5 Common Marketing Campaign Mistakes and What to Do Instead

Marketing campaigns can be complex, and even experienced marketers can fall into certain traps that limit success. By recognising these common mistakes and learning how to avoid them, you can optimise your efforts and maximise your results. 

Here are five frequent marketing pitfalls and how to address them. 

 

1. Going all-in without testing

Launching a campaign without testing can be a costly gamble. Even the most brilliant ideas may not perform as expected if they don’t resonate with your audience.

The Mistake: Allocating your entire budget to a campaign without testing its potential. 

What to Do Instead: Start small. Test different variations of your content, targeting, and messaging. A/B testing can reveal what works best, helping you refine your approach before scaling up. This reduces risk and ensures your budget is spent effectively. 

 

2. Assuming you know your audience

It’s easy to make assumptions about your audience based on past campaigns or general intuition, but audiences evolve, and their needs can shift.

The Mistake: Skipping audience research and relying on guesswork. 

What to Do Instead: Create detailed buyer personas based on real data. Use customer surveys, analytics tools, and insights to understand your audience’s pain points, preferences, and goals. Tailor your messaging to address these specifics, ensuring a more targeted and effective campaign. 

 

3. The “set it and forget it” approach

Marketing isn’t a “launch and leave” activity. Campaigns need regular monitoring to ensure they’re performing well, aligned with your objectives and deliver ROI.

The Mistake: Failing to track and optimise campaign performance once it’s live. 

What to Do Instead: Schedule regular reviews to assess key metrics like click-through rates (CTR), conversions, and cost-per-acquisition. Make adjustments as needed—whether that’s tweaking your targeting, updating creative assets, or reallocating your budget to higher-performing channels. Active management can significantly improve outcomes. 

 

4. Highlighting Features over Benefits

It’s tempting to focus on the features of your product or service, but customers want to know what’s in it for them, what problem are you trying to solve? You need to think ‘customer first’.

The Mistake: Marketing technical features rather than emphasising the value they provide. 

What to Do Instead: Shift your focus to the benefits. Instead of saying a product has “advanced reporting capabilities,” explain how it “saves hours of manual work.” Clearly communicate how your offering solves problems or improves the customer’s life. 

 

5. Forgetting to measure ROI

Success isn’t just about engagement metrics; it’s about return on investment. Without measuring ROI, you risk wasting resources and missing opportunities to optimise future campaigns.

The Mistake: Overlooking financial outcomes when evaluating campaign success. 

What to Do Instead: Define clear, measurable goals from the outset and track your performance against them. Use tools like Google Analytics and CRM systems to connect your campaigns to tangible outcomes like revenue or lead generation. Measuring ROI ensures your efforts align with business objectives and deliver value. 

 

By avoiding these common pitfalls, you can create more effective, efficient campaigns that resonate with your audience and deliver results. Success often comes from testing, learning, and adapting along the way. 

 

Opinion piece by Digital Marketing Manager, Kylie Featherstone.

Marketing Campaign

Why You Shouldn’t Outsource Lead Generation (Unless You Do It Right)

In today’s competitive B2B landscape, the pressure to generate high-quality leads is immense. Companies are increasingly turning to outsourcing for lead generation, seeking to scale their efforts while keeping costs manageable. However, while outsourcing can be an incredibly effective strategy, it’s also one that can fail spectacularly if not done correctly.

As someone who’s spent years helping companies achieve success through outsourced sales, marketing and SDRs, I’ve seen both the potential and the pitfalls of outsourcing lead generation.

Here’s why you shouldn’t outsource lead generation unless you’re prepared to do it right—and how to ensure your efforts lead to success.

The Allure and the Danger of Outsourcing Lead Generation

Outsourcing lead generation can seem like an easy fix to a complex problem. After all, the promise of gaining access to a team of experts who can take the burden off your internal team is compelling. However, in the wrong hands, outsourcing can become a nightmare. Poorly executed lead generation strategies waste valuable resources, damage your brand’s reputation, and ultimately leave your sales pipeline dry.

