{"id":18857,"date":"2020-06-16T10:00:22","date_gmt":"2020-06-16T08:00:22","guid":{"rendered":"https:\/\/fonvirtual.com\/en\/?p=18857"},"modified":"2026-07-28T18:52:00","modified_gmt":"2026-07-28T16:52:00","slug":"6-best-practices-for-a-successful-outbound-calls-strategy","status":"publish","type":null,"link":"https:\/\/fonvirtual.com\/en\/blog\/6-best-practices-for-a-successful-outbound-calls-strategy\/","title":{"rendered":"6 best practices for a successful outbound calling strategy"},"content":{"rendered":"<style id=\"fv-tb-hide\">.et_pb_row_inner_1_tb_body,.et_pb_image_0_tb_body{display:none!important}<\/style>\n<div id=\"fv-meta-share\" style=\"position:relative;background:#fff;border:1px solid #ececf1;border-radius:12px;box-shadow:0 4px 18px rgba(20,20,60,0.05);padding:16px 18px;margin:0 0 24px 0;max-width:760px;font-family:inherit;\">\n<div style=\"display:flex;flex-wrap:wrap;align-items:center;gap:13px;\"><a href=\"https:\/\/fonvirtual.com\/en\/profile-of-emma-smith\/\" 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src=\"https:\/\/fonvirtual.com\/en\/wp-content\/uploads\/2020\/06\/6-best-practices-for-a-successful-outbound-calls-strategy.jpg\" alt=\"6-best-practices-for-a-successful-outbound-calls-strategy\" style=\"width:100%;height:auto;border-radius:12px;display:block;\" \/><\/div>\n<div id=\"fv-resumen-ia\" style=\"position:relative;background:#fff;border:1px solid #e8e8ee;border-radius:14px;box-shadow:0 6px 24px rgba(20,20,60,0.07);padding:20px 22px 16px;margin:0 0 28px 0;max-width:720px;font-family:inherit;overflow:hidden;\">\n<div style=\"position:absolute;left:0;top:0;bottom:0;width:5px;background:linear-gradient(180deg,#f6343f 0%,#ff7a45 100%);\"><\/div>\n<div style=\"display:flex;align-items:center;gap:10px;margin:0 0 6px;padding-left:8px;\"><svg width=\"20\" height=\"20\" viewBox=\"0 0 24 24\" fill=\"none\" style=\"flex-shrink:0;display:block;\"><path d=\"M12 2L13.9 9.1L21 11L13.9 12.9L12 21L10.1 12.9L3 11L10.1 9.1Z\" fill=\"#f6343f\"\/><path d=\"M19 3L19.6 5.4L22 6L19.6 6.6L19 9L18.4 6.6L16 6L18.4 5.4Z\" fill=\"#ff7a45\" opacity=\"0.85\"\/><\/svg><span style=\"font-weight:700;font-size:16px;color:#1a1a2e;letter-spacing:-0.2px;\">Summarize this article with AI<\/span><\/div>\n<div style=\"font-size:13.5px;color:#5b5b6e;margin:0 0 16px;padding-left:8px;line-height:1.5;\">Pick an AI: opens a chat with the summary ready to go \u2014 you just hit send.<\/div>\n<div style=\"display:flex;flex-wrap:wrap;gap:10px;padding-left:8px;\"><a data-ai=\"https:\/\/chatgpt.com\/?q=\" target=\"_blank\" rel=\"nofollow noopener\" style=\"display:inline-flex;align-items:center;gap:8px;background:transparent;color:#2b2f3a;text-decoration:none;font-size:13px;font-weight:600;padding:9px 16px;border:1px solid #dcdce4;border-radius:26px;line-height:1;\"><span style=\"width:8px;height:8px;border-radius:50%;background:#12a37f;display:inline-block;\"><\/span>ChatGPT<\/a><a data-ai=\"https:\/\/claude.ai\/new?q=\" target=\"_blank\" rel=\"nofollow noopener\" style=\"display:inline-flex;align-items:center;gap:8px;background:transparent;color:#2b2f3a;text-decoration:none;font-size:13px;font-weight:600;padding:9px 16px;border:1px solid #dcdce4;border-radius:26px;line-height:1;\"><span style=\"width:8px;height:8px;border-radius:50%;background:#d97757;display:inline-block;\"><\/span>Claude<\/a><a data-ai=\"https:\/\/www.perplexity.ai\/search?q=\" target=\"_blank\" rel=\"nofollow noopener\" style=\"display:inline-flex;align-items:center;gap:8px;background:transparent;color:#2b2f3a;text-decoration:none;font-size:13px;font-weight:600;padding:9px 16px;border:1px solid #dcdce4;border-radius:26px;line-height:1;\"><span style=\"width:8px;height:8px;border-radius:50%;background:#1fb8a6;display:inline-block;\"><\/span>Perplexity<\/a><\/div>\n<div style=\"font-size:11.5px;color:#9a9aae;margin:14px 0 0;padding-left:8px;\">Opens in a new tab \u00b7 ChatGPT and Perplexity don&#8217;t require an account<\/div>\n<\/div>\n<p><script> (function(){ var card=document.getElementById('fv-resumen-ia'); if(!card)return; var h1=document.querySelector('article h1')||document.querySelector('h1'); var title=h1?h1.textContent.trim():document.title.replace(\/\\s*[|\\-\u2013\u2014].