{"id":60504,"date":"2022-09-22T06:45:38","date_gmt":"2022-09-22T12:45:38","guid":{"rendered":"https:\/\/www.vendasta.com\/blog\/?p=60504"},"modified":"2025-11-04T20:00:37","modified_gmt":"2025-11-04T20:00:37","slug":"sales-outbound-vendastas-snapshot-report","status":"publish","type":"post","link":"https:\/\/www.vendasta.com\/blog\/sales-outbound-vendastas-snapshot-report\/","title":{"rendered":"Improve Sales Outbound Calls With Vendasta\u2019s Snapshot Report"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.17.6&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row _builder_version=&#8221;4.17.6&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.17.6&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text admin_label=&#8221;Introduction&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>It\u2019s more important than ever for your team to nail their sales outbound calls with prospects: buyers are busy, and the days of calls arranging leisurely lunches are behind us. Salespeople have to deliver more than a friendly experience and a generic pitch.<\/p>\n<p>To be effective, sales efforts have to be supported by actionable data. Clients get calls and emails from companies offering digital services all the time, so to stand out, salespeople need to understand their client&#8217;s unique needs and provide proof of how they can help their clients. In other words, they need to show that your company offers more than empty promises.<\/p>\n<p>That\u2019s why Vendasta\u2019s Snapshot Report will quickly become an indispensable tool in your team&#8217;s arsenal: from identifying the most promising prospects to guiding the conversation towards a close, Snapshot Report will help salespeople succeed at every step.<\/p>\n<p><span style=\"font-weight: 400;\">[et_pb_section global_module=\"113029 \"][\/et_pb_section]<\/span><\/p>\n<p>[\/et_pb_text][et_pb_text admin_label=&#8221;What is Snapshot Report?&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>What is Snapshot Report?<\/h2>\n<p>Snapshot Report is our automated needs assessment tool that reduces a lengthy manual research process into a few clicks. This <a href=\"\/platform\/snapshot\/\" target=\"_blank\" rel=\"noopener\">sales intelligence<\/a> tool enables salespeople to quickly generate a report about any prospective client\u2019s online presence so they can see, at a glance, how they are currently performing in 7 key areas.<\/p>\n<p>Included in all Vendasta plans, your team can generate a Snapshot Report for any business just by typing their name into the <a href=\"\/platform\/\" target=\"_blank\" rel=\"noopener\">agency management software<\/a> platform. This will create an account for the prospect that will begin populating with high-quality data from Google and other sources. The categories included in each report are:<\/p>\n<ul>\n<li><strong>Business listings:<\/strong> See data from directories across the web to see the number and accuracy of your prospect&#8217;s listings and identify missing sites.<\/li>\n<li><strong>Reviews:<\/strong> Gather data from over 30 top <a class=\"wpil_keyword_link\" title=\"review sites\" href=\"\/blog\/top-10-customer-review-websites\/\"  target=\"_blank\" rel=\"noopener\" data-wpil-keyword-link=\"linked\">review sites<\/a> to see the total number of reviews, how recent they are, and the average score across all sources.<\/li>\n<li><strong>Social media:<\/strong> Collect data on the number of posts and total audience size of a prospect.<\/li>\n<li><strong>Website:<\/strong> Access Google PageSpeed information to assess the mobile responsiveness, content, and load speed of each prospect\u2019s website.<\/li>\n<li><strong>Digital advertising<\/strong>: Generate recommended keywords that will drive impressions and clicks for your prospects. Plus, identify how your prospect is performing compared to competitors by seeing keyword overlap, number of paid keywords, monthly ad budget, and monthly paid clicks.<\/li>\n<li><strong>SEO:<\/strong> Discover how any business\u2019s organic keyword performance holds up against competitors in the same space. See side-by-side comparisons of local search results, top competitors, number of keywords, and monthly value of clicks.<\/li>\n<li><strong>Ecommerce: <\/strong>See how prospects perform in the areas of online storefront, payments, scheduling, and lead engagement.<\/li>\n<\/ul>\n<p>With a Snapshot Report, salespeople can easily identify the areas in which a prospect needs support, and focus on selling solutions to real problems unique to the prospect rather than generic, one-size-fits-all solutions.<\/p>\n<p>[\/et_pb_text][et_pb_text admin_label=&#8221;How Snapshot Report supports sales efforts&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>How Snapshot Report supports sales outbound calls<\/h2>\n<p>Snapshot Report transforms how <a href=\"\/blog\/sales-intelligence-outbound-prospecting\/\" target=\"_blank\" rel=\"noopener\">sales outbound calls<\/a> are conducted by providing your team with the information they need to gain clients\u2019 trust and differentiate themselves from the competition.