With inside sales, you'll spend less time with your prospects on the golf course and more time using technology to build relationships through online demos, cold calling, and sales automation practices.
Less fun? Possibly. Highly effective? Definitely.
We've been doing (and teaching) inside sales since 2013. Over the last decade, there’s been a massive shift towards inside sales across nearly every industry. We’ve also seen how inside sales has changed with the rise of new tech like AI.
Before we dive into the mechanics of how to do inside sales effectively, let’s start with the basics: People buy from people they know and trust. This is even more true with the rise of both inside sales and remote sales, where reps are functioning more autonomously outside of the office.
Inside sales uses technology to establish and strengthen relationships with prospects, leads, and customers. While selling has changed a lot with the introduction of new sales technology, the core principles are still the same.
So, is an inside sales model right for your business? Or maybe you’re here considering a career in inside sales—either way, I’ve got you covered. Here’s what you need to know to decide if inside sales is right for you.
Common inside sales tactics include cold emailing, cold calling, performing demos, and delivering virtual sales pitches to potential clients from inside your (home?) office. In stark contrast, outside sales is when you sell out in the field, through in-person interactions with prospects.
In recent years, inside sales has become one of the most popular sales models, both for selling high-ticket products and for small businesses, as buyers become more comfortable purchasing and collaborating remotely.
Simply put: Technology is everything for inside sales teams.
Empowering your inside sales reps with the work environment and toolset they need to convert potential customers is crucial to building a successful inside sales team.
So before you attempt to use inside sales, ensure you understand what you’ll need to succeed. Just like you wouldn’t try to build a house without the right tools (and a contractor who knows what they’re doing), you shouldn’t launch a remote sales team without the tools and processes built for success.
Whether you’re looking to shift your career or decide if building an inside sales team is right for your business, you’ll want to understand the different roles of an inside sales team. Remember, the structure of your sales team may look different depending on your company and stage of growth.
For example, at Close, we don’t have sales development reps or engage in outbound selling; all our sales reps are inbound, inside sales reps. Yep, it can get confusing because there are both inbound and outbound sales, but either approach can leverage inside selling.
Now let’s talk about the different inside sales roles:
Other common terms used to describe inside sales reps include account managers (similar to account executives) and sales enablement reps who support the sales process
While the exact sales process always varies by company (and industry), in general, inside sales reps will:
Here’s an example of what an inside sales rep’s average day might look like:
The main difference between inside and outside sales is where the salespeople work. Inside salespeople tend to work in an office or even at home. Outside sales teams often travel to in-person meetings and work on-site at the prospect's offices.
Inside sales reps rely on technology and virtual meetings to build relationships. Outside sales reps, aka field salespeople, rely on travel and in-person meetings to share demos, explore objections, and build face-to-face relationships.
Here’s a breakdown of the main differences in job descriptions for inside and outside sales reps:
However, there’s another core difference between these two sales models.
With inside sales, the team structure often includes multiple people taking ownership of different stages of the sales process. For example, a sales or business development rep gathers and qualifies leads, while an account executive converts them, then a customer success team manages the onboarding/upselling process.
To be clear, not all inside sales teams use this structure, but it differs from outbound teams, where generally, one (or possibly two) salespeople manage the process from start to finish.
An inside sales rep uses a whole lotta technology, including email, video conferencing, phone calls, and social media, to qualify, nurture, and convert leads into customers. This means sales reps need a solid understanding of how key sales tech tools function, the ability to learn new platforms quickly, and an intuitive ability to build relationships virtually.
Kate Petrone, Senior Account Executive at Close, shares how the skills inside sales reps need to extend far beyond using tools and cold calling:
“One of the most important skills for inside sales reps is the ability to ask the right questions - being genuinely curious. Being a really good listener is equally as important to understanding their current vs. ideal scenario, uncovering their pain points, and helping them discover a better solution.”
Other skills crucial to inside sales success include:
Cold emailing and cold calling are key skills just about every inside sales rep needs to master. Reaching out to prospective customers via phone or email and fostering relationships helps fill your sales pipeline and increase conversions. Making sure to call at the right time and knowing how to get responses are key skills that inside sales reps should foster.
Dig deeper:
Great sales reps don’t just know the features list of their product or service—they also deeply understand how their product can help prospects solve their problems.
They should be able to explain how their product works in detail, including workarounds, integrations, and the nuances of key features. It’s a major bonus if your sales reps can use your product or service in their day-to-day responsibilities, making them go-to product experts.
Dig deeper:
Objections aren’t the end of the world; they’re just speed bumps along the road to closing a sale. Customers naturally have questions, doubts, or concerns, and being able to navigate these obstacles with finesse separates the pros from the rookies. It's like the ultimate game of verbal chess, where you anticipate moves and counter with charisma and deep insights.
Dig deeper:
If you can use AI the right way in your sales process, you’ll supercharge a few specific areas of your selling capabilities. You can now significantly automate and scale activities like sending cold emails, getting AI call transcripts with next steps, follow-up email management, and more.
Sloppily use these tools, and prospects will think you’re a robot. Replies and email opens will plummet. So, how do you properly leverage AI in sales today? Think of AI tools like interns that can deliver a solid first draft and generate notes — but you’ll still need to take the time to review and personalize their suggestions.
Dig deeper:
Negotiation is the art of finding that sweet spot where both you and your customer feel like winners. It's like a friendly game of tug-of-war: You kindly smile as beads of sweat drip down your forehead while ensuring your prospect feels valued and satisfied. It's a delicate balance; mastering this art is essential to success as an inside sales rep.
Dig deeper:
The inside sales process can vary by industry and target audience, but it’ll generally follow the same overall structure. For example, B2B inside sales has a longer sales cycle and spends more time on lead qualification than B2C. However, the steps in the inside sales process are virtually the same.
In general, the inside sales process follows these steps:
The inside sales model generally focuses quite a lot on up front lead generation and qualification efforts to maximize the ROI on time spent with prospects, rather than diving straight into a pitch for every cold lead that lands in your CRM.
Two top benefits of choosing an inside sales model are a faster sales cycle and significant scalability. Inside sales is also more cost-effective since it uses technology (like a CRM) to track sales tasks and automate sending notifications and qualifying leads.
You’ve probably noticed one thing about inside sales: this process uses technology often. Inside sales reps need the right tools to send an email, host a video conference, or automate tasks.
Here are our picks for the must-have sales tools every inside sales representative can use to excel in their role:
Close offers sales reps all these features: workflow automation, a ChatGPT plugin, and much more. Watch our 10-minute demo to determine if we’re the right CRM for your team.
It's no stretch of the imagination to say that inside sales will play an outsized role in the future of sales. The path to success here is learning how to sell to people how they want to be sold to.
Field-heavy sales organizations like Coca-Cola and Oracle are shifting sales responsibilities from field-based rep salespeople to inside salespeople and digital self-service channels.
To be a sales leader today, you gotta be willing to embrace technology and invest meaningful time upfront in learning about your target customers.
Ready to take your (inside) selling to the next level? Try all our best free sales tools today.