phone sales tips

5 phone sales tips for closing bigger and faster

Lucid Content

Reading time: about 3 min


  • Sales

Sales is a tough profession—and it only gets more difficult when you’re depending on phone/cold calls in order to get your face-to-face meetings. However, knowing how to engage someone over the phone without face-to-face interaction is crucial, and it's a skill that takes time and patience to develop. Wondering how to sell over the phone more efficiently? Check out the suggestions below.

1. Demonstrate value

Don’t sell features, sell value. Make it easy for your prospect to understand the benefit your product/service provides. 

Stop talking and actually listen to the customer. When you do, you can better understand the problem to be solved so you know how to position your product/service. Then use storytelling to effectively sell the value.

2. Develop customized phone sales techniques

Remember the adage “the road to hell is paved with good intentions?” Same goes for the “tried-and-true” scales script your predecessors left behind when they found a better job.

Why recycle the same thing? Take initiative by developing your own client-centric scripts for various products/services. Customize your templates to speak candidly to audiences who actually want to hear what you have to say.

For more tips, read our blog post on cold calling and develop a powerful sales script of your own.

Learn more

3. Seize the power of positive thinking

It may surprise you, but studies show that positive attitudes and excitable tones can dramatically increase the success of over-the-phone sales. One of the best phone sales tips is to simply examine how you come off in conversations with prospects.

Be enthusiastic, passionate about your product/service, and confident. Start the conversation with a positive comment, and don’t be afraid to have a sense of humor. Remain polite, honest, and personal throughout the conversation.

Even in sales, people don’t buy products and services—they buy relationships with businesses. A little positivity can go a long way in establishing successful relationships.

4. Do not trash-talk your competition

While it may seem like a savvy positioning tactic, avoid speaking ill of competitors during your sales call. Besides running a risk of being accused for libelous slander, it actually just makes you look as bad as your competition.

Remember the playground comebacks of "it takes one to know one" and "I am rubber, you are glue"? Research shows that due to a psychological phenomenon called spontaneous trait transfer, when you badmouth your competitor, your prospect puts those same traits back on you.

Instead, when a prospect asks about your competitors, say something inoffensive like “I can’t speak to what they do—I represent [your company] and this is what we offer.”

5. Do your homework first

This last tip is probably the pinnacle of all phone sales techniques: ensure that you’re prepared for every call. Prepare mentally by defining the purpose of your call, crafting and reviewing your script (use the template below to get started), and coming up with a routine so you’re comfortable on the call.  Practice your tone—you might even want to record yourself so you can make notes of where you can improve.

sales script template
Conversation tree (Click on image to modify online)

Qualify each lead, find out who the decision-makers are, and prepare your statistics. You can use account maps to map out the entire organization and determine your blockers, champions, decision-makers, etc.

account map example

Learning how to sell over the phone has a steep learning curve. Lucidchart can help streamline the process, and just remember that practice makes perfect! Sign up for an account now to document best practices and keep track of decision-makers in our intelligent diagramming application.

About Lucidchart

Lucidchart, a cloud-based intelligent diagramming application, is a core component of Lucid Software's Visual Collaboration Suite. This intuitive, cloud-based solution empowers teams to collaborate in real-time to build flowcharts, mockups, UML diagrams, customer journey maps, and more. Lucidchart propels teams forward to build the future faster. Lucid is proud to serve top businesses around the world, including customers such as Google, GE, and NBC Universal, and 99% of the Fortune 500. Lucid partners with industry leaders, including Google, Atlassian, and Microsoft. Since its founding, Lucid has received numerous awards for its products, business, and workplace culture. For more information, visit

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