King of Spades: Pre-Call Strategic Planning: Prepare in Advance to Present a United Front With Management During Sales Calls

King of Spades: Pre-Call Strategic Planning: Prepare in Advance to Present a United Front With Management During Sales Calls

Harmonizing Sales and Management: A Prelude to Success

The intricate dance of a joint sales call, where the sales team and top management come together, can be likened to a finely tuned orchestra. Each member plays a distinct part, but harmony is only achieved when everyone is attuned to the same melody. As such, aligning the sales strategy with the expectations of top management is not just beneficial—it’s essential. Dissonance here can lead to a muddled message, undercutting the credibility your team brings to the table. Pre-call discussions are vital, ensuring that the sales narrative is cohesive and that everyone is equipped to sing from the same hymn sheet.

A pivotal aspect of preparing for a joint sales call is delineating the roles and responsibilities of each participant. This orchestration involves deciding who will spearhead the conversation, manage specific inquiries, and at what juncture management should step in to underscore critical points or provide reassurance. Will management act as a deal closer, an influencer, or a validator? Clarifying these roles in advance prevents the awkwardness and missteps derailing a call. It’s about creating a seamless interaction where each participant knows their cue, ensuring the call progresses with the grace and precision of a well-rehearsed performance.

Setting the Stage: Defining Meeting Objectives

Identifying the objectives of the call is like setting the destination for a journey. It guides the direction of the conversation, providing a roadmap for all involved. These objectives could be as varied as addressing client-specific concerns, advancing the sales process, or finalizing a deal. By establishing these goals upfront, you ensure that the call doesn’t devolve into a meandering dialogue but remains a focused and purposeful exchange.

Preparing an agenda for the call is analogous to writing a script for a play. It outlines the act sequence, prioritizing key discussion points and time-management effectively. This agenda should not be rigid but adaptable, allowing room to navigate unforeseen queries or shifts in discussion. Sharing this agenda with the client beforehand exhibits professionalism and enables them to prepare, setting the stage for a more engaged and productive interaction.

Anticipating the Unexpected: Preparing for Objections

A well-prepared team is one that has anticipated potential objections and crafted compelling counterarguments. In a scenario where top management is involved, the stakes are heightened. An unconvincing response to an objection can squander the unique opportunity to leverage the authority and credibility of the management team. Thus, a thorough rehearsal of potential objections and responses is critical to ensuring that the team is ready to turn challenges into opportunities for persuasion.

In-depth knowledge of the client forms the bedrock of an effective sales strategy. Before the call, compile a comprehensive profile of the client, encompassing industry trends, historical interactions, and key decision-makers. This information equips both the sales team and management with valuable insights, enabling them to tailor their approach and contribute meaningfully to the conversation.

Actionable Strategy: The Power of a Shared Agenda

A shared agenda is the cornerstone of a successful joint sales call. It’s not just a checklist of topics but a strategic tool that aligns the team’s collective effort. Developing this agenda collaboratively ensures that it reflects the collective wisdom and insights of the group. Once finalized, circulating it among all participants solidifies understanding and buy-in, minimizing confusion and reinforcing the agreed-upon roles and strategies.

A joint sales call with management is a high-stakes, high-reward scenario. It requires meticulous planning, clear communication, and a shared vision. By harmonizing the strategies of the sales team with management expectations, defining clear roles, setting focused objectives, preparing a structured agenda, anticipating objections, and understanding the client in-depth, you set the stage for not just a successful call but a demonstration of your organization’s cohesion and competence. This level of preparation and coordination is what transforms average sales teams into exceptional ones, paving the way for sustained success and growth.

Queen of Spades: Providing Constructive Feedback: Give Actionable Advice to Aid Improvement

Queen of Spades: Providing Constructive Feedback: Give Actionable Advice to Aid Improvement

In B2B sales, where every interaction and every closed deal matters, providing constructive feedback is not merely an addendum to the daily operations—it is a pivotal aspect of the sales narrative, a determinant of success. The intricacy of feedback, however, cannot be overstated. It is a craft that, when honed, can propel the underperforming to new heights of achievement and the proficient to unprecedented mastery.

