{"id":112326,"date":"2022-11-21T14:50:50","date_gmt":"2022-11-21T14:50:50","guid":{"rendered":"https:\/\/monday.com\/blog\/?p=112326"},"modified":"2026-02-06T09:11:44","modified_gmt":"2026-02-06T14:11:44","slug":"sales-prospecting","status":"publish","type":"post","link":"https:\/\/monday.com\/blog\/crm-and-sales\/sales-prospecting\/","title":{"rendered":"How to expand your customer base with sales prospecting"},"content":{"rendered":"<p>The average American sees <a href=\"https:\/\/webtribunal.net\/blog\/how-many-ads-do-we-see-a-day\/#gref\" target=\"_blank\" rel=\"nofollow noopener\">4,000 to 10,000<\/a><span style=\"color: #0e101a;\"> ads every day. That&#8217;s a lot of noise and competition for sales pros to cut through to convert leads into paying customers. Enter sales prospecting: a technique that puts sales teams in the best position to sell through researching potential customers, building relationships with them, and understanding their pain points.<br \/>\n<\/span><\/p>\n<p>Prospecting in sales sets you up for success by vetting the right people before you start actively selling to them. From understanding the different types of sales prospecting to taking the steps to ensure its success, and how to implement this technique with monday.com, this guide covers everything you need to know.<\/p>\n<p style=\"text-align: center;\"><a class=\"cta-button blue-button\" aria-label=\"Try monday sales CRM\" href=\"https:\/\/auth.monday.com\/p\/crm\/users\/sign_up_new#soft_signup_from_step\" target=\"_self\">Try monday sales CRM<\/a><\/p>\n<h2>What is sales prospecting?<\/h2>\n<p>Sales prospecting is a strategy focused on expanding your customer base by identifying potential sales contacts (known as <strong>leads<\/strong>) and warming them up into sales opportunities (known as <strong>prospects<\/strong>).<\/p>\n<p>Usually, prospecting in sales is carried out by your Sales Development Representative or Business Development Representative. In either case, the aim is to ensure a steady pipeline of new business by initiating and developing relationships with targeted prospects. Prospecting is just one of the tasks in a typical sales cycle. Note that all of the below lead generation and sales prospecting tasks happen before any hard selling takes place.<\/p>\n<ul>\n<li><strong> Locating the prospect<\/strong>: the first step is finding sales leads that are likely to be interested in the product or service you&#8217;re selling. You can use lead gen software or sales automation tools for this process.<\/li>\n<li><strong>Starting a conversation<\/strong>: sales pros must initiate contact and build rapport with leads.<\/li>\n<li><strong>Qualifying the prospect<\/strong>: ask questions to qualify sales leads and understand their needs and pain points. This is also an opportunity to learn more about the budget, timeline, and decision-making process.<\/li>\n<li><strong>Positioning their product or service as a solution<\/strong>: sales reps must plant the seed of how their product or service can solve the prospect\u2019s needs.<\/li>\n<\/ul>\n<p style=\"text-align: center;\"><aside class=\"polls\" data-voted=\"0\" data-name=\"poll_112339_monday_com_blog\"><h3 class=\"polls-question\">Does sales prospecting take up more than 10 hours of your week?<\/h3><div class=\"polls__action\"><div class=\"polls-btn-wrapper\"><button data-answer=\"1\" class=\"polls-btn\"><span class=\"polls-btn__text\">Yes<\/span><span class=\"polls-btn__result\"><\/span><\/button><\/div><div class=\"polls-btn-wrapper\"><button data-answer=\"2\" class=\"polls-btn\"><span class=\"polls-btn__text\">No<\/span><span class=\"polls-btn__result\"><\/span><\/div><\/div><\/aside><\/p>\n<h2>What are the different types of prospecting in sales?<\/h2>\n<p>In the 1870s, <a href=\"https:\/\/hbswk.hbs.edu\/item\/john-h-patterson-and-the-sales-strategy-of-the-national-cash-register-company-1884-to-1922\" target=\"_blank\" rel=\"nofollow noopener\">John Patterson<\/a>, founder of the National Cash Register Company (NCR), was one of the first salespeople to popularize cold calling. And this was how sales pros typically first made contact with their customer base. However, sales prospecting today uses various techniques to seek and attract potential customers.<\/p>\n<ul>\n<li><strong>Email prospecting<\/strong>: build an email list, draft well-crafted emails and track open rates, click-throughs, or the conversion rate of email subject lines. Metrics, which become readily available through email prospecting, paint an important picture of how your prospects engage with your content. Before adding contacts to your CRMs or sending emails, it is important to <a href=\"https:\/\/hunter.io\/blog\/email-verification-tools\/\" target=\"_blank\" rel=\"noopener\">verify email addresses<\/a> to ensure your emails will reach prospect&#8217;s inboxes.<\/li>\n<li><strong>Phone prospecting<\/strong>: reach out and have a real-life conversation with your decision-makers. This can be a fast way to make progress, but only if someone picks up. Be aware that <a href=\"https:\/\/blog.close.com\/cold-calling-statistics\/\" target=\"_blank\" rel=\"nofollow noopener\">80 to 90%<\/a> of cold calls from unknown numbers go straight to voicemail.<\/li>\n<li><strong>Video prospecting<\/strong>: improve open rates and close more deals with video prospecting. Sales teams who use video see a <a href=\"https:\/\/salesloft.com\/resources\/blog\/video-sales-emails-increases-reply-rate\/\" target=\"_blank\" rel=\"nofollow noopener\">26%<\/a> increase in replies to email or LinkedIn messages and a whopping <a href=\"https:\/\/www.wyzowl.com\/video-marketing-statistics\/#stat-3-5\" target=\"_blank\" rel=\"nofollow noopener\">86%<\/a> of marketers say that video has helped them generate leads.<br \/>\nSales reps typically spend <a href=\"https:\/\/www.vidyard.com\/blog\/video-prospecting\/\" target=\"_blank\" rel=\"nofollow noopener\">21%<\/a> of their day writing out emails, so sending a pre-recorded video presentation is a great timesaver. Alternatively, go the extra mile and send a customized message to a prospect.<\/li>\n<li><strong>Social prospecting:<\/strong> expand your brand&#8217;s reach by building an online presence on sites like LinkedIn. Answer questions, be helpful, and create sales-focused content that attracts leads to turn into prospects.<\/li>\n<li><strong>In-person prospecting:<\/strong> engage in face-to-face conversations at industry events, conferences, and trade shows to meet prospects and work a little sales magic.<\/li>\n<\/ul>\n<h2>Why is sales prospecting important?<\/h2>\n<p>Prospecting in sales aims to move away from selling haphazardly to anyone who&#8217;ll listen. By taking a more measured approach, you&#8217;ll:<\/p>\n<h3>Increase your pipeline<\/h3>\n<p>The sales process can grind to a halt without a pipeline of qualified prospects to work with.<\/p>\n<a class=\"twitter-box\" arial-label=\"Tweet\" target=\"_blank\" onclick=\"window.open(this.href,'targetWindow','toolbar=no,location=no,status=no,menubar=no,scrollbars=yes,resizable=yes, width=800,height=450'); return false;\" href=\"https:\/\/twitter.com\/intent\/tweet?text=\"> The right prospecting strategy will focus on quality and quantity leads, making your monthly, quarterly, or annual sales targets a breeze. <span><\/span><\/a>\n<h3>Get in front of your ideal customer<\/h3>\n<p>Sales prospecting allows you to be more intentional with your sales process. Prospecting generates sales leads who fit your ideal customer profile, giving sales reps control over who you try to close. You&#8217;ll screen out the leads who are unlikely to buy and zone in on the more probable customers.<\/p>\n<h3>Establish a relationship with the prospect<\/h3>\n<p>Some sales teams go to <a href=\"https:\/\/blog.leadiq.com\/articles\/5-great-prospecting-examples-that-actually-worked?hs_amp=true\" target=\"_blank\" rel=\"nofollow noopener\">unusual lengths<\/a> to get a prospect&#8217;s attention.<\/p>\n<blockquote><p>One rep sent a shoe to their target customer to successfully &#8220;get a foot in the door.&#8221; Another sent their cheese-loving prospect a book on cheese and a note saying, &#8220;I know this might be a little cheesy, but I hope you enjoy this and that we can find some time to connect.&#8221;<\/p><\/blockquote>\n<p>These sales prospecting tactics demonstrate how sales teams can go the extra mile to initiate contact, build rapport, and establish trust.