Our Customization Formula

This is where the magic starts to happen!!

For over three decades, CCTS has been known for customizing all of our training, tools and job aids to your real-world telephone dialogues. If you are looking for customized skills with proven, customer-friendly best practices, all tailored to your reps and their conversations, this is the place for you! How do we customize? Here are the major steps.

Front-End Analysis

We start with meetings and call listening so we can learn as much as possible in the following areas.
  • Your calls (we keep any best practices your people already have and layer on our additional best practices)
  • Your reps
  • Your leaders and their day-to-day activities (e.g. how much they coach)
  • Your QA team (e.g. what they score, how they score)
  • Your metrics and your mission
We will ask you for 30-50 recorded calls from your main call types to examine start the building process.  We will ask for meetings with the groups mentioned above so we can learn their perspectives.

We will meet with decision makers at the start and after we conclude our meetings and call listening to present our recommendations for moving forward.

If your organization is small, we may only need one meeting and one or two dozen calls.  Lastly, if you do not have recorded calls, we can help you get enough recorded calls so we can assess your team’s current performance.

Rapid Response: During our Front-End Analysis, we will be building the new call skills. Once the Front-End Analysis is completed (1-2 weeks), we can move very quickly into the training stage.

Call Flow Creation

This is where the magic happens! All of your new skills will be captured in Call Flows for each of your main Call Types.  A Call Flow is not verbatim scripting (unless you prefer that).  It is an illustrated, step-by-step walkthrough of a Call Type with multiple, specific examples of how to say/deliver each step.  (see the sample on the right).  We house the entire call in the Call Flow with its new Best Practices.  Call Flows are easy for reps to use while on calls and easy for leaders and QAs to listen to, assess and coach.

Your new Call Flows will be completed for your approval when the Front-End Analysis is completed.

Pilot

For larger groups, piloting the new Call Flow is essential. It ensures the Call Flow works as intended, or changes and adjustments are made until it is correct. A pilot of several reps over several days will provide everything needed to know for sure the Call Flow is working effectively. A pilot also provides data so you know the new skills are benefitting you. Before / after analysis will tell you about average call length, numbers of calls taken/made, improved responsiveness from customers, single-call resolution, sales increases, etc.

Training Build

Another benefit of the Call Flows we make? They facilitate a faster and more effective training build. Each module or section will train one of the Call Flow skills (e.g. The Call Opening). Every bit of content in the module is designed to prepare your team to learn and effectively deliver that skill set. During the training, we rigorously role play so each participant is fully equipped to go back to the phones and immediately use their new skills.

Management Reinforcement, Call Listening and Coaching

Our secret weapon at CCTS is the management reinforcement piece.  We train up your leaders to be strong, accountable communicators and excellent coaches.  We can even customize your Management & Coaching course to your leaders’ specific needs and challenges.  This is the final piece, and vital to success. Once the training is delivered, management support either makes or breaks the initiative.  We do not like to take chances.  Invest in your leaders and you could be the next “wild success story.”
Contact Us Today!
Front-End Analysis

Front-End Analysis

We start with meetings and call listening so we can learn as much as possible in the following areas.
  • Your calls (we keep any best practices your people already have and layer on our additional best practices)
  • Your reps
  • Your leaders and their day-to-day activities (e.g. how much they coach)
  • Your QA team (e.g. what they score, how they score)
  • Your metrics and your mission
We will ask you for 30-50 recorded calls from your main call types to examine start the building process.  We will ask for meetings with the groups mentioned above so we can learn their perspectives.

We will meet with decision makers at the start and after we conclude our meetings and call listening to present our recommendations for moving forward.

If your organization is small, we may only need one meeting and one or two dozen calls.  Lastly, if you do not have recorded calls, we can help you get enough recorded calls so we can assess your team’s current performance.

