How can I be a great client when I am outsourcing my lead generation?

Outsourcing lead generation can be very beneficial for businesses looking to expand their reach, increase sales, and grow. Knowing when is key and being a great client when outsourcing lead generation is crucial for building a successful and collaborative partnership. In this blog we have listed 12 ways you can be an excellent client to your outsourcing team:

1. Transparent Communication:

• Clearly communicate your expectations, goals, and any specific requirements. Provide comprehensive briefs and be open to answering any questions to ensure a shared understanding. Strive to foster a collaborative relationship with your outsourcing team. Encourage open communication, welcome feedback, and be receptive to suggestions for improvement. When you know where you're going or what you need in the future being transparent with your Outsourcer and trusting them with that information reduces misunderstanding and conflicts. It allows both parties to make decisions that are best for them and by communicating those openly and transparently - it allows for problem resolution for each party.

2. Detailed Briefs and Guidelines:

• Provide detailed briefs and guidelines for your outsourcing team. Clearly outline your target audience, messaging, and any unique selling propositions. The more information you provide, the better they can align with your vision.

3. Set Realistic Expectations:

• Establish realistic goals and timelines. Understand the time required for effective lead generation and avoid setting overly aggressive targets that may compromise lead quality.

4. Regular Check-ins:

• Schedule regular check-in meetings to discuss progress, address concerns, and provide feedback. These meetings can enhance communication and help keep the outsourcing team aligned with your evolving needs.

5. Access to Resources and Data:

• Provide your outsourcing team with the necessary resources, including marketing collateral, product information, and any other materials that can enhance their understanding of your offerings. Ensure that your outsourcing team has access to relevant data and analytics. This information is crucial for refining strategies, measuring performance, and making data-driven decisions.

6. Feedback and Recognition:

• Offer constructive feedback on their performance. Recognize and celebrate successes to motivate the team. A positive and appreciative approach fosters a healthy working relationship. It’s important to note that when you are celebrating successes, to provide specific details on why the action/behavior was so successful as this will increase the likeliness of those continued actions and behaviors.

7. Training and Development:

• Invest in the training and development of your outsourcing team. Share insights about your industry, products, and ideal customer profiles to enhance their knowledge and effectiveness.

8. Flexibility and Adaptability:

• Be open to adjustments and improvements suggested by the outsourcing team. Flexibility in adapting strategies based on their insights can lead to more effective lead generation.

9. Prompt Responses:

• Respond promptly to any queries or requests from your outsourcing team. Timely communication enables them to address issues quickly and keep the lead generation process moving smoothly. Not to be confused with immediate responses, that is not typically the request. Setting expectations on when the team can expect the response is just as important.

10. Long-Term Vision:

• Approach lead generation as a long-term partnership. Building rapport and trust takes time, and a consistent, ongoing relationship often yields better results.

11. Cultural Sensitivity:

• If your outsourcing team is located within a different region, be aware of cultural differences. Provide cultural context to your requirements to ensure effective communication and understanding.       

12. Payment and Invoicing:

• Ensure that payments are processed on time. A reliable payment process strengthens the business relationship and motivates the outsourcing team to maintain a high level of service.

In conclusion, having a balanced partnership is critical when seeking long-term success. By embodying these practices, you contribute to a positive working relationship with your outsourcing team, fostering a collaborative and results-driven partnership for successful lead generation.

When To Engage A Lead Generation Partner

In the intricate world of lead generation, timing is everything. It's not just about finding potential customers; it's about engaging them at the right moment to maximize success. The decision of when to bring in a lead generation partner is pivotal, often best done during the strategy and design phase. This allows for crucial adjustments to be made to the value proposition, guarantees, or offers, optimizing outreach effectiveness. While it may seem counterintuitive to involve a partner early on, even if immediate deployment isn't planned, the long-term benefits are undeniable. 

Finding the optimal timing

The best time to engage a lead generation partner is typically as the strategy and design is being created. The reason that's critical is it allows for potential adjustments to the value proposition, guarantees, or offers that can enhance outreach effectiveness. The biggest benefit to working with an outreach partner is to bring them in at the beginning, even if you don't intend to use them for three months down the road.  

To ask the question differently, “what happens if the lead generation partner gets brought in when we really need sales?”  

The key to long-term success

More often than not, outbound lead generation is going to have a much longer sales cycle and be a slower or a lower average order value than an inbound sales cycle, because you are identifying people with needs, not just responding to those that have already identified they have a problem.  

People that you're introducing yourself to are just not in as much of a position to buy as those who have already raised their hand. What we tend to see by coming to a lead generation partner at the last minute, is that people end up being a little bit desperate and try to develop relationships that close fast instead of solving the customer problems.  

