How to run a sales conference call


7 Tips For Conference Calls Your Sales Team Won’t Hate

  1. Give Your Team Time To Prepare. No meeting should happen without an agenda. …
  2. Start On Time, And With A Burst Of Engagement. Many conference calls start with a thud—the few minutes after the supposed start time when everyone waits for stragglers to …
  3. Set Ground Rules. Conference calls require a unique set of ground rules. Announce your name whenever you speak. Mute yourself unless you are speaking.
  4. Recognize Performance. Every sales staff meeting should reserve time for success stories. “Salespeople love recognition,” writes sales expert Mark Hunter.
  5. Keep The Conversation Rolling. In any meeting, the leader of the meeting is responsible for keeping discussion on-topic. …
  6. Record The Call. For busy sales teams, getting six out of ten team members on the same call is sometimes as good as you’re going to do.
  7. Follow Up With A Recap. A written recap of the call, delivered within two business days, reinforces what you said and decided on the call.
How to Run a Sales Meeting
  1. Set an objective.
  2. Share the agenda.
  3. Create meeting norms and establish expectations.
  4. Facilitate the conversation to stay on track.
  5. Have representatives provide relevant data before the meeting.
  6. Celebrate your team’s wins.
  7. Share action items and next steps.
  8. Ask team members for feedback.


How do you open a sales call?

Learn The Basics of Opening a Sales Call 1 Greet the Person#N#You’d be amazed at how many telesales folks and even face-to-face salespeople forget this and just… 2 Introduce Yourself and Your Business#N#The trick with this is to make yourself sound interesting while ensuring that… 3 Thank Them for Taking the Time More …

How do you run a sales meeting?

How to Run a Sales Meeting 1 Set an objective. 2 Share the agenda. 3 Create meeting norms and establish expectations. 4 Facilitate the conversation to stay on track. 5 Have reps provide relevant data before the meeting. 6 Share action items and next steps. See More….

How to lead a successful sales call?

The most successful sales calls include tailored presentations and focus on building trust with prospects by addressing their unique pain points. To ensure you lead a successful sales call, we’ve curated expert tips and techniques below, including guidance on how to prepare. Ready? Set? Sell! Wait, what is a sales call?

What is the sales process for a sales call?

Ideally, a rep closes a sales call with a verbal agreement from the prospect to make a purchase. The sales process includes product and prospect research, prospecting, the sales call and close, and relationship-building. How do you prepare for a sales call?


How do you prepare for a sales conference?

Seven ways to prepare for a sales meetingDo your homework. Make sure to find time to get to know the company you’re planning to meet, understand their market and the individuals you’ll be meeting. … Review your pitch. … Prepare your questions. … Hold a “practice” meeting. … Confirm meeting location. … Don’t skip sleep. … Get motivated!

What should be discussed in a sales meeting?

Here are some meeting topics that should be on your sales meeting agenda:Celebrate the big wins. Start on a positive note. … Updates on the pipeline. … Uncover obstacles. … Share prospect insights. … Dive into the metrics. … Share organizational information. … Pick apart the competition.

How do you set up a sales meeting?

9 Steps to Setting More Sales Meetings Than Ever Before1) Create a sales prospecting campaign plan. … 2) Consistently ask for introductions. … 3) Invite prospects to private events. … 4) Speak to associations and trade groups. … 5) Create special reports for your prospects. … 6) Conduct a study and share the data.More items…•

What should a sales meeting agenda look like?

Your sales meeting agenda should help your team set goals and plan for the week. Focus on discussing new metrics, customer feedback, new opportunities for your team, action items for the week, and pipeline updates.

How do you structure a sales team meeting?

Try covering these topics in your next weekly meeting with your sales team:Icebreaker. This might sound like a cheesy idea, but trust us, it works! … Successes and wins. … Pipeline updates. … Obstacles and roadblocks. … Prospect/lead feedback. … Competitor updates. … Guest speaker. … Pitch round table.

What are good questions to ask a sales team?

5 Power Questions for Your Sales TeamWhat is the biggest obstacle to adding new customers? … What is working and what isn’t? … What are your most (and least) significant opportunities? … If you had a magic wand and could fix one problem, what would it be? … Who is your toughest competitor–and what are they doing right?

