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What is Outbound Sales? Process, Techniques, & Tools (2024)

31 min read
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Are your outbound sales efforts not quite hitting the mark? 

If you’re not happy with your current results, it might be the perfect moment to reevaluate your outbound sales strategy.

A well-crafted outbound sales strategy is crucial for the success of any business. It helps generate better leads and acquire more customers for your business. In addition, these strategies streamline the sales cycle and elevate business growth. 

In this blog post, we will help you understand what is outbound sales, its types, process, and benefits. Also, we’ll cover some key techniques, tips, and tools to help optimize your outbound sales process.

Outbound Sales – Table of Contents

What is outbound sales?

An outbound sales strategy is a proactive approach that businesses use to reach out to their business prospects for lead generation. 

Unlike inbound sales, outbound sales strategies involve outreaching customers through cold calls, cold emails, social media, and other communication channels. 

The goal of outbound sales is to generate leads, qualify prospects, and convert them into paying customers.

Types of outbound sales 

Majorly, there are two types of outbound sales: 

1) B2B Outbound Sales 

In B2B outbound sales, businesses reach out to other businesses and offer their products or services as solutions to their potential customer’s needs. This can be done via cold calling, direct emails, attending trade shows, or even reaching out through social media platforms. 

To succeed, you need to have an effective B2B outbound sales strategy, skills to nurture relationships with potential customers, and knowledge of various techniques (more on this later) to achieve your desired results.

2) B2C Outbound Sales 

B2C Outbound Sales is a similar approach in which you directly reach out to individual customers to promote and sell your business offerings. The target audience for this sales approach is the general consumer market of all diverse sectors and demographics. 

Unlike B2B outbound sales, the B2C outbound sales process requires more personalized communication to connect with consumers and influence their buying decisions.

The B2C sales channels usually include TV commercials, social media campaigns, direct email campaigns, and door-to-door offerings. 

Inbound Vs. outbound sales – key differences

There are several key differences between inbound and outbound sales. 

For the sake of simplicity, we’ve briefly explained the most important differences in the table below.

Inbound SalesOutbound Sales
ApproachIt is a reactive approach where leads come to the business through channels such as SEO, social media, content marketing, etc.It is a proactive approach where sales reps reach out to potential customers through cold emails, cold calling, and other direct outreach approaches.
Target AudienceThe audience is broader, including individuals or enterprises interested in your product/service offerings.The audience is narrowed to specific segments of people that align with the ideal customer profile of the business.
Initiation of ContactThe customer reaches out to business representatives, or sales professionals via website, email, or social media.The business reaches out to other businesses to promote its offerings.
Lead GenerationIt majorly relies on website forms and other content marketing approaches.It involves proactive lead generation through various outbound lead generation strategies.
Communication ApproachAnswering queries from leads and providing information about the business.Engage with potential customers and build interest in business products and services.
Sales CycleIt has a shorter sales cycle as customers already showcase interest in your business offerings.It has a longer sales cycle, as building relationships with leads and converting them to customers takes time.
PersonalizationYou can enable personalized communication more effectively as the leads are already interested in business.Outbound sales reps have to research and personalize their outreach methods to resonate with prospects.
ChannelsEmail subscriptions, website inquiries, and content downloads.Cold calling, email campaigns, and direct marketing.
CostThe cost per lead is low in inbound sales.The cost per lead is high in outbound sales.

Key benefits of outbound sales 

Here are some of the most important benefits of outbound sales:

Benefit #1 – Immediate customer interaction

One of the biggest perks of outbound sales is that it enables immediate interaction with prospects, rather than waiting passively for leads. 

With an outbound approach, sales reps can proactively reach out to their target audience right away through cold calling, email, social media, and other direct outreach channels. This allows the sales team to make connections with potential customers much faster by accelerating lead nurturing steps. 

Furthermore, outbound outreach jumpstarts conversations with prospects, allowing reps to introduce themselves personally and begin customizing pitches based on the prospect’s needs. 

Additionally, sales reps can also ask relevant questions to understand pain points and provide solutions. This immediate and direct customer interaction gets the sales process moving quicker.

Benefit #2 – Targeted prospecting

Outbound sales provide the benefit of targeted prospecting. With inbound tactics like content marketing, you never know exactly who will come across your assets organically and convert them to a lead. 

Outbound sales flips that model and puts the control in the hands of the sales team. Reps can carefully research the market, pinpoint exactly which prospects they want to target, and only allocate time to high-quality accounts that closely match the ideal customer profile.