Rapid Response: During our Front-End Analysis, we will be building the new call skills. Once the Front-End Analysis is completed (1-2 weeks), we can move very quickly into the training stage.
Call Flow Creation

Call Flow Creation

This is where the magic happens! All of your new skills will be captured in Call Flows for each of your main Call Types.  A Call Flow is not verbatim scripting (unless you prefer that).  It is an illustrated, step-by-step walkthrough of a Call Type with multiple, specific examples of how to say/deliver each step.  (see the sample on the right).  We house the entire call in the Call Flow with its new Best Practices.  Call Flows are easy for reps to use while on calls and easy for leaders and QAs to listen to, assess and coach.

Your new Call Flows will be completed for your approval when the Front-End Analysis is completed.

Pilot

Pilot

For larger groups, piloting the new Call Flow is essential. It ensures the Call Flow works as intended, or changes and adjustments are made until it is correct. A pilot of several reps over several days will provide everything needed to know for sure the Call Flow is working effectively. A pilot also provides data so you know the new skills are benefitting you. Before / after analysis will tell you about average call length, numbers of calls taken/made, improved responsiveness from customers, single-call resolution, sales increases, etc.
Training Build

Training Build

Another benefit of the Call Flows we make? They facilitate a faster and more effective training build. Each module or section will train one of the Call Flow skills (e.g. The Call Opening). Every bit of content in the module is designed to prepare your team to learn and effectively deliver that skill set. During the training, we rigorously role play so each participant is fully equipped to go back to the phones and immediately use their new skills.

Management Reinforcement, Call Listening and Coaching

Management Reinforcement, Call Listening and Coaching

Our secret weapon at CCTS is the management reinforcement piece.  We train up your leaders to be strong, accountable communicators and excellent coaches.  We can even customize your Management & Coaching course to your leaders’ specific needs and challenges.  This is the final piece, and vital to success. Once the training is delivered, management support either makes or breaks the initiative.  We do not like to take chances.  Invest in your leaders and you could be the next “wild success story.”
Contact Us Today!

Tension exists at the start of an inbound sales call because the caller does not know what is about to take place, and they only have their previous call center selling experiences as a reference, which are usually pretty poor. Putting the customer at ease and reducing caller tension right from the start is crucial. Establishing a positive and friendly atmosphere can greatly enhance the chances of a successful sales interaction. Try these tips and strategies to achieve a great connection, right from the start. You will be glad you did.

Greet the caller warmly: As soon as the call connects, greet the customer with a genuine and enthusiastic tone. Use phrases like “Good morning!” or “Thank you for calling.” This simple gesture helps to create a welcoming environment and sets a positive tone for the conversation.

Introduce yourself and the company with pride: Provide your name and mention the name of the company you represent. Rather than sounding mechanical or stiff, sound proud, like you are happy you work there. This helps to establish trust and credibility right from the start.

Clearly state your role and assure the caller that you are there to assist them with their needs: If you are going to handle their sales request, let them know that right up front. Some of the call tension is there because the caller doesn’t know whether you may be transferring them to someone else.

Listen Actively: Demonstrate active listening skills by paying close attention to the customer’s words and responding appropriately. Show empathy and understanding towards their concerns or inquiries. This helps build rapport and makes the caller feel valued and respected.

Use a friendly and reassuring tone: Maintain a calm and friendly tone throughout the conversation. Speak clearly and at an appropriate pace, ensuring that the customer can understand you easily. Avoid using technical jargon or complex terms that may confuse the caller.

Validate the customer’s concerns or the issues they are trying to solve: Acknowledge the reason for the customer’s call and reassure them that their concerns are valid, and that you are excited to help them with these issues. Do not miss this one. If a customer does not feel that you care, they will start thinking about moving to the next provider on their list very quickly. This is one of those areas that so many salespeople miss. They are worried about whether this customer will become a sale, or just a bother and a time waster. Needless to say, this approach will often end with missed opportunities.

