7 Steps to Get a Sales Referral + Scripts

Sean Huckstep

Leverage customer referrals for faster and easier lead generation

Sales thrives on lead generation. There are many ways to get new customers but one of the most overlooked methods is referrals. If you don’t get referrals easily it’s probably because you either have a fear of asking or there are some technical mistakes you are making when you do ask. To learn a better process for starting the conversation and what to say to your referral after getting their information, check out our 7 step process and script examples now.

Why Ask For Referrals?

What “referral” means in this case is when you as a sales rep or rep for your company asks a current customer if they know of any friends, family, or neighbors that would be interested in talking to you or wanting to know more about your service. This lead gen method is overlooked sometimes because reps either don’t think to ask customers for referrals or they’re scared to ask.

Sales referrals work because they help bridge the trust gap between you and the referred prospect. According to Sales Readiness Group, people are four times more likely to buy when referred to by a friend. Moreover, 92% of people trust referrals from people they know. 

The 7 Step Referral Process

Now that you know referrals lead to trust and more sales, this is how you start the conversation:

#1 Transition Statement:

  • First things first, thank them.
  • Build them up: “Thank you for who you are and making an investment in your future. 
  • Transition: “Maybe you can help me in another way.”

#2 Clearly ask for a referral (without using the word referral):

  • Relate with them: “Like you, I really prefer to do business with people who are friends or friends of friends. I’m looking to be introduced to people who might share similar values and beliefs as you.”
  • Create a buying atmosphere: “Based on who you are and who you know, who would be a good person for me to talk to? My goal is to speak with every person who needs to know about who we are and what we do. If they decide to work with us, great, and if not, that is okay.”

#3 Paint the Picture:

  • Put them in your shoes.
  • Tell them specifically who you are looking for: “If you were me [insert elevator pitch/what you do], who would you go see?

#4 Isolate the Options:

  • Start broad.
  • Identify their circle of influence.
  • Get specific.
  • Example: “Basically, I’m looking for anyone who… (list out as many specific criteria as possible). I know you are really involved in your [Circle of Influence] group. Who is the person you are closest to in the [Circle of Influence] group? Who did you sit next to at the last meeting?
  • Write down the referral.

#5 Write Down the Referral:

  • Don’t talk until they give you a name.

#6 Ask “Who Else”:

  • Do not get a pre-approach immediately.
  • Write down as much information as fast as possible.
  • Thank them for giving you a referral.
  • Ask “Who else?”: Thank you so much. This is really how I do business and this helps a lot! Who else might be a good fit to talk to?”

#7 Get Pre-Approach:

  • Decision maker’s first name?
  • What time are they home/in the office? “If you were me, when would you go to see them?”
  • What is their cell phone number?

Script Examples For Calling Past Clients to Get Referrals

Opening:

  • You: Hey is this [Prospect’s Name]?
  • Client: Yeah this is [Prospect’s Name]
  • You: Hey [Your Name] here with SalesRabbit, how is everything going?
  • Client: [Let them answer]
  • You: Great to hear. I was calling for two reasons, the first one was to get feedback and make sure everything is going well with your team using SalesRabbit. How is everything going with that?
  • Client: [Let them respond]
  • You: That’s great, what has been your favorite part so far?
  • Client: Helps keep track of things on a daily basis.

Transition:

  • You: That’s great to hear, you know out of all our customers that is a common piece of feedback that we get is [their response]. I’m glad to hear you are getting that benefit. Please continue to keep me posted with any good news you have. The second reason I was calling [Prospect’s Name] is it has been so fun getting to know you and your team over at [Company Name] and we love working and partnering with like minded people, I wish I had 10 people like you to work with everyday. I was cruising around on LinkedIn the other day and noticed that there would be several people that you are connected with that would be perfect for us to call on and one of those people is [LinkedIn Name] at [LinkedIn Company], how do you know him/her?
  • Client: [Let them respond]

Asking for Referrals:

  • You: That sounds great, it sounds like he would be a good one for us to reach out to and contact. Do you by chance have his phone number. What I’ll do is I’ll send you an email that you could send to him providing an introduction to me so you don’t have to do any work, would you be able to forward that email over to [LinkedIn’s Name] for me?
  • Client: Yeah, I can do that.
  • You: It also looks like you know [Next Referral you want to get].
  • Continue to get more referrals out of the same person.

