Sales Strategy

Top 2024 techniques and tools for B2B Sales prospecting

Mihaela Cicvaric
LAST UPDATED
May 3, 2024
READING TIME
7 min.

In today’s competitive and saturated market, B2B sales prospecting, aka the ability to identify, engage, and convert potential customers, is what sets thriving businesses apart.

Even though the concept of prospecting may sound straightforward, not just any strategy will get you new clients!

Sales prospecting requires a combination of wisely chosen methods combined with innovative approaches adapted to your industry.

Whether you’re a pro salesperson or just starting with your business, familiarizing yourself with the top B2B sales prospecting techniques is a must.

So let’s dive into this comprehensive guide as go through 8 best techniques and tools that every salesperson needs to form relationships and make deals.

What is B2B Prospecting?

Simply put, B2B prospecting is the process of identifying potential customers, or prospects, for your business. It involves researching, reaching out, and engaging with potential clients to convert them into paying customers.

This process is critical in maintaining a healthy sales pipeline and ensuring a steady stream of revenue for your business.

The Importance of B2B Prospecting in Modern Business

Here are a few reasons why the significance of B2B prospecting in today's business environment cannot be overstated:

→ Customer acquisition: Prospecting is the first step in the customer acquisition process. It helps businesses identify potential customers and engage them in meaningful conversations.
→ Revenue generation:
Without a steady stream of prospects, businesses can't generate new sales and grow their revenue.
→ Business growth:
Prospecting is critical for business growth. It helps businesses expand their customer base and enter new markets.

The Background of B2B Sales Prospecting

The connection of sales and marketing in prospecting

In the realm of B2B sales prospecting, the roles of sales and marketing are deeply connected.

It's a collaborative effort where marketing provides high-quality leads, and sales convert these leads into customers. This sales-marketing alignment is crucial for effective prospecting and achieving business growth.

Differences between inbound and outbound prospecting

Understanding the difference between inbound and outbound prospecting is vital for any business.

Inbound prospecting involves attracting prospects through content marketing, social media, SEO, and other strategies. It's about drawing in the ideal customer who is already seeking solutions that your business offers.

On the other hand, outbound prospecting involves reaching out to potential customers directly. This could be through cold calling, email marketing, or direct mail. The ideal customer for outbound prospecting is one who may not be actively seeking your solutions but would benefit from them.

Understanding the buyer journey in B2B prospecting

The buyer journey is a critical component of B2B prospecting:

  1. It starts with the identification of individuals or businesses that may have an interest in your product or service.
  2. The next stage involves nurturing these leads through various marketing and sales tactics until they become prospects or show a clear interest in making a purchase.
  3. The final stage is the conversion of these prospects into customers.

Understanding this journey can help businesses tailor their prospecting strategies and increase their sales success.

How To Find prospects for B2B sales

Before reaching your to your prospects, you need to identify them.

Here are some steps and techniques to guide you:

1. Define your Ideal Customer Profile (ICP)

1. Open the ICP template and make a copy

2. Find a source of your ICP data

→ Don’t have a product-market fit (PMF)?

  • Look up traffic volumes on the pains you are trying to solve. You can use tools like Ubersuggest or Ahrefs to do that.
  • Hang out in communities or platforms such as Facebook, Reddit, Quora, Slack, Circle, Discord, etc., to see if people have the problem you’re trying to solve.
  • Build multiple ICPs (using the templates above) based on your assumptions. You created the business in the first place to solve a problem. Who might have this problem?
  • Reach out to 100 people from each ICP (aim at having 10 to 30 on the phone from each ICP) to network with them, ask them for feedback, and see if they are experiencing the problem that you are solving.

→ You have a product market fit?

  • Map out your existing customers. Be aware that not all of your clients are ideal clients, but it is still super useful to understand what type of customers you serve.

3. Collect and Fill Out ICP's Data

Try to cover all of the following questions (answers might be different from one ICP to another):

Company information:

[ ]  What is the company's size?
[ ]  What is the company's industry?
[ ]  What is the company's revenue?
[ ]  What is the company's growth?
[ ]  What is the company's location?
[ ]  What is the lifetime value (LTV) of your product or service?
[ ]  What is their net promoter score (NPS)
[ ]  What tools does the company use?
[ ]  You can use tools like BuiltWith or Wappalyzer‍ You can use job descriptions

People’s information:‍

[ ]  What are their pain points?
[ ]  What value proposition do you have for them?
[ ]  Who is the end user?
[ ]  Who is the manager?
[ ]  Who is the decision maker?
[ ]  Why do they need you? (use their words)
[ ]  What are their professional goals? (e.g. increasing the company revenue by X%)
[ ]  What are their personal goals? (e.g. having a promotion in the next X months)
[ ]  What will hold them back?
[ ]  When do they need you?
[ ]  Find triggers that can help you reach out at the right time
[ ]  How important and urgent is the pain?

Define Your ICP With AI

You can speed up the process of defining your business’ ideal customer profile with lemlist free ICP generator.