So, for some customers, we do see 3, 6, 12-month sales cycles. While this duration may exceed the average, it's crucial for sustained success. If maintaining momentum until closures become consistent seems challenging, considering a smaller, more manageable increment or waiting for an opportune time may be a prudent approach. 

Related Post: The Vital Role of Continuous Lead Generation Across the Sales Funnel

Conclusion 

Timing, as they say, is of the essence, particularly in the realm of lead generation. Bringing in a partner at the eleventh hour, when sales are urgently needed, can often lead to rushed relationships and missed opportunities. The reality is that outbound lead generation typically entails a longer sales cycle, requiring patience and strategic planning. While it may be tempting to rush the process, focusing on solving customer problems and maintaining a sustained momentum can yield more fruitful results in the long run. Whether it's a 3, 6, or even 12-month sales cycle, patience and strategic timing are key to achieving sustained success in lead generation endeavors. 

Choosing The Right CRM: A Guide For Your Sales Team

Determining the "best" CRM (Customer Relationship Management) system for a sales team depends on various factors, including the specific needs and preferences of the team, the size of the organization, and the industry it operates in. Different CRMs offer unique features and functionalities. Here are some popular and highly regarded CRM systems that cater to the needs of sales teams: 

1. Salesforce: 

   • Key Features: Extensive customization options, comprehensive sales and marketing tools, robust reporting and analytics, AI-driven insights. 

   • Suitable for: Businesses of all sizes, especially those with complex sales processes. 

2. HubSpot CRM: 

   • Key Features: Free and user-friendly, integrates with HubSpot's marketing and sales automation tools, lead and deal tracking, email tracking. 

   • Suitable for: Small to medium-sized businesses, startups, or those seeking an integrated sales and marketing solution. 

3. Zoho CRM: 

   • Key Features: Affordable, automation workflows, AI-driven sales assistant, lead and contact management, email integration. 

   • Suitable for: Small to medium-sized businesses looking for a cost-effective CRM solution. 

4. Microsoft Dynamics 365 Sales: 

   • Key Features: Integration with Microsoft 365, sales process automation, AI-driven insights, customizable dashboards. 

   • Suitable for: Businesses already using Microsoft products, with a focus on integration and scalability. 

5. Pipedrive: 

   • Key Features: Intuitive interface, customizable pipeline management, email integration, sales forecasting. 

   • Suitable for: Small to medium-sized businesses, especially those prioritizing simplicity and ease of use. 

6. Freshsales: 

   • Key Features: AI-driven lead scoring, email tracking, built-in phone and email, customizable workflows. 

   • Suitable for: Small to medium-sized businesses, especially those looking for a feature-rich CRM with built-in communication tools. 

7. SugarCRM: 

   • Key Features: Highly customizable, workflow automation, customer journey mapping, mobile access. 

   • Suitable for: Businesses looking for a flexible and customizable CRM solution to align with unique processes. 

8. Nutshell: 

   • Key Features: User-friendly interface, email tracking, sales automation, contact and lead management. 

   • Suitable for: Small to medium-sized businesses, startups, or teams seeking a simple and affordable CRM. 

9. Zendesk Sell: 

   • Key Features: Intuitive design, sales automation, contact and lead management, analytics and reporting. 

   • Suitable for: Businesses prioritizing user experience and integration with customer support solutions. 

10. Monday.com: 

    • Key Features: Visual project management, sales pipeline tracking, customization, integrations. 

    • Suitable for: Teams looking for a versatile platform that can be customized for various business processes, including sales. 

When selecting a CRM, it's crucial to evaluate features, scalability, integration capabilities, user-friendliness, and cost. Conducting a trial or demo and considering user feedback can help in making an informed decision based on the specific needs of the sales team and the organization as a whole. For more insights and personalized guidance, give us a call at (330) 994-1349 or contact us online to get started and see how we can support your growth journey.

Getting your Sales Reps up to speed… and quickly.

Ensuring new sales representatives hit the ground running is essential for maximizing productivity and contribution. Employing effective strategies can expedite the onboarding process for your sales reps. In this blog we will dive into the sales rep onboarding process and discuss how to make sure your new hires are efficient right from the start.

1. Comprehensive Training Programs

One of the primary strategies is to implement a comprehensive training program that covers a range of essential aspects. This program should delve into product knowledge, company processes, and sales techniques. Utilizing a mix of training materials, online modules, and interactive sessions will cater to various learning styles, ensuring a thorough understanding of the product and processes.