Ways to Introduce Yourself to Referrals

  • Once you have the referrals and you want them to notify their friends for you. Read the person’s age and make your best guess at their preferred method of communication.
  • Choose 1 of the 3:
    • Call: Thank you so much [Client’s Name]! That really helps me out. One thing that I have found that most people appreciate, and that most of my customers prefer doing is giving a quick call over to the person that they are introducing me to. They like to do that so that their friends have a heads up that I’ll be touching base. Would you mind doing that?
      • Call Ideas: “Hi, is this [Referral’s Name]? Hi, my name is [Your Name] and my name might not ring a bell for you because you and I haven’t met yet. But the reason that I’m calling you is because you were recommended to me by a mutual friend we both know, [Client’s Name]. By chance, did he give you a heads up that I would be calling?
      • (Regardless of what they say) Well, he had the nicest things to say about you! [If possible, insert golden nugget/pre-approach for example]. He was telling me that you’re really into [….].
      • Great! Also, I’m just curious, how did you originally meet [Client’s Name]?[Let them tell the story]
      • That’s great. I have gotten to know him since he started using SalesRabbit for the last [Time they have been a customer]. I’ve been working with him to [insert elevator pitch, i.e. track his reps, help them define their sales process, create better lead distribution, etc.]
      • He mentioned that it might be worth it for me to give you a call and chat for a couple minutes. I know you work in the [Referral’s Industry] industry. How are you currently doing managing your sales team and the processes? [Let them talk]
      • Great, I would like to set up a webinar with you to walk you through what we do for companies like [Referral’s Name] and your company. Would this week or next week work better for you?[Schedule the appointment]
    • Text: Thank you so much [Client’s Name]! That really helps me out. One thing that I have found that most people appreciate, and that most of my customers prefer doing is shooting over a quick text to the person that they are introducing me to. They like to do that so that their friends have a heads up that I’ll be touching base. Is there any reason why you couldn’t do that in the next 24 hours?
    • Email: Thank you so much [Client’s Name]! That really helps me out. One thing that I have found that most people appreciate, and that most of my customers prefer doing is shooting over a quick text to the person that they are introducing me to. They like to do that so their friends have a heads up that I’ll be touching base. If I send you a little email that you can edit, would you be open to forwarding it along to your friend?
      • Email Template: Hi [Client’s Name], It was good to talk with you the other day. Thank you for the referrals. Would you please copy and paste the message below and email it to the referral(s) you gave me? That way they have a little heads-up when I call.
      • I hope you don’t mind, but I recently gave your contact information to [Your Name, Title] of SalesRabbit. [Your Name] is [one sentence summary of who you are and what you are doing to build credibility].
      • He is one of the best [insert what you do] in the world and I have found that a quick chat with him is, at minimum, educational and interesting.
      • [Your Name] will be calling you within the next week.

Start Asking for Referrals Now

If you still have any questions or worries about how to get referrals from your customers, talk to us today and we’ll help guide you to getting the referrals that’ll boost your business. This template might need an adjustment based on your company and services, but this is a basic way to start the conversation about referrals and start connecting more with your customers.

10 Fun Ideas For Your Next Sales Contest

Sean Huckstep

Use sales contests for a fun and competitive company culture

We know that not all competition is bad, in fact having a company culture of friendly competition can be a great way to motivate your employees and coworkers. If you’re struggling with ideas on how to start up some company contests, check out these 10 ideas and use what works best for the members and personalities of your team.

