A sales call is meant to be a conversation. It’s not an interrogation and we’re not used car salesmen. Strive to understand the prospective customer and where they’re coming from so you can educate them on our offerings and recommend what they’d like and what would suit them well.
You don’t have to ask all these but it’s important to get the first 4. The rest you can weave into the conversation as it naturally progresses.
If a potential client cold calls in, please have a brief conversation with them while Slacking the Sales Manager to see if they can take over the conversation or who to pass onto. You should Slack over any details you got during the conversation. You are required to have the top 4 ready for the Sales Rep you are passing off too.
If a potential client calls in requesting a specific Sales Rep, please get the Top 3 Questions while Slacking the Rep to see if they are available. If that Rep is not available, please ask the client if they would prefer Voicemail or a different Sales Rep.
Every call in needs to be made into a ticket for the Sales Manager or Rep that is handling it.
If a potential client emails in, assign to the Sales Manager, tag them in the ticket, and Slack them a link to that ticket.