[FREE EBOOK] A Hands-On Guide to Gaining B2B Leads from Social Media in 2020

Marketing and social media have become inseparable elements over the past decade. We have experienced great advancements in technology and social media in especially recent years and how these have impacted the advancement of modern B2B marketing.

It’s undeniable that the use of Social Media is helping many businesses grow their brand presence and that this will definitely transfer over into this new decade. Counting as some of the most significant benefits of integrating social media into our marketing strategies are the following:

  • Finding and researching prospects
  • Reaching out and engaging prospects
  • Helping potential leads to find relevant resources and content
  • Complementing and enhancing other marketing channels
  • Keeping your company top-of-mind (gaining mindshare/visibility)

The three major social media platforms that are deemed the pioneers of this online marketing and are utilized the most are LinkedIn, Twitter, and Facebook.

This handbook will discuss the latest business features added to the platform and how you can optimize them to suit your lead generation needs. In it, we will also provide you with information on what to expect for each platform in the years to come and what we can expect to change and further improve. 

Here’s a little preview of what you can expect:

Preview of eBook content

How each Social Media Platform drives lead generation results

Door-to-door marketing has become obsolete over the years and so marketers had to look for new ways to market their products and services without having to disturb their prospects in the privacy of their homes. When social media exploded on the internet, companies did not waste a minute and immediately hopped on to develop ways to use online marketing to their advantage. 

With over millions of active everyday users worldwide, LinkedIn, Twitter, and Facebook have been deemed the biggest platforms used for online marketing. Each platform has drastically changed in the past years and we want to focus on discussing the following:

  • Latest Features
  • Strengths (What makes each platform stand out from the other)
  • How each platform will help B2B marketing in the future

More in-depth discussions on how to maximize your marketing experience include:

  • Optimizing your profile
  • Prospecting and Researching
  • Selling on each platform

Dissecting each feature and learning how to utilize them well is the key to setting up your online business account. Not only is it important to know how to utilize the platform effectively, but it is also necessary in order to know how to sell effectively on each platform. This counts for all the content you choose to put out as well as even wording your bio in a way that will send in leads for you.

Related: The Best Way to Use Social Media in B2B Sales Lead Generation

Improving Social Media Content Distribution

Content distribution is another crucial factor that determines the success rate of your online business presence. Here is where we discuss the three most effective ways to ensure that you get your content distribution right. 

  • Posting Hours – emphasizing on the perfect timing of when your posts should go up and how it affects your site traffic.
  • Interaction – This is the very lifeline between you and your audience.
  • Audience-centered – Modern marketing calls for shifting from Me-centered marketing strategies to a predominantly audience-centered one.

Related: Social Listening: The Power to Gain Business Insights and Increase Sales

The Takeaway

Social media is part of our daily lives now and there is no denying that. They have proven time and time again that they are the future of modern marketing. Every business is integrating the use of various social media platforms to boost their brands and obtaining lead generation. And because it is so convenient, you will also find yourself in competition with thousands of other brands.

By using our hands-on guide handbook, you will be able to equip yourself with the right tools, information, and guidelines on how to gain more B2B leads using your social media platforms.

Cold Call Scripts That Land Meetings with MSP Buyers [Free Download]

Managed IT providers know that they need to reach out to both IT and non-IT decision-makers to gain new customers. That’s because IT purchases are increasingly being decided not only by multiple people but also across multiple business functions.

These trends highlight the critical role that targeted, one-on-one outreach plays in selling MSP solutions, and cold calling remains one of the best tools for the job.

That’s why we recently released a downloadable eBook that contains sample call scripts for finding and qualifying potential MSP customers. Each script is tailored for a specific buyer persona and includes a few helpful notes and comments.

The resource is available for download here. The rest of this blog post provides added insights to help you fine-tune your cold call pitch.

Who Makes Managed IT Purchases?

IDC reports that non-IT line of business (LOB) buyers now account for around half of technology spending. These are purchases made without the involvement or knowledge of an organization’s IT department.

Even when IT does get involved, LOB managers still hold huge sway in the tech purchase process. TechTarget estimates that nearly 30% of buying decisions made by an organization’s IT leadership depend on inputs from non-IT staff.

This makes it clear that selling MSP solutions now needs to move past solely targeting IT decision-makers. This underscores a growing challenge for MSP vendors that rely on reaching buying consensus with multiple stakeholders to close deals.