Promise personalized solutions: At the start of a call, customers want to know that they are getting a smart solution, specifically designed for them. This assumes that your product line has choices. Let the caller know that you will be asking questions to learn more about their needs so you can deliver the solution that makes the most sense for them. Even if you sell a single product with no choices in the feature set, tell them you will be asking questions so that you can make sure your product is the right solution for them. This not only reduces tension, it will eliminate the buyer’s remorse that many customers experience after they are off the phone with you. These customers often cancel the order or return the product within a few days. By implementing these strategies, you can effectively put the call center customer at ease and reduce caller tension right from the start of an inbound sales call. Remember, the goal is to create a positive and comfortable environment that fosters trust and encourages the customer to engage in a meaningful sales conversation.

When handling inbound sales calls, it’s common to encounter customers who are in the early stages of their buying journey and express that they are “just shopping” and not ready to make a purchase immediately. These customers may not be ready to buy today, but it’s important to respond to them in a way that maintains a positive rapport and increases the chances of future sales. Plus, “just shopping” may be a way of holding the salesperson at an arm’s distance, while they could be fully ready to buy today, if they hear the right information from us. Here’s how you can effectively handle these situations.

Acknowledge their intention: Start by validating the customer’s statement that they are just shopping and not ready to buy today. Assure them that it’s perfectly alright and that you understand their position. “Of course. No worries at all. I just want to make sure I answer all of your questions. That way, when you’re ready, you’ll understand why (our product) is a great choice for you.” This helps build trust and shows that you respect their decision. The most important thing to remember is that every customer can choose not to buy today, even if they planned to buy when they called. If they do not have a good experience with the salesperson, they may decide to wait. By effectively acknowledging all buyers, we give ourselves the best chance to make a sale, whenever a sale is possible.

Offer assistance and information: Despite their intention to only browse, emphasize that you are there to provide any information they may need. Offer to answer any questions they have about the product or service. By being helpful and informative, you demonstrate your commitment to their needs, even if they’re not purchasing immediately.

Conduct a real Discovery Dialogue: Some of these callers will want to be on and off the phone very quickly, but you should absolutely try to open up the dialogue with some great Discovery questions. Learn why they were interested, what pain points our product will solve, what their budget is, what features of our product make the most sense for them, etc. Remember, this customer may be fully ready to buy today. If we do not learn about them, we cannot tailor our product presentation to their real world. That means a sale is much less likely to occur.

Highlight product features and benefits: While the customer may not be ready to buy today, take the opportunity to highlight the key features and benefits of the product or service. Provide valuable insights that could sway their decision in the future. By showcasing the value and advantages, you plant the seed for a potential future purchase. As mentioned, this is easiest to do when we ask great Discovery questions.

Share customer testimonials or success stories: If applicable, share positive customer testimonials or success stories related to the product or service. This helps to build credibility and trust, and may spark the customer’s interest. Hearing about other satisfied customers could influence their decision to consider purchasing in the future.

Provide incentives for future engagement: To encourage the customer to stay engaged, offer incentives such as exclusive discounts or promotions that they can take advantage of when they are ready to buy. This shows that you value their interest and are willing to reward their loyalty. Capture their contact information, with their consent, to follow up on these offers.

Ask for the sale! You never know if you don’t ask. You built rapport. You asked great Discovery questions. You presented your product and key features in a great light, tailored to this customer’s world. Why not ask them to purchase? Adding the three words, “If you’d like,” makes this easy and non-offensive. “And the best part is, if you’d like, we can place this order right now, and that way, you’ll be able to start taking advantage by Maintain a friendly and positive tone: Friendly, positive and engaged is always the best approach when working on any inbound sale. Do this with shoppers, too, and they will remember you for the future.

Follow up appropriately: After the call, if the customer has agreed to be contacted, make sure to follow up within an appropriate timeframe. For hesitant customers, like shoppers, this is even more critical. Send them relevant information, offers, or updates to keep them engaged and remind them of your company’s products or services. This ongoing communication helps to nurture the relationship and increases the likelihood of converting them into a future customer.

By employing these strategies, you can effectively respond to call center customers who say they are just shopping and not ready to buy today. While immediate sales may not be achieved, you can still try to make the sale today, If not, you can leave a positive impression and pave the way for potential future purchases.

