Live Chat
Are you working remotely and need options to stay connected? We are here to help. [ Learn More ]
Home » Archive by category 'Tips' (Page 2)
outbound strategy

11 Tips to Improve Your Outbound Calls Strategy

Are your outbound calls not making enough sales? You may need to rethink your strategies and implement new ones. Here are 11 tips to improve your outbound calling strategy and …Read More »

Are your outbound calls not making enough sales? You may need to rethink your strategies and implement new ones. Here are 11 tips to improve your outbound calling strategy and generate more leads.

11 Proven Tips to Improve Your Outbound Calls Strategy

Outbound calls are outgoing calls made from a company to its customers, vendors, and business partners. During outbound calls, agents or representatives call a list of promising leads or prospects and encourage them to make a purchase or sign up for a service.

Some common reasons for outbound calling are:

  • To increase brand awareness and visibility
  • Proactive approaches such as checking in with customers, setting upcoming appointments, following up on recent purchases or abandoned carts, etc.
  • Offering customer success services where you and customers or clients together work towards a goal
  • Verify or activate accounts
  • Send out reminders for upcoming payments or renewals
  • Collect feedback or conduct market research, to name a few

Outbound calls are sometimes known as cold calls, which are frequently used for sales, telemarketing, customer success, and more. However, cold calling is difficult because most customers are not prepared for your pitch.

So what can you do to grab their attention more effectively? Here are 11 useful tips to improve your outbound calling strategy.

1. Set Realistic Goals: Identify KPIs

First, it is important to set reasonable goals and share these with your teams. These goals and milestones can be modified as your business grows and new factors come into play. Make sure everyone understands what the goals are and how to achieve them. For example, are outbound calls meant to survey prospects or make a sale? How many sales should be made per month or per quarter? And so on.

Additionally, you want to identify relevant key performance indicators (KPIs) so you can measure employee performance. Common KPIs associated with outbound and sales calls are:

  1. Average Handle Time: Length of calls in relation to the total number of calls. Longer handling times may indicate difficulty in closing, poor persuasion skills, or insufficient product knowledge.
  2. First Call Resolution: Number of calls resolved on the first call in relation to the total number of calls. High first call resolution indicates that agents are doing well and are able to sell effectively without wasting time.
  3. Conversion Rate: Number of sales in relation to the total number of calls. A low conversion rate means that not enough sales are being made and the outbound calling strategy needs more work.
  4. Occupancy Rate: Time agents are spending on calls in relation to the amount of unavailable time spent. A low rate for an agent or rep means that they are struggling with post-call work.

2. Create the Ideal Call List

This goes without saying but if you are not targeting the right audience and demographic for your business, you won’t make great sales. Therefore, creating the perfect list can impact how well your business performs. Conduct market research and allow collaboration between marketing and sales teams so that together they can work on ideal buyer personas for your product. Then, develop a promising list that agents can pursue and generate more sales with.

3. Get an Outbound Calling Service

Consider getting a business VoIP service to support your local and international outbound calls. With a web dialer, your call center agent can quickly place calls from a computer and log important call notes.

Additionally, they can contact long-distance clients and display local area codes instead of international ones. Individuals are more likely to answer recognizable or local numbers instead of random, unknown ones.

4. Train Your Phone Sales Reps

Part of ensuring your phone sales reps are doing their jobs well is training them to do them correctly. Train and re-train agents to highlight and refresh best practices that they should imitate. Sit in on calls or record calls and review them to offer advice on proper and ineffective strategies. Refer to experts and webinars for more useful and modern sales development training tactics that outbound call center agents can use.

5. Collaborate with Marketing

Your marketing team has a good idea of how to sell to audiences. And your sales team knows who this audience is. Putting these two teams together can help you gain a bigger picture of your target audience and how to appeal to them.

6. Pay Attention to Your Prospect

Most agents dominate the call trying hard to make their pitch and sale. However, in order to gain their attention, you need to engage the prospect. Listen to them, pay attention to their needs, concerns, and issues. And adapt your pitch to make it flexible, allowing you to customize its relevance. This is much more useful as opposed to a stock script. Make them feel valued as individuals and not merely as another conquest in your sales job.

7. Study. Analyze. Optimize

Next, study your processes, responses, and agent performance. Use the KPIs and other metrics to track how your call center or business is performing. Analyze call tracking metrics to boost inside sales revenue.

8. Identify the Best Calling Times

Another factor worth paying attention to is the best time of day to call prospects. Most experts suggest that Wednesday and Thursday are the best days to call prospects. This is because they are not preoccupied with the upcoming week or getting ready for the weekend. Additionally, calling between 11 am and 1 pm or 4 pm and 5 pm is preferable instead of early morning or during the pre- or post-work commute.

9. Consider Outbound Calling Tools

As mentioned before, consider outbound calling tools such as a call center dialer, CRM, and customizable caller ID to boost your success rate. These tools make it easy and even automate processes to a certain degree which can make placing calls and closing deals faster.

10. Simplify the Process

Make it easy for prospects to understand your brand and product, find more information, and make the purchase. Only offer information that is necessary and relevant. Overstatement and technical jargon can put customers off.

11. Record and Review Interactions

It can be very helpful to see how your employees are interacting with customers. Use a call recording software to review calls and pay attention to customer preferences, behaviors, and more. This will give you insights into what aspects of your product or service are most and least successful. Based on that information, you can create better products and services and improve customer care.

customer service trends in 2020

Top 9 Customer Service Trends You Must Know in 2020

In 2020, due to the pandemic, customers and businesses are working from home. They are considering ways to change their lifestyles to support their work-from-home lifestyle. This may lead them …Read More »

In 2020, due to the pandemic, customers and businesses are working from home. They are considering ways to change their lifestyles to support their work-from-home lifestyle. This may lead them to your business as a possible and comfortable solution. If that is the case, then you need to up your customer service game to support all types of customer queries. Here are some important customer service trends to keep in mind this year.

