
Szigmund Kálmán
Retention Specialist
Managing a remote or hybrid team brings new challenges—but also powerful opportunities. In this resource, we break down proven methods to build trust, improve communication, and drive results in a digital workplace.
1. Understand Your Ideal Customer Profile (ICP)
Consistency wins deals, and automation keeps you on track.
✅ Set up follow-up sequences in your CRM.
✅ Personalize each touchpoint with the contact’s context.
✅ Mix emails, calls, and social DMs to stay top of mind.
How to Overcome It:
Your close rate is too low.
🔹 Track Where Deals Drop Off – Use CRM analytics to identify patterns.
🔹 Improve Discovery Calls – Ask better questions and listen more.
🔹 Revisit Your Offer – Make sure it aligns with prospect pain points.
💡 Pro Tip: Roleplay your pitch weekly to spot weak points and sharpen delivery.
2. Build a High-Performance Sales Funnel
Fast-growing companies scale faster with a funnel built on data—not gut feeling.
🔹 Top – Use analytics tools to track ad performance.
🔹 Middle – Monitor open, click, and reply rates across emails.
🔹 Bottom – Track conversion rates and average time to close.
💡 Pro Tip: Set KPIs for each funnel stage and adjust weekly.

3. Master the Art of Follow-Ups
Not hearing back? Switch the channel.
✅ Try LinkedIn – Send a voice message or comment on their post.
✅ Send a personalized video – Short and to the point.
✅ Use SMS – With permission, it boosts open rates.
🚀 Example: “Hey [Name], just sent you a quick video walking through how we can help with [pain point]. Let me know if it resonates.”
4. Leverage Sales Automation & AI
Boost close rates by working smarter—not harder.
🔹 Predictive analytics – See which leads are most likely to buy.
🔹 Sales playbooks – Auto-suggest actions based on deal stage.
🔹 AI call coaching – Get real-time prompts during calls.
💡 Recommended Tool: Gong.io’s AI analyzes conversations and provides coaching tips to win more deals.
5. Handle Objections Like a Pro
Rejection isn’t personal—it's a sign to dig deeper.
🚀 Common objections & how to handle them:
❌ “This seems complicated.” → “Let’s walk through it together step-by-step.”
❌ “We don’t have buy-in from leadership.” → “Would it help if I joined your next meeting to answer their concerns?”
❌ “We’re already solving this another way.” → “What’s working well—and what’s not?”
💡 Pro Tip: Empathize first, then clarify with a question. It shows you care.