The sales academy The noCRM.io Academy

Becoming a better saleperson

Table of contents

  1. 1Organizing your sales activity
    1. Our philosophy
    2. Suspects (Unqualified Prospects) vs. Leads
    3. Prospecting Lists, Leads & Client Folders
    4. Status vs. Sales Steps
    5. Defining Key Information on Leads
    6. The Importance of Categorizing Your Leads
    7. Managing Multiple Contacts in the Same Company
    8. Admin, Team Manager & User
    9. Customizing Your Account Interface
  2. 2Organizing Your Daily Activities
    1. Build the Perfect Setup for your Sales Team.
    2. Every Morning, Know Exactly What Leads You Need to Work On
    3. Follow Up the History of Your Exchanges & Bcc Email Conversations
    4. Set Reminders and Synchronize Your Account with Your Calendar
    5. Sort Activities for a Better Understanding of Your Leads
    6. Extended, Compact & Pipeline Mode
    7. Create Several Pipelines to Analyse Different Sales Processes
    8. Make your Most Important Leads Stand Out
    9. Find Leads by Using Filters
  3. 3How to Win at Cold Prospecting
    1. How to Organize your Prospecting and Cold Calling
    2. When and How to Use Prospecting Lists
    3. Only Turn a Row into a Lead Once the Contact is Qualified
    4. The Importance of Using Column Names
    5. Magic Columns
  4. 4Working on the Go
    1. Mobile App
    2. Using the Speech Recognition
    3. Scan your Business Cards
  5. 5Adding Leads from External Sources
    1. By E-mail
    2. From your Partners
    3. From a Contact Form
  6. 6Follow up your Business Activity - Understanding How it Works and Collaborating
    1. How to Manage Your Sales Team Efficiently?
    2. How to Implement an Activity-Based Sales Strategy?
    3. Analyze your Activity by Category or by Salesperson
    4. Analyze your business and sales team performance
    5. Find the Leads That Have Been Pending for too Long
    6. ROI of Specific Actions, or of a Specific Month Activity
    7. Using the Activity Feed to Manage your Team
    8. Follow the Sales Activity Every Morning Thanks to the Daily Activity E-mail
    9. Exporting your Data for Reporting or Marketing Purposes
  7. 7Manage your Existing Customers
    1. Following up on your Won Clients
    2. How to Manage Upsells and Renewals vs Post-sales Process
  8. 8Connect noCRM.io to Other Apps
    1. How to Connect: Zapier, API & Direct Integration
    2. Send Notifications or Fire Actions Based on Events
    3. How to connect noCRM to your own Information System
  9. 9Rolling out noCRM in your company
    1. Framework for a successful rollout
    2. Guide to a successful onboarding of your team

Organizing Prospecting and Cold Calling

Contents:
1. How to organize your team for outbound calling
2. Build your cold prospecting list.
3. Advantages of using a prospecting list.
4. Correctly qualifying a prospect.
5. Clear view on sales activities and important stats.
6. Too long to read? Access our brief.

Organizing your team for outbound calling

Not all companies use outbound calls as a sales strategy. All the same, they can be a great way to rapidly qualify prospects and increase sales or lead generation when they are well managed.

But outbound calls can also be a fastidious and difficult task when done without the right tools.

Many salespeople might become quickly discouraged when they look at their disorganized list of unqualified prospects and waste time not knowing which ones they have to focus on that day. Updating the list with new prospects or new information obtained can also be a time-consuming process, reducing the team’s overall efficiency.

Another problem while prospecting is spending time on poorly qualified leads which can be due to a lack of coherence in the cold call qualifying questions or just not clearly seeing which prospects to focus on.

These are the pain points your salespeople might be facing. And the reason is likely that they are not using the right tool and process to enable them to allow them to manage information in the right way, resulting in successful cold calls, and a focus on the right prospects.

However, companies who use outbound calls as a sales technique don’t all make them with the same intensity and as a consequence should not organize their sales process in the same way.

How does the outbound calling process differ between companies?

There are some companies that have a specialized “caller” team, a role usually taken by Business or Sales Development Representatives (SDRs). They are the ones to qualify the prospect and to then hand them over to the “closer”, often an Account Executive.

In other words, the team has different members for different steps in the sales process, and they are more likely to use different tools to separate these processes.