For example, reps can comb through LinkedIn and build targeted prospect lists based on criteria like job title, industry, company size, tech stack, and more. Salespeople can also pull key accounts from their CRM and focus outreach on high-value past customers.

This precision allows sales teams to ignore lower potential leads and concentrate efforts solely on viable prospects worth pursuing.

Benefit #3 – Customized & personalized messaging

In addition to targeted prospecting, outbound sales enable highly personalized messaging to prospects. With inbound tactics, marketing content is inherently generic since you don’t know who will consume it. 

With outbound, sales reps have the advantage of tailoring every communication to resonate with each prospect’s specific pain points and situation.

For example, after thorough LinkedIn research on a prospect, a sales rep may discover that automation is a key priority for that company right now. The rep could then customize the outreach emails and calls to focus on how the product can save the prospect time via automation.

Such personalized messaging, in turn, helps to demonstrate that the sales rep truly understands the prospect’s needs & pain points, which helps to cut through the noise in crowded inboxes and win the prospect’s undivided attention.

Benefit #4 – Quick feedback

Outbound sales facilitate tighter feedback loops with prospects compared to inbound tactics.

Since sales reps directly engage potential customers one-on-one, they can ask questions, overcome objections, and gain insights faster through real-time dialogue.

If a messaging strategy or sales pitch isn’t working, reps notice quickly through prospect reactions and make tweaks.

This agility helps sales teams refine and improve their outbound process over time based on feedback. Fast feedback loops allow reps to adapt pitches to prospects’ needs and boost relevancy. 

Benefit #5 – Better customer engagement

Another major advantage of outbound sales is it allows for deeper customer engagement throughout the buying journey. 

Since outbound focuses on direct 1:1 conversations, this human touch enables sales reps to establish stronger relationships with prospects through helpful follow-ups and valuable content shares.

To elaborate, sales reps can offer support and advice rather than always selling. Thanks to this, they have more opportunities to interact and add value before prospects convert to customers. 

This can help to foster authentic engagement, not just cold, transactional encounters, which can lead to higher customer satisfaction and retention over time. 

Benefit #6 – Easier to scale

Last but not least, outbound sales can scale much easier compared to inbound sales. 

With outbound, you control lead generation through proactive prospecting, which can make it simpler to forecast revenue and set reliable targets. 

For example, each rep can have a goal of 100 cold calls per week or 200 personalized emails. Managers have visibility into outreach activity and can coach reps to hit goals predictably.

Because of this, the results depend more on the sales team’s consistent execution of outbound campaigns versus fluctuating website traffic. This reliability and predictability make outbound sales easier to model and scale.

Outbound sales process

The outbound sales process consists of the following stages:

Step 1 – Identify your potential customers 

The first critical step in an outbound sales process is identifying who your potential customers are. You need to create an ideal customer profile & detailed buyer personas that represent your potential customers.

One way to identify your potential customers is by examining your existing customer base and looking for common patterns and attributes among those who have purchased from you. Gather data on their demographics like company size, industry, geography, job titles, and responsibilities. 

Also look at psychographic information such as: 

  • What challenges do they face? 
  • What are their goals and motivations for purchasing your type of product? 
  • What buying criteria matter most to them?

Compile these attributes into a few fictional but representative buyer personas. Give them names and add relevant details to really understand your ideal customers on a deeper level.

As you build your initial lead list, always refer back to your buyer personas and focus on prospects that closely match your ideal customer profile. This will help ensure you are only spending time on outbound efforts with those most likely to have a need and interest in your offering.

Step 2 – Outbound lead prospecting 

Once you’ve identified your target customer profiles, the next step is lead prospecting – gathering the actual contact information and data you need to be able to reach out.

There are several sources you can leverage to build your lead list:

  • Your website – install lead capture forms and analytics to gather data on visitors, especially those checking out key product and service pages.
  • Pay-per-click ads – capture contact info from those that click and land on your site. Target your ads toward your buyer personas.
  • Events – collect business cards and scan attendee lists from trade shows, conferences, webinars, etc. Attendees usually match your customer profile.
  • Purchased contact lists – many list providers allow filtering by demographics, job role, industry, etc. Purchase lists that align with your buyer personas.
  • LinkedIn – search for contacts with relevant titles and companies. Tools like Sales Navigator can automate LinkedIn prospecting.
  • Referrals – ask current happy customers to connect you with peers who may also be interested.