All you need is your value proposition and your product or service description.

lemlist ICP generator will create for you 3 personas that you can download, analyze, and use to personalize email copy, increase reply rates, get more LinkedIn connections, and make the most out of your cold outreach efforts.

2. Prioritize Your ICPS into Tiers

Once you have completed your ideal customer profiles, order them into tiers.

→ Tier 1 will be the ICP that will bring you the most revenue,
→ Tier 2 will be in-between,
→ Tier 3 will be the ICP that brings you the least revenue.

Structuring your ICPs into tiers helps you get your priorities straight and shows you where to spend most of your time.

For example, you would want to focus more on writing the email copies for the tier 1 persona since they will bring more revenue.

👉 You can access a complete guide to defining your target audience here and ensure you target prospects that will bring you the most $$$

‍3. Find your prospects’ verified data

Now that you have found relevant leads, you have to collect them from LinkedIn (AKA scrape them).

You have a lot of tools that can do that, but lemlist’s Email Finder and Verifier might be the easiest to use.

Thanks to the waterfall enrichment method, Email Finder and Verifier combines the best third-party data sources to give you 40-55% more valid emails.

This is the equivalent of asking 6 different providers for up-to-date leads’ information without navigating and subscribing to multiple apps.

https://assets-global.website-files.com/5de921a1902d8d39a699f77e/64b56e3982add598b8069b2f_ezgif.com-gif-maker (10) (1).gif

👉 In this article, you can find a full list of tools that can help you find ideal contacts!

Now, here it is! You have officially built an email list of qualified prospects. Next, you want to reach out to them.

How do you prospect B2B leads?

Outbound B2B Sales Prospecting Techniques

1. Cold calling as a Prospecting Method

Cold calling involves initiating conversations with potential leads to introduce a product, service, or solution, aiming to convert these leads into opportunities and, eventually, customers.

Best Practices:

  • Research: Before picking up the phone, have a clear understanding of the business you're calling, their industry challenges, and the person you're speaking to.
  • Time Your Calls: Research suggests certain times, like mid-morning or mid-afternoon, which will boost better results. Avoid calling at the very start or end of a workday.
  • Clear Pitch: Your opening should quickly convey the value you're offering without sounding overly salesy.
  • Engaging Questions: Instead of a monologue, engage your lead with questions that confirm their needs or challenges relevant to your offering.
  • Use a Script, but Flexibly: While it's good to have a script to structure your call, sounding too rehearsed can be off-putting. Adapt based on the conversation's flow.
  • Follow Up: If a prospect shows interest but isn't ready to commit, ensure you have a system to follow up later.
  • Rejection Management: Be prepared for objections and have strategies in place to handle common pushbacks.

Advantages of Cold Calling in B2B Prospecting:

  • Direct Contact: You get immediate feedback and can directly handle objections or questions.
  • Builds Personal Connection: Voice communication often builds a stronger personal connection than written forms.
  • Controlled Messaging: You control the narrative and can adapt in real-time based on the conversation.

Challenges of Cold Calling in B2B Prospecting:

  • Fear of Rejection: Cold calling often involves rejection, which can be discouraging. Training and mindset shifts can help manage this aspect.
  • Resource Intensive: It takes time and effort to make multiple calls, and many of those might not lead to opportunities.
  • Regulatory Compliance: There are regulations governing unsolicited calls, such as the "Do Not Call" registry. B2B businesses should familiarize themselves with these to avoid potential penalties.

👉 To help you make a cold call that will help you build relationships and make deals, check out this ultimate cold calling guide (with bonus outreach sequence!).

2. Crafting effective outbound emails

Unlike inbound marketing where businesses attract leads to come to them (often via content marketing), outbound emails are a form of direct outreach, attempting to spark interest or action from the recipient without prior contact.

Best Practices:

  • Targeted Lists: Curate email lists based on ideal customer profiles. Using tools, research, or purchasing high-quality lists can ensure you're reaching the right audience.
  • Personalization: Generic emails often get ignored. Tailoring your emails to address the specific needs or interests of the recipient increases engagement rates.
  • Value Proposition: Clearly articulate what's in it for them. Whether it's a solution to a problem or a potential growth opportunity, make the value immediately apparent.
  • Clear Call to Action (CTA): Whether it's scheduling a demo, exploring a partnership, or simply initiating a conversation, a clear CTA guides the recipient on the next steps.
  • Follow-up: A single email might not get a response, but a well-timed follow-up can increase your chances of engagement. Use tools or set reminders to manage follow-ups.
  • Avoid Spam Triggers: Overly promotional language, heavy graphics, or certain keywords can land your email in spam. Familiarize yourself with these triggers and avoid them.

Benefits of Outbound Emails in B2B Prospecting:

  • Scalability: With the right tools, outbound emailing can be scaled to reach a large number of prospects in a short time.
  • Control: You dictate the timing, messaging, and target audience, allowing for precise strategy execution.
  • Direct Engagement: Unlike passive forms of marketing, outbound emails actively engage the recipient, boosting immediate interactions.

