How to Use Outsourced Sales Teams to Book Meetings with Channel Partner Prospects

Samir Sampat

When you book more meetings, you’ll get more sales and partnership opportunities. It’s the nature of the business. Of course, getting those meetings in the first place can prove to be quite a challenge. Fortunately, the world of technology has made it a lot easier to book and have meetings that leave a lasting impression. In light of the pandemic, more people are accustomed to tools like Zoom and Discord as everyday tools, so the meeting itself isn’t an issue. 

But how do you get there? When it comes to your marketing strategy, you want to make sure that you present a professional image to your audience and your partners. After all, if they’re going to partner with you, they’re going to want to know that you’re reliable and worth doing business with. You could spend a lot of time on your outreach campaigns and outbound communications if you want to ramp things up. Or, you could save yourself a ton of time (and money) and outsource a sales team that’s dedicated to getting results. 

But how do you choose the right solution for your outsourcing needs? What kind of company or professional can you rely on to assist with booking meetings and increasing the prospects’ odds of conversion? Fortunately, these aren’t things you have to figure out on your own. Below, we’ll look at some top tips to keep in mind, from our own dedicated team at Smith.ai, your perfect partner for sales outsourcing and more. 


Choose your outsourcing partner wisely 


Of course, part of the success comes in choosing the right sales team to partner with so that you can reach out to all of your channel prospects effectively. There’s nothing worse than trying to form relationships and book meetings only to realize that you have no idea what you’re doing. When you outsource with a company that has experience in several areas of outbound sales, including outreach campaigns, you’ll get a much higher chance of success, too. 

There are tons of companies out there that may claim to offer a solution, but they’re not all going to fit the bill. Most of them will fall short in one way or another, leaving you to pick up the difference. Ultimately, you want to be able to use your partner team as if they were an extension of your company and not a separate entity completely. 


Work together to create a plan and find your target prospects


If you’ve already done the work to cultivate a target audience, you can simply share the information with your outsourced team. However, if you’re still struggling in this area, having a sales team that’s outsourced can help. When you work with your outsourced partner to research your potential prospects, you’ll get more angles and insights you may not have come across on your own. 

Make sure that everyone is on the same page about how prospects are contacted, what audience you are targeting, and what steps should be taken to keep the company image aligned with the goals and message during the prospecting journey. When you do this, you’ll have a much easier time booking meetings with great prospects with the assistance of your outsourced team. 


Make sure that you communicate about any changes along the way


Communication is a big part of any partnership. You need to make sure that you and your outsourced partner are on the same page every step of the way. Create and agree upon an open communication plan to ensure that everyone is kept on the same page throughout the entire process. If something changes, communicate it right away and make sure that your partner agrees to do the same. 

You’re not just “using” your outsourced sales team here, you’re capitalizing on their assets and putting them to work in ways that your company can’t function without them. In many businesses, a lack of communication can lead to huge sales mistakes and failures. All you have to do is keep everyone aware of the process and the progress. 


Include timing in your strategy 


Your outsourced sales partner will likely bring it up, too, but timing is a huge part of your lead generation and prospecting success. The same decision-maker that hung up on you at 9 AM because you interrupted the beginning of their day might very well love to have a discussion with you at 3 PM when you’ve previously scheduled the meeting. You can’t just start making calls without considering time. 

Especially in today’s global world, it’s easy to forget that some people are in a different time zone and just hop on lead prospecting as soon as you get the chance. However, when you plan your timing and experiment with when prospects are contacted, it will give you a much better idea of when to reach out to them. 

You will also want to monitor your progress and ask questions to ensure that you can improve your timing, as well as other aspects of your prospecting strategy. Try different times and days for making calls or prospecting in other ways, or better yet let your outsourced partner do the work for you while you focus on the rest of your business. 


Finally, partner with Smith.ai and let us handle it all 


If you truly want to book more meetings and improve your prospecting, you need to take advantage of the professional resources that you have. One of those resources is the assistance of the dedicated virtual receptionists at Smith.ai. We offer 24/7 solutions for outbound sales and support, along with assistance for outreach campaigns, appointment scheduling and lead generation, and more. 

We can automate scheduling, streamline prospecting, and create a more organized, free-flowing sales pipeline with fewer lulls and peaks. Plus, we’ll help you create the perfect strategy to manage every detail, no matter how big or small your needs may be. 

To learn more, schedule a consultation to discuss what the 24/7 virtual receptionists at Smith.ai can do for your business prospecting and more. You can also reach us at hello@smith.ai or (650) 727-6484. 


Samir Sampat

Samir Sampat is a Marketing and Events Associate with Smith.ai. He has experience working with businesses of all sizes focusing on marketing, communications, and business development.

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