Customer Engagement Strategies: 12 Ways to Future-Proof Your Business in 2025

In 2025, customer engagement will continue to shape the success of businesses. Companies that focus on crafting effective customer engagement strategies will retain loyal customers and attract new ones in a competitive market.

How can your business stand out? These 12 innovative strategies will help you enhance customer relationships, boost retention, and future-proof your engagement approach.



1. AI-Driven Customer Engagement Strategies

Artificial Intelligence (AI) is transforming customer engagement, making it smarter, faster, and more personalized than ever. In 2025, businesses that adopt AI-driven tools will stay ahead of the curve by delivering exceptional customer experiences tailored to individual needs.

Why AI is Essential for Customer Engagement

Personalization at Scale: Research shows that 80% of consumers are more likely to purchase from a brand that offers personalized experiences. AI enables businesses to automate this personalization across multiple channels.

Efficiency Boost: AI can handle repetitive tasks like scheduling follow-ups, analyzing data, or automating responses, saving businesses up to 40% on operational costs.

AI-Driven Strategies for 2025

  • Predict Customer Behavior: AI algorithms analyze past interactions to forecast what customers need next, such as suggesting relevant products or identifying customers likely to churn. For example, predictive analytics increased Netflix’s user retention by 76%.
  • Automate Personalization: AI tools customize messages without manual intervention. This includes sending personalized SMS offers or delivering dynamic email content tailored to user behavior.
  • Optimize Call Times: Timing is everything in customer engagement. AI-powered analytics determine the best times to call, boosting answer rates and reducing wasted efforts.
  • Utilize Sentiment Analysis: Advanced AI tools can assess the tone and sentiment of customer interactions in real-time, alerting teams to intervene and resolve issues quickly or upsell when sentiment is positive.
  • Enhance Efficiency with AI Automation: Automate routine but critical tasks like follow-up emails, call scheduling, and customer segmentation to free up your team for high-value, complex interactions.

Real-World Example

Imagine a SaaS company using AI to track customer interactions. The system identifies a user struggling with a feature and automatically triggers a support call. This proactive approach not only solves the problem but increases the likelihood of renewal.

Kixie Pro Tip: With Kixie’s CRM integrations, you can leverage AI-powered insights to understand your customers better and optimize call timing.

Key Takeaways

  • ✔ AI enables businesses to scale personalized customer interactions without sacrificing quality.
  • ✔ It reduces operational burdens, allowing teams to focus on strategic efforts.
  • ✔ With tools like sentiment analysis and predictive behavior, AI enhances both customer satisfaction and loyalty.

2. Omnichannel Customer Engagement Tactics

Customers today expect seamless communication across multiple platforms. An effective omnichannel strategy ensures consistent, personalized experiences no matter where they interact with your business. By integrating your channels, you can deliver a unified customer experience that builds trust and drives loyalty.

Key Components of an Omnichannel Strategy

  • Unify Customer Data Across Channels: Consolidate all customer data into a single system, such as your CRM, to create a 360-degree view of each customer. This ensures no detail is missed, whether they engage via email, SMS, social media, or phone calls.
  • Tailor Your Approach for Each Channel: Understand the strengths of each platform and adapt your communication accordingly. For example:
    • Use SMS for quick updates or appointment reminders.
    • Leverage email for in-depth explanations or promotions.
    • Provide instant responses via chat or social media platforms.
  • Ensure Consistent Messaging: Align your branding and tone across all channels so customers feel they’re engaging with the same entity, no matter where they interact.
  • Use Automation to Bridge Channels: Automation tools help route customer inquiries to the right channels or teams, ensuring timely and relevant responses. For instance:
    • Automated routing of customer queries from social media to the appropriate support team.
    • Triggering follow-up emails after a call or chat interaction.

Why Omnichannel Matters

A strong omnichannel strategy isn’t just a convenience—it’s a necessity. Research shows that businesses with robust omnichannel strategies retain 89% of their customers, compared to 33% for companies with weak omnichannel approaches. It also improves efficiency by reducing silos between departments and creating a smoother workflow.

Real-World Example

Imagine a customer who starts by asking a question through your website chat. They’re later emailed detailed follow-up instructions, then receive a call from a sales rep who references the original chat. This seamless transition between channels not only meets but exceeds customer expectations.

Kixie Pro Tip: With Kixie’s PowerCall and SMS tools, you can create an omnichannel engagement plan that integrates seamlessly with your CRM. This ensures every interaction is tracked and actionable insights are readily available.

Practical Example in Action

Picture this: A customer submits an inquiry via your website. A sales rep uses Kixie to follow up with a phone call. When the customer misses the call, the rep sends a personalized SMS summarizing the inquiry and providing next steps. The customer responds to the SMS, and the conversation shifts seamlessly back to a phone call, where the rep finalizes the purchase—all tracked in the CRM for future reference.

Key Takeaways

  • ✔ Customers expect seamless transitions between channels, so unify your communication tools for consistency.
  • ✔ Adapt your messaging to match the platform and context of each customer interaction.
  • ✔ Automation plays a critical role in ensuring timely responses and bridging communication gaps.

3. Proactive Customer Service as a Key Engagement Strategy

Proactive customer service involves anticipating customer needs and addressing issues before they arise. This forward-thinking approach not only enhances customer satisfaction but also builds loyalty and trust by demonstrating that your business genuinely cares about its customers’ success.

Why Proactive Service Matters

Research shows that 68% of customers feel more positive about a brand when their concerns are resolved proactively rather than reactively. Proactive service reduces frustration and increases customer retention by addressing potential issues before they impact the customer experience.

Spot Customer Pain Points Before They Escalate

  • Offer Educational Resources: Provide how-to videos, FAQs, and live webinars to empower customers with knowledge. For example, a SaaS company might host monthly webinars to walk customers through advanced features.
  • Preemptively Reach Out: Identify common issues and proactively send helpful tips or troubleshooting guides. For instance, if you notice customers frequently contacting support about a specific feature, send an email with a step-by-step tutorial.

Keep Customers Informed with Automated Alerts

  • Send Timely Notifications: Use automation to keep customers updated with billing reminders, order tracking updates, or subscription renewals. These small gestures make a big impact by removing uncertainty.
  • Notify About Service Updates: Proactively inform customers about planned maintenance or service changes to minimize disruption. For example, an ISP might send an SMS alerting customers to scheduled downtime and providing an estimated resolution time.

Real-World Example

A subscription box company noticed that customers often inquired about shipping delays. To address this proactively, they implemented automated SMS updates for shipment tracking and included links to frequently asked questions. The result? A 30% reduction in support tickets and a boost in customer satisfaction ratings.

Kixie Pro Tip: Use Kixie’s SMS and call automation to streamline proactive outreach. Schedule reminders, updates, and alerts to keep your customers informed without adding to your team’s workload.

Key Takeaways

  • ✔ Proactive service improves customer satisfaction and loyalty by addressing issues before they become problems.
  • ✔ Educational resources and preemptive communication help customers feel supported and valued.
  • ✔ Automated alerts ensure timely updates and reduce the need for reactive support.

4. Enhancing Engagement Through High-Quality Calls

High-quality calls remain one of the most direct and impactful ways to engage with customers. They provide a personal touch that no other medium can replicate, making clear, professional communication essential for building trust and fostering loyalty.

Ensure Crystal-Clear Audio Quality

  • Use Reliable VoIP Solutions: A robust VoIP system like Kixie ensures dependable call quality, even during high-demand periods.
  • Set Up Quality of Service (QoS): Prioritize voice traffic over other network activities to eliminate interruptions and lag.
  • Test Equipment Regularly: Routine checks of headsets, microphones, and other hardware ensure optimal performance.