As you gather leads from these sources, organize them into a lead list or database. Make sure to include all relevant contact details – full name, job title, company, phone number, email, LinkedIn/Twitter handle, etc.

Remember, the more information you collect on each lead, the better you’ll be able to prioritize and personalize your outreach for sales success.

Step 3 – Cold outreach & lead qualification

With your lead list ready, it’s time to start reaching out to begin sales conversations. 

There are several methods of cold outreach to choose from such as cold calling, cold emailing, LinkedIn outreach, live chat, and many more.

Whichever approach(es) you use, the key is to make your outreach personalized and relevant to each prospect.

To personalize your outreach, conduct proper research beforehand to customize your messaging based on challenges the prospect is likely facing and offer insights and value upfront to get their attention.

Most importantly, Try to understand their specific pain points and needs and confirm they fit your ideal buyer persona criteria. 

Remember, cold outreach is a numbers game, so the more conversations you have, the more opportunities you’ll discover.

Step 4 – Sales pitching

Once you’ve identified and qualified leads, it’s time to deliver your sales pitch.

An effective sales pitch convinces prospects that your product or service can solve their specific problems or meet their needs.

Here are some quick tips for sales pitching:

  • Tailor your pitch to the prospect’s needs – Use what you learned in the qualification stage to personalize your messaging and focus on their pain points.
  • Lead with value – Summarize the concrete benefits and outcomes your prospect will achieve with your solution. Focus on value first before getting into product features.
  • Tell a story – Use anecdotes and case studies to illustrate how you’ve solved problems for other customers like them. Stories help prospects connect.
  • Ask discovery questions – Engage prospects in a two-way dialogue. Ask questions to uncover more detail about why they need your offering.
  • Address concerns transparently – If the prospect raises objections, answer sincerely and re-emphasize the value you provide.
  • Customize materials – Develop specific sales collateral like proposals and quotes tailored to each prospect.
  • Practice – Rehearse your pitch out loud and with colleagues to refine your messaging and delivery.

Remember, a good sales pitch is not just about what you say, but how you say it. Be conversational, engage in active listening, and be responsive to the prospect’s needs.

Step 5 – Customer acquisition

Let’s admit it – the ultimate goal of outbound sales is to convert qualified prospects into paying customers. 

Once you’ve delivered a stellar sales pitch and piqued the prospect’s interest, it’s time for the next step—customer acquisition. This is where you work towards transforming the engaged prospect into a paying customer.

The key to successful customer acquisition in outbound sales lies in the follow-up. It’s your responsibility to keep the conversation going. 

You can do this by sending informative emails, scheduling further calls, or arranging meetings—whatever it takes to continue providing value and building trust.

During this stage, it’s important to answer any queries the prospect may have, address their concerns, and reiterate how your product or service can benefit them. 

Each interaction should bring the prospect one step closer to becoming a customer.

Top outbound sales techniques

Finding success for your marketing campaigns greatly depends on the efficiency of your outbound sales strategies. Hence, it is important to leverage the best outbound sales methods that can ensure successful results. 

Here are a few efficient outbound sales techniques to start with:

1 – Cold email outreach

This is by far the most used and effective outbound sales strategy to implement in your sales campaign. The method involves sending cold emails to prospects who have no idea about your business. 

The aim is to pique the interest of prospects in your business offerings and build relationships with them. The cold outreach method increases the business credibility which improves the chances of lead conversion. 

The cold emails you craft should address the challenges and issues of your ideal customers.

You can use personalized messages in your emails that seek attention and entice prospects to try your products/services. Note that cold emailing must be done carefully, ensuring you are not spamming the inbox of prospects. 

Lastly, do not forget to measure the success of your cold email outreach campaigns.

The three most important metrics to consider are:

  1. Email Deliverability or the open rate which showcases whether emails have been opened on not.
  1. Reply rate which denotes how many replies you get against the number of emails you sent. 
  1. Conversion rate to identify how many prospect replies got converted into sales.

You can avail of all these features in the Saleshandy email productivity tool. It is an excellent tool to streamline your outbound sales emailing process and generate quick and profitable results. 

2 – LinkedIn cold outreach 

LinkedIn offers a great way of reaching out to your business prospects, especially B2B businesses. With LinkedIn, you can expand your current business network by communicating with prospects. 

