The Scout motto is “be prepared.” But perhaps that should also be the motto for SDRs. One of the biggest mistakes SDRs make is not adequately preparing for sales calls. Sure, there isn’t time to extensively research every sales prospect. But suppose that a key decision maker at one of your target accounts filled out a contact form. It would be a huge mistake to not adequately prepare for the call.
The good news is that there are a variety of sales tools that offer reps the opportunity to gather more intelligence than ever before quicker than ever before. A tool like Datanyze can offer insight into a company’s funding details and the types of software they use. LinkedIn and other social platforms give insight into a prospect’s work history and interests. And Revenue.io can surface lead data from Salesforce that reps can view before dialing.
In order to adequately prepare for an important sales call, here are 10 questions that you should be able to answer:
One of the most important parts of any sales discovery call is building rapport. If a prospect has worked for a company you’re familiar with or lived in an area you know well, it can help build rapport quickly. Also be sure to look at where they went to school.
You can learn a lot about prospects from social media. As an example, you might notice on Twitter that your prospect attended a recent conference that you also attended. Or maybe they’re going on a trip to a location you know well and posted asking about restaurant recommendations. Look for any possible way to break the ice.
LinkedIn is great for finding mutual contacts. One of the best ways to build credibility is to find a mutual friend or business colleague.
It’s always wise to be aware of any big company news. Something like a recent funding round or an acquisition can be an indicator that the company has a budget to buy your solution. You can find this information by using a tool that offers company intelligence data. Or simply look the company up on sites like Crunchbase and VentureBeat.
If a prospect is new in their role it’s likely that they might not just have been given a mandate to deliver sweeping changes, but a budget to make those changes happen.
Identifying a prospect’s role is vital because it empowers you to focus on how your offering can solve pain points for prospects in that role. After all, prospects in different roles might have divergent use cases for your product. To be truly prepared for your call you should be able to answer these four role-specific questions.
Here is where case studies can come in handy. If you have helped a prospect in a similar role at a similar company it then this is absolutely worth mentioning during your discovery call.
It can be helpful to anticipate objections in advance. You may have noticed trends (e.g. marketing managers typically worry about implementation timeline). If so, you can adequately prepare yourself to overcome objections.
It’s important to know which industry your target company plays in as well as how to best sell to companies in that industry. Again, look for relevant case studies.
If you have sold to one of their primary competitors or even a company in their industry that they’re familiar with, it can really help you establish credibility. It pays to check if you have sold to any of their primary competitors.
The more of these questions that you can answer, the more prepared for you’re call you’ll be. So if a high value lead comes in, it really pays to take the time to do a little prep work before reaching out.
Check out our free sales call cheat sheet. It’s packed with tons of discovery questions that can help you during every phase of your call!
Jesse WestDirector of Lifecycle MarketingRevenue.io
Jesse Davis West is Director of Lifecycle Marketing at Revenue.io, focusing on improving the experience and maximizing the lifetime value for customers across their entire journey. Drawing on 11 years of B2B marketing experience, Jesse is passionate about communication, branding and strategic marketing. He also plays a mean lead guitar and can throw down at karaoke.