Make Every Call Count with Preparation

  • Review CRM Data: Familiarize yourself with the customer’s history and preferences before the call to tailor your approach.
  • Set Clear Goals: Define what you want to achieve during the conversation, such as resolving a complaint or closing a sale.
  • Prepare Talking Points: Have key topics ready, but remain flexible to adapt to the customer’s needs and responses.

Real-World Example

Consider a sales team using Kixie’s Power Dialer to follow up with a warm lead. Before the call, the rep reviews the customer’s past purchases via the CRM. During the call, they use this information to recommend a complementary product, which leads to an upsell. The clear audio quality and personalized conversation create a seamless experience that impresses the customer.

Kixie Pro Tip: Kixie’s Power Dialer ensures calls are seamless, efficient, and personalized by integrating directly with your CRM and leveraging automation tools.

Key Takeaways

  • ✔ High-quality audio is crucial for building trust and delivering professional communication.
  • ✔ Preparation, such as reviewing CRM data, enhances the effectiveness of every call.
  • ✔ Tools like Kixie’s Power Dialer streamline the process, allowing for better customer engagement and increased efficiency.

5. Customer Feedback Loops: An Essential Strategy

Creating a customer feedback loop empowers businesses to refine products and services continuously. By actively listening to customer input and taking actionable steps, you can build trust, improve satisfaction, and foster loyalty.

Collect Feedback Regularly

  • Use Post-Call and NPS Surveys: These quick surveys provide immediate insights into customer satisfaction and loyalty.
  • Leverage Multiple Channels: Gather feedback through email campaigns, SMS requests, or direct phone calls to ensure you’re reaching customers where they’re most comfortable.
  • Conduct Periodic Check-Ins: Schedule regular touchpoints to capture customer sentiment over time and understand evolving needs.

Take Action on Insights

  • Address Common Issues Quickly: Use feedback data to identify trends and implement solutions that have an immediate impact.
  • Showcase Changes: Let customers know how their feedback has influenced your business decisions. For example, sharing updates in newsletters or on social media reinforces that their input is valued.
  • Close the Loop: Follow up with customers to ensure they see the improvements and feel heard, strengthening trust and engagement.

Real-World Example

A SaaS company noticed recurring feedback about the complexity of its onboarding process. By sending automated surveys via Kixie SMS, they collected specific pain points. Using these insights, the company introduced a step-by-step onboarding wizard and followed up with users to highlight the improvement. This change increased user satisfaction by 25%.

Kixie Pro Tip: Use Kixie’s SMS and email automation tools to streamline survey distribution and follow-ups. Automate touchpoints to consistently capture actionable insights with minimal effort.

Key Takeaways

  • ✔ Regularly collecting feedback helps you stay in tune with customer needs and preferences.
  • ✔ Taking swift action based on insights demonstrates your commitment to customer satisfaction.
  • ✔ Sharing updates with customers reinforces trust and engagement.

6. Boost Engagement with SMS Campaigns

Short, direct, and highly personal, SMS campaigns are one of the most effective tools for engaging customers. With an open rate of over 98%, SMS ensures your message reaches its audience. Leveraging this medium can enhance engagement, drive conversions, and strengthen relationships with your customers.

Craft Attention-Grabbing SMS Messages

  • Keep It Concise: SMS messages are limited to 160 characters, so make every word count. Focus on clarity and impact.
  • Personalize the Content: Use customer names and reference recent interactions or preferences to make the message feel tailored.
  • Include Clear CTAs: Direct recipients to take specific actions, such as clicking a link, replying to the message, or calling a number.

Tips for Maximizing SMS Campaign Success

  • Timing Is Key: Send messages when your audience is most likely to engage, such as during lunch hours or early evenings.
  • Segment Your Audience: Group customers based on their behaviors, preferences, or past interactions to send targeted campaigns.
  • Test and Optimize: A/B test different messages to identify what resonates best with your audience and refine your approach.

Real-World Example

Consider a retail brand running a limited-time sale. Using Kixie’s SMS automation, they segment their customer list to target frequent buyers. The SMS reads, “Hi [Name], don’t miss our exclusive 24-hour sale—50% off your favorite items! Shop now: [link].” This simple, personalized message drives engagement and increases sales.

Kixie Pro Tip: Kixie’s SMS automation lets you create, personalize, and track campaigns seamlessly. Use scheduling features to optimize delivery times and analytics to measure campaign performance.

Key Takeaways

  • ✔ SMS campaigns have unparalleled open rates, making them ideal for immediate engagement.
  • ✔ Personalization and clear CTAs are essential for driving conversions.
  • ✔ Timing and audience segmentation maximize the impact of your campaigns.

7. Gamification: Make Customer Engagement Fun

Engaging your customers doesn’t have to be all business. Gamification introduces fun, interactive elements into your customer engagement strategy, motivating customers to participate and fostering long-term loyalty. By incorporating game-like experiences, businesses can make every interaction more memorable and enjoyable.

Why Gamification Works

  • Encourages Repeat Interactions: Customers return to engage with your brand when rewarded for their participation.
  • Builds Brand Loyalty: Reward systems create positive associations and deepen emotional connections to your brand.
  • Provides Instant Gratification: Small, immediate rewards for actions keep customers engaged and motivated.

 

 

Practical Ways to Gamify Engagement

  • Loyalty Programs: Offer points for purchases, referrals, or leaving reviews. Allow customers to redeem points for discounts, gifts, or exclusive perks.
  • Contests and Challenges: Run engaging competitions, such as social media photo contests or top spender leaderboards. These not only reward participants but also promote your brand organically.
  • Achievement Badges: Recognize milestones like anniversaries, first purchases, or completing a customer onboarding process. Customers love being acknowledged for their accomplishments.

Real-World Example

Consider a fitness app that rewards users with points for completing daily workouts. As users accumulate points, they unlock badges and earn discounts on fitness gear. This gamified approach keeps users motivated and increases their long-term engagement with the app.

Why Gamification Boosts Engagement

  • Makes Interactions Enjoyable: Gamification transforms routine tasks into entertaining activities, creating positive customer experiences.
  • Encourages Repeated Engagement: Customers are more likely to return when they feel rewarded for their actions.
  • Strengthens Loyalty: Positive associations with your brand foster deeper connections and encourage advocacy.

Kixie Pro Tip: Use CRM integrations to track engagement milestones and reward customers effectively. With automated tracking, you can make gamified experiences seamless.

Key Takeaways

  • ✔ Gamification makes customer interactions fun, driving higher engagement.
  • ✔ Reward systems and contests build loyalty and encourage repeat participation.
  • ✔ Tools like CRM integrations simplify tracking and rewarding customer achievements.

8. Customer Success Programs for Long-Term Engagement

Helping your customers succeed with your product or service is one of the most effective ways to build loyalty and foster long-term engagement. A strong customer success program ensures that customers achieve their desired outcomes, turning them into lifelong advocates for your brand.

Why Customer Success Matters

  • Boosts Retention: Customers are more likely to stick with your product when they clearly see its value in meeting their goals.
  • Drives Referrals: Satisfied customers naturally become advocates, recommending your brand to others.
  • Increases Upsell Opportunities: Customers who trust and enjoy your product are more open to exploring additional features or services.

