Outbound sales appointment automation for Engineering
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Outbound Sales Appointment Automation for Engineering
outbound sales appointment automation for Engineering How-To Guide
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FAQs online signature
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What is an outbound sales representative?
Outbound sales agents or reps are responsible for reaching out to potential customers to sell their company's products or services. Typically, they do this by selling via outbound channels such as calls, texts, or email, as well as in-person or virtual sales appointments conducted with leads.
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What is automation in sales?
Sales automation is software functionality that automates the repetitive tasks that are key to building simple and profitable customer journeys. It's often included as a feature of CRM software , lead generation software , and email marketing software.
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How to automate outbound sales?
5 Tips for Effective Outbound Sales Automation Build Quality Prospecting Lists. Build an accurate prospect list to ensure your sales team doesn't waste time contacting the wrong prospects. ... Identify Your Target Audience. ... Personalize Your Outreach. ... Monitor Important Data. ... Use Multichannel Outreach.
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How do you automate sales processes?
Let's dive into how to automate the sales processes for your team. Define your sales processes. ... Automate prospecting and lead generation. ... Automate lead enrichment. ... Manage leads with CRM tools. ... Use еmail тemplates. ... Automatic outreach and call recording. ... Schedule calls automatically. ... Automate proposal and document creation.
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What is the outbound sales process for SaaS?
6 easy steps to start your SaaS outbound sales campaign Identify your market and create segments. The first step is to understand your target audience. ... Gather leads. ... Outreach. ... Qualify your leads. ... Follow-up calls, demos, and meetings. ... Close the deal.
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How do you automate sales follow up?
Here's a quick five-step guide to get you started: Step 1: Choose your email automation tool. ... Step 2: Create your email templates. ... Step 3: Identify your follow-up triggers. ... Step 4: Set up your email sequences. ... Step 5: Monitor and optimize your campaigns. ... 10 Recruiting Email Templates that Work in 2023.
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What is sales order automation?
It's a technology that streamlines and automates the sales process from order capture to delivery. By leveraging SOA, businesses can enhance the efficiency and effectiveness of their sales teams and improve the overall customer experience.
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How do you automate sales force?
Best Practices for Salesforce Automations Understand your business process. Before setting up any automated process, take time to understand the current manual process that's being used and document it. ... Build process maps. ... Keep it simple. ... Use scheduled actions for external data.
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probably was in this video I'm going to tell you how to guide prospects into your outbound appointments and structure I've already recorded this video Once which you might have not as already here but it was too long I'm going to try and speed up two biggest mistakes that I see with beginner outbounder purposes is um there's two things right going overboard with the building report or being the overly salesy guy dropping big paragraphs and trying to pitch them on the product two biggest mistakes that I see in Alabama one percent what I mean by overboard with building report is that they they think they're building report that's why it's in quotation marks but realistically they've just lost control of the conversation and they're just they're not even building before they're just straight up just wasting time an example of this would be let's say you are a Solar Company maybe you sell solar and you click on someone's profile and you see that they're into the gym and you message them about Jim that has the gym going again and then they reply to you then you message ah what's your PB in in squat oh can you give me some gym advice and you know these type of people like where they're just straight up just waste time having a long conversation about something completely irrelevant to what it is you're offering and this is a massive mistake because it makes it very difficult to recover from that once you lose control of the conversation it's very hard to to bring that back and actually book that call it makes you seem very unprofessional as well very slimy and very unprofessional you've got to piss a lot of people off by just wasting time and then just try to sell them something on the end which is completely unrelated um yeah this is a terrible terrible way to go about your appointment today the other type of guy is is the opposite is overly salesy for some reason trying to like hard pitch you and hard convince you to buy the product s try to sell the product and not the call um yeah nobody likes this guy overly salesy every red flag in the book long paragraphs trying to convince you that this is best for you when he doesn't when you don't even know him he doesn't know you yeah there'll be there'll be either of these two guys so when you're doing your Avan there's two approaches