Plan Your Sales Call Strategy

Sales call strategy planning

Sales Call Strategy

With this important turning point in mind, let's examine how to develop a successful sales strategy.

There are a number of questions that go through a salesman's head during a phone call: 

How does the target respond to the pitch?

To determine the success or failure of the sale, you need to ask yourself whether the seller has actually lost the deal.

Cold calling is the practice of a seller who seeks to solicit business from potential customers who have not previously expressed an interest in the seller's product or solution.

For a sales team abroad, cold calling is often an important part of creating sales opportunities, but not the only one. 

The customer has everything to say during the sales call, from the tone of voice to the customer's reaction to your recording studio.


I have put together some strategic advice to help your sales team strengthen the sales calling game, but I just want to guide you through a list of tactics.

The aim is to ensure that the person or company fits your ideal customer profile, to briefly introduce your product or solution and to determine whether there is enough interest to move forward.

If not, your customer or prospective customer will keep you on hold and increase the likelihood of losing the deal while you try to figure out who they are and how to feed them into the sale. 

This works, but you need to make some serious and sustained improvements before you can work on it in the long term, especially with your sales team.


You need to understand the responsibilities of the GDPR for cold calls and be aware that EU citizens can be contacted by your sales team, customer service team, and other staff.

From the very beginning, you need to figure out what you want to achieve with your cold calling.

You can make cold calls to secure product demos for your prospects, but remember that cold - telephoning is just part of your sales strategy, not the whole. 

You can sell your product through a face-to-face, telephone, or in-person demonstration at your local store.


Now the sales voice is the overly enthusiastic voice you use to ask when you make a call, so avoid it.

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You admit that sometimes you can't prepare for a sales call (hallelujah) and your view calls you out of the blue. 

They immediately accept the person who made the call and behave as if the call was overly cheerful.


In most sales situations, however, you go down that path and lose the sales you should have won.

Marketing and sales today are not about predictable development, which you decide are how your prospective customers and customers should buy.

If you understand your customer base, business model, and sales strategy well, you need to do the same basic planning and know all your essential information for a sales call to increase your chances of winning new customers.


What you are really facing today is the customer journey you decide on and the most important questions your buyers will ask when they deal with specific business objectives. 

The idea is to gather information about your customer base, your business model, and your sales strategy to help you formulate and target your message.

Although there is no single - size, fit, sales approach, you must have a problem-centered on your buyer's specific needs, as it arises from the ability to deliver and communicate situational messages and content.

If that is what it comes down to, the aim of a sales strategy is to ensure that your sellers reach their quotas.

The actual skills required to engage in engaging conversations with your customers and what your employees need to succeed are only a side-effect. 

What your salesman says, does, or writes to create perceived customer value is what wins you the deal or loses you.

For an organization's sales strategy to be truly effective, it must focus on customer conversations.

It is always good to have a plan for each sales visit that can serve as a quick reminder of the essentials.

You can use this checklist before, during, and after a sales call to check all bases and make sure you cover them.


It is a terrible feeling to leave a call for sales and wish you had remembered to ask a particular question or to show your perspective on a product idea. 

Using this checklist can help you avoid this, and the most successful seller makes a discovery call that focuses on what the buyer is doing in hopes, fears, and at work.


During the call, you should find out who you are meeting with and what role you are playing in the meeting, but never assume that you understand the challenges of the meeting based on this information alone. 

This is the real point of discovery, and your questions are designed to help the customer understand each other's core needs and goals.

Skipping a call or doing a bad job leads to assumptions that help you understand your customer's problems.

Sales call success strategy is one of the most essential parts of beginners' guide to auctions

You are going to look at tips to make killer sales calls that work

A typical prospect doesn't have much time to spare to talk to you in these modern days selling. 

That's why a well-planned call becomes more critical because you can make the most of your time on the field.

Sales Call Success Strategy

Planning a sales call

Planning your sales call does not have to be hard or complicated. It could be as simple as gathering info and design the flow of the request. 

What counts is your key message gets through, and it sticks. 

To get to that, you want to start at the very beginning - understanding your targeted prospects.

By the end of this article, you should be able to:

  • Identify the information you need before making the sales call
  • Identify the sources for your information.
  • Describe the concern of your typical prospect
  • Filter out useful info on your prospect from the profile database and design question to uncover more info
  • Come up with specific, realistic, and result-oriented objectives for the sales call.
  • Develop a call plan to achieve the objectives

Gathering Information

Gathering information

There are three useful sources you can use to get the information when it comes to your targeted prospects. They are your Company's Database, prospects' work Environment, and their Support Staff.

Q: What kind of info you could possibly gain from each source?

  • Describe the Prospect's Perspective

It's time to get into your prospect's shoes.

Q: What does the prospect think of what you have?

It might be useful if you remember that prospect wants to buy, but hate to be sold to!

Q: How could you add value to your prospect?

It's vital for you to get on to their side. People readily open to you when they feel that way. It shows you have understanding and empathy.

  • Describe the general prospect's perspective

Based on what you already know of your opportunity, describe:

  • Factors that affect your prospect time management
  • Other business concerns your prospects have
  • Prospects' typical customers' profile
  • Prospects' customers' needs
  • The role of prospects supports staff with regard to their business and customers.

  • Describe individual prospect's perspective

You are going to make a list based on 2 things:

  1. Some of the info may be obvious to you based on the given resources. Put them under 'What I Know.'
  2. Some info you need to gain by reading between the lines. Put them under 'What I Surmise.'