According to a report by Forrester, as much as 50% of B2B marketers believe that their lead generation programs are underperforming. The root cause? Misalignment between outsourced teams and the company’s internal goals. If the outsourced team doesn’t have a deep understanding of your industry, target market, and specific sales objectives, the leads they generate are likely to be irrelevant, unqualified, or worse—counterproductive to your brand image.

Why Outsourcing Fails: Common Mistakes

  1. Lack of Alignment with Business Goals

The most common reason outsourcing fails is a lack of alignment between the external SDR team and the internal business strategy. Often, companies outsource to generic lead generation firms without ensuring that the provider fully understands their goals, target audience, and unique value proposition.

As Gartner points out, alignment between sales and marketing is crucial for success, and this extends to any third-party vendors you work with. When there’s a disconnect, the leads generated won’t fit your Ideal Customer Profile (ICP), leading to wasted resources and misdirected efforts.

  1. Over-Reliance on Automation and Volume

Some outsourcing providers focus on volume over quality, relying heavily on automation tools to churn out leads at scale. While automation has its place in modern sales, it can’t replace the nuance of personalised, thoughtful engagement. Harvard Business Review warns that excessive automation in lead generation can alienate prospects and reduce engagement, rather than fostering meaningful connections.

The key is striking the right balance—leveraging technology to streamline processes while ensuring that human intelligence and personalisation guide the strategy.

  1. Failure to Invest in Relationship-Building

Successful lead generation isn’t just about numbers—it’s about relationships. In many cases, outsourcing providers fail because they don’t take the time to build trust with prospects before pushing for the sale. According to Salesforce, over 79% of B2B buyers say that building trust is more important now than ever. If your outsourced team is prioritising speed over relationship-building, they’re likely missing out on the very leads that would convert with proper nurturing.

How to Outsource Lead Generation the Right Way

While the risks of outsourcing are real, the potential rewards are significant—if you approach it correctly. Here’s how to ensure that your outsourcing efforts succeed:

  1. Choose a Partner, Not a Vendor

The most successful outsourcing relationships are partnerships, not transactions. You need to work with a provider that takes the time to understand your business, your market, and your sales goals. They should operate as an extension of your team, with a shared commitment to achieving your objectives.

This means you shouldn’t just evaluate potential providers on their promises of lead volume or speed. Instead, assess their strategic understanding, their ability to align with your internal teams, and their approach to personalisation and relationship-building.

  1. Focus on Quality Over Quantity

At Air Marketing, we focus on delivering leads that are not just plentiful, but primed for conversion. This means taking a targeted approach, leveraging in-depth research and personalisation to engage prospects who are genuinely aligned with your product or service.

Research from HubSpot shows that companies prioritising lead quality see a 45% higher conversion rate compared to those focusing purely on lead quantity. When outsourcing, make sure your provider understands this distinction and is committed to delivering quality, not just numbers.

  1. Integrate with Your Internal Teams

Your internal sales and marketing teams shouldn’t feel disconnected from your outsourced SDR efforts—they should be fully integrated. Ensure that your outsourcing provider maintains open lines of communication, regularly reports on progress, and adapts based on feedback from your internal teams.

Effective integration allows for seamless handoffs between your outsourced SDRs and your internal account executives, ensuring that leads are nurtured properly through every stage of the funnel.

The Bottom Line

Outsourcing lead generation is not a silver bullet—it’s a strategy that can either drive tremendous value or lead to wasted time and resources if mishandled. The difference lies in how you approach it.

Done right, with the right partner, outsourcing can free up your internal teams to focus on high-impact activities while ensuring that your sales pipeline remains healthy and productive. But if you choose the wrong provider, or fail to align your strategies, it can easily lead to frustration, wasted investment, and missed opportunities.

At Air Marketing, we pride ourselves on getting it right. With the right clients we’ve demonstrated that when outsourcing is done strategically, it doesn’t just work—it accelerates growth. If you’re considering outsourcing your lead generation, let’s have a conversation about how to do it the right way for your business.

Opinion piece by Commercial Director, Neil Clarke.

