Does Your Business Need Its Own Appointment Setter?
Hiring appointment setters is one of the most important things you can do as a business owner. Having hired several long term appointment setters for our insurance company since 2021, we have extensive, first hand experience on what to look for in an appointment setters to best optimize your time finding that perfect appointment setter to service your company. This is a critical process because it is a key factor in how quickly you get new clients. It also plays a role in helping to retain current customers. The following topics are discussed in this short article:
What to anticipate when you hire a setter for your appointment setting needs. You will need to discuss with your setters what they plan to do specifically in terms of your sales presentations. How will they be able to set up the presentation? Will it be done on your own dedicated phone line, or will they have someone in the office ready to help you out? Will there be a live phone conferencing option so you can get high-level interaction with the sales team?
When using appointment setters, it is common to use more than one tool to achieve your goals. Many times, in fact, your CRM software will allow you to import your client data from an external database to your hosted CRM so that you can make available to your sales reps what they need for any given appointment. Will your sales representatives use the power dialer to call potential prospects? Are you going to want them to call on a voicemail box or even a voice mail box? Do you know if you want to have them fill out a lead form or perhaps just send them on their way?
These are all things that can be considered questions that your appointment setting CRM software will be able to answer for you. Will salespeople still need to use the power dialer in order to make sure that every call they place is answered? Will your sales reps be able to use the appointment setting features of your CRM correctly? Can your salespeople input data from one particular module into another?
All these features can be controlled by your CRM software. You can turn off the auto-attendant feature if there are reservations or objections. You can turn off the messages generated by power dialers. You can take away objections simply by deleting the messages that are generating them. It really is quite amazing how much control you can gain over your appointment setters and your CRM by simply making a few simple decisions about what types of functionality you want.
Some CRM solutions will automatically remove the names of prospects that you do not wish to follow up with. Some appointment setters will allow you to customize pre-scheduled meetings or prospect calls so that they have as little intervention as possible. The more you can customize your appointment setting procedures, the more effective it will be for you as a business owner.