In an inbound sales call center, there are several quick fixes and improvements that can be implemented right away to boost sales. These strategies focus on enhancing the customer experience, optimizing sales processes, and maximizing conversion rates. Here are some actionable steps you can take.

Streamline call routing: Ensure that calls are efficiently routed to the most appropriate agents based on their skills and expertise. Should you give your higher-producing agents the best calls, or would that be unfair? If it will boost sales, and sales are critical right now, do it. Implement an intelligent call routing system that minimizes wait times and connects customers with the right representatives promptly. This improves customer satisfaction and increases the likelihood of successful sales interactions. If your customers first encounter a receptionist, make sure that person truly welcomes the caller into the call, and then demonstrates an eagerness to move the caller to one of your sales professionals who will solve the their problems using your products.

Provide comprehensive product training: Equip your sales team with in-depth knowledge about your products or services. Have your products changed and your sales agents are telling customers about product details, which are inevitably incorrect? Do the agents struggle with pricing on your products? Conduct regular training sessions to enhance their understanding of key features, benefits, and competitive advantages. Well-informed agents are more confident in their sales pitch, resulting in improved conversion rates.

Optimize call scripts: Review and refine your call scripts to make them concise, engaging, and customer-centric. Empower agents to personalize their conversations while still adhering to key messaging points. This enables them to build rapport, address customer needs effectively, and present compelling offers. At Call Center Training Solutions, we have been building call flows and scripts for clients for decades. We know how much a poor call flow or script can reduce sales.

Implement cross-selling and upselling techniques: Train agents to identify opportunities for cross-selling and upselling during customer interactions. Provide them with a clear understanding of complementary products or services that may enhance the customer’s experience or meet their additional needs. Upselling and cross-selling can significantly increase the average order value and boost sales revenue. Surprisingly, many salespeople prefer to not to do this. They are afraid to talk about a cross-sell product, for fear of losing the original sale. This fear is unfounded. In the long run, reps make more sales (with higher average revenue) when they attempt to cross-sell and upsell because the customer appreciates the complete solution.

Leverage customer data: Utilize customer data and analytics to gain insights into buying patterns, preferences, and customer behavior. This information helps identify potential leads and target customers more effectively. Tailor sales approaches and offers based on customer segmentation and personalization, increasing the chances of conversion.

Implement call-back options: Offer customers the option to request a call-back rather than waiting on hold for extended periods. This feature reduces customer frustration and allows them to continue with their day while awaiting a convenient call-back time. It demonstrates responsiveness and improves the overall customer experience.

Encourage customer feedback: Actively seek feedback from customers regarding their experience with your call center. Implement customer satisfaction surveys or feedback mechanisms to gather insights and identify areas for improvement. Address any issues promptly to enhance customer satisfaction and loyalty.

Motivate and incentivize the sales team: Recognize and reward top performers to motivate the sales team and boost their morale. This includes paying more for those cross-sell and upsell opportunities. Introduce incentive programs that encourage healthy competition and drive sales results. When was the last time you really looked at your reps’ comp plan, or when was the last time you asked your reps whether the current comp plan is motivating to them.

By implementing these quick fixes and improvements, an inbound sales call center can immediately boost its sales performance. Remember to regularly assess the impact of these strategies, adjust as necessary, and maintain a customer-centric approach throughout the sales process.

Consultative selling is a buzzword that has been around seemingly forever now, and the great news is that it still really helps the salesperson make more sales. In general, customers prefer this approach, too, because they get to talk about what is important to them. Most customers have a poor view of salespeople. Asking more questions can help the salesperson connect with the customer, and that means they start to open up and trust us.

The questions we would suggest for your salespeople may be very different from these examples. In general, however, there are a few great questions that work for most selling situations. This is an inbound call. The caller wants something. They expect us to ask questions, in most cases.

Why Now and Why Us: These two questions should be a staple for your salespeople, especially right near the beginning of the call. They are easy to ask and they net great results. Why Now? “What’s prompted you to start looking for a new laptop right now?” Why Us? “And what made you choose our organization?” This second question has lots of derivatives. “What caught your interest about our product line?” “What was it about the C-series that you like the most?” These two questions tell you a) the customer’s urgency, b) what they liked about your organization and c) what pain points they are trying to solve. Sometimes, Why Us nets an answer like this. “My sister swears by your products and she said to me, ‘Don’t buy anything else!’” How much easier is it for the salesperson to sell after answer like that?