9 Top Customer Service Trends in 2020

Ensuring your customer service and support efforts are always top-notch is important to maintaining customer satisfaction and retention. If your teams don’t do their best, then it becomes easy to lose valuable customers. Therefore, you must check your customer service strategies and tools every year to see where and how you can improve.

So, if you are looking to upgrade your customer service and stay of the game, here are the top 9 customer service trends to keep in mind.

1. Offer Multimodal Communication

If you are only responding to phone calls and emails, then you are way behind the game. Most companies are adopting multi-channel communication tools so they can assist customers no matter how they choose to reach out. This includes live chat, trouble tickets, text messaging, video conferencing, social media messaging, and more.

2. Become Mobile-Friendly

Most potential customers will find your business through their smartphones. This may occur due to a targeted ad that pops up on their social media or they do a quick mobile search for services like yours. For this reason, you want to make your website and reaching your customer support team easy for mobile users. Consider optimizing your website for mobile-view and adding click-to-call buttons that allow users to call instantly from their phones. You may also want to add easy-to-fill forms on the website for customers who want to send a quick message or email.

3. Include More AI and Automation

Use office automation to streamline processes and save time spent on simple, mundane tasks. Project management systems that automate tasks and enable file-sharing are essential for keeping offices well-connected and functioning seamlessly. Well-designed CRMs or customer information storage systems, IVR systems, chatbots, etc., are some additional ways to incorporate AI and automation in the office.

4. Be Active on Social Media

Having social media accounts is a must in this day and age. Not only does it give you the opportunity to market and target a different demographic, but it also gives you the ability to advertise and run social media campaigns. These campaigns can help bring new customers to your business while also adding another quick customer service tool. Be active on your social accounts, educate customers about products and services, and respond regularly to comments and messages.

5. Offer 24/7 and Real-Time Support

Besides offering various channels for customer support, you also want to provide 24/7 and real-time support. Consider live chat and chatbots to answer common customer queries, solve problems quickly, offer product/service descriptions, and guide them to completing a purchase. A phone equivalent of live chat is your IVR system. You can design the IVR to offer 24/7 service with troubleshooting support and self-service options. This way, callers can get assistance even after hours or on the weekends.

Related: 9 Best Customer Service Examples for 2020

6. Invest in Easy-to-Use Software

Provide your team with simple and user-friendly software. Complicated software takes longer to learn and has more room for error. If your team is spending more time navigating through the software, that is less time spent on providing excellent customer service. Research and find easy and more efficient solutions for your business phone system, CRMs, and project management tools.

7. Offer Work-from-Home Opportunities

One of the most important customer service trends this year is remote work. Working from home is growing more and more popular because it accommodates productivity. And your customer service team may want the option to work remotely, possibly until the end of the year. Prepare for this by considering call forwarding that can keep your remote workers and teams connected without increasing your monthly business communication bill.

8. Consider Video Streaming

A new development in customer service trends is the inclusion of video streaming and conferencing. Video is a useful form of communication and should be incorporated as much as possible in sales, marketing, and customer service. You can use video for product descriptions, service education, launching new items, and more.

9. Personalize and Customize for Each Customer

Finally, continue to personalize your services for your customer. Stock emails and responses can easily disenchant prospects. Based on their search and purchase history, offer personalized offers or discounts, rewards, and recommendations that mean something to them.

Related: 23 Incredible Customer Service Tips for 2020

Improve Customer Service Today!

All of these trends may not be applicable to your business. However, identify the ones that do and make an attempt to include them effectively and creatively so your business can care for their customers better. Happy customers lead to a happy business, after all!

Set up a Virtual Phone System

How to Set up a Virtual Phone System?

Need to upgrade your business phone system? Thanks to advancements in telecommunications, a virtual phone system can help you organize and manage calls while expanding your reach. Follow these steps …Read More »

Need to upgrade your business phone system? Thanks to advancements in telecommunications, a virtual phone system can help you organize and manage calls while expanding your reach. Follow these steps and set up your business communications quickly!

What is a Virtual Phone System?

In short, a virtual phone system is just like a traditional phone system, except that it works virtually. With such a system, you can run communications from any location or device. You are not limited to your immediate physical location. Additionally, since communications are virtual, you can connect with long-distance clientele more quickly and with lower calling charges.

A virtual phone system is made up of:

  • Virtual phone numbers such as toll free, local, and international numbers.
  • VoIP or PBX set-up.
  • Features such as call forwarding, call routing, IVR systems, extensions, call recording, and more.
  • Online account management.

With a virtual or cloud phone system, you can keep communications running no matter where you are located. Plus, it facilitates easy communication between remote offices and employees. To get a virtual phone system, you need to sign up with a virtual phone service provider. Here are key steps to keep in mind.

1. Determine Your Needs

Before getting a virtual phone system for business communications, you first need to determine what you need from your virtual phone system. What type of connections do you want to maintain: just local or international as well? Do you need multiple toll free and international numbers?

Consider the various features virtual phone service providers offer. What features would you like your communication system to have? Do you need to record calls or a dynamic caller ID to display custom caller IDs?

Finally, what is your budget and how high are you willing to go? There are countless providers out there but you need one that can accommodate all your requirements and still fit your budget.

