Using the Telephone as a Sales Tool: is this Concept Outdated?

Nicole Laurier • March 16, 2020

Social Distancing has become the ‘new normal’ during the Coronavirus pandemic. Towns, cities, states and countries throughout the world have imposed lock downs to ‘flatten the curve’. As we all navigate this new ‘normal’, it occurred to me that a blog I wrote 8 years ago about using the telephone as a sales tool has become relevant but needed a refresh!

Technology has seen a huge evolution (again!) since I wrote the blog and, while the telephone is not used as much for calling, video conferencing has certainly gained traction and even before the pandemic, it was the go to for meetings rather than a telephone call, or even (when practical) in person meetings.

As the current social distancing protocols do not allow in person meetings, ‘Zoom’ calls have become commonplace and not just in the work environment. An app that we have been using for about two years to transact business meetings has suddenly become the go to for everyone!

In the past 6 plus weeks, Zoom has become the go to for socializing, be it a 10- minute coffee break, a happy hour, a yoga workout, a games night, book club meetings, everyone seems to be getting on board to socialize virtually!

Since we closed the Fisher office so our team can stay safe and work from home, we have encouraged everyone to use their video as much as possible during meetings to ensure we all have some social interaction during the day.

In my experience, conversation flows better when you can see a person, even if the image is transmitted through your computer camera. I also think that knowing you are going to be seen on screen ensures that you get dressed for work even if you are staying home. You may be wearing a collared shirt with shorts but under the desk no one will know!

While all this new technology is great, there are still business challenges when you are trying to drive sales during a pandemic. You can’t just pick up the telephone or schedule a meeting cold! However, you can’t stop working either! When this crisis passes its peak, life should, we all hope, get back to some sort of normal.

 

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I think the solution is to use all the tools that we have available to keep connected. Using the telephone is still a great way to build relationships provided you avoid the pitfalls. If you want to make a telephone call, go ahead, but, don’t call without having a compelling message, just checking-in - is not a good reason to call! I would add a caveat that may be different if you have a long-standing relationship with someone.   

Other pitfalls include; pestering a prospect, constantly leaving irrelevant messages and when connecting not listening to what the prospect is saying to you!

By using the telephone to be professionally persistent your genuine prospects will be more willing to engage with you. If used in conjunction with email you have a fast and effective backup that you can use to repeat your voicemail message, which will often ensure that you get a response to the message you leave.

A genuine prospect will get back to you. There are two key reasons you don't hear back: 1) if your prospect is not genuine or 2) you are not presenting your product in a way that pique their interest, in both cases your phone and your email will remain quiet!

Don't give up! You can always stop calling for a few weeks and then try and re-engage at a later stage with a different, more compelling message. If that still doesn't work, then you need to find our if they are genuine.

Never be afraid to qualify or disqualify a prospect. Better to work on real opportunities than chase pipe dreams.

The good news, in my opinion, is that the telephone is still a good sales tool; it’s up to you to make sure you are an effective user! When they answer the phone, you can always suggest next time you talk that you make it a Zoom!

 

Do you want to have a virtual coffee with us?


