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Client Contact

The first conversation with a lead is the most important.
It sets the tone for the relationship and decides whether the lead will move forward in the sales funnel.

🎯 Objectives of First Contact

  • Introduce yourself and Merciglobal professionally.
  • Understand the client’s business and challenges.
  • Build trust and rapport.
  • Set the stage for the next step (demo or meeting).

📞 Types of First Contact

  1. Phone Call → Most common for new leads and referrals.
  2. WhatsApp / Email → Used for quick introductions or follow-ups.
  3. In-person Meeting → Usually after warm referrals (BNI, events, or existing customers).

🗣️ First Call Script Example

“Hello [Name], I’m [Your Name] from Merciglobal Systems.
We specialize in ERP solutions like LoomShakti for weaving units and Cloud ERP for SMEs.
I wanted to understand more about your current setup — how do you usually manage your operations and reporting today?”

👉 Notice: Start with curiosity, not a sales pitch.

👂 Listening is Key

  • Ask open-ended questions like:
  • “What challenges do you face in managing production or inventory?”
  • “How do you track efficiency or costs today?”
  • Let the client talk more.
  • Avoid technical jargon unless the client asks for details.

🚪 Handling Gatekeepers

Sometimes you may speak to assistants, managers, or staff before the owner/decision-maker.

Tips:
- Be polite and respectful — they influence access.
- Ask for the right person directly:

“Could you please connect me with the owner or manager responsible for operations?”
- If blocked, leave a professional message and follow up later.

💡 Building Trust Quickly

  • Use referrals when possible:

    “We were referred to you by [BNI member/customer’s name].”

  • Share success stories briefly:

    “One of our clients, a weaving unit similar to yours, reduced wastage by 12% after adopting LoomShakti.”

  • Be genuine — don’t overpromise or rush.

📅 Next Step: Secure a Demo

The goal of the first contact is usually to book a demo or meeting.

Closing Line Example:

“Would you be open to a short demo where I can show how LoomShakti can directly solve some of these challenges? I can schedule it at your convenience this week.”

⚡ Key Do’s and Don’ts

✅ Do:
- Prepare before calling (know industry, location, size).
- Listen more than you talk.
- Show empathy for their pain points.

❌ Don’t:
- Jump straight into features and pricing.
- Push aggressively on the first call.
- Forget to log the interaction in CRM Sutra.

🔗 Next: Demo & Presentation