The Anatomy of Actionable Feedback

Consider the feedback mechanism as a surgical tool—it needs to be sharp, precise and used with intention. Actionable feedback, therefore, must encompass specificity, relevance, and timeliness. Specificity eliminates the ambiguity that so often clouds the potential for improvement. It offers a clear target, a definitive aspect of the sales process that requires attention. Relevance ensures that the feedback is meaningful within the context of the salesperson’s role and objectives. Lastly, timeliness ensures that feedback is given while the sales activity is fresh, making the advice more applicable and immediate.

The Constructive Nature of the SBI Framework

Employing the SBI (Situation-Behavior-Impact) framework can transcend the traditional feedback loop, turning it into a structured and insightful dialogue. In this framework, feedback begins by identifying the Situation—when and where the behavior occurred. It then delineates the Behavior—what the salesperson did or failed to do—and concludes with the Impact—how their behavior affected the outcome. By breaking down feedback into these components, sales leaders provide a narrative that is both comprehensive and understandable, leading the salesperson down a path of self-awareness and professional growth.

Timing: The Keystone of Feedback

Timing in feedback delivery is like the placement of a keystone in an arch; it holds everything together. If the feedback is delayed, its relevance diminishes. If too prompt, it risks seeming reactive or insubstantial. In the dynamic environment of sales, the immediacy of feedback is essential for critical missteps, while a more nuanced and developmental feedback approach can be reserved for scheduled reviews. This strategic cadence allows the salesperson to process and apply the feedback in a rhythm that matches the pulsating nature of their role.

Positive Language: A Conduit for Receptive Feedback

The language chosen to convey feedback can be as important as the feedback itself. Negative language can build walls, while positive language opens doors. For example, rather than pointing out failure, focusing on future opportunities—strategies to handle challenges better—can foster a positive mindset and encourage a salesperson to adopt a proactive approach. It’s a shift from a deficit-focused critique to an improvement-centric conversation, significantly more likely to yield constructive outcomes.

Feedback and Perception: Navigating the Line Between Guidance and Discipline

To prevent feedback from being perceived as punitive, it must be disentangled from disciplinary connotations. It should be communicated as a path to improvement, not a prelude to penalty. Involving the salesperson in creating their development plan turns the process into a collaborative journey, not a top-down directive. This nurtures a culture of self-improvement and accountability, aligning personal growth with organizational objectives.

Reinforcement: The Echo of Effective Feedback

Lastly, feedback must be reinforced through appropriate rewards or consequences that resonate with the overall goals of the sales organization. Positive reinforcement bolsters morale and motivates performance, while fair consequences for continued underperformance underscore the gravity of the sales role. Both are necessary to maintain a balanced and high-performing sales ecosystem.

Implementing Feedback with Precision and Care

As a concluding action, adopt the SBI model in subsequent feedback interactions. Monitor its influence on the dialogue and the salesperson’s receptiveness. Post-evaluation, assess whether this approach has engendered a more structured conversation and if it has led to identifiable steps for performance enhancement. This methodical approach to feedback, infused with positive language and timed with strategic precision, can serve as the fulcrum for lifting sales performance from the ordinary to the extraordinary.

Jack of Spades: Setting Up Performance Improvement Plans: Offer structured guidance for those not meeting benchmarks.

Jack of Spades: Setting Up Performance Improvement Plans: Offer structured guidance for those not meeting benchmarks.

In the tightly woven tapestry of a sales organization, each thread—each salesperson—must hold its own for the entire structure to maintain its integrity. Imagine a well-practiced orchestra where each musician is critical to the harmonious output. If even one violinist is off-key, it disrupts not just the symphony but also influences the collective perception of the audience. Similarly, when one salesperson consistently misses the mark, the dissonance affects not just their numbers but the collective performance and morale of the entire team.

Performance Improvement Plans: A Constructive Pathway, Not a Corporate Guilt-Trip

A prevalent misunderstanding of Performance Improvement Plans (PIPs) is their perceived function as a corporate guillotine, an ultimatum for those who underperform. But that’s far from the truth. When deployed with intent and care, a PIP serves as a roadmap that leads the lost back onto the path of productivity and achievement.

A Performance Improvement Plan starts with clarity. Specific, measurable, achievable, relevant, and time-bound (SMART) objectives are laid out. Suppose a salesperson faces difficulty in closing deals. The PIP would set a precise target, for example, improving the closing ratio by 20% over the next quarter.