Challenges of Outbound Emails in B2B Prospecting:

  • Reputation Management: Sending too many emails or targeting irrelevant prospects can lead to being flagged as spam, affecting deliverability rates in the future.
  • Data Privacy Laws: Regulations like GDPR or CAN-SPAM act mandate businesses to adhere to specific guidelines when sending unsolicited emails. Ensure compliance to avoid potential legal pitfalls.

👉 To figure out how to write cold emails that get replies, check out this ultimate step-by-step guide and book more meetings!

3. Social Selling and The Use of LinkedIn for Sales Prospecting

At its core, social selling is about building and nurturing genuine relationships online, primarily through social media channels. It moves beyond traditional sales tactics by focusing on engaging with potential customers in their digital spaces, providing value, and fostering trust.

Why Social Selling is Important for B2B Sales Prospecting:

  • Reach and Engagement: Social media platforms boast billions of users. Many decision-makers and business professionals use platforms like LinkedIn, Twitter, and even Facebook for professional reasons.
  • Trust Building: Engaging with prospects on social platforms can build trust before a formal sales approach. Sharing valuable content, commenting on industry news, or even simply engaging in meaningful conversations can position a salesperson as a trusted advisor.
  • Insights and Listening: Social media provides a unique window into a prospect's needs, challenges, and preferences. Monitoring discussions, shares, and comments can offer vital insights.

Social Selling Best Practices:

  • Choose the Right Platform: For B2B, LinkedIn is often the go-to platform, but Twitter, Facebook, and even Instagram can be effective, depending on the industry and target audience.
  • Personalize Your Profile: Ensure that your social media profiles are professional and reflect your role. A clear photo, detailed bio, and evidence of industry involvement can make a difference.
  • Share and Create Valuable Content: Regularly share industry news, insights, and even your company’s content. Over time, this positions you as a knowledgeable resource in your domain.
  • Engage, Don’t Just Broadcast: Respond to comments, engage in discussions, and actively participate in industry groups or forums. This two-way engagement is central to social selling.
  • Leverage Advanced Search and Tools: Platforms like LinkedIn offer advanced search capabilities to pinpoint potential leads. Tools like LinkedIn Sales Navigator can further refine this process.
  • Monitor and Analyze: Use analytics to understand which activities generate the most engagement and adjust your strategies accordingly.

👉 To help you get started with LinkedIn prospecting, check out this guide and convert LinkedIn networking into sales opportunities!

4. Boost Sales Prospecting with B2B Sales Candances

Sales cadences, often referred to as "sales sequences" or "follow-up strategies," play a critical role in B2B sales prospecting.

A sales cadence is a strategic sequence of outreach activities, like emails, calls, and social interactions, designed to engage potential B2B customers. It ensures regular and timely engagement with leads, combining different prospecting methods and personalization.

Best Sales Candence Practices:

  • Go Multichannel: A robust cadence often integrates emails, calls, social media outreach, and other touchpoints to engage the prospect from various angles which boosts your success chances.
  • Timing and Frequency: It’s crucial to determine the optimal intervals between touchpoints. For instance, an initial follow-up might be after two days, then four days after the previous contact, and so on.
  • Content Variation: Avoid sending repetitive or identical messages. Each touchpoint should provide fresh, valuable content to the prospect. In this guide, find 9 follow-up email templates that will help you get more replies.

Advantages of Sales Cadences in B2B Prospecting:

  • Consistency: Having a defined strategy ensures that no lead is neglected or overly pestered.
  • Efficiency: Sales reps can manage their time better, focusing on leads who are most responsive.
  • Better Results: By contacting your prospects on their preferred channel you increse your reply chances!

Sales Candence Challenges:

  • Risk of Over-Automation: Relying too heavily on automation can make outreach feel impersonal or robotic, which can deter prospects. That’s why you can use lemlist’s advanced conditions that automatically adjust your sequence based on your prospects’ interactions with your campaign.
  • Balancing Persistence with Respect: It’s a fine line between being persistent and becoming annoying. It’s crucial to recognize when to back off. Here’s your guide on the ideal amound and frequence of sales follow-ups.

Here are some of the sequence steps you can add to your outreach campaign to increase your reply chances:

→ LinkedIn steps

  • LinkedIn profile visits: to increase the chances of prospects accepting your connection request
  • LinkedIn invites: to expose your personal brand and get in touch more easily
  • LinkedIn messages: to remind them of your message and stay on the top of their mind

👉 If you’re unsure how to break the ice on LinkedIn, check out this article and get free messaging tips to boost your reply rates

→ Cold call: to build rapport directly with your prospects

👉 Get tips from this cold-calling guide to create personal connections with your prospects and overcome objections via cold calls

Other specific actions to get your leads’ attention (e.g., comment on their post, etc.)

P.S. In our multichannel masterclass, you can find exclusive strategies and templates to replicate in your next campaign and book meetings with 17-30% of your prospects!

Lead Generation via Inbound Marketing Techniques

5. Paid advertisements

Paid advertising refers to the practice of sponsoring content, be it through search engines, social media platforms, or other digital channels, to elevate brand visibility and attract potential business clients. The main difference is that companies pay for ad placements rather than relying solely on organic reach.