2. Research Virtual Phone Service Providers

Once you have a good idea of what you want from your business virtual phone system, start researching the market. Review various virtual phone service providers, how long they’ve been in the market, their pricing and list of features, customer reviews, etc.

Global Call Forwarding has been in the business since 2007 and continues the legacy of its parent company, United World Telecom, established in 1996. Global Call Forwarding has been offering toll free, local, and international numbers to businesses in more than 160 countries across the world. We also offer common and premium communication features such as call forwarding, IVR and extensions, call recording, outbound calling, and more. You can choose a plan suitable for your size and needs from our 5 plans.

3. Sign Up for the Service

Now, sign up for the provider that gives you everything you need at a price you desire. You can sign up for our service through our website or by calling 1 (877) 898 8646. Activate your service and start advertising your new number!

4. Set Up Call Forwarding

The main component of a virtual phone system is forwarding incoming calls to devices or lines of your choice. This is especially beneficial when receiving international or long-distance calls. To better explain, when you purchase an international or toll free number for a different country, residents of that country can call this number for local charges or for free. However, that call is routed through a call forwarding service to your office line, field office, or home office, as desired.

Therefore, if you purchase multiple numbers for different cities, states, and countries, then the first step is to map out how calls will be forwarded and where to. Route calls based on the location of the incoming call or the time the call is being made.

5. Set Up Features

Next, set up and organize the features you purchased. For example, create your custom greetings and voicemail messages. Map out and design your IVR system. If you have an outbound calling service, you may want to download the web dialer or outbound dialer that comes with your service and update it with current contacts and records. This way, you can start placing calls quickly.

6. Start Placing and Receiving Calls!

Now that everything is set up and ready to use, start making calls to local and international clients and prospects. And be prepared to offer excellent customer service to customers located in your target areas.

Get Your Virtual Phone System with Global Call Forwarding

Want to learn more about how we can help you build an ideal virtual business phone system? Reach out to one of our experts today and find customized solutions for your business!

how to do product demo

5 Ways on How to Do a Winning Product Demo

A product demo goes a long way when trying to sell your business’ product or services. For some businesses, it can make or break the sale. And so, as a …Read More »

A product demo goes a long way when trying to sell your business’ product or services. For some businesses, it can make or break the sale. And so, as a salesperson, you must do everything you can to make your product relevant to your prospect.

How to Do a Product Demo Successfully

A successful product demonstration includes describing the product well but also making it relevant and useful to the prospect. So, what do you need to keep in mind while preparing for a product demo? Here are some ways you can create a solid demo.

1. Study the Product Well

Nothing puts prospects off more than a salesperson who doesn’t know the product they are selling. To be able to sell during the product demo, you first need to know what the product is and how it can benefit your audience.

For instance, if you are selling a new version of a product or service, make sure you understand what comes with the new version before the demo. Pay attention to new features, technical details, and more. Essentially, be prepared for questions about the product or related processes.

2. Research Your Client

Every prospect is unique and has specific circumstances under which they are considering your product. Therefore, it is important that you are able to present your product or service as the ideal solution. To do that, you first need to know relevant information about your prospect. Do your research and study your client before the product demo.

Don’t just Google their name and skim their website. Understand their service, number of employees, size of the company, essential needs, and so on. Look through their LinkedIn page and social media accounts. Read their press releases, articles, interviews, and industry reports. You may even choose to see what their competitors are doing to see if you can help them achieve it.

There are plenty of helpful tools for salespeople to research potential customers.

3. Craft Your Offer, Rehearse, and Personalize

Once you have the right knowledge about the prospect, you can craft a personalized offer that is relevant to them. A successful sales demo not only demonstrates the product but highlights and identifies it as a solution to an existing problem. When creating your offer and product demo, consider these questions:

  • What are the prospect’s common challenges?
  • What are the main areas of concern in their industry?
  • Which features or sub-features of your product/service can solve their problem?
  • Are all features applicable and relevant? Which features should I pay more attention to?
  • What is the best way to describe the features? Can I use examples that are similar to the prospect’s situation?

4. Have a Plan (and a Plan B)

Plan out exactly how you want this product demonstration to go. Write down each point to cover. Map out the sequence of topics you want to bring up. Highlight portions you want to repeat or reinforce. Revisit and rehearse the plan a few times until you feel comfortable.

Create a plan B in case things don’t pan out the way you want them to. For instance, your internet or phone connection may not be good or your prospect may have to cancel. What can you do to continue this conversation? Have backup software or communication tools ready to go. In case the product demo gets rescheduled, have other activities that you can pour your energy into.

5. Make the Call Confidently

Finally, once you are ready to make your call, make sure that:

  • Your internet and VoIP phone service are strong.
  • Make sure your communication tool is working well.
  • Your microphone (and camera, if applicable) is on and works.
  • The software for the product demo is ready.
  • Your plan A and B are both readily available.
  • Keep relevant websites and tabs open.
  • Keep your CRM or notebook ready to take notes.

All Set to Create the Ultimate Demo

As a successful salesperson, it is your job to do the extra work that will give you better chances of making a sale. With all of this in place, you can confidently make the call and focus on giving an excellent product demo!

best customer service examples

9 Best Customer Service Examples for 2020

Customer care and support are essential as they can determine how well a company performs. If you are looking to upgrade your service, check these best customer service examples and …Read More »

Customer care and support are essential as they can determine how well a company performs. If you are looking to upgrade your service, check these best customer service examples and give them a try!