<\/p>\n<h3>Understand the needs of your prospect<\/h3>\n<p>Prospecting uses the art of a good old-fashioned conversation to learn what your prospect needs and which of your products or services could solve their issues. Empathy and active listening are vital tools to have in your arsenal here.<\/p>\n<h3>Increase revenue<\/h3>\n<p>Consistency is everything in sales, so strategic prospecting is critical in generating regular sales leads and having the knowledge and experience to close those leads. The outcome is more sales, more revenue, and more profits.<\/p>\n<h3>Collect data to inform future sales strategies<\/h3>\n<p>Not all prospecting campaigns will succeed, but sales reps can use collected data to inform future sales strategies. You could do this by concentrating your efforts on the best source of leads for maximum sales success or feeding back to your product development team about new pain points in the market. Use the monday sales CRM to handle the entire process. Store, analyze and share relevant data with your teams to boost sales cycle productivity and gain an instant overview of your future pipeline.<\/p>\n<p style=\"text-align: center;\"><a class=\"cta-button blue-button\" aria-label=\"Try monday sales CRM\" href=\"https:\/\/auth.monday.com\/p\/crm\/users\/sign_up_new#soft_signup_from_step\" target=\"_self\">Try monday sales CRM<\/a><\/p>\n<h2>What\u2019s the difference between inbound and outbound prospecting in sales?<\/h2>\n<p><strong>Inbound prospecting<\/strong> uses targeted content as lead generation to get interested consumers knocking on your door! You might start a YouTube channel, maintain an active social media presence or pump out high-quality blog content to generate leads. Effective inbound prospecting uses a call-to-action button so leads can respond to the right prospecting message at the right time.<\/p>\n<p><strong>Outbound prospecting<\/strong> is more proactive and requires sales reps to reach out to potential leads as part of the sales process. This can include email campaigns, cold calling prospects, or even sales reps attending trade shows and industry events.<\/p>\n<h2>How to make sales prospecting a raging success<\/h2>\n<p>Transform a trickling stream of sales leads into a river by following these key steps, and repeat for maximum results.<\/p>\n<h3>1. Define your buyer persona<\/h3>\n<p>Sales reps must know their target audience to tailor sales messages, content, and product development toward their needs. Before you begin sales prospecting, map this granular detail out, including your persona&#8217;s location, company size, and industry.<\/p>\n<h3>2. Research your prospect<\/h3>\n<p>Check if your prospect matches your buyer persona, and also understand their role in organizational decision-making. Your prospect may not have buying power, but they could hold influence over a direct manager or someone else who does.<\/p>\n<h3>3. Learn your prospects\u2019 pain points<\/h3>\n<p>Discovery calls are a chance to listen to your sales leads and uncover their challenges. Ask the right questions and reflect before responding with how your product or service solves the biggest problems.<\/p>\n<h3>4. Be aware of sales triggers<\/h3>\n<p>Sales reps should always be aware of sales triggers for their industry, such as prospect promotions, upcoming trade shows, or corporate mergers. These are prime opportunities for sales prospecting as companies may be interested in new solutions to integrate as part of a new chapter.<\/p>\n<h3>5. Continue to build brand awareness<\/h3>\n<p>The more you expose potential sales leads to your brand and product, the more likely they will recognize it during sales prospecting. Consider branching out on social media to become known as a trusted leader in your space and automatically draw prospects toward your expertise.<\/p>\n<h3>6. Always follow up on your sales prospecting<\/h3>\n<p><a href=\"https:\/\/www.gartner.com\/en\/articles\/sales-development-technology-the-stack-emerges\" target=\"_blank\" rel=\"nofollow noopener\">Gartner research<\/a> reveals that prospects only open 23.9% of emails, while it takes 18 dials before they answer a call from an SDR. No one said sales is easy, but persistence is key here. If you\u2019re still not hitting the jackpot after several attempts, seek out other prospects in the company who might be more receptive to your engagement.<\/p>\n<h3>7. Use storytelling<\/h3>\n<p>Stories are a powerful way to forge human connections. When sales teams do this well, they create a story that speaks to a prospect&#8217;s emotional desires. This can be something as simple as a sales rep telling a story about how their product solved the same problem for other customers.<\/p>\n<p style=\"text-align: center;\"><a class=\"cta-button blue-button\" aria-label=\"Try monday sales CRM\" href=\"https:\/\/auth.monday.com\/p\/crm\/users\/sign_up_new#soft_signup_from_step\" target=\"_self\">Try monday sales CRM<\/a><\/p>\n<h2>Revamp your sales prospecting with monday.com<\/h2>\n<p>If you&#8217;re looking for a flexible and intuitive way to manage your sales cycles, then the monday sales CRM is the tool you&#8217;re looking for. It&#8217;s fully customizable, making it a cinch to snap into your existing sales ops. Here are just a few of the defining features that will help you optimize your sales process:<\/p>\n<ul>\n<li><strong>Customizable dashboards<\/strong>: add the columns you need, from expected revenue to team performance, critical files, docs, and more. Display as a table, chart, form, or calendar and switch between views as needed.<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"aligncenter size-large wp-image-113592\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/11\/Lead-scoring-rules-in-monday-1-1024x535.jpg\" alt=\"Screenshot showing the monday.com sales CRM Leads dashboard during sales prospecting. \" width=\"1024\" height=\"535\" srcset=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/11\/Lead-scoring-rules-in-monday-1-1024x535.jpg 1024w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/11\/Lead-scoring-rules-in-monday-1-300x157.jpg 300w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/11\/Lead-scoring-rules-in-monday-1-768x401.jpg 768w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/11\/Lead-scoring-rules-in-monday-1-1536x803.jpg 1536w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/11\/Lead-scoring-rules-in-monday-1-2048x1070.jpg 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<ul>\n<li><strong><a href=\"https:\/\/monday.com\/integrations\/\" target=\"_blank\" rel=\"noopener\">Integrations<\/a><\/strong>: hook the monday sales CRM up with your favorite tools like Slack, LinkedIn, Excel, or Google Drive to provide seamless communication across your tech stack. Trigger a workflow as soon as the status of a lead or prospect changes.<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"aligncenter size-large wp-image-113599\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/11\/Sales-prospecting-automations-1024x819.jpg\" alt=\"Screenshot showing an example of a sales prospecting automated workflow in monday.com sales CRM. \" width=\"1024\" height=\"819\" srcset=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/11\/Sales-prospecting-automations-1024x819.jpg 1024w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/11\/Sales-prospecting-automations-300x240.jpg 300w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/11\/Sales-prospecting-automations-768x614.jpg 768w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/11\/Sales-prospecting-automations-1536x1229.jpg 1536w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/11\/Sales-prospecting-automations.jpg 2000w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<ul>\n<li><strong>Centralized communication hub<\/strong>: collaborate with any team members on your CRM, providing everyone with a crystal clear overview of the sales cycle.<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"aligncenter size-large wp-image-112342\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/11\/sales-pipeline--1024x701.jpg\" alt=\"A screenshot of the sales pipeline feature in monday.com CRM used by sales prospecting teams. \" width=\"1024\" height=\"701\" srcset=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/11\/sales-pipeline--1024x701.jpg 1024w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/11\/sales-pipeline--300x205.jpg 300w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/11\/sales-pipeline--768x526.jpg 768w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/11\/sales-pipeline-.jpg 1344w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p>monday sales CRM will supercharge your sales prospecting process and drive top-notch sales results.