Try These Contests Out

  1. Sales Bracket: We all know and love march madness so bring it to the office. Create a bracket with your sales rep and set metrics that make the most sense to your team like: whoever makes the most cold calls by the end of each week moves up in the bracket, or whoever closes the most deals, etc. 
  2. Raffle Prizes: This is a pretty simple contest. Give your rep a set time period like, whoever closes the most deals by the end of the week gets to pick a random raffle prize out of a bucket. There’s added fun to the raffle prize because there are multiple options but the rep doesn’t know what their reward will be.
  3. Creative Pitching: Have a channel for all sales reps to share their most creative sales pitch anonymously and let the team vote for their favorite. A simple prize like a gift card would be great as a creative pitch reward. Having a contest like this can also inspire other reps to use these new pitches.
  4. Pair Selling: A fun way to level the playing field is to pair up your rookies with veteran reps and have the pairs face-off in daily, weekly, or even monthly competitions. The biggest benefit here is that your seasoned reps can help give personal tips and tricks to your new reps as they both try to win a prize.
  5. Flash Contest: Everyone loves leaving early on Fridays so here’s a contest to close enough deals and leave early. Spontaneously announcing a flash contest that meeting a certain quota in the last few days would mean every leaves early on Friday is a great way to push your team and avoid slacking throughout the week.
  6. Sales Leaderboards: Whether you prefer in-person or electronic sales leaderboards there are options for both. If you prefer a physical reminder, roll a whiteboard into the office and label out the reps stats for the day, week or month. But if you’d rather keep an electronic sales leaderboard, try our leaderboard feature in the SalesRabbit app.
  7. Double Commission Day: Money is a great motivator in sales so labeling a day of the year or quarter as “Double Commission Day” is a great way to get the reps fired up and closing deals left and right on this day specifically. This doesn’t cost more than it’s worth, the deals closed will continue to bring revenue and the higher commission will make the rep feel valued.
  8. Offer Catered Lunch to Salesman of the Week: Set an expectation like the sales rep with the most sales by Friday or the first rep to hit a certain number of sales first wins a catered lunch of their choosing for the team. The appeal here is that everyone is rewarded but the rep that won gets to pick their favorite food.
  9. Sales Poker: This is an interesting contest to try out. Each day someone hits a certain expectation of closed deals, calls or meetings scheduled, they get to pick a card. Person with the best 5 card poker hand at the end of the month wins a prize of your choosing. 
  10. Monday Morning Blitz: To start your week strong, incentivize your reps during a 1 hour contest on Monday morning. Set up something like this:  1 point per dial, 10 points per conversation, 2 points per voicemail, 50 points per SQL. The prize is up to you!

Start Competing Now!

Don’t shy away from starting friendly competition between your reps. Included competitions like these will naturally make reps push themselves, push others, and increase their work ethic to get the prizes you offer. Not all sales teams are the same so if you like some of these ideas but you know what prizes or metrics are more applicable to your team, adjust what you need. 

Introducing New Integration Marketplace

Scott Porter

Access our Integrations Marketplace Now

A new addition to our SalesRabbit integration platform is the Integration Marketplace. This hub was created for an easier pathway for integration configuration and to give you the possibility of custom integrations. To access this integration deck you must be a SalesRabbit user on a pro or above plan, to upgrade and access this marketplace contact your customer representative so you don’t have to miss out. 

Supported Marketplace Integrations

Here are all the current integrations in the marketplace. CRM, scheduling, communication, forms, data and many other types of integrations are offered through the marketplace. What you need to improve your sales process is offered here for your convenience, there’s something for everyone in our always updating hub.

  • Acculynx
  • Calendly
  • Chiirp
  • Contractor’s Cloud
  • Covve Scan
  • DocuSign
  • Enerflo
  • Evolve
  • FillQuick
  • Google Forms
  • HailTrace
  • Improveit 360
  • JobNimbus
  • JotForm
  • MarketSharp
  • Microsoft Dynamics
  • naturalForms
  • One Click Contractor
  • PestPac
  • PestRoutes
  • Pipedrive
  • Podium
  • Repcard
  • Salesforce
  • SARA PLUS
  • SecurityTrax
  • ServSuite
  • SOLO
  • Sunlight Financial
  • Sunrun BrightPath
  • Tier32
  • Tiled
  • Tray.io
  • Zapier

Check it Out!