Key Components of a Customer Success Program

  • Onboarding Support: Provide clear guidance during the initial stages of customer adoption. Tutorials, webinars, and live Q&A sessions can make onboarding smooth and stress-free.
  • Proactive Check-Ins: Regularly engage with customers to ensure they are achieving their goals. For example, schedule quarterly reviews to assess progress and offer tailored recommendations.
  • Personalized Insights: Leverage customer data to suggest relevant features, updates, or best practices that align with their needs. Personalization demonstrates a deep understanding of their unique challenges.

Real-World Example

A project management software company offers personalized onboarding sessions for new clients, followed by quarterly check-ins to discuss feature usage and optimization. This proactive support not only reduces churn but also leads to 20% higher upsell rates as customers discover premium features.

Why Customer Success Programs Work

  • Empowers Customers: Providing the tools and knowledge to succeed helps customers get the most out of your product.
  • Builds Trust: Personalized and proactive support creates a sense of partnership, strengthening relationships over time.
  • Drives Growth: Happy customers are more likely to renew subscriptions, expand their usage, and recommend your brand to others.

Kixie Pro Tip: Use automated reminders and personalized outreach to keep customers engaged and successful. With Kixie’s CRM integrations, tracking customer progress and scheduling follow-ups has never been easier.

Key Takeaways

  • ✔ A robust customer success program boosts retention and creates loyal advocates.
  • ✔ Proactive check-ins and personalized insights strengthen trust and engagement.
  • ✔ Empowered customers are more likely to renew, upsell, and refer others to your brand.

9. Streamline Customer Engagement with Automation

Automation is the backbone of efficiency in modern customer engagement strategies. By automating routine tasks, you can save time, improve accuracy, and focus on building meaningful connections with your customers. Whether you’re following up with leads or sending reminders, automation ensures no opportunity slips through the cracks.

Why Automation Matters

  • Saves Time: Automating repetitive tasks like follow-ups, reminders, and scheduling frees your team to focus on high-impact activities.
  • Ensures Consistency: Standardized automated processes maintain a uniform level of quality across all customer interactions.
  • Scales Effortlessly: As your customer base grows, automation enables you to handle increased interactions without compromising service quality.

Examples of Automated Engagement

  • Follow-Up Communications: Send automated emails or SMS messages after calls, demos, or meetings to reinforce your messaging and maintain momentum.
  • Appointment and Payment Reminders: Ensure customers never miss an appointment, subscription renewal, or payment deadline with timely automated reminders.
  • Welcome Workflows: Onboard new customers with automated emails that introduce key features, tutorials, and support resources.

Real-World Example

Imagine a healthcare provider using automation to remind patients of upcoming appointments via SMS. By integrating reminders with their CRM, they reduce no-show rates by 30% and free up staff to focus on in-person care.

Why Automation Enhances Engagement

  • Improves Responsiveness: Automated workflows enable timely communications, keeping customers informed and engaged.
  • Frees Up Resources: By handling routine tasks, automation allows your team to prioritize meaningful interactions that require a personal touch.
  • Maintains Service Quality: Automation ensures consistent messaging and prevents errors, even as your engagement volume scales.

Kixie Pro Tip: Use Kixie’s auto-call logging and SMS campaigns to automate key customer touchpoints and improve efficiency. Automate follow-ups, reminders, and workflows directly through your CRM integration.

Key Takeaways

  • ✔ Automation saves time and scales engagement as your business grows.
  • ✔ Consistent, timely communications keep customers informed and satisfied.
  • ✔ Automated workflows free up your team for high-value interactions.

10. Video Communication as an Engagement Tool

Video communication has become an essential tool for businesses seeking to create personal, engaging, and impactful customer interactions. In a digital-first world, video stands out as a medium that combines visual clarity with human connection, making it a powerful way to engage your audience.

Why Video Works

  • Humanizes Interactions: Video brings a personal touch to digital communication, helping customers feel connected to your brand.
  • Clarifies Complex Topics: Visual demonstrations can simplify intricate concepts or processes, making them easier to understand.
  • Versatile Applications: Video is effective across various stages of the customer journey, from initial sales pitches to onboarding and ongoing support.

How to Use Video in Your Strategy

  • Host Live Product Demos: Tailor live video demonstrations to address specific customer needs, showcasing how your product solves their pain points.
  • Pre-Record Tutorials: Create video content for onboarding and FAQs that customers can access on-demand, reducing the need for repetitive support.
  • Send Personalized Video Messages: Stand out by sending custom video messages to prospects or customers, adding a personal and memorable touch to your outreach.

Real-World Example

A software company uses video to improve onboarding. They send new users a personalized welcome video, followed by pre-recorded tutorials on using key features. As a result, user adoption rates increase by 25%, and support inquiries drop by 15%.

Why Video Communication Enhances Engagement

  • Builds Trust: Authentic, face-to-face interactions via video foster confidence in your brand.
  • Improves Understanding: Demonstrations and visual explanations ensure customers grasp complex topics quickly.
  • Saves Time: Address common questions and concerns upfront with easily accessible video resources.

Kixie Pro Tip: Integrate video calls with other tools like CRM tracking for seamless engagement. Use analytics to track customer interactions and refine your video communication strategy.

Key Takeaways

  • ✔ Video humanizes digital communication, creating deeper connections with customers.
  • ✔ Visual demonstrations simplify complex concepts, boosting understanding and satisfaction.
  • ✔ Pre-recorded and live video content saves time while enhancing the customer experience.

11. Analyze Metrics to Refine Engagement Strategies

Understanding what’s working—and what isn’t—is essential to building a customer engagement strategy that delivers results. By leveraging key metrics, businesses can make informed decisions to refine their approach, optimize interactions, and drive meaningful outcomes.

Why Metrics Matter

  • Reveal Interaction Patterns: Metrics show how customers engage with your business across channels, uncovering trends and preferences.
  • Highlight Successes and Gaps: Data pinpoints what’s working and where your strategies need improvement, enabling focused action.
  • Drive Continuous Improvement: Metrics allow for data-driven decision-making, fostering ongoing optimization of your engagement efforts.

Key Metrics to Track

  • Response Rates: Measure how often customers respond to your emails, SMS, and calls to gauge the effectiveness of your outreach.
  • Customer Satisfaction Scores (CSAT) and Net Promoter Scores (NPS): Use these benchmarks to understand customer sentiment and loyalty.
  • Conversion Rates: Track the success of your campaigns and engagement efforts in turning interactions into tangible outcomes, such as sales or sign-ups.

Real-World Example

A marketing agency uses metrics to refine its engagement strategies. By analyzing SMS response rates, they discover that messages sent at lunchtime perform 30% better. Adjusting their outreach schedule based on this insight increases campaign ROI by 20%.

Why Metrics Enhance Engagement

  • Identify Opportunities and Weak Points: Data highlights areas ripe for optimization, ensuring resources are allocated effectively.
  • Reduce Guesswork: Actionable insights remove uncertainty, enabling precise adjustments to strategies.
  • Scale Successful Strategies: Metrics help replicate what works, driving growth and consistency across the customer journey.

Kixie Pro Tip: Use Kixie’s analytics tools to track and refine your engagement strategies. Monitor response rates, call outcomes, and campaign performance to uncover actionable insights and achieve measurable results.

Key Takeaways

  • ✔ Metrics provide valuable insights into customer behaviors and preferences.
  • ✔ Data-driven decisions optimize strategies and boost engagement outcomes.
  • ✔ Tracking and scaling successful efforts ensure sustained growth and effectiveness.

12. Foster a Community to Improve Customer Engagement

Building a community around your brand creates a deeper connection with your customers, transforming them from buyers into advocates. A thriving community not only enhances customer engagement but also fosters loyalty, provides valuable feedback, and generates organic promotion for your business.