B2B Telemarketing Team

From Rivalry to Revenue: How Competitor Research Fuels Business Growth

In the fast-paced world of B2B marketing, understanding your competition can make the difference between thriving and merely surviving. Competitor research is not about espionage; it’s about leveraging public and strategic information to make informed decisions that drive business growth. Here, we’ll explore how turning rivalry into a resource can fuel your company’s success.

The Importance of Competitor Research

Competitor research involves analysing your competitors’ strengths, weaknesses, strategies, and market positioning. This knowledge is crucial for several reasons:

  1. Identifying Market Gaps: Understanding what your competitors offer allows you to identify unmet needs in the market. By addressing these gaps, you can attract customers who feel underserved by existing options.
  2. Benchmarking Performance: Comparing your company’s performance against that of your competitors helps set realistic targets and KPIs. This benchmarking provides a clear picture of where you stand and where improvements are necessary.
  3. Strategic Planning: Knowing your competitors’ strategies enables you to anticipate their moves and plan accordingly. This foresight can be invaluable in staying one step ahead.
  4. Innovation and Differentiation: Observing your competitors can spark innovative ideas and highlight areas where you can differentiate your offerings. Unique value propositions are key to standing out in a crowded market.

Turning Insights into Action

Merely gathering information is not enough; the real value lies in applying these insights to your business strategy. Here’s how to turn competitor research into actionable steps:

  1. Product Development: Analyse competitors’ product features, pricing, and customer feedback. Use this data to refine your own products, ensuring they meet and exceed market expectations.
  2. Marketing Strategies: Study the marketing tactics that work for your competitors. Are they excelling in content marketing, social media, or SEO? Adopt and adapt these successful strategies to enhance your own marketing efforts.
  3. Customer Experience: Examine how competitors interact with their customers. From sales processes to customer service, there’s much to learn and implement to improve your own customer experience.
  4. Sales Tactics: Understand the sales techniques and channels your competitors use. This insight can help you optimise your sales strategies, improve lead generation, and close more deals.

Tools for Effective Competitor Research

Several tools can streamline the process of competitor research:

  • SEMrush: For analysing competitors’ SEO and PPC strategies.
  • BuzzSumo: To identify popular content and influencers in your industry.
  • Owler: For comprehensive competitor data, including funding, news, and employee information.
  • Social Media Platforms: To monitor competitors’ engagement and marketing campaigns.

Case Study: Competitor Research in Action

Consider the case of a mid-sized SaaS company struggling to differentiate itself in a saturated market. By conducting thorough competitor research, the company discovered a gap in customer support services. Competitors were not offering 24/7 support, which was a significant pain point for customers.

The company responded by launching a robust 24/7 customer support system. They also highlighted this new service in their marketing campaigns. The result? A 30% increase in customer acquisition and a 20% boost in customer retention within six months. This success story underscores the power of competitor research when effectively utilised.

Conclusion

Competitor research is a vital component of business growth. By systematically analysing and understanding your competitors, you can transform rivalry into a strategic advantage. This proactive approach not only helps in identifying market opportunities but also equips you to innovate and outperform your competition.

In the dynamic landscape of B2B marketing, staying informed about your competitors is not just beneficial; it’s essential. Embrace competitor research as a continuous practice, and watch as it transforms your business from merely keeping up to leading the charge.

Opinion piece by Marketing Executive, Chloe Diggle

Competitor Research

How To Get Your Go-To-Market Strategy Right – What You Should Be Considering In Your Launch Plan

Every new product or service starts with an idea, an idea to disrupt the market and solve real-world problems. But these ideas can take a long time to come to fruition. Your idea will go through concept development and creation, through new product development (NPD) and research and development (R&D), and through rigorous testing, trials and feedback processes before the final product or service is ready to launch.  

But before you can successfully launch, you need to devise a well thought out go-to-market-strategy (GTMS). It’s imperative that you get your GTMS right, because it’s not just about having a great idea or a great product, it’s about creating the right plan to bring your product to the right people in the right way.  

Without a clearly defined GTMS on how you will deliver your new product to your audience – your launch will likely fail to gain traction in the market.  

There are many different components of a successful GTMS, let’s explore some of them below.  

