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Outbound Sales: 12 Practical Tips To Find New Prospects

Outbound sales

Outbound sales often have a bad rep thanks to cold calling and aggressive sales pitches.

This type of outbound sales is irritating, unsustainable, and results in a lot of dead ends and wasted efforts.

And it’s no surprise.

Outbound sales efforts are meant to be a relationship-focused business activity.

When you force unsuspecting people into a sales pitch without considering their needs, interests, or situation ⎯ it’s a fast path to failure and frustration (for you and the person you just harassed).

Introduction to outbound sales

Outbound sales is a specific approach to selling that relies on unique sales strategies to find, pitch, and close new customers.

If you’re new to outbound sales, let’s start with the fundamentals.

What is outbound sales?

Outbound sales is the process of reaching out to potential customers to build new relationships and close new deals. Cold calling is a classic example. However, modern sales has evolved to include email outreach and other communication channels.

The defining factor of outbound sales is that you are reaching out to people to generate new leads -- leads aren’t coming to you. That’s called inbound marketing, which is often the result of successful content marketing.

Outbound vs inbound marketing

While outbound marketing focuses on pushing a message to a broad audience, inbound marketing aims to grab attention and solve consumer needs.

Rather than sending a message to an uninterested audience, inbound marketing uses strategies to attract people who are actively searching for a solution.

At the core of inbound marketing there is video content, blog content, and downloadable content such as white papers and reports.

When combined, marketers can align their efforts with sales teams along various touchpoints and stages in a customer's lifecycle to guide and educate them throughout their journey.

Here's a table that highlights the difference between outbound and inbound:

outbound vs inbound

In most cases, businesses benefit by using a combination of inbound and outbound sales tactics.

One is not necessarily better than the other -- it’s simply a matter of strategically investing in both the short-game and the long-game.

Makes sense, right?

Invest in both inbound AND outbound and you'll generate more business.

While the majority of marketers have an inbound marketing strategy, very few companies do outbound sales.

In fact, our own research - based on the responses from 402 sales professionals - found that 60% of sales reps don't do any kind of outbound sales!

Outbound sales strategy

That surprised us!

So, to help you and your sales team get started with outbound sales, we've put together 12 practical tips - including how reps can use live chat, social selling and webinars to generate new business.

Let's dive in!

12 Outbound Sales Tactics

1. Speak with prospects via live chat

Live chat is no longer a trend as 48% of customers are expecting to see this on your website.

In fact, visitors are more inclined to make a purchase from a business when live chat is available on a website.

People use live chat because it’s safe and guides them to an answer quickly. They don’t need to be pitched. Keep your conversation natural and end the chat when it makes sense to do so.

Speak with prospects via live chat

Live chat integrates into your website and delivers a prompt to engage with a sales rep. From answering open-ended questions to providing resources to scheduling a demo -- you can capture new leads and improve your chances of closing deals by responding to prospects quickly.

Actionable Tips:

  • Kick-off a new chat by introducing yourself, “Good afternoon. My name is John.” Or ask a direct question to strike up a conversation, “👋 Hi there! What brings you here today?”

  • Use a pre-chat survey to collect information that will guide the direction of your conversation. Remember to keep it simple by only asking the questions to provide you with enough background information for a quick and courteous response.

  • At the end of your live chat session, offer to email a copy of the transcript for their records.

2. Start social selling

Social selling allows you to laser-target your prospects and establish rapport with new and existing connections. It can be so effective that every $1 invested can deliver $5 ROI.

The secret to social selling’s high ROI is relationships.

Social selling works by giving more than you receive. With that in mind, create a list of your top tips and advice related to your industry or expertise. Then, create value-focused content that’s designed to help people.

To put this into perspective, you can use platforms like LinkedIn to kickstart new relationships.

You can try using this simple introduction:

Start social selling

After connecting, continue to engage with your new connection and their content. Share insights about your industry, offer up value to their audience, and explore opportunities to build new business relationships.

Nobody likes to be sold by a stranger. Be genuine, be a real person, and take the time to form a relationship before you try to make a sale.

Actionable Tips:

  • Twitter is a hotspot for active conversations. Combine social selling with social listening by searching for relevant keywords and conversations about your business.