By Nicole Laurier January 28, 2025
From managing inventory to processing sales data, repetitive manual tasks can drain employee time and increase the risk of costly errors. Whether you operate a brick-and-mortar store or an eCommerce platform, these challenges can impact productivity and profitability long before your product reaches the shelves. Business Process Automation (BPA) offers a game-changing solution by eliminating the need for manual data processing. BPA Platform automates essential retail tasks such as updating product information, generating sales reports, and handling returns, allowing employees to focus on more strategic responsibilities. By reducing operational costs, minimizing human error, and streamlining workflows, automation empowers retail businesses to process sales and manage critical data more efficiently—all without employee intervention. Keep on reading for more details! What is a Business Process? Business processes refer to a series of interrelated tasks or activities performed within an organization to achieve a specific goal or deliver a desired outcome. They represent the systematic way in which work is organized, executed, and monitored to ensure smooth operations and efficient resource utilization. Business processes can encompass various functional areas such as sales, marketing, finance, human resources, operations, customer service, and much more. These processes often involve the flow of information, materials, or services across different departments or individuals, following predefined rules or guidelines. They can range from simple tasks to complex workflows, and their optimization is crucial for enhancing productivity, quality, and overall organizational performance. Automated Business Process Examples So what types of business processes can be automated? Well, the list is endless and is dependent on the type of business or company structure that it is going to be applied to, and the specific needs, goals and challenges of the organization. Business process automation provides the ability to carry out and fulfill business processes without human intervention. These processes can cover a wide variety of business activities, tasks or workflows, ranging from order management and financial reporting, to data monitoring and critical notifications. Likewise, automated workflows can be used across a variety of industries and functions, from customer service and marketing, to finance and HR. Here are some common examples of business processes that can be automated: Invoice processing: Automating the invoice processing workflow involves capturing invoice data, validating it against predefined rules, routing it for approvals, and generating payment notifications. This automation can streamline the accounts payable process, reduce manual data entry, and improve accuracy. Order fulfillment: Automating order fulfillment involves integrating systems for order capture, inventory management, order processing and shipping. Automated workflows can help track orders, update inventory levels, generate shipping labels and send order status notifications to customers. Customer Relationship Management (CRM): Automating CRM processes involves capturing and managing customer data, tracking interactions and automating communication workflows. This automation can help in lead generation, sales pipeline management, customer segmentation and personalized marketing campaigns. Performance reporting: Automating performance reporting involves collecting data from various sources, aggregating it, and generating reports for analysis. Automated reporting can save time, provide real-time insights and enable data-driven decision-making. Expense management: Automated systems can capture expense data, validate it against policies, route it for approval and streamline reimbursement processes, saving time and reducing errors. Why BPA Platform is the Right Choice BPA Platform provides the tools needed to quickly and easily build automated processes that are unique to the way a business works. It allows for changing business environments by providing the flexibility for automated processes to be adapted or completely re-written to meet new conditions. BPA Platform also provides a powerful and flexible workflow automation solution for managing and monitoring the flow of work within an organization, ensuring that business rules are adhered to and administration is removed. It permits users to receive and authorize multi-level workflow jobs, regardless of the device and business system the workflow starts or ends within, and creates an audit trail for complete peace of mind. Additionally, BPA Platform makes it extremely easy to automate any number of data management alerts and notifications for a host of different scenarios. They can be sent automatically in response to predefined conditions or events and be used to notify customers, partners or administrators of important, informative or critical system events. BPA Platform can monitor business systems for key data changes (to business rules) and automatically send email or SMS business alerts to both internal and external recipients when needed. They can be generated based on specific business events, such as stock level notifications, sales notifications, delivery alerts, service alerts, credit control notifications, support team updates or warehouse alerts. Ready to Automate your Business? Business Process Automation (BPA) is transforming the retail industry by streamlining operations, reducing costs, and minimizing errors. By automating essential workflows—from inventory management to performance reporting—retail businesses can save time, improve accuracy, and focus on delivering exceptional customer experiences. With the flexibility and robust functionality of BPA Platform, your business can adapt to changing demands and achieve greater efficiency. Ready to unlock the potential of automation for your retail operations? Contact Fisher Technology today to learn how BPA can elevate your business processes and drive lasting success.
December 17, 2024
Digital transformation is a broad and complex process, and navigating it successfully requires the right tools and strategies. That’s where BPA Platform comes in. This powerful platform is designed to help businesses drive digital change efficiently, from automating processes to streamlining workflows and improving decision-making. In this blog, we’ll explore how you can leverage BPA Platform to accelerate your digital transformation and achieve measurable success. Why Digital Transformation Matters Digital transformation isn’t just about adopting new technologies; it’s about reshaping your business processes, culture, and customer experiences to thrive in the digital age. The right strategy can improve efficiency, enhance customer satisfaction, and foster innovation. However, getting there requires a clear roadmap—and the right tools. Key Components of Digital Transformation Establishing very clear business transformation objectives Identifying where current business processes do and do not align with these objectives Validating that the business transformation objectives and proposed transformation changes will deliver the desired business benefits Executing a controlled rollout program Monitoring and reporting on digital innovation achieved against the expectations set out during the validation stage Benefits of Digital Transformation Automating processes in daily operations such as order management, fulfillment, invoicing, cash collection, and expense approvals enables businesses