{"id":85967,"date":"2024-04-25T14:33:56","date_gmt":"2024-04-25T21:33:56","guid":{"rendered":"https:\/\/test-act-main.pantheonsite.io\/personalization-in-sales-outreach-how-to-do-it-right\/"},"modified":"2026-07-02T05:35:49","modified_gmt":"2026-07-02T12:35:49","slug":"personalisation-in-sales-outreach-how-to-do-it-right","status":"publish","type":"post","link":"https:\/\/www.act.com\/en-gb\/blog\/personalisation-in-sales-outreach-how-to-do-it-right\/","title":{"rendered":"Personalisation in Sales Outreach: How to Do It Right"},"content":{"rendered":"<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\"><br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-85928\" src=\"https:\/\/www.act.com\/wp-content\/uploads\/Act-Personalization-in-Sales-Outreach-03.png\" alt=\"an illustratin of a person sitting at a deesk writing an email with an arrow pointing from the email to another person standing nearby\" width=\"640\" height=\"425\" srcset=\"https:\/\/www.act.com\/wp-content\/uploads\/Act-Personalization-in-Sales-Outreach-03.png 640w, https:\/\/www.act.com\/wp-content\/uploads\/Act-Personalization-in-Sales-Outreach-03-300x199.png 300w, https:\/\/www.act.com\/wp-content\/uploads\/Act-Personalization-in-Sales-Outreach-03-413x274.png 413w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/>You&#8217;re taking a break for lunch in the middle of a busy workday and open your inbox, only to find two new <\/span><span style=\"font-weight: 400;\">sales emails<\/span><span style=\"font-weight: 400;\"> from unknown senders.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The first one starts with a run-of-the-mill promotional <\/span><span style=\"font-weight: 400;\">sales pitch<\/span><span style=\"font-weight: 400;\">. The second email opens with a reference to your recent <\/span><span style=\"font-weight: 400;\">LinkedIn<\/span><span style=\"font-weight: 400;\"> post, connects it to your <\/span><span style=\"font-weight: 400;\">pain points<\/span><span style=\"font-weight: 400;\">, and offers a helpful solution.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">No points for guessing which one resonates better.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">That\u2019s what <\/span><a href=\"https:\/\/www.act.com\/en-gb\/blog\/how-to-personalize-your-marketing-with-crm-and-automation\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">adding personalisation<\/span><\/a><span style=\"font-weight: 400;\"> to your <\/span><span style=\"font-weight: 400;\">sales outreach efforts<\/span><span style=\"font-weight: 400;\"> can do. In this article, we\u2019ll dig deep into the importance of personalisation in <\/span><span style=\"font-weight: 400;\">sales outreach<\/span><span style=\"font-weight: 400;\"> and outline practical ways to help you get started.<\/span><\/p>\n<h2><span style=\"font-weight: 400;\">Why personalised messages matter in sales outreach<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Every industry is crowded with multiple players offering similar solutions. Whether your small business caters to everyday consumers or C-suite <\/span><span style=\"font-weight: 400;\">decision-makers<\/span><span style=\"font-weight: 400;\">, you have to compete for every prospect\u2019s attention. It\u2019s particularly crucial when your<\/span><a href=\"https:\/\/www.act.com\/en-gb\/blog\/sales-strategy\/\" target=\"_blank\" rel=\"noopener\"> <span style=\"font-weight: 400;\">sales strategy<\/span><\/a><span style=\"font-weight: 400;\"> starts with a <\/span><span style=\"font-weight: 400;\">cold email<\/span><span style=\"font-weight: 400;\"> or <\/span><span style=\"font-weight: 400;\">phone call<\/span><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">How do you ensure that your <\/span><span style=\"font-weight: 400;\">outreach<\/span><span style=\"font-weight: 400;\"> email or call cuts through the noise? The answer is personalisation. It\u2019s the key to making each prospect feel valued instead of treating them like another sales target you need to tick off your to-do list.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Case in point\u2014a McKinsey report revealed that <\/span><a href=\"https:\/\/www.mckinsey.com\/capabilities\/growth-marketing-and-sales\/our-insights\/unlocking-the-next-frontier-of-personalized-marketing\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">71 percent of consumers<\/span><\/a><span style=\"font-weight: 400;\"> expected personalisation from brands, and another 76 percent felt frustrated when a brand didn\u2019t deliver a personalised experience.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Integrating personalised <\/span><span style=\"font-weight: 400;\">touchpoints<\/span><span style=\"font-weight: 400;\"> into your <\/span><span style=\"font-weight: 400;\">sales outreach strategy<\/span><span style=\"font-weight: 400;\"> can help you strike a chord with prospects. Also, it can help you lasting relationships with them and drive more revenue through repeat purchases. Ultimately, it translates into a loyal customer base and an improved reputation for your company.