Not only do LOB managers’ priorities and pain points differ from those of IT decision-makers, but these two buying groups often disagree about key items on the IT buying checklist.

What’s also important is that these divergences have a huge impact on how MSP buyers start their purchase journey. This means that connecting and building relationships with stakeholders require messaging that takes these gaps into account, even in the initial stages of the buying process.

In this post, we learn about 3 types of people that drive IT buying decisions and how to effectively engage them.

Targeted Cold Calls to Key MSP Buyer Personas

Targeted cold calls make up a vital layer of touchpoints for proactively reaching out and engaging potential MSP customers.

Cold calling works well for top-of-funnel outreach activities since it enables one-on-one conversations that prepare prospects for the next stages in the sales cycle.

For complex-sale products like managed IT solutions, cold calls help move contacts from initial awareness to active leads.

With the MSP prospect pool growing to include more and more non-IT decision-makers, your cold call messaging strategy also needs to capture this new audience.

One way to refine your outreach message is to segment potential stakeholders based on buyer personas and then tweaking your cold call pitch accordingly.

In most technology purchases like managed IT solutions, key decision-makers consist of four buyer personas (although the number can certainly increase, depending on the complexity of your sales cycle):

  • End User:  These are typically non-IT LOB managers of departments and business areas that stand to benefit the most from your offer.
  • Influencer:  These are mid- to senior-level decision makers that drive purchase decisions.
  • Technical Buyer:  These are IT-focused specialists that can block a purchase if it doesn’t meet their requirements.
  • Economic Buyer:  These decision makers oversee the budget and give the final go-ahead for a purchase.

The following visual guide goes into the details of the account selection and contacts profiling process.

End User

In MSP sales, the end-user buyer persona consists of non-IT LOB decision-makers that oversee specific functional business areas that directly benefit from your solution.

End users have the most to gain from your offer. That’s why they tend to be the biggest advocates in your target accounts. That is if you can find a way to build a relationship with them early on in the sales process.

LOB decision-makers care about business outcomes rather than product specifics. If a product solves a real problem, the results matter more to them than the underlying details.

According to professional services automation provider Promys, the decision-making process that LOB managers follow typically includes:

  • Decide if there’s a specific problem
  • Determine if the problem is worth devoting resources to
  • Identify possible ways of solving the problem
  • Pick out the “best” way
  • Look up vendors that provide the “best” solution
  • Choose the “best” vendor


Even though buying decisions have now become more distributed, the process is still significantly driven by stakeholders that span different business areas and functions.

These decision-makers have a huge influence on the buying process and help move the deal forward. That’s why they’re typically labeled as “influencers.” They commonly consist of mid- to senior-level managers that directly handle your target LOB prospects.

Influencers look for the strategic impact of MSP solutions instead of operational or technical details. They’re more into seeing how your offer fits their big-picture goals of growth, profitability, competitiveness, industry trends, disruption, etc.

That’s why your cold call messaging strategy needs to achieve the below three key points. These ensure that your pitch will be able to capture influencers’ attention and obtain the response you want:

  • What does your offer bring to the organization?
  • How can you earn your prospects’ trust?
  • What line of fresh thinking can you offer?

Technical Buyer

The rise of the LOB buyer hasn’t made the IT department irrelevant in MSP purchases. The risks and limitations associated with shadow IT (such as interoperability, security, resilience, etc.) still support the case for IT’s close involvement.

While technical buyers typically don’t have final authority over tech purchases, they do have the power to reject a potential managed IT proposal. The goal when reaching out to technical buyers is to make sure they don’t shake their heads sideways at your offer.

When crafting a cold call pitch aimed at technical buyers, it’s important to keep the following points from Lean B2B in mind:

  • They have in-depth and specialized expertise in your field.
  • Their main concern is to verify whether your solution really does what you claim it does.
  • They focus on the measurable and quantifiable items of your offer.
  • They look for details on usage, testing, deployment, and maintenance.

Economic Buyer

The persona that has the final say in MSP purchases is the economic buyer. In fact, most marketing experts consider economic buyers as the “ultimate decision-maker” because even if everyone else says yes, it’s the economic buyer’s approval that determines whether a purchase happens or not.

Economic buyers can be a single person or a committee that directly controls budget and spending. The larger the deal size, the more senior the economic buyers will be involved. Smaller purchases commonly require only the approval of managers lower in the org chart, while deals with six-figure price tags can involve a board- or C-level evaluation committee.

