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A Sales Manager’s Guide to Inbound Call Center Sales Techniques and Software

For sales managers overseeing small to medium-sized businesses, a well-functioning inbound call center can be a game-changer in meeting sales targets and driving revenue. In this guide, you’ll learn effective techniques to empower your sales representatives to capitalize on every interaction and establish meaningful connections with prospects.

Hazel Raoult


Every lead carries the potential for business growth, so mastering the art of inbound call center sales techniques has become more essential than ever. For sales managers overseeing small to medium-sized businesses, a well-functioning inbound call center can be a game-changer in meeting sales targets and driving revenue.

Essentially, an inbound call center represents a strategic hub where sales teams handle, nurture, and convert incoming sales calls into valuable customers. Unlike outbound calls that involve reaching out to potential clients, inbound calls originate from curious prospects who have shown an interest in your products or services.

As a sales manager, you're at the helm of this critical operation, responsible for ensuring that your team excels in guiding these inbound calls toward fruitful interactions. In fact, 78% of customers don’t like call center agents that sound like they are reading from a script — personalized sales communication is key.

What’s more, 52% of customers expect tailored offers while 66% want reps to “understand their unique needs and expectations,” making inbound call center sales a crucial part of your company’s overall customer experience.

In this guide, you’ll learn effective techniques to empower your sales representatives to capitalize on every interaction and establish meaningful connections with prospects

We'll also address a pivotal consideration: whether to outsource your sales calls or manage them in-house. While outsourcing might offer convenience, we'll shed light on the benefits of retaining control and opting for an in-house approach. Finally, we'll introduce you to five of the best software tools tailor-made for in-house call centers.

Let’s dive right into the top inbound call center sales techniques that actually work.

8 Inbound Call Center Sales Techniques That Work

Here are eight tactics and their usage in real-life scenarios that will help ensure your team can make the most out of inbound sales calls.

1. Active Listening and Personalization

One of the most potent techniques in inbound call center sales is active listening. Encourage your sales representatives to first and foremost, listen attentively to the prospect's needs, pain points, and aspirations.

This insight forms the foundation for tailoring the conversation and offering personalized solutions. By showing genuine interest and empathy, your team can build rapport and trust, setting the stage for a more productive interaction.

Scenario: A prospect inquires about a software solution that enables them to automate billing process for their agency. Instead of jumping into features, your sales representative asks probing questions about their current pain points and workflow challenges. By actively listening and showing interest, the sales rep learns that the prospect struggles particularly with invoice and payment tracking. The rep tailors the conversation to focus on how your software's automation capabilities can alleviate their specific challenges concerning billing.

2. Solution-Focused Selling

Instead of focusing solely on the features of your products or services, shift the conversation toward addressing the prospect's challenges. Train your sales team to position your offerings as solutions that solve specific problems.

This approach not only demonstrates value but also resonates with the prospect's actual concerns, making them more likely to show interest and convert.

Scenario: A potential client shows interest in your revenue marketing services during an inbound call. Your sales rep digs deeper to understand the client's goals and discovers that the client wants to increase revenue from a specific, newly launched product. Rather than discussing general marketing tactics, the rep emphasizes a solution that specifically focuses on improving the conversion rate for that new product.

3. Consultative Selling

Position your sales representatives as trusted advisors rather than aggressive salespeople. After all, nobody likes being sold to.

This circles back to the first important technique: guiding the conversation toward uncovering the prospect's goals and challenges, and then aligning your answers and offerings with their needs. By adopting a consultative approach, your team builds credibility and confidence in the minds of your prospects.

Scenario: A potential customer contacts your eCommerce support line and is interested in purchasing a high-end camera. The sales representative takes a consultative approach by asking about their photography preferences and goals. As the conversation unfolds, the rep cross-sells accessories and lenses tailored to the customer's intended use, showcasing a genuine interest in helping them make the right choice while increasing the order value.

4. Overcoming Objections with Empathy

Objections are an inevitable part of sales conversations. Train your sales team to handle objections with empathy rather than defensiveness. When objections arise, view them as opportunities to address concerns and provide additional information that can alleviate doubts.
By showcasing a willingness to understand and address objections, your team can win over hesitant prospects.

Scenario: A prospect expresses concern about the upfront cost of your enterprise software solution. Instead of simply explaining the value, the sales rep acknowledges the concern and shares a success story of another customer who initially had the same hesitation but later saw significant cost savings due to increased operational efficiency via automation capabilities. The prospect appreciates the empathy and is now more open to exploring the solution.