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-85979\" src=\"https:\/\/www.act.com\/wp-content\/uploads\/Personalization-in-Sales-Outreach-How-to-Do-It-Right-Callouts-1.png\" alt=\"&quot;76% of customers feel frustrated when they don't receive a personalised experience from brands.&quot;\" width=\"1024\" height=\"256\" srcset=\"https:\/\/www.act.com\/wp-content\/uploads\/\/Personalization-in-Sales-Outreach-How-to-Do-It-Right-Callouts-1.png 1024w, https:\/\/www.act.com\/wp-content\/uploads\/\/Personalization-in-Sales-Outreach-How-to-Do-It-Right-Callouts-1-300x75.png 300w, https:\/\/www.act.com\/wp-content\/uploads\/\/Personalization-in-Sales-Outreach-How-to-Do-It-Right-Callouts-1-768x192.png 768w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<h2><span style=\"font-weight: 400;\">How to personalise your sales outreach strategy<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Personalisation is more than just adding a <\/span><span style=\"font-weight: 400;\">prospect\u2019s name<\/span><span style=\"font-weight: 400;\"> or <\/span><span style=\"font-weight: 400;\">job title<\/span><span style=\"font-weight: 400;\"> in the greeting or <\/span><span style=\"font-weight: 400;\">subject line<\/span><span style=\"font-weight: 400;\"> of a <\/span><span style=\"font-weight: 400;\">cold email<\/span><span style=\"font-weight: 400;\">. Instead, it\u2019s about delighting them with messaging tailored to their unique challenges and preferences. The key is to make them feel like every piece of communication was created just for them.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Here are a few valuable ways to personalise your <\/span><span style=\"font-weight: 400;\">sales outreach efforts<\/span><span style=\"font-weight: 400;\">.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Don\u2019t skimp on research<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">How do you make a prospect feel that you value them? By showing you invested effort and time in learning about their world.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If you\u2019ve already identified a potential buyer, it\u2019s time for your <\/span><a href=\"https:\/\/www.act.com\/en-gb\/blog\/10-mistakes-every-sales-rep-needs-to-avoid\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">sales team<\/span><\/a><span style=\"font-weight: 400;\"> to search for their personal name and <\/span><span style=\"font-weight: 400;\">company name<\/span><span style=\"font-weight: 400;\"> and take a closer look at their online presence. Find out which <\/span><span style=\"font-weight: 400;\">social media<\/span><span style=\"font-weight: 400;\"> platforms they use and what kind of content they share on each platform. Stay on top of the latest news about them, including any recent awards or company milestones.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Take things up a notch by digging deeper into their personal preferences and events. Find out whether they relocated to a new home or added a new pet to their home recently. Even if you\u2019re pitching to a B2B buyer, such personal details can help you build an instant rapport.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Go the extra mile and use a <\/span><span style=\"font-weight: 400;\">CRM<\/span><span style=\"font-weight: 400;\"> system to collect and organise a prospect\u2019s details in a centralised dashboard. This will ensure that <\/span><span style=\"font-weight: 400;\">salespeople<\/span><span style=\"font-weight: 400;\"> have access to the latest information whenever for their <\/span><span style=\"font-weight: 400;\">outreach campaigns<\/span><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-85986\" src=\"https:\/\/www.act.com\/wp-content\/uploads\/CO-1-2-3.png\" alt=\"&quot;Did you know? 71% of customers expect personalizstion from brands. \" width=\"1024\" height=\"256\" srcset=\"https:\/\/www.act.com\/wp-content\/uploads\/\/CO-1-2-3.png 1024w, https:\/\/www.act.com\/wp-content\/uploads\/\/CO-1-2-3-300x75.png 300w, https:\/\/www.act.com\/wp-content\/uploads\/\/CO-1-2-3-768x192.png 768w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<h3><span style=\"font-weight: 400;\">Build a connection<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Before you reach out to a <\/span><span style=\"font-weight: 400;\">potential customer<\/span><span style=\"font-weight: 400;\"> via a <\/span><span style=\"font-weight: 400;\">cold email<\/span><span style=\"font-weight: 400;\"> or <\/span><span style=\"font-weight: 400;\">phone call<\/span><span style=\"font-weight: 400;\">, it\u2019s a good idea to start a conversation with them. Engaging with their content on <\/span><span style=\"font-weight: 400;\">social media<\/span><span style=\"font-weight: 400;\"> is one particularly effective way to start a discussion. Drop a comment on one of their <\/span><span style=\"font-weight: 400;\">LinkedIn<\/span><span style=\"font-weight: 400;\"> posts or retweet their content on X.