The key to winning economic buyers over is to deeply understand the things that tend to make them say yes:

  • Finding the best-fit managed IT vendor for their organization
  • Ensuring long-term stability of both the MSP provider and the working partnership
  • Knowing the vendor’s approach to risk mitigation
  • Verifying different proof points about a vendor’s ability to deliver
  • Being able to objectively weigh costs against benefits

Bonus: Don’t Waste a Moment! See Sample Cold Calling Scripts


Now more than ever, cold calls help MSP vendors reach and connect with the different decision-makers involved in the purchase process. But this requires refining your MSP pitch to make it more relevant to what each decision-maker actually cares about.

To see how to put this strategy into action, check out our latest collection of cold calling scripts for various MSP buyer personas.


[Free Download] ABM Telemarketing Scripts for Cold Calling Key Software Personas


If there’s one channel that checks all the boxes in ABM outreach, it’s targeted phone calls. Outbound touches drive ABM results in five crucial areas:

  1. Gathering insights that help tailor your approach
  2. Building and growing meaningful relationships with each stakeholder
  3. Delivering relevant content and messaging to the right decision maker at the right time
  4. Providing a consistent and coherent brand experience across the different stages of the sales funnel
  5. Achieving true marketing and sales alignment

Targeted telemarketing helps you achieve all these and more, but it can be a little challenging to translate these into clear actions and actual messaging strategies.

That’s why the Callbox team recently put together a free downloadable resource that includes sample buyer profiles and telemarketing scripts tailored for ABM programs in the IT/software space.

We want this resource to serve as a practical guide and template for everyone looking to use the power of targeted phone calls in ABM. With this downloadable content, you’ll be able to integrate telemarketing into your ABM program in ways that impact results.

Here’s a quick preview.

Buyer Persona Templates

A buyer persona represents a specific stakeholder’s characteristics. It summarizes the demographic, professional, firmographic, and psychographic qualities related to a decision-maker.

Buyer personas help you segment and personalize your messaging strategy according to the needs and preferences of each stakeholder. That’s why creating reliable buyer personas is critical to the success of your ABM outreach efforts.

This downloadable PDF includes sample buyer persona templates that outline the following characteristics:

  • Job Title/Professional Info
  • Demographics
  • Goals and Pain Points
  • Preferred Resources

We provide a filled-out buyer profile template for each of the four key buyer personas typically involved in software purchases:

  • Champion (your primary advocates in the target account)
  • Influencer (stakeholders with the authority and expertise to sway buying decisions)
  • Ratifier (decision makers with highly-specific concerns about a solution)
  • Economic Buyer (stakeholders who control the budget)

Related: ABM Best Practices: Selecting and Profiling High-Value Accounts [INFOGRAPHIC]

Targeted and Personalized Cold Call Scripts

One-on-one phone calls with stakeholders form an important component of an ABM outreach strategy. Phone calls work well at nurturing prospects that are in the middle-of-the-funnel (MOFU) stages as well as converting stakeholders during the bottom-of-the-funnel (BOFU) phases.

But live calls are also very effective at connecting with potential prospects during the top-of-funnel stages. That’s because, when combined with other outbound channels like email, targeted calls can help you scale attracting and qualifying stakeholders early in the sales process.

For the downloadable resource, we compiled a complete cold calling script tailored for each of the above-mentioned software buyer personas. Each script covers all the key areas of compelling sales conversations:

  • Personalized introduction
  • Rapport-building tactics
  • Creating curiosity and highlighting pain points
  • Probing questions
  • Wrapping up

This proven formula for targeted sales conversations works well at engaging different stakeholders in an ABM setting. We provide these actual scripts to serve as your guide or reference when writing your own.


Outbound calls help drive results for ABM programs. Our downloadable buyer persona templates and call scripts will help you make the most of this crucial ABM channel. Get your copy today.

Key Marketing Stats that Drive Top B2B Industries in 2020 [Free eBook]

In 2013, an Adobe report found that marketers felt marketing had changed more in the previous two years than in the past five decades. Today, over five years later, the pace of change has apparently accelerated even more.

Take, for instance, the number of marketing technology (MarTech) solutions available today. As of the last count, there are now 6,829 different MarTech products provided by 6,242 vendors spanning 55 categories. This represents a 27% increase from last year’s total, and there’s no sign that things will be slowing down any time soon.