Primary Platforms for B2B Paid Advertisements:

  • Google Ads: Google's advertising platform allows businesses to display ads on search results, partner websites, and YouTube. Particularly effective are search ads that appear when users input specific keywords related to B2B services or products.
  • LinkedIn Ads: Given its professional demographic, LinkedIn stands as a prime platform for B2B paid advertising. Ads can be displayed in various formats, from sponsored content in the feed to direct sponsored messages.
  • Facebook & Instagram Ads: Although more popular for B2C, these platforms can be beneficial for B2B, especially when targeting small business owners or specific industry professionals.
  • Twitter Ads: Promoted tweets and tailored audiences allow businesses to reach a broader audience or target specific user segments.

Paid Advertisements Best Practices:

  • Audience Segmentation: One of the paramount strengths of paid advertising is the capability to target ads based on demographics, job titles, industries, and even user behavior.
  • Retargeting: By using retargeting, businesses can display ads to users who have previously visited their website, enhancing the chances of conversion.
  • Keyword Research: For platforms like Google Ads, comprehensive keyword research can ensure ads are displayed for relevant search queries.
  • A/B Testing: It's vital to test various ad creatives, headlines, and call-to-actions to determine what resonates most with the target audience.
  • Budget Management: Establish clear budgets for campaigns, and adjust based on the ROI of specific ad sets.

Advantages of Paid Advertisements in B2B:

  • Immediate Visibility: Unlike organic strategies, which take time to build traction, paid ads offer instant visibility.
  • Precise Targeting: Paid ads allow businesses to reach specific user segments, ensuring that content is displayed to potential leads.
  • Flexibility: Easily adjust campaigns based on performance data, allowing for optimization on-the-fly.

Challenges of Paid Advertisements in B2B:

  • Costs: Without proper management and targeting, advertising budgets can quickly be exhausted without achieving the desired results.
  • Over-reliance: Solely depending on paid strategies and neglecting organic growth can lead to an unsustainable marketing model.

6. Email Marketing

Email marketing remains one of the most powerful techniques for B2B sales prospecting. When executed correctly, it offers a personal, scalable, and cost-effective way to engage potential business clients.

Benefits of Email Marketing in B2B Sales Prospecting:

  • Direct Communication: Email allows you to communicate directly with decision-makers or influencers within a target organization.
  • Cost-Effective: Once an email list is built, reaching out to hundreds or even thousands of prospects is relatively inexpensive.
  • High ROI: With proper segmentation and personalization, email marketing has one of the highest returns on investment of any marketing strategy.
  • Measurable: Email platforms offer analytics that provide insights into open rates, click-through rates, and engagement, allowing for continuous optimization.

Best Practices for B2B Sales Prospecting via Email:

  • Segmentation: Group your email list based on specific criteria like industry, company size, or previous interactions. Tailored messages to specific segments tend to yield better results.
  • Personalization: Address the recipient by name and craft content that speaks to their specific needs, challenges, or interests.
  • Value Proposition: Clearly articulate the benefits of your product or service. What problem does it solve? How is it different or better than other solutions?
  • Clear Call to Action (CTA): Every email should have a clear and compelling CTA, whether it's to book a demo, read a case study, or simply reply to the email.
  • Mobile Optimization: Many professionals check emails on mobile devices. Ensure your emails are mobile-friendly and display correctly across various devices.
  • Avoid Being Spammy: Respect the frequency preferences of your prospects. It's essential to provide value in each email and not just push for a sale.
  • AB Testing: Test different versions of your emails (like different subject lines or CTAs) to see which ones resonate best with your audience.

7. Content Marketing – Fully Utilizing Content to Capture Prospects

Content marketing is the creation and distribution of informative, relevant material to attract, engage, and convert potential business customers. Unlike direct advertising, content marketing seeks to provide genuine value to prospects, positioning the company as a thought leader and trustworthy partner in its field.

Importance for B2B Sales Prospecting:

  • Education and Awareness: High-quality content can educate potential buyers about industry trends, challenges, and solutions, often introducing them to new perspectives or solutions they hadn't considered.
  • Lead Generation: Through gated content, like whitepapers or webinars, businesses can capture contact details of interested prospects.
  • SEO Benefits: Consistently publishing fresh, relevant content can boost search engine rankings, making it easier for potential clients to find your business.
  • Trust and Credibility: Sharing insights, research, and expertise builds trust with potential clients, showing that your company understands their industry and challenges.

Types of Content to Test Out in B2B Sales Prospecting:

  • Blogs: Regularly updated articles discussing industry trends, challenges, and insights can position your business as a trusted resource.
  • Whitepapers and eBooks: These deep dives into specific topics not only provide immense value but can also be used as gated content to generate leads.
  • Case Studies: Real-world examples of how your product or service helped a client can be persuasive tools.
  • Webinars: Live sessions or workshops addressing industry-specific topics can help engage and nurture potential leads.
  • Videos: From product demos to interviews with industry experts, videos can offer dynamic ways to present information.
  • Infographics: These visual tools can simplify complex data or concepts, making them easily digestible.

