Scripts/SaaS

CRM Software Cold Calling Script

High-converting CRM software cold calling script. Book more demos with sales leaders using these proven objection handlers.

Conversion Rate

10%

Avg Duration

4-6 minutes

Dials/Appt

20-30 dials

Best Time

Monday-Thursday, 10am-12pm

1The Opener

Hi {{first_name}}, this is {{your_name}} with {{company_name}}. We help sales teams close more deals by giving them better visibility into their pipeline. Are you currently evaluating CRM solutions?

2Discovery & Pitch

Perfect timing. Most sales leaders I talk to have one of two problems—either their team isn't using the CRM they have, or they're using spreadsheets and losing deals through the cracks.

[LISTEN for their current situation]

That's exactly why we built our platform the way we did. We focus on {{pain_point}} so your reps actually want to use it, and you get the data you need to forecast accurately.

Companies like {{similar_company}} saw a 40% improvement in pipeline visibility within the first month.

[PAUSE]

I'd love to show you a quick demo tailored to your sales process. Would {{day}} or {{day2}} work for a 20-minute call?

3Objection Handlers

Click an objection to see the response. Practice these until they're automatic.

Your Response

Great—what are you using? Most companies I talk to have a CRM but low adoption rates or missing features. What would need to be different for you to consider a change?

4Closing Options

Let me show you a 20-minute demo focused on {{pain_point}}. Does {{day}} afternoon work?

I can send you a comparison guide showing how we stack up against {{competitor}}. What's your email?

Would it make sense to include your top rep in a quick demo to get their feedback?

Voicemail Script

Hi {{first_name}}, this is {{your_name}} with {{company_name}}. We help sales teams close more deals with better pipeline visibility. Companies like {{similar_company}} improved their forecast accuracy by 40% in the first month. I'd love to show you how. My number is {{phone_number}}.

Variables to Customize

{{first_name}}Prospect's first name

{{your_name}}Your name

{{company_name}}Your company name

{{pain_point}}Specific CRM challenge mentioned

{{similar_company}}Relevant case study

{{competitor}}Their current CRM

{{phone_number}}Your callback number

Perfect For

CRM vendors
Sales enablement platforms
Salesforce alternatives
Vertical CRM solutions
Sales intelligence tools

Not Ideal For

Companies happy with current CRM
Very early-stage startups (1-2 person sales teams)
Non-sales-driven businesses

Pro Tips

Lead with adoption—it's the universal CRM problem

Ask about their current tech stack for integration angles

Reference specific sales metrics they care about

Get buy-in from both sales leadership and reps

Common Mistakes

Bashing their current CRM too aggressively

Focusing on features over outcomes

Not addressing the migration concern

Ignoring the end-user (sales rep) perspective

Practice Exercises

Practice the 'we already have a CRM' objection

Role-play a demo booking conversation

Rehearse ROI calculations on the fly

Practice handling contract lock-in objections

Tone & Delivery

Empathetic and solution-focused. Sales leaders are under constant pressure to hit numbers. Show that you understand their world and can help them succeed, not just sell them software.