Tips for Working With a Sales Outsourcing Partner
Posted: Sun Jan 19, 2025 6:57 am
Tracking your sales efforts is crucial for assessing your outsourced SDRs’ performance and making sure that you’re working with the right partner.
Building an efficient performance tracking system starts with setting objectives from the start. Most SaaS companies identify their sales goals and expected results way before deciding on which outsourced sales agency they should hire.
Here are some of the most important metrics you can track to assess sales performance:
Length of the sales cycle
Number of leads generated
Total number of closed deals
Cost per sale
If you’ve never tried sales outsourcing in the past, you might think of it as a big challenge with a lot of uncertainty. But the truth is, you’ve learned most of the things you need to know to find a good sales partner and work with them on growing your business.
So, congratulations!
You’re now ready to cooperate with any external sales team and take your SaaS company to the next level.
In this part, we’ll share with you a few additional tips to help you guarantee a successful partnership with any outsourced sales agency.
b2b saas sales outsourcing
When asked about the biggest mistakes businesses should avoid when outsourcing to a sales partner — Diana Stepanova, Operations Director at Monitask — commented:
“Some common mistakes that companies make when working with a sales outsourcing partner include insufficient communication and collaboration, unrealistic expectations, and lack of well-defined goals and KPIs. To avoid these pitfalls, it’s vital to establish clear goals and expectations from the outset, maintain open channels of communication, and regularly review the partnership’s progress in relation to the set objectives.”
To provide you with the best practices for hiring an outsourced sales partner, we also collaborated with various sales leaders and marketing experts. Here’s our top advice:
Evaluate Your Needs From the Start
On top of identifying key metrics to track sales performance, you need to know which skills are lacking in your talent pool. If you can explain your challenges clearly, the sales outsourcing agency will know exactly what to offer you.
Outsourced sales agencies employ SDRs with a wide set of chile cell phone number database talents to choose from. So depending on your sales needs, you can include specific services in your contract to fill the skills gap your company is suffering from.
Some of the questions you can ask yourself are:
What are my sales objectives? And what’s my strategy for achieving them?
Which sales duties is my business struggling with?
How will the outsourced team enhance my sales process?
What sales tools and techniques do I need help with?
Focus on Training, Performance Indicators, and Budget
“Before hiring a sales outsourcing firm, ensure you have sales enablement messaging for training, clear key performance indicators to measure success, and a sufficient budget for at least two sales representatives. These elements are crucial for effective sales outsourcing.”
Joe Kevens, Founder and Director of Demand Gen, B2B SaaS Reviews
Evaluate Track Record, Methodology, and Training
“First and foremost, evaluating the outsourcing firm’s track record and industry expertise is vital. Look for a partner with a proven record of success in the SaaS domain, as this ensures they possess the necessary knowledge and understanding of your unique challenges.
Building an efficient performance tracking system starts with setting objectives from the start. Most SaaS companies identify their sales goals and expected results way before deciding on which outsourced sales agency they should hire.
Here are some of the most important metrics you can track to assess sales performance:
Length of the sales cycle
Number of leads generated
Total number of closed deals
Cost per sale
If you’ve never tried sales outsourcing in the past, you might think of it as a big challenge with a lot of uncertainty. But the truth is, you’ve learned most of the things you need to know to find a good sales partner and work with them on growing your business.
So, congratulations!
You’re now ready to cooperate with any external sales team and take your SaaS company to the next level.
In this part, we’ll share with you a few additional tips to help you guarantee a successful partnership with any outsourced sales agency.
b2b saas sales outsourcing
When asked about the biggest mistakes businesses should avoid when outsourcing to a sales partner — Diana Stepanova, Operations Director at Monitask — commented:
“Some common mistakes that companies make when working with a sales outsourcing partner include insufficient communication and collaboration, unrealistic expectations, and lack of well-defined goals and KPIs. To avoid these pitfalls, it’s vital to establish clear goals and expectations from the outset, maintain open channels of communication, and regularly review the partnership’s progress in relation to the set objectives.”
To provide you with the best practices for hiring an outsourced sales partner, we also collaborated with various sales leaders and marketing experts. Here’s our top advice:
Evaluate Your Needs From the Start
On top of identifying key metrics to track sales performance, you need to know which skills are lacking in your talent pool. If you can explain your challenges clearly, the sales outsourcing agency will know exactly what to offer you.
Outsourced sales agencies employ SDRs with a wide set of chile cell phone number database talents to choose from. So depending on your sales needs, you can include specific services in your contract to fill the skills gap your company is suffering from.
Some of the questions you can ask yourself are:
What are my sales objectives? And what’s my strategy for achieving them?
Which sales duties is my business struggling with?
How will the outsourced team enhance my sales process?
What sales tools and techniques do I need help with?
Focus on Training, Performance Indicators, and Budget
“Before hiring a sales outsourcing firm, ensure you have sales enablement messaging for training, clear key performance indicators to measure success, and a sufficient budget for at least two sales representatives. These elements are crucial for effective sales outsourcing.”
Joe Kevens, Founder and Director of Demand Gen, B2B SaaS Reviews
Evaluate Track Record, Methodology, and Training
“First and foremost, evaluating the outsourcing firm’s track record and industry expertise is vital. Look for a partner with a proven record of success in the SaaS domain, as this ensures they possess the necessary knowledge and understanding of your unique challenges.