Nowadays, technology has become a great tool for successful B2B marketing, however, smart businesses understand that purchasing decisions are made by human beings who talk to another human being. It’s simple, although a lot of simple business transactions exist entirely online, one of the effective marketing practices includes a human touch.

And, taking out this additional time to contact customers with a personal touch proves to be useful in successful appointment setting. In this blog, we will talk about evaluating factors of the best appointment setting companies that can launch an appointment setting campaign that acquires valuable leads. After all, a powerful sales pipeline overflowing with high-quality prospects is the vital spark of successful B2B companies.

5 Major factors to consider before deciding to hire an appointment setting company

1. Company’s reputation

To gauge an appointment setting company’s reputation you need to know

• How well has the company performed in the former years?
• How do the old and new customers recommend appointment setting services?
• How effortlessly you can identify and contact the trustworthy references?

An organization’s track record means the number of years it has been in the business and how well have they satisfied their customers by catering to their appointment setting services. Moreover, don’t just hire an appointment setting company based on its published success stories. It is crucial to identify the provided references.

2. Right experience

The appointment setting business is quite competitive now and strong players often come to the table with significant industry exposure as well as the right experience. With your long-grounded expertise and vast experience in appointment setting will help you in bringing in industry-specific quality leads for various industry verticals such as BFSI, IT, healthcare, and more.

3. Campaign management approach

Every appointment setting company has its own campaign management methodology. Just hire an appointment setting company that has a campaign management questionnaire strategically designed. You must partner your prospective appointment setting company after knowing about their business goals, strategy and scripts, agent communication, and agent working on the campaign.  

4. Company database management

The contact database and CRM application incorporate critical business intelligence necessary to run marketing and sales activities. Thus, before hiring an appointment setting services provider you must confirm whether the agent continuously updates the contact data of the leads. Besides the agents that work must be capable of capturing information into the multiple fields as per the directions provided based on sales and marketing intelligence.

5. Comprehensive reporting

Your appointment setting partner must prepare and share a detailed report on a regular basis to evaluate the success of ongoing campaigns. This is because an appointment setting agent might make hundreds to thousands of calls during the campaign but you need to understand whether

• The level of productivity of a particular day
• The details captured during the campaign
• The accuracy of questions probed and detailed entered into the database
• The follow-ups status as well as included notes about the conversation with a particular contact.

In the end, based on the percentage of calls made to appointments arranged, you will be able to get an idea of a company’s long term performance and project ROI. 

The final say

These are some of the decisive factors to check in your appointment setting services provider. In this aggressive business market, the quality of the leads is of prime importance. And a skilled agent would be the one to generate quality leads and set appointments. Hence these considerations play a huge role in increasing your return of investments.