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How to set appointments for software companies: 5 proven tips

Vladislav Podolyako
Author
Vladislav Podolyako
Richard Crjijevschii
Reviewed by
Richard Crjijevschii
Published:2024-01-16
Reading time:7 min
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You're a marketer on a mission, fueled by the burning desire to create a lead generation funnel that nurtures buying intent and transforms it into opportunities.

Your challenge? To adopt the classic funnel to the company's reality and set up goals and conversion rates from step to step that you want to follow as KPIs.

We’ve put together the ultimate guide to help you achieve just that. You’ll learn how to build and optimize B2B lead generation funnels from TOFU to BOFU.

Let’s begin.

What is the difference between a B2B funnel and a B2C funnel?

Right off the bat, you’ll probably mention long sales cycles, which is correct. But there are more distinctions between B2B and B2C funnels.

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To sum up, a B2B funnel focuses on building long-lasting relationships with multiple decision-makers through highly customized marketing campaigns. On the other hand, a B2C funnel is more straightforward, aiming to capture individual consumers’ attention and drive immediate purchases.

Note: Boost your sales and ROI with Belkins experts. Belkins’s all-in-one intelligent safety solution has been rated #1 by Money.com, Forbes, Tech Radar, and more. Book a call and secure your potential leads.

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Numbers show the conversion rate for a TOFU metric like “lead to closed-won” is only 0.02%. In contrast, the lead generation conversion rates for later stages stand at an impressi

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Now, let’s delve into the intricacies of creating a B2B funnel, step by step. Now, let’s delve into the intricacies of creating a B2B funnel, step by step. Now, let’s delve into the intricacies of creating a B2B funnel, step by step. Numbers show the conversion rate for a TOFU metric like “lead to closed-won” is only 0.02%. In contrast, the lead generation conversion rates for later stages stand at an impressi

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How to create a B2B funnel

In the following sections, you’ll explore the 3 primary stages of a B2B lead generation funnel — TOFU, MOFU, and BOFU. In the end, you’ll know tactics to employ to create awareness, drive B2B opportunities, and nurture leads.

 

Stage 1. TOFU (top of the funnel)

Your first stage of the B2B lead funnel is TOFU. It’s all about creating awareness and getting the attention of potential leads. This means your goal is to drive organic/paid traffic and foster your brand recognition.

Numbers show the conversion rate for a TOFU metric like “lead to closed-won” is only 0.02%. In contrast, the lead generation conversion rates for later stages stand at an impressive 37% in the B2B context.

So, let’s learn step-by-step how to build the TOFU stage to create awareness and make people want to know more about your products/services.

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We’ll start from the basics because if a marketer neglects them, all further marketing efforts will flop.

Your challenges

Our solutions

Extended sales cycles

On average, it takes 62 personalized touchpoints to engage each lead and keep their interest before they are ready to buy.

We help qualified leads progress quickly through the sales pipeline using a consistent method that incorporates the best-performing channels.

When appointment setting is stuck due to lengthy cycles, we also focus on broadening the target market and expanding outreach to other verticals and regions.


Related case study: Industrial bulk packaging company

Traditional lead gen channels (referrals, conferences) fail to meet the quota

Rather than using channels that underperform in manufacturing, we optimize traditional strategies to enhance their effectiveness, creating a robust blend of digital channels tailored to your specific market. For example, we implemented a targeted event campaign to engage decision-makers through their preferred channels before a conference, resulting in 135 in-person meetings over 7 months.

Related case study: Medical technology company

Complex decision-making process that involves multiple stakeholders

We employ a strategy that targets stakeholders based on revenue potential. Our team analyzes a wide range of titles and tests various approaches to craft a tailored value proposition for each stakeholder.


Related case study: Hyper-niche pump manufacturing company

Generic messages with oversimplified technical nuances

Our team excels at diving into the technical details when necessary. We conduct thorough product research and employ an account-based approach, tailoring our messaging based on each prospect's role, tech expertise, and ultimate needs.

Related case study: Thermal management solutions company

 

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Vladislav Podolyako
Author
Vladislav Podolyako
Co-founder and CEO of Belkins and Folderly
Vlad’s an expert in the areas of culture transformation and leadership development, B2B sales, and marketing. He spent more than 10 years building technology products, has a background in communication networks and electronic device engineering.
Richard Crjijevschii
Expert
Richard Crjijevschii
Sales Team Lead at Belkins
Richard is a sales professional with a strong track record and experience in driving enterprise-level customer relationships and leading cross-functional teams. Since 2015, he consistently maximizes sales opportunities across SaaS, Software Development, Ads and Marketing, Engineering, and other sectors.