<\/p>\n<h3>Saves time<\/h3>\n<p>To get the most out of sales outbound calls, salespeople need to quickly and accurately identify the leads that are most likely to convert to paying customers. Otherwise, they risk wasting time preparing for and conducting calls with prospects that simply aren\u2019t going to convert, whether it\u2019s because they don\u2019t have the budget, the timing isn\u2019t right, or your solutions aren\u2019t a good fit for their problems. <a href=\"\/blog\/sales-intelligence-close-more-deals\/\" target=\"_blank\" rel=\"noopener\">Sales intelligence tools<\/a> like Snapshot Report ensure your team\u2019s efforts are well executed.<\/p>\n<p>Rather than conducting time-consuming research for each prospect, using Snapshot Report eliminates much of the research stage and makes it easy to spot the prospects that are worth spending the most time on. Less time spent researching and calling on low-quality prospects means more time spent with those who will become paying customers.<\/p>\n<h3>High-quality conversations<\/h3>\n<p>Snapshot Report helps salespeople dive right into <a href=\"\/blog\/ian-jones-sales-negotiations\/\" target=\"_blank\" rel=\"noopener\">meaningful conversations with prospects<\/a>. A generalized pitch about the various digital services your company offers can only position you as one of many competitors offering similar services.<\/p>\n<p>Using Snapshot Report demonstrates that a salesperson has done their homework and is concerned about how they can help the client, rather than what they can convince the client to buy. The conversation becomes about the client, rather than about your company.<\/p>\n<h3>Meet customer needs<\/h3>\n<p>Often, SMB prospects may not be aware of how exactly they are falling behind competitors. Relying solely on their self-assessment of their needs isn&#8217;t always the best way to understand how you can drive the greatest results for their business. Snapshot Report reveals a real, data-driven assessment of a prospect&#8217;s needs, and gives salespeople a way to demonstrate to buyers where they may be falling behind without even realizing it.<\/p>\n<p>It also ensures that the solutions a salesperson focuses on selling are the best match for the individual needs of a prospect.<\/p>\n<h3>Close faster and more frequently<\/h3>\n<p>The journey from the first sales outbound call to closing becomes shorter with the use of Snapshot Report. By pursuing the most promising prospects and centering the conversation around the products and services that will have the most value for each prospect based on their unique situation, it becomes much easier to sign on more new clients at a faster pace.<\/p>\n<p>[\/et_pb_text][et_pb_text admin_label=&#8221;How your sales team can make the most of Snapshot Report&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>How your sales team can make the most of Snapshot Report<\/h2>\n<p>Creating a report couldn\u2019t be easier. Once a report has been generated for a client, here\u2019s how your sales team can leverage it to make the most of their outbound calls.<\/p>\n<h3>Create reusable templates<\/h3>\n<p>A good way to speed up the process of reaching out to prospects with sales outbound calls is to create email templates that can be used depending on which of the seven areas identified in the Snapshot Report, need the most work.<\/p>\n<p>The templates might include a brief explanation of why performance in that area matters for their business, and an overview of which of your services would be most helpful for improving the prospect\u2019s performance in this area. This way, salespeople can look at a report and quickly craft personalized communications that increase the likelihood of securing a meeting.<\/p>\n<h3>Identify cross-selling opportunities<\/h3>\n<p>Using <a href=\"\/blog\/using-vendastas-snapshot-report-in-your-sales-process-tips-from-a-media-services-provider\/\" target=\"_blank\" rel=\"noopener\">Snapshot Report in your sales process<\/a> is an effective way to get the conversation going with prospects, but it\u2019s just as effective as an ongoing reference when nurturing existing clients. By having a record of what a client\u2019s report looked like before they started working with your company, salespeople can demonstrate with data the impact that your services have made on their online presence. Since the report is generated using data from Google, it serves as an objective, impartial measure of performance.<\/p>\n<p>As scores improve, Snapshot Report can be used to identify opportunities for additional services a client might want to purchase. Targeting multiple areas in the report provides ample opportunity to upsell and cross-sell clients who are on board.