What’s a Book of Business Got to do with Picking Up the Phone?

What’s a Book of Business Got to do with Picking Up the Phone?

The idea of picking up the phone to drive leads may feel outdated in today’s digital-first world. But outbound calling remains a powerful strategy for building and growing a strong book of business—especially in competitive industries like insurance and B2B services.

At MarketReach, we’ve helped clients revitalize their pipelines with effective calling campaigns. Here’s why outbound calling works in 2025 and how you can use it to create meaningful connections that grow your revenue.

Key Takeaways

  • Outbound calling helps you build trust and rapport faster than passive digital tactics alone.
  • Success depends on strategic targeting, clear value propositions, and persistence.
  • In 2025, combining calls with LinkedIn, email, and AI tools creates a multi-channel powerhouse.
  • Agents who dedicate consistent time to outbound calling see stronger client acquisition and retention.
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A person holds a tablet with data on it. The text reads "Using a CRM system for data organization".

The Importance of Using a CRM System For Data Organization

Without an organized client relationship management (CRM) system, prospect qualification, lead generation, and every stage of the sales cycle would be complete chaos. This is especially true if you have multiple lead generators or sales reps working those same records. It’s important for there to be a way to streamline and organize the data collected during each stage of the sales cycle. 

Having a CRM system in place is a great way to stay organized, make sure you are reaching the right prospects, capitalize on prior intelligence gathered, and make sure salespeople are not calling the same prospects simultaneously. Lastly, prospects will still remain even if the sales rep leaves. Don’t let the prospect notes disappear along with the rep! If you don’t already have a CRM system in place, consider the benefits that come with having one: 

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Don’t Let Your Pipeline Dry Up this Summer!

Don’t Let Your Pipeline Dry Up this Summer!

Summertime is here: the weather’s hot – but don’t let the summer heat wilt your business. In fact, summer is a great time to market – no matter what type of business you have.

Sure, it’s true, more people go on vacation during the summer, but that doesn’t mean that companies shut their doors and head to the beach for the entire three months of summer. The average worker gets two or three weeks off, and the rest of the time it’s business as usual.

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MarketReach - SBDC Awardee

2018 Small Business Growth Success Awardee

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NJSBDC AT THE COLLEGE OF NEW JERSEY

2018 Small Business Growth Success Awardee

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MarketReach Inc.
Amanda Puppo
168 Franklin Corner Road, Bldg. 1, Suite 230
Lawrenceville, New Jersey 08648
Tel: 609-448-6364
Website: www.MarketReachResults.com


Amanda Puppo
is the Chief Executive Officer and Founder of MarketReach, a boutique B2B marketing agency that specializes in high-level prospecting and appointment setting, by getting salespeople meetings with their top prospects. In addition, MarketReach offers integrated marketing solutions including social media management, e-mail marketing, google ad words management, content development (brochures, sales flyers, and blogs) and much more. (more…)

Hubspot Report Part One – The Hard Truth About Acquisition Costs

The Hard Truth About Acquisition Costs (and How Your Customers Can Save You) – Part 1

10 Top Tips: Silky Slick Sales Tactics

10 Top Tips: Silky Slick Sales Tactics

Published on Forbes.com
Featuring Amanda Puppo, CEO of MarketReach

Eighteen years after James Foley’s film adaptation of David Mamet’s play “Glengarry Glen Ross,” hit screens, the oft-quoted diatribe delivered by Alec Baldwin’s character Blake still resonates. Blake (that’s his name–just Blake) is (more…)

10 Tips to Take Aim at Your Target Market

10 Tips to Take Aim at Your Target Market

Written by Amanda Puppo
Published in Business Brokerage Press
Who are your best clients? Wouldn’t you like to have more just like them? Most of us would. (more…)

Trends in Phone Outreach and Business Growth

Trends in Phone Outreach and Business Growth

Want to grow your business? Phone outreach is one most efficient and effective ways to generate revenue. But let’s be honest – it’s not easy.

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Top Trends in Sales, Marketing and Lead Generation

Infographic-Top Trends in Sales, Marketing and Lead Generation

What does an average day look like for the members on your sales team?  How does this impact the bottom line? Review this infographic for insights on top trends in sales, marketing and lead generation.
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Coffee Service and Vending Trade Show Tricks

Coffee Service & Vending Trade Show Tricks

Trade shows are an excellent way to gather connections and make sales. However, some people think that just showing up to the trade show is good enough to get the results they want. This is not the case! (more…)