If you’re interested in what other integrations we offer or to have us custom build and manage an integration specifically for you, contact our support team at (801) 418-9009 or at support@salesrabbit.com. We’re adding more and more integrations all the time, so stay tuned— and if you’re not seeing an integration you want or need, use our request tab in the marketplace to suggest it!

3 Most Asked Customer Questions + Help Center Solutions

Brady Anderson

Our Help Center answers your most asked questions

The Customer Support team at SalesRabbit gets questions ranging from different topics everyday, but they also get the same questions a lot too. That’s why we are sharing 3 of the most common questions that our support team answers often and the ideal way to fix the problem. If you need help with changing your password, using lead markers, or our device recommendations keep reading to find the solution. 

#1 How to Change your Password via Web

Note: This is available to all users in SalesRabbit that know their password and are seeking to change their password. 

#1 Go to app.salesrabbit.com and log in with your current email and password.

#2 Click your name in the bottom left hand corner and a pop-up menu will appear.

#3 Click “Account.” 

#4 In the upper right hand corner, click “Change Password.” 

#5 Insert “New Password,” retype it in “Confirm Password,” and click “Save.”

#2 How do I get lead markers to show on a computer’s map?

Is there a way to run SalesRabbit on a computer natively with mapping functionality and without any complex install process or setup? 

Yes. The following details how this can be done for both Macs, ChromeOS, and Windows.

Macs

You can install and run the iOS version of SalesRabbit on a Mac that has “Apple silicon”: https://developer.apple.com/macos/iphone-and-ipad-apps/.

To see a list of compatible computers here: https://support.apple.com/en-us/HT211814

ChromeOS

Your best bet for running the Android app on a computer is with a Chromebook. You can install and run the Android version of SalesRabbit on any Chromebook or other device that is running ChromeOS.

Windows

For those with a Windows operating system, an emulator would have to be used.

If you can stand the ads (mostly for games, as this is what these emulators are marketed for), or pay for a subscription to remove them, the following emulators will run our app on Windows:

Note: ***As our app was never designed to be run through an emulator, we cannot guarantee it will run without bugs. With that being said, Bluestacks reportedly works fairly well.***

https://www.bluestacks.com/

https://www.memuplay.com/

#3 Device Compatibility & Recommendations

At SalesRabbit we strive to constantly and consistently improve and better our software, in light of this effort, we release updates frequently. Ensuring that you keep your SalesRabbit app up-to-date, with the latest version, will provide for a better user experience.

The SalesRabbit Mobile app is available on Android through the Google Play Store and through Apple devices through the App Store.

Our software requires using the SalesRabbit app on devices that support its various features. While we support a wide range of devices, for the best user experience, we strongly recommend following the device recommendations below:

Apple

Device Requirement: iOS 13+

Device Recommendation: 2GB+ RAM

Android

Device Requirement: Lollipop 5.1+ (API level 22+)

Device Recommendation: 3GB+ RAM

When Utilizing the Web App we strongly recommend using Google Chrome. Our platform was built on Google Chrome and has the strongest optimization using Google Chrome. Many of our features function fine on other browsers, but some features, such as imports, only work using Google Chrome. 

Access our Help Center

If you have different questions you need answered, contact our support team at (801) 418-9009 or email them at support@salesrabbit.com for assistance. Or to learn more about what we can do for you and your sales process, schedule a demo for free. If you’re already a SalesRabbit user, login to our Help Center and get unlimited SalesRabbit resources.

Enhance your Sales Process with Salesforce

Diana May-Jennings

Salesforce is the world’s #1 customer relationship management (CRM) platform. We help your marketing, sales, commerce, service and IT teams work as one from anywhere — so you can keep your customers happy everywhere. 

What does this integration do?

  • Create a Lead in Salesforce
  • Update a Lead in Salesforce
  • Add files to the Lead in Salesforce
  • Create an Opportunity in Salesforce
  • Update the an Opportunity in Salesforce
  • Add files to an Opportunity in Salesforce

After a lead is created you can always edit the leads itself or add an unlimited number of documents as needed. 

What data is transferred into Salesforce?