Why Community Matters for Engagement

A strong customer community offers several benefits:

  • Shared loyalty: Customers feel connected not just to your brand but also to like-minded peers.
  • Valuable insights: Community interactions reveal customer preferences, pain points, and ideas for improvement.
  • Sustained engagement: Active communities encourage repeat interactions, keeping your brand top of mind.

Example: A fitness company creates an online group where members share workout tips, success stories, and encouragement, boosting brand loyalty and fostering connections.

How to Build a Customer Community

Creating a successful community requires intention and strategy. Here’s how to get started:

  • Choose the Right Platform: Select a platform that suits your audience, such as:
    • Social media groups for easy accessibility and engagement.
    • Private forums for in-depth discussions.
    • Community platforms like Discord or Slack for real-time interaction.
  • Set a Purpose: Define what your community will focus on—problem-solving, shared experiences, or exclusive content. A clear purpose helps attract and retain members.
  • Encourage Participation: Make it easy and rewarding for customers to engage by:
    • Asking open-ended questions to spark discussions.
    • Hosting events like webinars or Q&A sessions.
    • Creating challenges or contests with prizes.

Example: A SaaS company launches a private Facebook group where customers can ask questions, share tips, and attend monthly webinars featuring product updates and expert insights.

Celebrate and Empower Your Community

Recognizing and empowering your community members strengthens their connection to your brand:

  • Highlight customer success stories in your blog, newsletter, or social media.
  • Offer exclusive perks, such as early access to new products or special discounts.
  • Appoint active members as community moderators or ambassadors.

Example: A clothing brand creates a “VIP Insider” program for its most engaged community members, giving them access to exclusive sales and sneak peeks at new collections.

Foster Peer-to-Peer Support

A well-managed community enables customers to help each other, reducing your support load and enhancing the overall experience:

  • Create a dedicated space for customers to share solutions and advice.
  • Encourage experienced users to mentor new members.
  • Reward helpful contributors with recognition or incentives.

Example: An online learning platform features a forum where students share study tips and troubleshoot technical issues. Top contributors earn badges and discounts on future courses.

Use Your Community to Strengthen Engagement

A vibrant community isn’t just a space for interaction—it’s also a tool for deepening customer engagement. Use your community to:

  • Test new ideas: Gather feedback on product prototypes or features before launch.
  • Share exclusive content: Offer behind-the-scenes looks, tutorials, or sneak peeks.
  • Build long-term loyalty: Regular interaction builds emotional investment in your brand.

Example: A game developer previews an upcoming release in their community forum, collecting feedback and generating excitement before the official launch.

Why Communities Drive Engagement

  • They create belonging: Customers feel part of something bigger, increasing emotional connection.
  • They sustain engagement: Active communities foster regular interaction, even between purchases.
  • They generate advocates: Satisfied community members naturally promote your brand to others.

Kixie Pro Tip: Use Kixie’s SMS and call tools to engage with your community and keep them connected.

Key Takeaways

  • ✔ Building a community fosters deeper customer loyalty and transforms buyers into advocates.
  • ✔ Engaged communities provide valuable feedback, promote organic growth, and sustain brand awareness.
  • ✔ Recognizing and empowering community members strengthens their connection to your brand.
  • ✔ Peer-to-peer support reduces your workload while enhancing the customer experience.
  • ✔ A vibrant community is a strategic tool for testing ideas, sharing exclusive content, and driving long-term engagement.

How To Follow Up On A Forgotten Sales Lead

Forgotten sales leads are a common problem in the sales world. These are potential customers who have expressed interest in your product or service but haven’t been contacted in a while. Following up with these leads is crucial for maintaining relationships, closing deals, and increasing revenue. In this article, we will explore step-by-step how to effectively follow up on forgotten sales leads.

How To Follow Up on an Old Sales Lead

Step 1: Assess the Situation

The first step in following up on forgotten sales leads is to assess the situation. Determine how long it’s been since you last contacted the lead and evaluate their level of interest in your product or service. Also, analyze the communication channels you’ve used with the lead. Did they respond better to emails or phone calls? Understanding these factors will help you craft an effective follow-up strategy.

If you often lose touch with leads after 4-5 follow-up attempts, consider using sales workflow automation to reach out to leads who haven’t responded after a specified number of outreach attempts. This way, you can keep in touch with leads that have gone cold without being annoying or forgetting to follow up regularly.

Step 2: Craft a Follow-up Message

Personalization is key when following up on forgotten sales leads. Begin your message by referencing your previous conversation and remind them of the benefits of your product or service. This will help them remember why they were interested in the first place. Lastly, don’t forget to include a clear call-to-action, such as scheduling a meeting or signing up for a demo.

You may also want to consider sending specific types of communication to leads based on their industry, interests, or other important demographics. For example, if you are trying to follow up on a lead from a solar panel manufacturer, you might want to send a case study that features the solar industry. Here are 6 email templates you can use to get started right away.

Step 3: Choose the Right Communication Channel

Not all communication channels are created equal. Consider the lead’s preferred method of communication and choose the channel that will be most effective in getting a response. If they have previously responded well to email, stick with that. If they prefer phone calls or text messages, adjust your approach accordingly.

If you’re not hearing back from a lead on one channel, it’s worth a try using an omnichannel approach and testing reaching out via phone, SMS, or social media in addition to email.

Step 4: Be Persistent, Not Pushy

Following up consistently is essential, but it’s also crucial not to come across as desperate or pushy. Provide value in your communication and show that you’re genuinely interested in helping them solve whatever problem or pain point they are facing. This will increase the chances of them responding positively and ultimately closing a deal.

Keeping track of your follow-ups is a great way to stay organized and not annoy your contacts. Use a CRM tool or spreadsheet to keep track of your communications and set reminders for future follow-ups. This will help you stay on top of your sales game and close more deals.

Step 5: Automating Old Lead Follow-Up

Sales automation has become increasingly popular in recent years, and for good reason. By automating certain tasks, you can save time and streamline your sales process. One area where automation can be particularly useful is in following up with old leads. Here’s how to use automation to improve your old lelead follow-uptrategy:

Set Up a Drip Email Campaign

A drip email campaign is a series of automated emails that are sent to a lead over time. These emails can provide value, build trust, and keep your brand top-of-mind. When setting up a drip email campaign for old leads, consider the following:

  • Use a personalization tool to automatically insert the lead’s name, company, or other relevant information into the email
  • Segment your leads based on their interests, industry, or other criteria to ensure that the emails are relevant to each recipient
  • Use dynamic content to tailor the emails to each lead’s specific needs and interests
  • Include a clear call-to-action in each email, such as scheduling a call or signing up for a free trial

Use SMS Messages

While email is a popular communication channel, it’s not the only one. Many people prefer to communicate via text message, especially when it comes to business communication. By using SMS messages to follow up with old leads, you can:

  • Send personalized, automated messages that feel more personal than a mass email
  • Use automation to send messages at the right time, such as after a lead has downloaded a white paper or attended a webinar
  • Use SMS to schedule appointments, ask for feedback, or provide updates on your product or service

Use Analytics to Track Engagement

One of the biggest advantages of automation is that it allows you to track engagement in real-time. By using analytics, you can see how your old leads are interacting with your emails or text messages. This data can help you adjust your strategy as needed, such as by tweaking the subject lines of your emails or adjusting the timing of your messages.