Target Audience: 

Defining your Target Audience (TA) is the building block to a successful launch, because it is the core foundation of your GTMS.  

Undertake research into your TA to understand their pain points and challenges, what media and marketing they consume and where they spend their time. Develop your ideal customer profile (ICP) and create buyer personas to help you craft messaging and tailor your offering to their exact requirements. If you don’t understand and define your TA from the outset, you will miss opportunities to resonate with them. 

Setting Clear Objectives and Goals: 

Do you know what your objectives are for launch? Are you looking to build brand awareness or lead with sales straight away?  

Having clearly defined objectives and goals will help inform your ongoing activity and where best to place your efforts, they are fundamental to your GTMS. SMART objectives are the best framework to use for this. 

Once you have determined what your objectives are for launch, use this information to set benchmarks and KPIs that denote success. These can be tracked throughout launch and beyond to determine how your GTMS is delivering. 

Product Differentiation / USPs: 

To successfully launch a new product or service you need to identify what makes your offering unique, especially if you are operating in an already crowded marketplace. What does your product do better or differently to others on the market and why should your TA buy from you? 

Spend time upfront understanding what your USPs (unique selling points) are and what differentiates your product, so that you can craft unique messages and value propositions that will resonate with your TA and highlight why they should pick your product above others.  

Marketing Plan: 

Once you know your TA, your objectives and goals and what your USPs are you need to create a robust marketing plan with the information you have gleaned. 

Make sure you leverage the channels that you know your ICP / TA consume and use and you tailor your messaging and comms in a way that resonates with them. 

Consider the different stages in the buyer journey, from awareness to consideration through to purchase, and craft a strategy that resonates with your TA at every stage of their journey.  

Final Note:

A successful GTMS is all in the planning and research. It will help you to understand your audience and their perceived needs and interests in your product or service and the value they place on your offering. Allowing you to create a GTMS that directly answers that need.  

Remember to stay agile in response to market feedback – continually monitor, review and optimise your activity to ensure that the GTMS is successful and continues to be aligned with your TA’s needs.  

Want to position yourself for success in the marketplace? Get in touch with our marketing team to discuss launch plans for any new product or service in your offering!  

Opinion piece by Account Director, Jess House

A small rocket takes off from a laptop

Stock photo by Vecteezy

The Resurgence of In-Person Events In a Post-COVID World

Our lives changed drastically during the pandemic. Businesses shut their doors, schools closed, gyms became an empty, lifeless space for fitness enthusiasts, and our worlds were reduced to the square footage of our homes. Locked away in our support bubbles and making the difficult decision of who to spend Christmas with.

We had the time to reflect on what and who is truly important. We thought about our families, careers, relationships, and survival. This became our new ‘normal’, getting used to our own space, seeing fewer people, and being told which way to queue in the supermarket, ensuring we were 1 metre apart.

As we reached the end of the pandemic and having been so isolated, anxiety hit. We were desperate to reconnect, rebuild civilisation and get back to the ‘normal’ we were all used to. Gathering face-to-face uncovered newfound significance. Conferences, concerts, festivals, and events were no longer mere activities; they served as catalysts for renewed inspiration.

But, the benefits of in-person gatherings extend far beyond just good feelings; they are underpinned by research:

  • Forbes Insights surveyed more than 750 business executives about their thoughts on in-person versus virtual meetings; 85% said they build stronger, more meaningful business relationships when they meet in person.
  • Research by the Harvard Business Review found that 95% of people say face-to-face meetings are a key factor in successfully building and maintaining long-term business relationships.

The return of in-person events is not just a sign of recovery; it’s an opportunity to redefine the foundations of B2B and B2C success in an era hungry for human connection and authenticity. As we navigate this new normal, the irreplaceable value of face-to-face interactions has become abundantly clear. These gatherings are not just about reclaiming lost time or celebrating our return to physical spaces; they are integral to fostering deeper, more meaningful business relationships that are the backbone of many successful B2B marketing strategies. In a world that’s rapidly advancing in digital communication tech, the power of personal connection stands unmatched. Businesses that recognise and leverage the unique opportunities presented by in-person events will not only strengthen their existing relationships but also forge new ones, setting the stage for innovation, collaboration, and growth. As we look to the future, we should embrace the lessons learned during these challenging times and continue to place a premium on the human element in all our business endeavors.