But merely establishing ambitious milestones is an exercise in futility if not paired with the right tools and resources. It’s the responsibility of leadership to ensure that the salesperson has what they need to reach their new goals. This may include specialized training modules, mentorship from senior salespersons, or even software solutions that aid in customer relationship management.

Review and Reflection: The PIP Feedback Loop

Consistent monitoring and feedback mechanisms are integral to the PIP process. This is not about keeping tabs or playing “big brother,” but rather, establishing a feedback loop. These should be structured as collaborative dialogue, focusing on problem-solving rather than fault-finding. Once the set duration for the PIP ends, an in-depth review ensues. This is a pivotal moment that serves dual purposes—applauding improvement and identifying areas that require further fine-tuning.

Encompassing Compassion: People Over Numbers

While we emphasize numerical targets and performance metrics, we must not lose sight of the human element. Performance Improvement Plans should be designed and implemented with an empathetic understanding of the unique circumstances affecting each salesperson’s performance. The PIP, therefore, becomes not just a tool for improving metrics but also a gesture of organizational compassion and well-being.

It’s worth remembering that instilling a culture of Performance Improvement Plans is not merely a strategy to elevate individual salespersons; it’s a mirror reflecting the maturity of an organization and its investment in its people. It’s about showing that the organization values sustained effort and long-term growth over short-lived gains and snap judgments.

The Sculptor’s Patience

Implementing a Performance Improvement Plan is similar to the patience exhibited by a sculptor. When faced with an unpolished stone, instead of discarding it outright, the sculptor sees potential. With measured chisel strikes, what was once a mere rock transforms into art. Similarly, PIPs offer that measured guidance, turning the rough stone of underperformance into the refined sculpture of a high-performing sales asset. Through this targeted, compassionate approach, leaders not only foster individual success but contribute to building an organizational culture centered on growth, empathy, and resilience.

Nine of Spades: Addressing Salesperson Underperformance: Setting Performance Benchmarks: Define standards for success to measure against.

Nine of Spades: Addressing Salesperson Underperformance: Setting Performance Benchmarks: Define standards for success to measure against.

Understanding the Nature of Sales Benchmarks

Let’s start by grounding ourselves in the foundational premise: Sales benchmarks are not merely numerical goals but the defining coordinates of success. If you will, consider them as your organization’s North Star, guiding your sales team through the complexities of quotas, customer relationships, and revenue targets. Benchmarks transcend the limitations of raw numbers and extend into the realm of qualitative assessment—whether it’s the ability to understand customer needs or to align solutions accordingly.

To further clarify, think of benchmarks as akin to a financial portfolio’s balance of risk and return. They offer a comprehensive view of performance, much like a diversified portfolio that offers an integrated financial health assessment. Each component—be it customer retention rates, average deal sizes, or response times—contributes to this multifaceted view. Benchmarks thereby act as a composite score that tells you where you are, where you should be, and, most importantly, how to get there.

The Nuances of Crafting Benchmarks: It’s About Alignment

Creating effective benchmarks requires alignment with broader organizational goals, current market realities, and the sales team’s inherent capabilities. Striking this balance is akin to setting the interest rate in an economy. Set it too high, and you risk stalling growth; set it too low and invite complacency.

Thus, the process of setting benchmarks demands an understanding of averages and outliers. If a high percentage of your sales team consistently meets the benchmarks, they may not be challenging enough. Conversely, if only a small fraction achieves them, it could demoralize the rest and raise questions about the benchmarks’ attainability. The idea is to challenge your team just enough to stretch their capabilities while ensuring the goals are rooted in reality.

Diagnosing and Addressing Underperformance: A Structured Approach

The objective of performance benchmarks isn’t to point fingers at underperformers but to provide a structured mechanism for evaluation and growth. Having established benchmarks, the onus shifts from mere identification to a deep-rooted understanding of ‘why’ the underperformance occurred.

Is it a lack of training? Is it a mismatch between talents and tasks? Or perhaps it’s a more systemic issue related to product-market fit? Each diagnosis demands its unique course of action, requiring leaders to blend empathy with decisiveness. As you identify these pain points, you’re not merely putting a spotlight on them; you’re transforming them into actionable insights. Provide the necessary tools, training, or environmental changes, and monitor the impact on performance against the set benchmarks. In this way, underperformance becomes not a point of failure but an opportunity for both personal and organizational growth.

