by: Jan Loyola
As with any campaign that your company that your company undertakes, your appointment setting campaigns need to have clear, SMART goals so that you can positive results. Setting up SMART appointments relies on proper coordination between sales and marketing people. The sales department need to keep the marketing team updated with news about the leads passed on to them, and the marketing people should inform the sales department whenever new effective lead generation strategies are used or when new market demographics are tapped. Otherwise these goals will remain ineffective.
Here are the 5 goal criterias to help you do a SMART appointment setting campaign.
- Specific - Business appointments vary depending on which stage in the sales cycle your business leads are in. When b2b leads are not yet ready to purchase, sales people attending the meeting should be informed accordingly or else they might aggressively push for the sale, and vice versa. Letting your sales reps know what to do before they get to the meeting will help them be more prepared and make your appointments more successful. Being specific also means setting appointments only with the people who can make the decision happen.
- Manageable – Don’t send a new sales hire to close a potentially big deal or else you could lose a potential client. The selling skills of your sales people should always be taken into account when pairing sales representatives to b2b sales leads. Doing so will help them close more sales for your company.
- Attainable – have your appointment setters schedule meetings only with business leads who have an obvious propensity to purchase. This means the potential clients should always be—as much as possible—high-quality b2b sales leads. Even if the need for your product is not yet apparent, as long as the business lead will truly benefit from your products and services, you can ask for an appointment. For example, a professional BPO company has a business lead who owns a fast-growing startup with ten employees. Although their prospect has not yet expressed a need for outsourced services, the BPO firm can have an appointment with them to discuss the benefits of outsourcing. So, when that business lead needs to outsource in the future, the BPO firm will have already established a relationship with them that they can advance forward.
- Realistic - Let’s say you hired a telemarketing company for their amazing b2b appointment setting campaign. As much as possible, your contract should require them to deliver only as much business appointments as your sales reps can cater too. Keep in mind their work and personal schedules so that neither of these two will overlap with the appointment of the new business lead.
- Time-bound - When scheduling multiple meetings throughout the day, take into consideration the amount of time the sales representative would need for introductions, presentation, answering questions, and bargaining. Give your sales people enough time to spend on each client so that they can discuss matters more thoroughly. One more thing, unless you’ve hired professional b2b telesales representatives or some other online agent, allot enough time for the sales rep to travel to and from the meeting place.