10 Tips To Improve Your Outbound Calling Strategy in 2022

Chess Board With Fallen Pieces

Making a successful outbound call is a lot like playing chess.

A lot of rules which you have to – at first – get to know, to – later on – win the game.

These rules are, for example, the exact meaning of both the word “outbound” and the term “outbound call”, the ways how to make outbound calling efficient, or the steps necessary to create a well-working outbound call center.

To make sure you end up with a trophy in one hand and a bottle of champagne in another, we will go over the basics of making successful outbound calls to help you understand what factors determine whether the call will end up being successful or not.

Okay, long road ahead. Let’s go!

What is an outbound call?

Outbound calling is initiated by a call center agent to a customer on behalf of either the call center or the client. Typically, this is a way used in telemarketing, sales, or fundraising.

We’re dealing with ‘cold calls’ here – an agent will reach out to a list of prospective customers and target them to close a sale or achieve another business goal.

This is the opposite of inbound calls when the potential customer is phoning the call center himself.

Now, as you know the outbound call meaning, you are a step closer to maximizing your outbound sales calls.

Here’s how you can improve your strategy even more.

1. Specify your goals and KPIs

Effective marketing campaigns are laser-focused and to improve your outbound calls, you need to start with a well-defined outbound sales strategy. Of course, this can be modified as your business grows or evolves but if you want to reap success with your calls, you need to have a clear idea of what you’re trying to achieve.

Think about the goal of your outbound calling: is it to set up an appointment or sell a product/service? Are you surveying or encouraging your prospects to take an action?

Answering these questions will help you define your goals and establish KPIs.

KPIs, or key performance indicators, are an objective way to measure how well your outbound calls strategy is doing. You don’t need to measure every aspect of the campaign, but rather, focus on the most meaningful ones, for instance:

Average handle time

The average handle time is the length of all calls in relation to the total number of calls. If the average handle time is too long, this may mean poor closing skills or an insufficient comprehension of the product/service the agent is trying to sell.

Conversion rate

A pretty straightforward KPI, the conversion rate is the number of sales relative to the total number of outbound calls. It essentially measures how efficiently your agents can close a sale – low conversion rates are a sign you might need to improve your outbound calls strategy.

First call close

A high percentage of first call close (number of closes on the first call in respect to the total number of calls) means your agents are doing a fantastic job of selling efficiently, making the most out of their, and your customers’ time.

Occupancy rate

Occupancy rate measures how much time your agents are spending on calls and how much of the time is spent unavailable. A low occupancy rate means an agent might have trouble completing their after-call work.

2. The truth about scripts

The outbound calls can be stressful and using scripts can take some of the anxiety away.

They’re also good at helping agents retain information and avoid mistakes, and ensure the strategy remains consistent.

However, as useful as scripts may be, they might actually be the very reason why your outbound calls are struggling. You are far from getting the sales results you want.

A recent study found that 51% of consumers thought their call experience was tremendously or a lot better when the agent wasn’t reading from a script. Does this mean you need to scrap them off completely?

If you think using a script helps your agent feel more confident and calmer during the calls, try to write them in a way that lets them retain some flexibility. The excellent script provides the agent with something to lean on if they’re struggling but doesn’t make their speech sound unnatural.

3. Engage the prospect

Customers like unscripted calls because they’re more natural and make them feel like they’re valued and appreciated as people, rather than seen as merely sales prospects. This is actually the key ingredient of the successful outbound call: it engages the prospect and grabs their attention at the start of the call.

A good way to start is by bringing up a neutral, but positive topic. Try not to sound cookie-cutter and, if possible, tailor your script to the prospect’s unique interests and background. Just because this is essentially cold calling, it doesn’t mean it needs to be cold per se.

With business intelligence software, social media, and plenty of digital resources at your fingertips, you can learn a wealth of information about your prospect before you’ve even made the first outbound call.

Plan and prepare before reaching out to your prospects – probe their social media to understand what sparks their curiosity and what their pain points are, and tailor your outbound call to them.

However, don’t try to pretend like you know everything about your targets – the key to being an effective closer is being genuine and sincere. This is why the text should be an essential part of your sales cadence.

Be upfront to earn your prospect’s trust and leave the bluffing out of the conversation.

This also plays into the second point: making your customers feel valued. Make the prospect know that your outbound call is made for a reason – mention your business or the product/service you’re selling but tie it into their pain points.

Make sure not to overplay it, though. The key to making a successful call is under-promising and over-delivering. Whip the prospect’s enthusiasm but don’t get tempted to oversell your products’ features just to close the sale.