  • First Name
  • Last Name
  • Business Name
  • Phone Number
  • Alternate Phone
  • Home Phone Number
  • Email
  • Street Address
  • Apt/Suite
  • City
  • State
  • Postal Code
  • Notes
  • All Files on SalesRabbit Lead

How to Set Up This Integration

The following steps are required to setup the Salesforce integration through the SalesRabbit Marketplace. Note: This integration is only available to customers on SalesRabbit’s Pro or Enterprise membership plans. Additionally administrative access is required in order to access API keys and other credentials/settings in configuring this integration.  

Part 1: Form Creation

#1 Create a New Form. Make a section called Contact Details and import the following Lead fields. 

Note: First Name, Last Name and Business Name are required, the other fields are optional.

#2 Turn on Custom Form Responses

#3 Click on “Publish” Button and confirm.

Part 2: Create Salesforce ID Field

#1 Go to SalesRabbit and login. On the left hand side, click “Settings“.

#2 Next, click on “Custom Fields”.

#3 Create a field called “Salesforce ID” and make sure the text matches the screenshot.

#4 Next, log into your Salesforce account.

#5 Click on the cog in the top right corner and click Setup.

#6 Next navigate to Fields & Relationships and click “New”.

#7 On Step 1, click “Text” and then next.

#8 On Step 2, enter “SalesRabbit ID” for the Field Label, 255 for the character length and “SalesRabbit_ID” for the Field Name.

#9 Step 3, configure the security for the profile and click next.

#10 On Step 4 double check your information and click save.

#11 Double check your field saved, you should see the field show as “SalesRabbit_ID__c

Part 3: Configure Salesforce Integration

  1. Navigate to the Marketplace under “Integrations”. (Must have admin access)
  2. Select the Salesforce Integration Card

#1 Navigate to the “Configuration” tab and click “Enable” 

#2 Select “add new account” from the dropdown and sign in to your Salesforce account.

#3 Select if you’d like to generate a Lead or Opportunity.

#4 Select your form from the dropdown.

Note: If you wish to disable or reconfigure this integration at any time you can do so by clicking “Disable” or “Reconfigure” respectively.  Additionally, if the integration is currently live you should see an “enabled” indicator on the integration.  

Your Salesforce integration should now be live and allow you to create Leads or Opportunities in Salesforce through form submission! If you have any issues or problems please reach out to support or your CSM for help configuring this integration. 

Check out More Integrations

A new addition to our SalesRabbit integration platform is the Integration Marketplace. To access this integration deck you must be a SalesRabbit user on a pro or above plan.

If you’re interested in what other integrations we offer or to have us custom build and manage an integration specifically for you, contact our support team at (801) 418-9009 or at support@salesrabbit.com. We’re adding more and more integrations all the time, so stay tuned— and if you’re not seeing an integration you want or need, use our request tab in the marketplace to suggest it!

How to Set Up Digital Contracts

Diana May-Jennings

Set up Digital Contracts for your sales team

This article will go over how to use a created form as a Digital Contract. For a detailed walkthrough of building a custom form, click here. If you want to learn more about our new Digital Contracts feature and if it’s right for you, check out our blog. Digital Contracts are an add-on, only available for Pro and Enterprise accounts.

If you have not yet added Digital Contracts to your SalesRabbit plan, please contact your Account Manager or SalesRabbit Support at (801) 418-9009.

Set Up Process

Step 1. Navigate to the Form Builder

Go to Settings > Form Builder

Step 2. Name the Form 

Edit the name of the Form (this will also be the name of your Contract) and click the fields to expand Digital Contract pre-set field options.

Note: if these are filled out on the Lead Detail and Form prior to the rep opening the contract, the contract will pre-fill with the information.

Step 3. Choose Your Form Fields 

Drag the desired fields into the appropriate section. Set the fields that must be filled out on the contract to “Required.”

Note: First name and Email must be set to “Required” before uploading a Digital Contract.

Step 4. Required Fields

If a signer beyond the Sales Rep and primary Customer signer is needed (ie, a cosigner, a manager signature, or a regional signature), click the Form Fields drop-down and drag in as many “Email” boxes as needed. Name them appropriately.

