What are the key qualities that you should evaluate when it comes to choosing an appointment setting company?

·  Is it a good first impression?

· A shared vision for a long-term partnership?

Surprisingly, It should be both.

A great partnership with an appointment setting company is key to ensuring ROI. And, since it’s a partnership, then you're already halfway to success. It’s important to evaluate yourself and make sure you’re ticking all the boxes before reaching out to a company. Here are 12 ideas to ensure ROI from an outsourced appointment setting company.

1.   Know the State of Your Marketing and Web Presence

Having a consistently successful appointment setting process is not just about having a marketing campaign and visibility in the digital landscape, but about having an effective marketing strategy and appealing digital presence.

2.   Know Your ICP or Ideal Customer Profile and Targeted Buyers

You should always know your ICP criteria to effectively go after targeted accounts or companies.

3.   Have a Main Point-of-Contact Person

Have someone in your team as your “go-to person” when it comes to communicating with your outsourced appointment setting company.

4.   Have a Solid Sales Team

A solid sales team in your operation’s toolbelt is crucial to accommodating all appointments set.

5.   Have a Backup Plan for Your Sales Representatives

Sometimes, you can’t help it when your sales team resigns from their job, so you must have a solid backup plan for emergencies to keep your operations going.

6.   Know the Profiles of Your Sales Team

You also need to make sure that the individuals making up your sales team are dedicated and willing to achieve, if not, exceed your company goals. Have a solid compensation plan for them and see how they will hunt new businesses for you according to the appointments set.

7.   Have a Fully-Trained Team

No matter how good a job the appointment setting team does, it would be all for nothing if your sales team does not know how to handle prospects on a sales call. Always ensure that your team is fully trained and equipped with much-needed skills to help you grow your business.

8.   Have a Solid Sales Process Methodology

Make sure to have well-defined and documented sales stages in place that can be utilized by your sales team in your CRM.

9.   Carry Out Systematic Tracking and Flagging of Opportunities

Make sure to have a closed-loop reporting process so you can track who in your sales team is utilizing and entering data on your CRM. Perform audits regularly.

10.        Know Your Deal Size and Sales Cycle

You should set your expectations before entering a partnership with an outsourced appointment setting company. Would it be aligned to your current goals?

Please do take note that appointment setting companies, although they will be beneficial for your company, aren’t the answer to all your problems. Temper your expectations, but set clear goals before you agree to a deal.

11.        Know How Your Prospects Buy

Aside from knowing your own organization and the people that you’re going to work with, make sure to know your targeted accounts. Know how your prospects buy for making transactions at the right place and the right time. You can’t mess up an opportunity for a long-term relationship due to off-timing.

12.        Have a Nurture Marketing Program

Make sure to have consistent newsletters, case studies, and webinars in place for a robust marketing strategy. It’s all about maintaining a good relationship with your prospects.

On top of all the strategies in place to ensure that you have a well-oiled operation, you’re going to have to invest in good relationships, not just within your organization, but most especially with third-party companies that you are and will be working with.

Nurturing that partnership starts with knowing your goals and expectations and aligning them, in this case, with your chosen appointment setters.

So, how about we get a head start on growing your prospects? Contact us at SalesGig.com today!