5. Building Urgency and Scarcity

When possible, create a sense of urgency or scarcity by highlighting limited-time offers or exclusive deals during the call. This technique taps into the prospect's fear of missing out and prompts them to take action right away. For example, the pitch could be ”If you buy <product> within the week, you unlock a 20% discount. This offer is only available till <date>.”

However, it's crucial to strike a balance between urgency and authenticity, ensuring that the offer genuinely benefits the prospect and doesn’t come across as a sham.

Scenario: A prospect is hesitant about committing to your eCommerce order fulfillment system. Your sales representative mentions a limited-time offer that provides an exclusive package at a reduced rate. By emphasizing that the offer ends within 48 hours, the prospect feels a sense of urgency to secure the deal before the opportunity is gone.

READ ALSO: Inbound vs. Outbound Leads — Key Differences and How to Leverage Both 

6. Trial Offers and Demonstrations

Just as you’d offer website visitors an option to request a demo of your product, have your sales reps offer prospects the opportunity to experience your product or service firsthand through trials or demos. This hands-on experience helps prospects understand your product’s value and builds your credibility. A well-executed trial offer can turn warm leads into customers.

Scenario: A prospect inquires about your project management software. Instead of a detailed explanation, your sales rep suggests a live demo. During the demo, the rep shows how the software addresses the client's project needs, say an Agile workflow, in real-time. The prospect experiences the software's capabilities firsthand and sees how it can improve their workflow, becoming more interested in the solution.

7. Sharing Social Proof and Testimonials

Again, just as you would showcase customer testimonials, logos, and case studies on your sales landing page, sharing that information on your inbound sales is a great way to build trust in your offering.

When prospects hear about others in a similar boat who have benefited from your brand’s offerings, it boosts their confidence in your solution's effectiveness. And so, share success stories that align with the prospect's needs and concerns.

Scenario: A prospect expresses concerns about the ease of use of your coffee machine. Your sales representative shares a testimonial video from a customer who demonstrates how easy to use your product really is. The prospect is reassured and is more inclined to move forward.

8. Follow-Up and Nurturing

The sale doesn't end with the call. Implement a robust follow-up and nurturing strategy to maintain the connection with prospects who aren't ready to buy immediately. Whether through personalized emails or scheduled callbacks, consistent follow-up reinforces your commitment and keeps your brand top of mind, potentially leading to eventual conversions.

Scenario: A lead expresses interest in your product but wants time to think. Your sales representative sends a personalized follow-up email thanking them for the conversation right after the call, summarizing the benefits discussed, and including a link to schedule a follow-up call. The lead feels valued and schedules a call, eventually converting into a customer.

Outsourcing Sales Calls Vs. In-House Sales Call Center

As a sales manager, one of the pivotal decisions you face is determining whether to outsource your sales calls or establish an in-house sales call center. Both options come with their own set of advantages and considerations, but understanding the nuances can help you make an informed choice that aligns with your company's goals.

Let’s take a look at the pros and cons of both options.

Outsourcing Sales Calls: Pros and Cons

Outsourcing sales calls involves entrusting an external call center or service provider to handle your company's sales interactions with customers and prospects. While outsourcing can offer certain benefits, it's essential to be aware of the potential drawbacks and challenges that this approach can present, especially for sales managers in growing small to medium-sized businesses where brand reputation is paramount.


  • Cost Savings: Outsourcing sales calls can often be more cost-effective, especially for smaller businesses. External call centers may have established infrastructure, reducing the need for significant upfront investments.
  • Scalability: External call centers can quickly scale up or down based on your needs. This flexibility is particularly beneficial during peak seasons or when launching new products.
  • Expertise: Outsourced call centers specialize in customer interactions. They often have well-trained agents experienced in sales techniques, which can be beneficial if your in-house team lacks such expertise.


  • Less Brand Alignment: Outsourcing means relinquishing some control over customer interactions. Your brand's voice and messaging may not be as effectively conveyed as by your own team. Agents at external call centers may not fully understand your brand's values and culture, potentially leading to inconsistencies in customer interactions. Plus, you become dependent on the outsourcing company's performance and practices, which can potentially harm your brand's reputation.
  • Limited Product Understanding: One of the main challenges of outsourcing sales calls is that external agents may not have a deep understanding of your products, services, and industry. This lack of product knowledge can hinder their ability to effectively address customer inquiries, leading to misinformation or unsatisfactory answers.
  • Limited Personalization: Effective sales often hinge on personalization and building relationships. Outsourced agents might struggle to have personalized interactions due to limited knowledge about individual customers. This can lead to generic pitches that fail to resonate with prospects and can even come across as robotic or insincere.
  • Loss of Customer Insights: Outsourced call centers may not always capture and share detailed customer insights and feedback effectively. This limits your access to valuable data that can inform your sales strategies, product development, and overall growth.
  • Potential Data Security Risks: Sharing customer data, including sensitive information, with external call centers carries inherent data security risks. Ensuring security compliance with data protection regulations and maintaining the security of customer information becomes a critical concern.

