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How To Master Outbound Sales: Tips & Tools
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How To Master Outbound Sales: Tips & Tools

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Last updated on
February 3, 2025
Published on
January 16, 2025
How To Master Outbound Sales: Tips & Tools
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Have you ever gotten annoying calls from a business you have no idea about? If you are a person who owns a phone, you’ve been a prospect of an outbound sales rep. And, sometimes, by luck, maybe they are calling about a product you’d been looking for all this time.

However, at times, these calls can be frustrating for the caller too, hoping all the while that the receiver picks up and listens instead of just hanging up.

We’ve got some tips for you if you are the one making those calls.

Let’s understand what outbound sales is all about.

What is outbound sales?

Outbound sales is the process of reaching out to potential customers to close deals and build new relationships.

This could involve cold calling, cold emailing, and social selling, among other things.

Outbound sales is most effective when sales reps have invested enough time researching and implementing effective strategies.

Two things that are a dealbreaker for effective outbound sales:

  • Access to the right tools
  • Continuous training of sales reps

What is an outbound sales process?

1. Identifying potential customers

In order to identify your target audience, you need to create an ICP (Ideal customer profile). This refers to the kind of customers who will benefit from your product.

2. Generating leads

Once you have identified your target customers, the next step is to gather information and data about them from various sources to assemble the pipeline.

3. Qualifying leads

The next step is to determine qualified leads. This refers to prospects who fit your ICP and have higher chances of converting into customers. Outbound sales reps usually use cold calls and cold emails in order to qualify leads. You can also use various lead qualification methods, such as BANT, MEDDIC, etc.

4. Demo/Presentation

After lead qualification, the next step is to schedule a meeting with the prospect to conduct a demo/presentation and describe the features and benefits of the product.

Also, calmly answer any objections or queries that they may have at the end of the demo.

5. Closing

This is the final step that you have been waiting for. Use your best closing technique and strategies to ensure successful deal closure.

6. Follow-up

Keep following up with the prospect to ensure that all formalities have been done and they have a satisfactory experience.

In case of a prospect who didn’t agree to a purchase, following up increases your chances of getting a deal at a later time when they are ready.

Best email outreach practices

  • Research and pursue the right leads
  • Be buyer-centric
  • Personalise your emails
  • Use short and precise subject lines
  • Focus on starting with a good opener
  • Create urgency
  • Be direct and use active voice
  • Focus on value, not features
  • Add a CTA
  • Add a video

Best cold calling practices

  • Know your buyer persona in detail
  • Understand your flow with cold calls in a sales cadence
  • Research well
  • Stay attentive and get necessary feedback
  • Use a script to structure your calls
  • Handle objections well

FFF Technique:
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LAIR Technique:
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The two main ways to do outbound sales:

  • Building an in-house outbound sales team who will find prospects and turn them into customers.
  • Outsource the process by finding independent salespeople or an agency that will do lead generation and close deals for you.
CategoryOutsourcing Outbound Sales Building An In-House Sales Team
Expertise and speedMakes use of proven sales methods for faster resultsRequires time to train and develop internal expertise
Flexibility in terms of costOffers cost flexibility; scale up or down based on demandFixed monthly expenses regardless of sales performance
ControlLimited control over lead generation and lead qualification; may result in mismatched leads and higher churn rate Full control over the sales process, thereby allowing opportunity for optimization
Product knowledgeMay lack deep understanding of the product and target customersTeam members have in-depth knowledge of the product and business goals
SuitabilityIdeal for small companies or those in early stagesBetter for companies with established products and predictable revenue streams
InvestmentLower initial investment; no need for extensive trainingRequires investment in recruitment and training but pays off in the long run
Best FitStartups or companies in need of flexibility and fast resultsCompanies aiming for long-term growth