Best Customer Service Examples for 2020

From small gestures to quick responses to individual care, customer support can go a long way in securing valued customers and clients. Here we list 11 best customer service examples of companies that try hard to offer quality customer care and please their valued customers.


Amazon has risen tremendously in the past decade. Almost every individual uses Amazon to purchase gifts, household equipment, clothing, books, and more. In fact, users tend to look at Amazon first to get products that may not be available in any other physical or online retail store. Plus, the e-commerce giant is quick to offer refunds and even makes the return process easy with multiple drop-off locations. This makes Amazon one of the top customer service examples to model your support team after.

2. Google

Google, like Amazon, has grown into a service most people use on a daily basis. From its search engine to Google phones, Chromebooks, and apps, to marketing and advertising, Google is embedded in almost everything we do. It is, therefore, necessary that they pay attention to how we use the service. The company is extremely accessible via live chat, email, and phone. They even have an extensive forum for common issues and frequently asked questions. This helps users get quick answers to their concerns and resolve them successfully. They also offer deals and discounts (and at times, even gift products for free) to valued and loyal customers.


Chewy has been steadily growing and earning its place in customers’ hearts. The key is to genuinely care about the pets and animals they are providing resources for. If a customer is unsatisfied with a product, they are quick to respond with a refund and possible solutions or alternatives. All the while keeping the interaction friendly and empathetic. With pets, it is often possible that you purchase a product that might not work out. Having a customer support team to right that wrong in the easiest way possible can be a huge load off your shoulders.

4. Publix

Publix is another top pick from great customer service examples because they’ve been voted the “South’s Best Grocery Store” and selected as one of “America’s Best Supermarkets,” both in 2018. In 2019 and 2020, Publix has continued to care for customers as well as their own employees. Employee satisfaction is an essential key to good customer service. If your employees are unhappy, how do you expect them to translate happiness to customers? Publix has this nailed down!

5. Starbucks

Starbucks pays great attention to details and uses that to meet exceptional customer service standards all over the world. Each type of drink is uniquely made with a precise pattern and ingredients that are easy to imitate elsewhere. From specialty drinks to cozy store designs to even their own music profile on Spotify for customers who care about music, Starbucks has been innovating in regards to customer care for years and continues to do so.

6. Chick-Fil-A

The customer service team at Chick-Fil-A is known for being professional and courteous. In fact, in 2016, they were rated the most polite employees for always including the magic words “please” and “thank you” in their interactions.

7. Aldi

Aldi has won many customers’ and shoppers’ hearts over the years with their low cost, high-quality items, and selection of produce. Even though the store is a supermarket, it creates a personal feel that appeals to customers of different sectors.

8. Costco Wholesale

Costco is a favorite all over the United States. Their low prices, top quality, bulk purchasing, easy policy, and free samples make them one of the best customer service examples, easily. And these factors are the reason why they receive loads of new members every year while retaining the ones they already have.

9. JetBlue

JetBlue is considered one of the top best customer service examples because they use small gestures to make their customers feel valued and cared for. In fact, in the 2019 North America Airline Satisfaction Study, this company was awarded the Top Customer Satisfaction Honor Among Low-Cost Carriers. From cheap cancellation fees to complimentary snacks, JetBlue makes an effort to take care of its customers and offer a worry-free service.

Why are These Customer Service Teams Successful?

The reason why these companies and businesses are mentioned in lists of top customer service examples is because they are doing something right. So, what are they doing well? These companies:

  • Are accessible through different channels.
  • Customize and personalize wherever applicable to make users feel special and involved.
  • Practice active listening and quick responses.
  • Study customer behavior and preferences in an attempt to serve better.
  • Provide self-service content and FAQs.
  • And are highly motivated to serve well.

Let us leave you with these questions to consider: Is your business trying to achieve these goals? Where do you see room for improvement? How can you enhance customer experience and service? What is the next step?

Related: 23 Incredible Customer Service Tips for 2020

get people to buy product

6 Ways to Get People to Buy Your Product

Most sales reps constantly contemplate: how can you get people to buy your product? What can you do to quickly close a deal that you have been working on for …Read More »

Most sales reps constantly contemplate: how can you get people to buy your product? What can you do to quickly close a deal that you have been working on for weeks? How do you convince prospects who are on the fence to make a purchase? What efforts can you make to ensure sales go smoothly?

How to Get People to Buy Your Product

Even though it’s hard to close certain deals, but to be a successful sales rep, you cannot afford to give up trying. So, what can you do to get people to buy your product? Here is a look at the most common hurdles to closing sales and how you can communicate clearly to ensure your products get noticed and ultimately, purchased.

1. Avoid Using Heavy Jargon

Overly technical language can easily put a customer off. Instead of using jargon or commonly used industry cliches, make it easy for your clients to understand what your product consists of, what the benefits are, and how they can apply it to their needs.

2. Focus on the Benefits of Your Product or Service

Most agents or reps tend to list down all the features that come along with a product or service. However, while clients are interested in what a product does, they also want to know what it means for them specifically. Understand their needs and business so you can present your product as a solution that helps them.

3. Keep Them Engaged with Email Marketing

Use email marketing to educate and inform customers, not just to remind them of your business. Why are prospects hesitating from making purchases? Can you offer more information about the product or service your company provides? Use email to continue the conversation in a productive, informative way.

4. Emphasize How Your Brand is Unique and Different

Get a prospect to pay attention to your specific product and brand by demonstrating how it is unique and different from others offering similar or the same product. Generic benefits and features may convince a client to purchase, but it does not guarantee that they will buy it from you. So show them how your brand is separate from the others, offers better features or functions, and why it’s important in the industry.