*$\/,'').trim(); var link=window.location.href; var enc=encodeURIComponent('Summarize this article from the Fonvirtual blog. Title: \u00ab'+title+'\u00bb. Link: '+link); card.querySelectorAll('a[data-ai]').forEach(function(a){a.href=a.getAttribute('data-ai')+enc;}); })(); <\/script><\/p>\n<p><span style=\"font-weight: 400;\">There are many factors that will determine the success or failure of an outbound calling strategy. With proper planning and preparation, these factors can offer infinite benefits to a company. That&#8217;s why today we give you some tips on how to achieve <strong>the best outbound calling strategy<\/strong>.<\/span> &nbsp; <\/p>\n<h2><span style=\"font-weight: 400;\">Define your outbound strategy in detail<\/span><\/h2>\n<p> &nbsp; <span style=\"font-weight: 400;\">The outgoing call strategy needs <strong>to be defined as soon as possible<\/strong>. It is clear that, over time, it will be reviewed and modified, but it is necessary to establish a plan from the beginning.<\/span> <\/p>\n<ul>\n<li style=\"font-weight: 400;\"><strong>Specify the objectives<\/strong><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\"><strong>Calculate statistics<\/strong>: call duration average (duration of calls \/ total number of calls), conversion rate (number of sales \/ total number of calls), occupancy rate (time spent on calls vs. time not available), closing on the first call (number of closings on the first call \/ total number of calls), etc.<\/span><\/li>\n<\/ul>\n<p> <span style=\"font-weight: 400;\">All this information will make it easier for us to know where to start and which aspects need to be the first to be improved. For example, a long call time average may be a sign of poor closing ability or insufficient understanding of the product by an agent.<\/span> &nbsp; <\/p>\n<h3><span style=\"font-weight: 400;\">Make lists of calls that are worthwhile for your outbound calling strategy<\/span><\/h3>\n<p> &nbsp; <span style=\"font-weight: 400;\">Blind calls are not very effective. If your call lists are qualified, your agents will be<strong> more likely to success<\/strong>.\u00a0<\/span> <span style=\"font-weight: 400;\">Research product needs, location, industry, internal organization, etc., and make it easier for agents to guide customers to purchase.\u00a0<\/span> <span style=\"font-weight: 400;\"><strong>Using the right tools<\/strong> can also help: a CRM solution can help keep track of customers and classify them.<\/span> &nbsp; <\/p>\n<h3><span style=\"font-weight: 400;\">Use scripts in a natural way<\/span><\/h3>\n<p> &nbsp; <span style=\"font-weight: 400;\">Scripts can help agents retain information, avoid errors and maintain consistency between calls. However, they must be used <strong>in a natural way<\/strong>, otherwise the client may realize that the agent is following a script.<\/span> &nbsp; <\/p>\n<h3><span style=\"font-weight: 400;\">Provide incentives and training<\/span><\/h3>\n<p> &nbsp; <span style=\"font-weight: 400;\">To plan an effective outbound call campaign, you need to have a qualified and motivated team of agents. Incentives should be both short and long term, to encourage the <strong>continuous pursuit of excellence<\/strong>. This goes from daily competitions with small prizes, to commissions based on monthly or quarterly performance.