You can directly send messages and personalized connection requests to prospects. This helps you to strike conversations with the leads and build relationships. Once, they are open to sharing their issues and concerns, you can pitch your business offerings to them.  

As the conversation is direct, customers get to understand your products and services better. As a result, you get:

  • Better response rates from the prospects. 
  • More qualified leads for your business. 
  • Enhanced brand-customer relationship.

Overall, LinkedIn Cold Outreach is a powerful tool to help you network with potential business leads and acquire them as customers. 

3 – Cold calling

Cold calling is an old-age outbound technique to reach a higher audience for your business. 

In this method, the sales representatives engage in telephonic conversations with prospects and persuade them to become business customers. The goal is to have a healthy and informative conversation with the leads and help them see value in your business offerings. 

The process of cold calling is quite similar to cold emailing. It involves reaching out to your prospects via direct phone calls, nurturing the interest of prospects, and converting them into paying customers.

Cold calling is usually carried out through various calling automation software. These tools, commonly known as dialers, keep calling the gathered prospects of business one by one. 

When connected, the sales agent strikes up an engaging conversation with the prospect and educates them about your services. Being an old-school method, cold calling is still one of the most used ways to acquire leads. 

4 – Multi-channel outreach 

Having an omnipresent brand presence and multi-channel outreach is important for business success. In the multi-channel outreach method, different outreach methods are leveraged to reach prospects and customers. 

Channels such as calls, emails, social media, and more are utilized by the agents to address the queries and concerns of customers, which provides better value and engagement to prospects. 

Other than that, multiple channels usage can help businesses: 

  • Increase their brand visibility.
  • Reinforce their business value, products, and services. 
  • Provide prospects with various touchpoints for communication.

Overall, a multi-channel approach technique improves your brand visibility and reach for qualified leads. 

5 – Influencer Outreach 

It is a marketing strategy where brands collaborate with various influencers on social media platforms to promote their business offerings.

Influencers these days have a substantial amount of loyal followers who regularly consume their content. You can use this popularity of influencers to endorse your products and services.

You can collaborate with influencers to create informational content about your brand and promote it among the masses. Promoting your brand with influencers creates a massive impact on the sales growth of your business.

By leveraging influencer outreach methods, audiences can be targeted more precisely. As different influencers have different niche audiences, you can more easily categorize which segment to target for your business. 

Remember, the more trusted influencer you work with, the better response you will get.

Outbound sales tools to complement your strategy

Outbound sales tools work greatly to enhance the effectiveness and efficiency of your outbound sales efforts. They provide a significant way of growing your business exponentially.  

Here are some of the best outbound sales tools you can use in your outbound sales process:


Saleshandy is an outbound sales tool that streamlines email outreach and lead generation for businesses. It offers various useful features such as personalized email templates, mail merging, email tracking, and more. 

Using Saleshandy, you can enable your sales reps to send targeted emails to potential leads. In addition, you can also track the effectiveness of your emails by analyzing open rates, click rates, and other email parameters.

Key Features:

  • Spintax: Spintax is a unique Saleshandy feature that helps spin the content of your emails and enables you to design multiple emails with different subject lines. The feature helps you to send more personalized emails to leads and witness your product characteristics more closely.   
  • Auto Follow-Ups: The auto follow-up email feature of the Saleshandy platform helps you create personalized email campaigns and streamline your outreach efforts. By providing valuable email insights, this feature helps you achieve higher customer response rates and quality leads.
  • Sequence score: The Sequence Score feature of Saleshandy is a useful feature that enables you to monitor the performance of your emails. It provides vital information on your email parameters such as the open rates, click-through rates, reply rates, etc. Using this feature, you can optimize your email and obtain better campaigning results. 
  • Sender Rotation: Sender Rotation allows you to send emails to your prospects from multiple email accounts. This enables you to send more cold emails to your leads while increasing the chances of landing in the primary inbox of your prospects.   
  • Unified Inbox: Saleshandy has simplified the management of multiple email accounts with its unified inbox feature. The feature enables you to view, send, and manage your email responses, all in one place. Further, you can even categorize your prospects based on their engagement levels and produce better results. 
  • A-Z Testing: You now have the power to deliver different variants of emails to every prospect added to your sequence. Using the A-Z testing feature, you can add up to 26 variants of the email content to a particular sequence. It is a useful feature that customizes the emails for the best interest of prospects.  