For example, our sales reps spend a majority of their time explaining how our international toll free numbers are quite different from services offered by other providers. A focus on differentiation will surely help convince more people to buy your products.

5. Use Testimonials and Case Studies to Demonstrate Success

Include reviews, testimonials, and case studies on your website and social media platforms. You should constantly be asking your best customers for testimonials. Highlight how customers have already used the product so new customers can visualize it and see how it works in action. Include statistics and hard data to support your claims.

6. Create a Sense of Urgency for Difficult Customers

Sales reps have to deal with customers who do not get off the fence. Even though they are solid and promising leads, they need ongoing convincing. So how can you increase the urgency without using high-pressure tactics? Short-term offers or deals with an expiration date can help close these deals while triggering them with immediacy.

Close the Deal!

Now that you know a variety of tactics to get people to buy your product, start implementing these methods into your strategy to improve your sales record. Be patient and find maneuvers that will help you enhance your efforts; using the right tools and strategy, you will be converting sales successfully.

Successful Sales Rep

Top 11 Qualities of a Successful Sales Rep

What does it take to be the best sales rep out there? Here are 11 top qualities every salesperson who wants to be successful should have. A critical eye and …Read More »

What does it take to be the best sales rep out there? Here are 11 top qualities every salesperson who wants to be successful should have. A critical eye and hard work will help you achieve your goals better and perform your job effectively.

11 Qualities Only the Best Sales Rep Possesses

As a salesperson, you need to prepare yourself through education, networking, and more to handle calls and clients in the best way possible. So, what are the key elements to be a successful sales rep? Read on to learn more.

1. Stay Persistent But Respectful

Most sales require multiple follow-ups and contacts, yet reps are generally inclined to abandon a call after the first or second follow-up. The idea here is to not be too persistent so as to frustrate the prospect. However, a successful sales rep has to be persistent to close more deals. For inbound leads, 6 to 10 attempts to contact a person is considered the industry norm.

Persistence does not suggest aggressiveness. When following up with clients, ask if they are still interested in completing or achieving a goal with the help of your product or service. Speak with them about the issues they are facing and help them identify your product as a viable solution.

2. Be Goal-Oriented

It is every sales rep’s responsibility to know and understand what the goals are and what is expected of them. If you are not goal-oriented, then you are not moving towards the same direction as the rest of your team or company. This can lead to confusion, lack of motivation, and more. Keep track of the company’s goals as well as the personal goals you set for yourself. Make a plan and aim for it. Track your progress either bi-weekly or monthly. And, most importantly, be sure to celebrate those small victories.

3. Stake Your Claim as an Expert in the Industry

A good sales rep takes the time to study the company, its products, values, as well as the industry the company resides in. Understanding the target audience’s businesses — from general goals to daily tasks — is valuable. As an expert in the field, you will be able to help customers understand how your product can be applicable and useful in their specific business. You can use this information to guide and consult them and offer your product as a solution.

4. Be Tech-Savvy

Depending on the business you represent, you will be required to work with different technologies and software. This is why it is important that you take time to master the tech most frequently used in demos, meetings, presentations, or calls. The tech used can range from video communication tools, CRM software, outbound calling software, PowerPoint presentations, and so on. Learn how to troubleshoot common issues, bad internet connectivity, etc.

5. Adopt Active Listening

Paying attention to prospects and clients is crucial. If you don’t listen, you will not be able to provide useful information and solutions. Sticking to the script is important, yes, but every prospect and client is different. Their needs, issues, and goals differ. To understand their problems and provide them with the best help, you should listen actively to what they have to say. This way together both of you can make a plan that satisfies their needs.

6. Take Rejection Well

Rejection is a common occurrence with outbound sales calls. Not every prospect has the time, patience, or even interest in what your product is or what you are presenting. And while rejection is hard, a good sales rep knows how to overcome rejection. Take risks and pursue promising deals. And if you are rejected, bounce back and focus on the successes.

7. Focus on Building Relationships

As a sales rep, your job includes — and at times, depends on — building strong relationships. Therefore, you need to be able to build a rapport, strike up interesting conversations, and be a good listener. Research your prospects and their businesses deeply. Ask follow-up questions. Let your client know that they are important to you and your business and they are not just another prospect on your long list.

8. Network, Because Your Business Depends on it

Salespeople love to network. This includes being involved in relevant online and offline communities, having various business connections and relationships, and knowing the ways of your business and industry.

9. Multi-tasker

As a sales rep, you will be handling a variety of tasks and deals simultaneously. Therefore, you should know how to prioritize and juggle promising leads while responding to and following up with leads in the initial stages of the selling process.

10. Understand How to Communicate Well

This should go without saying but a sales rep that cannot communicate well will struggle with leads and clients. You should have good verbal and written business communication skills and use the right industry-jargon to inform, educate, and sell your services and products.

11. Patience (Is More Than a Virtue)

Finally, be patient. Sales can be hectic and often overwhelming. You will come across some very difficult clients and situations. Take the time to evaluate and find the best possible solutions.

Self-Evaluation is Key!

Evaluate yourself and understand your strengths and weaknesses with honesty and determination to consistently perfect your skills. How many of these qualities do you possess? And what areas do you need to improve in? Find yourself a good mentor who can help, teach, and guide you. With hard work, you can be the next successful sales rep in your team. Good luck!

cold calling tips

7 Cold Calling Tips to Close More Sales

Many in the sales industry ask if cold calling still works. The short answer is: yes, it still works but only if done right. Here are 7 practical cold calling …Read More »

Many in the sales industry ask if cold calling still works. The short answer is: yes, it still works but only if done right. Here are 7 practical cold calling tips that can help you generate better sales.