Once all the fields that may transfer from the Lead Detail page and form are listed on the Digital Contract (to be uploaded) are in place, click “Publish.”

Step 5. Setup Signing of Your Digital Contract  

Click “+ New” in the upper right-hand corner to begin the process of uploading your Digital Contract.

# Legend (Screenshot Below)

#1: Audit Trail

The audit trail contains a globally unique identifier, or GUID, that shows which email address signed a document and when. These records include a hash of the PDF document which is used to determine whether or not it has been modified or tampered with. We recommend this remains toggled “On.”

#2: Signatures

The signatures are associated with email addresses. All signers will receive a copy of the contract once completed. The Sales Rep email is associated with their SalesRabbit log in.

#3: Signing Order Option

If the contract needs to be signed in a particular order, turn this toggle on.

Note: If there are text fields on the contract that need to be filled out by the rep prior to the customer signing and the contract needs to be signed remotely, require signing order and place the rep in the first signing position.

#4: Remote Signature Option

This allows the contract to be emailed out and signed remotely rather than in person.

WARNING: Once you click continue and send the contract, these fields will not be editable. If you need to change any of these properties, you will need to delete the uploaded contract and start over.

Here is a sample of a setup. You have the option to customize the email your soon-to-be customer will receive with the contract attached (ready to sign) if you enable the remote signing option.

A preview of the digital contract PDF will appear after it is uploaded into the modal. Click “Continue” when you are ready to proceed. 

Step 6. Mapping Form Fields to Your Digital Contract

To drag fields from the Lead Detail page and Form fields into the Digital Contract, click and drag “Textbox” into the correct placement on the contract. In the right-hand menu, click the drop-down under “What text goes here?” and choose the matching field.

In situations where one of the signers will need to fill out fields beyond the Lead Detail page and/or Form, drag the text box into the appropriate field and change the assignment from “Sender” to the signer responsible for filling out the field (located in the upper right-hand corner).

Step 7. Finalize Your Digital Contract

Once each of the fields, date signed fields, and signatures have been applied to the Digital Contract, click “Send” in the upper right-hand corner. The Contract will be accessible through the Form tab of the mobile app Lead Detail page.

Pro Tip

Conditional Logic

If you need to either hide or show certain fields based on a checkbox, drop-down selection, or radio button, choose the needed field type and drag it into the document. The fields must be associated with text fields assigned to a signer (not the sender).

At the bottom of the right-hand menu, click “Create rule” under “Conditional logic.”

Choose the desired conditions and whether those conditions will trigger hiding or showing the fields in question. Select the fields needing to be shown or hidden. They will appear to have slanted lines throughout the text field or signature. Click “Done” in the upper right-hand corner.

Help Center Resource

If you’re interested in learning more about our integrations or SalesRabbit products, Schedule a demo to learn more about this feature. If you’re already a SalesRabbit user, login to our Help Center and get unlimited SalesRabbit resources.

Sales Cold Calls 101: Everything You Need to Know

Sean Huckstep

Nobody likes cold calls, but they’re even worse when they’re not effective. But did you know 30-50% of sales goes to the vendor that responds to customer interest first—so even though cold calls might not be your favorite thing to do, they make a difference. Here’s our guide to understanding the point of cold calls and making them work to your advantage.

What Is Cold Calling?

Cold calling is when sales reps reach out to potential customers who haven’t expressed any interest in the offered products or services. Cold calling technique refers to solicitation of a prospect through different channels—telephone or person—without having any prior contact with the salesperson.

The Facts of Cold Calls

The data experts over at Gong.io analyzed more than 100,000 connected outreach calls and analyzed them using AI. They found a few things to be true:

Once connected, you have five seconds to earn five minutes of your prospect’s time.

Successful calls are almost twice as long as unsuccessful calls, clocking in at 5:50 and 3:14 minutes respectively.

Successful calls are about educating your prospect and selling a meeting. Therefore, successful salespeople spend 54% of the call talking, while unsuccessful salespeople spent only 42% of their time speaking.