Best Practices:

  • Know Your Audience: Tailor your content to address the specific needs, challenges, and interests of your target audience.
  • Consistency: Regular publishing creates an expectation and trust among your audience.
  • Promotion: Simply creating content isn't enough. Use email marketing, social media, and even paid ads to ensure your content reaches its intended audience.
  • Engage with the Audience: Respond to comments, encourage discussions, and be receptive to feedback.
  • Analyze and Adjust: Monitor how your content is performing using analytics tools. Understand what's working and adjust your strategy accordingly.

8. Social media as a powerful tool for prospecting sales

Social media platforms enable businesses to connect with potential leads, industry professionals, and other businesses in real-time. Through strategic content sharing and engagement, companies can foster relationships, demonstrate expertise, and ultimately guide prospects down the sales funnel.

Key Platforms for B2B Prospecting:

  • LinkedIn: A haven for professionals, LinkedIn is arguably the most potent platform for B2B interactions. Its features allow for targeted content sharing, direct outreach, and engagement with industry-specific groups.
  • Twitter: This platform is ideal for real-time updates, sharing industry news, and joining relevant conversations through hashtags.
  • Facebook: While more B2C-centric, certain B2B industries can benefit from a professional Facebook presence, particularly through targeted ads.
  • Instagram: A more visual platform, Instagram can be effective for industries with compelling visuals or for showcasing company culture.
  • TikTok: Video platform where brands can not only showcase products and services but also personality and connect on more meaninful level with their target audience.

Techniques and Best Practices:

  • Content Sharing: Distribute relevant articles, case studies, videos, and infographics to showcase your company's expertise.
  • Engagement: Participate in conversations, reply to comments, and proactively engage with posts from industry influencers or potential clients.
  • Join Groups and Forums: On platforms like LinkedIn, joining industry-specific groups can provide access to discussions and networking opportunities.
  • Use Ads Strategically: Platforms like LinkedIn and Facebook offer targeted advertising options, allowing you to reach specific demographics, industries, or job roles.
  • Monitor and Respond: Use social listening tools to keep track of mentions, industry trends, or discussions where your company can offer insights.
  • Consistency: Regular posting and engagement are vital. A dormant profile can reflect poorly on the company's digital savviness.

Benefits of Social Media Prospecting in B2B:

  • Real-time Engagement: Interact with leads and clients in real-time, allowing for timely responses and relationship-building.
  • Brand Awareness: Consistent presence and engagement can significantly enhance brand visibility within the industry.
  • Insights and Analytics: Most platforms provide detailed analytics, offering insights into audience engagement, post performance, and ROI.

Challenges of Social Media Prospecting in B2B:

  • Measuring ROI: Tracking the return on investment (ROI) for B2B social media prospecting can be complex due to the longer sales cycles and multiple touchpoints involved.
  • Staying Updated: The social media landscape is continuously evolving. New platforms emerge, algorithms change, and user behaviors shift. B2B marketers need to stay updated to ensure their prospecting strategies remain effective.

Which platforms are best for B2B prospecting?

Here are 5 major advantages of using technology in B2B sales prospecting are:

  1. they can significantly reduce the time involved in the prospecting process
  2. automation tools can handle tasks like sending follow-up emails, scheduling calls, and updating customer records, freeing up your time to focus on more strategic activities
  3. prioritize your prospects based on their likelihood to convert, enabling you to focus your efforts on the most promising leads
  4. provide you with real-time insights into your prospect's behavior, helping you respond more quickly and effectively.
  5. significantly enhance your B2B sales prospecting efforts, making them more efficient and effective

There are numerous tools available today that can streamline and enhance your prospecting efforts.

That’s why we curated top ones to help you automate repetitive tasks, manage your prospects and leads, track your performance, and much more:

1. Use lemlist to find, contact and convert your leads - all from 1 place!

lemlist offers a comprehensive suite of tools and strategies designed to enhance B2B sales prospecting.

By focusing on personalization, automation, and delivering genuine value, lemlist aims to increase the effectiveness of your outreach efforts and drive more meaningful engagements with potential clients.

→ Access millions of potential buyers in the biggest AI-powered lead database
→ Get their verified emails with a single click thanks to Email Finder and Verifier
→ Use lemlist’s AI to send fully custom multichannel campaigns in seconds
→ Track your results to double down success & accelerate your sales process like never before!

2. Use lemwarm to ensure your outreach doesn’t land in spam folder

In the realm of B2B sales prospecting, where email outreach remains a dominant strategy, ensuring emails reach the intended recipient is a must.

lemwarm offers a solution to the challenges of email deliverability, providing an automated means to enhance domain reputation and increase the chances of meaningful engagement with potential clients.

Combined with high-quality outreach content and targeted lists, it can be a powerful tool for any B2B salesperson.

