Why B2B Appointment Setting Should be Part of Your Sales Strategy

Shaun Thompson

21/06/2021

B2B Appointment Setting

Table of Contents

Designing a sales strategy that is result-driven, highly innovative, and highly effective is vital thing for any business. B2B appointment setting is the answer.

There are multiple things that one needs to consider while designing a sales strategy, from identifying the target audience to evaluating different lead generation techniques to determining the means to reach out to the target audience, establishing points to discuss with the potential leads, determining the closing techniques, etc. 

Lead Generation is one of the Key Aspects of the Sales Strategy

Your sales team must be able to generate highly qualified and relevant leads consistently and continuously to generate more sales and revenues. 

Another thing to take into consideration is defining the roles and responsibilities of your sales team members. 

Though you might have super salespeople who can perform multiple tasks, ensure that you identify the key strengths of your team members and assign roles accordingly. Don’t burden a team member with multiple tasks. 

For example, some sales representatives are good at closing deals, and some are good at generating leads. Some are experts at conversations who can meet potential prospects, and some are good at setting appointments.  

B2B appointment setting must be an integral part of your sales strategy as it is the first step of your sales process. You don’t want to make errors at the start of the process. 

B2B appointment setting is a sales technique where highly qualified sales representatives contact potential leads and set up an appointment with them to discuss business opportunities. 

Here, you need to be extra careful as it is not just about calling a potential lead and setting up an appointment. The sales representative also has to identify the potential leads who are genuinely interested in your offerings. 

Some companies have their own sales team that are highly efficient and achieve superior results. 

In the absence of an in-house team of reps who can handle this extremely crucial stage of the sales strategy, you can hire professional b2b appointment setting services with a proven track record and relevant experience. 

There are a total of three stages of B2B appointment setting

  • Prospecting
  • Appointment setting 
  • Closing 

Prospecting 

The prospecting stage is a crucial one. Here, the sales representative must identify prospects and whether they are interested in your offerings or not. 

If a particular prospect has shown his/her interest in your offerings, the sales representative has to determine whether the prospect can become a sales opportunity or not. 

If the rep strongly believes that the prospect can be converted into a sales opportunity. Next, he will commence the appointment setting phase with the prospect.

Appointment Setting

During the appointment setting stage, the sales representative will be responsible for getting an appointment with the prospect to discuss the review of the final deal. 

Here, the appointment setter will try to fix a time with the prospect to schedule a meeting between the sales representative and the prospect. 

Here, you might have an in-house team member who can perform the role of an appointment setter, or you can outsource the job to a professional agency offering B2B appointment setting services

Closing 

The last part of the sales process is presenting and closing. Once the appointment setter has booked the date and time of the appointment with the prospect, the next step is for the sales representative, or the appointment closer to go and see the decision maker, and present the product, service, or solution. The sales appointment closer will then finalize the terms of the offering, and close the sale

The appointment closer must have persuasive and negotiation skills to convince the prospect to buy the offering. Here, the closer will close the deal after negotiations and the sales process will finally come to an end. 

During the appointment, the appointment closer will also try to get some potential leads or referrals from the prospect to reach out to.

Some tips for B2B appointment setting

Now that we have discussed what the appointment setting process is, here is a list of some practical B2B appointment setting tips that you can use in real-time to skyrocket your sales. 

Do your research 

Yes, research plays an integral part in your appointment setting process. 

Take some time out to research a particular prospect before bringing in an appointment closer. 

When you have some data up your sleeves, you will be able to discuss and be better prepared to negotiate during the appointment. 

You can offer a tailor-made, irresistible deal when you have some information about the prospect. 

Have an emotional touch in your pitch 

Yes, the ultimate goal of the appointment setter is to close the deal by convincing the prospect to buy, but he/she must connect with the prospect on a human level. 

Instead of talking about your offerings all the time, the appointment setter should try to listen to the needs and requirements of the prospect. 

Try to be a good listener to connect to the prospect on an emotional level. He/She will open up to you about his/her needs and concerns when you wholeheartedly listen, instead of mumbling about your offerings. 

Rather than being too pushy or persuasive, try to explain how your product or service will address their concerns. 

A conversational approach would surely help you to touch the emotional side of the prospect, and you will win the trust of the prospect with less effort. 

Ask thoughtful questions 

You need to understand what your prospect’s concerns are. Once you know their concerns or expectations, you will be able to help the appointment closer to developing the finest closing strategy. 

Ask thoughtful questions about what they are looking for, what issues they want to address, and other relevant things. 

Why add a B2B appointment setting to your sales strategy? 

There are some unmatched advantages of the B2B appointment setting. If you want to get quality leads with superior chances of converting them into loyal customers, you need to add a B2B appointment setting in your sales process. 

Also, it helps you to understand the psyche of your prospects and this helps to fine-tune the deal as per their expectations and needs. 

When you have a talented team of appointment setters, closing the deal will be smooth sailing. Qualified appointment setters will leverage their expertise to understand prospects on an emotional level to find out their business needs and expectations. 

Once the sales team has enough data gathered by the appointment setters, it would help appointment closers to prepare a highly personalised offer for them. 

Conclusion 

When done accurately, a B2B appointment setting can bring some astonishing results for your business. 

To get the best, expected results, you need to have the best sales team with some relevant experience to set appointments with the genuine leads. 

Hiring B2B appointment setting services can be a great value addition to your sales strategy as these professionals have in-depth understanding of the process and have experience in the domain. 

Furthermore, you will save a huge amount of money, time, and effort rather than establishing an in-house setup for appointment setting. 

They will leave no stone unturned to offer you the best outcomes. Hire a B2B appointment setting service provider company with adequate experience, and a proven track record. 
Invite quotes for companies that specialize in B2B appointment setting pricing and choose one that has a proven track record and are specialist in this area to ensure you’ll get the very best results and the greatest return on investment.

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