Best tools for outbound sales reps

  • Telephony software: A telephony software helps set up a full-fledged call centre to manage your voice mails and auto-route calls.
  • Email automation software: This software automates emails and sends them to customers on the basis of rules set by you. If you want to send an introductory email to a set of prospects you haven’t reached out to before, you can set it as a rule. You can perform similar actions depending on your needs.
  • CRM software: CRMs help keep track of literally every metric, thereby making the lives of sales reps ten times easier.
  • Voicemail automation: Voicemail automation tools help sales reps save time by helping them send pre-recorded voicemails to prospects with a single click.
  • Social tools: Social tools help sales reps to track and manage their outreach activities on social media. They can also schedule posts and track how prospects are engaging with them.
  • Screen recording tools: A screen recording tool helps record the screen and make a video simultaneously. These videos help add a certain degree of personalization to cold emails. A sales rep talking live about their product definitely stands out from the usual cold call that prospects get.
  • Conversation Intelligence Software: This software uses machine learning to transcribe and analyze sales conversations, thereby providing sales leaders with practical insights into how sales calls are going. The data collected by this software can also be used to forecast prospect behavior, giving reps an added advantage.

Outbound sales techniques and tactics

  • Speak with prospects via live chat
  • Social selling
  • Asking for referrals
  • Bring as guest on a podcast
  • Webinars
  • Reach out to website viewers
  • Create an outreach plan
  • Write personalised emails
  • Influencer marketing
  • Leverage multiple channels
  • Cold calling and cold messaging
  • Utilize scripts
  • Social networking on LinkedIn
  • Automate repetitive tasks
  • Use account-based marketing (ABM) strategies

Outbound Sales vs. Inbound Sales:

CategoryOutbound SalesInbound Sales
InitiationSales reps contact the prospectProspect makes the first move if they are interested
TechniqueStrategies rely on creating interest and attracting leads into the sales funnelOutbound sales techniques involve cold outreach and presenting strong sales pitches
Warm or cold leadsLeads are warm by the time they reach sales teamLeads are usually unaware of you and your product when you reach out
ReachBroad reach as reps contact a greater customer baseLimited reach;focusing on quality of leads over quantity
Sales cycleTypically shorter sales cycles as sales reps try to close deals fasterLonger sales cycles as leads take time to research and engage with the content before making a decision
FeedbackImmediate feedback via direct interactionSlower feedback via customer engagement
CostInitial costs are high but it reduces as reps bring in leadsCosts are comparatively higher as more resources are used
Time to ROIFaster ROISlower ROI
ExampleCold calling, cold emailing etc.Social media, webinars, SEO etc.

B2B vs. B2C outbound sales:

In B2B outbound sales, businesses reach out to other businesses and offer their products or services as solutions. Sales cycles are usually longer in this kind of sales.

In B2C companies, sales reps usually sell directly to customers, and sales are usually transnational. Some examples of B2C companies are companies that sell insurance policies or stocks.

Top 4 outbound sales metrics:

  • Conversion rates: Track the percentage of calls that result in a desired action, such as a sale, demo, or appointment. Analyze conversion rates at different stages of the sales funnel to identify strengths and weaknesses in your sales capacity.
  • Lead qualification: Measure the quality of leads that have been generated through outbound calls; whether they are a good fit for your business or not. The percentage of qualified leads will help you understand the overall impact of your pipeline.
  • Call duration: Evaluate the ideal length of a successful call and note down patterns seen in top-performing interactions.
  • Closing rates: The number of deals closed through phone calls will help you understand whether outbound calls are working or not.

FFF technique makes use of empathy to take the conversation forward.

Feel: I understand that you feel like you don’t have the budget right now.
Felt: Competitor XYZ felt the same initially before they tried our product or service.
Found: They found that they were saving money in the long run because of ABC.

LAIR technique reverses the objection to discover if a single reason is stopping the prospect from moving forward.

Listen: Listen attentively to understand what the objection truly is.
Acknowledge: Thank them for being honest with you.
Isolate: Ask them if this is the only reason they don’t wanna find out more about the product or service.
Reverse: Turn the objection around and explain how the product or service will help them save money.

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