Inside Sales: Ideas and Tips Part II
This is the second in a series of two posts (Part 1 here).
Today, we share two new ideas to deal with issues on appointment setting and campaign qualification.
Idea: Appointment Setting
Problem(s) Addressed: Lack of face-to-face activity for field reps.
Detail: Teleprospectors within this inside sales sub-segment have but one goal; to set appointments for field sales reps within the accounts that are assigned to each rep. Optimally, this will employ a “limited qualification” model; in just a few minutes conversation, the appointment setter is trying to create enough interest to get the prospect to agree to a more “significant” interaction (face-to-face, telephone- or Web-based). Again, these reps must be specially trained to deliver a very tight value proposition and generate enough buzz in just a few minutes, a skill that only a portion of the inside sales population will have. Because the inside salesperson does not spend a significant amount of time on the phone with a prospect, the degree to which the lead is qualified is usually quite low; this fact must be socialized with and agreed to by the pool of field reps that will be on the receiving end of these appointments.
Idea: Campaign Qualification
Problem(s) Addressed: Lack of a closed-loop lead process; lead definition inconsistency; lack of sales and marketing integration.
Detail: This group of teleprospectors is trained to follow up with respondents to marketing campaigns and other inbound activity; they are not cold callers. The key enabler for this activity is the outbound marketing strategy that the organization has agreed upon along with a consensus between sales and marketing regarding lead definitions. No organization should be seeking a single way to define a lead; rather, multiple “lead levels” should be created, with agreement reached on what “level” a lead must meet before it is formally passed on to field sales. In this case, when inside sales receives a response from marketing, it should be based on a set of organizationwide standards, such as same, address, email address, telephone number, activity level and activity history. When inside sales is through working these leads and “graduating” them to a level deemed field-sales worthy, the lead/each lead must have achieved additional levels of characteristics/qualification.
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