Opinion piece by Senior Digital Marketing Executive, Nicola Roberts

Group of people sipping champagne at an in-person event

Are Whitepapers Dead?

Whitepapers have long been hailed as an indispensable tool for B2B marketers and an important part of your marketing arsenal. Originating as a traditional, academic report in higher-education settings, marketers swiftly leveraged them to become a lead generating magnet. Simultaneously helping to establish brands as credible and authoritative industry-leaders within B2B sectors.

Whitepapers remain the longest form of content you can create. They are more formal and are backed by research and offer an in-depth analysis into a specific industry topic or problem – typically signposting the reader to the solution at the conclusion.

But, with brands experimenting more and more with short-form content; the rise of snappy posts and videos; and an ever-decreasing audience attention span, it begs the question…

What value does a whitepaper still hold in the current digital landscape?

Credibility and Authority: Whitepapers are synonymous with expertise and thought leadership. Businesses can demonstrate their industry knowledge and establish credibility among their target audience by educating them about a topic, challenge or solution in their industry.

Lead Generation: Well-crafted whitepapers that are strategically promoted continue to be effective lead magnets. By offering valuable insights and solutions, businesses can attract quality leads interested in solving specific problems.

Sales Team Resource: Whitepapers can act as an additional resource for your sales team when speaking with prospects – allowing them to offer an interesting and valuable piece of content to further move prospects down the funnel.

Long-Term Value: Unlike blogs or social media posts, whitepapers have a longer shelf life. They can serve as evergreen resources that continue to attract and engage prospects long after their initial publication. Your whitepaper can be the cornerstone of your marketing strategy and approach for the next 6-12 months if strategically curated and promoted effectively.

Whilst it is true that content types have diversified because of the audience’s preference for bite-sized, easily digestible content, the benefits you can achieve with a cutting-edge, thought-provoking whitepaper highlight that they still hold a well-deserving place in modern marketing strategies. But they must be written and promoted effectively, and with relevancy, with the audiences’ changing behaviours and preferences in mind.

So, how can businesses navigate this shift?

  1. Interactive Elements: Incorporating interactive elements such as quizzes, calculators, or assessments can make whitepapers more engaging for modern audiences.
  2. Visual Enhancements: Integrating attractive and creative visuals like charts, graphs, and infographics can break up dense copy and make complex information more comprehensive and retain the reader’s attention span.
  3. Ongoing Promotion: Your marketing activity to promote your whitepaper is equally, if not more important than the content piece itself. A strong, digital marketing strategy that is aligned to your audiences’ preferences will ensure optimum opportunity for lead capture and downloads.
  4. Focus on your Audience: Will they download and read a whitepaper? Can you offer valuable insights and information that provide them tangible solutions and next steps? The whitepaper has to go above and beyond just promoting your brand or service – it needs to be a content piece that they will find interesting and valuable.

The digital marketing landscape is constantly transforming, yet whitepapers hold their ground as a pivotal resource for businesses aiming to cement their status as thought leaders, educate their audience, and drive lead generation through effective creation and promotion.

As we navigate through this evolution, it’s clear that while the environment and our audiences are constantly developing, whitepapers are far from dead and remain highly relevant. To stay alive, however, they must adapt to keep pace with these ongoing developments.

Opinion piece by Account Director, Jess House

Did you know we offer a comprehensive whitepaper campaign package, that actually delivers results?

Expertly crafted to drive downloads and gather critical prospect data, our service includes concept creation, the whitepaper itself, data purchase, direct mail, and the core components of a successful campaign: email, social, paid social, phone outreach, and dedicated account management. Benefit from regular reporting and a segmented database of your target audience to track engagement levels, including whitepaper downloads.

Contact us today to discover how our tailored whitepaper campaign can generate leads and grow your business.

Maximising Sales Performance: Should You Go In-House or Outsourced for Training?