<\/p>\n<p style=\"text-align: center;\"><a target=\"_blank\" rel=\"noopener\"><a class=\"cta-button blue-button\" aria-label=\"Get CRM template\" href=\"https:\/\/monday.com\/templates\/template\/81773\/crm\" target=\"_blank\">Get CRM template<\/a><\/a><\/p>\n<h2>FAQs<\/h2>\n<h3>What is prospecting in sales?<\/h3>\n<p>Prospecting is the sales process of identifying potential sales leads, researching their organization, and determining whether they have a need that aligns with your product or service.<\/p>\n<h3>How can you move prospects through the sales cycle?<\/h3>\n<p>The <a href=\"https:\/\/monday.com\/blog\/crm-and-sales\/sales-pipeline-stages\/\">sales pipeline consists of six stages<\/a>: lead generation, lead nurturing, lead qualifying, product demo or free trial and closing. To move prospects through the sales cycle, sales reps should make sure they&#8217;re dealing with a decision-maker, and ensure their product or service aligns with the prospect&#8217;s specific pain points. From here, it should be an open goal to position your offering as the solution and close the sale.<\/p>\n<h3>How much time do sales reps spend prospecting?<\/h3>\n<p><a href=\"https:\/\/userimg-bee.customeriomail.com\/images\/client-env-88613\/editor_lead_magnets\/Pipedrive-State-of-Sales-2020-2021-report.pdf?campaign_id=129&amp;campaign_type=transactional&amp;cid=d610cdbc-2581-45f2-9d91-429ba256a078&amp;message_type=email_action&amp;utm_campaign=SOS+-+Download+State+of+Sales&amp;utm_content=%5BDL%5D+Guide+Download&amp;utm_medium=email&amp;utm_source=customer.io&amp;workspace=acquisition\" target=\"_blank\" rel=\"nofollow noopener\">45 to 48%<\/a> of sales pros state that prospecting is the task that takes up most of their day, according to Pipedrive research. This crucial sales task is second only to selling.<\/p>\n<h2>Supercharge your sales prospecting with monday.com<\/h2>\n<p>Prospecting in sales allows you to nurture those leads and turn the best ones into paying customers that will drive revenue for your company. For greater success, hook your sales prospecting teams up with the right CRM tool to track performance, enable reporting, and gain clarity about your sales pipeline.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The average American sees 4,000 to 10,000 ads every day. That&#8217;s a lot of noise and competition for sales pros to cut through to convert leads into paying customers. Enter sales prospecting: a technique that puts sales teams in the best position to sell through researching potential customers, building relationships &#8230;<\/p>\n","protected":false},"author":295,"featured_media":225472,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"pages\/cornerstone-primary.php","format":"standard","meta":{"_acf_changed":false,"_yoast_wpseo_title":"Sales Prospecting: How To Expand Your Customer Base With AI","_yoast_wpseo_metadesc":"Sales prospecting tools help target ideal buyers and strengthen your 2026 pipeline. Learn which features drive results. Start improving today","monday_item_id":10045901831,"monday_board_id":0,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[13913],"tags":[],"class_list":["post-112326","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-crm-and-sales"],"acf":{"lobby_image":false,"post_thumbnail_title":"","hide_post_info":false,"hide_bottom_cta":false,"hide_from_blog":false,"landing_page_layout":false,"cluster":"","display_dates":"updated","featured_image_link":"","banner_url":"","main_text_banner":"","sub_title_banner":"","sub_title_banner_second":"","banner_button_text":"","below_banner_line":"","use_customized_cta":false,"display_subscribe_widget":false,"custom_schema_code":"","sidebar_color_banner":"","custom_tags":false,"faqs":[{"faq_title":"FAQs","faq_shortcode":"1","faq":[{"question":"What is prospecting in sales?","answer":"<p>Prospecting is the sales process of identifying potential sales leads, researching their organization, and determining whether they have a need that aligns with your product or service.<\/p>\n"},{"question":"How can you move prospects through the sales cycle?","answer":"<p>The sales pipeline consists of six stages: prospecting, nurturing, qualifying, product demo, proposal, and closing. To move prospects through the sales cycle, sales reps should make sure they\u2019re dealing with a decision-maker, and ensure their product or service aligns with the prospect\u2019s specific pain points. From here, it should be an open goal to position your offering as the solution and close the sale.<\/p>\n"},{"question":"Which CRM options assist with sales prospecting?","answer":"<p>Many CRMs on the market can help sales teams with prospecting. When considering different software options, it\u2019s important to select a platform that\u2019s both flexible and equipped with the right features to scale as your team grows. monday CRM includes tons of features that can assist with sales prospecting and has a straightforward interface that makes onboarding a breeze.<\/p>\n"},{"question":"What is an example of a sales prospect?","answer":"<p>A sales prospect goes a step beyond a lead and is someone who has shown interest in getting more information about your product or service. For example, an individual or business who downloads a white paper or attends a webinar.<\/p>\n"},{"question":"What is a SQL and how is it important?","answer":"<p>A sales qualified lead, or SQL, is a prospect who has been vetted and has a high likelihood of turning into a customer. They might show clear buying intent that makes them a prime candidate for focused sales prospecting efforts.<\/p>\n"}]}],"activate_cta_banner":false,"sections":[{"acf_fc_layout":"content_1","blocks":[{"main_heading":"","content_block":[{"acf_fc_layout":"text","content":"<p class=\"p1\">If you\u2019re marketing to everyone, you\u2019re essentially marketing to no one. Without a targeted approach to understanding your intended audience, your sales team will find it challenging to wade through the crowds and sell to the right buyers. This is where sales prospecting comes in.<\/p>\n<p class=\"p1\">Prospecting in sales sets you up for success by vetting the right people before you start actively selling to them. Think of it as doing deep research into your intended audience and then picking out a selection of prospective candidates who are most likely to buy.<\/p>\n<p class=\"p1\">In this guide, we\u2019ll cover everything you need to know about sales prospecting, including understanding the different types, taking the right steps to ensure success, where AI fits into it all, and how platforms like monday CRM can help you tie it all together.<\/p>\n<p class=\"p1\"><a class=\"cta-button blue-button\" aria-label=\"Try monday CRM\" href=\"https:\/\/auth.monday.com\/p\/crm\/users\/sign_up_new#soft_signup_from_step\" target=\"_self\">Try monday CRM<\/a><\/p>\n"}]},{"main_heading":"What is sales prospecting?","content_block":[{"acf_fc_layout":"text","content":"<p class=\"p1\">Sales prospecting is a strategy focused on expanding your customer base by identifying potential sales contacts, known as leads, and warming them up into sales opportunities, known as prospects. Usually, sales prospecting is carried out by business or sales development representatives.<\/p>\n<blockquote>\n<p class=\"p1\">The goal of sales prospecting is to ensure a steady pipeline of new business by initiating and developing relationships with targeted prospects.<\/p>\n<\/blockquote>\n<p class=\"p1\">If your team is giving a sales pitch to just anyone, then they\u2019re likely wasting their time. Sales prospecting ensures when teams are pitching, they\u2019re in front of an audience that\u2019s most likely to buy, setting them up for success from the get-go.