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Did you just find out that they host a podcast on their company\u2019s YouTube channel? Share it across your <\/span><span style=\"font-weight: 400;\">social media<\/span><span style=\"font-weight: 400;\"> profiles, and remember to tag them. Initiating a conversation like this maximises your chances of grabbing the prospect\u2019s attention when you eventually reach out to them with an offer.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Focus on customer-centric messaging<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Nothing drives <\/span><span style=\"font-weight: 400;\">potential customers<\/span><span style=\"font-weight: 400;\"> away faster than going on and on about what an outstanding business or product you\u2019ve built. Instead, put your prospect at the left, right, and center of all your messaging.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If you\u2019re sending a <\/span><span style=\"font-weight: 400;\">cold email campaign<\/span><span style=\"font-weight: 400;\">, start by crafting a catchy <\/span><span style=\"font-weight: 400;\">subject line<\/span><span style=\"font-weight: 400;\"> that generates curiosity or promises value to boost <\/span><span style=\"font-weight: 400;\">open rates<\/span><span style=\"font-weight: 400;\">. Next, begin the email with some information that demonstrates how much you know about the prospect. Highlight the current challenges they might be facing and position your product or service as a solution to their problems.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Collecting buyer data in a platform like Act! can come in handy here, too. You get access to detailed buyer profiles, which makes it easier to tailor your communication according to a prospect\u2019s <\/span><span style=\"font-weight: 400;\">pain points<\/span><span style=\"font-weight: 400;\">, purchase history, and other attributes. You can even use the search feature to find relevant information quickly.<\/span><\/p>\n<h2><span style=\"font-weight: 400;\">Take them on a journey<\/span><\/h2>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-85938 size-medium\" src=\"https:\/\/www.act.com\/wp-content\/uploads\/Personalization-in-Sales-Outreach_-How-to-Do-It-Right-Illustration-2-300x252.png\" alt=\"illustratin of a person wearing a backpack walking toward a person on a suitecase depicting a journey\" width=\"300\" height=\"252\" srcset=\"https:\/\/www.act.com\/wp-content\/uploads\/\/Personalization-in-Sales-Outreach_-How-to-Do-It-Right-Illustration-2-300x252.png 300w, https:\/\/www.act.com\/wp-content\/uploads\/\/Personalization-in-Sales-Outreach_-How-to-Do-It-Right-Illustration-2.png 595w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">B2B sales outreach<\/span><span style=\"font-weight: 400;\"> doesn\u2019t have to be all about sending <\/span><span style=\"font-weight: 400;\">cold emails<\/span><span style=\"font-weight: 400;\"> in bulk or making a bunch of <\/span><span style=\"font-weight: 400;\">phone calls<\/span><span style=\"font-weight: 400;\"> to new leads. Instead, it\u2019s better done by handholding qualified prospects through the<\/span><a href=\"https:\/\/www.act.com\/en-gb\/guides\/customer-journey-ebook\/\" target=\"_blank\" rel=\"noopener\"> <span style=\"font-weight: 400;\">buyer\u2019s journey<\/span><\/a><span style=\"font-weight: 400;\"> and helping them make the right purchase decisions.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">One way of doing that is to nurture active leads through a series of well-timed and tailored <\/span><span style=\"font-weight: 400;\">follow-ups<\/span><span style=\"font-weight: 400;\">. You can use Act!\u2019s<\/span><a href=\"https:\/\/www.act.com\/en-gb\/blog\/how-an-integrated-crm-and-marketing-automation-platform-accelerates-sales\/\" target=\"_blank\" rel=\"noopener\"> <span style=\"font-weight: 400;\">marketing <\/span><span style=\"font-weight: 400;\">automation<\/span><\/a><span style=\"font-weight: 400;\"> functionalities to trigger a series of <\/span><span style=\"font-weight: 400;\">personalised emails<\/span><span style=\"font-weight: 400;\"> based on a recipient\u2019s online activity and behaviour.