Benchmarks: Your Compass in the World of Sales

To CEOs, Sales Managers, and leaders in the trenches, understand that performance benchmarks are not just numbers on a performance review sheet but the milestones on your roadmap to success. They offer a dynamic, multi-dimensional gauge by which to measure, evaluate, and, most crucially, enhance performance.

Just as a ship’s captain would be rudderless without a compass, your sales team would navigate in the dark without well-defined benchmarks. These are not mere numbers but signposts in your journey toward sales excellence. They offer a vision of what could be and a measurement of what is. Establishing and adhering to these benchmarks provides direction, clarity, and a lens through which to transform challenges into growth opportunities.

Eight of Spades: Defining your corporate sales strategy: Crafting a Sales Process Flowchart: Visualize the stages in your sales process for consistency

Eight of Spades: Defining your corporate sales strategy: Crafting a Sales Process Flowchart: Visualize the stages in your sales process for consistency

The Quintessential Blueprint for Sales Mastery

In architecture, the blueprint guides turn an imagined design into a tangible, functional building. Similarly, a Sales Process Flowchart is the foundational structure upon which sales organizations can build scalable, consistent, and successful strategies. The importance of this tool lies in its ability to crystallize the sales process into a series of actionable steps, thereby providing a roadmap to success. The goal is to achieve consistency, predictability, and scalability, key tenets that enable sales organizations to meet and surpass their revenue targets.

Navigating the Symphony of Sales

Imagine a scenario where each musician in an orchestra independently chooses the tune, pitch, or timing, neglecting the conductor’s directions. The result would undoubtedly be a chaotic cacophony rather than a mellifluous melody. The outcome is no different in a sales organization devoid of structured processes. There would be discord, confusion, and, ultimately, a waste of valuable resources, tarnishing the reputation of the organization. It’s crucial to set the stage with a meticulously designed Sales Process Flowchart, which acts as the conductor, harmonizing the orchestra of sales activities to create a seamless and pleasant experience for both the sales team and the clients.

More Than Just a Visual Representation

One might argue that a flowchart is simply a visual representation—useful but not essential. However, this understates its pivotal role in an organization. A Sales Process Flowchart serves as a multi-faceted instrument, similar to a map charting the course of a river from its source to the ocean. By meticulously documenting each bend, stream, and tributary, one gains understanding and control over its flow. Such a flowchart aids in:

  • Standardization: By laying out a common framework, the flowchart minimizes ambiguities, ensuring that all team members are aligned in their objectives and strategies.
  • Efficiency: When every stage and step is defined, sales representatives can navigate the selling process faster and with more agility, thereby accelerating the sales cycle.
  • Training and Onboarding: For newcomers to the team, the flowchart acts as a quick reference guide, enabling a quicker path to becoming a productive member of the sales force.

Crafting the Masterpiece: Methodological Precision

The development of a Sales Process Flowchart is neither arbitrary nor superficial; it is a blend of art and science. The task begins with identifying key stages in your sales process, such as lead generation, qualification, and closing deals. Each stage must be broken down into actionable components like a skilled craftsman chiseling away at a block of marble to reveal the sculpture within.

Next, these stages are sequenced in a way that makes logical sense. While the sales process can sometimes be iterative, a primary, repeatable pathway is essential for the sake of uniformity. Feedback mechanisms are integrated at crucial junctures to glean insights for continuous improvement. Remember, the flowchart isn’t a static document; it’s a dynamic blueprint that should evolve with market trends, customer preferences, and organizational changes.

The Endgame: Achieving Clarity and Consistency

The ultimate goal of implementing a Sales Process Flowchart is achieving clarity and ensuring consistency. In an age where most buying experiences are shaped by how customers feel they are being treated, consistency is not merely a bonus—it’s a requirement. The flowchart levels the playing field, ensuring that each customer experiences the same quality of service, irrespective of the sales representative they interact with.

Additionally, for the sales team, the benefit is immense. When the fog of ambiguity is lifted, sales professionals can execute their tasks with a well-defined sense of direction, equipped with measurable benchmarks and a clear vision.