<\/p>\n"}]},{"main_heading":"Stages of sales prospecting","content_block":[{"acf_fc_layout":"text","content":"<p class=\"p1\">There are different stages to sales prospecting for a lead to turn into a prospect, but all of them take place before any selling begins. Here\u2019s a brief overview of the stages of sales prospecting:<\/p>\n<p><strong>Stage 1:<\/strong><b> Locate prospect<\/b><\/p>\n<p>Find sales leads that are likely to be interested in your product or service using lead gen software or <a href=\"https:\/\/monday.com\/blog\/crm-and-sales\/sales-prospecting-tools-for-lead-generation\/\">sales prospecting tools<\/a><\/p>\n<p><b>Stage 2: Start a conversation<\/b><\/p>\n<p>Sales teams must initiate contact and build rapport with leads<\/p>\n<p><b>Stage 3: Qualify prospect<\/b><\/p>\n<p><a href=\"https:\/\/monday.com\/blog\/crm-and-sales\/lead-qualification\/\" target=\"_blank\" rel=\"noopener\"><span class=\"s2\">Qualify leads<\/span><\/a> by asking questions to understand their needs and pain points, budget, timeline, and decision-making process<\/p>\n<p><b>Stage 4: <\/b><b>Position product as a solution<\/b><\/p>\n<p>Sales reps need to plant the seed of how their product or service can solve a prospect\u2019s needs<\/p>\n<p class=\"p1\"><aside class=\"polls\" data-voted=\"0\" data-name=\"poll_112339_monday_com_blog\"><h3 class=\"polls-question\">Does sales prospecting take up more than 10 hours of your week?<\/h3><div class=\"polls__action\"><div class=\"polls-btn-wrapper\"><button data-answer=\"1\" class=\"polls-btn\"><span class=\"polls-btn__text\">Yes<\/span><span class=\"polls-btn__result\"><\/span><\/button><\/div><div class=\"polls-btn-wrapper\"><button data-answer=\"2\" class=\"polls-btn\"><span class=\"polls-btn__text\">No<\/span><span class=\"polls-btn__result\"><\/span><\/div><\/div><\/aside><\/p>\n"}]},{"main_heading":"What are the different types of prospecting in sales?","content_block":[{"acf_fc_layout":"text","content":"<p class=\"p1\">Traditionally, sales prospecting is associated with cold calling, which was a popular way to gather and qualify leads before the digital age. However, we\u2019ve come a long way from cold calling days and now have different ways to prospect sales.<\/p>\n<p class=\"p1\">Oftentimes, sales prospects come to a company rather than a sales rep seeking them out. It\u2019s important to distinguish between two overall types of sales prospecting: inbound and outbound.<\/p>\n<ol class=\"ol1\">\n<li class=\"li1\"><b>Inbound prospecting<\/b> uses targeted content and marketing materials to generate leads and attract consumers to your company<\/li>\n<li class=\"li1\"><b>Outbound prospecting<\/b> is more proactive and relies on a sales professional actively and directly seeking out potential leads<\/li>\n<\/ol>\n<p class=\"p1\">Within outbound prospecting, there are different ways to go about securing leads. Here are a few different types of prospecting techniques sales reps use:<\/p>\n<ul class=\"ul1\">\n<li class=\"li1\"><b>Cold emailing:<\/b> If you get the email address of a potential buyer who fits the bill, sales reps can send an initial cold email before any other interaction to try and book a call, meeting, or gather more information<\/li>\n<li class=\"li1\"><b>Phone prospecting:<\/b> Unlike cold calling, which has a <a href=\"https:\/\/blog.close.com\/cold-calling-statistics\/\" target=\"_blank\" rel=\"noopener\"><span class=\"s2\">straight-to-voicemail rate of 80 to 90%<\/span><\/a>, modern phone prospecting involves reaching out to potential leads who have shown interest, either through a lead generation form, messaging, or another avenue<\/li>\n<li class=\"li1\"><b>Video prospecting:<\/b> <a href=\"https:\/\/www.wyzowl.com\/video-marketing-statistics\/#stat-3-5\" target=\"_blank\" rel=\"noopener\"><span class=\"s2\">86% of marketers<\/span><\/a> say that video has helped them generate leads, and it can work great when you\u2019re sending prospects invitations for video calls or pre-recorded demos that introduce your product<\/li>\n<li class=\"li1\"><b>Social selling:<\/b> Expand your brand\u2019s reach by building an online presence on sites like LinkedIn, where you can post relevant information about your product, answer questions, send messages, and connect with potential customers<\/li>\n<li class=\"li1\"><b>Networking:<\/b> Engage in face-to-face conversations at industry networking events, conferences, and trade shows to meet prospects and collect contact information to follow up with them via phone, email, or a video call to further discuss a sales opportunity<\/li>\n<li class=\"li1\"><b>Referrals:<\/b> When sales reps have a good relationship with existing clients or partners, they can leverage the connection to get introduced to new potential customers<\/li>\n<\/ul>\n"}]},{"main_heading":"Why is sales prospecting important?","content_block":[{"acf_fc_layout":"text","content":"<p class=\"p1\">The average American sees between <a href=\"https:\/\/webtribunal.net\/blog\/how-many-ads-do-we-see-a-day\/#gref\" target=\"_blank\" rel=\"noopener\"><span class=\"s1\">4,000 to 10,000<\/span><\/a> ads every day. That\u2019s a lot of noise and competition for sales teams to cut through to convert leads into paying customers. Enter sales prospecting: a technique that puts sales reps in the best position to sell through researching potential customers, building relationships with them, and understanding their pain points. The benefits of effective prospecting mean you can:<\/p>\n<h3 class=\"p2\">Constantly feed your sales funnel<\/h3>\n<p class=\"p1\">The sales process can grind to a halt without a pipeline of qualified prospects to work with. The right prospecting strategy will focus on quality and quantity leads, making your monthly, quarterly, or annual sales targets a breeze.<\/p>\n<h3 class=\"p2\">Get in front of your ideal customer<\/h3>\n<p class=\"p1\">Sales prospecting allows you to be more intentional with your sales process. Prospecting generates sales leads who fit your ideal customer profile, giving sales reps control over how they put time and resources into closing. You\u2019ll be better equipped to screen out leads who are unlikely to buy and zone in on the more probable customers.<\/p>\n<h3 class=\"p2\">Establish a relationship with the prospect<\/h3>\n<p class=\"p1\">By going through sales prospecting techniques, such as gathering data to support nurturing leads, sales teams can learn a lot more about their potential customers. Armed with this information, it will be a lot easier for sales reps to build rapport and establish trust.<\/p>\n<h3 class=\"p2\">Increase revenue<\/h3>\n<p class=\"p1\">Consistency is everything in sales, so a strategic approach is critical in generating regular sales leads and having the knowledge and experience to close those leads. The outcome is more sales, more revenue, and more profits.<\/p>\n<h3 class=\"p2\">Create scalable processes<\/h3>\n<p class=\"p1\">With specific sales prospecting strategies, your team can build processes that they can use over and over again. This makes it easy to repeat and scale these processes, especially when onboarding new sales reps.<\/p>\n<h3 class=\"p2\">Collect data to inform future sales strategies<\/h3>\n"},{"acf_fc_layout":"image","image_type":"normal","image":216724,"image_link":""},{"acf_fc_layout":"text","content":"<p class=\"p1\">Sales reps can make data-driven decisions in future sales strategies. You can learn more about the best lead source for maximum sales success or gather data for your product development team about new pain points in the market. Using a sales CRM like monday CRM allows you to handle the store, analyze, and share relevant data with your teams to boost sales cycle productivity and gain an instant overview of your future <a href=\"https:\/\/monday.com\/blog\/crm-and-sales\/sales-pipeline-stages\/\" target=\"_blank\" rel=\"noopener\"><span class=\"s1\">sales pipeline<\/span><\/a>.<\/p>\n<a class=\"cta-button blue-button\" aria-label=\"Try monday CRM\" href=\"https:\/\/auth.monday.com\/p\/crm\/users\/sign_up_new#soft_signup_from_step\" target=\"_self\">Try monday CRM<\/a>\n"}]},{"main_heading":"B2B vs B2C sales prospecting","content_block":[{"acf_fc_layout":"text","content":"<p>We looked at different types of sales prospecting strategies above, and most of them were focused on outbound strategies. Most B2B companies will use outbound prospecting strategies since they\u2019re more accepted in the business world. Things like cold calls and sales emails from one company to another are more likely to be answered than to individual customers.<\/p>\n<p>For B2C sales prospecting, it\u2019s more common for sales reps to rely on inbound strategies since at least that way they already know that a customer is interested in learning more about a product or service.