Generate Sales with These Cold Calling Tips

Businesses have been using cold calling for years to garner new customers and improve their sales growth. It is the most effective way to set appointments with relevant decision makers at your target accounts. However, while calling cold is easy it may not always convert into a sale, booking, or an appointment.

Here are successful cold calling tips that can help you manage these calls better with improved results.

1. Be Personable, Focus on the Prospect

Most individuals are not interested in being pitched to and may try to get off the phone as you try to make your sale. For this reason, it is important to develop a personable and human interaction at the very beginning of the call. Avoid sounding monotonous or reading straight off a script. Pause to ask prospects how they are doing. Try to understand their demographic and needs so you can present your product or service as a solution. Listen to their concerns or questions and provide easy-to-follow answers. Give them reasons to listen to your pitch and consider your product or company.

2. Follow Scripts But Don’t Be Robotic

It is recommended to stick to the script so you are not promising or adding anything that may cause an issue later. However, customize your interaction with each client. People can tell immediately if you are robotically reading a script and not pausing for questions. To avoid putting clients off, personalize the interaction by using their name, repeating something they mentioned before, and more. This will let them know they are not simply one of the million people you are speaking to and that their business will be valued.

3. Use Technology to Speed Up Processes

One of the most important cold calling tips is to upgrade the technologies used. Agents and employees performing cold calling in large volumes need the right tools to support their efforts.

Consider investing in a business phone service with customizable caller ID capabilities and a dialer. This way, you can override the caller ID to display a toll free or local number of the area being called. Prospects are more likely to answer a local number or one they recognize as local instead of a random number.

Use a web dialer to quickly place calls, save contact information and call notes, etc. A well-designed CRM to keep track of customer interaction can also greatly improve productivity and efficiency.

4. Be Respectful of Their Time

When contacting prospects, let them know you consider their time valuable. Start calls by asking how the client is doing. Let them know that this call won’t take long. If they seem to reject it or are busy, ask them when is a good time for a follow-up. Additionally, when booking appointments, instead of giving them a time, ask when would be convenient for them.

5. Make Calls During Certain Times and Days

One of the most common and oldest cold calling tips is making calls during specific times and days. For years, we have been told that Wednesdays and Thursdays are the best days to call, and it still rings true. Mondays and Tuesdays are important business days because people are usually planning their week, catching up on emails and updates, etc. They are more likely to reject calls during these days.

Additionally, you want to place calls during specific times of the day where they are more likely to pay attention to you. Studies have found the best times to call are between 11 am and 12 pm (before lunch) or 4 pm and 5 pm (as the workday ends). Calling early in the morning as people are scrambling to get to work will be more of a hindrance than a successful call. If you’re calling across time zones, we recommend using a world clock like or 24timezones.

6. Always Follow-Up

Follow-up either by calling again or sending an email or text message. This follow-up can be to answer a question or query, to remind them of the upcoming appointment, collect feedback, or simply to check in.

7. Use Collaborative Language

Lastly, studies show that the use of collaborative language results in more successful calls. Use “we” and “our” language instead of “I/my” language. Make yourself appear as part of a bigger team. This can help build credibility and demonstrate your company as large and capable.

Try These Cold Calling Tips!

Keep these tips in front of your employees or refresh them in your next upcoming training. Experiment with them to see which works best with your product and service.

To learn more about Global Call Forwarding’s business phone service and how it can support your cold outbound calling efforts, call us at 1 (888) 908 6171.

customer service tips

23 Incredible Customer Service Tips for 2020

Providing good customer service is key to the successful running of any business. Customers are what drives a business and therefore if you are not focusing on providing excellent service, …Read More »

Providing good customer service is key to the successful running of any business. Customers are what drives a business and therefore if you are not focusing on providing excellent service, then your company is more likely to lose valuable customers. Here are 23 incredible customer service tips that can boost your customer interactions in 2020.

23 Customer Service Tips You Must Use in 2020

The following customer service tips have been used by various businesses across the globe. While not all of them may apply to your company, it is a good idea to experiment with these tips and adapt them to fit your mission.

1. Treat Customers Well

Remember that customers are important for the proper and successful functioning of your business. And so, you want to make sure your employees and agents treat your customers like gold. When interacting with customers, employees should be empathic and take time to pay attention to the customer and their concerns. Interactions should be transparent with no hidden agendas or fine print. Offering personalized service and care can go a long way.

2. Use Positive Language and Attitude

A positive attitude and the use of reinforcing words can lead to good interactions and higher resolution rates. A dull sounding customer service rep that simply sticks to the script and fails to engage the caller or make them feel heard can lead to losing a valued customer instead of retaining them. Avoid taking things personally or arguing. Instead, remember the larger picture and the company’s goals.

3. Address Issues Immediately

Most customers are calling to resolve an issue they are dealing with and most often they want to do that urgently. Therefore, agents and employees should be equipped to address their concerns immediately. Help callers get to the right department soon, instead of being bounced around. This way, they are closer to a resolution. Additionally, provide your employees with the tools they need to quickly assist callers with the most common complaints and issues. This may require market research to understand what your product or service’s most common issue is, or the reason why customers call most often.

4. Personalize and Customize

Personal touch is the key to good customer service. When talking to customers, remember their name and their case or history with the company. Use their name throughout the conversation. Demonstrate that you are paying attention to what they are saying. When following up, ask when they are available instead of giving them a set time. And so on. It’s the little things that matter.