→ automatically send warm-up emails
→ reduce the risk of your domain getting blacklisted by email providers
→ improve domain’s reputation leading to a higher probability of your sales emails reaching the primary inbox

3. Use lemcal to Book More Meetings with Improved Scheduling Experience

lemcal offers a comprehensive solution for B2B sales prospecting by streamlining the meeting scheduling process, reducing no-shows, and allowing businesses to make a strong brand impression. Its integration capabilities and user-friendly features make it a valuable tool for sales professionals looking to optimize their prospecting efforts.

→ schedule meetings on autopilot, eliminating the back-and-forth typically associated with setting up appointments
→ showcase your brand on a personalized booking page to increase attendance and make each meeting more impactful
→ integrate seamlessly with platforms like Google Meet, Microsoft Teams, and Zoom.

4. Use Taplio to make build personal brand

Taplio offers a suite of tools tailored for LinkedIn, making it a powerful asset for professionals engaged in social selling and prospecting. Its features are designed to amplify online presence, engage potential leads, and convert interactions into tangible business opportunities.

→ craft engaging LinkedIn content with AI to attract potential clients and establish as an industry thought leader
→ schedule your LinkedIn posts, ensuring a regular presence on without daily manual posting
→ access over 3 million enriched LinkedIn profiles, and add them directly to your outreach tool

5. Enhance Social Selling with Tweethunter

Tweethunter is an all-in-one, AI-powered Twitter tool designed to help users grow and monetize their Twitter audience, aiming to achieve sales, growth, and expanded networks.

→ search for high-performing tweets by keyword or handle to understand what content drives engagement
→ Receive daily personalized tweet suggestions, rewrite tweets, and get ideas for tweets and threads
→ Automatically send DMs to users who interact with your tweets, ideal for distributing resources or offers

FAQs in B2B Sales Prospecting

What is the difference between a lead and a prospect?

A lead is a contact who has shown some interest in your company or product but may not be ready to buy. On the other hand, a prospect is a lead who has been qualified as fitting your ideal customer profile and is likely to become a customer.

Is B2B prospecting just about making sales?

While the ultimate goal is to convert prospects into customers, the process involves much more. It's about building relationships, understanding your prospects' needs, and providing value.

Who conducts B2B sales prospecting?

B2B (Business-to-Business) sales prospecting is conducted by several roles within a company or its sales organization. Here are the primary roles that engage in B2B sales prospecting:

→ Sales Representatives (or Sales Reps):

Sales reps, especially those in the field, engage in prospecting to find and qualify potential new customers. They often use various methods, including cold calling, networking events, and online research, to identify these potential leads.

→ Sales Development Representatives (SDRs):

SDRs (also known as Business Development Representatives or BDRs in some organizations) primarily focus on the top of the sales funnel. Their main responsibility is to generate and qualify leads. They set up initial meetings or calls after ensuring the lead fits the target customer profile.

→ Account Executives (AEs):

While AEs primarily focus on closing deals, they can also be involved in prospecting, especially in smaller organizations or situations where they are targeting high-value accounts.

→ Inside Sales Teams:

These teams, usually located at the company's office rather than out in the field, focus on reaching out to potential customers through phone calls, emails, and other digital means. They might either close the sale themselves or pass the qualified lead to an outside sales rep or account executive.

→ Marketing Teams:

While they don't engage in direct sales, marketing teams play a critical role in prospecting by generating inbound leads. They use content marketing, social media campaigns, webinars, SEO, and other tactics to attract potential customers.

→ Sales Operations or Analytics Teams:

These teams often support prospecting efforts by providing data, insights, and tools. They might identify industries, regions, or companies that are ripe for outreach based on market research and data analysis.

→ Channel Partners and Resellers:

In some B2B models, channel partners or resellers might conduct their own prospecting to find end-users for a company's product or service.

→ Founders and C-Level Executives:

Especially in startups or smaller companies, senior executives might be involved in sales activities, including prospecting. Their authority and expertise can be particularly effective in reaching out to high-level decision-makers at prospective customer companies.

→ Dedicated Prospecting or Lead Generation Agencies:

Some companies outsource the task of prospecting to specialized agencies. These agencies have the tools, expertise, and resources to generate a list of qualified leads, which the company's sales team can then pursue.

Regardless of the specific role, effective B2B sales prospecting requires a deep understanding of the target market, the ability to identify and engage potential customers, and the skills to qualify leads efficiently.

The Ultimate Resource Guide for B2B Sales Prospecting

For those eager to go deeper into the world of prospecting, there are numerous books, podcasts, blogs, and online courses that offer invaluable insights.

Some top recommendations include the books "Predictable Revenue" by Aaron Ross and "Fanatical Prospecting" by Jeb Blount, as well as the podcasts "Sales Gravy" and "The Brutal Truth About Sales & Selling".

Moreover, several online platforms offer comprehensive training courses on sales prospecting. Websites like Coursera, Udemy, and LinkedIn Learning offer a wide range of courses tailored to different experience levels and learning styles.

Lastly, don't forget the power of learning from others. Join online communities of sales reps, attend industry events, and engage in discussions with your peers. These interactions can provide you with fresh perspectives and practical tips to enhance your prospecting efforts.