The explosive growth in the number and diversity of MarTech tools is a good indicator of how fast things are evolving in B2B marketing. That’s because many of these tools emerged from marketers’ shifting needs as they keep up with how their customers actually buy.

But without even looking at the marketing world’s MarTech stockpile, every marketer knows we’re living through fast-changing times because of digital transformation. What’s less clear yet greatly more important is how this development impacts our strategies and results.

To help find out, the Callbox team recently published a free eBook that provides an in-depth analysis of how rapid digital transformation is reshaping marketing in nine (9) key B2B industries.

The eBook dissects the trends, stats, and data from a number of sources that tell the story of how marketing is evolving and how marketers are responding in each industry:

Cyber Security Software

In the eBook, we tackle cybersecurity vendors’ tendency to rely on FUD (fear, uncertainty, and doubt) as a messaging strategy and why this approach yields limited success with today’s more informed software buyers. We then talk about some proven alternatives for vendors to follow instead.


B2B FinTech continues its double-digit growth as payment platforms, lending solutions, and SaaS-enabled back-office tools start seeing mainstream adoption. The challenge now for B2B FinTech firms is to find a sustainable strategy to influence decision-makers in a buyer-led, consensus-based purchase process.

Related: 5 Essential FinTech Marketing Strategy Tips and Why They Work (

IT Managed Storage

For more than half of the businesses surveyed in Interop ITX’s 2018 State of Infrastructure, the need for adequate storage is the biggest factor for their changing business IT systems. But buyers want more than just bigger storage space; they’re looking for a complete solution.


Cloud solutions’ evolution from cost-saving measures to business-critical investments has created a more diverse ecosystem of buyers. In fact, there are now five broad types of cloud customers, each requiring a different marketing approach. Success in B2B cloud selling will depend on how vendors can identify and connect with these different buyer groups.

Related: Cloudy with a Chance of Fog: A Quick Cloud Computing Update (

Advertising / Marketing Agency

An increasing number of potential advertising clients are moving campaigns in-house and are opting for project-based arrangements. This has led to a significant drop in new business revenue for creative agencies. As a result, agencies are now devising fresh ways to pitch and close new customers.


Marketers in the healthcare space today face unique challenges as they interact with risk-averse buying committees that follow different budget cycles. To thrive in this challenging landscape, healthcare marketers need more innovative ways to engage potential buyers.

Management Consulting

With intense competition from new and established firms, unconventional ways that clients choose consulting services, and continued disruptions to consultancies’ core business, it’s a very “turbulent” climate for management consulting companies.

Related: The Management Consulting Industry 2019 and Beyond (


Marketers in manufacturing industries need to have deep familiarity with the way engineers and technical professionals research and evaluate potential purchases. Thanks to a number of recent industry reports, we now have a clearer picture of how technical buyers arrive at a purchase decision.


Like marketers in other industries, telecom vendors also face multiple stakeholders throughout the sales process. Recent research sheds some light on the roles that each decision-maker plays and how each stakeholder impacts buying decisions.

To get an in-depth look at marketing trends in each of these industries, get your copy of the free eBook now.

Targeted B2B Marketing: Guide, Checklists and Worksheets [Free eBook]

Everybody claims to be doing targeted marketing, but few actually get it right. Marketers allocate a significant portion of the budget on tools for better marketing precision (like advanced analytics and marketing automation). But only a minority (around 45%) of marketers believe they’re able to nail down targeted marketing, while an even smaller percentage of marketers (around 30%) think strategies like personalization and segmentation are delivering the right results.

While the exact details vary from industry to industry and from organization to organization, the difficulties that B2B marketers face today when targeting their customers all boil down to four key issues:

  • Getting in front of the right decision maker
  • Connecting with decision makers at the right time
  • Leveraging the right marketing channels
  • Crafting the right message

To help B2B marketers meet each of these four challenges head-on, the Callbox team is publishing a complete handbook on targeted marketing available as a downloadable eBook.

The handbook provides comprehensive, step-by-step guides on each of the four key areas of targeted marketing (customers, buying process, channels, and message), as well as detailed checklists and actionable worksheets to put these concepts into action.

Here’s a little sneak peek.

Getting in Front of the Right Decision Maker

The biggest reason why marketers find it difficult to build relationships with the right decision makers is that the average B2B buying decision now involves nearly 7 stakeholders, each coming from a different background and performing unique roles. Now, more than ever, B2B marketers need to define their ideal customer profiles (ICPs) and identify their buyer personas.