Pros and Cons of Saleshandy:


  1. You can directly send cold emails to the inboxes of your recipients using the email deliverability toolkit.
  2. You can procure precise email addresses from LinkedIn.
  3. The outbound sales software offers practical features like email spinning, sender rotation, and email warm-up.  
  4. You can leverage the email health assessment feature to analyze the quality of your emails.
  5. Support for all leading email service providers. 
  6. The email verification feature helps you verify the validity and deliverability of your recipient’s email addresses.


  1. No free plans (Free trial available)
  2. The software is limited to email communication. 


Here are the details of the yearly plan of Saleshandy:

Outreach Starter

$25 /Month
Start free trial

30% Annual Savings

  • Unlimited Email Accounts
  • Unlimited Email Warm-up
  • Sender Rotation Basic
  • Unified Inbox Basic
  • 2,000 Total Prospects
  • 10,000 Monthly Emails
  • 2,500 Email Verification Credits

Outreach Pro

$74 /Month
Start free trial

25% Annual Savings

  • Everything in Outreach Starter
  • Unlimited Teammates
  • Sender Rotation Pro
  • Unified Inbox Pro
  • 30,000 Total Prospects
  • 125,000 Monthly Emails
  • 10,000 Email Verification Credits

Outreach Scale

$149 /Month
Start free trial

25% Annual Savings

  • Everything in Outreach Pro
  • Sender Rotation Scale
  • 60,000 Total Prospects
  • 250,000 Monthly Emails
  • 25,000 Email Verification Credits

Check more detail on pricing page.

Customer Ratings ⭐⭐⭐⭐ ⭐

  • G2 – 4.7⭐/5 based on 500+ reviews
  • Capterra – 4.5⭐/5 based on 100+ reviews

LinkedIn Sales Navigator

LinkedIn Sales Navigator is a powerful B2B outbound sales software that allows sales professionals to search and identify potential leads from LinkedIn.

By utilizing the features of this platform, you have the opportunity to obtain important information regarding the preferences of your customers.

This information can then be used to improve your lead generation strategies and ultimately benefit your business. With the insights gained through this platform, you can make better-informed decisions and tailor your approach to meet the needs of your target audience.

Overall, this tool can be an invaluable asset in helping you achieve your business goals.

Key Features:

  • Advanced search filters: This advanced search feature allows users to apply advanced filters to find specific business leads. The leads are based on criteria such as their industry, company, job, location, and more.
  • Sales preferences and alerts: This sales feature of the software allows users to set preferences and receive timely alerts about potential leads. It notifies the sales teams when users review your messages and attachments.
  • InMail messaging: You can grant users a set number of InMail messages using this LinkedIn Sales Navigator feature. Using it, you can enable direct communication with prospects and improve the chances of lead generation. 
  • Lead recommendations: The LinkedIn Sales Navigator also offers a feature that suggests potential leads based on the user’s preferences and activity. It helps sales professionals discover new prospects that fit their ideal customer profile.
  • Sales Navigator Mobile App: The outbound sales software also offers a unique sales navigation mobile app for its users. Using the mobile app, users can access their sales leads and use communication tools to generate business leads.  

Pros and Cons of LinkedIn Sales Navigator:


  • The software offers multiple useful features that most platforms do not offer. 
  • The LinkedIn Sales Navigator quickly posts emails, LinkedIn activities, and notes back into the CRM. 
  • You can search for leads more effectively on LinkedIn. 
  • You can share your presentations and documents with unlimited storage.


  • It is an expensive tool. 
  • The software may take time to process your queries and tasks. 
  • The software has a complicated interface, making it hard to use.  


  • Core – $99/month
    • 25+ advanced lead & company search filters
    • Lead recommendations based on your saved searches 
    • Custom lists to save and track your priority leads and accounts
  • Advanced – $149/month
    • Easily upload your Book of Business via CSV
    • Get alerted when buyers show interest in your company
    • Unified billing for your team
  • Advanced Plus – $1600/year
    • CRM updates with Data Validation
    • Integrate CRM contacts
    • Advanced enterprise integrations

Customer Ratings ⭐⭐⭐⭐ ⭐

  • G2 – 4.3⭐/5 based on 1700+ reviews
  • Capterra – 4.5⭐/5 based on 100+ reviews


CloudTalk is an all-in-one solution that helps sales representatives work smarter, not harder. Its call routing, call recording, and CRM integration features make it easier to direct calls to the right person, review calls for feedback, and personalize interactions with prospects.

