7 Steps to Implementing a Smart Calling Program

Posted on by Kaitlin Dunlap

What is Smart Calling?

A smart calling program incorporates the discipline of making prospecting sales calls with a plan. It’s having a targeted approach and a game plan that will guide you to a desired outcome.

A smart calling program has a plan that utilizes a known process that you can trust.

7 Steps to Your Smart Calling Program

The following are seven steps, developed by our team, that you and your team can follow as you prepare your own smart calling program:

  1. Data Records: clearly identify the businesses you want to call 
    • Common starting points are utilizing either a current customer list or an idle customer list
    • If you’re building a fresh list, common list-building criteria are: 
      • Specific industry categories (such as SIC codes)
      • Specific company sizes (revenue and/or employee count)
      • Defined geography
  2. Identify the Decision Maker: know who the right person is you want to talk with; if this information is not available to you, know the proper title and/or department – in today’s environment, it’s also helpful to find out if this person is working in the office or remotely
  3. Messaging: prepare a message that is brief, quickly gets to the reason for your phone call, asks good qualifying questions, asks about current satisfaction levels, and defines their future plans
  4. Utilize Technology: have a data-capture tool, such as a CRM, that allows you to efficiently document the valuable information you gather, a tool that allows you to define and schedule next steps, and might allow you to send follow up emails
  5. Train: be properly skilled to make the phone calls, roll play, and practice.  Record your live calls and listen to them and have peers listen to them  
    • If you are new to making business calls, don’t feel like you must be an expert – you do not.  Prepare yourself to answer basic questions, and this will get you much further than you think.  Remember, these calls are the beginning of the sales cycle, not the end
  6. Schedule: develop a schedule for making your smart calls and enter these times in your calendar. Create a schedule that is reasonable and achievable, then follow your plan and be patient
  7. Commit: trust your plan. If you do the work, you will start to see the results

If you follow the above steps, you will be implementing a smart calling program with a smart plan – a plan that is targeted specifically to a group of companies, some of which might become your future customers. There are common industry phrases that describe this type of work such as cold calling, telemarketing, teleprospecting, or lead generation. No matter what you call it, when it’s done properly, it is an excellent way to fill your pipeline with qualified prospect opportunities.

We live in odd times right now.  Normalcy is something that people are looking for, an example of this is human-to-human conversation.  With all of the bells and whistles that can come with sales and marketing, sometimes the simplest thing to do is call and have a conversation.

Dunlap Marketing has been in the business of building and conducting smart calling programs since 1996. Over the years, we have developed a process that we utilize with every client we serve. For more information on our programs, email Mike at miked@dunlapmarketing.com.  

Applying Salesmanship 101 Principles

Posted on by Kaitlin Dunlap

An international oil and gas company, a two-year Dunlap Marketing client, has proven when it comes to selling, salesmanship 101 principals still remain. Dunlap Marketing provides an integral function of making prospecting telephone calls into business around the US that have large and medium fleets of vehicles. The objective is to schedule phone or face-to-face appointments with interested prospects and our client’s regional sales managers.

“You guys are on fire in my area! Two proposals went out this week from your leads.” – Mid-states region

Process:

  • Before calling began, Dunlap researched and built a national database consisting of our client’s target prospects, based on industry-type and fleet size
  • Once the database was built, Dunlap called to identify the person responsible for decisions relating to fuel card programs
  • Through tactful persistence, Dunlap makes ongoing telephone calls to communicate with this person – the goal being to learn how their company’s current fuel card program works and identifying potential interest in meeting with our client’s regional sales managers
  • Upon request of the prospect, the Dunlap team will email additional information about the program to prospects who want to learn more before scheduling an appointment
  • Throughout the course of calling, Dunlap adds additional database records to the master list. New records can come from either our client’s CRM or through additional research
  • The ultimate goal continues to be scheduling appointments, with a major focus on new business development

“Thanks for the leads Mike.  I sang your company’s praises last week at our national sales meeting.  I think your staff does a great job.” – Southeast region

Additional Value-Adds:

  • Maintaining CRM application to properly track / manage appointments we set
  • Blitz programs isolating certain events or markets that include a targeted initiative around selling more fleet fuel card programs
  • Internal, weekly product training for continuous education of the Dunlap staff

“Our sales manager was able to speak with all of the calls scheduled! AND one of them is likely to close a deal with us! Nice job!” – Marketing Manager

The success of this campaign is based on applying basic salesmanship 101 tactics. Proper planning, messaging, cold calling, strategic follow up calls, and use of email correspondence are the building blocks of selling.

For questions or inquires, contact Mike Dunlap at miked@dunlapmarketing.com, 281.496.9870 x 140 or Kaitlin Dunlap Cuevas at kaitlind@dunlapmarketing.com, 281.496.9870 x 180.