How to Use Social Engineering to Improve Your Sales Strategy


How to Use Social Engineering to Improve Your Sales Strategy

This is hard for business leaders to believe as they chart their sales strategy – in the world of video conferencing, A.I., and the latest-and-greatest social media platform, one of the best tools for selling right now is the phone.

Yes, the phone!

And, I agree – engaging prospects in the opening call can be a challenge, even for the best sales professionals in the best of times.

My colleague, Art Sobczak, is renowned for teaching sales professionals how to eliminate the fear, failure, and rejection so they can sell more by phone – without sounding like some cheesy salesperson.

I highly recommend that you get his book for your sales leaders and salespeople: Smart Calling.

Art has just updated the Third Edition with post-COVID 19 methods for gaining new customers, following up and closing deals, and tons of stories from the field. When you order now – Art will give your sales leader and/or salespeople his online Smart Calling Companion Course (a $197 value) loaded with audio, video, lists, interviews, and resources that complement each chapter – free! Order the book, then go to Art’s page to register for your instant, free access.

To give you a feel for Art’s honest, modern methods, I’m sharing his article on how to gather critical sales intel …enjoy! Feel free to share with your sales leaders and salespeople.

Buyers today expect salespeople to have done their research. They don’t have time to respond to generic “pitch” messages, or engage with someone who only wants to sell his stuff.

And it’s easier than ever to, with a few mouse clicks, gather insightful, useful information about prospects that we use to personalize and customize our value-filled outreach messaging.

One of the best—and most underutilized—sources of sales intelligence is speaking with other people within our prospect’s organization. This is called social engineering.

The term “social engineering” is most widely used to describe unscrupulous behavior, such as misrepresenting oneself and lying to manipulate someone to provide sensitive information. However, we use it positively and ethically to gather intelligence for our Smart Calls™. To us, social engineering simply means talking to people other than your prospect in order to gather the information that will help you help your prospect. It can be done:

  • as a separate call before your first call to your prospect; and,
  • every time you call your prospect.

All it requires is that you take the time to do it, develop a sense of curiosity, and cultivate some conversational questioning techniques. Completing all of these steps may indeed grant you a revelation that many of us have had: people are willing to give you amazing amounts of quality information if you just ask them.

Kevin Mitnick was one of the most notorious computer hackers in the world; and at the time of his arrest in 1995, the most wanted computer criminal in US history. After his release from prison, he wrote the book entitled The Art of Deception, in which he shares precisely how he pulled off many of his hacking jobs.

Mitnick claims that he compromised computers solely by using passwords and codes that he gained by social engineering; in other words, simply talking to people. Now a speaker and security consultant to corporations, Mitnick points out that the weakest link in any security system is the person holding the information. You just need to ask for it. 

How to Increase Sales with The Social Engineering Process

Of course, we are using social engineering in a positive sense: asking for information from people that will help other people and the organization as a whole. The social engineering process for Smart Calling™ is as follows: upon reaching a live voice, you:

Identify yourself and the company you represent; as in, “Hi, I’m Jason Andrews with National Systems.” This immediately shows that you are not hiding anything.

Ask for help. “I hope you can help me out” or “I need some assistance” are requests that can go a long way. Most people have an innate desire to be helpful to others in some way. 

Use a Justification Statement. This is the key that will unlock the most useful information.

Some examples are:

“I want to be sure that I’m talking to the right person there…” 

“I’m going to be speaking with your VP of Sales, and want to be sure that I have accurate information…” 

“So that I’m better prepared when I talk to your CIO, I have a few questions you probably could answer…” 

The theory behind the success of these Justification Statements I suggest is discussed by Dr. Robert Cialdini — widely considered as one of the foremost experts on persuasion and influence — in his classic book Influence: The Psychology of Persuasion. Cialdini cites an experiment conducted by Harvard social psychologist Ellen Langer where students let others cut in line in front of them at the copy machine simply because they provided a reason for their request—“because I’m in a rush.”

I recommend that you take the time to create your own Justification Statement — your “because” reason — and use it regularly. 

Ask questions. You can ask about the basic, factual material for which you might not have information yet. But don’t limit yourself. You might be surprised at the quality and quantity of information people will share with you if you just ask. This depends both on what you sell, and the level of the person with whom you’re speaking. In general, the higher up you go, the better the quality of information.

Sales Strategy a Smart Calling Exercise

  • Prepare your own script for social engineering using the process above. Be sure you have a justification statement you are comfortable with.
  • Brainstorm for the questions you will ask at all levels of an organization, and write them out.
  • Use your newly-found intel to personalize and customize your emails, voice mails, and call openings so that you can be more relevant and targeted with your value messaging.
    Use Social Engineering and you will make your prospecting calls much smarter!
About the Author Art Sobczak
For over 30 years Art Sobczak has helped sales pros say the right things by phone to get through, get in, and sell. He is a speaker, author, trainer, and lifelong salesperson. His flagship book, “Smart Calling- Eliminate the Fear, Failure, and Rejection from Cold Calling,” was just released in the new, Third Edition, and the process has become the prospecting standard for sales pros worldwide. Get the book, and the free online companion course and resource library at
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