It’s not your imagination, sales development is definitely getting harder. Outbound prospecting is certainly getting harder. Doing the same thing, applying the usual techniques, won’t cut it anymore. More than ever, there’s a need to be coaching and training your SDRs regularly, particularly in the early part of their career.

But what’s the best way to train your sales team? Should you have an in-house trainer or send SDRs to external training courses? Here, we’ll look at the pros and cons of in-house and outsourced sales training and enablement.

Benefits of in-house sales training

Awareness of the business: A trainer who works within the business knows the internal values, processes and systems. You can work through real life situations and confidential case studies.

Ongoing support: In-house trainers are able to train and coach consistently, and provide ongoing support. They’re not simply providing a one-off session, never to be seen again.

Accountability: Working in-house, the trainer can hold participants to account and follow up on the training with them. 

Challenges of in-house sales training

Expensive commitment: There’s the ongoing cost of hiring trainers rather than the variable outgoing of paying for external training courses.

Repetition of content: In-house trainers tend to teach the same things again and again. Being ‘in the bubble,’ they’re less exposed to new, external content and ideas. As Albert Einstein wisely pointed out, “Insanity is doing the same thing over and over again and expecting different results.”

Colleagues as fellow students: Training alongside your team mates tends to mean that you’re bringing similar experiences to the table. You’re not learning about different environments, challenges and case studies.

Benefits of outsourced sales training

Experts in their field: External trainers tend to be subject matter specialists. They’re constantly learning and updating their knowledge to pass on to their students.  

Established programs: Outsourced training is generally a one stop shop. Participants follow a program over a set time (e.g. a one day or half day training session). It’s a well-established and prepared program with specific processes.

Diversity of participants: External training providers usually hold sessions for people from different companies. They’ll bring varying levels of knowledge and understanding, and differing experiences. You’ll learn from each other as well as the trainer. 

Challenges of outsourced sales training

Cost of training courses: Outsourced sales training can be a costly option. Some providers charge £5000+ per day, for example.

Lack of accountability: After your training course, you go back to work and carry on. All too often, you drift back to old habits instead of the new ideas that you learned about. Without anyone to hold you to account, it’s easy to stick with what you know.

Finite learning experience: Once your six hour or six week training program ends, that’s the end. There’s no follow up to check your understanding of the topic, to build on it or to see if you’re successfully implementing the new approach. 

Introducing a different approach – The SDR Academy

We believe The SDR Academy offers something truly different.

The SDR Academy’s unique offering involves both learning new things as well as topping up and refreshing existing knowledge. We hold SDRs accountable for what they’ve learnt with regular sessions every single week. It’s the best of both worlds – a continuous learning journey combined with external expertise and learning from other people with different experiences.

We believe that sales training doesn’t have a beginning and end. You don’t have one session on ‘objection handling’ and then handle every instance perfectly. You don’t attend a session on ‘writing cold emails’ and then compose winning emails every time. You never complete your learning around sales. It’s an evolution; a process of continuous improvement.

The SDR Academy is an ongoing subscription to virtual training sessions. Run in live, virtual rooms, the courses are created and facilitated by leading industry experts. It’s comprehensive, affordable and impactful.

How To Effectively Convert MQLs From Gated Content

Acquiring Marketing Qualified Leads (MQLs) is just the beginning when it comes to Digital Marketing. Next comes the trickier part: effectively nurturing and converting those leads into loyal customers.

In this blog, we’re looking at how to effectively convert MQLs from gated content downloads, with a strategic approach that guides prospects seamlessly through their buying journey.

Here are 10 strategies to effectively nurture and convert MQLs into valuable customers:

  1. Segment and Personalise

Segmentation is key. Group MQLs based on demographics, behaviour, and where they are in their journey. Then, personalise your content to cater to the specific pain points and needs of each segment.

  1. Lead Nurturing Campaigns

Gradually introduce relevant content and take advantage of a multi-channel approach by engaging leads across various platforms like email campaigns, social media and webinars.

  1. Content Mapping

Align your offerings with the different stages of the buyer’s journey. Provide informative content at every step to guide leads closer to conversion.