<\/p>\n"}]},{"main_heading":"Sales prospecting tips and best practices","content_block":[{"acf_fc_layout":"text","content":"<p class=\"p1\">The best way to make sure your sales prospecting process is a success is to tailor your strategies to your business. Try a few different strategies to see what works best for leads and your product, and then focus on those to create a repeatable procedure. Use one or a combination of the tips below to make sure you\u2019re employing effective prospecting strategies.<\/p>\n<h3 class=\"p2\">1. Define your buyer persona<\/h3>\n<p class=\"p1\">Sales reps must know their target audience to tailor sales messages, content, and product development to their needs. Before you begin sales prospecting, map these granular details out, including your buyer persona\u2019s location, company size, and industry.<\/p>\n<h3 class=\"p2\">2. Research your prospect<\/h3>\n<p class=\"p1\">Conduct research into your most promising prospects. You want to understand their role in organizational purchasing decisions and learn whether or not they have buying power or if they hold any influence over a direct manager or someone else who does.<\/p>\n<h3 class=\"p2\">3. Learn your prospects\u2019 pain points<\/h3>\n<p class=\"p1\">Discovery phone calls are a chance to listen to your sales leads and uncover their challenges. Ask the right questions and reflect before responding with how your product or service solves the biggest problems.<\/p>\n<h3 class=\"p2\">4. Be aware of sales triggers<\/h3>\n<p class=\"p1\">Sales reps should always be aware of sales triggers for their industry, such as prospect promotions, upcoming trade shows, or corporate mergers. These are prime opportunities for sales prospecting as companies may be interested in new solutions as part of a new digital transformation strategy.<\/p>\n<h3 class=\"p2\">5. Continue to build brand awareness<\/h3>\n<p class=\"p1\">The more you expose potential sales leads to your brand and product, the more likely they will recognize it during sales prospecting. Consider branching out on social media platforms to become known as a trusted leader in your space and automatically draw prospects toward your expertise.<\/p>\n<h3 class=\"p2\">6. Always follow up on your sales prospecting<\/h3>\n<p class=\"p1\">Selling isn\u2019t easy, but persistence is key. You want to make sure you\u2019re following up on messages and calls, but you also want to be aware you\u2019re not being overly pushy. If you\u2019re not progressing a relationship after several attempts, start working on other prospects in the company who might be more receptive to your engagement.<\/p>\n<h3 class=\"p2\">7. Use storytelling<\/h3>\n<p class=\"p1\">Stories are a powerful way to forge human connections. When sales teams do this well, they create a story that speaks to a prospect\u2019s emotional desires. This can be something as simple as a sales rep telling a story about how their product solved the same pain point for other customers.<\/p>\n<a class=\"cta-button blue-button\" aria-label=\"Try monday CRM\" href=\"https:\/\/auth.monday.com\/p\/crm\/users\/sign_up_new#soft_signup_from_step\" target=\"_self\">Try monday CRM<\/a>\n"}]},{"main_heading":"Automation and AI for sales prospecting","content_block":[{"acf_fc_layout":"text","content":"<p class=\"p1\">New artificial intelligence (AI) tools are making it easier and quicker for sales reps to find and nurture prospects. There are many ways sales teams can apply <a href=\"https:\/\/monday.com\/blog\/crm-and-sales\/ai-for-sales-prospecting\/\">AI technologies to enhance their sales prospecting strategies<\/a>, freeing up more time for sales agents to focus on building personal rapport with potential clients. Here are just a few ways AI is changing sales prospecting:<\/p>\n<ul class=\"ul1\">\n<li class=\"li1\"><b>Use AI to trigger automated follow-ups<\/b> by email or another messaging channel to nudge a potential prospect when they haven\u2019t replied<\/li>\n<li class=\"li1\"><b>Create personalized content <\/b>with generative AI to send assets like emails, brochures, and presentations using relevant data points that prospects will relate to<\/li>\n<li class=\"li1\"><b>Generate personalized emails with AI<\/b> to make cold emailing quicker and more customized<\/li>\n<li class=\"li1\"><b>Score incoming leads using AI<\/b> to make it easier to automate prioritization so sales reps can instantly see which prospects to focus on<\/li>\n<li class=\"li1\"><b>Access predictive analytics tools<\/b> to assess data on leads and identify the most promising ones<\/li>\n<li class=\"li1\"><b>Chatbots and <a href=\"https:\/\/monday.com\/blog\/crm-and-sales\/what-is-conversational-ai\/\">conversational AI<\/a><\/b> can help with incoming prospecting by scheduling sales meetings and qualifying prospects in the early stages<\/li>\n<\/ul>\n<p class=\"p1\">A modern sales intelligence platform or a customer relationship management (CRM) software like monday CRM can provide businesses with advanced AI and automation features. With a platform like a CRM, sales teams can work towards a common business goal while keeping track of every prospective customer and focusing their sales efforts on the ones that matter most.<\/p>\n"}]},{"main_heading":"How do you measure sales prospecting success?","content_block":[{"acf_fc_layout":"text","content":"<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p class=\"p1\">There are a lot of different ways teams can track prospecting success, including different metrics that can be used to track progress. Some of the metrics companies can track include:<\/p>\n<ul class=\"ul1\">\n<li class=\"li3\"><span class=\"s1\"><a href=\"https:\/\/monday.com\/blog\/crm-and-sales\/conversion-rate-optimization\/#:~:text=Conversion%20rate%20%3D%20conversions%2Fvisitors%20x,first%20step%20towards%20optimizing%20it.\" target=\"_blank\" rel=\"noopener\"><span class=\"s2\">Conversion rate<\/span><\/a><\/span><span class=\"s3\"><br \/>\n<\/span><\/li>\n<li class=\"li1\">Activity metrics such as calls or emails per day<\/li>\n<li class=\"li3\"><span class=\"s1\"><a href=\"https:\/\/monday.com\/blog\/crm-and-sales\/sales-qualified-leads-sql\/\" target=\"_blank\" rel=\"noopener\"><span class=\"s2\">Sales Qualified Leads (SQLs)<\/span><\/a><\/span><span class=\"s3\"> generated<br \/>\n<\/span><\/li>\n<li class=\"li1\">Booked meetings<\/li>\n<li class=\"li1\">Response rate to outreach by email or phone<\/li>\n<\/ul>\n<p class=\"p1\">To accurately measure your sales prospecting rates, you can also divide your acquired leads by the prospects you contacted and then multiply by 100.<\/p>\n<p class=\"p1\">For example, if your sales teams contacted had 200 leads this month, narrowed down the list of prospective clients to 100, and then contacted 50, you\u2019d have a sales prospecting rate of 25%.<\/p>\n<p>As a general rule, <a href=\"https:\/\/monday.com\/blog\/crm-and-sales\/sales-prospecting-software\/\">sales prospecting software<\/a> can help you organize and measure all your prospecting efforts, for better results every quarter.<\/p>\n"}]},{"main_heading":"Enrich your sales prospecting with monday CRM","content_block":[{"acf_fc_layout":"text","content":"<p class=\"p1\">If you\u2019re looking for a flexible and intuitive way to manage your sales cycles, then <a href=\"https:\/\/monday.com\/crm\" target=\"_blank\" rel=\"noopener\"><span class=\"s1\">monday CRM<\/span><\/a> is the solution that sales teams love to use. As a fully customizable platform that provides robust capabilities to handle complex workflows with an intuitive, easy-to-use platform, monday CRM can handle your team\u2019s sales prospecting needs.<\/p>\n<p class=\"p1\">Packed with AI features that make it ideal for automating prospecting messaging and boosting productivity, monday CRM empowers teams to work smarter without working harder. Sales teams can rely on monday CRM to work collaboratively towards a common business goal while successfully dividing workloads to focus on nurturing prospective clients.<\/p>\n<p class=\"p1\">Let\u2019s take a closer look at some of monday CRM\u2019s sales prospecting features.<\/p>\n<h3 class=\"p1\">Customizable dashboards<\/h3>\n"},{"acf_fc_layout":"image","image_type":"normal","image":215650,"image_link":""},{"acf_fc_layout":"text","content":"<p class=\"p1\">Add the columns you need to your boards, from expected revenue to team performance, critical files, docs, and more. Choose from 27 different work views such as Calendar, Timeline, Table, Chart, and others, and switch between views as needed.