Key Takeaways

For sales leaders aiming to elevate their teams to new heights, neglecting the role of a Sales Process Flowchart is not an option. This tool is instrumental in transforming sales strategies into actionable steps, thereby setting the stage for success. Ask yourself, does your organization have a Sales Process Flowchart? If not, it’s time to draw the blueprint for a harmonious, efficient, and wildly successful sales symphony.

Five of Spades: Defining your corporate sales strategy: Setting Clear Sales Objectives and Goals: Establish targets to drive sales team efforts.

Five of Spades: Defining your corporate sales strategy: Setting Clear Sales Objectives and Goals: Establish targets to drive sales team efforts.

Crafting a Resonant Sales Symphony: The Power of Clear Objectives and Goals

In the vast ocean of corporate strategy, the sales department functions much like a ship’s heartbeat, rhythmic and essential, setting the pace for the vessel’s journey. But what, or who calibrates this pulse? How do we ensure that this heart doesn’t race uncontrollably or, worse, skip a beat? CEOs and sales managers would concur that the answer is embedded in well-articulated sales objectives and goals. These are not just arbitrary figures or lofty dreams but are methodically set coordinates guiding the trajectory of sales initiatives.

Imagine, if you will, a vast orchestra. Each instrument represents a member of the sales team. The orchestra’s conductor, analogous to a CEO or sales manager, needs well-composed sheet music, sales objectives, and goals to guide the symphony. Without it, the melody could quickly descend into chaos. Now, consider a ship embarking on a voyage. Its captain sets a destination (the sales objective) and interim stops (sales goals) for resource replenishment. This sequential approach ensures the journey remains on track, no matter how tumultuous the seas are.

Such analogies underscore a simple yet often overlooked truth: the nuances between objectives and goals matter. It’s not just a matter of semantics but strategy. Indeed, companies that distinctively lay out both show a staggering 28% improvement in sales team performance. These figures aren’t mere data points but are a testament to the intertwined psychology and methodology behind sales targets.

However, charting this path is not without its challenges. Aiming too high can be as dangerous as setting sights too low. The former can overshadow the team with an impending sense of inaccessibility, making the climb appear insurmountable. On the other hand, the latter risks inducing a sense of complacency, stifling the potential of a talented sales force.

But how does one strike that impeccable balance? The key, I believe, lies at the intersection of retrospection, analysis, and anticipation. A thorough evaluation of past performances acts as a foundation. For instance, projecting a 50% growth based on the previous year’s 15% without significant infrastructural changes might lean towards fantasy. Furthermore, a finger on the pulse of market trends helps set realistic ambitions. Resources, often a limiting factor, need to be meticulously assessed. Remember, monumental objectives warrant monumental resource allocations. A CEO’s arsenal should also incorporate frontline feedback, an often underutilized yet invaluable asset. And as the sands of the marketplace continually shift, maintaining flexibility in these objectives and goals is paramount.

These defined objectives and goals do more than merely set targets. They breathe life into the organization. They synergize scattered efforts, fostering a culture where ambition thrives, and accountability is cherished. It transforms every deal, every pitch into a cog in the grand machinery of corporate growth.

Setting clear sales objectives and goals is akin to crafting a masterpiece symphony. Each chord, each note, when harmonized, weaves an enchanting melody. CEOs and sales managers, as the chief architects of their organizations, possess the potential to orchestrate this. And in the dynamic dance of sales, where the only constant is change, these well-defined objectives and goals don’t just serve as a compass—they become the essence of the journey. Because the goal, after all, is not just to increase sales but to understand the depth, the method, and the purpose behind it.

September Newsletter

September Newsletter

Two Tall Guys Talking Sales Podcast – From SWOT to Success: Navigating the Competitive Sales Landscape – Episode 46

Two Tall Guys Talking Sales Podcast – From SWOT to Success: Navigating the Competitive Sales Landscape – Episode 46

In this invigorating episode of Two Tall Guys Talking Sales, hosts Kevin Lawson and Sean O’Shaughnessey dive deep into the realm of competition in sales. From understanding the various forms competition can take to harnessing the power of artificial intelligence in competitive analysis, this episode is packed with insights and actionable advice for sales professionals at all levels.

