How do you follow up with a customer after a software sales call?

?? Start with Gratitude: "Thank you for taking the time to discuss [Software Name]. We value your insights!" ?? Recap the Highlights: Summarize key points from the call: "We discussed how [Software Name] can optimize your [specific process]..." ?? Reiterate the Next Step: Confirm the agreed action: "As discussed, I'll send over the detailed proposal by [specific date]." ?? Provide Additional Resources: Offer a relevant case study or video link: "Here's a success story from a client in a similar industry." ? Open the Door for Questions: "Please don't hesitate to reach out if you have any questions or need further clarifications."

Just after a call send minutes of the meeting and share everything discussed during the call. At the end of the email also mention that you will take a follow-up with that person in X days so either that person will say instead take a follow-up after X days or anything else. Or else they won't say anything and then you can take a follow-up as per the days mentioned.

Always step #1 - Immediate follow-up / recap email. - Show appreciation for the prospect's time, thank them for taking the call - Recap what you've learned about their business & their needs (demonstrate you were actively listening) - Highlight briefly the outcomes your solution would help their business achieve - Identify both parties next steps (ie. next call/meeting date, discussions to be held internally, feedback to be provided, etc) - Opportunity for continued questions / open line of communication ("If you have any other questions before we speak next, please feel free to reach out at any time")

First, forget the word follow up. It becomes to easy to just mail in the next call by telling your prospect; "I'm just following up." Rather, think in terms of continuing the discussion. After the first call it's a great time to summarize their situation and in point form highlight any needs or problems they have discussed. Now for the value add. Case studies or customer success stories make for great talking points. Walk your prospect through the similarities between their situation and the customer success story. Emphasize any hard numbers like ROI, time to payback etc so your champion within the account is well prepared to address any internal opposition to moving forward with your firm's solution now.

?? Offer Value, Not Just Information: Share industry insights, best practices, or trends they might find useful: ?? Provide Clarity: Recap any technical aspects discussed: "Wanted to clarify how our software addresses [specific feature/need]." ?? Invitation: Offer a further demo or deep-dive session tailored to their needs: "Would a focused demo on [specific feature] be beneficial?" ?? Highlight ROI: "Companies similar to yours have seen a [percentage] increase in efficiency after implementation." ?? Test Drive: Propose a free trial or assessment: "Experience firsthand how our solution can streamline your processes." ?? Be Their Consultant: "Given your goals, here are some custom strategies our software can help execute."

?? The Multi-Channel Approach ?? ?? Email: The classic! Send a personalized summary of the call and your value proposition. "Recapping our enlightening chat..." ?? Text/WhatsApp: For quick reminders or check-ins: "Just a nudge about our discussed next steps!" ?? Phone: A direct way to address queries and ensure clarity. "Wanted to touch base and clarify..." ?? Social Media: Engage on platforms they're active on. Share relevant content or articles. "Thought you'd find this insightful, based on our chat!" ?? Webinars & Online Events: Invite them to deepen their knowledge. "Join our upcoming session about [topic]!" ?? Calendar Invites: Proactively set the next touchpoint. "Scheduling our next deep dive. Does this time work?"

What I was doing was, just after a call I send a LinkedIn connection request with a personalized note so easier to get connected with that person as you just talked to that person. And then simply engage with their posts.

?? Open & Click-Through Rates: Keep tabs on email engagement to gauge interest. "they clicked on the pricing link!" ?? Follow-Up Response Rates: How many get back to you after that first post-call email or message? ?? CRM Metrics: Use platforms like Salesforce or HubSpot to track interactions, deals in progress, and customer statuses. ?? Conversion Rates: How many of your post-call follow-ups lead to demos, trials, or sales? ?? Email Tracking Tools: Tools like Mailtrack, Streak, Yesware give insights into when your emails are opened and which parts are clicked. "They've opened my email three times today!" ?? Refinement & Iteration: Continuously tweak based on data. Check what doesn't work, double down on what does.

?? Set Clear Next Steps: Always end the call with a clear action, whether it's another call, a demo, or sending over additional resources. ?? Personalize Your Approach: Tailor your follow-ups based on what you learned during the call. Did they mention a specific challenge or goal? ?? Consistent Communication: Don't wait too long to reach out. Strike while the iron's hot! ?? Educate & Add Value: Share relevant blog posts, case studies, or whitepapers that might interest them. ?? Introduce Team Members: If another team member will be crucial in the next steps, introduce them early to maintain trust. ?? Share Success Stories: Real-world examples can solidify the value of your software.

The most important aspect in any sales is to take an early cue of client’s dreams and aspirations. If you succeed in placing your product or solution in that dream picture and help him evolve that dream further for a bigger goal then you already have almost won the battle

I feel, we shall be asking the customer about the benefits , he is receiving as per earlier discussed in sync with their KPI or not? If not, immediate rectification shall be offered and recheck the outcome.