<\/span> &nbsp; <a href=\"https:\/\/fonvirtual.com\/en\/wp-content\/uploads\/2020\/06\/outbound-calls-strategy.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-18859 aligncenter\" src=\"https:\/\/fonvirtual.com\/en\/wp-content\/uploads\/2020\/06\/outbound-calls-strategy.jpg\" alt=\"outbound-calls-strategy\" width=\"400\" height=\"266\" \/><\/a> <span style=\"font-weight: 400;\">\u00a0<\/span> <\/p>\n<h3><span style=\"font-weight: 400;\">Involve the target during the call<\/span><\/h3>\n<p> &nbsp; <span style=\"font-weight: 400;\">The turning point of the outbound strategy is the <a href=\"https:\/\/fonvirtual.com\/en\/call-center-software\/\">real phone call<\/a>. How you treat your customers is crucial. There are countless resources to improve the way calls are made. Here you have a brief list of tips to ensure the success of a particular outbound call:<\/span> &nbsp; <\/p>\n<ul>\n<li><b>Get the potential customer&#8217;s attention<\/b><\/li>\n<\/ul>\n<p> &nbsp; <span style=\"font-weight: 400;\">The beginning of a call is of utmost importance. If an agent doesn&#8217;t get the client&#8217;s interest, the client will decide to hang up. Call the potential client by his\/her name and show them that you are interested in them, their situation and their well-being.\u00a0<\/span> &nbsp; <\/p>\n<ul>\n<li><b>Make them feel valued<\/b><\/li>\n<\/ul>\n<p> &nbsp; <span style=\"font-weight: 400;\">Make the client feel like you&#8217;re calling him for a reason. Mention something you know about his\/her business and that relates to your ultimate goal. That&#8217;s why it&#8217;s better to work with potential customers about whom you already have certain information.<\/span> &nbsp; <\/p>\n<ul>\n<li><b>Take into account their time<\/b><\/li>\n<\/ul>\n<p> &nbsp; <span style=\"font-weight: 400;\">Show the target audience that you value their time. Ask them how much time they have before you jump into the task and if it&#8217;s a good time to take the call for them. If not, ask them what time they prefer to be contacted.<\/span> &nbsp; <\/p>\n<ul>\n<li><b>Don&#8217;t make promises if you are not sure you can keep them<\/b><\/li>\n<\/ul>\n<p> &nbsp; <span style=\"font-weight: 400;\">Surprising and attracting the attention of the potential client is essential, but not at the expense of impossible promises. If you commit to someone before you know the details of their situation and you can&#8217;t fulfill what you&#8217;ve said with actions, that customer&#8217;s trust will disappear forever.<\/span> &nbsp; <\/p>\n<ul>\n<li><b>Set a follow-up meeting<\/b><\/li>\n<\/ul>\n<p> &nbsp; <span style=\"font-weight: 400;\">Once you&#8217;ve managed to spark the client&#8217;s interest, quickly set up a follow-up meeting to discuss the issue further. A successful outbound strategy does not end with the call, but requires constant follow-up of the customer.<\/span> &nbsp; <\/p>\n<ul>\n<li><b>Feedback<\/b><\/li>\n<\/ul>\n<p> &nbsp; <span style=\"font-weight: 400;\">Regular training and coaching sessions will ensure that the outbound calling strategy continues to be refined. It is important that training is individual, data-based, and that it is motivating rather than punitive.\u00a0<\/span> <span style=\"font-weight: 400;\">Giving agents the opportunity to give feedback on their activity, measuring their satisfaction, product mastery and confidence are as important as monitoring their performance: trained, informed and motivated agents are essential to running a good outbound campaign.