Check their data quality.
There are B2B telemarketing agencies who offers pre-packaged database of different industries and at the same time, render database building service. If you are considering one, assess the quality of their database. What are the company size, location and revenue figures of the businesses found in their database? Are the contact details targeted and accurate? It’s impossible to extract quality leads from an inappropriate database. Another important thing to take note is data exclusivity. They should guarantee you that the database you have them built should be solely yours. The last thing you want is your database recycled and sold to other companies (or worst, to your competitors).
Evaluate their technology and technical support.
Can they conveniently export and import data? What is their process in terms of integrating client’s CRM and marketing automation solution? Can their technology monitor, listen in to and review telemarketer calls? Do they have the capacity to do real-time reporting? Have they implemented a technology where there has been a decrease in their costs or increase in their clients’ satisfaction? The efficiency of a B2B telemarketing agency’s technology and technical support allows you to optimize and not waste your resources.
Contact references and referrals.
B2B telemarketing agencies who have established a good relationship with their past or existing clients are not afraid to give you information about them as references. Talk to them. Ask what are their experiences in working with that particular B2B telemarketing agency. Have they encounter issues? If they have, what are those? How did the agency deal with it? Also, you can tap people from your professional network for referrals.
Send a Request for Proposal (RFP) and evaluate response based on fixed criteria
You can further narrow down or even finally get to choose one from your B2B telemarketing agency prospects by distributing RFPs. First, you need to lay out details about your business profile, status quo, requirements, and expectations. You can follow this up with standard queries for these agencies such as company profile, financial standing, telemarketing experience, account management team, etc. But you can also include questions on areas you like more information on (i.e. agents and staffs, training, technology, recommendations, etc.). Putting criteria for each question will help you identify the prospects or prospect that distinctly comes together with your needs. With this, evaluating their response when you receive them will be so much simpler.
Go to their websites and ask for a sales call.
This will serve as your surprise attack. What better way to verify whether they’re good as what they claim to be through a first-hand account? Take a glimpse on the level of their promptness, telemarketing skills and professionalism on the initial conversation. If they cannot convince you to pick them over the phone, then most likely, they’ll struggle to try to persuade your target market.
Clarify their process on caller designation and lead turnover.
Opt for a B2B telemarketing agency that will designate permanent callers to your campaign. This is to ensure that they will be able to focus on your project and hopefully, become even better at their tasks the longer they stay on your campaign. Such can result in an increase in your ROI. In addition, take into consideration how they will manage lead turnover to your own internal sales team. Unestablished turnover procedures will be a bad investment.
Do a site visit.
Whether you have narrowed down or already selected an agency, doing a site visit is important before giving the final decision. While you are there, meet all the people that are likely to be involved in your campaign. Do they live up to the professionalism, knowledge, and expertise they claim in their RFP? Are you comfortable with communicating with them? How about the environment? What did you observe in terms of agents to supervisor ratios? Culture? Employee engagement? Sure, you can talk on the phone with them, but it can’t really equal the experience of actually seeing the call center in action.
Selecting a B2B telemarketing agency is often a difficult, tedious and time-consuming process but so is the way towards successful campaigns and ultimately, to a successful business.