CRM
October 1, 2026

How to Effectively Generate New Business Leads

Salespeople perform best when there is communication Between Field Reps and the Sales Team. Below are 3 Ways to Improve Communication Between Service and Sales. Salespeople perform best when they can understand customer needs and articulate how their product solves the customer’s problem.

There are often other perspectives from elsewhere in the company which can help to add more detail to the salesperson’s understanding of the customer. If the sales team is communicating effectively with frontline staff, this can have a transformative impact on your bottom line. This post will outline three key benefits of this communication, and then take a look at some real-life success stories.

Let’s start with the overall benefits. Implementing a CRM can facilitate communication channels across the business.

3 Benefits of Improving Communication Between Service and Sales

01
Everyone is upskilled

In most businesses, salespeople are selling a product that someone else has built or delivered. The skills of a salesperson are generally very different from the person who produces the goods or service. For example, in the loft company, the sales team have no technical skills regarding loft extensions.

Giving the sales team these skills helps them understand the business better and in turn improves their sales performance. This works both ways as the team installing lofts can develop their skills of qualifying a lead. If through communication everyone is 10% better at their job this will add incredible value to the company.

02
Everyone has better information

If through communicating more effectively everyone has better information it allows them to complete their job more effectively. In companies where the communication flows between the buyers and the sales staff, the improvement was palpable. The sales team had such rich information with which to sell because they had a deep knowledge of the products. The buyers were able to get a more detailed insight into how their products were performing on the shop floor which helped them build ranges around a more sophisticated customer profile.

03
Morale is improved

When communication between sales teams and frontline staff grows, empathy increases. Sales teams often feel exposed on the front line: getting continual negative responses can be mentally frustrating, so emphasising this to other teams is important. Similarly, if the sales team understand the challenges of other teams it will provide them with empathy. For example, a sales team understanding how hard the development team worked to build out their new feature will help build empathy across the organisation.

Once you have empathy you can develop collaboration. The longer teams work as islands you risk them becoming insular, so work hard to build that empathy and bridges can be built over time. Once you have collaboration and understanding you can build better morale and improve business performance.

These two examples, from my consultancy career, highlight the importance of this:

Case Study

Lofty Ambitions

Company A is a high-end loft installation company in London. They provided bespoke solutions for discerning customers and were suitably expensive. The sales team focussed on building a pipeline of interested customers and then liaising with the technical and surveying team to book appointments for them to complete quotations.

£800 The approximate cost of the quoting process including time and labour.
1 in 14 The company’s close rate from initial meetings.

The quoting process was expensive, which, if you include time and labour was around £800. The company’s close rate from initial meetings was 1 in 14. This was still financially viable but an improvement would save them money, and crucially the quoting team could spend more time on more qualified leads.

Time was spent trying to help the sales team qualify its leads more effectively so that they were working on prospective customers who were more likely to buy. The key to this was twofold:

First, the sales team were given more basic technical knowledge; this allowed them to disqualify customers who had impossible or unrealistic demands. A six-month evening course and some internal seminars gave them enough knowledge to eliminate some more unrealistic tasks.

The second element was getting the sales and quoting teams working together to generate a customer avatar for someone who was most likely to buy.

This was an evolving process and really helped them to focus their energy on people they deemed better leads. Some indicators for someone more likely to buy were:

  1. A strong reason for undertaking the work (bedroom for a new child for example).
  2. Focus on outcome rather than budget (Company A are very high-end so will never be the cheapest).
  3. Coming through a referral.
  4. Being responsive to email.
  5. Having some understanding of the technical requirements of the job.
  6. When asked they produce images of styles they like.

These are a few of the key points: the document stretches to over fifty points and is always being developed to check for any signals which make someone look like a well-qualified buyer.

Case Study

Know Your Style

Company B is a mid/high range store which sells women’s dresses in-store and online. Around 80% of the sales are done in the store because the dresses need to fit perfectly.

80% Of the sales are done in the store.
2–3 Salespeople man the store.

The store is manned by two or three salespeople who are experts at building rapport and making adjustments and fittings so that the customer gets a perfect result. They also upsell accessories that work well with the dresses.

The sales team generally perform well but are highly commissioned so look for ways to increase their sales. We looked at ways they could improve, with more time working with the buyers explored as an option. There is a buying team of three who source all the ranges from sellers all over the world; they give some information to the sales team but actually, a lot of the pieces have interesting backstories and are made in totally unique ways.

A new approach was for the buyers to spend two days per month with the sales team giving them much more in-depth information on the product. Some of the designers and dressmakers also visited to give presentations on their products. This also had the unexpected benefits of giving the buyers more sales context, and it helped them when sourcing the next ranges.

Communication between sales teams and other frontline staff can have huge benefits when staff are given a platform for collaboration and sharing knowledge and ideas.

Whether you’re a Fortune 500 or a family run business, if you sell a product or service you’ll need a way to generate leads. This is fundamentally what drives your business. While you should of course be generating leads using traditional methods, such as email and telemarketing, there are many other ways to generate new leads that you should be utilizing. Increasing your sales starts with having both high quality and high quantity leads, and that sometimes requires taking advantage of less traditional lead generation methods.

Engage Existing Employees

While you may already employ sales reps who generate leads, why not engage your other existing employees? Your frontline can be a powerful source of growth. They’re the ones interacting with your customers day to day – they know both your business and the needs of your customers best. Engaging your frontline also has the added benefit of uniting your teams and building employee loyalty as everyone can share in the victory of growing the business together. Wingmate makes it both easy and rewarding for your frontline to send in new leads and allows you to tap into their full potential.

Revamp Your Social Media

Keeping active on social media is not only an easy marketing strategy; it’s a great way to reach out to customers and build relationships. LinkedIn is an invaluable resource for generating leads by allowing you to contact potential clients, and Facebook can be a great way for interested customers to get in touch with you. However, there are other more creative ways that you can leverage the power of social media. YouTube videos can be a fun platform to provide promotional and educational content, and Instagram can allow you to “promote products and services in ways that are visually appealing and enticing to clients. It’s also not as saturated with ads as other platforms, so running a paid campaign can bring considerable results” (Forbes). Social media is easily accessible and enticing, and your potential customers are already there. This makes it the perfect place for your business to (actively) be.

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Grow Your Referrals

This one’s a no-brainer. Happy customers will promote your business without even being asked to do so. Word of mouth likely already garners you some new leads, but what if you could increase that? Wingmate allows you to harness the power of everyone in your network to crowdsource warm referrals for your business. Having an affiliate program is a high impact method to generate leads, while also increasing loyalty of your existing customers. To learn more, click here.

Revisit Lost Leads

Sometimes the timing just isn’t right for a potential customer, and sometimes your time is over with an existing customer – at least temporarily. While the opportunity may not exist right now, that doesn’t mean these leads are lost. Though some leads may truly never work out, the majority should be archived for some future date. Keeping up to date on contacting these archived leads is easy with the right tools.

Having a steady supply of high quality leads is essential for growth, and every available method should be utilized when looking to expand. If you’re ready to revolutionize the way you generate leads, we’ve got you covered.

Wingmate
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