<\/span> &nbsp; &nbsp;<\/p>\n<style id=\"fv-blog-cats-css\"> nav.fv-blog-cats{--fv:#f6343f;--fv-osc:#d8252f;--fv-tinta:#1a1a2e;--fv-borde:#e6e6ea;font-family:inherit;max-width:1180px;margin:28px auto 18px;padding:0 4px;text-align:center!important;} nav.fv-blog-cats .fv-cats-titulo{font-size:13px;font-weight:600;letter-spacing:.06em;text-transform:uppercase;color:#9a9aae;margin:0 0 14px;} nav.fv-blog-cats ul.fv-cats-lista{display:inline-flex;flex-wrap:wrap;justify-content:center;gap:10px 12px;list-style:none!important;margin:0;padding:0!important;text-align:center;} nav.fv-blog-cats .fv-cats-lista a{display:inline-flex!important;align-items:center;gap:7px;padding:9px 18px;border-radius:999px;border:1px solid var(--fv-borde);background:#fff!important;color:#000!important;font-size:14px;font-weight:400;line-height:1;text-decoration:none!important;white-space:nowrap;cursor:pointer;transition:background .15s ease,color .15s ease,border-color .15s ease,box-shadow .15s ease,transform .1s ease;} nav.fv-blog-cats .fv-cats-lista a:hover{border-color:var(--fv);color:var(--fv)!important;background:#fff5f5;box-shadow:0 4px 14px -6px rgba(246,52,63,.45);text-decoration:none!important;} nav.fv-blog-cats .fv-cats-lista a:active{transform:translateY(1px);} nav.fv-blog-cats .fv-cats-lista a:focus-visible{outline:3px solid rgba(246,52,63,.4);outline-offset:2px;} nav.fv-blog-cats .fv-cats-dot{width:8px;height:8px;border-radius:50%;background:var(--fv);opacity:1;flex-shrink:0;} nav.fv-blog-cats .fv-cats-lista a.fv-cats-activo{background:var(--fv)!important;border-color:var(--fv);color:#fff!important;box-shadow:0 6px 16px -6px rgba(246,52,63,.6);} nav.fv-blog-cats .fv-cats-lista a.fv-cats-activo:hover{background:var(--fv-osc);color:#fff!important;} nav.fv-blog-cats .fv-cats-lista a.fv-cats-activo .fv-cats-dot{opacity:1;background:#fff;} @media (max-width:600px){nav.fv-blog-cats ul.fv-cats-lista{display:flex;flex-wrap:nowrap;overflow-x:auto;justify-content:flex-start;padding-bottom:6px;-webkit-overflow-scrolling:touch;scrollbar-width:thin;scrollbar-color:var(--fv-borde) transparent;}nav.fv-blog-cats .fv-cats-lista::-webkit-scrollbar{height:6px;}nav.fv-blog-cats .fv-cats-lista::-webkit-scrollbar-thumb{background:var(--fv-borde);border-radius:3px;}nav.fv-blog-cats .fv-cats-lista a{flex-shrink:0;}} <\/style>\n<nav class=\"fv-blog-cats\" aria-label=\"Blog categories\">\n<p class=\"fv-cats-titulo\">Explore by category<\/p>\n<ul class=\"fv-cats-lista\">\n<li><a href=\"https:\/\/fonvirtual.com\/en\/blog\/\" data-fvcat=\"\"><span class=\"fv-cats-dot\"><\/span>All<\/a><\/li>\n<li><a href=\"https:\/\/fonvirtual.com\/en\/blog\/category\/technology\/\" data-fvcat=\"technology\"><span class=\"fv-cats-dot\"><\/span>Technology<\/a><\/li>\n<li><a href=\"https:\/\/fonvirtual.com\/en\/blog\/category\/professional-communications\/\" data-fvcat=\"professional-communications\"><span class=\"fv-cats-dot\"><\/span>Professional Communications<\/a><\/li>\n<li><a href=\"https:\/\/fonvirtual.com\/en\/blog\/category\/features\/\" data-fvcat=\"features\"><span class=\"fv-cats-dot\"><\/span>Features<\/a><\/li>\n<li><a href=\"https:\/\/fonvirtual.com\/en\/blog\/category\/artificial-intelligence\/\" data-fvcat=\"artificial-intelligence\"><span class=\"fv-cats-dot\"><\/span>Artificial Intelligence<\/a><\/li>\n<li><a href=\"https:\/\/fonvirtual.com\/en\/blog\/category\/call-center-cloud-technology\/\" data-fvcat=\"call-center-cloud-technology\"><span class=\"fv-cats-dot\"><\/span>Call center<\/a><\/li>\n<li><a href=\"https:\/\/fonvirtual.com\/en\/blog\/category\/channels\/\" data-fvcat=\"channels\"><span class=\"fv-cats-dot\"><\/span>Channels<\/a><\/li>\n<\/ul>\n<\/nav>\n<p><script> (function(){ var root=document.querySelector('.fv-blog-cats'); 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ChatGPTClaudePerplexity Opens in a new tab \u00b7 ChatGPT and Perplexity