  • Ideal customer profile (ICP):  A hypothetical business or organization that’s a perfect fit for your solution.
  • Buyer persona:  An idealized representation of your target customer based on demographic, firmographic, and psychographic attributes.

The handbook devotes an entire section on building ideal customer profiles and buyer personas, and then concludes with two worksheets to put everything about your target audience in more concrete terms. At the end of this section, you’ll be able to clearly document the types of companies and decision-makers that impact your marketing results.

Related: Why Customer Profiling Could be the Best Investment your Company Makes

Connecting at the Right Time

In case you haven’t noticed, the average length of the B2B buying process has significantly increased. DemandGen Report says more than 3 out of 5 B2B marketers think their purchase process has gotten longer and that they’re doing more research before signing off on a purchase.

This highlights marketing’s growing role in the lead-to-revenue cycle, which also points to marketing’s increasing involvement in activities traditionally carried out by sales. In order to attract prospects and win deals, B2B marketers need to proactively engage potential customers at every buying stage through providing the information they’re looking for. Specifically, B2B marketers should:

  • Map/Remap their sales funnel to align with the new path to purchase using the 5 W’s of the B2B buying process
  • Refine their lead scoring and ranking capabilities to more accurately reflect how potential customers move from one stage of the buying journey to the next

At the end of the sales funnel/buying journey alignment section of the handbook, you’ll be able to outline and map out the different buying stages that your target customers go through. The section also ends with a checklist for sales funnel/buyer journey alignment, plus worksheets on persona-buyer stage mapping and a lead scoring template.

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Leveraging the Right Channels

There’s no doubt engagement takes place across different marketing channels and platforms. This creates both opportunities and challenges for targeted marketing, not least of which is the growing need to keep the marketing message consistent from one channel to another.

This is where having a robust multi-channel strategy comes in handy. Multi-channel marketing goes beyond simply interacting with potential buyers on different platforms; it’s about combining these channels into a single, cohesive set of touch points. Keep in mind that:

  • A B2B customer regularly uses 6 different interaction channels throughout the decision journey.
  • But 65% of these prospects become disappointed because of inconsistent experiences across channels.
  • Outbound channels improve inbound tactics’ effectiveness by enabling scalable, direct, and one-on-one outreach for marketing messages.

The section on multi-channel marketing also walks you through a thorough checklist of steps to do and things to have prior to launching multi-channel programs. It then provides a planning worksheet to help you document your multi-channel strategy.

Related: The 5 Success Factors of Multi-Channel Marketing Revealed [INFOGRAPHIC]

Crafting the Right Message

The key to generating consistent targeted marketing results (attracting and winning customers) is to deliver marketing messages that move potential buyers from one buying stage to the next. The “right message” consists of any content or material that:

  • Drives awareness of a business problem
  • Draws attention to potential solutions
  • Builds a business case for change vs. the status quo
  • Motivates a purchase

The average B2B buyer reviews around 10.4 pieces of content before making a purchase decision. The more costly and complex the solution involved, the higher the number of content sources B2B customers consult. A LinkedIn Business study finds that B2B buyers want both product information and educational (thought leadership) content, depending on where they are in the buying journey.

This means that your messages need to contain information that’s relevant to the prospect’s current buying context:

  • Awareness stage:  Prospects need help identifying the problem and narrowing it down.
  • Consideration stage:  They’re laying out all possible solutions.
  • Decision stage:  The prospect is evaluating a potential vendor.

Obviously, not all paths to purchase exactly follow the three-step model, but it’s a good starting point for most B2B marketers. That’s why the final section in the handbook provides an in-depth checklist for mapping marketing messages with buying stages and concludes with a content planning worksheet.

Related: Stages of a B2B Sales Pipeline (and Ways to Increase Your Sales Success Rate)

The Takeaway

Getting targeted marketing right can be very daunting for most B2B marketers, especially since it evidently involves many moving parts and requires a lot of resources. But with the guides, checklists, and worksheets in this handbook, you’re in a better position to deal with today’s marketing challenges. Get your copy now.

Grab a copy of our FREE EBOOK, Targeted B2B Marketing: Guide, Checklists, and Worksheets! A comprehensive guide on targeted marketing to help organizations get in front of the right people at the right time through the right channels with the right message to influence a purchase.

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