Applies to: Agencies selling to existing businesses
How should I pitch Votel to a prospect who already uses another CRM?
Votel recommends not asking the client to switch what they already do. People and staff resist switching and will complain. The best way to close a client is to augment and enhance what they already do.
Open with questions such as whether they already have a 24/7 AI receptionist, or whether they need a database reactivation campaign. If they do, deliver it with your white label without interfering with anything else they use.
If the client has a separate or new location, offer to use Votel there and compare the two systems, which is easier than switching an established team.