5. Improve First Call Resolution Rates

This goes along with addressing customer concerns immediately. First call resolution rates measure the number of calls resolved on the first call itself. A higher FCR indicates good customer service and improved customer satisfaction. Identify areas that need improvement and train your employees so they can resolve concerns quickly or, at the latest, in a follow-up email or call.

6. Consider Self-Service Options

One of the 2020 top customer service tips is providing more self-service options to customers. Customers are growing more tech-savvy and prefer if they can do things themselves rather than wait on a person to help them out. See if your business can provide such tools, either through a modern IVR system or a knowledge-base with support and troubleshooting content, etc. This way, customers can help themselves and can reach out to your business if an issue is more complicated.

7. Provide Multi-Channel Customer Support

It is no surprise: not every customer likes making phone calls. This is where multi-channel support comes in very handy. Most companies currently offer a variety of ways for prospects and clients to get in touch with them:

  • Toll free numbers: for free calling
  • Local numbers: for inexpensive calling
  • Email: with 1-2 day response times
  • SMS / instant messaging: with quick response times, preferably within the day
  • Live chat: with live agents, monitored 24/7
  • IVR within the phone system: which can provide 24/7 support and self-service options
  • Mail: for those who prefer and need it
  • In-person meetings: for local offices

8. Offer 24/7 Customer Service

If possible, try to offer 24/7 customer support that includes after-hours and weekends. You can do so by hiring off-hours or remote agents and have incoming calls forwarded to them through your IVR system.

Another indirect way to provide 24/7 service is through an informative IVR that can assist with account information, register complaints, process payments, offer troubleshooting help, etc. You can also have an online knowledge-base with “help” articles that can walk users through common issues and how to resolve them.

9. Consider Automation

Another one of the top customer service tips this year is adopting automation to provide support. An automated IVR system and chatbots are two ways you can cut down on agent workload while still assisting those in need. Automation can help with simple and common issues, provide 24/7 customer support, reduce the number of support tickets submitted, collect customer information and add it to their history, and free employees up to handle more complex issues.

These systems should, however, always have an option to connect to a live representative in case the user is unable to resolve their concern.

10. Pay Attention to Customer Satisfaction Scores

It is also important to measure and improve CSAT scores. This is because these scores directly impact your business’ customer retention rates. That is, they measure your business’ ability to maintain customer loyalty and long-term relationships with their customers. Bad interactions and experiences will deter customers away from your brand. It is, therefore, necessary to pay attention to customer satisfaction by collecting feedback and opinions. Utilize email or live chat to collect feedback about specific products, services, or interactions.

11. Focus Efforts on Marketing and Reputation Management

Use effective marketing strategies to showcase your brand’s values and mission. Demonstrate your team’s expertise, highlight important and valuable customer reviews, and so on. Marketing is a good way to maintain your business’ credibility and reputation. You can also choose to run active social media accounts where you interact with customers and interested prospects, answer their queries, run promotions, and so on. This is a good way to improve customer interaction.

12. Humanize Customer-Business Interactions

While automation can make business processes easy and efficient, you want to keep automation to a minimum and only if necessary during customer-business interactions. For example, a caller should not have to jump through various hoops to get in touch with a live representative. A struggling caller will end up being frustrated if the automated service does not help resolve their concern. And you may lose a valuable client this way.

Some issues and interactions should be conducted with a human as opposed to bots. When mapping out your IVR or chatbot application, always have an “out” available for callers who need to interact with an employee.

13. Evaluate Team Productivity and KPIs

One of the most important customer service tips is to consistently measure your team’s productivity through key performance indicators (KPIs). Some of the common customer service KPIs are:

  • Average response time
  • Average handle time
  • First call resolution rate
  • Average resolution time
  • Customer satisfaction rate (CSAT)
  • Number of calls
  • Number of interactions across different channels (chat, support tickets, emails, etc.)
  • Abandon call/chat rate
  • Net promoter score (NPS), and so on

14. Be Proactive: Reach Out to Customers Before They Have to Reach You

Depending on the service you provide, you may find it useful to be proactive in your customer interactions. Be the first one to reach out and check in with repeat customers. Is there anything else you can help with? Follow-up on recent purchases to make sure everything went well. Ask for feedback and how the service can be improved. Such interactions will show your customers that their opinions and business are valued.

15. Give Importance and Priority to Customer Complaints

Prioritize customer complaints as these are the experiences that can quickly turn bad and sour. Identify the problem and find ways to fix them quickly. If the issue seems to be a common one across a particular model, then improve it before the next batch is out. And reach out to customers who have purchased the model to inform them about the issue and its fix. Additionally, check in with customers regularly and collect feedback to learn how to make processes smoother or how to make the product better.

16. Collect Feedback Regularly

Use surveys either via email or text messages to study how customers are interacting with products and services you offer. It is important to see things from the customers’ perspectives. And feedback is the best way to do so. Whether it is about a certain product or their recent customer service call, it is important to always look for ways to make your service better.

17. Provide Your Team with the Right Tools

Provide your customer service agents and employees with the right tools to offer good and efficient service. Use CRMs to keep track of customer information, history, interactions, and more. This way, your agents are prepared to offer support that is personalized and customized instead of generic. We recommend Zoho or Salesforce, but there are plenty of great options for keeping track of your customers.

You may also consider investing in call recording software and forwarding tools. Recordings can be used to conduct performance reviews, training new employees, protecting against liabilities, reducing errors and misunderstandings, and more. Call forwarding and routing can help distribute calls evenly among employees so that no one employee is over- or under-worked.