to eliminate manual data inputting and each system can utilize real-time data. This will boost the capacity of a business, as staff and business processes become quicker and more efficient. It will also enable businesses to redeploy staff to higher-value tasks to help the business grow. With full integration between systems, every department will have access to the most up-to-date information, which will enable them to perform their jobs better as well as explore new growth opportunities and improvements to procedures. This is particularly relevant for the marketing department which will be able to analyse all the data available to deliver effective campaigns and content that customers are looking for. Much of this can also be automated, thus improving response times and making sure that the message is timely and relevant. Digital Transformation Challenges Knowledge Most businesses–regardless of size–struggle with the strategic planning aspect of business transformation. In too many instances, businesses rush out and purchase business systems badged with ‘digital transformation’ with no clear objective, process-aligned plans, validation, or rollout, monitoring, and reporting plans. Existing Systems It’s important to understand that business transformation does not necessarily mean new systems. In many instances, software integration, process automation, or portal creation will enable you to leverage your greatest assets: your existing processes, data, people, and systems. Available Budget The availability of a budget is often the number one challenge you could face, but it really shouldn’t be. If you have planned your automation and digital transformation initiative correctly, this should remove any budget objections you may face. If the business benefits exceed the initial investment there really cannot be a case for not pursuing a business transformation strategy. Using BPA Platform to Transform Your Business BPA Platform offers a comprehensive solution for organizations looking to automate and optimize their operations. Here’s how it can support each stage of your digital transformation: Identify and Validate Your Goals Before diving into any transformation effort, it’s important to understand your objectives and validate your approach. The platform provides real-time data and insights to help you align your transformation goals with tangible outcomes. Create and Execute Your Plan Once you've identified your priorities, BPA Platform empowers you to design and automate workflows that integrate seamlessly across your organization. Whether you’re automating repetitive tasks, enhancing customer interactions, or improving back-office operations, the platform ensures that execution is streamlined and scalable, making the entire transformation process more efficient. Measure and Report on Success A key part of any transformation journey is tracking progress and measuring success. BPA Platform allows you to define and monitor critical KPIs, so you can assess how well your digital transformation is progressing. With built-in reporting tools, you can easily track performance, identify areas for improvement, and ensure that your transformation is delivering the expected results. Getting Started with BPA Platform Embrace the power of automation, optimize your workflows, and unlock new levels of efficiency and innovation. BPA Platform is your partner in driving sustainable digital transformation across every aspect of your business. By leveraging BPA Platform’s capabilities, you can not only survive the digital revolution but thrive in it. So, what are you waiting for? Start transforming your business today!
By Nicole Laurier November 20, 2024
Enterprise Resource Planning (ERP) systems are deployed to consolidate diverse business processes, such as finance, human resources and supply chain into a unified platform. However, many businesses install and use multiple third-party applications and business systems to perform certain tasks or operations. ERP integration is therefore essential to facilitate real-time communication and data sharing between these systems and across departments, breaking down silos and enhancing collaboration. In this article, we delve into the core concepts of ERP integration, exploring its significance in optimizing resource utilization, improving communication across departments, and providing real-time insights for informed decision-making. What is an ERP System? At its core, an ERP (Enterprise Resource Planning) system functions as a unified database that facilitates seamless communication and collaboration between different departments. This integrated approach eliminates data silos, where information is isolated within individual departments, leading to a more holistic view of organizational data. ERP systems are designed to break down traditional barriers, fostering collaboration and enhancing decision-making processes. The architecture of an ERP system typically consists of modules, each catering to a specific business function. These modules can include finance and accounting, human resources, procurement, manufacturing, and some of them incorporate sales, and customer relationship management. The modules work in harmony, sharing a common database and ensuring consistency and accuracy of information across the organization. One of the key features of an ERP system is its ability to automate and standardize business processes. By defining standardized processes within the system, organizations can ensure that operations are carried out consistently and in accordance with best practices. This standardization not only reduces the risk of errors but also enhances operational efficiency by minimizing manual intervention. ERP systems often include reporting and analytics tools, allowing organizations to gain valuable insights into their performance. These tools enable the generation of real-time reports and dashboards, providing management with the information needed to make informed decisions. The ability to access up-to-date data empowers organizations to respond promptly to changing market conditions and make strategic adjustments as needed. Using BPA Platform for ERP integration One of the primary benefits of using BPA Platform for ERP integration is its ability to overcome the challenges posed by diverse IT landscapes. In many organizations, different departments may operate on specialized systems, each with its own data formats, protocols, and communication methods. BPA Platform acts as a unifying force, providing a common language and framework for these systems to interact seamlessly. BPA Platform also enhances the agility of ERP systems by making it easier to adapt to evolving business requirements. As organizations grow or change their operational processes, it simplifies the integration of new applications. This flexibility is particularly valuable in dynamic business environments where the ability to quickly incorporate new technologies or respond to market trends is essential. Unlock the Full Potential of Your ERP System with BPA Platform! As organizations continue to embrace digital transformation, integration platforms remain a key enabler for successful ERP integration, promoting collaboration, efficiency and innovation across the enterprise. If you’re ready to take your ERP system integration to the next level, Fisher Technology is here to help. Reach out to us today to learn how we can assist in optimizing your ERP integration with BPA Platform for maximum efficiency and business success.
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