Conclusion

Remember, B2B sales prospecting is a continuous journey of learning and adaptation. By leveraging these techniques and staying committed to your growth, you can truly master the art of prospecting and drive remarkable results for your business!

When doing B2B sales prospecting, keep in mind the importance of personalization, use of data for segmentation, the balance between outbound and inbound strategies, and the role of technology in optimizing your prospecting efforts.

Regularly revisit these principles and adapt them to your unique context and objectives, and keep boosting your sales!

Mihaela Cicvaric
Content Marketing Manager @ lempire | Sharing everything you need to get replies to your cold emails
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G2 Rating
Price
Best for
Standout feature
Con
4.9
star
star
star
star
star
$30/mo
$75/mo
$2,999/mo
Large, distributed sales teams
AI evaluation precision, gamified KPIs
Lack of tracking system
4.6
star
star
star
star
star-half
Not publicly available
Sales operations and finance teams
Powerful configurability
Limited training resources and complex to navigate
4.4
star
star
star
star
star-half
Not publicly available
Mid-market and enterprise businesses
Comprehensive incentive management
Potentially high cost and steep learning curve
4.7
star
star
star
star
star-half
$15/user/mo
$40/user/mo
Enterprise: custom price
Complex sales structures and businesses of all sizes
Complex sales structures and businesses of all sizes
Steep learning curve
4.6
star
star
star
star
star-half
Not publicly available
Collaborative teams
Connected planning
Complexity and steep learning curve
4.6
star
star
star
star
star-half
Not publicly available
Companies with complex sales structures
Complex incentive compensation management (ICM) with high efficiency and accuracy
Complexity for smaller teams and potentially high costs
4.7
star
star
star
star
star-half
Not publicly available
Companies who want to automate commission calculations and payouts
Simplicity and ease of use
Lack of features like redirection
4.7
star
star
star
star
star-half
$30/user/mo
$35/user/mo
Custom: upon request
Businesses that need a comprehensive and user-friendly sales compensation management software
Ease of use and adoption
Lack of ability to configure the product based on user needs
4.8
star
star
star
star
star-half
Not publicly available
Companies with modern sales culture and businesses who want real-time insights
A built-in dispute management and real-time visibility
Users say it works slowly, customer support is slow
4.9
star
star
star
star
star
$30/user/mo
$50/user/mo
Smaller sales teams
Powerful automation
Lesser user base and average user interface
4.7
star
star
star
star
star-half
Not publicly available
Companies with scalable needs
Automated Commission Calculations
Lack of filtering by date, no mobile app
ERP vs. CRM
ERP
CRM
Summary
Backbone of a business's internal operations.
Backbone of customer-centric interactions and operations.
Goal
To centralize and streamline core business processes in a company.
To increase customer experience, satisfaction and loyalty, and boost sales.
Focus
Internal operations and processes across departments (finance, accounting, inventory, supply chain, HR, and sales).
All interactions with leads and customers.
Manages
Internal business data like financial data, inventory levels, production details, supply chain, HR info.
All customer data like contact info, purchase history, communication history, customer preferences and more.
Users
Finance, accounting, operations, supply chain, and HR departments.
Customer-facing teams like sales, marketing, and customer service.
Benefits
Streamlines operations, improves data accuracy, enhances decision-making, boosts collaboration, increases productivity.
Improves customer relationships, increases sales, strengthens customer service, personalizes marketing campaigns, provides insights.
Price
$150 per user per year on average.
$10 to $30 per user per month on average.
PRM Tool
Rating
Feature
Pro
Con
Mobile App
Integrations
Free Plan
Pricing
4.65
star
star
star
star
star-half
Org-wide alignment
User-friendly layout and database
Suboptimal as a personal CRM
square-check
Lack of tracking system
square-check
Team: $20/month
Business: $45/month
4.7
star
star
star
star
star-half
Social Media Integration
Easy contact data collection
No marketing/sales features
square-check
Lack of tracking system
square-xmark
7-day trial
$12/month
4.75
star
star
star
star
star-half
Block Functions
High customization capability
Not a dedicated CRM
square-check
Limited
square-check
Plus: €7.50/month
Business: €14/month
N/A
Open-source
Open-source flexibility
Requires extensive manual input
square-xmark
Limited
square-check
Self-hosted
$9/month or
$90/year
3.1
star
star
star
Simple iOS app
Ideal for non-tech-savvy users
iPhone only
square-check
iOS only
Limited
square-xmark
1-month trial
$1.49/month or
$14.99/month
3.6
star
star
star
star-half
Smart Contact Management
Feature-rich and flexible
Reported bugs
square-check
Rich
square-xmark
7-day trial
Premium: $13.99/month
Teams: $17.99/month
4.4
star
star
star
star
star-half
Customizable Interface
Customizable for teamwork
Pricey for personal use
square-check
Rich
square-xmark
Standard: $24/member
Premium: $39/member
4.7
star
star
star
star
star-half
Integrated Calling
Integrated Calling
Too sales-oriented & pricey
square-check
Rich
square-xmark
