you check your work email. You delete some emails, save some for reading later, and reply to others right away. But what makes you stop and read some emails versus saving them and forgetting to come back to them until a week later? There are a few things you can do to help your emails get noticed by prospects.

Ah yes, it’s that time of year again. Lines at the mall are out the door, parking lots are jammed, and calories don’t matter (right?). With the holiday season comes the end of the fiscal year for the majority of companies. And for inside sales reps here at AG, it can be a stressful time, as they try to pass qualified leads while prospects are taking vacation time to spend with their family. We can use this time to plan for the New Year while also nurturing accounts and catching prospects live. Last week, Craig gave some tips from a director’s point of view, and this week I’m giving some tips from a sales rep standpoint.

One of the first things we train new hires on is how to navigate a list in Salesforce. The reasoning behind doing this in the beginning of training is because Salesforce is something inside sales reps use every day. Knowing how to work a list will help you pass qualified leads easier than calling straight down a list of hundreds of names.

When we start working with a new client at AG, we establish a time for all parties involved to have a conference call per week. We like to check in with our clients once a week to make sure everyone is on the same page and all teams are aware of opportunities and pipeline. It is also a good time for questions to be answered if schedules are tight during the week. I’ve found that most clients like to use this time to ask us questions and give advice on certain accounts.