  1. Engagement and Interaction

Use interactive content tools such as live webinars, polls, calculators and ROI tools to engage leads and gather valuable insights. Encourage prompt interaction and respond swiftly to inquiries.

  1. Qualification

Define clear criteria for when a Marketing Qualified Lead (MQL) becomes a Sales Qualified Lead (SQL).

  1. Continuous Analysis and Optimisation

Keep a close eye on your metrics. Monitor KPIs such as conversion rates and engagement metrics. Continuously experiment through A/B testing to optimise your nurturing campaigns.

  1. Sales and Marketing Alignment

Ensure strong collaboration between your marketing and sales teams. Foster open communication and create a feedback loop to refine MQL criteria and nurturing strategies.

  1. Customer-Centric Approach

Focus on value. Showcase how your product or service resolves specific pain points rather than just its features. Offer educational resources that empower leads to make informed decisions.

  1. Lead Follow-Up

Timing is everything. Ensure swift follow-ups and sustained engagement with your leads. Automate reminders within your CRM to maintain the conversation flow.

  1. Retargeting and Remarketing

Utilise retargeting ads and personalised offers to re-engage MQLs who have shown interest but haven’t converted yet.

By applying these strategies with precision and dedication, you can effectively nurture and guide MQLs through their journey, transforming them into loyal customers. This approach will not only boost conversions but also foster long-term relationships with your audience, driving sustainable growth for your business.

Opinion piece by Digital Marketing Manager, Becca Duckering

All You Need to Know About Using Data in Outbound Sales | Blog

At the close of last year, our exclusive roundtable, hailed by viewers as ‘the event of the year’ and one of our most successful yet, brought together the leading minds from all major data providers in the industry to discuss everything you need to know about using data in outbound sales. Offering key insights across strategy, intent data, data accuracy and the best practices for utilising data – it’s an absolute must-watch for anybody involved in the sales process.

Hosted by Air’s Founder & CEO, Owen Richards, our expert panel featured:

Here, their insights are revealed:

Everything Starts with Your ICP

“Many clients don’t know what their TAM (Total Addressable Market) is” says Liz Fulham. One of the common pitfalls of outbound sales is the spray and pray approach.

Ringing everyone on a list with no process or targeting strategy in place is what Paul Gilhooly calls a sure “revenue and productivity killer.”

The best way to lift your revenue line is to know who to target, what their pain points are and “how your solution fits into your prospect’s organisation” as Saif Khan offers.

Have an Efficient Operating Model

The importance of having a clear and efficient operating model within sales cannot be overstated. After all, data and outbound go hand in hand.  A good operating model will tie into that strategy and allow you to maximise your data for success. Paul Gilhooly informed us that 5-10% of your TAM will be in-market at any given moment. Ensuring that you have a process of capturing those accounts will help you to prioritise the most important accounts that are in-market for your solution. As he is says “In this economy, missing out on opportunities is the worst, so if you don’t have a process for that you’re missing a trick.”

Saif echoes and elaborates on the importance of having the tools and a blueprint of how you’re going to reach your goals. “The two biggest things are alignment and resource allocation” he says. With everyone in the team being asked to do more with less these days, it’s important that sales and marketing teams communicate and that you are providing for the accounts that have the highest yield. It’s not enough to focus on the leads generated at the top of the funnel anymore, so leveraging data from all departments to inform how you approach sales is fundamental. 

Using Data Effectively

Many companies come to data providers with the goal of enhancing their revenue but think they need to “rip and replace” all the data they have collected so far. Saif says it’s actually all about assimilating what has worked up until now and leveraging the right solutions to understand where the volume and quality of leads can be improved. When you understand the bigger picture, you can build short- and long-term plans for your success.

AI

AI is changing the world. It has so many uses within outbound sales such as helping SDRs to create ICPs based on their best-selling customers. Paul Gilhooly also explains how within 6sense’s platform it can be used to do a statistical lookback at the last few years of your CRM data and identify key trends and opportunities.

