Feb 18th: Elements of Effective Follow-up

Newsletter:  Feb 18th Issue

For sales professionals, spending time with qualified prospects is job #1. But timely follow-up with the right materials in the correct order is a close second. In this newsletter issue, we describe tools that make the job easier, and more effective.

 

If you’re not in a sales meeting, chances are you’re following up

on one. It’s a constant struggle to balance the time spent

meeting with prospects with the time spent following up.

 

Often, the amount of time spent following up with a prospect is many more times greater than the time spent in front of a prospect. If we can flip that ratio around and spend more time with prospects than we do following up, it will get us one big step closer to closing more sales.

 

There are three elements to effective sales follow-up:

  1. Creating follow-up documents
  2. Delivering follow-up documents
  3. Getting prospects to act on the follow-up.

3 Elements of Effective Follow-up

Sales Follow-up Tools Resource List

Getting prospects to act on your follow-up

 

Often prospects won’t act on your follow-up. It usually has to do with busy schedules, a lack of urgency, or the ease or difficulty of responding.

 

If your follow-up isn’t timely, than the prospect is likely to lose their sense of urgency having forgotten the details of your conversation. Therefore, it’s imperative that follow-up materials are sent quickly.

 

If your prospect has asked for information because they’re too busy to participate in a discussion now, your follow-up has to be intriguing enough to capture their attention.

 

If your follow-up requires your prospect take action, you need the right tools.

 

Sales Follow-up Tools: Resource List

 

Product Configurators:

Cameleon

BigMachines

Configure One

DrawLoop

Webcom Inc.

 

Contract and Proposal tools:

Exari

ProposalSmartz

Sant ProposalMaster

eIntelli

Proposal Software

Download our Free e-book here

Creating follow-up documents

 

The first thing to look for is tools to help sales professionals

generate quotes, create proposals, get signed contracts faster,

manage outstanding quotes and close more deals.

Creating proposals and contracts can require enormous

amounts of time. These tools fall into the following categories:

 

  1. Sales configuration tools enable users to quickly and accurately

customize products and services based on the buyer’s needs.

 

  1. Contract generation and compliance tools enable reps to quickly create contracts that are legally and financially compliant with your companies rules and regulations.

 

  1. Marketing Compliant proposal tools make it easy for reps to reinforce themes that are core competitive advantages.  

 

Delivering follow-up documents

 

Follow-up materials can be brochures, letters, presentations, tutorials or testimonials/referrals.  Furthermore,they can be delivered through the mail, through a delivery service, or by email.

 

Delivery through the mail:

Printing follow-up letters; pulling the right collateral; stuffing, addressing, and  stamping the packets all take a considerable amount of time.  And if your reps have remote offices, or home offices,  there’s an extra element with regard to ordering and stocking collateral and mailing supplies. This is not the case with the right tools.

 

Delivering documents via registered delivery services:

When your documents require proof of delivery or are time sensitive, you’ll likely need to pay for a 3rd party delivery service. This requires additional steps that eat up precious selling time - unless you have the right tools.

 

 

Follow-up Through the Mail or Delivery Service:

Cloud2Mail

PrintSF

RPost

DirecTouch

Conduit online

 

Tools to Motivate Your Prospects to Respond

Kineticast

ConnectNote

EchoSign

DocuSign

TimeDriver

 

Misc Sales Follow-up Tools

Template Phrases for Outlook

Attachments Alarm for Outlook

FastPath

iCentera

Kadient

Sponsor

Sponsor

Is there a PERFECT sales and marketing Tool box?

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Feb 18th: Elements of Effective Follow-up.
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