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THE POST COLD CALL ERA:
COMBINING INSIDE SALES TOOLS
WITH SOCIAL SELLING
EXECUTIVE SUMMARY
Using social networks such as LinkedIn have
proven to be impactful over the years for
sales professionals. Cold calling, though
revered by some, is quickly losing its ability
to get a decision-maker’s attention. Decision-
makers rarely pick up their phones from
unknown numbers, and voice mails are
quickly treated like unwanted distractions
and deleted.
There is a blend of the two worlds that
is rarely discussed, but that needs to be
addressed. On one side is the phone, a
tool that’s been used for decades. Probably
the single most effective tool for sales
professionals, the phone allowed them to
scale in unprecedented ways until email
came along. The issue that has come to
fruition is that the phone — and even email —
are interruptive tactics. While they do have a
success rate (though it’s declining), these are
the tools that traditional sales professionals
and leaders have come to trust.
On the other hand is social media.
Traditionally adopted by marketing, social
networks have been used as a broadcast
tool and more recently as a place to
build communities. When used by sales
professionals in the right way, social
networks become one of the most effective
applications to connect, communicate and
generate pipeline. Social selling is fairly new,
but the impact it is having around the world
has become more evident as companies are
able to attribute revenue to these activities.
Neither of these are mutually exclusive. A
sales professional can continue only using
the phone and dialing for dollars, or they
can go all-in with social networks such as
LinkedIn, and find some success there.
However, there is also a way these tactics can
be combined to maximize results.
The reality is that even though social selling
is highly effective, getting your decision-
makers on the phone is still necessary in
most sales cycles. Moving from online to
offline with efficiency is the key. With this
being true, sales professionals need to
become experts in both, and sales leaders
need to adopt new applications to ensure
the success of their teams.
In social selling, you need to leverage your
professional brand to identify the right
people and fill your pipeline by using insights
The science of social selling is
knowing the methodology of
leveraging both disciplines in a
process that identifies:
1.	 Decision-makers at scale and gets
you engaging with as many as
possible through social media; and
2.	 Funneling these decision-makers
into a bucket of highly qualified
buyers in order to maximize
your effectiveness.
The Post Cold-Calling Era | 2The Post Cold-Calling Era | 2
and building strong relationships. It all starts
with your professional brand, and there is no
other network designed to showcase your
brand more than LinkedIn. This is why having
a social selling methodology is so important
for sales executives to empower their teams
to be successful.
The idea is to use social signals as trigger
events to engage with decision-makers.
By socially surrounding these buyers, your
chances of seeing these triggers increases
exponentially, as does your proximity to
them if you build social capital. The goal is to
take the online conversations you are having
into the offline sphere in order to schedule
a meeting or a call that can further build the
relationship and move the sale along.
Building a bridge between social media and
your phone should be a strategy all sales
leaders focus on this year. Having a team of
sales professionals building relationships
by the hundreds online without having the
process in place to take those relationships
through the buying process offline is
a waste of energy. Relationships are
important, but they don’t bring in revenue
if your only actions are ‘likes’ and ‘shares’.
The winning strategy is one that combines
both and trains the sales professionals to be
buyer experts.
The Post Cold-Calling Era | 3The Post Cold-Calling Era | 3
LI: Why is combining inside sales
tools with social selling an important
tactic today?
ZS: Combining social selling with inside sales
tools helps sellers to be more informed and
build up their trusted advisor status online. It
is important to use social selling in the sales
process, because it helps place sellers closer
to the buyer in the earlier stages of the buying
process. Interjecting sales reps into the buying
process earlier helps organizations identify more
opportunities and establish and build awareness.
It also helps retain existing customers by using
technology to help stay in touch more easily.
LI: What is your advice for sales to get
buy-in for this strategy?
ZS: I would advise organizations to have an
integrated social-selling program that connects
sales, sales enablement, marketing and
operations. Establishing an integrated approach
will enable better employee adoption, aid
reporting for return on investment, and gain
commitment from other departments within
the business to help develop a successful
program and instigate social change within the
organization.
