Is there a better way to search for new business than the dreaded “Cold Call?”

By Lee R. Van Vechten

            The above question is asked over and over again…the question is without age.  Marketing and sales executives in the 1970’s ask the question and in this new Millennium, with its global market influences, the question is still asked, “Is there a better way?!”

            The question suggests that the answers applied to the problem (or opportunity if you will) are less than satisfactory.  Thus, the search goes on. Given that mistakes can occur, i.e., hit or miss marketing programs or less than exciting results from multiple channel new business forays, it appears that the solution will be forever elusive.

            Are we doomed?  Is there truly a magic bullet?  As disappointing as this may sound there is no magic bullet but we are not doomed.

            As Bill Parcells of professional football coaching fame and coach Joe Paterno, coach of the Penn State’s Big Ten Team so often expound… “It’s back to basics.”  I would add, plus one.  All new business programs must first identify the objective then clearly identify the problems that will be incurred while attempting to accomplish the objective.  The entire exercise boils down to problem solving 101.

Symptoms Vs. Problems

            So often we address symptoms of problems vs. the problem itself.  This then leads to new business program dissatisfaction or outright program failure.  Here are two abbreviated case histories to demonstrate the point.

            Company: Catalog Promotions firm; promotional product sales to institutions and businesses.

Products: Product offerings were both manufactured onsite and from outsourced product suppliers for organizations celebrating events and who wish to promote these events, e.g., “We love our teachers week.”

Sales Channels: Catalogs drive business into the order entry and or customer service center, manufacturer’s reps/exclusive distribution representatives and telephone sales.

Size of business: Approximately $50,000,000.

Margins: 50% plus

Identified problems:

1.      Costs to convert leads to new business, e.g., product sample requests that never purchase vs. those that do.

2.      Flat, overall growth rate in the business was documented.

3.      Loss of repeat business, as in 35% of the customers never repurchased, i.e., customer lifetime value was seriously impacted.

4.      It was difficult to measure anything but direct mail response rates, nothing seriously measured in either phone channel (inbound/outbound)..

5.      Direct mail marketing culture and their unwillingness to really change (telephone selling has its own needs and unique culture).

Notice that the above five points are all symptoms of the problems not the problem itself.  The problem or objective is how do we grow this business given our current marketing environment.  Over simplified?  I don’t think so.

            The solution was integrated marketing (which is an article in it’s own right).  Both proactive account management and samples/lead conversion via the phone were the answers.  What was $2,000,000 in sales volume is now $4,000,000.  How was this accomplished?  Via a proactive, telephone sales program/department in a territory configuration.  They dealt with all the symptoms and the problem successfully within four months of the start-up program.  How was success measured?  Comparison to a control group (where nothing was changed) and measuring the true cost of sales and enhanced lifetime customer values.

Case example two…

            Company: Service Provider (B-to-B)

Services: Records management (safe and inexpensive storage of currently unneeded paper documents).  Also records destruction when needed and provide records on a demand and on a real-time basis.

Sales Channels: Field Sales force; all new business driven, no account maintenance, 15 years plus was recorded for customer lifetime value.

            Size of business: Approaching one billion dollars.

Margins:  “Unbelievable”

Identified problems

1.      Appointments for field sales organization or (if you will) productive prospecting by the sales team needed improvement.

2.      Internal lead qualification center (“the telephone staff”) was unable to provide enough sales leads for the 100 plus reps in the field sales organization.  Quality of the leads was also an issue.

3.      Reps’ felt prospecting was a waste of their selling talents and requested more from support sources in order for them to meet their new business sales objectives/quotas/goals.

4.      Informal and less than productive direct marketing campaigns that assisted with direct marketing lead generation.  No real measurement of this activity as to what was working and what wasn’t.

5.      Cold calling from purchased lists was just brutal and very expensive!  Cost per lead was prohibitive.

6.      Strange as it may seem…same problem, growth; the need for new business.  The rest are symptoms of the problem.

The Solution

The proposed solution was to merge two company-calling centers into one centralized facility.  Turn the lead qualification mission into a sales (selling organization) mission as opposed to a

staff support mission.  This is a subtle change, but politically (internally) an important change.  Establish an outsource program, business to business, lead generation unit to test lists and marketing concepts before installation of these programs into the “new and improved” inside sales unit.  Finally, to develop a two-step direct marketing campaign asking the suspect to do “self-analysis” which can be scored.  If the self-assessed score was low…the suspect most likely won’t request information and or a problem solution.  It’s those high assessment leads that the new inside sales unit will call to either qualify, sell or both (for and with the field organization).

            What are the measurements of success?  The true cost to convert a prospect/suspect to a customer.  Who, incidentally, will be on the books for 15 years plus!

What are the anticipated problems for both examples?

Anticipate two problem topics, tracking the event and cost per lead.  Field selling organizations traditionally are light on detail or lead feedback information.  Automating that process on the enterprise database helped that problem immensely.  Secondly, pairing of inside and field reps also had great value.  Finally, all programs were tested by the outsource agency first; adjustments were made where needed; training topics were identified; and based on these experiences, plus tons of call monitoring…. clear rules of the day were identified for the program.  Then, and only then, was the program turn-keyed into the inside selling team.

Flat Growth

            In our first case example one of the problems was flat growth.  After investigation it was noted that fully 35% of new business had no sales activity in the last 12 months.  Thus, in order to stay even with last year’s results more new business was needed just to breakeven with previous year.  Based on this consultant’s experience here was what was budgeted.  (An Example)

Territory value previous 12 months$750K    

35% loss of accounts and volume    ($200K)

Net base (actual) in 

geographic territory assigned            $550K

 Program handles all accounts that purchase $1,000 or better during the previous 12 months (active and inactive accounts).  All sample leads and catalog requests were called first then mailed in those territories, if appropriate.  Any large, unidentified new piece of business over $2,500 was called immediately.

New budget established equaled….

1.      35% incremental gain on the $750K

2.      20% reactivation target of all inactive accounts in the territory $40K (X) six territories!

3.      Sample and catalog requests business conversion was budgeted at 200% gain over mail statistics previously recorded in the past six months.

Results

            Six territories exceeded previously recorded sales results by close to 100%.  What was $750K was now 1.45 million.  How did they measure the program?  The control group barely reached $750K.  The name of the new program?  Managed accounts!  And therein lies the answer to the problem.  Manage your account structure with an efficient, proactive, inside selling resource.

Summary

            In 26 years of consulting in this business arena I have never seen results less than 30% gain and traditionally it’s 35% plus at a lower cost of sales.  Why aren’t more companies using these tools?  I haven’t got a clue!

Lee R. Van Vechten is president of F.G.I. & Affiliated Publishing Companies, and Partner in The Van Vechten Group, Freehold, New Jersey, a management-consulting firm since 1977, specializing in turnkey telephone sales installations for businesses; specifically the creation of telephone selling resources for clients. Lee's book can be found on Amazon.com