<\/p>\n<h3>Conduct competitor analysis<\/h3>\n<p>Creating reports for key competitors is sure to get the attention of prospects during sales outbound calls. This enables salespeople to show how a prospect stacks up against their competition and against the industry average in their field. In <a href=\"\/blog\/white-label-analytics-software\/\" target=\"_blank\" rel=\"noopener\">Snapshot Report<\/a>, you can not only generate reports for any competitor, but you can also pull up industry averages and side-by-side comparisons with key competitors.<\/p>\n<p>Not only is it motivating to catch up to\u2014or surpass\u2014the competition, but it\u2019s also helpful to see how other companies fare in order to set up realistic benchmarks.<\/p>\n<h3>Make Snapshot Reports part of the sales workflow<\/h3>\n<p>Creating a Snapshot Report can reveal insights you don\u2019t expect. That\u2019s why having members of your sales team create reports as part of their regular workflow, is a good way to ensure they\u2019re constantly uncovering new, high-quality prospects. Having a weekly target for Snapshot Reports generated is an effective way to get your team in this habit.<\/p>\n<h3>Offer Snapshot Report as a free service<\/h3>\n<p>Another way to use Snapshot Report is to secure meetings with busy prospects. Rather than revealing the results of a report in an opening email, salespeople might consider offering a customized report as a free service that can be presented over an introductory meeting.<\/p>\n<p>You can even embed a widget on your website for visitors to generate a report. This way, you can collect leads you might not have otherwise discovered.<\/p>\n<h3>Follow up at the perfect moment<\/h3>\n<p>With Vendasta, salespeople will be notified right away when someone opens their Snapshot Report. Following up with sales outbound calls when they\u2019re most likely to be interested and have the contents of the report fresh in their minds can help salespeople engage when there\u2019s a higher chance of success. Their time is valuable, and spending it with promising prospects at the opportune moment will help your revenue grow.<\/p>\n<h3>Customize your company\u2019s reports<\/h3>\n<p>Snapshot Report can be branded and renamed to fit with your business\u2019s branding. Plus, the various sections can be rearranged and removed as needed. For example, if you don\u2019t offer website services, salespeople can remove that section.<\/p>\n<p>This means your team can customize their reports so that the services you offer are highlighted, creating ample opportunity for fruitful conversations that lead to sales.<\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; hover_enabled=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221; sticky_enabled=&#8221;0&#8243;]<\/p>\n<article class=\"text-token-text-primary w-full focus:outline-none [--shadow-height:45px] has-data-writing-block:pointer-events-none has-data-writing-block:-mt-(--shadow-height) has-data-writing-block:pt-(--shadow-height) [&amp;:has([data-writing-block])&gt;*]:pointer-events-auto [content-visibility:auto] supports-[content-visibility:auto]:[contain-intrinsic-size:auto_100lvh] scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]\" dir=\"auto\" tabindex=\"-1\" data-turn-id=\"request-68ffdaf1-59f0-8331-b5b9-4e5d45453f3c-14\" data-testid=\"conversation-turn-30\" data-scroll-anchor=\"true\" data-turn=\"assistant\">\n<div class=\"text-base my-auto mx-auto pb-10 [--thread-content-margin:--spacing(4)] thread-sm:[--thread-content-margin:--spacing(6)] thread-lg:[--thread-content-margin:--spacing(16)] px-(--thread-content-margin)\">\n<div class=\"[--thread-content-max-width:40rem] thread-lg:[--thread-content-max-width:48rem] mx-auto max-w-(--thread-content-max-width) flex-1 group\/turn-messages focus-visible:outline-hidden relative flex w-full min-w-0 flex-col agent-turn\" tabindex=\"-1\">\n<div class=\"flex max-w-full flex-col grow\">\n<div class=\"min-h-8 text-message relative flex w-full flex-col items-end gap-2 text-start break-words whitespace-normal [.text-message+&amp;]:mt-1\" dir=\"auto\" data-message-author-role=\"assistant\" data-message-id=\"0bf83fb4-be9f-4cd4-89a6-64fac2417b8c\" data-message-model-slug=\"gpt-5\">\n<div class=\"flex w-full flex-col gap-1 empty:hidden first:pt-[1px]\">\n<div class=\"markdown prose dark:prose-invert w-full break-words light markdown-new-styling\">\n<h2 data-start=\"0\" data-end=\"9\">FAQs<\/h2>\n<h3 data-start=\"11\" data-end=\"43\">1. What is sales outbound?<\/h3>\n<p data-start=\"44\" data-end=\"340\">Sales outbound refers to the proactive process of reaching out to potential customers through methods like cold calling, emailing, social selling, and direct messaging. Unlike inbound sales, where leads come to you, outbound focuses on initiating contact to generate new business opportunities.<\/p>\n<h3 data-start=\"342\" data-end=\"411\">2. Why is outbound sales important for agencies and businesses?