2. Shadowing and Mentorship

Pairing sales reps with experienced team members for shadowing and mentorship is another valuable approach. This facilitates knowledge transfer and skill development through regular interactions and guidance from seasoned professionals.  Role-playing exercises are instrumental in simulating real-life sales scenarios. These exercises allow practice for objection handling, pitching, and closing deals in a controlled environment, offering constructive feedback for improvement.

3. Accessible Resources

Access to essential resources is crucial. Ensuring that sales reps have easy access to sales collateral, product documentation, and FAQs streamlines their workflow. Establishing a centralized knowledge base or repository further enhances their efficiency. Leveraging technology tools like CRM systems, sales enablement platforms, and communication tools is a MUST. These tools streamline processes and provide real-time information, enhancing overall productivity. In addition, offering training on these tools is essential for maximizing their effectiveness.

 4. Clear Expectations and Feedback

Setting clear expectations from the outset is key and continuing to do so throughout their onboarding process. This involves communicating performance expectations, sales targets, and key performance indicators (KPIs) to align new reps with organizational goals. Establishing a roadmap for career progression provides motivation and a sense of direction. Feedback and performance reviews play a crucial role in ongoing development – just make sure your feedback is specific, so your employee knows the exact behavior/task they are doing that is awesome or needs improvement. Keep the singular “You’re a Rockstar” comments to a minimum as those can often build up a false sense accomplishment or confidence. A better example would be “Not only are you learning these 3 specific things quickly, you are also retaining the information and implementing it in these areas – yes, you are definitely Rock Star material!”.  Regular feedback sessions and periodic performance reviews help assess progress, address challenges, and set new goals, fostering continuous improvement. Ensuring they stay ahead in their roles, offer ongoing training sessions, workshops, or webinars to stay updated on industry trends, product updates, and sales techniques, as well as implementing friendly competitions, challenges, or recognition programs motivate reps and reinforce key learnings, boosting overall engagement.

5. Collaboration and Engagement

Cross-functional collaboration is beneficial. Encouraging collaboration between sales and other departments fosters a broader understanding of the business context, helping reps articulate value propositions more effectively. Guidance on effective time management is also essential. Helping reps develop time management skills and a structured daily routine balances prospecting, follow-ups, and administrative tasks, optimizing their productivity. Prioritizing celebrating early wins is equally important. Acknowledging and celebrating early successes boosts confidence and motivation, creating a positive and supportive environment for new reps.

By integrating these strategies, organizations can create a comprehensive onboarding program that accelerates the learning curve for sales representatives, enabling them to contribute effectively and achieve success quickly. An advantage to of outsourcing with a company who has worked in your industry is having resources familiar with the jargon, an established sales process AND coaching support that is already implemented. You are getting that controlled environment along with established tools and resources. Not so fun fact: All Sales reps don’t work out and investing in this type of process is costly. Partnering with the right outsource team can effectively complement your sales team.

What are some off-the-shelf sales training products?

Effective sales training is essential for equipping sales representatives with the skills and knowledge they need to succeed in today's competitive business landscape.

How do you know which may be the best for your team?  Here are a few along with their Focus Areas and Features.  

1. SANDLER TRAINING: 

• Key Focus: Emphasizes a consultative selling approach, focusing on building relationships, identifying pain points, and understanding the buyer's psychology. 

• Features: Interactive workshops, online courses, and coaching sessions. 

2. CHALLENGER SALE: 

• Key Focus: Challenges traditional sales approaches and encourages reps to teach, tailor, and take control of the sales conversation. 

• Features: Workshops, e-learning modules, and coaching resources. 

3. SPIN SELLING: 

• Key Focus: Based on asking probing questions to uncover customer needs and pain points (Situation, Problem, Implication, Need-payoff). 

• Features: Workshops, online courses, and certification programs. 

4. MILLER HEIMAN GROUP SALES TRAINING: 

• Key Focus: Provides various sales methodologies, including Strategic Selling and Conceptual Selling, focusing on strategic account management and buyer-seller relationships. 

• Features: Workshops, e-learning, and coaching resources. 

5. DALE CARNEGIE SALES TRAINING: 

• Key Focus: Emphasizes relationship-building, effective communication, and persuasive selling techniques. 

• Features: In-person and virtual workshops, self-paced online courses. 

CALL TO ACTION: TAKING THE NEXT STEP 

After exploring the off-the-shelf sales training programs, organizations should consider their specific needs and goals when selecting a program. It's essential to choose programs that align with the organization's sales philosophy, industry nuances, and skill development areas relevant to the team's success.  

Let us know if there is ever any help we can provide in your selection process.