80% of sales require 5 follow-up calls after the meeting. 44% of sales reps give up after 1 follow-up.

Using “Did I catch you at a bad time” makes you 40% less likely to book a meeting.

Asking “How are you?” correlates with a 3.4X higher likelihood of booking a meeting.

Beginning your call with “The reason I’m calling is …” increases your success rate by 2.1X.

Asking “How have you been?” increases success rates by 6.6X.

Using “We” instead of “I” increased success rates by 35%.

The Best Time to Make Cold Calls

Knowing the best time of day to call a customer helps you catch them at a better time and leads to an easier cold call. The best times of day to call leads are between 4:00 and 5:00 PM and between 8:00 and 10:00 AM in their local time zone. Just as important, the worst time of day to call leads is between 11:00 AM and 2:30 PM in the lead’s local time zone.

10 Cold Call Tips

  1. Make multiple follow-up calls
  2. Learn to leave a strong voicemail
  3. Use a script but don’t sound robotic!
  4. Find a calling schedule
  5. Use active and engaging language
  6. Ask customers for leads and referrals to follow up on
  7. Embrace the rejection
  8. Keep a balance between quality & quantity
  9. Don’t waste anyone’s time including your own
  10. Connect with your prospect in a unique way

Pick up the Phone!

As much as you may dread making those cold calls, this guide shows ways that you can make it beneficial for everyone involved and less of a chore. If you’re still nervous to make your calls, try out scripts like The Best Cold Call Script Ever or Cold Calling Scripts: 25 Sample Sales Templates & Tips but remember to keep your personality in the conversation.

SalesRabbit

👉 Learn more about the best field sales management platform.

18 Sales Jokes to Share

Diana May-Jennings

Everyone needs a good laugh occasionally and with sales being harder than ever, people need jokes. These aren’t all the sales jokes out there (trust us there’s a lot) but these are 18 of the funniest sales jokes we like at SalesRabbit. Enjoy.

#1

Boss: Did you get any orders today?

Salesman: Yes, I got two!

Boss: Congratulations! What were they?

Salesman: “Get out!” and “Stay out!”

Source: insidesales.com

#2

A salesman approached a potential client and asked: “Would you like to buy a pocket calculator?”

“No thanks,” the man replied. “I know how many pockets I have.”

Source: b2bsalesconnections.com

#3 Wishful Thinking

best salesman joke ever

Source: Pinterest

#4

“Always trust a glue salesperson. They tend to stick to their word.” -Unknown

Source: HubSpot

#5

“No, no, no!” said the enraged businessman to the persistent salesperson. “I cannot see you today!”

“That’s fine,” said the salesperson, “I’m selling eyeglasses.”

Source: b2bsalesconnections.com

#6

Sales Manager: “The word ‘Impossible’ does not exist in my dictionary!”

Sales Rep: “Well, maybe you should have checked it first before buying it.”

Source: AJokeADay.com

#7

Q: Why doesn’t Darth Vader hire stormtroopers to do his marketing?

A: Because they are always missing their sales targets!

Source: b2bsalesconnections.com

#8 #saleshumor

best sales jokes

Source: Pinterest

#9 Always be listening

sales jokes

Source: Spiro

#10 That’s what they always say…

funny sales one liners

Source: Kixie

#11

Salesperson: “This computer will cut your workload by 50%”

Office manager: “That’s great! I’ll take two of them.”

Source: Hubspot

#12

“I was fired from my job selling amplifiers because I didn’t achieve the sufficient volume of sales.” -Unknown

Source: HubSpot

#13 Always a Letdown

sale puns

Source: Linkedin

#14 Who Counts Theirs Hours Anymore?

salesman jokes

Source: lusha.com

#15 Sales, Am I Right?

funny sales jokes

Source: Solofire

#16

How do salespeople traditionally greet each other?

“Hi. Nice to meet you. I’m better than you.”

