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How can you use technology to build relationships with potential customers in outside sales?

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Outside sales is a challenging and rewarding career that requires you to build rapport and trust with potential customers in different locations and contexts. Technology can help you enhance your communication, collaboration, and productivity skills, as well as provide valuable insights and feedback. In this article, we will explore how you can use technology to build relationships with potential customers in outside sales.

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1 Use video calls and screen sharing

One of the best ways to connect with your prospects and show them your value proposition is to use video calls and screen sharing tools. Video calls allow you to see and hear each other, which can create a more personal and engaging interaction. Screen sharing tools enable you to demonstrate your product or service, share slides or documents, and address any questions or objections. You can also record your video calls and share them with your prospects for future reference or follow-up.

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Michael Walden

Shop Foreman
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I leverage my ability as an experienced technician in out side sales. In the heavy equipment world I face time my customers when they have issues with the units they have on rent. I walk them through the steps on the spot using FaceTime to get them back on track. Using my skills in this manner paired with technology enables me to bring more value to the table than my competitors. This approach has caused a surge in revenue and created trust with my customers because they know I’ll get them what they need on the sales side and have the ability to keep it there when they need it on the service side.

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Kathy Husser

EdTech Consultant | Administrator | Photographer | Librarian | Writer
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Technology allows you to help the customer almost immediately via zoom and screen sharing and your ability to be available. Customer questions are more readily answered and new solutions to their problems can be addressed “face to face” from literally anywhere.

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2 Use CRM and automation tools

Another way to use technology to build relationships with potential customers is to use CRM and automation tools. CRM stands for customer relationship management, and it is a software that helps you manage and track your interactions with your leads and customers. Automation tools allow you to automate some of the repetitive tasks, such as sending emails, scheduling appointments, or updating records. By using CRM and automation tools, you can save time, stay organized, and deliver personalized and timely messages to your prospects.

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Sarah Kolawole

Email Marketer | Direct Response Copywriter | Breaking The Rules and Driving Conversions | Significant Revenue Boosts (Think $X Millions) And Conversion Rate Lifts (5-10%+)
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Automation tools are like trusty sidekick, handling the routine tasks such as email sends, appointment bookings, and record-keeping. This duo not only frees up your time but ensures that your messages are personalized and timely.

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Joshua Legg

Precision Machining ?? Additive Manufacturing ??Intelligent Tool Corporation ?? Helping businesses reach production goals with precise parts on time every time
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Automation is a double-edged sword, with the potential to both assist and hinder. In my experience, I experimented with automation for outreach, but it seemed to have a more detrimental impact than positive. Hours were invested in setting up an automated system with a generic message, but the outcome was far from desirable. Instead of engaging people, it often led to frustration or no response at all. Reflecting on it, I realized that dedicating those same hours to personalized, targeted outreach would likely have yielded more fruitful results and contributed to growing my business.

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3 Use social media and content marketing

A third way to use technology to build relationships with potential customers is to use social media and content marketing. Social media platforms, such as LinkedIn, Twitter, or Facebook, can help you research your prospects, reach out to them, and build your credibility and authority. Content marketing involves creating and sharing valuable and relevant content, such as blog posts, videos, podcasts, or ebooks, that can educate, inform, or entertain your prospects. By using social media and content marketing, you can attract, engage, and nurture your prospects, and position yourself as a trusted advisor.

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Sarah Kolawole

Email Marketer | Direct Response Copywriter | Breaking The Rules and Driving Conversions | Significant Revenue Boosts (Think $X Millions) And Conversion Rate Lifts (5-10%+)
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Content marketing complements social media by providing informative and engaging content that resonates with your audience. It's like you're casting a net into the vast digital ocean, drawing in potential customers by addressing their needs and interests. Together, social media and content marketing form a powerful duo to connect with your audience and drive engagement.

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4 Use analytics and feedback tools

A fourth way to use technology to build relationships with potential customers is to use analytics and feedback tools. Analytics tools, such as Google Analytics, can help you measure and optimize your online performance, such as your website traffic, conversions, or bounce rate. Feedback tools, such as surveys, polls, or reviews, can help you collect and analyze your prospects' opinions, preferences, or satisfaction. By using analytics and feedback tools, you can improve your offerings, tailor your messages, and address your prospects' needs and pain points.

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5 Use mobile and cloud technology

A fifth way to use technology to build relationships with potential customers is to use mobile and cloud technology. Mobile technology, such as smartphones, tablets, or laptops, can help you access and update your information, communicate with your prospects, and present your solutions from anywhere and anytime. Cloud technology, such as Dropbox, Google Drive, or iCloud, can help you store and share your files, collaborate with your team, and sync your data across your devices. By using mobile and cloud technology, you can increase your flexibility, efficiency, and productivity.

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6 Use gamification and storytelling techniques

A sixth way to use technology to build relationships with potential customers is to use gamification and storytelling techniques. Gamification involves applying game elements, such as points, badges, or leaderboards, to your sales process, to motivate, reward, and challenge your prospects. Storytelling involves using narratives, emotions, and visuals, to convey your message, connect with your prospects, and persuade them to take action. By using gamification and storytelling techniques, you can make your sales process more fun, memorable, and compelling.

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7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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How can you use technology to build relationships with potential customers in outside sales?

1

2

3

4

5

6

7

1 Use video calls and screen sharing

2 Use CRM and automation tools

3 Use social media and content marketing

4 Use analytics and feedback tools

5 Use mobile and cloud technology

6 Use gamification and storytelling techniques

7 Here’s what else to consider

Sales

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How can you use technology to build relationships with potential customers in outside sales?

1

2

3

4

5

6

7

1 Use video calls and screen sharing

2 Use CRM and automation tools

3 Use social media and content marketing

4 Use analytics and feedback tools

5 Use mobile and cloud technology

6 Use gamification and storytelling techniques

7 Here’s what else to consider

Sales

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