Sales Strategy

What is Outbound Sales? Process, Techniques, & Tools (2024)

Christina Miranda
LAST UPDATED
September 2, 2024
READING TIME
7 min.

Waiting for clients to just pop up can be frustrating.

Here’s all you need to know about outbound sales and how to set up your outreach strategy.

What are outbound sales?

Essentially, outbound sales are the sales process in which you reach out and contact leads to promote your business and close deals. You are first to initiate sales conversations, rather than waiting for them to come to you.

In this process, leads may be less aware of the business and it is likely that this a first contact.

In outbound sales, you establish a targeted prospecting strategy. Meaning you gather data and build a list of leads that may be interested in your product or service depending on aspects like interests, demographics, industry, job title, etc.

Your communication should be clear, understanding, personalized, and tailored to your leads and their pain points. Avoid being pushy or sales-y in your communication or you may lose their interest quickly.

With outbound sales, you need to take a persistent stance. This means you have to set up a schedule for each lead. Nurture your leads, send follow-ups, and interact across different platforms, so you can guide them through the sales funnel.

It’s also important to track your metrics, such as call volume, email open rates, reply rates, and conversion rates to measure the effectiveness of your outreach efforts and adjust your strategies accordingly.

Outbound sales can happen among different platforms including:

The most common outreach channel is email, as it offers a scalable and efficient way to engage with leads.

Emails can be used for prospecting, and reaching out to leads who haven’t engaged with your business. These cold emails aim to introduce the salesperson or company, establish rapport, and generate interest in the product or service.

Emails are a great platform for lead nurturing, where you can send follow-ups, additional resources, and demos of the product or service, and even set up meetings with calendar invites.

In outbound sales, effective email communication requires personalization, relevance, and timing to resonate with recipients and drive desired actions.

To create a more personal, and interactive approach, cold calling is definitely the way to go.

Before making your cold calls it’s important that you’ve researched your leads thoroughly so that you call them when they are working, but not too busy. Perhaps a few minutes after they’ve published something on LinkedIn.

Analyze your triggers and make sure you stick to them.

Emails or other messages can be easily missed, but they can be read at any time if you’ve contacted your leads when they were busy, or out of work. Which is why you need excellent timing for your cold calls.

69% of buyers accept cold calls from new providers.
  • Social media

Cold outreach does not have to occur necessarily  on formal or typical platforms.

In your outbound sales process you can also reach your leads on social media platforms such as Twitter or LinkedIn.

If you want some tips to write banging messages on LinkedIn, check this video out ⬇️

Importance of outbound sales in your business

Waiting for clients to just roll into your business may be a little bit too optimistic. It’s important to implement an outbound strategy to make your business and client list grow as much as possible.

Outbound sales offer a myriad of benefits, such as:

  • Targeted outreach

Outbound sales enable your business to target specific segments or demographics of your target audience.

By identifying ideal customer profiles and conducting targeted outreach, you can focus your efforts on prospects who are most likely to be interested in your products or services, increasing the efficiency and effectiveness of their sales efforts.

  • Scalability

Outbound sales strategies can be scaled to accommodate business growth.

Whether a business is looking to expand into new markets, launch new products, or increase market share, outbound sales can be scaled up to reach a larger audience and generate more sales opportunities.

  • Control over the sales process

With outbound sales, you have greater control over the sales process.

Sales teams can proactively manage leads, qualify prospects, and move them through the sales funnel at their own pace, rather than relying on inbound inquiries to drive the process forward.

By taking charge yourself and making things happen for your business, you can also feel empowered, and much more confident in your product or service.

  • Brand awareness

Outbound sales efforts, such as cold calling, email outreach, and networking, help to raise brand awareness and visibility in the marketplace.

By actively engaging with prospects and customers, you can increase your business brand presence and establish yourself as an industry leader.

By implementing effective outbound sales strategies, you will generate leads, close deals, and ultimately drive revenue and profitability.

Outbound sales vs inbound sales

While outbound sales require your business to take the first step in communication, inbound sales attract leads through organic traffic.

This means you have a wider approach. You are not targeting specific leads.

This can be done by posting on your blog, updating your webpage, hosting webinars, or regularly posting on LinkedIn.

This sales process requires research on market trends and common pain points that other people in your industry may go through regularly.

Leads will be the ones to initiate the first contact and when doing so they will likely have a brief understanding of who you are and what you can do for them, therefore they will have ready formed expectations about you.

However, even if these new leads contact you, you should not think that the job is done, as they will probably also be looking into your competitors.