<\/p>\n<h3 class=\"p2\">200+ app integrations<\/h3>\n"},{"acf_fc_layout":"image","image_type":"normal","image":215664,"image_link":""},{"acf_fc_layout":"text","content":"<p class=\"p1\">Connect monday CRM with your favorite sales tools like Slack, LinkedIn, Excel, or Google Drive to provide seamless communication and messaging. Trigger workflows and synchronize data across applications so that you\u2019re always notified when there\u2019s an update with a lead or prospect.<\/p>\n<h3 class=\"p2\"><b>AI-powered automation tools<\/b><\/h3>\n"},{"acf_fc_layout":"image","image_type":"normal","image":215657,"image_link":""},{"acf_fc_layout":"text","content":"<p class=\"p1\">monday CRM uses AI to power no-code automations, meaning you can set up automated workflows in just a few clicks. AI can help sales reps with a range of activities, from generating call summaries to scoring incoming leads and even writing emails, making sales prospecting processes less time-consuming and more productive.<\/p>\n<h3 class=\"p2\">Lead scoring<\/h3>\n"},{"acf_fc_layout":"image","image_type":"normal","image":215643,"image_link":""},{"acf_fc_layout":"text","content":"<p class=\"p1\">Score incoming leads and add visual cues on your boards to instantly see which potential customers to focus on. To save time, you can set custom criteria and parameters to automatically score new leads.<\/p>\n<a class=\"cta-button blue-button\" aria-label=\"Try monday CRM\" href=\"https:\/\/auth.monday.com\/p\/crm\/users\/sign_up_new#soft_signup_from_step\" target=\"_self\">Try monday CRM<\/a>\n<p>&nbsp;<\/p>\n<p>Prospecting in sales allows you to nurture those leads and turn the best ones into paying customers that will drive revenue for your company. For greater success, hook your sales teams up with the right CRM tool, like monday CRM, to boost your prospecting efforts with AI-led automation and gain clarity on your sales pipeline.<\/p>\n<div class=\"accordion faq\" id=\"faq-1\">\n  <h2 class=\"accordion__heading section-title text-left\">FAQs<\/h2>\n    <div class=\"accordion__item\">\n    <a class=\"accordion__button d-block\" data-toggle=\"collapse\" data-parent=\"#faq-1\" href=\"#q-1-1\"\n      aria-expanded=\"false\">\n      <h3 class=\"accordion__question\">What is prospecting in sales?        <svg class=\"angle-arrow angle-arrow--down\" width=\"32\" height=\"32\" viewBox=\"0 0 32 32\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n          <path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M16.5303 20.8839C16.2374 21.1768 15.7626 21.1768 15.4697 20.8839L7.82318 13.2374C7.53029 12.9445 7.53029 12.4697 7.82318 12.1768L8.17674 11.8232C8.46963 11.5303 8.9445 11.5303 9.2374 11.8232L16 18.5858L22.7626 11.8232C23.0555 11.5303 23.5303 11.5303 23.8232 11.8232L24.1768 12.1768C24.4697 12.4697 24.4697 12.9445 24.1768 13.2374L16.5303 20.8839Z\" fill=\"black\"\/>\n        <\/svg>\n      <\/h3>\n    <\/a>\n    <div id=\"q-1-1\" class=\"accordion__answer collapse collapse--md\" data-parent=\"#faq-1\">\n      <p>Prospecting is the sales process of identifying potential sales leads, researching their organization, and determining whether they have a need that aligns with your product or service.<\/p>\n    <\/div>\n  <\/div>\n    <div class=\"accordion__item\">\n    <a class=\"accordion__button d-block\" data-toggle=\"collapse\" data-parent=\"#faq-1\" href=\"#q-1-2\"\n      aria-expanded=\"false\">\n      <h3 class=\"accordion__question\">How can you move prospects through the sales cycle?        <svg class=\"angle-arrow angle-arrow--down\" width=\"32\" height=\"32\" viewBox=\"0 0 32 32\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n          <path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M16.5303 20.8839C16.2374 21.1768 15.7626 21.1768 15.4697 20.8839L7.82318 13.2374C7.53029 12.9445 7.53029 12.4697 7.82318 12.1768L8.17674 11.8232C8.46963 11.5303 8.9445 11.5303 9.2374 11.8232L16 18.5858L22.7626 11.8232C23.0555 11.5303 23.5303 11.5303 23.8232 11.8232L24.1768 12.1768C24.4697 12.4697 24.4697 12.9445 24.1768 13.2374L16.5303 20.8839Z\" fill=\"black\"\/>\n        <\/svg>\n      <\/h3>\n    <\/a>\n    <div id=\"q-1-2\" class=\"accordion__answer collapse collapse--md\" data-parent=\"#faq-1\">\n      <p>The sales pipeline consists of six stages: prospecting, nurturing, qualifying, product demo, proposal, and closing. To move prospects through the sales cycle, sales reps should make sure they\u2019re dealing with a decision-maker, and ensure their product or service aligns with the prospect\u2019s specific pain points. From here, it should be an open goal to position your offering as the solution and close the sale.<\/p>\n    <\/div>\n  <\/div>\n    <div class=\"accordion__item\">\n    <a class=\"accordion__button d-block\" data-toggle=\"collapse\" data-parent=\"#faq-1\" href=\"#q-1-3\"\n      aria-expanded=\"false\">\n      <h3 class=\"accordion__question\">Which CRM options assist with sales prospecting?        <svg class=\"angle-arrow angle-arrow--down\" width=\"32\" height=\"32\" viewBox=\"0 0 32 32\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n          <path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M16.5303 20.8839C16.2374 21.1768 15.7626 21.1768 15.4697 20.8839L7.82318 13.2374C7.53029 12.9445 7.53029 12.4697 7.82318 12.1768L8.17674 11.8232C8.46963 11.5303 8.9445 11.5303 9.2374 11.8232L16 18.5858L22.7626 11.8232C23.0555 11.5303 23.5303 11.5303 23.8232 11.8232L24.1768 12.1768C24.4697 12.4697 24.4697 12.9445 24.1768 13.2374L16.5303 20.8839Z\" fill=\"black\"\/>\n        <\/svg>\n      <\/h3>\n    <\/a>\n    <div id=\"q-1-3\" class=\"accordion__answer collapse collapse--md\" data-parent=\"#faq-1\">\n      <p>Many CRMs on the market can help sales teams with prospecting. When considering different software options, it\u2019s important to select a platform that\u2019s both flexible and equipped with the right features to scale as your team grows. monday CRM includes tons of features that can assist with sales prospecting and has a straightforward interface that makes onboarding a breeze.<\/p>\n    <\/div>\n  <\/div>\n    <div class=\"accordion__item\">\n    <a class=\"accordion__button d-block\" data-toggle=\"collapse\" data-parent=\"#faq-1\" href=\"#q-1-4\"\n      aria-expanded=\"false\">\n      <h3 class=\"accordion__question\">What is an example of a sales prospect?        <svg class=\"angle-arrow angle-arrow--down\" width=\"32\" height=\"32\" viewBox=\"0 0 32 32\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n          <path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M16.5303 20.8839C16.2374 21.1768 15.7626 21.1768 15.4697 20.8839L7.82318 13.2374C7.53029 12.9445 7.53029 12.4697 7.82318 12.1768L8.17674 11.8232C8.46963 11.5303 8.9445 11.5303 9.2374 11.8232L16 18.5858L22.7626 11.8232C23.0555 11.5303 23.5303 11.5303 23.8232 11.8232L24.1768 12.1768C24.4697 12.4697 24.4697 12.9445 24.1768 13.2374L16.5303 20.8839Z\" fill=\"black\"\/>\n        <\/svg>\n      <\/h3>\n    <\/a>\n    <div id=\"q-1-4\" class=\"accordion__answer collapse collapse--md\" data-parent=\"#faq-1\">\n      <p>A sales prospect goes a step beyond a lead and is someone who has shown interest in getting more information about your product or service. For example, an individual or business who downloads a white paper or attends a webinar.<\/p>\n    <\/div>\n  <\/div>\n    <div class=\"accordion__item\">\n    <a class=\"accordion__button d-block\" data-toggle=\"collapse\" data-parent=\"#faq-1\" href=\"#q-1-5\"\n      aria-expanded=\"false\">\n      <h3 class=\"accordion__question\">What is a SQL and how is it important?        <svg class=\"angle-arrow angle-arrow--down\" width=\"32\" height=\"32\" viewBox=\"0 0 32 32\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n          <path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M16.5303 20.8839C16.2374 21.1768 15.7626 21.1768 15.4697 20.8839L7.82318 13.2374C7.53029 12.9445 7.53029 12.4697 7.82318 12.1768L8.17674 11.8232C8.46963 11.5303 8.9445 11.5303 9.2374 11.8232L16 18.5858L22.7626 11.8232C23.0555 11.5303 23.5303 11.5303 23.8232 11.8232L24.1768 12.1768C24.4697 12.4697 24.4697 12.9445 24.1768 13.2374L16.5303 20.8839Z\" fill=\"black\"\/>\n        <\/svg>\n      <\/h3>\n    <\/a>\n    <div id=\"q-1-5\" class=\"accordion__answer collapse collapse--md\" data-parent=\"#faq-1\">\n      <p>A sales qualified lead, or SQL, is a prospect who has been vetted and has a high likelihood of turning into a customer. They might show clear buying intent that makes them a prime candidate for focused sales prospecting efforts.