Martech Zone Interviews

Human-Centric B2B Outreach: 7 Techniques for Meaningful Engagement and Lead Generation


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It’s not often that I write about non-technical subjects. This topic, though, continues to rear its ugly head with the onslaught of automated, shallow pitches that I receive via LinkedIn and email. Throughout the years, I’ve worked with some amazing sales coaches, business development representatives (BDRs), and some of the worst. There’s a distinct difference in the success of the two:

  • Successful B2B sales representatives can repeatedly return to their prospects and customers because they are honest, set clear expectations, and don’t use aggressive techniques to close a sale. The people in their network know, trust, and look forward to the value they bring. They’re an instant asset to any organization because they immediately walk in with a ton of potential.
  • Awful B2B sales representatives must start from scratch with every job because they burn bridges with every close. They may make some great numbers in the short term but at the expense of your organization’s long-term reputation. They’re as loyal to your organization as they are to their network… not so much.
  • Successful B2B lead generation and outreach involve strong interpersonal skills and a strategic, empathetic approach. While technology is often central to sales and marketing processes, these fundamentals focus on human connection, active listening, and delivering real value. Here’s a guide on best practices for conducting effective B2B outreach that avoids tech-heavy methods and embraces genuine, relationship-focused tactics.

    Table of Contents
    1. Conduct Thorough Research
    2. Listen More Than You Speak
    3. Provide Real Value
    4. Focus on Tone and Inflection
    5. Practice Patience and Avoid Aggression
    6. Follow Up Thoughtfully and Consistently
    7. Always Be Grateful and Humble
    Conduct Thorough Research

    Understanding your prospect’s business, their industry, and the challenges they face is crucial. Before reaching out:

    • Study their industry: Read recent articles or white papers on industry trends.
    • Learn about the company: Visit its website, read its mission statement, review its recent news, and look into any financial reports or press releases.
    • Understand their pain points: Research their target customers, competitors, and products or services they offer. Try to understand the challenges they might face.
    • Look into their role: Understand the individual’s position within the company. This can help you anticipate their responsibilities, goals, and possible decision-making power.
    • Investing research time demonstrates your interest and respect and helps you approach the conversation with relevant insights. When prospects see that you understand their world, they’re far more likely to engage.

      Listen More Than You Speak

      In outreach conversations, you must listen carefully to your prospects to understand their needs and goals. While listening:

      • Ask open-ended questions: These encourage dialogue and provide insights into their concerns and needs. Questions like, What are the biggest challenges you’re facing right now? or How do you envision solving [specific issue]? invite them to share.
      • Listen actively: Take notes, repeat key points to confirm your understanding, and avoid interrupting. This shows respect and interest in what they’re saying.
      • Be fully present: Focus on the conversation on a call or in a meeting. This means silencing your phone, avoiding email distractions, and engaging with their responses.
      • Active listening builds trust. When people feel heard, they’re more likely to open up and share valuable information that can help you tailor your solutions.

        Provide Real Value

        Providing value in your outreach involves positioning yourself as a resource rather than a salesperson. To deliver value effectively:

        • Offer insights instead of pitches: Instead of launching into a sales pitch, offer information or ideas they might find useful, such as network connections, industry insights, research reports, or case studies relevant to their industry.
        • Tailor your solutions to their needs: Explain how your product or service can specifically solve their challenges or meet their goals.
        • Follow up with additional resources: Send them articles, white papers, or data relevant to your discussion, whether or not it directly relates to your product. This shows you’re thinking about their needs beyond the immediate sale.
        • Providing value creates goodwill and positions you as a thought leader. Even if they aren’t ready to buy, they may remember you when the timing is right.

          Focus on Tone and Inflection

          The way you communicate has a lasting impact. Prospects pick up on your tone, attitude, and sincerity, whether emailing or speaking over the phone. To communicate effectively:

          • Use a conversational tone: Avoid jargon or overly formal language. A friendly, approachable tone can make you seem more genuine and easier to talk to.
          • Express gratitude: Acknowledge that they’re giving you their time. Begin with phrases like, Thank you for taking the time to speak with me today, or I appreciate your insights on this matter.
          • Be positive and enthusiastic: Enthusiasm shows you’re passionate about what you do. Use uplifting language and avoid any negativity.
          • Speak with empathy: Use a tone that conveys understanding and empathy, especially when discussing their challenges. Phrases like I understand that… or It sounds like… validate their experience.
          • Remember, you’re talking to busy people, and taking time to communicate with them should be a rewarding, helpful experience for them.

            Practice Patience and Avoid Aggression

            Aggressive or overly persistent outreach can quickly turn off a prospect. Instead, approach B2B outreach with patience and respect for their decision-making process:

            • Respect their timeline: B2B sales cycles can be lengthy, so give them space. After your initial outreach, wait a reasonable amount before following up.
            • Use gentle reminders: If a follow-up is needed, keep it friendly and non-pushy. For example, “I wanted to check in and see if you had any additional questions about our conversation.”
            • Be gracious in rejection: If they’re not interested, thank them for their time and let them know you’re available should their needs change. This leaves the door open for future opportunities.
            • Show humility: Instead of presenting yourself as the ultimate solution, let them know you’d be happy to help if they believe it fits their needs well.
            • Respecting their boundaries creates a more favorable impression, and you may even find them returning to you when the timing is right.

              Follow Up Thoughtfully and Consistently

              Consistent follow-up is essential, but it should continue your initial outreach rather than an imposition. Thoughtful follow-ups can include:

              • Recapping key points: Send a follow-up email summarizing what you discussed and any next steps, with a friendly reminder that you’re available to answer any questions.
              • Providing ongoing value: Continue sending relevant content periodically. If you find an article that addresses a topic you discussed, forward it with a short note.
              • Give permission to part: People are rarely honest with you if they are uninterested in doing business with you. Give your prospect permission to say no… It’s in both your best interests to focus your attention elsewhere.
              • Sending personal notes: Occasionally, send a note simply checking in with no sales agenda. This could be an email wishing them well on holiday or congratulating them on a recent company milestone.
              • Following up thoughtfully shows that you’re genuinely invested in the relationship. You maintain a connection that could yield results later by consistently staying in touch without overdoing it.

                Always Be Grateful and Humble

                Gratitude and humility go a long way in B2B outreach. Remember, the person you’re speaking with likely has a packed schedule and multiple responsibilities. To show your appreciation:

                • Thank them at every step: Always thank them for their time, insights, and even their honesty if they share a concern or challenge with you.
                • Acknowledge their role and expertise: Express respect for their position and the decisions they’re tasked with making.
                • Be open to feedback: If they have critiques or objections, listen attentively and thank them for their input. This helps build rapport and demonstrates your willingness to learn from every interaction.
                • Gratitude and humility are essential for creating long-term business relationships. By showing appreciation for their time and expertise, you become more than just another salesperson; you become a trusted resource and partner.

                  Building relationships is at the heart of B2B outreach. By focusing on these skills and approaches, you lay the groundwork for valuable, lasting connections that go beyond sales and contribute to genuine business success.

                  ©2024 DK New Media, LLC, All rights reserved | Disclosure

                  Originally Published on Martech Zone: Human-Centric B2B Outreach: 7 Techniques for Meaningful Engagement and Lead Generation

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                  Martech Zone InterviewsBy Douglas Karr

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