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8.6 Sales and Customer Service

5 min readjune 24, 2024

Sales strategy and customer service are crucial for business success. A six-step approach guides the sales process, from to follow-up. Effective strategies include , preparing for sales calls, and handling objections to close deals.

Customer service impacts satisfaction, loyalty, and marketing. Personalized experiences, trust-building, and loyalty programs foster strong relationships. Tactics like and emphasizing value help overcome objections and secure sales.

Sales Strategy and Customer Service

Six-step sales strategy

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  • Prospecting
    • Identify potential customers by researching target market and ideal
    • Generate leads through various channels (referrals, networking, online marketing, trade shows)
    • Utilize tools like social media, email campaigns, and to reach prospects
  • Qualifying leads
    • Assess the potential customer's needs, budget, and decision-making authority through targeted questions
    • Determine if the lead is a good fit for the product or service based on their responses and profile
    • Prioritize leads based on their likelihood to convert and potential value to the business
  • Preparing for the
    • Gather relevant information about the prospect (company size, industry, pain points)
    • Develop a customized sales pitch that addresses the prospect's specific needs and challenges
    • Anticipate potential objections (price, timing, competition) and prepare persuasive responses
  • Making the
    • Engage the prospect and build rapport through active listening and genuine interest
    • Demonstrate the value of the product or service using case studies, testimonials, and calculations
    • Address the prospect's specific needs and pain points with tailored solutions and benefits
  • Handling objections and the sale
    • Actively listen to the prospect's concerns and acknowledge their perspective
    • Provide solutions and reassurance to overcome objections (offer trials, discounts, guarantees)
    • Ask for the sale using confident language and provide clear next steps for the purchase process
  • Following up and building relationships
    • Ensure post-sale through regular check-ins and prompt issue resolution
    • Provide ongoing support and communication to nurture the relationship and build trust
    • Seek referrals and opportunities for repeat business by delivering exceptional value and service

Impact of customer service

  • Customer satisfaction
    • Meet or exceed customer expectations by providing prompt, efficient, and friendly service
    • Resolve issues and complaints in a timely manner to minimize frustration and negative experiences
    • Regularly solicit feedback and act on it to continuously improve the customer experience
  • Personalized experience
    • Tailor service to individual customer needs and preferences (communication style, product recommendations)
    • Demonstrate and understanding when interacting with customers to build emotional connections
    • Create a sense of appreciation by acknowledging and milestones (birthdays, anniversaries)
  • Trust and reliability
    • Consistently deliver on promises and commitments to establish credibility and dependability
    • Be transparent and honest in all interactions, even when communicating unfavorable information
    • Maintain high standards of quality and integrity across all products, services, and customer touchpoints
  • Positive word-of-mouth
    • Encourage satisfied customers to share their experiences through reviews, social media, and referrals
    • Leverage testimonials and case studies to attract new customers and build brand credibility
    • Build a strong reputation for exceptional service that sets the company apart from competitors
  • Customer loyalty programs
    • Offer rewards, discounts, or exclusive benefits to frequent customers (points, tiers, early access)
    • Incentivize repeat purchases and long-term relationships through gamification and progressive rewards
    • Foster a sense of belonging and appreciation for loyal customers through personalized communication and perks

Tactics for objections and closing

  • Active listening
    • Pay close attention to the customer's concerns and objections to fully understand their perspective
    • Demonstrate empathy and understanding through verbal and nonverbal cues (nodding, eye contact)
    • Ask clarifying questions to better understand the root cause of the objection and tailor the response
  • Acknowledge and address objections
    • Validate the customer's concerns without being dismissive or argumentative
    • Provide specific information or evidence to counter the objection (data, case studies, testimonials)
    • Offer alternative solutions or compromises that address the objection while still meeting business objectives
  • Emphasize value and benefits
    • Reinforce the of the product or service and how it stands out from competitors
    • Highlight how the offering addresses the customer's specific needs and delivers tangible results
    • Demonstrate the long-term value and return on investment using concrete examples and calculations
  • Create a sense of urgency
    • Communicate limited-time offers or promotions to encourage immediate action
    • Emphasize the potential cost of delaying the purchase decision (missed opportunities, increased prices)
    • Highlight the immediate benefits of taking action (improved productivity, cost savings, competitive advantage)
  • Ask for the sale
    • Use clear, confident language to request the customer's business and secure their commitment
    • Provide specific instructions for next steps or purchase process to make it easy for the customer to act
    • Offer assistance and support to facilitate the transaction and overcome any final barriers or hesitations

Customer Relationship Management

    • Map out the entire customer experience from initial awareness to post-purchase support
    • Identify key touchpoints and opportunities for improvement throughout the journey
    • Tailor marketing and sales efforts to address specific needs at each stage of the journey
    • Provide consistent customer service across multiple channels (phone, email, chat, social media)
    • Ensure seamless transitions between channels to create a unified customer experience
    • Use customer data to personalize interactions across all touchpoints
    • Guide potential customers through awareness, interest, decision, and action stages
    • Develop targeted content and strategies for each stage of the funnel
    • Analyze conversion rates at each stage to identify areas for improvement
  • and
    • Identify opportunities to offer higher-value products or complementary items
    • Train sales staff to recognize customer needs and suggest relevant additional purchases
    • Use data analytics to recommend personalized product combinations
    • Implement strategies to maintain long-term relationships with existing customers
    • Regularly assess customer satisfaction and address any issues promptly
    • Develop loyalty programs and exclusive offers to incentivize repeat business
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AP® and SAT® are trademarks registered by the College Board, which is not affiliated with, and does not endorse this website.


© 2024 Fiveable Inc. All rights reserved.
AP® and SAT® are trademarks registered by the College Board, which is not affiliated with, and does not endorse this website.

© 2024 Fiveable Inc. All rights reserved.
AP® and SAT® are trademarks registered by the College Board, which is not affiliated with, and does not endorse this website.
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