LI: What are some challenges
companies face in implementation?
ZS: Sometimes social-selling programs are
standalone and are not integrated within the
overall sales and marketing program, which
hinders adoption and implementation. Other
times, some companies will focus on a tool and
training rather than social change management.
A social-selling program should never be led
by a technology; you should put people first in
developing a successful social-selling program
and then establish policies, processes and
platforms (i.e., tools and technologies). Don’t
start social selling with a technology; start
with people, and you will be on the road to a
successful program.
LI: What would you recommend
companies do to overcome
those challenges?
ZS: To overcome these challenges, I would
recommend the following:
•	 Gather a cross-functional team to work on your
social-selling program with team members
from sales, marketing, sales enablement, and
marketing and sales operations.
•	 Focus your social-selling program on people.
Business is all about people, so put people
first in your program.
Start your social-selling program with a small pilot.
Make sure to identify social employees, develop
policies and processes, identify how you will
measure success and decide on one or two tools
you need to start your social-selling program. That
may mean starting with LinkedIn Sales Navigator,
for example. After that, set the pilot time frame
and measure everything you do.
ASK THE EXPERT
ZOE SANDS
Social Media And Enablement Manager, EMEA - Connected
Experience, Veritas Technologies LLC
The Post Cold-Calling Era | 4
LI: Why is it important to combine
inside sales tools and social selling?
LB: It’s important to view social selling as a layer
to your prospecting efforts, not the only way
to prospect. Defining a cadence within your
current prospecting efforts to include social-
selling strategies — when done correctly — is the
most effective approach. I would rather see a
sales organization spend two to three minutes
researching a prospect socially and then reach
out, versus batching and blasting 100 automated
generic emails.
LI: How did you get buy-in and
implement it at your company?
LB: That famous adage about “asking for
forgiveness later” applies to my experience. I saw
what everyone else was doing around me — cold
calling and sending marketing automated emails
— and it wasn’t working. I didn’t want to be at 58%
of my quarterly number; I wanted to destroy my
number, make President’s Club, and be No. 1, so I
tried something new.
I remember the first time I used LinkedIn for
prospecting efforts. I immediately started getting
appointments set, and the rest is history. Our
head of sales cared more about pipeline growth
and business closed. We eventually rolled it out
and the entire sales team adopted it. This all
started because I tried something new that was a
little out of my comfort zone. What I tell people all
the time is “if it feels weird at first, you’re probably
doing it right.”
LI: What were the challenges and how
did you overcome them?
LB: In the beginning I didn’t know how to develop
a cadence to combine all four prospecting
channels: social, email, phone calls and marketing.
I was still held to a daily activity expectation, and
at times it was challenging to hit all of the metrics
that were expected of me. Eventually I developed
a ‘work-back plan’ that helped me identify exactly
how many touches I needed to have to create
one meeting, and I ultimately hit my monthly and
quarterly numbers.
LI: What were the results?
LB: The results were phenomenal. Using LinkedIn
messaging and emailing, my response rate was
60%. The key to this phenomenal number is
persistent follow-up. Below is an almost daily
conversation I have with sales organizations:
Sales: “Social selling isn’t working.”
Me: “How many times are you following up?”
Sales: “Two or three times.”
That’s the problem. Persistence is key. You have
to be as persistent in your prospecting efforts as
you are when you’re closing a deal. Again, social
selling is a layer to current prospecting efforts.
LinkedIn makes it incredibly easy to nurture
prospects and stay on top of news, media and
coverage within these organizations. Use it wisely
and your results will follow.
ASK THE EXPERT
LINDSEY BOGGS
CEO and Social Selling Expert, Lindsey Boggs Consulting, LLC
The Post Cold-Calling Era | 5
LI: Why is it important to combine
inside sales tools and social selling?
AS: It’s another tool. It can be an effective tool,
but I don’t think social selling should replace
traditional sales techniques. Combining them
is key. LinkedIn Navigator gives you insights
on people before you talk to them. It’s another
avenue for you to get in touch with people. If
you have good relationships with people in your
network, they’ll be happy to introduce you to
their contacts, and [those contacts] in turn will
feel compelled to talk with you, because there’s
a relationship there. You need to create a good
reputation for yourself. It puts emphasis on
making sure you’re doing a good job, and your
network will want to help you out.
