Sales Gravy

JANUARY 7, 2025

Im the first to say theres no magic wand in salesno easy button that instantly books appointments or closes deals. Im the first to say theres no magic wand in salesno easy button that instantly books appointments or closes deals. Whats our silver bulleteven if it doesnt really exist? No Silver Bullet, But. No Silver Bullet, But.

Prospecting 98

Prospecting Appointment Referrals Gaming 98

Sales Gravy

APRIL 2, 2025

One of my top clients reconfigured its leadership approach with inside sales reps, focusing on call-by-call coaching in real time. When a coach or manager listens in on a sales call or rides along on an outside sales appointment, reps immediately sharpen their focus. While the broader industry shrank, this company grew by over 20%.

Objectives and Key Results 58

Objectives and Key Results Territory Appointment Technique 58

Salesforce

SEPTEMBER 16, 2024

It finds an available time and books the appointment, streamlining what’s often a frustrating and time-consuming process. This saves investment managers time analyzing data, allowing them to focus on delivering high-value client service. In retail, an agent could handle simple queries like “where’s my package?”

Healthcare 116

Healthcare Appointment Retail Campaign 116

Veloxy

DECEMBER 9, 2024

Consider appointing Salesforce champions within your team. Make it non-negotiable that all sales activities, client interactions, and deal progressions are logged in Salesforce. Insufficient Training and Support One or two training sessions won’t cut it. Your team needs ongoing support. Start by setting clear expectations.

Objectives and Key Results 130

Objectives and Key Results Negotiate Outside Sales Follow-up 130

Hubspot

JULY 30, 2024

There are a limited number of times that you can email a client or prospect before it becomes intrusive. Personalize the offer to the client. Tools like the HubSpot Meetings and Appointment Scheduling app integrate with your calendar and make it easy for your audience to book a time to meet or speak on the phone.

Closing 85

Closing Quota Healthcare Tradeshows 85

Sales Gravy

MARCH 11, 2025

Cindy is struggling to set appointments and handle the "How Much Does it Cost?" And unlike her old deskbound clients, these new prospects are likely to be on a roof or at a job site when she calls. Cindy is struggling to set appointments and handle the "How Much Does it Cost?" Whats the price? Im busycall me later.

Profit margin 54

Profit margin Cold Call Appointment Territory 54

SaaStr

NOVEMBER 27, 2024

to book an appointment. If it doesn’t work, the business won’t know who their clients are, access records, book appointments or take payments — they might as well close. But what has changed in the last five years is that you have all now embedded financial services (Stripe, etc.) They don’t want to call at 9 a.m.

Appointment 103

Appointment Contract Commission Niche 103

Salesforce

MAY 20, 2025

We have created a standardized evaluation framework designed to measure AI assistants effectiveness across four core enterprise domains: healthcare appointment management, financial transactions, inbound sales, and e-commerce order processing. appointment scheduling, credit card services) with unique functions and data schemas.

E-commerce 69

E-commerce Healthcare X-functional Appointment 69

RingDNA

MARCH 26, 2025

They’re potential partners, collaborators, and clients. Whether it’s engineers sharing new product features or customer success reps highlighting client wins, your entire team can contribute to the company’s growing authority. Maintain Relationships with Existing Clients B2B sales is relationship-centric.

Closing 62

Closing B2B Sell Referrals 62

SaaStr

JUNE 22, 2025

Strategic Moves Signal IPO Preparation Navan’s leadership appointments read like an IPO playbook. The company brought back Rich Liu, a scaling expert, as CEO of Navan Travel, and appointed Amy Butte—former NYSE CFO who oversaw the exchange’s own 2006 IPO—as board audit committee chair and Chief Financial Officer.

B2B 75

B2B Appointment E-commerce Represent 75

Hubspot

JANUARY 3, 2025

Virtual assistant to schedule your appointments. How can you prove to new clients that they should invest in you? As a freelancer, my skills are my product and it was tough getting good clients (emphasis on good) to hire me. As a new entrant, convincing potential clients to trust our services was tough," shares Stevens.

Networking 36

Networking Finance Non-Profits Referrals 36

Salesforce

NOVEMBER 11, 2024

It streamlines appointment bookings and reminders, leading to better experiences. Service industry AI solutions : AI for customer service speeds up response times, and boosts client satisfaction. Whether you’re in real estate, hospitality, or professional services, AI handles inquiries and bookings fast, keeping customers happy.