18. Train and Re-Train Employees and Agents

Keep training new and current employees by providing refresher training, past recordings to highlight strengths and weaknesses, webinars and workshops, and more. When training employees, it is important to ensure that everyone is on the same page regarding the goals of the company.

19. Invest in Customer Loyalty Programs

Customer loyalty programs will help you retain valuable customers and their business. These programs are designed to do so by providing rewards to customers who continue to bring you business. Offer deals, promotions, and special offers to members of your loyalty program to retain a steady flow of sales.

20. Follow Up When You Do Not Have the Answer

Most customer service teams are expected to have an answer ready for any query or concern brought up. However, oftentimes, you may find yourself in a situation where different troubleshooting methods or common answers do not suffice. In such cases, you may need the assistance of a supervisor or manager. Follow-up with these customers as quickly as you can with better solutions or transfer them to someone who can help. Not doing so leads to the client seeking a better service elsewhere.

21. Be Consistent Across All Communication Channels

Two of the most common customer service tips are having multi-channel communication and being consistent in all channels. Ensure that all customer service reps are aware of the goals, mission, and voice of your brand. Train them to use these different channels (email, phone, live chat, social media, etc.) with ease and keeping with the support process. This will help with consistency across different communication channels.

22. Offer Premium Support to Loyal Clientele

Just how loyalty programs can help you retain good customers, offering premium support and prioritizing loyal and valuable customers can also increase customer satisfaction and retention rates.

23. Share Customer-Focused Content

Keep your website and social media accounts up-to-date by providing relevant and informative content. This content should not only focus on your services but how customers can benefit from these services. You may include customer reviews, case studies, and testimonials to see how your product or service ranks with customers.

Give These Customer Service Tips a Try!

Happy customers will give your agents peace of mind so they can focus on what matters. While not all of these tips may apply to your type of business, try the ones that do and modify them to your needs. To learn more about telecommunication tools that can support your customer service efforts, speak with one of our experts!

5 Ways to Earn Trust in the Financial Services Industry

Why is it important for a finance company to earn its customers’ trust? So that they see the value in your company and return. Additionally, returning customers hold the ability …Read More »

Why is it important for a finance company to earn its customers’ trust? So that they see the value in your company and return. Additionally, returning customers hold the ability to bring new customers to your company. So, what can you do to earn trust for your finance company?

Finance Companies: Top Ways to Earn Trust

There are a few different ways of earning customer trust and respect. These range from improving the way your business and its employees interact with clients to using technology and marketing to your benefit. Here we look at 5 practical ways to earn trust in the financial services industry.

1. Value and Focus on Customer Interaction

This should come as a given. The best way to retain customers and earn their trust is by giving them a reason to trust your company and its services. Care for your clients. Focus on ways to improve client relations and increase positive experiences. Don’t let technology replace human interaction. At the end of the day, customers trust humans more than automated services. Make sure that clients and prospects reaching out through email and phone receive the same (or similar) treatment as they would in a face-to-face meeting.

2. Improve Transparency and Credibility

The best way to earn trust with current customers is by being forthright and transparent with them. Gaining new customers is more expensive than retaining existing ones. And therefore, your finance company should focus on customer satisfaction and retention. In other words, what can you do to provide honest, ethical, and good customer support?

Avoid hidden agendas and surprises in payments and billings. Run through your terms and conditions with them in detail. Explain early termination fees and other fees they should be aware of. Help them understand ways they can avoid damages and unnecessary payments.

By doing so, you will be creating a reputation for your company as one that provides honest work and actually cares for their customers’ concerns and benefits. By informing your customers and clients, the more they understand and value your work, and the more they trust your services. This further helps build credibility and trust.

As your financial services firm builds credibility with customers, it’s important to be in compliance with local and international regulations. Recent laws like MiFID II require all VoIP calls to be recorded. Penalization is among the worst things that could happen to a new financial services business.

3. Take Advantage of Digital Advancements

Any finance company that is not using digital and technological advancements is behind in the game. These advancements can help make processes easier and bring your services to your customers’ fingertips. Some ways you can incorporate digital advancements are:

  • Optimize your website for smartphones
  • Allow for better digital payment methods: mobile payments or payments, renewals, and account verification through an automated IVR system
  • Create an easy-to-navigate app with helpful and informative resources
  • Use the latest cybersecurity to protect your clients and their information from fraud

4. Manage Reputation and Demonstrate Expertise Through Marketing Resources

Market creatively and for the benefit of your target audience. Your marketing strategies can determine how the public views your finance company and its reputation and credibility. Therefore, this is a good way to demonstrate your expertise and good customer service practices.

Produce informative and educational content on your website and optimize it for search engine results. Use social media to highlight important financial advice and information and connect with younger audiences. Generate newsletters with current news and promotions rewarding existing customers. Include reviews and testimonials.

Showing how your company conducts its business and that your employees are experienced and know what they are doing can help earn trust. Use marketing strategies to manage your reputation and improve the way customers view your services

5. Make Your Business Accessible

Lastly, being a financial services company, your company must remain accessible. A well-functioning and reliable business phone service can help you stay connected. Open multichannel communication such as phone, email, live chat, social media, and SMS (instant messaging).

You may even consider getting a toll free number so that prospects and customers can call your office for free. Additionally, if you get virtual business numbers with call forwarding, then you can have calls forwarded to different offices or lines.

Global Call Forwarding can help you set up a reliable business phone system with premium communication features that help in improving customer relations. To learn more, call us at 1 (888) 908 6171.