LI: How did you get buy-in and
implement it at your company?
AS: I picked a select group of colleagues whom
I thought would like it. The idea was to have
them champion it. We used case studies from
those selected few [to present to our team]. We
monitored their progress for six weeks and had
them explain why it was valuable for them. Then
we rolled it out in phases.
LI: What were the challenges and how
did you overcome them?
AS: Change can be difficult, and using new tools
requires a learning curve. But I think anyone who
wants to be successful in sales has to be active
on LinkedIn. People were really into Navigator
because it’s the most in-depth. We rolled out
Navigator first, and then we incorporated social
selling into that after people got used to using
the tool.
LI: What were the results?
AS: We’re able to track through our CRM whether
it was an inbound lead or a referral, or social
selling and Navigator. In the second quarter
this year, I would say about 15% of total biz was
generated from social selling.
ASK THE EXPERT
ALEX SOBOL
Co-Founder and Managing Partner, The Millennium Alliance
The Post Cold-Calling Era | 6
Solving Sales And Marketing Alignment | 7
CONCLUSION
Social networks have evolved over time, from
their use as a broadcast tool and as a place to
build communities, to one of the most effective
applications to connect, communicate and
generate pipeline. The impact of social selling
on the customer lifecycle, as we’ve seen with our
experts, is clear. Companies are now beginning
to tie revenue to these activities.
In addition, combining traditional selling tactics
with social selling is now considered a sales best-
practice to maximize results. Sales professionals
need expertise in both areas. As they identify key
contacts and gain insights through social selling,
those relationships can then be cemented in the
offline world. The social signals are triggers for
sales to engage with these decision-makers and
move them to the sale.
For more information on LinkedIn Sales
Navigator, click here.
The New Era Of The Cold Call | 7
“LinkedIn makes it incredibly
easy to nurture prospects and
stay on top of news, media
and coverage within these
organizations. Use it wisely and
your results will follow.”
– Lindsey Boggs,
Lindsey Boggs Consulting, LLC
The Post Cold-Calling Era | 7The Post Cold-Calling Era | 7

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THE POST COLD CALL ERA: COMBINING INSIDE SALES TOOLS WITH SOCIAL SELLING

  • 1. THE POST COLD CALL ERA: COMBINING INSIDE SALES TOOLS WITH SOCIAL SELLING
  • 2. EXECUTIVE SUMMARY Using social networks such as LinkedIn have proven to be impactful over the years for sales professionals. Cold calling, though revered by some, is quickly losing its ability to get a decision-maker’s attention. Decision- makers rarely pick up their phones from unknown numbers, and voice mails are quickly treated like unwanted distractions and deleted. There is a blend of the two worlds that is rarely discussed, but that needs to be addressed. On one side is the phone, a tool that’s been used for decades. Probably the single most effective tool for sales professionals, the phone allowed them to scale in unprecedented ways until email came along. The issue that has come to fruition is that the phone — and even email — are interruptive tactics. While they do have a success rate (though it’s declining), these are the tools that traditional sales professionals and leaders have come to trust. On the other hand is social media. Traditionally adopted by marketing, social networks have been used as a broadcast tool and more recently as a place to build communities. When used by sales professionals in the right way, social networks become one of the most effective applications to connect, communicate and generate pipeline. Social selling is fairly new, but the impact it is having around the world has become more evident as companies are able to attribute revenue to these activities. Neither of these are mutually exclusive. A sales professional can continue only using the phone and dialing for dollars, or they can go all-in with social networks such as LinkedIn, and find some success there. However, there is also a way these tactics can be combined to maximize results. The reality is that even though social selling is highly effective, getting your decision- makers on the phone is still necessary in most sales cycles. Moving from online to offline with efficiency is the key. With this being true, sales professionals need to become experts in both, and sales leaders need to adopt new applications to ensure the success of their teams. In social selling, you need to leverage your professional brand to identify the right people and fill your pipeline by using insights The science of social selling is knowing the methodology of leveraging both disciplines in a process that identifies: 1. Decision-makers at scale and gets you engaging with as many as possible through social media; and 2. Funneling these decision-makers into a bucket of highly qualified buyers in order to maximize your effectiveness. The Post Cold-Calling Era | 2The Post Cold-Calling Era | 2