Real Estate 105

Real Estate CRM Hospitality Retail 105

Salesforce

DECEMBER 18, 2024

Start using your field service management software to manually schedule appointments, route your technicians, and manage your service tickets until resolved. Foundational: Main Street uses ticketing software to manage the intake of all cases, logging vital information on clients and the process of resolving their issues.

Service 94

Service Appointment Start-ups Follow-up 94

Martech

OCTOBER 24, 2024

During one stretch, I was onsite at client headquarters in New Jersey and away from the office (and from family) from Monday through Thursday. When I went to my appointment, the doctor told me I needed to drop some weight, and I was actually offended by the comment. My wife noticed, though, and encouraged me to get a physical.

Appointment 124

Appointment Management Consulting Presentation Consult 124

Hubspot

APRIL 28, 2025

As a business owner, Ive been there too juggling multiple clients, pitching new writing projects, and managing endless follow-ups. AI voice assistants work best for impersonal or transactional calls, such as appointment reminders, order confirmations, or simple inquiries. But, the days of manually managing business may be over.

Appointment 45

Appointment Follow-up Negotiate CRM 45

Salesforce

MAY 12, 2025

Streamline support by automating repetitive tasks: Chatbots handle order tracking, appointment scheduling, and simple troubleshooting, freeing up human agents for complex cases. They also integrated Data Cloud to unify client information securely and Health Cloud to personalize wellness treatments. The results?

Service 75

Service CRM Hospitality Appointment 75

ConversionXL

OCTOBER 18, 2018

False experts include legions of self-appointed “gurus” and “visionaries” who saturate social media with bad advice. Expertise grows as you move to the left, but the number of potential clients increases as you move to the right. A generic “digital marketing agency,” on the other hand, can pitch any client but has no niche.

UX 188

UX Appointment Education Strategize 188

Martech

APRIL 4, 2025

How a simple reschedule turned into a messaging mess Recently, I needed to reschedule a dentist appointment. It sends automated appointment reminders via text and email about a week in advance, asking for confirmation. Luckily, we caught the miscommunication in time and properly rescheduled my appointment. Processing.

Appointment 84

Appointment Campaign Contact Technology 84

Salesforce

APRIL 17, 2025

Agents for key account management Key account management (KAM) is critical for your business, and building agents specifically for these use cases can streamline negotiations and enhance client relationships. The agent can automate scheduling appointments, provide pre-visit briefings, and generate post-visit summaries.

Objectives and Key Results 82

Objectives and Key Results Negotiate Retail Promote 82

Sales Pop!

JANUARY 4, 2022

Hence, selling to yourself proceeds selling to clients. The dilemma gives more importance to the idea that selling to yourself comes before selling to clients or the recruiter. Consider selling to yourself as the dress rehearsal for the conversation with your next prospective client.

Clients 246

Clients Sell Appointment Negotiate 246

Anthony Cole Training

JULY 25, 2024

Most say "No" when we ask that question, which means that something in your client outreach and sales process has to change. The call or outreach to set up an appointment is key. As sales manager, business line leader, or CEO, is your team finding, qualifying and closing as much business as you think they should?

Prospecting 332

Prospecting Appointment Clients Start-ups 332

Tibor Shanto

AUGUST 17, 2021

A prospecting call or email is a binary event, you either get the appointment, or you don’t. It is important to approach things in a way most likely to leads to getting the appointment. Most also-rans, pundits and sellers alike, feel giving a choice is the polite way not to “corner” a client.

Appointment 293

Appointment Negotiate Prospecting Trust 293

Salesforce

DECEMBER 1, 2021

In an appointment economy , organizations respect every customer’s time by setting up specific appointments with them and adhering to start and stop times. Clients still often call a 1-800 number and bounce around from representative to representative until someone finally helps them set up a meeting.

Appointment 98

Appointment Clients Represent Customer Relationship Management 98

Iannarino

JUNE 23, 2021

The Gist: Some salespeople try to acquire a meeting by mentioning their prospective client’s direct competiton. This approach is problematic because it implies that you’ll share confidential information that will somehow benefit your prospective client, making you untrustworthy. You Never Have to Kiss and Tell.

Appointment 311

Appointment Clients Sales Trust 311

Hubspot

MAY 8, 2019

Tools like appointment scheduling apps and booking software help automate the process of scheduling meetings with potential and existing customers. So, why should you invest in an appointment scheduling app? Ready to see some of the best appointment scheduling apps? Booking and appointment notifications. Let's dive in.