You then create a two columns table, with the header for each, and cover these subjects (put them in rows):

  • a) A special area of interest
  • b) Circle of influence
  • c) Other interests
  • d) Frequent referrals
  • e) Affiliations

Is there other info you need?

How and Where could you get it?

  • Prospects' perspective influence selling

Successful selling, more often than not, revolves around you effectively manage prospects' perspectives and attitudes that spring from it. 

You want to consider it as part of your sales call success strategy. 

There are 3 useful areas for you to look into:

  • 1) Their attitudes towards companies and industry in general
  • 2) Their past experience dealing with both
  • 3) Their purchasing habits

Plan Your Sales Call Strategy

Sales call planning purpose

The primary purpose of planning your sales call strategy is to anticipate what you might encounter during the actual sales call. 

The planning process involves 4 steps:

  1. Reviewing available information
  2. Objective setting
  3. Develop a strategy
  4. Rehearse

  • Set the objective

This will be primarily based on what you expect to achieve from meeting the prospect.

Q: What commitment you're expecting?

List what you expect to achieve. 

Think long term

You probably would not meet your expectation from a single visit. 

That's why it's essential to have a long term view of things. 

You can incrementally work towards achieving your objectives, as long as you're clear of what they are.

These include:

  • a) Wanting more info about your products or services
  • b) To test your products or services
  • c) To use your products for specific function first
  • d) To recommend your products to peers

  • Meaningful objectives

Q: What makes an objective significant?

For you to have meaningful objectives, they must, at least, cover 3 aspects:

  • 1) The specific - purpose is focused and concrete
  • 2) Result-oriented - it might enlist specific action you want the HCP to take
  • 3) Realistic - it must not be wishful thinking. It must be practical and real enough for them

If you reached this part, you've already learned useful tips for a successful sales call

You can only reap the benefits if you put them into practice. 

That's one decision only you can make. Make that decision and lift your sales skill to earn more commission.

How Do You Start A Sales Call?

Starting a sales call

Once you have learned the best way to start a conversation about selling, you can be a trusted adviser that your prospective buyers actually want to meet. 

I will introduce you to some of the ways I started my sales call, whether you are looking for a way to start discussions about your sale or whether you need to plan a face-to-face meeting.

Start your sales pitch armed with the knowledge and skills needed to deliver an exceptional customer experience.

When other sellers start, they create that kind of conversation by talking about everything about their company's product. 

The seller describes the advantages of his product or service and then touts the amazing features of his company, such as the price of the product, customer service, and customer support. 

By starting your pitch with good, thorough sales questions, you'll learn more about your prospects.

The answers you get from these questions will help you determine the direction you are going with the rest of your sales conversation. 

Also, talk about yourself and learn as much as you can from your outlook.


You have a good idea of which part of your product set suits you best, and can then focus more on your value proposition, whether it is the product, service, or even your business model or product line.

The key to the effectiveness of a sales call is that within 30-50 seconds of interacting, the customer recognizes why he needs your product to meet his challenges.

Make your sales pitch clear about your market differentiation strategy and the sales presentation should also focus on how it can benefit your prospects.

It is so much easier to highlight the benefits of a feature when you have a good start, but what you say first - and how you said it - makes the situation uncomfortable. 

Imagine you go to a bar and have a conversation with a random girl or man at the bar.


A business phone system is a good idea if you are just a small business, have sales calls, and receive many incoming calls.

Sales applications make it easy to find, call, and organize potential customers.

As your team grows, you can even consider more advanced features that make it easier to coach and save time during sales. 

I think a good start would be to schedule a meeting with your sales team to learn about your current sales challenges and goals. 

Take the time to write a powerful sales script that you use as an example, and adjust it to insert what your product benefits and prospects require to dramatically increase your completion rate.


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It is best to always be prepared with a sales script to answer any sales objections and make a good sale.

Simply put, a sales script is a written dialogue guide or prospectus conversation that you can use over the phone, in person, or by voicemail. 

While no naïve 21-year-old can succeed in catching a cold by calling sales scripts, there are ways to write a sales script that uses proven techniques and examples to close more deals.


But that doesn't mean it should or should be used as a robotic monologue that is simply overwritten and rewritten.

The next step is to know that a sales pitch is about the person on the other end of the line, not you.

Sales conversations are about relationships, so learn as much about your relationship as possible so he or she can ask you questions and talk about more than just business. 

Start your sales conversations with a brief description of your pets and the area they are located in. 

It's easy for anyone to call you but doesn't overdo it, sales are about relationships.


There are standard sales scripts that help companies present their solutions to their prospective customers and plan demos and dates. 

These sales call scripts are designed to help new sellers open a conversation. 

While many sales teams use the standard approach to plan a demonstration and build a relationship with a prospective customer, these scripts can also be used in other ways.

Once you have established contact with your lead, a phone call is a great way to start the sales cycle on a high note.

Brevet reports that 80% of sales require five follow-up calls after a meeting and 44% of sales staff quit after just one debrief.


For people who are used to receiving automatically generated emails every day, a personal call can be a breath of fresh air - an outstanding tactic that offers an unforgettable experience.

Start by creating a great customer experience and make more appointments with your boss as quickly as possible, even if it's just for a few minutes. 

After all, it is much easier for a consumer to hang up the phone than to go to a car dealership and have the struggle to make an appointment or find a new customer.