Start Following Up With Old Leads Today

Following up with old leads is an important part of any sales strategy. By using automation to streamline your follow-up process, you can save time, improve your communication, and increase your chances of closing a sale. If you’re not already using automation in your sasales processnow is the time to start. You can grab a free, 7-day trial of Kixie’s contact center software, including sales automation tools, and start following up with old leads today. 

How To Create An Automated Lead Follow-Up System From Scratch

Lead follow-up is an essential part of any B2B sales process. However, manual lead follow-up can be time-consuming and inefficient, which is why businesses are turning to automated systems to streamline the process. In this article, we’ll outline a step-by-step guide to help you create an automated lead follow-up system from scratch.

Define the Lead Follow-Up Process

Before building an automated system, it’s essential to understand the stages of a typical lead follow-up process. With an automated lead follow-up system, each stage is streamlined via partial or full automation, and the process becomes more efficient. Here are the key stages:

  1. Lead Capture: The lead’s contact information is captured through a form, landing page, or other means.
  2. Lead Qualification: The lead is assessed, usually by a marketing team, to determine if they meet your ideal customer profile.
  3. Initial Follow-up: The lead is contacted by phone or email to establish communication, generally by the sales team.
  4. Nurturing: The lead is provided with relevant information and resources to build trust and maintain engagement.
  5. Conversion: The lead is converted into a customer through a sale or other desired action.

Assess Your Current Process

To create an effective automated lead follow-up system, it’s crucial to evaluate your current lead follow-up process. By analyzing your current process, you can identify gaps and inefficiencies that an automated system can help fill. 

By asking yourself specific questions, such as how leads are currently being captured and qualified, you can determine where your current process can be improved. Here are some more questions to help you assess your process:

  • How are leads currently being captured and qualified?
  • What methods are used for initial follow-up?
  • What resources and communication channels are used for lead nurturing?
  • How is lead conversion currently achieved?
  • What are the current response rates and conversion rates?

While it can be difficult to know what aspects of your sales process can be automated, identifying places where you can improve is a good place to start. Once you have this information, you can begin to search for solutions that fix your specific gaps.

Build an Automated Lead Follow-Up System

Now that you have a clear understanding of your current process, it’s time to build an automated system. Here are the key components of the sales process that can be automated with existing software:

  1. Lead Capture: Use online forms or landing pages to capture leads’ contact information and automatically add them to your database. For example, if you use HubSpot CRM, you can create landing pages through HubSpot so that new lead information is immediately available in your CRM.
  2. Lead Qualification: You can use lead scoring software to automatically determine if leads meet your ideal customer profile. Plus, you can include qualification questions in your lead form (such as company size, industry, etc.) to speed up the vetting process.
  3. Initial Follow-up: Use an email, phone or SMS campaign to automatically contact new leads. For instance, with Kixie’s speed to lead technology, you can contact a new inbound lead in seconds with a templated SMS. 
  4. Nurturing: You can set up a sequence of automated emails, educational content, and targeted offers to build trust and maintain engagement with leads using email automation software. Then, you can add onto this nurturing sequence with Kixie and schedule follow-up phone calls and SMS messages.

Do CRM Systems Automatically Follow Up With Leads?

The short answer is yes! Most CRM systems come with some degree of built-in automation capabilities. For example, HubSpot CRM comes with workflows that you can customize in order to automate your lead follow-up. 

Once you set up a lead follow-up workflow, you can essentially “set it and forget it” while the automation does its work! However, we always recommend using a combination of automation and human outreach to ensure that your follow-up is as effective as possible.

Implementing Your Sales Automation System

After building your automated lead follow-up system, it’s crucial to implement it effectively to see the best results. The implementation process includes choosing an automated lead follow-up tool, creating a workflow, configuring your automation, integrating it with your sales team, and testing and refining your system continually. Here is a step-by-step guide for implementing an automated lead follow-up system:

  1. Choose an Automated Lead Follow-Up Tool: Create a tech stack that allows you to automate your lead follow-up process. We’ve already done the work and compiled the best tech stack for sales automation for you!
  2. Create Your Workflow: Define the stages of your lead follow-up process and create a workflow that automates each step. With Kixie and HubSpot, you can send automated text messages to your prospects as they open your email, follow-up at a scheduled time via phone, and much more! Head over to our YouTube page for even more automation tutorials.
  3. Configure Your Automation: Use your chosen tool or platform to set up your automation rules and triggers. You may want to use a tool like Zapier to be able to sync your systems together. When choosing new software, keep an eye out for systems that already integrate with your CRM for easier setup and reporting.
  4. Integrate with Your Sales Team: Ensure your automated system integrates with your sales team’s workflow, so they are notified when hot leads are ready for follow-up. SaSales engagementlatforms, like Kixie, can help you create a workflow with your sales team in mind.
  5. Test and Refine: Monitor your automated system’s performance and refine your workflows to improve response rates and conversion rates continually. Keep important sales KPIs in mind as you refine and monitor your automations. 

Final Thoughts

An automated lead follow-up system is an excellent way to streamline your sales process, improve efficiency, and increase conversion rates. By following the steps outlined in this article, you can create an effective automated system from scratch that helps you close more deals and grow your business. By defining your process, assessing your current system, building your system, implementing it effectively, and continually refining it, you can create an automated lead follow-up system that sets you apart from the competition. Good luck!

How Often Should You Follow Up With A Lead?

As a business owner, it can be challenging to know how often to follow up with a lead. 

You don’t want to be too pushy, but you also don’t want to lose the opportunity to make a sale. 

In this article, we’ll discuss the best practices for lelead follow-upnd describe how often you should follow up with a lead. We’ll also suggest tools you can use to automate your lelead follow-uprocess.

How Many Times Should You Follow Up With A Lead?

When determining the frequency of follow-up, several factors should be considered:

  • Type of business
  • Sales cycle length
  • Lead engagement level
  • Preferred communication channel

However, the most critical factor is the timing of the initial follow-up. According to research, the ideal time to follow up with a lead is within five minutes (or less) of receiving an inbound lead. Responding to a lead within 1 minute can increase your chances of closing the deal by up to 391%.

How Soon Should You Follow Up With A Lead?

When responding to an inbound lead that has requested more information, say via submitting a form on your website, it’s important to follow up with them ASAP. 

The faster you respond, the more likely it is that you will convert the lead into a paying customer. To achieve this quick response time, many businesses use sales acceleration software such as Kixie. 

Here’s how you can follow up with your leads effectively:

1. Initial Follow-Up

The first follow-up should be made within five minutes (or less) of receiving an inbound lead. This initial follow-up is crucial because it:

  • Shows the lead that you’re interested in working with them
  • Provides an opportunity to gather more information about the lead’s needs and preferences
  • Sets the tone for future communication
  • Engages the lead when they are actively interacting with your brand

The best practices for initial follow-up are:

  • Call the lead if possible (Kixie can help you achieve this quickly and efficiently)
  • Introduce yourself and your company
  • Ask questions to understand the lead’s needs and preferences
  • Schedule a follow-up call or meeting

2. Second and Third Follow-Up

The second and third follow-up should be made a few days later to reiterate your interest in working with them and to provide more information about your product or service. 

The preferred mode of communication for the second and third follow-up depends on the lead’s engagement level and their preferred mode of communication. Here are some best practices for the second and third follow-up attempts:

  • Send an email with relevant information about your product or service
  • Make a phone call to discuss any questions the lead may have
  • Use SMS to check in with the lead and provide a quick update

3. Additional Follow-Up

For additional follow-up, it’s recommended to follow up at least three more times within the first two weeks of initial contact. This is because it takes (on average) 5 contact attempts before a lead moves forward with a purchase. 