Appointment 101

Appointment Price Meeting Contact 101

Salesmate

AUGUST 19, 2021

The end goal of every sales call is to get an appointment. Before you schedule a meeting with your prospect and dazzle them with a strong value proposition, you need to persuade the prospect with an appointment call. . No one likes cold calling hundreds of prospects just to end up with one or two appointments.

Appointment 98

Appointment Cold Call Sales Prospecting 98

Anthony Cole Training

SEPTEMBER 4, 2013

As a new sales person, I was expected to hone my phone solicitation/appointment setting skills and my "elevator pitch." Today, it seems, that EVERY one of the prospective clients I contact, and virtually all of my clients, express a need to generate leads for their sales people.

Prospecting 232

Prospecting Cold Call Appointment Referrals 232

ClickFunnels

NOVEMBER 9, 2021

Your job in this business is to find your client business qualified leads that they can turn into customers.”. Cost Per Appointment — Some lead-gen agencies also help you schedule appointments. And rather than charging a retainer or a fee per lead, they’ll just charge you for every appointment they make for your business.

Lead generation 255

Lead generation Price Appointment Niche 255

Sales Pop!

JUNE 29, 2022

Upon receiving assurance that a client could resolve an online issue, a customer service representative reached out to say the following: ‘I’m so glad I was able to help! A prompt follow-up to see if everything is as expected will encourage client loyalty – the element all business needs for growth. Requests for Reviews.

Appointment 242

Appointment Clients Growth Represent 242

Sales Pop!

NOVEMBER 23, 2021

Interviewing for a new job or trying to acquire a new client can quickly receive responses similar to ‘not now’ or a solid ‘no!’. Improvements that you are to consider for similar appointments. Let’s examine two specific types of rejections in the business world. Strive to improve the weaker areas and leverage what you do well.

Appointment 228

Appointment Entertainment Education Follow-up 228

ClickFunnels

JULY 21, 2021

Risk Reversal: Remove the risk involved for the customer/client and place that risk on your own shoulders. What benefit(s) do clients/customers get by using those features? You could introduce the client to a current happy customer and allow them to discuss concerns. RISK REVERSAL] First teeth cleaning appointment is free!

Pitch 246

Pitch Appointment E-commerce Real Estate 246

Sales Pop!

JULY 23, 2021

Now, lead generation is the process of collecting a client database. In such a situation, the client will have no motivation to leave their data. Yes, a person has not yet become your client, and you know almost nothing about him/her. What if your client does not respond? Lead Generation Pros. Content Quality.

Lead generation 246

Lead generation CRM Appointment Contact 246

Anthony Cole Training

JANUARY 7, 2014

We figure that if we can come up with just the right formula (metrics) for success, then we can help our clients succeed in growing sales revenue. If we are hitting our targets of calls, contacts, appointments, presentations, etc., then we tell ourselves that "it’s just a matter of time" before the results begin to show up.

Appointment 214

Appointment Consult Gaming Sales 214

Anthony Cole Training

FEBRUARY 21, 2013

Can your clients or prospects say the same thing? Would I observe someone that was doing something on the phone that was consistent with "a relationship business" as stated on your website and marketing materials, or would I observe someone that sounded like a telemarketer working to just get an appointment?

Appointment 276

Appointment Sales Up-sell Contract 276

Sales Pop!

FEBRUARY 13, 2022

Now that I know more about your position, may we explore it further today or set a new appointment at your convenience? Prospective clients you meet the first time are surprised by your interest in their experiences and insights. Will you share your previous experiences so I may have a better understanding? One step leads to the next.

Negotiate 246

Negotiate Appointment Meeting Represent 246

Sales Pop!

SEPTEMBER 1, 2022

And the thought of improving business brings about an agreement for appointments. The work begins before the initial appointment, and it is essential to allow enough time to complete the necessary steps. There is no excuse not to be somewhat familiar with a company and how it operates before an appointment. So now what?

Appointment 161

Appointment Sales Drivers/motivators Represent 161

Anthony Cole Training

NOVEMBER 19, 2012

They get appointments with the right people. Rarely do you hear a high performing closer discuss how many times they've presented to this client in the past and even more rare is to hear them say they want to present to demonstrate capabilities with the hope of someday getting the business. Thanks for your time today".

Closing 207

Closing Appointment Presentation Sales 207