What steps may be followed to conduct a meeting?

The meeting process adheres to the following timed agenda:Clarify Aim/Purpose.Assign Roles.Review Agenda.Work through Agenda.Review meeting record.Plan Next Steps and Next Agenda.Evaluate.

How do you run an effective meeting?

HOW TO RUN AN EFFECTIVE MEETING.Top 5 Rules of a Good Meeting.Set goal(s) for the meeting and prepare an agenda.Arrange all logistics.Send out announcements, invitations, and reminders for meeting.Be courteous, respectful, and inclusive.Bring closure.Facilitator’s Role.

What are good questions to ask a sales team?

5 Power Questions for Your Sales TeamWhat is the biggest obstacle to adding new customers? … What is working and what isn’t? … What are your most (and least) significant opportunities? … If you had a magic wand and could fix one problem, what would it be? … Who is your toughest competitor–and what are they doing right?

What is the goal of a sales meeting?

The main objectives of your sales meetings should include: motivating your team, improving your sales forecasting, generating new ideas, gaining productive insight, and getting your sales reps to help in the sales process.

What are the 4 general ways to increase sales?

Believe it or not, there are only four ways to increase your revenue:Increase the number of customers.Increase the average transaction size.Increase the frequency of transactions per customer.Raise your prices.

How do you keep a sales conversation going?

7 Ways to Improve Your Sales Talk Track ImmediatelyLose the vernacular. Don’t use jargon in your talk track. … Pick one thing to speak about. Don’t try to cover too much in your pitch. … Use hyperbole. … End every pitch with a question. … Learn from the prospect. … Ask unexpected questions. … Ask about relationships with vendors.

1. Share an agenda in advance of the call

On that agenda, include anything that people should know. For example, is it a phone call or a video call? Who will be on the call? What is the purpose of the call? How long will it last? What is the dial-in information? Abbajay says the agenda should outline the objectives for the call, as well. “Let’s say we’re going to plan a party.

2. Master the technology

Whether you’re using a dial-in number, a video service or calling from a device in the conference room, make sure you know how to use it.

3. Send a notification, call in early and take control right away

Abbajay says that whoever’s leading the call should schedule a notification to go out to participants 15 minutes before the meeting begins, so that the dial-in info is at their fingertips.

4. Set the ground rules

Before the meeting progresses, it can be helpful to set ground rules. Brownlee, for example, empowers participants in calls to chime in—literally—if someone is rambling or gets off topic: she tells them to hit the # sign on their phone keyboard.

5. If a connection is bad, say something

When someone has a static-y connection, is in a loud environment or their phone keeps cutting out, it’s frustrating and annoying for everyone on the call. Abbajay says it’s necessary for the leader to intervene.

6. Be respectful of people’s time

If a person isn’t needed for the entire call, Brownlee makes sure to allow them to participate in the beginning and then hop off when their portion is done.

Give Advance Notice and Allow Preparation Time

Conference calls should not be held without having an agenda prepared beforehand. The agenda should be sent to members of your sales force at least 48 hours in advance. The aim of the agenda is to keep the meeting on task and clearly defines the purpose of the meeting. The more efficient the meeting the sooner your sales force is back selling.

Always Start the Meeting on Time

If team members know that you will wait for them to join the call there’s no incentive for them to be on time. Delaying a call for a late arrival will risk losing the attention of team members already on the call. Always start on time and with a question to engage all team members.

Set Rules for Your Conference Calls

Rules need to be established for the calls to achieve the most from them. Two of the most important rules are muting yourself when you are not speaking and announcing your name before speaking. Announcing these rules before each call you will help to avoid confusion and frustration by stopping participants talking over each other.

Acknowledge the Successes of Your Team

Every call with your sales team should include time to discuss recent success stories. Having a time segment set aside in every call will help to motivate and encourage your sales team. They will also look forward to attending the meetings.

Keep the Conversation on Topic

The person leading the call is responsible for keeping it on topic. This is vital because as there are no visual clues to guide participants it can be very easy for the conversation to wander off topic.

Record the Conference Calls

It is important to record the conference calls and send them to each member of the sales team. These recordings may be the only way some team members can get the information they need. Team members can listen to the calls as and when their schedule allows.