AI can be instrumental in getting the timing of outreach right, as well as providing a workflow to help you to prioritise the best opportunities. Liz explains that “using AI we’re able to match the data in the CRM to bring it right up to date with what’s happening on the internet.” In fact, it’s so powerful that it can update a changed job role from LinkedIn within minutes. This is amazing for reducing duplication and data accuracy.

Intent Data

Intent data is all about understanding the dynamic of how people buy today. Paul offers up two key questions here:

  • Do we want to contact the people who we could sell to?
  • Or do we want to contact people who want to buy?

From there you can ascertain what sales opportunities there are and if they are really feasible.

With first- and third-party data to consider as well as anonymous data there is lots to consider and much research emerging too. Rather than looking at one subset of data, it’s important that you aggregate it to get a full picture of your ICP’s pain points, needs and buyer readiness.

Outbound Sales Best Practices

  • Opt for Account-Based selling over transactional selling
  • Take a multi-channel approach – don’t just sell through the phone
  • More doesn’t mean more, its quality that counts
  • Personalisation, relevance and timing have never been more important
  • Leverage what you already have alongside intelligence tools
  • Offer a bespoke, tailored approach at every stage of the sales cycle
  • Profile the right companies to call using the data
  • Work on accounts that align to who the AE is going to sell to
  • Know your sales hooks
  • Be intentional with how you use data
  • Always A/B test
  • Ask the right questions
  • Be patient

It’s pays to remember that there is no one size fits all when it comes to sales and marketing intelligence. James Isilay summarised it well when he said “data providers are a bit like newspapers. We all have different ways of collecting data and different propriety signals that we overly on that. There’s always differences in our data and accuracies. We all make a different soup in how we bring the data together.”

The most important thing is that you engage influencers and decision makers within a company in the right conversations, demonstrating that you understand their challenges and have a specific solution to ease them.

Outbound sales should be a collaborative approach laser-focused around your prospects. Making effective use of data at every stage of the sales process is vital especially within the mid to end of the funnel where there is so much intelligence to be gleaned.

As James says “Don’t burn the opportunities that you do get. They’re so hard to come by right now – they’re like golden nuggets!”

Thank you to our excellent panel for their time and knowledge. We hope that you found this roundtable as engaging and insightful as we did!

The SaaS Blueprint: Building Brand Trust Through Unified Outreach

When delving into the world of SaaS, it’s easy to become overwhelmed by the myriad of strategies and methods on offer. Yet, one fundamental truth stands out: our approach truly counts.

Now, there’s no denying the time-tested efficacy of the phone. There’s something about the immediacy of voice, the rapport it establishes. It’s undeniably our ace in the hole. However, let’s face it, we’re in a digital era, and platforms like Email and LinkedIn are simply indispensable. They’re not mere add-ons; they’re part of the core trio. These platforms grant us the ability to engage potential clients in diverse yet equally impactful ways, and when used effectively, they each compliment and bolster the others.

This brings me to another key point: the potential outcomes when sales and marketing join forces. The era when sales and marketing operated in their own bubbles is, thankfully, bygone. In today’s world, especially within SaaS, the fusion of the two has led to some incredible results. Our SDR teams receive these qualified, nurtured, warm leads, transforming conversions into genuine dialogues.

A unified front is essential. It’s not just about the message but ensuring it’s delivered harmoniously. If our marketing colleagues are communicating a narrative, it’s pivotal we’re all on the same page, talking the same language and replicating each other’s approach. This alignment doesn’t just enhance our brand’s authenticity, it amplifies it, particularly when our SDRs are reaching out.

Lastly, there’s the matter of brand trust. With marketing standing shoulder to shoulder with sales, reinforcing the narrative, it’s akin to bestowing our brand with a seal of credibility. And trust me, that doesn’t go unnoticed.

In conclusion, as the SaaS industry continues to grow and evolve, it’s pivotal that we remain agile, adaptive, and most importantly, integrated in our approach. By ensuring that our sales and marketing efforts are not just aligned but intertwined, we position ourselves for sustained success and growth. Always remember the basics: integration, consistency, and collaboration.

See how this simple, collaborative approach has led to many success stories with clients the SaaS sector, here.

Opinion piece by Sales Director, Marco Alfano-Rogers