Key Topics Discussed:

  1. The Essence of Competition in Sales: Why understanding and overcoming your competition is crucial.
  2. Recognizing Different Types of Competition: Beyond direct competitors, why the ‘no decision’ outcome is the hidden enemy.
  3. Leveraging SWOT Analysis: Sean and Kevin’s take on its relevance and how to use it effectively for competitive advantage.
  4. The Role of Artificial Intelligence in Sales: How tools like Chat GPT can help get a leg up on your competition.
  5. The Importance of Competitive Awareness: Why 57% of companies are at a disadvantage and how not to be one of them.

Key Quotes:

  • Kevin: “Every professional sports team watches game film… we’re sales professionals. We should be watching the game film of sorts.”
  • Sean: “Who is your prospect talking to? That is your competition.”
  • Kevin: “Doing nothing is unacceptable. It’s like prospecting. If you don’t prospect, that is an unacceptable behavior.”
  • Sean: “If you’re in a small company right now, you need to figure out, you need to be one of the 43%, not one of the 57%.”

Additional Resources:

Don’t be a part of the 57% that remains oblivious to their competition. Whether you’re in the early stages of your sales journey or a seasoned professional, Sean and Kevin’s insights from this episode offer invaluable strategies and tools to elevate your game. Tune in to “Two Tall Guys Talking Sales” to get the upper hand, understand your market better, and, ultimately, eliminate your competition.

August Newsletter

August Newsletter

I hope you enjoy my August Newsletter

I hope you enjoy my August Newsletter

Published: Tue, 08/15/23


Sean O’Shaughnessey
CEO and President
New Sales Expert LLC
[email protected]
513.348.8700

6561 Bluegrass Way
Mason OH 45040
US


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Two Tall Guys Talking Sales Podcast – Revamping Your Outbound Sales Approach: Value Proposition, Touch Points, and Tactics – Episode 43

Two Tall Guys Talking Sales Podcast – Revamping Your Outbound Sales Approach: Value Proposition, Touch Points, and Tactics – Episode 43

Welcome to another exciting episode of Two Tall Guys Talking Sales with hosts Kevin Lawson and Sean O’Shaughnessey. This episode delves into the vital world of outbound sales in a post-COVID landscape. We discuss strategies for creating an effective outbound pipeline, reflecting on our experiences with trade shows, and how to nail your unique value proposition. Discover how to master omnichannel outreach and understand why persistence is key in today’s competitive market.

Key Topics Discussed:

  1. The Trade Show Experience: Kevin and Sean open up about the highs and lows of trade shows and how the pandemic has shifted the industry’s focus from this traditional method of sales and marketing.
  2. Creating an Effective Outbound Pipeline: Our hosts emphasize the importance of having a clear, unique value proposition and understanding how it can resonate with your potential customers.
  3. Omni Channel Outreach: Kevin and Sean highlight the significance of reaching out to prospects across various channels – emails, phone calls, social media, and even traditional mail. They discuss the need for persistence in reaching out and making numerous touches to get a prospect’s attention.
  4. Prospecting and Value Proposition: Sean shares insights on how a value proposition can differ based on the industry and target audience. They talk about understanding and tailoring your value proposition to your audience for better customer engagement.
  5. Leveraging Tools for Sales Outreach: The hosts discuss a range of tools that can assist in streamlining and tracking your outreach efforts, from LinkedIn prospecting tools to CRMs and even task management tools.

Key Quotes:

  • Kevin: “Trade shows in a pre COVID environment were the lifeblood of many sales organizations… But here we are in a post-COVID world, and what we saw in the midst of COVID was pipeline evacuation.”
  • Sean: “The first thing I tell everybody is, “What are you going to say, and what makes it unique and valuable to your prospects?”
  • Sean: “Your unique value proposition may be targeted to a specific customer and you might have a different one targeted to a different customer… but then you need to make unique messaging for every one of those and unique tries for each one of those.”

Additional Resources:

  • CRM Tools
  • LinkedIn prospecting tools
  • Task management tools (Asana, Trello, Monday.com)

Summary:

In this episode of Two Tall Guys Talking Sales, Kevin Lawson and Sean O’Shaughnessey offer a practical, insightful guide to successfully navigating outbound sales in our new normal. They share their expertise in creating a compelling, unique value proposition, omnichannel outreach’s importance, and persistence’s role in sales. You’ll gain a wealth of advice, from understanding your value in a specific industry to leveraging various outreach tools to streamline and enhance your prospecting process. Listen to this episode for a deep dive into the tactics and strategies that can reshape your approach to outbound sales.