Call Center in a Box Case Study 1: When Your Inside Sales Reps and Sales Producers Aren’t Setting enough Appointments

This is the first in a series of Case Studies that outline the ways in which we have helped our clients. This post is a Call Center in a Box case study.

 About a year ago, I met a Senior Vice President of Sales from a premier insurance, risk management and financial services firm, at an industry event. 

The Problems: 

 He had three Sales Producers who weren’t ‘producing’ enough first-time appointments. They were still growing their books of business, had been trained and were responsible for cold call prospecting but it was not getting done. While they claimed to be making the calls, there were very few qualified, first-time appointments in their schedules. Management had no tools to monitor their activity. He knew they needed to be managed in prospecting but didn’t have the time or bandwidth to do it himself.  

He also had a full-time appointment setter with over 8 years of experience who set appointments but at least 50% were cancelled or no-shows. 

The rest of his team was comprised of senior sales Producers who had established books of business but didn’t do cold calling.  

The Plan: 

They retained us to implement our Call Center in a Box Services where we: 

  • Assessed the team’s skill levels 
  • Provided their Sales Producers and Appointment Setter with new scripting 
  • Set the company up on our recommended CRM 
  • Monitored their progress 
  • Met with them weekly to train, role play and discuss challenges and successes.  

The Experience: 

We started working with them at the end of the Summer of 2018 and it was immediately apparent, based on the new monitoring system, that the salespeople were NOT calling when they were supposed to. As part of the training, we established schedules to follow and through our ongoing monitoring, we were able to ensure that the calls were made during the desired timeframes.  

One-on-one coaching allowed us to work with them individually, giving each the attention and skill training THEY needed to improve.  

At the weekly meetings we listened to actual calls and provided role modeling to show them what to say and HOW to say it to achieve better results.  

The Results: 

Immediately, the quality of call conversations went up markedly and each team member we had worked with was consistently setting QUALIFIED appointments every week! 

The number of appointment cancellations was significantly reduced. Feedback from producers who took the appointments became more and more positive and has led to more sales. 

By January 2019, the company chose to move ALL their sales team members onto the CRM tool.  

The CRM has allowed the SVP of Sales to know and track what is being done, enabling him to better manage the team. And having more competent salespeople setting qualified appointments has freed him up to go out on more of those appointments with producers leading to better closing rates and an opportunity to model successful closing techniques.  

Are YOU having a hard time monitoring or managing YOUR sales team? Know they need training but just don’t have the time, energy or patience to train them yourself? Are your producers delivering poor quality leads that just won’t close?  

Click here and GIVE US A CALL AT 908.879.2911 to see how our Call Center in a Box services can help YOU! 

And click here to check out another Call Center in a Box Case Study

Call Center in a Box – An Introduction to our Prospecting Sales Management and Training Program

Are you frustrated by the quantity of appointments set by your Sales Team? Are they delivering poor quality leads that aren’t converting to sales? Are your Reps lacking the skills and management needed to effectively set qualified appointments? 

You need Call Center in a Box, our proprietary Prospecting Sales Training and Management program that will provide your team with the skills and management they need to Drive real RESULTS! 

Call Center in a Box is a Prospecting Sales Management and Training Program where we train, manage and monitor YOUR Sales Team to improve YOUR bottom line!  

Sales Training: 

Too often, we see sales teams made up of people who may have a ‘knack’ for sales but no real training. They end up ‘winging it’ when it comes to prospecting, resulting in poor quality leads. 

And even the strongest and most senior salespeople need to continuously train to stay at the top of their game. Harold Craxton, a professor at the Royal Academy of Music said, ‘Amateurs practice until they can get it right; professionals practice until they can’t get it wrong’. We agree and train YOUR salespeople to be PROFESSIONALS! 

Our sales training covers the ‘how’ and ‘why’ of what your inside sales team needs to do to prospect effectively, including role play and modeling the correct way to make cold calls to set qualified appointments that lead to closed sales.  

We provide your team with the tools, support and training needed to hit production goals. Our scripting ensures that messaging is consistent and that sales reps will have meaningful conversations with decision makers to set qualified appointments.  

We set you up so your team will work in a CRM that is user friendly, simplifies the prospecting process and provides the tools they need to engage, qualify and set the appointment all in one place. This speeds up the sales cycle, enabling them to contact more leads in less time.   

The CRM enables your sales staff and managers to track and record calls and monitor productivity, resulting in more accountability and higher quality leads.  

Frequently, we see companies that have installed powerful CRM tools but have no clue how to use all the bells and whistles that enhance productivity. We show your people how to use features like voicemail drop, including the scripting for the messages, to make the most of their call time.  

Sales Management: 

The CRM allows management to access real time data, seeing what calls are made and when, enables them to listen in on actual calls and track the performance of their team.  

