Planning sales call activities

When planning sales call activities, it is important to consider what will make your potential customers want to buy from you. This may include creating a list of targeted customers, preparing a sales script, and practicing your pitch. Additionally, you will want to be aware of common objections that customers may have and how to overcome them. By taking the time to plan your sales call activities, you will be better prepared to close more sales and grow your business.


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  • (1) Pre-call Planning - Review the customer's account history - Research the customer's industry - Understand the customer's business needs - Develop a call objectives - Plan your questions

    Pre-call planning is a crucial step in the sales process that allows you to gather information about your customer, their industry, and their specific business needs. This research will help you develop call objectives and plan questions that will address the customer's pain points and needs. By taking the time to do this research, you'll be able to have a more productive and successful sales call.

  • (1.1) Pre-call Planning - Review the customer's account history - Research the customer's industry - Understand the customer's business needs - Develop a call objectives - Plan your questions

  • (1.2) Opening the Call - Introduce yourself - Build rapport - Get the customer's attention - State the purpose of your call

  • (1.3) Presenting Your Solution - Present your solution - Align your solution with the customer's needs - Address any objections - Get commitment from the customer

  • (1.4) Closing the Call - Summarize the key points of the call - Thank the customer for their time - Get commitment for next steps - Set a follow-up date

  • (1.5) Post-call Planning - Review your notes from the call - Prepare for next steps - Follow up with the customer

  • (2) Opening the Call - Introduce yourself - Build rapport - Get the customer's attention - State the purpose of your call

    1. When you make a sales call, it's important to introduce yourself and build rapport with the customer. Get their attention by stating the purpose of your call. 2. It's important to have a plan for your sales call activities. By having a plan, you'll be able to focus your time and energy on what's important to the customer. 3. Take the time to listen to the customer and understand their needs. This way, you can tailor your sales pitch to their specific needs. 4. Always be professional and courteous. The customer's experience with you is just as important as the product or service you're selling. 5. Follow up with the customer after the call to thank them for their time and to see if there's anything else you can do for them.

  • (2.1) Pre-call Planning - Review the customer's account history - Research the customer's industry - Understand the customer's business needs - Develop a call objectives - Plan your questions

  • (2.2) Opening the Call - Introduce yourself - Build rapport - Get the customer's attention - State the purpose of your call

  • (2.3) Presenting Your Solution - Present your solution - Align your solution with the customer's needs - Address any objections - Get commitment from the customer

  • (2.4) Closing the Call - Summarize the key points of the call - Thank the customer for their time - Get commitment for next steps - Set a follow-up date

  • (2.5) Post-call Planning - Review your notes from the call - Prepare for next steps - Follow up with the customer

  • (3) Presenting Your Solution - Present your solution - Align your solution with the customer's needs - Address any objections - Get commitment from the customer

    When you are presenting your solution to a potential customer, it is important to align your solution with the customer's needs. You should address any objections the customer may have, and get commitment from the customer to move forward.

  • (3.1) Pre-call Planning - Review the customer's account history - Research the customer's industry - Understand the customer's business needs - Develop a call objectives - Plan your questions

  • (3.2) Opening the Call - Introduce yourself - Build rapport - Get the customer's attention - State the purpose of your call

  • (3.3) Presenting Your Solution - Present your solution - Align your solution with the customer's needs - Address any objections - Get commitment from the customer

  • (3.4) Closing the Call - Summarize the key points of the call - Thank the customer for their time - Get commitment for next steps - Set a follow-up date

  • (3.5) Post-call Planning - Review your notes from the call - Prepare for next steps - Follow up with the customer

  • (4) Closing the Call - Summarize the key points of the call - Thank the customer for their time - Get commitment for next steps - Set a follow-up date

    The call went well and the customer is happy with the results. Thank you for your time and we'll follow up with you soon.

  • (4.1) Pre-call Planning - Review the customer's account history - Research the customer's industry - Understand the customer's business needs - Develop a call objectives - Plan your questions

  • (4.2) Opening the Call - Introduce yourself - Build rapport - Get the customer's attention - State the purpose of your call

  • (4.3) Presenting Your Solution - Present your solution - Align your solution with the customer's needs - Address any objections - Get commitment from the customer

  • (4.4) Closing the Call - Summarize the key points of the call - Thank the customer for their time - Get commitment for next steps - Set a follow-up date

  • (4.5) Post-call Planning - Review your notes from the call - Prepare for next steps - Follow up with the customer

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