In other companies, the salesperson is responsible for finding their own leads either by cold calling or on LinkedIn or any other suitable way. Instead of qualifying the prospects and handing them over to an account executive, the caller moves them from one step to another until to close the leads themselves.

This means that the team is often composed of salespeople who will take care of the entire process from start to end. These teams are the ones who struggle the most with cold calls as it can be a time-consuming task to do by oneself - especially when you are already managing the rest of the sales process.

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Build your cold prospecting list.

Compiling a list of potential prospects is the first step to successful prospecting. And ensuring that those lists are well organized is essential to effectively qualify leads.

But what is a prospecting list?

It is an essential list that gathers company names and contacts that are likely to purchase from your company. This allows your sales team to know their prospects and focus on the most important ones which the final aim is to generate more revenue.
In order to be efficient, a prospecting list has to be manageable and adaptable to every salesperson.

This is why noCRM allows you to update and create your lists and leads with only the information that YOU want. There are no required fields, so that you can customize your platform and gain time when uploading a new prospect or lead.

How to build an efficient cold prospecting list for companies where the sales process is split between different team roles?

As with outbound calls, we can also differentiate the creation of prospecting lists into two different types of approaches.

Let's talk first about companies that have different team members for different steps in their prospecting process. This kind of prospecting is based on finding a database of contacts which matches your target audience. Using noCRM you have the option to split your list of prospects from your lead pipeline.

You can import your prospecting list from an Excel or CSV file into noCRM and after that, you will be able to easily change and adapt the columns to the predefined fields of your list.

To avoid having an endless list mixing both unqualified prospects and qualified leads, at noCRM the sales representatives separate them into the two different groups that have very different ways to be displayed. This way the sales team immediately knows who and what they are working on and which process to follow.

Your unqualified prospects are listed in your prospecting list, while your leads are shown in the lead pipeline. Contacts can be transferred from prospect to lead with a single click. new prospecting list

Within lists, you can also use tags and colors, it can help differentiate which salesperson should manage the cold prospect or the guessed importance of the prospect. We recommend that sales representatives segment prospects into “cold” and “warm” or "important". There are no “hot” prospects as a hot prospect is what we call a lead.

How do you know which prospects are “cold”, “warm”, and which ones should be “hot” leads? To categorize them, you first need to understand where each prospect and lead belongs. A cold prospect is one that you haven't yet contacted. A warm prospect is still at the beginning of the process. They show an interest in your company but are still not qualified.

Then when a prospect is qualified and when you're sure there is a potential sales it becomes a lead, they can immediately be transferred to the “leads” pipeline, where they will land in the “Qualified” step.

How to build an efficient cold prospecting list for companies with only salespeople?

Building a list of cold prospects in a company where the sales team is composed only of salespeople who handle the whole prospecting process from start to end, means that the prospects are selected one by one. They are often more like “leads” and not really “cold prospects”; either they have already shown an interest in your company or could be very likely to show some.

In these teams, you have to be sure that the first step of your sales pipeline is the "to qualify" one. When the leads are created they immediately land in that stage.

leads pipeline view

Of course, if you manage an important number of cold prospects you can use a prospecting list but it is not an obligation. You can also mix and match and put high potential cold prospects as leads in the step "to qualify" and have more generic cold prospects in a dedicated prospecting list.

LinkedIn Lead Clipper tool

This list building could be done on LinkedIn using the help of our tool “Lead Clipper” to directly capture your leads. The process is made quick and easy as all you have to do is to choose your prospect’s LinkedIn page, click on the Lead Clipper, and all the prospect’s information will be transferred to noCRM, immediately creating a lead. adding a linkedin lead

Business card scanning tool

Another way to pick leads manually is by collecting business cards during meetings or events allowing you to gather contact information about them. Once again, as time is precious for all salespeople, all you have to do is scan the business card in the noCRM.io mobile app, and all the information will be gathered in your list in a few seconds without typing a word, creating a new lead.

This will allow you and your team to immediately collect the data in your list instead of stacking up cards for later and already planning when to contact the prospect.

Website contact form tool

You can also collect leads via forms on your website using the noCRM contact form tool. Forward the information submitted on your website to the personal email address found in "Contact Form" via the "Admin" menu in your noCRM account. This will automatically create a lead in your pipeline.