We then meet weekly with your salespeople to review their progress, discuss their calls, coach, role play to teach appropriate and more effective responses and help them with any issues that arise.  


This combination of training, monitoring, reviewing and repeating the process has been proven to drive improved sales and increases employee retention! 

Our Sales Training program is industry agnostic, working for any team that uses cold calling and appointment setting as a strategy for driving new business.  

Click here to learn more or Call us today at 908.879.2911 to set up a time to discuss how this sales training program can help YOU get the best results from YOUR Inside Sales Team or Producers! 

Don’t have an inside sales team or producers? Click here to learn more about how we can do your cold calling for you!

Let Us Build Your Sales Foundation

Business owners often want to see quick sales results and instant ROI. That is like putting up the walls of a building without first building a sturdy foundation. Yes, you can throw up some walls but they will be flimsy and won’t stand up to the weather or the test of time!  

The same is true in business. You need a strong foundation to build your business upon. 

At One of a Kind Sales, we build you a STURDY sales foundation with daily, consistent outreach to your target audience. We work to develop long term relationships with the decision makers who will convert to real, CLOSED sales.  

Building a strong foundation is the hard part – the part that takes time and patience, but the part that is most crucial to building a thriving business. And we can do this for you! 

If your sales results are feeling a bit flimsy – or you know that your foundation is anything less than rock solid – give us a call. We can build you the foundation YOU need to build your business upon! 

Month to Month Lead Generations Services Deliver Disappointing Results

In our experience, retaining Lead Generation Services on a Month to Month basis leads to disappointing results and increased salesforce turnover.  

We have noticed that some of our competitors are offering this type of lead generation services option. We think that this option is a shortsighted strategy which is a waste of your time and money and as such, we do NOT offer this option.

Month to Month Lead Generation Services are a shortsighted strategy 

Strong Sales Reps need a good 6 – 9 months to get their ‘mojo’ going. See our previous post on nurturing a successful sales team for more on this. If a sales person is on a month to month retainer, they may not have the time needed to show real results.  

It takes time to learn the ropes and to develop connections that will result in real sales. Unrealistic expectations of immediate sales production creates pressure, causes quality to slip and can lead to premature turnover.  

Month to Month Lead Generation Services are a waste of your time and money 

It may LOOK like you are saving money in the short term but in reality, you are probably going to churn through salespeople and prospects more quickly and way less effectively, if you retain people solely on a month to month basis, costing you more and delivering you poor results.  

Long term lead generation services will result in lower turnover, higher quality leads and stronger sales 

Commit to the time necessary for salespeople to get up to speed and to develop the relationships they need to deliver the results YOU want! 

When you are ready to invest in long term lead generation services with QUALITY salespeople who will deliver quality leads, give us a call! Our salespeople are trained to deliver solid results, consistently and over the long run. Click here to learn more and start getting the results YOU want, TODAY! 

Personal Interaction is the Differentiator You Need to Succeed in Sales

Yes, you can do your banking and order everything from dinner to a washing machine to nail clippers online. You can turn on your TV, adjust the volume and lock your doors, even when you are not anywhere nearby. But you really cannot replace HUMAN INTERACTION for real results, especially when it comes to sales. 

We are not disparaging technology – effective salespeople rely on a wide array of technical tools to identify prospects, monitor call volume and track KPIs. We are talking about the type of personal interaction that allows you to make a REAL CONNECTION with your prospects. 

Real, personal connection can be fostered in many ways. If your prospect is close by, meeting face to face is always a good way to connect with someone. Often, a live meeting can make the difference between ‘identifying a prospect’ and ‘creating a relationship that leads to SALES’. 

When a client is not in your zip code, or even your state, the phone is an excellent tool. But it is only effective when the calls are made by people who are really LISTENING and INTERACTING with the people on the other end of the line. People are getting bombarded by robocalls all the time so you need to be sure to connect personally if you want to close sales.  

We really like to use video calling. There are a number of easy to use platforms available including Zoom, GoToMeeting, Google Hangouts and more that can facilitate meetings that are the next best thing to live! 

Frequently, salespeople will lament that they have built themselves huge social networks (often at great time and expense) but they are disappointed that these efforts have NOT resulted in actual sales. Social networks CAN possibly help you identify good prospects, but if you are not connecting in person, via the phone or video calls, you are NOT really connecting.  

In person, phone calls and video calls allow you to build REAL connections with your prospect, allowing them to hear the inflection in your voice and see and FEEL your passion and enthusiasm.  

Yes, technology can facilitate these calls but it is the PERSONAL INTERACTION that is the differentiator you need to really succeed in sales! 

If you are NOT making the connections nor seeing the results YOU need, give us a call – we can help you with your script, train you and your team on your delivery and even make calls for you if needed! Contact us at 908.879.2911 or