The best course of action for your business is to combine both inbound and outbound sales strategies to make your business grow even further. Contact your leads, but don’t forget to be present in your industry so leads can also find you.

Define your outbound sales strategy

We can divide the outbound sales process into five simple stages.

Find your leads

First and foremost, who do you want to contact?

Before you start contacting everyone in a sales department, you should establish your buyer persona.

This is going to create a fictional buyer that represents your ICP. By doing this, you’ll target exactly the kind of persona that is most likely to be interested in doing business with you and will help you drive up your reply rates and your chances of closing more deals.

Use this ICP generator, to find out your ideal buyer persona. ⬇️

Once you’ve established the kind of lead you want to target, you can start searching.

You can conduct your own searches on LinkedIn, for example, or, even better, make use of a slamming lead database, where you will be able to use filters to track exactly the leads you need and add them to your lead list.

Qualify your leads and reach out to them

Not all of the leads you’ve found will have the same needs, therefore it is important to clean your list, making sure all contacts are verified and segment your list so that you can conduct a targeted outreach approach and contact them at the right time and with the right strategy.

You can use lemlist’s G-sheet to clean, enrich, and segment your email list.

Once you have all your leads organized, you can start sending out your first contact. In this first contact, you should focus on them first.

Congratulate them on any recent successes they may have had or let them know that you’ve spotted something that could be improved in their business.

You’re working on building a relationship from scratch here, so take a friendly yet professional approach.

Introduce your solution or pitch

Once you’ve made your first contact and located your lead’s pain point it’s time with hit them with your solution to their problem.

How can you help? What can you offer that will solve their problems?

You can offer a demo to explain your product or service or add social proof of how you helped others in a similar situation by including success stories and testimonials from other clients.

Check out 10 sales pitches you can use in cold outreach

When you send out your emails (or other messages), make sure you personalize your approach to give it a personal touch and make the lead feel that you have true and genuine interest in them, and they’re not just another name in your list.

With lemlist, you can include personalized text, images, videos, landing pages, and liquid syntax.

Seal the deal

Carry out continued communication.

At times, leads may lose interest at some point in the sales funnel, so be aware and find the right moment to re-engage lost leads.

Make sure your leads feel supported through the entire process and include links to a good calendar, like lemcal, to schedule and manage all of your tasks so that you don’t lose sales opportunities.

After you’ve sealed the deal, don’t forget about your clients. Include them in newsletters and be there for them.

Tools and tips for outbound sales

Carrying out an outbound sales process by yourself can be daunting, time-consuming, and pretty much fruitless.

So investing in a good outreach tool is crucial. At lemlist we’ve analyzed over +35 cold email software to help you make an informed decision.

So, how can you set up a successful outbound strategy?

  • Know your target audience

Before reaching out to prospects, thoroughly research and understand your target audience. Identify their pain points, needs, and preferences to tailor your messaging effectively.

  • Craft compelling and well-structured messages

Write personalized and compelling messages that resonate with your target audience.

Highlight the value proposition of your product or service and clearly communicate how it addresses their specific challenges or goals.

Structure your emails properly so that you guide your leads through them swiftly.

Provide value in every interaction with prospects, whether it's sharing relevant industry insights, offering free resources or consultations, or providing solutions to their challenges.

  • Follow up consistently without badgering your leads

Persistence pays off in outbound sales.

Follow up with your leads consistently but respectfully, making sure that you separate your communication accordingly.

Keep the conversation going and provide valuable insights or resources to stay top of mind.

  • Focus on building a relationship with your leads

Building trust with prospects is crucial in outbound sales.

Take the time to establish a genuine connection, listen to their needs, and position yourself as a trusted advisor.

When reaching out to your cold leads, avoid an aggressive and sales-y approach. This could lead to being viewed as spam

  • Go multichannel

Don't rely on just one communication channel.

Experiment with a mix of channels such as cold calling, email outreach, social media engagement, and networking events to reach your leads where they are most receptive.

  • Track and measure your performance

Use sales analytics and tracking tools to monitor the performance of your outbound sales efforts. Track key metrics such as conversion rates, reply rates, and pipeline velocity to identify areas for improvement and optimize your strategies accordingly.

Continuously gather feedback, analyze results, and adjust your approach based on what works best for your target audience.

Key takeaways

Now you know what an outbound sales strategy can do for you and your business:

→ Build brand awareness

→ Reach more leads

→ Targeted outreach

→ Close more deals

→ Have control over your sales process

So start your 14-day free trial with lemlist and starting reaching out to your leads and watch your business skyrocket 🚀

Christina Miranda
Content creator and translator @ lempire
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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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