<\/p>\n    <\/div>\n  <\/div>\n  <script type='application\/ld+json'>{\n    \"@context\": \"https:\\\/\\\/schema.org\",\n    \"@type\": \"FAQPage\",\n    \"mainEntity\": [\n        {\n            \"@type\": \"Question\",\n            \"name\": \"What is prospecting in sales?\",\n            \"acceptedAnswer\": {\n                \"@type\": \"Answer\",\n                \"text\": \"<p>Prospecting is the sales process of identifying potential sales leads, researching their organization, and determining whether they have a need that aligns with your product or service.<\\\/p>\\n\"\n            }\n        },\n        {\n            \"@type\": \"Question\",\n            \"name\": \"How can you move prospects through the sales cycle?\",\n            \"acceptedAnswer\": {\n                \"@type\": \"Answer\",\n                \"text\": \"<p>The sales pipeline consists of six stages: prospecting, nurturing, qualifying, product demo, proposal, and closing. To move prospects through the sales cycle, sales reps should make sure they\\u2019re dealing with a decision-maker, and ensure their product or service aligns with the prospect\\u2019s specific pain points. From here, it should be an open goal to position your offering as the solution and close the sale.<\\\/p>\\n\"\n            }\n        },\n        {\n            \"@type\": \"Question\",\n            \"name\": \"Which CRM options assist with sales prospecting?\",\n            \"acceptedAnswer\": {\n                \"@type\": \"Answer\",\n                \"text\": \"<p>Many CRMs on the market can help sales teams with prospecting. When considering different software options, it\\u2019s important to select a platform that\\u2019s both flexible and equipped with the right features to scale as your team grows. monday CRM includes tons of features that can assist with sales prospecting and has a straightforward interface that makes onboarding a breeze.<\\\/p>\\n\"\n            }\n        },\n        {\n            \"@type\": \"Question\",\n            \"name\": \"What is an example of a sales prospect?\",\n            \"acceptedAnswer\": {\n                \"@type\": \"Answer\",\n                \"text\": \"<p>A sales prospect goes a step beyond a lead and is someone who has shown interest in getting more information about your product or service. For example, an individual or business who downloads a white paper or attends a webinar.<\\\/p>\\n\"\n            }\n        },\n        {\n            \"@type\": \"Question\",\n            \"name\": \"What is a SQL and how is it important?\",\n            \"acceptedAnswer\": {\n                \"@type\": \"Answer\",\n                \"text\": \"<p>A sales qualified lead, or SQL, is a prospect who has been vetted and has a high likelihood of turning into a customer. They might show clear buying intent that makes them a prime candidate for focused sales prospecting efforts.<\\\/p>\\n\"\n            }\n        }\n    ]\n}<\/script><\/div>\n\n"}]}]}],"hide_time_to_read":false,"disclaimer":"","cornerstone_hero_cta_override":{"label":"","url":""},"post_date":"20250420","parse_from_google_doc":false,"show_contact_sales_button":"default","custom_header_banner":false,"menu_cta_override":{"label":"","url":""},"override_contact_sales_label":"","override_contact_sales_url":"","show_sidebar_sticky_banner":false},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.6 (Yoast SEO v26.6) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Sales Prospecting: How To Expand Your Customer Base With AI<\/title>\n<meta name=\"description\" content=\"Sales prospecting tools help target ideal buyers and strengthen your 2026 pipeline. Learn which features drive results. Start improving today\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/monday.com\/blog\/crm-and-sales\/sales-prospecting\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to expand your customer base with sales prospecting\" \/>\n<meta property=\"og:description\" content=\"Sales prospecting tools help target ideal buyers and strengthen your 2026 pipeline. Learn which features drive results. Start improving today\" \/>\n<meta property=\"og:url\" content=\"https:\/\/monday.com\/blog\/crm-and-sales\/sales-prospecting\/\" \/>\n<meta property=\"og:site_name\" content=\"monday.com Blog\" \/>\n<meta property=\"article:published_time\" content=\"2022-11-21T14:50:50+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-02-06T14:11:44+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/11\/Sales-prospecting.png\" \/>\n\t<meta property=\"og:image:width\" content=\"4776\" \/>\n\t<meta property=\"og:image:height\" content=\"2388\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Sean O&#039;Connor\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Sean O&#039;Connor\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"9 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/monday.com\/blog\/crm-and-sales\/sales-prospecting\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/monday.com\/blog\/crm-and-sales\/sales-prospecting\/\"},\"author\":{\"name\":\"Sean O'Connor\",\"@id\":\"https:\/\/monday.com\/blog\/#\/schema\/person\/2af9116fd41597bd07fdde2e9d6e6b2c\"},\"headline\":\"How to expand your customer base with sales prospecting\",\"datePublished\":\"2022-11-21T14:50:50+00:00\",\"dateModified\":\"2026-02-06T14:11:44+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/monday.com\/blog\/crm-and-sales\/sales-prospecting\/\"},\"wordCount\":1948,\"publisher\":{\"@id\":\"https:\/\/monday.com\/blog\/#organization\"},\"image\":{\"@id\":\"https:\/\/monday.com\/blog\/crm-and-sales\/sales-prospecting\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/11\/Sales-prospecting.png\",\"articleSection\":[\"CRM and sales\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/monday.com\/blog\/crm-and-sales\/sales-prospecting\/\",\"url\":\"https:\/\/monday.com\/blog\/crm-and-sales\/sales-prospecting\/\",\"name\":\"Sales Prospecting: How To Expand Your Customer Base With AI\",\"isPartOf\":{\"@id\":\"https:\/\/monday.com\/blog\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/monday.com\/blog\/crm-and-sales\/sales-prospecting\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/monday.com\/blog\/crm-and-sales\/sales-prospecting\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/11\/Sales-prospecting.png\",\"datePublished\":\"2022-11-21T14:50:50+00:00\",\"dateModified\":\"2026-02-06T14:11:44+00:00\",\"description\":\"Sales prospecting tools help target ideal buyers and strengthen your 2026 pipeline. Learn which features drive results. Start improving today\",\"breadcrumb\":{\"@id\":\"https:\/\/monday.com\/blog\/crm-and-sales\/sales-prospecting\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/monday.com\/blog\/crm-and-sales\/sales-prospecting\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/monday.com\/blog\/crm-and-sales\/sales-prospecting\/#primaryimage\",\"url\":\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/11\/Sales-prospecting.png\",\"contentUrl\":\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/11\/Sales-prospecting.png\",\"width\":4776,\"height\":2388,\"caption\":\"How to expand your customer base with sales prospecting\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/monday.com\/blog\/crm-and-sales\/sales-prospecting\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/monday.com\/blog\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"CRM and sales\",\"item\":\"https:\/\/monday.com\/blog\/crm-and-sales\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"How to expand your customer base with sales prospecting\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/monday.com\/blog\/#website\",\"url\":\"https:\/\/monday.com\/blog\/\",\"name\":\"monday.com Blog\",\"description\":\"\",\"publisher\":{\"@id\":\"https:\/\/monday.com\/blog\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/monday.com\/blog\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/monday.com\/blog\/#organization\",\"name\":\"monday.com Blog\",\"url\":\"https:\/\/monday.com\/blog\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/monday.com\/blog\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/res.cloudinary.com\/monday-blogs\/fl_lossy,f_auto,q_auto\/wp-blog\/2020\/12\/monday.com-logo-1.png\",\"contentUrl\":\"https:\/\/res.cloudinary.com\/monday-blogs\/fl_lossy,f_auto,q_auto\/wp-blog\/2020\/12\/monday.com-logo-1.png\",\"width\":200,\"height\":200,\"caption\":\"monday.com Blog\"},\"image\":{\"@id\":\"https:\/\/monday.com\/blog\/#\/schema\/logo\/image\/\"}},{\"@type\":\"Person\",\"@id\":\"https:\/\/monday.com\/blog\/#\/schema\/person\/2af9116fd41597bd07fdde2e9d6e6b2c\",\"name\":\"Sean O'Connor\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/monday.com\/blog\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2025\/09\/Sean-OConnor-Bio-Image-150x150.jpg\",\"contentUrl\":\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2025\/09\/Sean-OConnor-Bio-Image-150x150.jpg\",\"caption\":\"Sean O'Connor\"},\"description\":\"Sean is a vastly experienced content specialist with more than 15 years of expertise in shaping strategies that improve productivity and collaboration. He writes about digital workflows, project management, and the tools that make modern teams thrive. Sean\u2019s passion lies in creating engaging content that helps businesses unlock new levels of efficiency and growth.