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Advantages of using a prospecting list.

What advantages does a tool like noCRM offer when building a prospecting list?

Building a prospecting list is the first step to creating a great lead pipeline, but it also provides many benefits for your sales team.

As we've seen one of the main benefits of building a prospecting list in noCRM is that you can separate cold prospects from qualified leads. This way you prevent your pipeline from being cluttered. This clear segmentation will prevent them from getting distracted by noise, and help them to qualify prospects faster.

Categorizing prospects and leads in noCRM is very simple: you can separate them into different lists, add colors to identify them quickly, tags to know where they belong to. These lists can then be shared between salespeople, and prospects and leads can be assigned to different team members, so not only it boosts efficiency but also the collaboration between your team members.

Thanks to noCRM, all of your team members will immediately know when they arrive at work, which prospect is assigned to them and who they have to contact first. Once the prospect is correctly qualified, only one click is needed to turn the prospect into a lead and assign it to an account executive. You can then easily keep track of the leads created, contacted, and converted to be on top of your sales.

Also, when a prospect is out of target or not interested, you don’t need to delete it from your list. You only have to “cancel” it. This way, you can keep great statistics on the quality of your prospecting list and see if your prospects were well-chosen or if you were targeting the wrong ones.

Improve team efficiency with the right tool.

The advantage of having a prospecting list tool like noCRM is not only linked to how easy it is to organize your prospecting but also on how efficient is the tool when it comes to cold calling.

Super fast fullscreen mode

First of all the interface is very fast. When you turn on the full-screen mode, noCRM allows you to jump from one prospect to the next at a great speed. It also displays the information in a very comfortable way boosting productivity and makes it very comfortable to edit the prospects' info and to log your precise activities (like call, email, booking a meeting).

VoIP integration tool

But it is not the only feature to boost productivity and efficiency; calling your prospects and leads is made easier with the VoIP integration. You can immediately call prospects through the platform and record the call so that you keep all the information in the contact’s file. calling from nocrm.io

QR code for mobile calls tool

Another time-saving feature is the QR code for mobile calls. It can become quite tiring having to type all the phone numbers, this is where the QR code in noCRM can be handy. All you have to do is scan it with your phone and your call is ready to be made.

Email integration and templates

If you want to reach your prospects by email, that can also be done via noCRM. To save time and to ensure message consistency, you have the option to create email templates to follow up with prospects for example.

Also as we'll see below you can create a cold call script that you can use on each prospect. During your interactions with your prospects, you can add comments, log actions, mention other team members to notify them so your team is always perfectly aware of the status of your prospects (and leads) and their progress.

Correctly qualifying a prospect.

Quite often companies think that they have a closing problem, when in fact they have a qualifying problem. If you don't correctly qualify a cold prospect you will lose time managing a lead that will never close.

What do you need in order to qualify a prospect?

Let’s focus on qualifying a cold prospect. You have to keep in mind that a cold prospect is one that doesn’t show any interest in your company, doesn’t know you, and your company. Therefore, you have to identify their needs and offer them solutions.

In order to do that, your questions should be focused first on identifying who you are talking to and if that person is in charge of the decision-making process. If not, you shouldn’t lose time on that prospect; if you are not talking to the right person, you are probably wasting time with a prospect that will never qualify.

Next, you should ask questions in order to understand if they have a need that can correspond to what you are offering. If your product cannot respond to a need, again, you should end the call.

The last element you need to obtain during the prospecting call is the available budget, and their time frame; is their budget sufficient for your product or service, and does the timing meet your company’s availability?

These all form part of the BANT questions: Budget, Authority, Need, and Timeline. If the answers to these questions are positive or are potentially positive, you can then schedule a meeting to discuss more your product or service, and how it would correspond to your prospect’s needs.

The Sales Script Generator tool

Ensuring coherence between all of your team’s calls to collect the right information might seem like a difficult task. Some team members might forget questions or might not ask the right ones. The consequences of this are that the cold prospect won’t be correctly qualified, and you will spend time managing what you think is a lead and that will not generate revenue.

In addition, organizing your call notes so that the prospect answers are clear to you and all of your team members can also be difficult while on the phone. This is why noCRM built the Sales Script Generator. This tool will prevent your team from making those mistakes during their calls, and it can work for both leads and prospects.