14-day trial
Startup: $59/user/month
Professional: $329/user/month
4.8
star
star
star
star
star
Business Card Scanning
Business Card Scanning
Mobile only
square-check
Limited
square-check
$9.99/month
4.45
star
star
star
star
star-half
160+ app integrations
Comprehensive integrations
No free app version
square-check
Rich
square-xmark
14-day trial
$29.90/month or
$24.90/month (billed annually)
Capterra Rating
Free Trial
Free Plan
Starting Price (excluding the free plan)
Maximum Price (for the most expensive plan)
Best for
4.5
star
star
star
star
star-half
square-check
14-day
square-check
€15/month/seat billed annually
€792/month/3 seats billed annually + €45/month for each extra seat
Versatility and free plan
4.2
star
star
star
star
square-check
30-day
square-xmark
But it offers reduced price to authorised nonprofit organisations
€25/user/month
€500/user/month billed annually (includes Einstein AI)
Best overall operational CRM
4.3
star
star
star
star
star-half
square-xmark
square-check
Limited to 3 users
Comprehensive incentive management
€52/user/month billed annually
Small-medium businesses and automation
4.5
star
star
star
star
star-half
square-check
14-day
square-xmark
€14/seat/month billed annually
€99/seat/month billed annually
Sales teams and ease of use
4.1
star
star
star
star
square-xmark
square-check
Limited 10 users
$9.99/user/month billed annually
$64.99/user/month billed annually
Free plan for very small teams up to 10
CRM goal
Increase the sales conversion rate for qualified leads from marketing automation campaigns by 10% in the next 6 months.
SMART Breakdown
1. Specific: It targets a specific area (conversion rate) for a defined segment (qualified leads from marketing automation).
2. Measurable: The desired increase (10%) is a clear metric, and the timeframe (6 months) allows for progress tracking.
3. Achievable: A 10% increase is possible based on historical data and potential improvements.
4. Relevant: Boosting sales from marketing efforts aligns with overall business objectives.
5. Time-bound: The 6-month timeframe creates urgency and a clear target date.
Actions
Step 1: Refine lead qualification criteria to ensure high-quality leads are nurtured through marketing automation.
Step 2: Personalize marketing automation campaigns based on lead demographics, interests, and behavior.
Step 3: Develop targeted landing pages with clear calls to action for qualified leads.
Step 4: Implement lead scoring to prioritize high-potential leads for sales follow-up.
Step 5: Track and analyze campaign performance to identify areas for optimization.
Outcomes
Increased sales and revenue
Improved marketing automation ROI
Marketing and sales alignment
Data-driven marketing optimization
Table
CDP Software
CRM Software
Approach
Data-centric
Customer-centric
Focus
Interactions across various channels and touchpoints, both online and offline.
Sales, marketing, and customer service interactions.
Functionality
Automatically collects, organizes, tags, and makes data available in real-time.
Helps businesses track customer interactions, sales pipelines, prospects, and service requests.
Goals
Personalized customer experiences across all channels.
Better customer relationships, streamlined processes, and improved profitability.
Benefits
Data integration, management, and accessibility, allowing for detailed analysis and segmentation.
Better communication within teams and with customers by organizing information about customer interactions and history.
Data Handling
Handles both identified and anonymous data, stitches together various data points.
Deals primarily with identified customer data.
Use Cases
Personalized marketing campaigns, targeted advertising, content customization across multiple channels.
Managing campaigns and leads, enhancing customer service, providing better customer support, increasing customer satisfaction and loyalty.
Examples
Insider, Bloomreach, Salesforce Marketing Cloud CDP
HubSpot, Salesforce Sales Cloud Lightning Professional, and Zoho CRM
CRM
Free plan
Best feature
Best for
Con
1. HubSpot CRM
square-check
Sales automation
Sales teams
Up to 1,000 contacts
2. Insightly
square-check
Custom fields
Basic needs
Not enough info about the free plan
3. Agile CRM
square-check
Deal and sales pipeline tracking
Small teams
Up to 10 users
4. Zoho CRM
square-check
Lead and contact management
Businesses of all sizes
Limited to 3 users
5. ClickUp
square-check
Unlimited tasks and unlimited members
Personal use
Up to 100MB storage
6. EngageBay
square-check
Live chat
Small and midsize enterprises
Up to 1,000 branded emails per month
7. Bitrix24
square-check
Unlimited users and 5 scrum teams
Big teams
Up to 5GB of cloud storage
8. FreshSales
square-check
Easy to use and simple setup
Beginners
Up to 3 users
9. Mailchimp
square-check
Very beginner friendly
Marketing teams
Send up to 500 branded emails per month
Type of Affiliate Marketing
Unattached
Related
Involved
Format
Paid advertising
Social media or YouTube channels
Dedicated website or blog
Focus
Quick income
Your niche
Your audience
Engagement with your audience
square-xmark
square-check
square-check
square-check
square-check
Very close connection with your audience
Pro
Little effort
Higher credibility thanks to your niche
Long-lasting and scalable
Con
Paid ads cost a lot
Potential for bias since you don’t use the thing you promote
Require time, effort, and dedication

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