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Let\u2019s say your first email concludes with a call to action (CTA) to download a <\/span><span style=\"font-weight: 400;\">case study<\/span><span style=\"font-weight: 400;\">. A prospect clicks the CTA but doesn\u2019t send a reply for a week. You can set up an automated <\/span><span style=\"font-weight: 400;\">follow-up<\/span><span style=\"font-weight: 400;\"> with an <\/span><span style=\"font-weight: 400;\">email template<\/span><span style=\"font-weight: 400;\"> to check whether they had a chance to go through the <\/span><span style=\"font-weight: 400;\">case study<\/span><span style=\"font-weight: 400;\">. In that email, you can ask them to visit a relevant product page on your website or reach out to your <\/span><span style=\"font-weight: 400;\">sales reps<\/span><span style=\"font-weight: 400;\">.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Similarly, when a customer purchases from you, you can schedule a reminder to <\/span><span style=\"font-weight: 400;\">follow up<\/span><span style=\"font-weight: 400;\"> with them after a week. Act! lets you assign such tasks to specific team members, too.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Customising your <\/span><span style=\"font-weight: 400;\">follow-ups<\/span><span style=\"font-weight: 400;\"> based on the recipient\u2019s past actions helps deliver a personalised purchase experience. Ultimately, it improves your chances of closing the deal and building a <\/span><a href=\"https:\/\/www.act.com\/blog\/how-to-build-deeper-customer-relationships-to-outperform-your-competition\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">long-standing relationship<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n<h2><span style=\"font-weight: 400;\">Personalise your sales outreach with Act!<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">If you\u2019re looking to up your <\/span><span style=\"font-weight: 400;\">sales outreach<\/span><span style=\"font-weight: 400;\"> game, personalisation is the way to go. A <\/span><span style=\"font-weight: 400;\">personalised outreach strategy<\/span><span style=\"font-weight: 400;\"> helps build rapport with prospects and win their trust and loyalty. It also plays a crucial role in making your sales efforts stand out in a crowded market and <\/span><a href=\"https:\/\/www.act.com\/blog\/5-ways-to-drive-sales-with-act\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">boosts <\/span><span style=\"font-weight: 400;\">conversion rates<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With its feature-packed <\/span><span style=\"font-weight: 400;\">CRM<\/span><span style=\"font-weight: 400;\"> and marketing <\/span><span style=\"font-weight: 400;\">automation<\/span><span style=\"font-weight: 400;\"> software, Act! offers several tools that make it easier to personalise your <\/span><span style=\"font-weight: 400;\">outreach efforts<\/span><span style=\"font-weight: 400;\"> at scale. <\/span><a href=\"https:\/\/www.act.com\/en-gb\/trial\/act\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Start your free trial<\/span><\/a><span style=\"font-weight: 400;\"> today to see how Act! fits into your sales strategy.<\/span><\/p>\n<p><a href=\"https:\/\/www.act.com\/en-gb\/trial\/act\/\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-85971\" src=\"https:\/\/www.act.com\/wp-content\/uploads\/EN-6.png\" alt=\"standard cta\" width=\"650\" height=\"341\" srcset=\"https:\/\/www.act.com\/wp-content\/uploads\/\/EN-6.png 500w, https:\/\/www.act.com\/wp-content\/uploads\/\/EN-6-300x157.png 300w\" sizes=\"auto, (max-width: 650px) 100vw, 650px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>&nbsp; You&#8217;re taking a break for lunch in the middle of a busy workday and open your inbox, only to find two new sales emails from unknown senders. The first one starts with a run-of-the-mill promotional sales pitch. The second email opens with a reference to your recent LinkedIn post, connects it to your pain [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":85931,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","inline_featured_image":false,"footnotes":""},"categories":[186],"tags":[],"class_list":["post-85967","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-sales-management"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.0 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Smart Personalisation Tips for Your Sales Outreach Strategy<\/title>\n<meta name=\"description\" content=\"Cookie-cutter sales communications don&#039;t cut it any longer. Here\u2019s how to build a personalised approach to win more leads and clients.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.act.com\/en-gb\/blog\/personalisation-in-sales-outreach-how-to-do-it-right\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Smart Personalisation Tips for Your Sales Outreach Strategy\" \/>\n<meta property=\"og:description\" content=\"Cookie-cutter sales communications don&#039;t cut it any longer. 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