Using CloudTalk, you can simplify the process of directing calls to the appropriate person, analyzing call recordings for feedback, and customizing interactions with potential clients.

Overall, it’s an invaluable asset for any business looking to boost its growth.

Key Features:

  • Call routing: This feature directs the calls to the most appropriate agents for the best call outcomes. The best agents are selected based on their skills, availability, and customer segmentation.
  • Call recording: CloudTalk offers an option to record calls with the customer. This enables supervisors to monitor agent performance and bring improvements to the process.
  • Click-to-Call: This feature streamlines the calling process by enabling agents to initiate calls directly from their CRM or external applications. 
  • Voicemail and Call Forwarding: CloudTalk allows agents to use the voicemail functionality and handle missed calls seamlessly. 
  • CRM Integrations: CloudTalk can integrate several Customer Relationship Management (CRM) systems. This helps the agents get customer information from the database about customers when required. 

Pros and Cons of CloudTalk:


  • The software offers exceptional call quality to its users. 
  • The features provided in the software are extremely useful and highly practical. 
  • You can connect with an unlimited number of contacts. 
  • The software keeps a detailed record of information about the clients.


  • Mobile app functionality is outdated.
  • The user interface is not very intuitive and advanced. 


  • Starter – $25/month
    • Unlimited inbound & intracompany calls
    • Click to call
    • Automated call distribution
    • Mobile app
    • Unlimited call queuing
    • International numbers
    • 160+ countries
  • Essential – $30/month
    • All Starter features, plus…
    • Advanced analytics with unlimited history
    • Real-time client dashboard
    • Integrations to other systems
    • Open API
    • Skill-based routing
    • Smart queueing
    • SMS / Text messages
    • Workflow Automation
    • Contact Sales
  • Expert – $50/month
    • All Essential features, plus…
    • Salesforce integration
    • Power Dialer, Smart Dialer
    • Call Monitoring (Call Barging, Call Whispering)
    • Wallboards
    • Speech to text
    • Single Sign-On (SSO)
    • SQL Exporter
    • Unlimited concurrent calls
  • Custom – Price available on request
    • All Expert features, plus…
    • Custom onboarding
    • Unlimited outbound calls (Flat rates)
    • Enterprise-level security
    • Developer support
    • Custom reporting

Customer Ratings ⭐⭐⭐⭐ 

  • G2 – 4.3⭐/5 based on 700+ reviews
  • Capterra – 4.4⭐/5 based on 200+ reviews


Outreach is a sales engagement platform designed for sales teams to automate and personalize outbound sales communications.

Outreach offers multiple valuable features like email sequencing, sales cadences, and analytics. Using these features, you can track the effectiveness of your outreach campaigns and refine the strategies for optimum results.

Key Features:

  • Email sequences: Outreach allows users to create and automate personalized email sequences for their prospects. This ensures timely and targeted communication with prospects.
  • Sales cadences: Outreach offers numerous predefined sequences of touchpoints that enable sales reps to systematically go through the sales process via emails, calls, and social media.
  • Automated follow-ups: The automated follow-up feature automates the follow-up tasks based on prospect responses from their previous interactions. 
  • Sales templates: Sales representatives can use customizable email and call templates to streamline their communication and ensure consistent messaging. 
  • Analytics & Reporting: Outreach provides real-time analytics and performance insights into the marketing campaigns of a business. This helps businesses track their progress, measure success, and further optimize outreach strategies.

Pros and Cons of Outreach:


  • The email scheduling feature works flawlessly.
  • Email sequencing can be linked with LinkedIn and other platforms. 
  • Outreach offers seamless functionality to the users. 
  • It offers various time-saving features like email scheduling, automated follow-ups, etc.


  • The user interface is hard to use. 
  • The software has limited customization options. 
  • It may take a substantial amount of time to learn the tools and techniques of this software.


  • Standard – Price available on request
    • Full workflows for frontline teams
    • Manager visibility into sales activity, deals, pipeline, and forecast
    • Platform Integrations, API access, and premium support
  • Professional – Price available on request
    • Spot risky deals early with AI-powered deal scoring
    • Scale sales coaching with AI-triggered live content cards
    • Deeply understand buyer interactions with AI-identified call topics and reactions
    • Scale sales methodologies using templates
    • Improve forecast accuracy via pipeline analytics and simulations

Customer Ratings ⭐⭐⭐⭐ 

  • G2 – 4.3⭐/5 based on 3000+ reviews
  • Capterra – 4.5⭐/5 based on 5000+ reviews


HubSpot is a comprehensive inbound and outbound sales platform. It offers numerous inbound and outbound sales tools for email marketing, sales automation, CRM, and analytics. 