In-House Sales Call Center: Pros and Cons

An in-house sales call center is a dedicated department within your organization where trained sales representatives handle inbound and outbound calls with potential customers. Unlike outsourcing, an in-house call center allows you to directly manage and oversee every aspect of customer interaction, from scripting and messaging to training and branding.

Thus, an in-house center allows a more hands-on and tailored approach to customer engagement, enabling you to create a personalized experience that aligns with your company's values and goals.


  • Controlled Customer Experience: With an in-house team, you have complete control over customer interactions. You can create scripts, messages, and guidelines that perfectly resonate with your brand identity and values. This control ensures that every interaction aligns with your company's unique voice, resulting in a consistent and memorable experience for prospects.
  • Deep Product Knowledge: In-house sales representatives have an in-depth understanding of your products. This deep knowledge allows them to answer complex questions without delay, offer tailored solutions, and provide insights that resonate with potential customers. The ability to address specific inquiries enhances the credibility of your team and builds trust with prospects.
  • Cultural Alignment: Your in-house team is an extension of your company's culture and values. They naturally align with your organization's mission, vision, and principles, allowing them to authentically communicate your brand's essence to potential customers. This cultural alignment fosters genuine connections that resonate with prospects on a deeper level.
  • Customized Training and Skill Development: With an in-house team, you can implement customized training programs that address the specific needs and challenges of your sales representatives. This targeted training enhances their skills in active listening, objection handling, and solution-focused selling, resulting in more effective interactions and increased conversion rates.
  • Real-Time Feedback and Improvement: Being physically present allows you to provide real-time feedback and coaching to your sales team. Regular coaching sessions help refine techniques, address weaknesses, and celebrate successes.
  • Adaptability and Flexibility: In-house call centers offer greater agility and flexibility. If you need to pivot your sales strategy, introduce new products, or modify messaging, you can do so swiftly and seamlessly.
  • Stronger Team Cohesion: An in-house team fosters a strong sense of camaraderie and collaboration among your sales reps. They work together and share insights, techniques, and success stories. This synergy enhances the overall sales performance and contributes to a positive work environment.
  • Investment in Long-Term Relationships: In-house call centers are better equipped to focus on building long-term relationships with customers. Your team can follow up with prospects, nurture leads over time, and provide ongoing support, improving the odds of repeat business and referrals.


  • Higher Costs: Running an in-house call center requires significant investments in infrastructure, technology, training, etc. This can be a financial burden for smaller companies.
  • Scalability Challenges: Scaling an in-house team can be complex and resource-intensive, especially during periods of high call volume.
  • Skill Development: Training and maintaining an effective in-house sales team require ongoing investments in skill development, coaching, and continuous improvement.

Put simply, 56% of customers expect interactions to be personalized. By opting for an in-house sales call center, you unlock the potential to create a more personalized and impactful customer engagement strategy. This approach is more likely to not only boost conversion rates but also position your brand as a trusted partner dedicated to helping inbound prospects succeed.

With the right cloud-based software, you can establish an effective inbound call center to put the above sales techniques into practice. In fact, over 36% of call centers now use cloud technology and cloud-based call centers report having 27% less downtime.

Top 5 Inbound Call Center Software

Here are five software tools (with their key features, pros, and cons) for building an effective in-house call center as an SMB.

1. CallPage

screenshoot of CallPage homepage website

CallPage is a versatile click-to-call and meeting scheduling widget designed to enhance customer engagement and drive conversions. With its user-friendly interface, it enables website visitors to request immediate calls or schedule meetings for a later time, seamlessly bridging the gap between online interactions and real-time conversations.

Key Features:

  • Click-to-call widget for instant connections
  • Meeting scheduling tool similar to Calendly
  • Integration with your CRM and marketing tools
  • Customizable design to match your brand's aesthetics
  • Real-time analytics for performance tracking
  • Works as a virtual PBX system


  • Facilitates immediate connections, minimizing lead drop-offs
  • Enhances customer experience by offering convenient scheduling options
  • Provides valuable insights into call interactions and outcomes
  • Seamless integration with existing systems streamlines workflow
  • Boosts sales team productivity through efficient lead management


  • Requires proper setup and integration to maximize benefits
  • Relies on website traffic for effective utilization

2. Zendesk Talk

screenshoot of Zendesk homepage website

Zendesk Talk is a cloud-based call center software that unifies customer interactions across multiple channels, including voice calls, email, chat, and social media. It empowers your sales team with the tools they need to deliver exceptional customer service through personalized, context-rich conversations.