Source: Ampliz

#17 Every. Day.

sales joke

Source: kten

#18 Stress Who..?

dad jokes about sales

Source: Twitter

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Best Free Route Planner for Sales Reps

Scott Porter

SalesRabbit has the best free route planner for outside sales reps

The free version of SalesRabbit has key features to help sales reps cut costs and save time by managing their travel efficiently. We want you to have a great experience with our free sales software, so here are some tips on routing with our app:

Using the Route Planner

Inefficient travel hurts sales teams because it raises costs and lowers revenue. You’re losing money if reps and closers aren’t getting to as many prospects as they could in a day.

SalesRabbit Lite includes a free route planner that will help your teams plan their day, get to more appointments, and lower their travel costs.

When used in sync with our Lead Tracking tools, the Routing feature is a powerful tool and can supplement strategic canvassing approaches. Here are some examples with some of them using the methods we described earlier:

  • Cloverleafing: When you’re cloverleafing, you’re focused on high value engagements with current customers, appointments, or hot leads. Since you know where all these people live, use that information to plan out your day. Build a route out of each primary destination for the day, and use it to plan out your movements. 
  • Referral Work: When you collect a series of referrals from a customer or prospect, you can quickly plug them all in to a route and efficiently visit all of them. This is especially useful when you have several referrals from several different sources. Just plug them all in, create a route, and visit them all quickly. 
  • Setter/Closer Model: If you’re operating with setters and closers, routing is a great way to get the most out of your closers. Closers usually travel a lot, so make sure they use routing to hit their destinations as fast and efficiently as possible. 

Even if you don’t feel the need to implement one of these specific approaches, being deliberate with travel time will make an instant impact on the efficiency of your sales teams.

Set Up Routes Now

If you need help setting up your routes, check out this quick tutorial on how we help you get the most out of our route planning feature:

SalesRabbit

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What Sales Personalities Do Your Reps Have?

Diana May-Jennings

Learn about the 5 distinct profiles from The Challenger Sale

Working in the sales industry will show you different types of people. There are a lot of personalities that make sales so successful. In The Challenger Sale by Matt Dixon and Brett Adamson the 5 most common sales personalities are explained and analyzed to find out which is the most effective. If you’ve ever wondered which personality type you have or your employees have and the positives and negatives of them, keep reading.

The 5 Personalities:

#1 The Relationship Builder

  • Focuses on customer satisfaction.
  • Builds advocacy with customers.
  • Least effective approach.

While the relationship builder is great at meeting the emotional needs of customers, they typically fail to sell more products or generate as many leads as the other personality types. It’s great to build rapport with customers but that is the majority of what this personality does, making it the least effective.

#2 The Reactive Problem Solver

  • Solves problems after they happen.
  • Detail oriented.
  • Focuses on post-sales follow ups not generating new leads.

Everyone loves a good problem solver. This personality type is the best at keeping details and solving the needs of the customer after they come up. The downfall of the reactive problem solver is they focus too much on post-sales follow ups with customer instead of moving on.

#3 The Hard Worker

  • Doesn’t give up easily.
  • Interested in ideas for improvement.
  • Never stops hustling.

The hard worker is just like it sounds. This personality type does all they can everyday to hustle and be the best rep they can. The hard worker can call more customers in an hour than any of the other reps and they’re constantly looking to improve their abilities.

#4 The Lone Wolf

  • Not a team player.
  • Self assured.
  • Delivers results but is difficult to manage.

Lone wolfs are known for not being team players, that is true for this personality type. The lone wolf gets their job done well and provides positive results, but they don’t work well with others and they constantly oppose their managers.

#5 The Challenger

  • Different view of the world.
  • Challenges the norms with customers and managers.
  • Loves to debate and push back against the norms.
  • The most effective approach.

Finally the challenger. This personality type is the focus of this book for being the most effective sales personality someone can have. The challenger will debate and push their managers and customers because they understand their wants and needs and refuse to let them settle for anything else. This personality type sees the world in a different view, they challenge others but only to provide a positive outcome.

The Challenger Sale is a great book to expand your knowledge and understanding of sales. If you’re looking for more book recommendations, check out our Top 8 Books for Door to Door Sales too.

So which personality type do you have? Comment down below.