The Sales Script Generator allows you to create customized sales scripts for cold calling efforts. Once the script is created, it is uploaded into noCRM with one click.

This means that when a salesperson is making a call, the sales script appears on the prospect’s file in noCRM, with all the essential questions they have to ask.

They can also immediately enter the answers in that script via checking buttons and the responses, which will then be available for the whole sales team. Not only will it allow your team to be more organized during calls, but they can also focus on the most important thing without any interference - listening to the prospect.

There will be no need to think about what the next question is, or the risk of them forgetting or asking the wrong questions because the whole list will be ready in front of them.

Overall, organizing your calls with a sales script will help your salespeople be coherent, ask the right questions and obtain the required information, in order to know if a prospect can become a qualified lead or if it should be canceled.

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Having a clear view on sales activities and get important stats.

With a tool such as noCRM, measuring the key metrics to get a complete overview of the quality of your lists and the activity of your sales team is very easy. Prospect tracking and management are made easier with a statistics dashboard, so you and your sales team don’t lose any time analyzing and defining the actions needed.

Why is having a clear vision of your company’s sales statistics important?

It allows you to set quotas and KPIs for your team and measure the most important metrics to reach the company’s goals. Setting the right KPIs will allow you to understand if the goals set are too high or too low, or to start tracking the source of the problem if there is one. This will help you to refine your sales team’s strategy.

Measuring the quality of your prospecting list.

noCRM’s statistics also allow you to access an “analysis of your prospecting lists”. There you can clearly see with graphics, how many prospects have been canceled, how many prospects have become leads, the number of prospects left to qualify, and the overall revenue generated.

These are important pieces of information to evaluate the quality of your list. If you have more canceled prospects than prospects to qualify or leads, it might be that the contacts on your list were not well-defined and that you were targeting the wrong prospects.

Another important statistic is the revenue generated - does it meet your goals? Or is your team focusing on prospects that do not generate the right amount of revenue?

Analyzing the performance of your lists will help you discern the source of the problem, implement the changes that are needed and tackle what is not working. prospecting list analysis

Measuring the activity and performance of the sales team.

In order to track the activity of your sales team, you have access to all the statistics of your “team’s activity lists” in noCRM.

You can see the overall activity for the team as well as for each individual team member. This will help you first determine what you want your goals to be, and which activities you want to track. Then, you can also track and analyze the relevant KPIs to see if you are reaching your goals. This can help you change what is not working but also know when you have to reward team members for their work. team’s activity analysis

Your sales team’s performance and results can also be tracked and analyzed with easy-to-understand graphs and tables in noCRM. The “team performance” category will give you a clear view of the number of won leads and the respective amount per user. These are important statistics to understand if the salespeople are able not only to effectively qualify a lead but more importantly to close the deal.

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Summary of how to get started with organizing your cold calling activities.

Prospecting and cold calling are made easier with noCRM, from the beginning of the process to the conversion of the leads. Here are the key points you should remember:

If your company has a sales team with several members taking care of the different stages in the prospecting process, the first step is to isolate unqualified prospects from leads in a separate prospecting list.

Once your lists are clearly separated, you can create a sales script with the Sales Script Generator tool to correctly qualify a prospect during outbound calls.

Whilst prospecting, use our dedicated features which will improve your efficiency in qualifying prospects:

VoIP integration
QR code for mobile calls
Email templates
• Fullscreen mode

Once your prospect is qualified, you can turn it into a lead in just one click, and it will appear in the pipeline.

Finally, you can access your team's statistics and track their performances.

If your company has a sales strategy with the same salespeople who take care of the prospecting process from start to end then the first step is to create a "to qualify" step in your leads list.

Then you can start collecting leads with the help of our different tools:

LinkedIn Lead Clipper
Website Contact Form
Business Card Scanning

After that, the process is the same: managing your leads in order to win them, and accessing the statistics to check the performances.

Overall noCRM helps you and your sales team become more efficient in the prospecting and cold calling process, leading you to qualify more prospects and win more leads. All of these activities can be tracked on the same platform so that you have access to the statistics you need to stay on top of your team’s performance.

Next read: When and How to Use Prospecting Lists