  • Interact regularly on social media by dedicating up to 1 hour per day commenting on posts, offering solutions and giving helpful feedback.

  • Keep conversations alive by checking in and following up with messages until they reach a natural conclusion.

3. Contact existing customers and ask for referrals

When you provide an exceptional customer experience, word-of-mouth referrals will come naturally from your past customers. People trust referrals, and companies that use them as part of their regular marketing see conversion rates up to 70% higher and a 69% faster close time.

Ask for referrals

The best way to increase referrals for your business is to implement a system that asks for them.

However, as Joanne Black shares in her podcast, many people are:

  • Scared of rejection
  • Don’t want to cheapen their relationships by commoditizing them
  • Think referrals should happen naturally

Don’t let these misconceptions about referrals hold you back from tapping into a highly effective way to generate qualified leads and sales.

Actionable Tips: 

  • Overcome any fears of asking and develop a Sales Referrals System that outlines the exact steps to take: (1) When to ask for a referral; (2) Who will you ask for referrals, such as from all customers or specific account types; (3) What incentive you offer in exchange for a referral (4) How you will track the referral process.

  • Experiment with when to send a referral request and by what method (i.e., email or phone call). Typically, the end of a deal or contract has clients thinking about the money they owe you. Perhaps a week after an invoice is paid or 30-days into a new contract will yield higher referrals than immediately after a contract ends.

  • Start by asking for one referral per day and use personalization when sending emails. If you start each workday like this, you'll have sent 260 referral requests over the course of a year.

4. Guest star on a podcast

Podcasts are a great sales tool to open doors for new prospects.

Edison Research found that 54% of podcast consumers say they’re more likely to consider the brands they hear advertised on podcasts.

Starting a podcast from scratch can be a lot of work. From planning out the content, inviting your guests, building an audience, distributing across channels, and much more. 

Start a podcast and demonstrate expertise

Instead, guest-starring on a podcast allows you to tap into an already existing audience that’s interested and engaged with the content. This is also a great way to promote your brand by association and get a trust recommendation from the podcast host.

Actionable Tips:

  • Put together a list of podcasts you’d like to be interviewed on (focus on topics related to your niche, industry, and business).

  • Reach out to the person who runs the podcast and be sure to address the following:
    • What you would like to chat about
    • Why it would be useful and interesting to their audience
    • Credibility – a little about you, and why you’re the best person to help
    • Benefits their audience will get from it
    • Ways you will share the episode to drive traffic to their show

5. Use webinars to build relationships

Webinars are a way to leverage industry knowledge and expertise while generating new leads for your business.

In fact, 97% of B2B marketers and sales leaders say a webinar is the best way to generate high-quality leads.

Webinars drive high quality leads

A webinar is a presentation aimed to educate and engage with an audience. However, your 30 to 45-minute presentation is not the right place to push your product or service.

No-one wants to be lured into a sales pitch. Instead, people are willing to give up their time in exchange for something interesting, informative, and of value to them.

Actionable Tips: 

  • Plan your webinar to address the needs, interests, and challenges of your target audience. Think of this as an opportunity to build new relationships and be clear on your objectives.

  • After the webinar is over, continue to send value to participants and send a follow-up email to those who missed out. Send a recorded version of the webinar with detailed recaps to reinforce your message and introduce a call-to-action for any offers mentioned.

  • Use tools like GoToWebinar or WebinarJam and integrate them into a CRM System to track the journey a lead goes on, from where they first discovered you to when they converted into a paying customer.

6. Reach out to buyers that visit your website

Real-time IP tracking is a powerful tool that helps to understand your website visitors better.  It offers detailed analytics and user journeys to show you what people are looking for.

When it comes to crafting your sales pitch, you can come prepared by addressing potential concerns and objections based on a prospects digital footprint.

Actionable Tips:

  • Set up an IP Tracker like LeadExplorer to identify the businesses visiting your website, including their business name, email, and phone number. You can also collect data on specific pages viewed and duration.With the buyer journey growing more complex, it is unlikely every visitor will make an inquiry. Now that you know who’s visiting your website and what they’re interested in, you can reach out to leads with high-quality, relevant content.