Key Features:

  • Integrated call center within the Zendesk platform
  • Multichannel communication for seamless interactions
  • Call recording and analytics for quality assurance
  • AI-powered features for predictive engagement
  • Customizable IVR (Interactive Voice Response) menus


  • Centralized platform enhances customer support efficiency
  • Comprehensive analytics enable data-driven decision-making
  • AI-driven capabilities improve customer engagement
  • Scalable to accommodate growing call volumes


  • Learning curve for new users unfamiliar with the platform
  • Additional features may require higher-tier plans

3. Five9

screenshoot of Five9 homepage website

Five9 is a cloud-based contact center solution that empowers in-house sales teams with omnichannel capabilities. It offers a comprehensive suite of tools for managing inbound and outbound calls, emails, chats, and social media interactions.

Key Features:

  • Omnichannel capabilities for seamless communication
  • Intelligent routing for optimal call distribution
  • Real-time reporting and analytics for performance tracking
  • Outbound dialing options for lead generation
  • Integration with CRM and other business systems


  • Flexibility to handle various communication channels
  • Real-time insights enable performance optimization
  • Scalable to accommodate growing teams and call volumes


  • Initial setup and configuration may require technical expertise
  • Higher costs associated with advanced features and customization

4. Freshcaller

screenshoot of Freshcaller homepage website

Freshcaller is a cloud-based call center software that equips in-house sales teams with features to handle inbound and outbound calls efficiently. It offers call routing, IVR, call recording, and analytics to enhance customer interactions.

Key Features:

  • Virtual phone numbers for global reach
  • Smart escalations and call routing for optimized response
  • Call recording and voicemail for quality assurance
  • Real-time analytics and reporting for data-driven decisions
  • Integration with Freshdesk and other tools


  • User-friendly interface requires minimal training
  • Virtual phone numbers enable a professional presence
  • Integration with other Freshworks tools enhances workflow


  • Limited advanced features compared to enterprise-level solutions
  • Integration limitations with certain CRM and software platforms

5. Aircall

screenshoot of Aircall homepage website

Aircall is a cloud-based phone system that enables in-house sales teams to make and receive calls from anywhere with an internet connection. It offers essential features for call management and collaboration.

Key Features:

  • Virtual phone numbers for local and international presence
  • Call routing and automated workflows for efficiency
  • Collaboration tools like call notes and tagging
  • Integration with popular CRM and helpdesk software
  • Real-time analytics and call monitoring


  • Enables remote work with a cloud-based infrastructure
  • Integration with CRM streamlines lead management
  • Scalable for growing teams and call volumes


  • Advanced features may require higher-tier plans
  • May not be as feature-rich as some enterprise-level solutions

Each of these software tools brings its unique strengths to the table, catering to the diverse needs of in-house sales call centers. Evaluate these options based on your team's requirements and business priorities to choose the solution(s) that let you boost inbound customer engagement, streamline sales operations, and drive better performance.

READ ALSO: 15 Best Sales Call Software Solutions for 2023

Wrapping Up

Mastering inbound call center sales techniques — coupled with strategic software integration — can significantly improve how your sales team engages prospects and converts them into loyal customers.

The choice between outsourcing and establishing an in-house call center requires careful consideration, with the latter offering unmatched control, personalization, and deep cultural alignment. In-house teams foster a culture of collaboration, adaptability, and long-term relationship building, positioning your SMB to deliver exceptional customer experiences.

Moreover, integrating advanced software tools like CallPage, Zendesk Talk, Five9, Freshcaller, and Aircall help to streamline call interactions, enhance engagement, and provide valuable insights for continuous improvement. These tools act as catalysts for turning prospects into loyal customers, offering convenience and real-time analytics to continually improve your sales process.

Ultimately, combining these powerful techniques and tools paves the way for increased inbound conversions, stronger customer relationships, and sustained business growth.

Want to try out CallPage for free? Sign up for a 14-day trial and see just how much of a difference our tool can make!


About the Author
Hazel Raoult is a marketing manager at PRmention. She has over six years of experience writing about ecommerce, technology, entrepreneurship, and B2B SaaS. Hazel's work has been published in The Future of Commerce, ChatBot, VWO, and OROCommerce.

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