<\/h3>\n<p data-start=\"412\" data-end=\"682\">Outbound sales help agencies take control of their pipeline by identifying, engaging, and converting high-value prospects. It accelerates growth by creating consistent lead flow, expanding brand reach, and building relationships with decision-makers in target markets.<\/p>\n<h3 data-start=\"684\" data-end=\"737\">3. How does outbound differ from inbound sales?<\/h3>\n<p data-start=\"738\" data-end=\"1001\">Inbound sales attract leads through marketing channels like SEO, content, and ads, while outbound sales involve direct outreach. Outbound is ideal for businesses looking to scale quickly and reach specific customer segments that inbound efforts may not capture.<\/p>\n<h3 data-start=\"1003\" data-end=\"1060\">4. How can Vendasta support outbound sales efforts?<\/h3>\n<p data-start=\"1061\" data-end=\"1330\">Vendasta\u2019s CRM and sales automation tools help agencies find, qualify, and engage leads more effectively. Features like Snapshot Reports, automated email campaigns, and integrated prospect tracking empower sales teams to close deals faster and with greater precision.<\/p>\n<h3 data-start=\"1332\" data-end=\"1394\">5. What are the key steps in an outbound sales strategy?<\/h3>\n<p data-start=\"1395\" data-end=\"1672\">A strong outbound strategy includes identifying your target audience, building prospect lists, crafting personalized outreach messages, following up consistently, and analyzing engagement data to refine your approach. Persistence and personalization are critical for success.<\/p>\n<h3 data-start=\"1674\" data-end=\"1731\">6. What tools are best for managing outbound sales?<\/h3>\n<p data-start=\"1732\" data-end=\"2022\">Essential outbound tools include CRM software, email automation platforms, prospecting databases, and analytics dashboards. Vendasta\u2019s all-in-one platform combines these capabilities, helping agencies automate outreach, track conversations, and nurture prospects through the sales funnel.<\/p>\n<h3 data-start=\"2024\" data-end=\"2088\">7. How does personalization impact outbound sales results?<\/h3>\n<p data-start=\"2089\" data-end=\"2370\">Personalized messages significantly improve open and response rates. Referencing a prospect\u2019s pain points, industry, or recent activity shows genuine interest. With Vendasta\u2019s CRM and data insights, sales reps can craft personalized outreach at scale without losing authenticity.<\/p>\n<h3 data-start=\"2372\" data-end=\"2426\">8. What are common challenges in outbound sales?<\/h3>\n<p data-start=\"2427\" data-end=\"2709\">Common challenges include low response rates, poor targeting, and lack of consistent follow-ups. These can be solved with accurate data, automation, and clear messaging. Vendasta\u2019s integrated prospecting and automation tools streamline workflows and improve conversion efficiency.<\/p>\n<h3 data-start=\"2711\" data-end=\"2778\">9. How do agencies train teams for successful outbound sales?<\/h3>\n<p data-start=\"2779\" data-end=\"3049\">Effective training includes teaching reps how to research leads, use CRM systems, handle objections, and tailor pitches. Vendasta\u2019s platform provides sales enablement tools, templates, and automated workflows to help teams stay organized and perform at a higher level.<\/p>\n<h3 data-start=\"3051\" data-end=\"3110\">10. How can agencies scale outbound sales operations?<\/h3>\n<p data-start=\"3111\" data-end=\"3378\" data-is-last-node=\"\" data-is-only-node=\"\">Agencies can scale by using automation, data-driven prospecting, and consistent sales processes. Vendasta enables agencies to manage leads, campaigns, and client communications in one place\u2014making it easy to expand outreach while maintaining quality and efficiency.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"z-0 flex min-h-[46px] justify-start\">\u00a0<\/div>\n<div class=\"mt-3 w-full empty:hidden\">\n<div class=\"text-center\">\u00a0<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/article>\n<div class=\"pointer-events-none h-px w-px\" aria-hidden=\"true\" data-edge=\"true\">\u00a0<\/div>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Want your team to make the most of their sales outbound calls? Read on to discover how Vendasta\u2019s Snapshot Report can help.<\/p>\n","protected":false},"author":95,"featured_media":122019,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[1727],"tags":[494,213],"class_list":["post-60504","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-product-news","tag-sales-intelligence","tag-sales-prospecting"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.4 (Yoast SEO v26.4) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Improve Sales Outbound Calls with Vendasta\u2019s Snapshot Report<\/title>\n<meta name=\"description\" content=\"Want your team to make the most of their sales outbound calls? 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