  • Combine the insights you gain from an IP tracker with other outbound sales tactics found on this list. For example, you could tailor a cold email or direct message with a tailored pitch to follow up on any questions a visitor may have

7. Build an Outreach Plan (using your CRM database)

Customer Relationship Management (CRM) allows you to track, monitor, and document the development of relationships between customers and your business.

CRM is an essential part of delivering an end-to-end experience that builds long-lasting relationships with customers.

But, how can you turn information from a CRM database into an actionable sales plan?

Actionable Tips: 

  • Use CRM to identify your top customers vs. customers that take the most of your time (and yield minimal ROI).

  • Focus your attention and resources toward potential customers who would benefit most from a customer retention strategy.

  • Remember, your CRM database offers insights on your customers’ past experiences, current situation, and interests. Be sure to include or mention this to provide a personalized experience.

8. Segment and tailor personalized emails

Email marketing is highly regarded as the best way to generate revenue.

And marketers have seen a 760% increase in revenue from segmented campaigns.

Personalization is the process of using personal information to provide emails that feel more genuine and relatable. In contrast, segmentation is the process of dividing your contact subscribers into smaller groups based on similar interests, characteristics, and demographics.

Both are foundational for an effective outbound sales campaign.

Actionable Tips:

  • Use the first name in both the email subject line (“Bob, are you struggling to grow your business”) and the main body (It’s “Hi Bob,” not “Dear valued customer”).

  • Include information you already know about your target: It's not, "You might like these... (randomly generated products)", but "You might like these (based on your purchase history)".

  • Improve email open rates by segmenting based on industry, company size, interest, or sales cycle. For example, segmenting email campaigns by company size or annual revenue is a great way to target a large company that employs 750 people. They are more likely to have a budget for a new offering than a small business that employs 5 people.

9. Influencer marketing and shout outs

Reaching out to influencers and building relationships with them is a highly effective way to improve your outbound sales success.

When you work with the right influencers who are familiar (and popular) in your niche, you can easily increase brand visibility and exposure in front of your target audience.

In a 2019 benchmark report by Mediakix, Budgets for influencer marketing are increasing year after year, with 17% of companies spending over half their marketing budget on influencers.

Why? Because 80% of marketers find influencer marketing effective.

How effective is influencer marketing

So, what does it take to make influencer marketing work in your favor?

Actionable Tips:

  • Set aside a small budget to experiment with influencers for the first time and look for an influencer marketing platform (e.g., Fourstarzz Media or HireInfluence).

  • When selecting a platform, ask yourself: Does the platform help with native advertising campaigns? Can it help you track the campaign results? Will it help you manage the influencer’s content?

  • Don’t put all your budget on one influencer. Search for influencers that are best suited for your business, check their past performance, and start with a small test campaign.

10. Cold calling isn’t dead

Consumers are more empowered than ever before, with over 70% of the buying decision occurring before speaking with a salesperson.

However, that doesn’t mean cold calling should be forgotten.

When combined with some of the outbound sales tactics mentioned above (personalization, segmentation, and IP tracking), you can make cold calling feel a little more warm.

Instead of dialing a number with the focus to sell a product or service, look at this as an opportunity to introduce yourself and build a new relationship

Actionable Tips:

  • More than 75% of buyers choose the first salesperson who can provide value and insights. Instead of being abrupt and invasive to a prospect that has likely never heard of you - give value before you extract value

  • Do some research to identify the pain points and struggles for the people on your cold calling list.

  • Calling without context is a complete waste of time. You can use your CRM to gain information (which staying GDPR compliant) to align your selling approach toward a more relevant, meaningful conversation:

    • Ask questions about their situation
    • Explore past options they already tried
    • Discuss opportunities they may be considering now

11. Cold messaging on DM / social media

You’ve probably received an unsolicited DM on your Instagram or LinkedIn that went something like this:

Cold direct message on social

Messages like these create a bad reputation for cold messaging on social media.

What you don’t want to do is pitch your service right away. Here’s what you should try to do instead:

  • Watch your target audience’s stories
  • Read and comment on their posts
  • Reach out to them by starting a conversation about something that is relevant to them
  • Ask leading questions to see if the conversation naturally creates an opportunity for you to be of service.
  • Leave the conversation on a positive note while keeping the relationship open for opportunities in the near future

Here are a few more actionable tips to coordinate social media outreach.