\",\"sameAs\":[\"https:\/\/neongorilla.co.uk\/\",\"https:\/\/www.linkedin.com\/in\/sean-o-connor-2a448a5a\/\"],\"jobTitle\":\"Content specialist and digital workflows writer\",\"url\":\"https:\/\/monday.com\/blog\/author\/sean-from-neon-gorillas\/\"}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Sales Prospecting: How To Expand Your Customer Base With AI","description":"Sales prospecting tools help target ideal buyers and strengthen your 2026 pipeline. Learn which features drive results. Start improving today","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/monday.com\/blog\/crm-and-sales\/sales-prospecting\/","og_locale":"en_US","og_type":"article","og_title":"How to expand your customer base with sales prospecting","og_description":"Sales prospecting tools help target ideal buyers and strengthen your 2026 pipeline. Learn which features drive results. Start improving today","og_url":"https:\/\/monday.com\/blog\/crm-and-sales\/sales-prospecting\/","og_site_name":"monday.com Blog","article_published_time":"2022-11-21T14:50:50+00:00","article_modified_time":"2026-02-06T14:11:44+00:00","og_image":[{"width":4776,"height":2388,"url":"https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/11\/Sales-prospecting.png","type":"image\/png"}],"author":"Sean O'Connor","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Sean O'Connor","Est. reading time":"9 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/monday.com\/blog\/crm-and-sales\/sales-prospecting\/#article","isPartOf":{"@id":"https:\/\/monday.com\/blog\/crm-and-sales\/sales-prospecting\/"},"author":{"name":"Sean O'Connor","@id":"https:\/\/monday.com\/blog\/#\/schema\/person\/2af9116fd41597bd07fdde2e9d6e6b2c"},"headline":"How to expand your customer base with sales prospecting","datePublished":"2022-11-21T14:50:50+00:00","dateModified":"2026-02-06T14:11:44+00:00","mainEntityOfPage":{"@id":"https:\/\/monday.com\/blog\/crm-and-sales\/sales-prospecting\/"},"wordCount":1948,"publisher":{"@id":"https:\/\/monday.com\/blog\/#organization"},"image":{"@id":"https:\/\/monday.com\/blog\/crm-and-sales\/sales-prospecting\/#primaryimage"},"thumbnailUrl":"https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/11\/Sales-prospecting.png","articleSection":["CRM and sales"],"inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/monday.com\/blog\/crm-and-sales\/sales-prospecting\/","url":"https:\/\/monday.com\/blog\/crm-and-sales\/sales-prospecting\/","name":"Sales Prospecting: How To Expand Your Customer Base With AI","isPartOf":{"@id":"https:\/\/monday.com\/blog\/#website"},"primaryImageOfPage":{"@id":"https:\/\/monday.com\/blog\/crm-and-sales\/sales-prospecting\/#primaryimage"},"image":{"@id":"https:\/\/monday.com\/blog\/crm-and-sales\/sales-prospecting\/#primaryimage"},"thumbnailUrl":"https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/11\/Sales-prospecting.png","datePublished":"2022-11-21T14:50:50+00:00","dateModified":"2026-02-06T14:11:44+00:00","description":"Sales prospecting tools help target ideal buyers and strengthen your 2026 pipeline. Learn which features drive results. Start improving today","breadcrumb":{"@id":"https:\/\/monday.com\/blog\/crm-and-sales\/sales-prospecting\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/monday.com\/blog\/crm-and-sales\/sales-prospecting\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/monday.com\/blog\/crm-and-sales\/sales-prospecting\/#primaryimage","url":"https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/11\/Sales-prospecting.png","contentUrl":"https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/11\/Sales-prospecting.png","width":4776,"height":2388,"caption":"How to expand your customer base with sales prospecting"},{"@type":"BreadcrumbList","@id":"https:\/\/monday.com\/blog\/crm-and-sales\/sales-prospecting\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/monday.com\/blog\/"},{"@type":"ListItem","position":2,"name":"CRM and sales","item":"https:\/\/monday.com\/blog\/crm-and-sales\/"},{"@type":"ListItem","position":3,"name":"How to expand your customer base with sales prospecting"}]},{"@type":"WebSite","@id":"https:\/\/monday.com\/blog\/#website","url":"https:\/\/monday.com\/blog\/","name":"monday.com Blog","description":"","publisher":{"@id":"https:\/\/monday.com\/blog\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/monday.com\/blog\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/monday.com\/blog\/#organization","name":"monday.com Blog","url":"https:\/\/monday.com\/blog\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/monday.com\/blog\/#\/schema\/logo\/image\/","url":"https:\/\/res.cloudinary.com\/monday-blogs\/fl_lossy,f_auto,q_auto\/wp-blog\/2020\/12\/monday.com-logo-1.png","contentUrl":"https:\/\/res.cloudinary.com\/monday-blogs\/fl_lossy,f_auto,q_auto\/wp-blog\/2020\/12\/monday.com-logo-1.png","width":200,"height":200,"caption":"monday.com Blog"},"image":{"@id":"https:\/\/monday.com\/blog\/#\/schema\/logo\/image\/"}},{"@type":"Person","@id":"https:\/\/monday.com\/blog\/#\/schema\/person\/2af9116fd41597bd07fdde2e9d6e6b2c","name":"Sean O'Connor","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/monday.com\/blog\/#\/schema\/person\/image\/","url":"https:\/\/monday.com\/blog\/wp-content\/uploads\/2025\/09\/Sean-OConnor-Bio-Image-150x150.jpg","contentUrl":"https:\/\/monday.com\/blog\/wp-content\/uploads\/2025\/09\/Sean-OConnor-Bio-Image-150x150.jpg","caption":"Sean O'Connor"},"description":"Sean is a vastly experienced content specialist with more than 15 years of expertise in shaping strategies that improve productivity and collaboration. He writes about digital workflows, project management, and the tools that make modern teams thrive. Sean\u2019s passion lies in creating engaging content that helps businesses unlock new levels of efficiency and growth.","sameAs":["https:\/\/neongorilla.co.uk\/","https:\/\/www.linkedin.com\/in\/sean-o-connor-2a448a5a\/"],"jobTitle":"Content specialist and digital workflows writer","url":"https:\/\/monday.com\/blog\/author\/sean-from-neon-gorillas\/"}]}},"auth_debug":{"user_exists":false,"user_id":0,"user_login":null,"roles":[],"authenticated":false,"get_current_user_id":0},"_links":{"self":[{"href":"https:\/\/monday.com\/blog\/wp-json\/wp\/v2\/posts\/112326","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/monday.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/monday.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/monday.com\/blog\/wp-json\/wp\/v2\/users\/295"}],"replies":[{"embeddable":true,"href":"https:\/\/monday.com\/blog\/wp-json\/wp\/v2\/comments?post=112326"}],"version-history":[{"count":38,"href":"https:\/\/monday.com\/blog\/wp-json\/wp\/v2\/posts\/112326\/revisions"}],"predecessor-version":[{"id":303518,"href":"https:\/\/monday.com\/blog\/wp-json\/wp\/v2\/posts\/112326\/revisions\/303518"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/monday.com\/blog\/wp-json\/wp\/v2\/media\/225472"}],"wp:attachment":[{"href":"https:\/\/monday.com\/blog\/wp-json\/wp\/v2\/media?parent=112326"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/monday.com\/blog\/wp-json\/wp\/v2\/categories?post=112326"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/monday.com\/blog\/wp-json\/wp\/v2\/tags?post=112326"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}