Summarize the Call

Writing a summary of the call and sending it to all team members will help to clarify what was said and agreed on the call. It is recommended that this summary is completed and sent out within two days.

How to start an outbound call?

You must begin the call by introducing yourself. People often forget this vital step. Start from a positive place – good weather, sports results, positive personal anecdote. Avoid using any negative references about being overloaded with work or upset with the rainy day. You don’t ever want to start on a low note. Your super confidence must shine through the receiver, and they must be able to hear the “smile” in your voice. Leave your soft-spoken sound at home and bring your big, bold voice to the call. Vary both your tone and pace of speaking. Also, annunciate and speak slower, we can’t read your lips.

How to make a good impression on a client?

To make a great impression with your customer/s means engaging in extensive preparation and rehearsing some key parts of the call “script” to make it your own. You only have one chance to make a positive impact upfront, and you have to make it count. Practicing means you won’t get tongue tied and sound lost. However, you don’t want to sound like a parrot repeating words without any truth to them, or you’ll put your client to sleep. Rather, you want to truly understand what you are planning to say with the right intention. Sounding natural takes a lot of practice.

Follow These Steps to Boost Your Conference Call Presentation

So, it’s time to start your 100-person conference call when suddenly you freeze up. You mumble a few words and then… silence. No one knows what to do, and the speaker doesn’t begin their presentation. You try to take questions, but you can’t hear anyone…

How to Start a Conference Call

Begin your call on the right foot with an organized, concise opening. Some of our favorite tried-and-true introductions include:

Dig into the Main Presentation

After that, the speaker will delve into whatever topic they have prepared. The key here is to allow the speaker to present their content in a way that the audience finds engaging from a remote setting. A few things to do along the way to engage the audience:

Managing Conference Call Q&A

Many virtual events feature a Question & Answer session to further engage their participants.

Closing the Conference Call Effectively

Once you’ve run through your program and question session, it’s time to wrap up the call in style. Make sure to provide attendees any relevant follow-up information and conclude with a strong call to action if relevant.

Wait, what is a sales call?

At its most basic level, a sales call is a conversation between a salesperson and a prospect about the purchase of a product or service.

How do you prepare for a sales call?

In a typical sales process, much of the preparation, including prospect research and qualification, occurs days or weeks before the sales call is even scheduled. The tasks explained below are specific to the call itself.

13 tips for making a successful sales call

Veteran sales reps will tell you: There’s no magic formula for the perfect sales call. That said, you can still make sure you’re addressing prospect needs and moving things closer to a sale. The tips below, sourced from sales experts, are a good place to start.

How to keep a sales meeting short and to the point?

Facilitate the conversation to stay on track. Have reps provide relevant data before the meeting. Share action items and next steps. 1. Set an objective. Setting a purpose helps keep sales meetings short and to the point.

Why do you have a weekly sales meeting?

For most sales teams, weekly sales meetings are a place to discuss current sales deals, targets, and projects.

Why is setting a purpose important in sales?

Setting a purpose helps keep sales meetings short and to the point. You are asking your team members for their time, and you need to respect and acknowledge that by keeping the meeting relatively short.

Why is a sales meeting important?

Sales meetings are crucial to a sales team’s success — when done properly. But a poorly-run, disorganized meeting isn’t just inconvenient, it’s a waste of everyone’s time. Over my career, I’ve learned how to run productive sales meetings that last 20 minutes — no longer.

Can you use an agenda template for a meeting?

You can use a meeting agenda template to outline these goals and share it with your team beforehand so everyone’s on the same page of what to expect in a meeting.

Why is it important to open a sales call?

Learning to open a sales call is important, though; you want to maximize the chances that the person on the other end of the line is going to want to hear more from you. Opening a sales call is actually very easy; it is a simple process. Anyone can open a sales call and, in the author’s experience, it’s the bit of selling that most people enjoy.

What is the easiest part of a sales call?

The easiest part of any sales call is the opening . It’s the part of the call where there’s no pressure on you to make things work at all. If somebody says, “no thanks” before you’ve even spoken to him for five minutes – he’ll have saved you a lot of time further down the line. Learning to open a sales call is important, though; you want to maximize the chances that the person on the other end of the line is going to want to hear more from you.


Leave a Comment