don&#8217;t require an account There are many factors that will determine the success or failure of an outbound calling [&hellip;]<\/p>\n","protected":false},"author":24,"featured_media":18858,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[29],"tags":[],"class_list":["post-18857","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-call-center-cloud-technology"],"_wp_attached_file":null,"_wp_attachment_metadata":null,"_wp_attachment_image_alt":null,"_wp_page_template":null,"_wpgce_event_tracking_active":null,"_wpgce_event_tracking_code":null,"_wpgce_event_tracking_jquery_code":null,"_wpe_gce_active":null,"_wpe_gce_code":null,"_experiments_wp_code":null,"_wpgce_event_tracking_css_id":null,"_wpgce_event_tracking_css_class":null,"_yoast_wpseo_opengraph-title":null,"_yoast_wpseo_opengraph-description":null,"_yoast_wpseo_opengraph-image":null,"_yoast_wpseo_google-plus-title":null,"_yoast_wpseo_google-plus-description":null,"_yoast_wpseo_google-plus-image":null,"_wpgce_event_tracking_label":null,"_wpgce_event_tracking_action":null,"_wpgce_event_tracking_category":null,"_experiments_wp_active":null,"_oembed_416f6f269dd139bf4a841b01047e0919":null,"hreflang-es_es":null,"hreflang-en_gb":null,"_et_pb_predefined_layout":null,"_et_pb_layout_applicability":null,"notification_id":null,"dismissable":null,"location":null,"version":null,"viewed":null,"expiration":null,"plans":null,"_yoast_wpseo_meta-robots-noindex":null,"_yoast_wpseo_meta-robots-nofollow":null,"_menu_item_type":null,"_menu_item_menu_item_parent":null,"_menu_item_object_id":null,"_menu_item_object":null,"_menu_item_target":null,"_menu_item_classes":null,"_menu_item_xfn":null,"_menu_item_url":null,"_et_post_bg_color":"#ffffff","_et_post_bg_layout":"light","_et_pb_show_title":"on","_yoast_wpseo_primary_category":"29","_yoast_wpseo_opengraph-image-id":null,"_wp_attachment_backup_sizes":null,"_xmlsf_exclude":null,"_yoast_wpseo_canonical":null,"_et_pb_module_type":null,"_schema_categories":null,"_schema_type":null,"_schema_article_type":null,"_schema_post_types":null,"_schema_post_meta_box_enabled":null,"_schema_post_meta_box_title":null,"_schema_post_meta_box":null,"_schema_video_object_type":null,"_schema_audio_object_type":null,"_et_autogenerated_title":null,"_et_default":null,"_et_enabled":null,"_et_header_layout_id":null,"_et_header_layout_enabled":null,"_et_body_layout_id":null,"_et_body_layout_enabled":null,"_et_footer_layout_id":null,"_et_footer_layout_enabled":null,"_imagify_optimization_level":null,"_imagify_status":null,"_imagify_data":null,"_rocket_exclude_lazyload":null,"_rocket_exclude_lazyload_iframes":null,"_rocket_exclude_minify_css":null,"_rocket_exclude_minify_js":null,"_rocket_exclude_cdn":null,"_rocket_exclude_defer_all_js":null,"_rocket_exclude_delay_js":null,"_sc_disable_sc":null,"_sc_disable_admin":null,"_sc_editor":null,"_sc_allowed_devices":null,"yarpp_meta":null,"_rocket_exclude_remove_unused_css":null,"_oembed_79f80bd7168b3189efa370edf193fbe6":null,"_et_pb_row_layout":null,"_et_use_on":null,"_et_pb_light_text_color":null,"_et_template":null,"_oembed_3106f03df1b49016f7fdca1c3ec6ce18":null,"_oembed_7477bcd2452b8f09f89fc3ecfc2f7346":null,"_megamenu":null,"perfmatters_exclude_minify_js":null,"perfmatters_exclude_lazy_loading":null,"_yoast_wpseo_twitter-title":null,"_yoast_wpseo_twitter-description":null,"_yoast_wpseo_twitter-image":null,"hreflang-fr":null,"hreflang-es_ar":null,"hreflang-fr_be":null,"hreflang-es_mx":null,"hreflang-en":null,"hreflang-fr_fr":null,"_wp_trash_meta_status":null,"_wp_trash_meta_time":null,"_edit_last":"24","_et_pb_page_layout":"et_right_sidebar","_et_pb_use_builder":"","_et_pb_old_content":"","_yoast_wpseo_focuskw":"outbound 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