4. Analyze & Optimize

We’ve already highlighted how knowing your prospects and knowing your business is critical to running a successful campaign.

Other ways to maximize your agents’ productivity in outbound calls is through penetration reports: they give you a clear view of the dialer performance, as well as the dialer infrastructure, and can help you find trends in your sales, and sort your data in the most effective way.

5. Spread out

Outbound calling is generally associated with one type of contact but spreading out and incorporating other channels can improve it even further.

Engage your prospects by email or SMS communication send a text message prior to the call to ‘warm up’ a customer and make them more likely to pick up and listen. Professional writers like those at WoWGrade can help you create appealing email and SMS templates to reach more customers. Use your research and do your homework to create more personalized messages that will enhance your chances of closing the sale over the phone.

6. Be natural

Outbound calls are like science, with a hint of art.

Coaching and training your agents is the key to closing outbound sales effectively. Train your agents to speak slowly and clearly as the nervousness often makes even unscripted speeches sound unnatural and forced.

A neat trick is dropping your arm to your side which creates pressure on the diaphragm and helps you become more conscious of how quickly you’re talking. A more natural speed sounds more sincere and sincerity builds trust – in this business, trust translates into more sales.

7. Get past the gate-keeper

Do you get shot down the minute you get through?

Company receptionists are taught to avoid putting marketing calls through to their managers and refuse to give you any information over the phone. Handle the ‘gatekeeper’ by being smart about when and how you make your outbound call.

Try to call before the company is officially open or half an hour after they close for the day. Most receptionists keep the official working hours but managers and directors will often be in the office earlier and later.

8. Don’t trash your competition

We don’t need to say this but refrain from bad-mouthing your competition during the outbound call.

Not only is this extremely unprofessional but it also destroys the prospect’s trust in your brand, too. This is due to a psychological phenomenon known as spontaneous trait transference – whenever you say something bad about someone else, your audience subconsciously sees those same traits in you.

Instead of focusing on why your competitor’s product is worse than yours, talk about what makes your option great. Even if the prospect brings up your competition, remain polite and courteous and say ‘no comment’.

9. Less is more

Another neat trick to improve your outbound calls is by simplifying options. When presented with multiple options, most people struggle to make a choice.

Simplify the process and make it easier for your prospects to rationalize, select and affirm their decision by offering them only as much information as it’s absolutely necessary.

Focus on a handful of features instead of listing all of them, for instance – the latter may overwhelm your prospect and have them shut you down before you’ve even finished.

10. Empower, engage, entice

Last but certainly not least, the easiest way to maximize the productivity of your outbound calling strategy is to empower your customers.

Nobody likes to feel persuaded or tricked to do something but people love discovering stuff that makes them feel good or solutions that directly address their problems. As more and more businesses shift towards a subscription-based model, building long-lasting relationships with your clients is of the essence.

Force-feeding or wrangling a prospect into closing a sale can not only cost you the sale but persuade the customer to never do any business with you. Give your prospects space, flexibility, and the power to make a decision whenever and however they wish to.

Ask for their feedback and give them at least some control in the problem-solving process but make sure you direct the conversation towards your proposition.
A good way to do so is, again, by knowing who you’re talking to.

Outbound sales can be successful when a customer feels valued and also sees your solution as the right one for their problems, pain points, and values. Make them feel important and make sure to identify their core values and the brands they associate with – show that you’ve done your homework and that you care about them, and any prospect will happily convert into a loyal customer.

Your attitude is an important piece of the puzzle. But, you can also have unique software that helps in building great customer relationships. By that, I mean Channels. It’s a data-driven phone system that displays all necessary information about the customer before a call. So, you are always well-prepared to have a productive outbound call.

Get Channels for free now

Customer information is just one of the many features that make your customer service special. The other ones include Web Call, IVR, two-way SMS communication, and more.

Right now, Channels offers you a 7-day free trial during which you’ll get full access to the software, a free phone number, and a few $$$ so you can fully test it out! No credit card is required.
What’s stopping you?

Outbound calls don’t have to be scary or anxiety-provoking. When done right, it can be an immensely profitable revenue stream but the key to effective outbound calls is information.

Leverage the power of digital marketing and analysis and social media and find out who your prospect is before you dial their number.

Use the tips and tricks above to keep yourself calm, confident, and steady, or coach your agents to guide the prospect in the right direction without using a script.

Be natural, positive, and appreciate your customers to make your outbound calling strategy a roaring success.