Additionally, HubSpot also provides features like lead management, email tracking, and other reporting features. These features help businesses streamline their sales processes and monitor the growth of their organization. 

Key Features:

  • Task Management and Automation: HubSpot allows its users to automate tasks and reminders for follow-ups on emails and calls from prospects. 
  • Email sequences: You can create personalized email sequences using HubSpot and ensure emails are sent effectively. 
  • Lead segmentation: This feature help prioritizes prospects based on their level of engagement and potential. 
  • Meeting scheduling: HubSpot offers integrated calendar tools that sales representatives can use to schedule and manage meetings with prospects.
  • Document tracking: Track the engagement of your shared documents with prospects using document tracking. This provides valuable insights into prospect interest and helps in the better formulation of effective outbound sales strategies. 

Pros and Cons of Hubspot:


  • HubSpot offers a user-friendly interface to its users. 
  • The CRM integration feature works seamlessly with all leading CRM platforms. 
  • The software offers excellent customer support and helps its users with all kinds of software issues. 
  •  HubSpot provides several forms, live chat, and pop-up options to infuse your lead generation strategy.


  • HubSpot is highly expensive. 
  • The basic plan covers only a limited number of features. 
  • The software can be over-complicated for first-time users. 


  • Professional – $800/month
    • Social media
    • Campaign reporting
    • Omni-channel marketing automation
    • Custom reporting
    • Teams
  • Enterprise – $3,600/month
    • Multi-touch revenue attribution
    • Limit access to content and data
    • Custom objects
    • Organize teams
    • Custom behavioral events

Customer Ratings ⭐⭐⭐⭐ ⭐

  • G2 – 4.4⭐/5 based on 9500+ reviews
  • Capterra – 4.5⭐/5 based on 5500+ reviews

Check our compiled a list of the best outbound sales tools

Outbound sales tips to close more deals

Closing deals in outbound sales requires a strategic and customer-centric marketing approach. Here are some outbound sales tips to help you close more deals:

Provide value to customers 

Foremostly, focus on providing value by delivering the right solutions to your potential customers. Tailor your pitch in a way that addresses the customer’s pain points. In addition, showcase how your products and services can help customers solve those specific pain points. Customers are more likely to purchase if they see the value it brings to their lives. 

Utilize scripts 

Another way to amplify your outbound sales process is by leveraging scripts for your emails, messages, and calls. Customize your scripts for your ideal customer profile and use them to offer your business offerings to customers. Using scripts, you can maintain consistency while adapting to the individual needs of customers.

Leverage multiple channels

Reaching out to your prospects via all communication channels, such as emails, calls, SMS, social media, etc., is highly important as it significantly increases your brand visibility. As your brand name becomes omnipresent, the chances of generating a lead multiply, and better results can be expected. 

Take advantage of referrals 

Leverage referrals from satisfied customers to gain trust and credibility with new prospects. Positive feedback from an existing customer can significantly influence the decision-making of another individual. To successfully utilize the referral strategy, you can provide gifts and offers to your customers when they make referrals to your brand. 

Automate as much as possible 

Make sure to automate and streamline all repetitive tasks of your outbound sales strategy. By automating, you can eliminate the undesired tasks and focus more on building personalized relationships with prospects. You can actively engage in more conversations and formulate better strategies to gain more qualified leads from the campaigns.


Outbound sales offer you a unique ability to build strategies to generate qualified leads for your business. By leveraging the right outbound sales strategies and tools, you can attract better leads and acquire more customers for your business.


1. What is outbound sales?

Outbound sales is a proactive sales approach in which businesses reach out to their potential customers to initiate conversations and build relationships. The aim is to convert the lead into a paying brand customer. 

2. What is an example of outbound sales?

There are several methods used in the outbound sales process, such as cold calling, emailing, social media, and direct customer interactions.

3. Is outbound sales B2B?

Outbound sales can be both B2B and B2C. The business aims to generate leads from other businesses in the B2B process. Whereas in the B2C outbound sales process, the outreach is made directly to the customer.

4. Is outbound sales cold calling?

Cold calling is a method used in the outbound sales process. The aim is to connect and engage with potential business customers and attract them to become a customer.

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