  • 3. and building strong relationships. It all starts with your professional brand, and there is no other network designed to showcase your brand more than LinkedIn. This is why having a social selling methodology is so important for sales executives to empower their teams to be successful. The idea is to use social signals as trigger events to engage with decision-makers. By socially surrounding these buyers, your chances of seeing these triggers increases exponentially, as does your proximity to them if you build social capital. The goal is to take the online conversations you are having into the offline sphere in order to schedule a meeting or a call that can further build the relationship and move the sale along. Building a bridge between social media and your phone should be a strategy all sales leaders focus on this year. Having a team of sales professionals building relationships by the hundreds online without having the process in place to take those relationships through the buying process offline is a waste of energy. Relationships are important, but they don’t bring in revenue if your only actions are ‘likes’ and ‘shares’. The winning strategy is one that combines both and trains the sales professionals to be buyer experts. The Post Cold-Calling Era | 3The Post Cold-Calling Era | 3
  • 4. LI: Why is combining inside sales tools with social selling an important tactic today? ZS: Combining social selling with inside sales tools helps sellers to be more informed and build up their trusted advisor status online. It is important to use social selling in the sales process, because it helps place sellers closer to the buyer in the earlier stages of the buying process. Interjecting sales reps into the buying process earlier helps organizations identify more opportunities and establish and build awareness. It also helps retain existing customers by using technology to help stay in touch more easily. LI: What is your advice for sales to get buy-in for this strategy? ZS: I would advise organizations to have an integrated social-selling program that connects sales, sales enablement, marketing and operations. Establishing an integrated approach will enable better employee adoption, aid reporting for return on investment, and gain commitment from other departments within the business to help develop a successful program and instigate social change within the organization. LI: What are some challenges companies face in implementation? ZS: Sometimes social-selling programs are standalone and are not integrated within the overall sales and marketing program, which hinders adoption and implementation. Other times, some companies will focus on a tool and training rather than social change management. A social-selling program should never be led by a technology; you should put people first in developing a successful social-selling program and then establish policies, processes and platforms (i.e., tools and technologies). Don’t start social selling with a technology; start with people, and you will be on the road to a successful program. LI: What would you recommend companies do to overcome those challenges? ZS: To overcome these challenges, I would recommend the following: • Gather a cross-functional team to work on your social-selling program with team members from sales, marketing, sales enablement, and marketing and sales operations. • Focus your social-selling program on people. Business is all about people, so put people first in your program. Start your social-selling program with a small pilot. Make sure to identify social employees, develop policies and processes, identify how you will measure success and decide on one or two tools you need to start your social-selling program. That may mean starting with LinkedIn Sales Navigator, for example. After that, set the pilot time frame and measure everything you do. ASK THE EXPERT ZOE SANDS Social Media And Enablement Manager, EMEA - Connected Experience, Veritas Technologies LLC The Post Cold-Calling Era | 4
  • 5. LI: Why is it important to combine inside sales tools and social selling? LB: It’s important to view social selling as a layer to your prospecting efforts, not the only way to prospect. Defining a cadence within your current prospecting efforts to include social- selling strategies — when done correctly — is the most effective approach. I would rather see a sales organization spend two to three minutes researching a prospect socially and then reach out, versus batching and blasting 100 automated generic emails. LI: How did you get buy-in and implement it at your company? LB: That famous adage about “asking for forgiveness later” applies to my experience. I saw what everyone else was doing around me — cold calling and sending marketing automated emails — and it wasn’t working. I didn’t want to be at 58% of my quarterly number; I wanted