Of course, if a lead turns down your outreach attempts and asks to be left alone, you must honor their request. Only continue to follow up with leads who show continued interest in your company’s offerings. 

The frequency of additional follow-up can vary depending on the lead’s level of engagement, but it’s essential to strike a balance between staying in touch and being too pushy. Here are some best practices for additional follow-up:

  • Continue to provide relevant information about your product or service
  • Ask for feedback about the lead’s experience with your company, or other options they are considering
  • Provide personalized recommendations based on the lead’s needs and preferences

Nurturing Leads After Initial Follow-Up

If you still haven’t heard from a lead despite your first 5-6 follow-up attempts, you can continue nurturing the lead with periodic check-ins and personalized communication. This can include:

  • Sending personalized emails
  • Providing relevant content
  • Making periodic phone calls

It’s crucial to tailor your communication based on the lead’s preferences and their stage in the sales cycle. For more ideas on how to keep in touch with your leads with automation, check out this article on our blog.

Final Thoughts

Following up with leads is essential to the success of your business. By following these best practices and using sales acceleration software such as Kixie (sign up for a free trial here), you can achieve a quick response time and increase your chances of closing the deal. By continuing to nurture leads with personalized communication, you can build long-term relationships and increase your chances of repeat business.

What is Sales Engagement and Why Does It Matter?

Just like how you want customers to visit your website and click on your ads, sales engagement involves that same kind of interaction.
Sales engagement platforms (SEPs) are designed to track the relationship between buyers and sellers, and over time, that data can be used to better understand the overall process—determining rates of engagement and conversions that help lead to building a better sales force in the future. On the other hand, lots of sales reps may think of sales engagement as simply trying to keep your lead “on the hook” for as long as possible. Sadly, this kind of mindset doesn’t lead to better selling. In fact, it only hurts your sales team in the long run and positions you further behind competitors who are using SEPs to crush their quotas.

But don’t worry—knowing the details behind salesales engagement toolssn’t have to be complicated. Here’s what you need to know to get ahead of the sales game:

What is Sales Engagement, Anyway?

As mentioned above, sales engagement represents understanding the interactions between customers and your sales team.

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For example, when your sales rep is on the phone with a lead or running someone through a demo, how engaged is the customer throughout the presentation? How often do they ask questions or click on links to learn more or sign up further? Sales engagement means the tracking and processing of data, and then studying that data to help make better sales decisions for future sales processes.

And not only do SEPs create an in-depth blend of analytics, communication tools, and sales enablement training, but they also incorporate CRM integrations alongside many CRM platforms, such as Hubspot, Salesforce, Pipedrive, and Zoho.

Think of an SEP as your main system for learning and understanding your sales process and customer data, whereas your CRM is merely a place to record it and access it.

So, Why Does Sales Engagement Matter?

Well, the sales world doesn’t revolve around old-fashioned instincts and selling techniques like it used to. Instead, data is the ultimate indicator of how qualified a lead is, and whose even worth a salesperson’s time in the first place.

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Sales engagement software serves as your one-stop shop for customer analytics and customer behaviors. It allows sales reps to find selling patterns among different types of customers, but even more importantly, it shows what habits or techniques that your sales reps are following throughout their customer interactions. SEPs are mainly built for understanding, but truly intuitive sales engagement tools also use sales enablement strategies to educate sales reps and increase conversion rates over time.

Sales Engagement vs. Sales Enablement: What’s the Difference?

So if sales engagement is the processing and understanding of data, what’s left to actually apply what you learn from that data towards improving sales? This is where sales enablement make a tremendous impact.

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Quite often, sales teams confuse these two terms as the same thing, however, sales enablement includes sales tools, such as…

  • Using analytics to create reports for product demos, won and lost deals, and lead generation
  • Learning more about the demo process and seeing why customers don’t close
  • Using lead scoring systems to better qualify leads
  • Running content audits to compile sales resources (whitepapers, case studies, demo decks, and pricing info) that sales reps can easily access and learn from
  • Hosting training sessions and call coaching for sales reps
  • Using call whispers to guide sales reps through the demo and sales process

Harnessing data and understanding it is only one part of the sales process for a team—they need an active strategy that implements that knowledge into better workflows and improved sales. When sales engagement tools work with sales enablement resources, that’s when meaningful change starts to take hold.

Kixie offers a Sales Engagement Platform to Improve Your Sales Force

Now that you know the difference between sales engagement platforms vs. sales enablement tools, you’re much better suited to choose an SEP that improves your sales force over time.

Kixie is a sales engagement software with CRM integrations that work with the top brands in sales automation. Not only do you get an autodialer with a wide range of sales engagement tools built in, but you also have sales coaching resources that your reps can use to increase their conversions and beat their quotas month after month.

Scheduling a free trial is simple— click here to get started and learn more about what Kixie can do for your success.

Tools to Scale Your Sales Team Without Adding Headcount | Automation Software

Automation Software

When most people think of scaling a business or team, they think of it in terms of hiring and training new employees. However, before making the time and budget to bring on a new hire, every sales leader should first ask themselves if they are getting the full potential out of their existing team.

I’m not talking about setting ever-higher quotas or demanding longer hours from your team. Overworking your team, while it may yield short-term results, will only lead to more problems down the road. Instead, consider what tools you can make available to your team in order to let them unlock their full potential, generate more revenue, and earn more in the same amount of time.

A 2019 report by HubSpot showed that on average, salespeople spend only 34% of their time selling on the phone or in person. The overwhelming majority of the tasks that take up the rest of their time can be automated, including emails (21%), data entry (17%) and scheduling meetings (12%).

Automation

When it comes to bulking up your pipeline without adding more sales reps, nothing has a bigger impact than automation. According to HubSpot’s 2020 Sales Enablement Report, 61% of sales leaders who outperformed against revenue targets used their CRM to automate parts of their sales process.

Some examples of automations to boost your sales productivity:

  • Use a call outcome/disposition (left in your dialer or CRM) to:
    • Move a deal to a different pipeline stage
    • Send a follow up email or text message
    • Close-won or close-lost a deal
  • When a lead opens a specific email, prompt the sales rep to call the lead
  • Send an automated email, text, or call prompt when a new lead enters a pipeline
  • Send automated email/SMS reminders before a scheduled demo

There are two main categories of automation software for sales teams: standalone automation software, and CRMs with built in automation software. The former is typically more capable and is compatible with a wider variety of other programs, but if your CRM already has built in automation features (or if you’re currently shopping for a CRM) you may want to first see if your CRM can meet your automation needs before adding the additional program and expense to your sasales tech stack

What to Look For

There are many options to choose from when it comes to standalone automation programs, and which you choose will depend on your specific needs. That said, there are two frontrunners that stand out.

For small businesses looking to dip their toes into automation, Zapier is a popular and cost-effective solution with over 3,000 integrations. It’s also scalable, and allows for complex automation, webhooks for non-native API integrations. More tailored to enterprise scale customers, Tray.io allows for greater flexibility and even more complex automation than Zapier for those who really want to get their hands dirty.

What to look for in an automation software:

  • Integrates with your existing tech stack
  • Performs the necessary actions to build the automation you need (both app specific and general built-in functions like filters, timers, etc.)
  • Ease of use: will you be able to create and update automations yourself, or will you need help from your IT department? If IT needs to be involved, do they have the bandwidth to help?
  • Scalability: will this be a sustainable solution in 6 months? A year?
  • Resources: are there significant resources online, such as how-to videos, troubleshooting, or active community forums?