Actionable Tips: 

  • Qualify your audience by asking the right questions. Use your stories and posts as an opportunity to nurture and warm leads.

  • Start conversations and engage with your audience. For example, you could post ‘If you’re a small business owner and you’re looking for ways to improve your sales, comment below with a HECK YES!’. Make a note of all the people who leave a comment. Then,

  • Follow up with the people who responded with a message related to your offer

12. Implement account-based marketing (ABM) strategies

Account-Based Marketing (ABM) is a strategy where a marketing team approaches each prospect or customer as a unique market in itself. 

This approach effectively synchronizes sales and marketing activities, zeroing in on those accounts with the highest potential for conversion. 

In an ABM framework, outbound sales teams dedicate their resources to a specific group of target accounts, crafting tailored campaigns that are highly relevant to each individual account. 

Due to its bespoke and targeted nature, ABM can lead to enhanced sales prospects and amplified revenue from principal accounts.

Actionable tips:

  • Pinpoint and rank top-tier accounts with a likelihood of delivering substantial ROI. Leverage data analysis and insights to choose accounts that align seamlessly with your products or services.

  • Construct bespoke engagement strategies for every account. This should involve custom-made messaging, tailored content, and solutions specifically designed to meet the distinct needs and challenges of each account.

  • Harmonize sales and marketing activities to guarantee consistent messaging and thorough engagement with every target account.

What’s your outbound sales strategy?

An effective outbound sales strategy requires you to put in a lot of work upfront.

You need a solid plan, accurate information on your prospects, and the right tools to support any selling goals.

Here are a few key takeaways to ensure your next outbound sales effort yield a better return:

  1. Create buyer profiles - Collect as much information as possible about your target buyer. Talk to your contacts, current customers, and support teams. Identify common traits that trigger people to buy vs. choose a competitor.
  2. Nail your value proposition - Use your buyer profiles to create a message that will resonate with the right people. Use storytelling to build genuine connections, share your success stories to build trust, and outline what your product or service can do for people.
  3. Plan Your Outbound Sales Strategy - Start with 1 or 2 of the outbound sales strategies on this list. Include a timeline for your campaign and time between follow-ups. Define specific metrics to measure success (e.g., sales vs. new customer relationships). Continually monitor your campaigns and make small adjustments, such as changing an email’s subject or main offer, to improve the scalability of acquiring new customers.


Successful salespeople see outbound sales as an opportunity to build relationships. Their primary goal is to drive meaningful interactions with prospects that engage and educate.

SuperOffice CRM is focused on providing a holistic set of tools for salespeople to improve their relationships with prospects.

Ready to see how SuperOffice can support your outbound sales process? Book a demo and we'll walk you through our sales platform and show you how companies just like yours benefit from a CRM platform.

Customers also ask

How do you measure the success of outbound sales strategies?

The success of outbound sales strategies is typically measured by tracking specific metrics such as conversion rates, which show the percentage of prospects who turn into customers; call-to-meeting ratios, indicating the efficiency of calls in generating sales meetings; and the average deal size, reflecting the value each sale brings. 

Additionally, monitoring the overall ROI of outbound efforts helps determine their financial effectiveness. These metrics provide clear insights into the performance and impact of outbound sales activities.

What are the common challenges or objections salespeople face in outbound sales, and how can they overcome them?

Common challenges in outbound sales include reaching decision-makers, dealing with rejection, and overcoming product or price objections.

To address these, salespeople can use precise targeting to reach the right individuals, develop resilience against rejection by focusing on long-term goals, and learn to articulate the unique value proposition of their offering clearly.

Overcoming objections often requires active listening, empathy, and tailored responses that align with the prospect's specific concerns and needs.

Can outbound sales strategies be effectively integrated with inbound marketing efforts, and if so, how?

Yes, outbound sales strategies can be effectively integrated with inbound marketing efforts.

This integration involves using inbound marketing to generate leads and nurture interest, and then applying outbound tactics to actively engage these warm leads.

Strategies include using content created for inbound marketing as touchpoints in outbound campaigns, leveraging insights from inbound interactions to personalize outreach, and aligning messaging across both channels to ensure a consistent customer experience.

This holistic approach can lead to more qualified leads and improved conversion rates.

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