What’s your timeframe for purchasing? When you first read this, you might think this causes problems because a caller could say, “Oh, not for a few more months,” and now you have no chance for a sale.

Who else needs to be involved (and can we get them on the call)?”

Sometimes, callers do not want to open up or answer any of our normal Discovery questions. Some may have had bad experiences in the past with sales organizations. They may feel that the more they tell us, it makes it easy for the salesperson to “use it against them,” and manipulate them into making a purchase they do not want.

By employing effective communication strategies, you can encourage customers to share relevant information and enable a more productive sales conversation. Here are some approaches to consider. Many of these tips will prevent the customer from going silent on us. They may be obvious, but in this situation, they would be the best preventatives or fixes.

Establish rapport and build trust: Begin the conversation by establishing a friendly and warm rapport with the customer. Greet them with enthusiasm. Use their name if available, and create a positive first impression. Make them feel valued and appreciated, which helps build trust and encourages openness. Let them know that you will be asking questions so you can most effectively help them with their inquiry. Stress that the questions just make it easier for you to give them everything they need and nothing they don’t.

Active listening: Demonstrate active listening skills throughout the conversation. Pay close attention to the customer’s words, tone, and emotions. Show genuine interest in their needs and concerns. By actively listening, you convey that their opinion matters and that you are invested in finding the best solution for them. It is when we ask a question that the caller has already answered (and we didn’t remember) that they begin to shut down.

Use open-ended questions: Frame your questions in a way that encourages customers to provide detailed responses. Instead of asking simple yes-or-no questions, use open-ended questions that require more thought and elaboration. For example, “Can you tell me more about what you’re looking for in a product?” This encourages customers to share their preferences, requirements, and motivations.

Position potentially awkward questions: Sometimes a question can be uncomfortable for a caller to answer, even though it’s a very common topic in your typical conversations. “How much do you want to spend today?” “How large of a monthly payment can you handle?” “Can you tell me about your previous medical issues in that area?” Any question that will make a caller uncomfortable and potentially derail the entire sale needs some Positioning on the front end. Explain why you are asking the question. It’s very simple. “We find that a lot of customers have unique needs that may require additional services, so let me ask you…” “It’s critical that we have a great snapshot of your current living situation, so I’m curious…” “We want to make our service as affordable as we can for every customer, so I was wondering…” When a caller understands why we are asking, they rarely mind giving you the answer.

Be empathetic: Show empathy towards the customer’s situation. Acknowledge their challenges or frustrations and let them know that you understand. Empathy creates a sense of understanding and rapport, making customers more likely to open up and engage in a meaningful conversation.

Tailor questions to their needs: Customize your questions based on the customer’s specific inquiry and their stated preferences. By asking relevant and targeted questions, you demonstrate that you are focused on addressing their unique needs and concerns. This approach shows that you value their individuality and helps them feel more comfortable sharing information.

Assure confidentiality: Let customers know that the information they share with you is treated with confidentiality and will only be used to assist them better. Assurances of privacy can alleviate any concerns they may have about sharing personal or sensitive information.

Be patient and non-judgmental: Some customers may be hesitant to open up initially. Be patient and avoid jumping to conclusions or making judgments. Create a non-judgmental environment where customers feel safe sharing their thoughts and concerns. Encourage them to take their time and reassure them that you are there to listen and help.

Offer appreciation and gratitude: Thank customers for sharing their thoughts and providing the information you requested. Express gratitude for their time and trust. This positive reinforcement encourages further engagement and helps build a long-lasting relationship.

By implementing these strategies, you can create a welcoming environment that encourages customers to open up and answer your questions when they call in to inquire about your products. Remember, building trust, active listening, and tailoring your approach to their needs are key to establishing a productive and successful sales conversation.

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