to destroy my number, make President’s Club, and be No. 1, so I tried something new. I remember the first time I used LinkedIn for prospecting efforts. I immediately started getting appointments set, and the rest is history. Our head of sales cared more about pipeline growth and business closed. We eventually rolled it out and the entire sales team adopted it. This all started because I tried something new that was a little out of my comfort zone. What I tell people all the time is “if it feels weird at first, you’re probably doing it right.” LI: What were the challenges and how did you overcome them? LB: In the beginning I didn’t know how to develop a cadence to combine all four prospecting channels: social, email, phone calls and marketing. I was still held to a daily activity expectation, and at times it was challenging to hit all of the metrics that were expected of me. Eventually I developed a ‘work-back plan’ that helped me identify exactly how many touches I needed to have to create one meeting, and I ultimately hit my monthly and quarterly numbers. LI: What were the results? LB: The results were phenomenal. Using LinkedIn messaging and emailing, my response rate was 60%. The key to this phenomenal number is persistent follow-up. Below is an almost daily conversation I have with sales organizations: Sales: “Social selling isn’t working.” Me: “How many times are you following up?” Sales: “Two or three times.” That’s the problem. Persistence is key. You have to be as persistent in your prospecting efforts as you are when you’re closing a deal. Again, social selling is a layer to current prospecting efforts. LinkedIn makes it incredibly easy to nurture prospects and stay on top of news, media and coverage within these organizations. Use it wisely and your results will follow. ASK THE EXPERT LINDSEY BOGGS CEO and Social Selling Expert, Lindsey Boggs Consulting, LLC The Post Cold-Calling Era | 5
  • 6. LI: Why is it important to combine inside sales tools and social selling? AS: It’s another tool. It can be an effective tool, but I don’t think social selling should replace traditional sales techniques. Combining them is key. LinkedIn Navigator gives you insights on people before you talk to them. It’s another avenue for you to get in touch with people. If you have good relationships with people in your network, they’ll be happy to introduce you to their contacts, and [those contacts] in turn will feel compelled to talk with you, because there’s a relationship there. You need to create a good reputation for yourself. It puts emphasis on making sure you’re doing a good job, and your network will want to help you out. LI: How did you get buy-in and implement it at your company? AS: I picked a select group of colleagues whom I thought would like it. The idea was to have them champion it. We used case studies from those selected few [to present to our team]. We monitored their progress for six weeks and had them explain why it was valuable for them. Then we rolled it out in phases. LI: What were the challenges and how did you overcome them? AS: Change can be difficult, and using new tools requires a learning curve. But I think anyone who wants to be successful in sales has to be active on LinkedIn. People were really into Navigator because it’s the most in-depth. We rolled out Navigator first, and then we incorporated social selling into that after people got used to using the tool. LI: What were the results? AS: We’re able to track through our CRM whether it was an inbound lead or a referral, or social selling and Navigator. In the second quarter this year, I would say about 15% of total biz was generated from social selling. ASK THE EXPERT ALEX SOBOL Co-Founder and Managing Partner, The Millennium Alliance The Post Cold-Calling Era | 6
  • 7. Solving Sales And Marketing Alignment | 7 CONCLUSION Social networks have evolved over time, from their use as a broadcast tool and as a place to build communities, to one of the most effective applications to connect, communicate and generate pipeline. The impact of social selling on the customer lifecycle, as we’ve seen with our experts, is clear. Companies are now beginning to tie revenue to these activities. In addition, combining traditional selling tactics with social selling is now considered a sales best- practice to maximize results. Sales professionals need expertise in both areas. As they identify key contacts and gain insights through social selling, those relationships can then be cemented in the offline world. The social signals are triggers for sales to engage with these decision-makers and move them to the sale. For more information on LinkedIn Sales Navigator, click here. The New Era Of The Cold Call | 7 “LinkedIn makes it incredibly easy to nurture prospects and stay on top of news, media and coverage within these organizations. Use it wisely and your results will follow.” – Lindsey Boggs, Lindsey Boggs Consulting, LLC The Post Cold-Calling Era | 7The Post Cold-Calling Era | 7