that you can take you can either be direct or you are going to be indirect obviously when you're doing cold Outreach as an Autobarn appointment center one thing that you need to keep in mind is that they don't know you and you don't know them they don't trust you every time someone messages them they understand that someone is trying to sell them something or wants them want something from them so their defenses are going to be high immediately as soon as you message them because they don't know why I'm they're trying to figure out what it is that you're trying to sell them that's why I absolutely do not recommend doing the direct like being direct like hey bro reaching out because I'm gonna I have an appointment setting program are you interested in buying this no one's interested in buying this they don't know me even if you give them even if you offer them the best offer in the world that I'm gonna guarantee you make 10K by tomorrow as you get your money back cause they don't know you if you told your best friend Euro 10K by tomorrow otherwise um you know I'll give you a full refund but no risk on your end your friends could be like oh calm like I trust you like come on so these guys don't know you bro so they're just gonna think it's a scam that's why you got to be indirect but how however if you're indirect don't be this guy going overboard with the building reports you need to the mindset you need to go into this is relax chill you're just trying to see whether these guys would be a good fit relax if you're not here to sell anything just here to book a call if they are genuinely a good fit they're trying to help solve their problems also you need to come come at this with a very strategic mindset like you're a chess player mindset the beta males go overboard with this building report the alpha the alpha appointment says we are logical strategic our questions have every question we ask has a purpose even though we are building report as we're building report we are gathering intelligence at the same time and every with every question we're leading them one step closer to our final end result which is book in that pool every question has a purpose so this is what you need to do when learning about the indirect approach when you're doing your cold Outreach Java intelligence strategic chess game know your target audience that's that the biggest thing you need to know your target audience I'll give you an example of that right so my product is obviously I have an appointment setting program but I teach people to make five to AK if your appointment setting and guaranteed client in six weeks so I've got an appointment set a program teaching people how to make money through appointment set my target audience is men only men only program so my talking audience is pretty much a young man young man 18 to 25 ish got some people older than that got some people younger than that but around you know Young and I know for a fact that if any like if someone's gonna join my program they need to be interested in Escaping The Matrix making money online all of these things right so what's you know what do these guys all have in common well I know that if they are trying to make money online then they are probably into self-improvement they probably watch some influences in this whole self-improvement or make money online Niche they probably watch YouTubers like Hamza or maybe like Andrew Tate maybe the watch imogadji and Alexi maybe they read maybe they go to the gym this is my target audience right because I know if they're a young man trying to make money online they probably take all of these boxes they all share these same characteristics I know my target audience and since I know my target audience I'm able to ask specific questions that I already know the answer to really I already kind of know the answer and by asking these specific questions I can take them from okay here building report okay and they're going to answer this question and they're going to go here now I know once they say this that I want them to say and I'm expecting them to say now I can say this and this and this and that is ultimately going to bring them to the end goal which is the book to call I'm not asking them a question about um I'm like let's say I'm trying to sell my self-improvement program right I'm not asking them about their photography page and then asking for some of the topography tips and how long they've been doing photography for and just irrelevant questions that's not it's not getting me anywhere it's not doing anything if I ask them if I'm trying to sell my program and ask them about their gym grind and then from there I can ask them about their self-improvement journey and from there I can ask them about their um their site that have their Chinese side puzzles notice how each question is bringing them one step closer to where I want them to be I'm not just bullshitting I'm not just asking random questions to try and sound nice try and sound friendly because realistically they know and I know that I don't care about photography I'm just wasting time and that's gonna piss a lot of people off a lot of times as well is uh when people get stuck in this building or a port phase they they obviously you've lost control of the conversation like if you're asking loads of irrelevant questions you've completely lost control and as a desperate attempt to try and bring it back on track after way too long of building report then they'll just switch to this guy and drop a big pitch and try and sell the product but it's never gonna work so first of all actually I just want to say as well as an appointment setter especially when you're dealing