Automating with your CRM

Ideally, you’re already using a CRM that can perform the automations you want to set up. There are also quite a few CRMs that have some kind of built in automation, but in many cases the capability and number of integrations are fairly limited.

A notable exception is HubSpot CRM, which in some cases actually outperforms standalone automation products like Zapier. HubSpot has two types of automation: Workflows and Sequences. Workflows are more similar to Zapier-type automation, whereas Sequences are more tailored to email drip campaigns, similar to services like ActiveCampaign.

Pipedrive and Zoho CRM deserve an honorable mention as well, though their limitations may leave you relying on a third party automation product for some of your more complex automations.

No matter what automation software you use, the key to success is to be creative and keep an open mind when it comes to what to automate. There are more opportunities than first meet the eye, so keep automation in the back of your mind for any time you’re performing a task that could be automated.

In our next installment:

In order to get the most out of your automations, you’ll need a calling and texting service (a sasales dialerthat integrates with your automation platform. In part two of this series, we will show you what to look for in a dialer – from automation compatibility to localocal presenced a whole lot more. Stay tuned!

What Is Sales Engagement? Everything You Need To Know

The prospects in your sales pipeline didn’t get there automatically. It took time, marketing dollars, effort on behalf of your BDRs and SDRs, and a good product-market fit to drum up demand for your business. Needless to say, each person in your sales pipeline is valuable – especially if they fit your ideal customer profile and have the intent to purchase. Which is why it’s always a bummer when sales-qualified leads go cold…and why sales engagement plays such an integral role in a business’s sasales process

What is Sales Engagement?

So, what exactly is sales engagement? In short, it’s a term for the communication and interactions your business representatives have with prospective customers. This could include outbound emails, cold calls and voicemails, personalized emails, Zoom meetings and product demos, text messages, and following up with prospective customers to ensure they received what they needed.

Many SaaS companies, like Kixie, offer sales engagement platforms to help sales teams perform all of these interactions, plus follow up with leads in a timely manner, within one software tool.

Sales Engagement Use Cases

Sales engagement platforms can be used for a variety of use cases. Most often, a sales team or members of a contact center will rely on sales engagement platforms to help with inbound and outbound calling, texting, emailing, chatting, and video calling. Each of these sales channels, or touch points with prospects, encourages prospective buyers to move along the customer journey and closer to purchase. Here are a few of the ways in which a sales engagement platform can be leveraged:

  • Automating follow-ups and reminders
  • Scheduling appointments and demos
  • Sending personalized emails
  • Analyzing sales performance data
  • Integrating with marketing automation platforms and CRM systems for enhanced workflows

What are the Benefits of Sales Engagement Platforms?

Sales engagement platforms provide a number of benefits to sales teams. With the help of these tools, sales reps have access to better technology that can help them better qualify leads, build relationships more quickly and effectively, track what messages have been sent so far in a conversation, reach prospects faster, and provide sales teams with the ability to measure ROI.

Additionally, sales engagement platforms enable sales representatives to be more efficient by automating certain tasks like appointment scheduling and follow-up attempts.

For example, Kixie allows sales reps to schedule a follow-up auto-call (which notifies the rep in the dialer when the call should be placed), send an automated follow-up text message, and integrates with most CRM platforms for more complex sales workflow automation.

Instead of using 5+ different software tools for sales engagement, pairing Kixie with your CRM allows you to send emails, make phone calls, send text messages, create custom automation, and more – with just two software platforms.

If you’d like to learn more about Kixie’s sales engagement platform that integrates seamlessly with all major CRMs including HubSpot, Salesforce, Pipedrive, Zoho, and GoHighLevel, set up a conversation with one of our experienced team members or get started sooner by trying Kixie free.

Top 5 Video Strategies To Narrow Down Your Sales Funnel

Efficient sales cycle management is the top priority for most businesses today. One of the best tools to achieve this and engage your clients right at the start of the sales cycle is video. 

Statistics suggest that almost 70% of marketers who did not use video strategies earlier started using video in 2023. Likewise, 99% of those using video plan to use it more.

This makes video marketing an excellent way to introduce your business to prospects and helps you establish credibility and build trust among them.

Unlike the traditional lead nurturing methods, which usually take much longer, videos shorten the sales cycle significantly and help you close your deals quicker. Infact, 84% of consumers confirmed that watching a brand’s video has helped them buy a product or service.

To this end, we will discuss some of the top video strategies marketers can use to push cold leads further down the sales funnel to improve their conversion rates. Plus, if you need any help with using video in your cold emails, you can always speak with an email marketing expert to help you along the way. 

Importance Of Prospecting Cold Leads Using Videos

Cold leads generally refer to prospects who haven’t shown direct interest in you or your product/service but are still your target customers. 

Video prospecting is a great way to connect with this set of audiences and move them toward conversion. Leveraging videos is an easier option here as they both add a distinct face to the request and can be viewed anytime. 

A recent study found that about 96% of video marketers say that videos help their users better understand the product/services and make it easier to get an appointment with a cold lead. In the modern business world, you don’t need a special in-house team – you can choose a video production studio to create everything you need for your video strategy.

video call

Top 5 Video Strategies To Warm Up Cold Leads 

The top funnel in any sales cycle should capture your prospect’s interest and convert your cold leads to warmer ones.

In this section, you can leverage various video strategies, such as adding personalized thumbnails and involving the lead in the conversation with interactive CTAs for better sales conversions. 

1. Personalization Is Key

A personalized video introduction can play a huge role when offering a warm and welcoming initial impression to a prospect. Leveraging a welcome email with a customized video is an effective way to engage new clients, especially if they have not heard of you or your brand yet. 

Besides helping you introduce yourself and your organization, videos also allow you to showcase your product/services, expertise in the field, and overall experience.

This, in turn, helps you build more trust in potential clients, giving them the impression that they already know who you are even before they meet or speak to you. 

2. Prioritize Client Follow Up

As soon as you get a new lead in your sales funnel, it is important to follow up  with them fast. Whether the lead has come through a website, in-person meeting, or referral channel, the key is to follow up using a strong medium like a video email. 

A quick and friendly follow-up video helps you maintain momentum and keep the sales moving through the funnel. You can also leverage automation here to make the process even faster. 

For instance, you can schedule a pre-recorded video to go out to prospective clients to greet them and build excitement on how excited you are to work together. 

Data also suggests that with an increased click-through rate of at least 25% due to video thumbnails, video emails are far more effective than regular emails. 

3. Add Videos On Landing Pages

Adding short, crisp, and relevant videos to your landing page is another excellent way to attract more visitors to your website and move the cold leads further down the sales funnel. Data also suggests that adding a video on your landing page can boost conversions by over 86%. 

Apart from this, it is also important to A/B test both your videos and landing pages with the help of various testing software tools available in the market.  

This will allow you to identify the specific areas on your landing pages that need improvement, by recording specific user behavior, such as clicks. This will also help improve the overall user experience on your website. 

4. Include A Proper CTA In Your Videos

Creating high-quality, aesthetically pleasing, engaging videos would be useless if it doesn’t warm up your leads or generate targeted customer data to base new marketing campaigns. If approached correctly, videos can make powerful CTAs as they are much easier to consume than other content mediums.

For instance, video can have a major impact on the success of your email marketing campaign if, instead of using words such as “sisign upow” in your email newsletter, you use “watch this video.”

Data supports this finding where there has been a 28% jump in newsletter signups using this approach, as watching a video is far more user-friendly than filling out email fields.

