Our greatest secrets to handle leads

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When you are processing leads, you are always in competition with your rivals. The good news is that there are some simple things you can do to maximize your efforts and give yourself a fighting chance. Read to learn our best tips, based on our experiences as professional salesmen and years of delivering leads to satisfied brands.

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Keep your leads organized

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By using our services, you can easily keep your leads organized. Create yourself a system that works for you and your team, and stick to it. This may mean using a CRM, taking notes manually, or something else entirely. The important thing is to have a method for keeping track of your leads so that you can follow up efficiently.

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Obsleads has a super-easy internal customer history, which allows you to take notes during the journey of processing. With that functionality, you can easily track all your follow-ups and calls between you and the lead, on behalf of your team as well. This is super nice when Margaretha is absent due to sickness.

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Early birds gets the worm

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Contact the potential customer as soon as you are aware of it. The longer you wait, the more likely it is that someone else will make contact first. And if you do manage to get in touch, be consistent with your follow-ups. No one likes feeling like they're being ignored, so make sure to keep the lines of communication open.

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After your initial call, send them an email. You never know which hour of the clock that fits them best, and when they will have a look at your offer. Sometimes, people change their insurance company 02:00 at night.

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Always be professional (and courteous)

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It's important to remember that you're representing your company, and you want to make a good impression. Be respectful of the customer's time, and don't try to push a sale if it's clear they're not interested. If you're rude or pushy, not only will you lose the sale, but you could also damage the reputation of your company.

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Based on experience, it's better to make your average CAC higher than damaging your reputation. Facts and statistics shows that an unhappy customer tells five of their friends about their experience with a company or brand, and a happy customer unfortunately only tell one or two. Be the change you want to see in the sales world.

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Offer something unique

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In order to stand out from your competitors, it's important to offer something that they don't. This could be a lower price point, a more personalized service, or anything else that would be appealing to your target customer. If you can find a way to make your company stand out, you'll be more likely to close the sale. Find their pain point before offering a solution, and dig into their actual reason for changing up current suppliers. But do not talk bullshit about them - just show how you can improve their current situation with your solutions.

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Remember that customers using our lead platforms mostly are searching for a better agreement than their current one- whether it be price-wise or simply due to changed needs. Don't hit with your lowest price first, but try to show that you're better than the competition by closing them on your greatness and humble personality before considering lowering your price. After all, you're an advisor trying to show your knowledge.

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Put on your crown and rock the waiting game 👑

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A regular sales process can often take months (or even years) from beginning to end. If you give up too soon, you'll miss out on some great opportunities. The key is to keep your pipeline full so that even if a few deals fall through, you've still got plenty of other irons in the fire. Please remember to save their details only if you have your consent to do so: when closing the lead, all data will disappear from our system with no chance to recover it afterwards.

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Stay GDPR compliant. At all times.

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When processing leads, remember the importance of GDPR. This includes getting explicit consent from customers before collecting or sharing their data, and providing them with a way to opt out of having their data processed at any time. If a customer clearly states that they don't want to get contacted, please bring your sincerest apologies and hang up immediately. You could then mark the lead as invalid, and we will start to process the claim immediately.

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And finally, always remember that the customer is not always right. Just because they're the ones with the money doesn't mean that they know what's best for them. In some cases, it's necessary to push back and advise the customer against a purchase. However, if you truly believe that what you're selling is the best option for the customer, don't be afraid to fight for it. Don't become the best salesman they never made a deal with.

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Good luck on chasing your leads! Today is the first day in the rest of your sales career.

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This is a partner exclusive-article which first were published internally for our partners in 2022. Join Obsidione to receive news and tips like this :)