with cold leads and these guys don't know you you are not trying to sell anything you need to make need to make sure your mindset is very clear about that and make sure they definitely understand that as well because if you go in with the mindset that you're trying to sell something they will pick up on it you are not selling anything you are only here to book a free call that's your job as an appointment to book the call sell the call not the product stop pitching these guys anyways I'm gonna show you an example of what you know leading them to your outbound appointment set a structure looks like your outbound appointment setting structures it's like I don't recommend having a sales script but it's sort of like a sales script like a general idea of like how you want the conversation to go what sort of questions Etc so here's an example if I was trying to sell my um my Alpha set a program right how is the gym going going so far this year bro again this is a relevant question if I'm asking them about photography that's not relevant asking them about gym is relevant because I know my target audience I know my target audience likely goes gym and if they go gym then they're likely on self-improvement and if they're on self-improvement then they're likely trying to make money online I know my target audience as a gym Grant getting so far this year bro a typical answer yeah a good bro what about you yeah things are getting sick on my mg always acknowledge what they said don't just bombard question question you're gonna raise every red flag in the book they're going to run away from you because they think you're trying to interrogate them yeah things are getting sick on ing things are getting sick calling him G you need to come don't be too formal come across a genuine as man-to-man as possible speak to him like you'd speak to your friends but obviously try and like don't I wouldn't recommend saying stuff I would like WBU try and use actual actually type out your words right how long have you been on self improv for April I wouldn't say self-improved but I can't bother to type Improvement although you're being yourself and you know set a bad example how long have you been on self-improvement for I got into this about a year ago bro it's getting well again I can sort of I'll sort of know what he's gonna say and if he doesn't say exactly what I thought he was going to say either way I know I'm getting closer to my end clock how long have you been on social Improvement before got into this about a year ago it's going well awesome bro again acknowledgment love to hear that the ground is getting strong aside from the gym do you have any other goals for this year you all you all know what comes next right again how long have you been on self-improvement for the reason I asked this is because he's either going to say I'm not on self-improvement which he's not going to say that he goes to Jim I know my target audience he's going to say he's going to give me a time frame and if he gives me a time frame then he's confirmed that he's on self-improvement and if he's on self-improvement next I ask him about his goals why because he is on self-improvement I already know that he's probably going to be looking to make money online because I know my target audience if you don't know your target audience then get to know your target audience speak to your client speak to you or have a conversation with your client about this and get to know your target audience because as an appointment setter that's something you need to know so aside from Jim do you have any other goals on this year and then from there he's going to tell me his other goals it's likely going to include um make extra money online or start my Etc business or whatever and boom I've got him and I can now direct the conversation exactly where I want it to go if he says I'm trying to make 10K a month then I'm going to ask him okay what's your plan to do that how do you what what are you doing to make try and make that kind of money if he says I'm trying to increase my my income I want to earn a little bit more income okay well what what are you currently working on to reach that goal and since he hasn't yet achieved that goal then there's a good chance that he still needs guidance he still needs someone to help him to to get there right and that's where I come in and that's where I can offer to book the call to you know discuss ways that I could help him out with that Etc that's how that's how you should be doing your building report because by asking these questions yes you're still building Rapport but you are gathering intelligence you know if you know he's been on self-improvement for about a year what are your goals by asking him what his goals are and Gathering intelligence then once he tells me his goals and I ask him oh well what have you been trying so far to achieve those goals Gathering intelligence and again it's a chess game every single question is leading him closer and closer to where I want him to to be I understand I already know what he's going to say I've just got to get him to say it and there's but that's that's called that's called building report properly boys not just bullshitting about some random subject um yeah key takeaways from this video Don't Be overly like don't ask a load of random questions try to ask related questions don't give big long pitches in the DMS you're not trying to sell anything you just want to book the call um hopefully a lot of the guys that have been outreached into are watching this video and you don't hate me thanks a lot for watching boys hope it helps keep grinding
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