For both generation and conversion of leads with video, it is important to include a clear CTA at specific points or the very end. 

5. Drive Your Sales Process With Client Testimonials 

When it comes to warming up the leads at the top of your sales funnel, there’s nothing more effective and impressive than an excellent customer testimonial or review video from your previous users. In fact, 91% of B2B buyers today rely on word-of-mouth marketing to make buying decisions.

A video customer testimonial from an old client is social proof that convinces your prospects to build trust and credibility in your company. 

Video reviews and testimonials are among the best tools to capture such social proof effectively. They enable your previous or satisfied customers to share their stories and briefly illustrate how your product/service has helped them achieve their goals.

Conclusion

Video marketing is one of the most popular marketing strategies because of the evolving user preference from static imagery and mundane text to more interactive and engaging videos.

Apart from being highly informative, videos can be entertaining, which is why video content tops the list today in terms of user consumption. However, more than simply creating video content is required if you want to optimize it for lead generation and conversion.

To warm up your cold leads or encourage them to take the next step in the sales funnel, it is important to use the video mentioned above strategies. 

You can also utilize tools like video hosting platforms, CRM systems, and sales engagement platforms to integrate your video with your lead capture and management processes and get the most out of your sales funnel. 

Kixie is one such popular sales engagement platform that helps you boost the performance of your sales team with ultra-reliable, easily automated calling & texting, as well as sales automations that integrate with popular CRMs.

Sales Engagement vs. Sales Enablement: A Complete Definition With Examples

Sales and marketing buzzwords and acronyms abound, with new ones cropping up seemingly every day. (What is really the difference between a BDR and an SDR, anyway?) Sometimes it can be difficult to differentiate between these concepts, especially if you’re new to the world of sales and SaaS. One such pair of terms is sasales engagementnd sales enablement, two similar but distinct concepts for modern salespeople.

In this easy-to-read article, we’ll take a look at the definitions of both sasales engagementnd sales enablement, describe how they differ, and share various examples of each. Let’s dive in!

sales engagement platform

What is Sales Engagement?

At a high level, sales engagement focuses on the relationship between salespeople and their prospective customers and streamlining sales interactions between sales personnel and prospects or customers. It typically encompasses sales-related activities such as communication, sales presentations, sales meetings, sales negotiations, and sales follow-ups.

Sales engagement is an integral part of driving sales success. It involves leveraging the right sales tools, sales processes, and sales approaches to engage customers, boost sales performance, and create value for both the customer and the company. By focusing on sales engagement, organizations are able to maximize their sales performance over time by utilizing strategies for attracting and retaining customers, providing better customer service, increasing product knowledge, and leveraging data analytics to inform decisions.

Every touch point a business rep has with a customer can be considered a point of sales engagement, whether it’s with new leads that have never purchased from your business before, or with existing customers that are looking to purchase from you again. Ultimately, sales engagement is about creating relationships with customers that are mutually beneficial.

Sales Engagement Examples

Sales engagement strategies in practice can take many different forms. Some of the most common include:

  • Regular follow-up calls, emails, or texts to stay in touch with leads and customers
  • Providing personalized customer service that addresses customer needs as they arise
  • Hosting webinars or virtual events to educate customers on your products

What is Sales Enablement?

While sales engagement is an encompassing term that speaks to the seller’s role within the customer journey, sales enablement is more narrow. Sales enablement is a term used to describe the process of equipping sales teams with strategies and tools that help them succeed. This can include sales best practices, sales data and insights, sales techniques, demo materials, sales collateral, competitive analysis information, and more.

Sales enablement focuses on providing sales professionals with the resources they need to promote and sell products or services, such as sales training tutorials, product literature, case studies, and even information about new leads. On top of that, sales enablement also serves to foster collaboration between sales and marketing teams, to ensure that sales teams are well-informed about new products or services.

sales person using sales enablement

Sales Enablement Examples

Sales enablement materials can vary depending on the needs of the sales team and the type of buyers they are selling to (ie, B2C vs B2B). Some common examples include:

  • Sales training and onboarding
  • Developing sales playbooks to help reps close deals faster
  • Leveraging CRM systems to display customer data during sales calls
  • Creating content such as videos, podcasts, or webinars
  • Case studies, testimonials, white papers, battle cards, etc.

Sales Engagement vs. Sales Enablement

Both sales engagement and sales enablement are important for sales success, and they work hand in hand to empower sales agents to perform at their best. However, sales engagement is a broader term that refers to the interactions salespeople have with buyers, whereas sales enablement is more concerned with the information and materials sales agents use when speaking with prospects.

You can think of sales enablement as more tangible (one-pagers, case studies, video testimonials, data stored in the CRM, etc.) and sales engagement as more relationship-focused (calling, texting, emailing with a prospect, speaking on a demo, meeting at a trade show, etc.).

Get Started With a Sales Engagement Platform

Now that you know the difference between sales engagement and sales enablement, you can get started with implementing sales engagement strategies and sales enablement materials to help your sales team succeed.

Set yourself up for success with Kixie, a sales engagement platform that offers calling, texting, workflow automation, and more tools that integrate with your CRM (HubSpot, Salesforce, Pipedrive, etc.). Start a free trial of Kixie, or get in touch with one of our team members to ask questions about implementing a sales engagement platform.

Kixie PowerCall Ranked as the #1 Cloud Communication Platform

We are thrilled to announce that our flagship product, Kixie PowerCall, has been recognized as a Category Leader in Cloud Communication by GetApp. This prestigious recognition underscores our dedication to providing businesses with a powerful and reliable cloud communication solution. 

With Kixie PowerCall, companies can revolutionize their communication strategies, enhance productivity, and elevate customer interactions to new heights. Cloud communication has emerged as a game-changer in the business world, revolutionizing how organizations communicate and collaborate. By leveraging the scalability, flexibility, and accessibility of cloud technology, companies can streamline their communication processes, optimize customer interactions, and foster seamless teamwork. 

With features like the multi-line power dialer, voicemail drop, automatic and compliant call recordings, and local presence dialing with anti-spam technology – sales teams using Kixie can perform at their best.

Category Leaders rankings highlight top-ranked North American software products based on ratings from end-users in five key areas: ease of use, value for money, functionality, customer support, and likelihood to recommend. For more details on how these products are scored, the research methodology is available here.

In addition to Cloud Communication, Kixie has been recognized in several other Category Leaders reports recently:

We couldn’t have received this accolade without the support of our satisfied customers. Here are some snippets from their reviews of Kixie PowerCall:

  • “My overall experience with Kixie has been phenomenal since day 1. Kixie will truly listen to your company’s needs and expectations. Kixie will strive to make the consumer experience so much better.” – Enrique A.
  • “Everything’s been great, the click to dial works, it records all our phone calls, tracks all our numbers. helps keep my dialdialerccountable.” – Clifton S.
  • “Easy to use and implement with your current software. Also, it allows us to easily track our client incoming and outgoing calls. Kixie reports our calls and data to our programs and saves lots of time.” – Michael E.
  • Want to review Kixie PowerCall on GetApp? Click here.

We have always strived to achieve high customer satisfaction, which is why we are thrilled that Kixie PowerCall has been a consistently top-rated product on GetApp, with an overall rating of 4.8. Check out our average scoring in the category of Cloud Communication Platform, which includes 179 products:

As a Category Leader in Cloud Communication recognized by GetApp, Kixie PowerCall empowers businesses with a robust set of tools to optimize their communication efforts. We are proud of this recognition and are committed to continuing our innovation, ensuring that our clients benefit from cutting-edge cloud communication solutions.

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