Outsourcing your B2B appointment setting: what to know first

Article Lead Gen Sales Telemarketing

Appointment setting plays a central role in the success of many B2B organisations. It is proven to be a highly effective way of maximising the effectiveness of sales campaigns, unlocking countless new opportunities and boosting sales.

That said, it’s often a complex and challenging process. It takes skill, thorough understanding and careful nurturing to convert an email or a phone call into a qualified lead. This is why many B2B companies choose to outsource their B2B appointment setting to an external agency.

There are numerous reasons why you might choose to do this, not the least of which is that it can significantly lighten the load on your internal sales team. But there are some factors you need to take into consideration first – so here’s what you should think about before taking the plunge.

Weigh up the potential benefits

Before handing over responsibility for appointment setting to a telemarketing services agency, you need to think about exactly what it can offer your business. A specialist telemarketing firm will work closely with your marketing goals, while allowing your internal team to focus on other things.

Another major advantage of outsourcing appointment setting is that B2B telemarketing firms are well aware of what’s involved. They know how to approach potential leads, whether over the phone or by email, as well as handling queries, addressing challenges and carefully ushering leads along the pipeline.

Because B2B sales are so complex, they can be time-consuming and resource-heavy – which is one reason why it might be better for you to let an outside agency handle appointment setting. Outsourcing could also save you substantial amounts of money, freeing up financial resources as well as enabling your internal team to focus on closing more sales.

Set clear goals – and anticipate challenges

You should also have a clear idea of what your goals are when you come to outsource B2B appointment setting. There should be targets to provide a clear measure of what success looks like for your business, and acting as attainable objectives to work towards.

In particular, you need to get your priorities in order, and work out which specific goals are the most important. Clearly-defined objectives will put you in a more informed position when you come to choose an agency, while ensuring both parties understand what is expected and are therefore pulling in the same direction from the outset.

It’s also important to be aware of the potential setbacks and challenges that you might meet along the way with regard to appointment setting. Finding an experienced agency with a clear track record of success can help you mitigate these issues and thereby overcome any such obstacles.

Consider the client experience

One of the difficulties in appointment setting is that it involves approaching very busy people with packed schedules. Fruitless prospecting isn’t just frustrating for those involved; it can be a real waste of time, effort and sources, as well as potentially generating unnecessary ill will.

Agencies that specialise in B2B telemarketing services, on the other hand, are highly experienced both in finding the right prospects through the use of data and market research – minimising the risk of fruitless prospecting. They also have the emotional intelligence to approach prospective clients in a way that increases, rather than reduces, the chance of a positive response.

When considering whether or not to outsource B2B appointment setting, therefore, you need to try to see things from the prospect’s perspective. Outsourcing could enable you to bring in the kind of expertise needed to target the right clients and swiftly build a real rapport with them.

Choosing the right agency

If you do decide to outsource your company’s B2B appointment setting to an external agency, there are again several factors you’ll need to bear in mind. You should thoroughly research agencies before settling on one, comparing their services to see how these stack up against your own requirements.

Obviously, budget will be a major consideration, but you need to have a clear understanding of just how much bang you’re likely to get for your buck. Credentials and experience are particularly important, with sector-specific expertise often particularly valuable when it comes to lead generation.

Likewise, your agency needs to be flexible and prepared to adapt to your needs as a client. One thing you don’t want is an agency that simply has a one-size-fits-all solution for all of its clients; you need to be sure that they can tailor their offering depending on your particular requirements.

It’s worth reaching out to prospective telemarketing agencies and talking to them to ascertain more information about their skills and experience. This also provides you with a good opportunity to get to know the people who’ll be prospecting on your behalf – and if you find them to be helpful, knowledgeable and approachable, this should be a good guide to how they’ll treat your leads.

At Bollin Green, we’ve got decades of experience in appointment setting. Our expert sales representatives know how to identify the right opportunities, gather information and arrange more meetings with prospective clients. Get in touch today to find out what we can do for your business.

Joe Green

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