Example of a Sales Workflow in Close CRM
Posted: Tue Jan 28, 2025 3:59 am
8. Create a Daily Action Plan
Getting out of a sales slump can feel like climbing out of a dark pit, and cold calling may feel like the last thing you want to do.
To help you combat discouragement and keep moving forward, create an action plan for the day that includes structured time blocking. For example, you might try to complete your email outreach in one-time block, prospect research in another, and cold calling during a more strategic time frame.
Pro Tip: Choose a dedicated time for cold calling when you know you’ll have the most energy and when your prospects are most likely to answer.
9. Build an Effective Cadence
Are you going to call once and never again? Probably not, because that is a recipe for failure. Instead, you’re likely going to email, call, leave a message, send another email, then another one, then call again, and they answer…but how can you remember all that?
Instead of pulling your hair out to organize your cold outreach cadence, you can pre-schedule a call and email cadence in your CRM. Once scheduled, your daily tasks will show up when it’s time for them, and you can quickly go back to the lead to review their info and make the call.
For more, check out these resources for tips on mexico telegram data building an effective sales cadence:
How to Build a Sales Cadence: Examples, Best Practices, & Top Tools
12 Top Sales Cadence Examples: Inbound, Outbound, SaaS, + More
Pro tip: Close CRM enables your team to create Sales Workflows that automatically begin a predetermined cadence of calls and emails when a lead is enrolled.
workflow-steps-lg
10. Have a Separate Script for Gatekeepers
Even though you are generally trying to avoid them, gatekeepers can actually help you. In some cases, they are the only person who can get you on the phone with your prospect. Rather than avoid them, you can turn them into an ally by being polite and explaining why it’s worth their while to make you an appointment with the head honcho.
Write a script for gatekeepers that will help sell your value and build their trust.
Getting out of a sales slump can feel like climbing out of a dark pit, and cold calling may feel like the last thing you want to do.
To help you combat discouragement and keep moving forward, create an action plan for the day that includes structured time blocking. For example, you might try to complete your email outreach in one-time block, prospect research in another, and cold calling during a more strategic time frame.
Pro Tip: Choose a dedicated time for cold calling when you know you’ll have the most energy and when your prospects are most likely to answer.
9. Build an Effective Cadence
Are you going to call once and never again? Probably not, because that is a recipe for failure. Instead, you’re likely going to email, call, leave a message, send another email, then another one, then call again, and they answer…but how can you remember all that?
Instead of pulling your hair out to organize your cold outreach cadence, you can pre-schedule a call and email cadence in your CRM. Once scheduled, your daily tasks will show up when it’s time for them, and you can quickly go back to the lead to review their info and make the call.
For more, check out these resources for tips on mexico telegram data building an effective sales cadence:
How to Build a Sales Cadence: Examples, Best Practices, & Top Tools
12 Top Sales Cadence Examples: Inbound, Outbound, SaaS, + More
Pro tip: Close CRM enables your team to create Sales Workflows that automatically begin a predetermined cadence of calls and emails when a lead is enrolled.
workflow-steps-lg
10. Have a Separate Script for Gatekeepers
Even though you are generally trying to avoid them, gatekeepers can actually help you. In some cases, they are the only person who can get you on the phone with your prospect. Rather than avoid them, you can turn them into an ally by being polite and explaining why it’s worth their while to make you an appointment with the head honcho.
Write a script for gatekeepers that will help sell your value and build their trust.