Sales Rep Generates $280K in a Month Using iFOLIO in 6 Unique Ways

Sales Rep Closes $280K in a Month Using iFOLIO

Case Study: Transform Prospecting and Lead Gen

Case Study: 6 Unique Ways to Transform Prospecting and Lead Gen that work
January 9, 2022 --
Most sales leaders struggle to break through the noise with emails and paper. This makes getting leads into the funnel, much less closing them a challenge.

Here is a real-life playbook from Sally (name changed), a sales rep 2 years out of college, who just exceeded her annual quota and sold $280,000 of licenses in the month of December alone. She builds her pipeline from scratch and does 6 unique things with iFOLIO Cloud for lead gen & prospecting...

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SWAT

Sally beat her sales goals this year and

made President’s Club.

In December alone she closed $280K of

licenses.

She builds her pipeline from scratch and

she uses digital for 6 unique prospecting

and lead gen strategies.

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Overview

Here is a real life playbook from Sally, a rep 2 years out of college who just exceeded her annual quota and sold $280,000 of licenses

in the month of December alone. They build their pipeline from scratch and do 6 unique things with digital for lead gen and prospecting.

Prospecting and lead gen are important parts of the sales process.

#1. Digital Credibility and Prep

Sally has a digital business card iFOLIO with Calendly (free) to automatically book meetings

She puts that link in her LinkedIn profile to build her digital presence and credibility online -

Calendly makes it easy for prospects to schedule a meeting. They click right in the calendar to book and the meeting is added to both party's calendars

She puts that link in her Email signature in a button - Having the button draws interest to the business card. People want to see what it is and open

#2. Prospecting: In-Person and Digitally

Sally blocks off time each day to do outreach/connect and engage prospects before she tries to set up meetings with them.

In Person at Events

Sally gets their card and texts her digital business card from her phone. She has a QR code sticker that also links to her iFOLIO she can share. The day after the event, she checks her biz card shares to send a message thanking the contact.

Online she uses LinkedIn. Her initial touches are just to connect. “We both know Bob, let’s connect.”

Direct Message

Once connected, her second touch is a DM- “Thanks for connecting, here’s my digital business card!” Her 3rd outreach she sends something helpful to them. Her 4th outreach she asks if they’d like to schedule a meeting as they plan their year.

#3. Campaigns – monthly or quarterly

Campaigns can be a great way to provide helpful info and generate interest. Especially if your content is something that was already on their mind.

The highest performing campaigns are to people that are already in your database from meeting or engaging with the company. The challenge with lists right now is the email quality is really bad from 2020 and 2021 turnover.

It’s important to have the campaigns sent so the responses immediately go to the actual sales user who will be handling them. iFOLIO can help with this.