Know Thy Customer – Back to the Basics

by trisharjackson on October 29, 2009

Has the state of being a sales person changed since I was last on the front line?  For the past month, we’ve been sitting through countless vendor presentations listening to why X product and/or service should be:

  1. On the ubiquitous “Homepage”
  2. Emailed to everyone in our electronic database in a stand-alone email.
  3. First thing the agents should offer
  4. Heavily incentified to the consumer to buy
  5. Countless other suggestions/pitches without knowing a darn thing about our business

It seems that companies invest very little today in understanding a prospective customer’s complex business environment before offering a product.  What happened to the consulting part of sales?  The one that asks a laundry list of questions that makes the prospect feel like they want to help our business processes succeed vs offering a product to alleviate pain X which, quite possibly, could have a lot of political, cultural, and, at the very least, budgetary restrictions or challenges.

With 5+ industries represented under one roof, I have vendors who are competing with many well established relationships not only within their own sector but across very unique business categories. For instance, one financial service provider fights for the same ears and dollars trying to solve how to sell more auto insurance policies for 6 different companies.  6 Auto insurance companies are fighting for space with 10+ cruise lines.  10+ different cruise lines believe that they each are the only vendor that should be considered the number one focus for the organization.  At the end of the day, I’m looking to a vendor to understand where they fall within, not only their own category, but within our decision set as to how we’re offering products and service to our customer.  Pushing their product is not going to change the fundamental core of how we train our own staff to conduct business.

A good sales person requires perseverance but only in the sense that they need to prove their commitment to understanding their prospects business endeavors, environment, complexities and yes, pain points that they may be able to alleviate.  Relationships are built on trust and that trust is earned over time and multiple conversations.  It will not be won by offering a lower price point, bigger commissions, or by offering additional product training for the front line.

It feels like the economic times have created desperation which leads to poor salesmanship and, in the long-run, performance.  We need to get back to the basics of sales and use the tools to build relationships that will be more profitable in the end.  Technology has made great strides in the last 10 years to begin the quest of learning more about your customer before even stepping foot in the door.

If I were going back into direct sales, I’d connect with my contact(s) on LinkedIn.  I would read about your company, about your background and credibility/expertise, maybe check out your blog, and possibly get to know a little about your personality from reading your posts on Twitter. Not that I will do all of these things, but if I were a smart sales person, I’d at least go into a conversation feeling more comfortable about my approach with you.  How lucky are we today in the sales environment?  Typically, we would have spent countless hours of warm calling, small talking over coffee, or in very mundane office visits only to feel like we were being herded out as quickly as we came in.  Take advantage of what’s out there and be creative in understanding your prospective customer. The effort will go a long way.

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Social Media Tools for the Travel Industry

by trisharjackson on September 29, 2009

I’ve been watching & listening to the conversations of several small, independent travel agencies and curious to find out how they are using social media tools to interact with customers, potential clients and even, perhaps, each other.  The competition between agents (and agencies) is becoming greater as the lines for how people can and want to book travel products blur.  Smaller operations are building relationships faster than their larger adversaries because of their ability to connect with potential clients in a real-time, online environment.

With limited budgets for intensive field training and/or, the smaller guys and gals are actually sharing information and leveraging each others expertise.  An open source travel agency, perhaps?  Gone are the days of proprietary information.  The knowledge and power is now in the hands of customer.  They are focused, motivated and well learned on their specific destination, how to get there and what brand they want to travel with.  How does one travel agent learn all there is to know about every nook and cranny destination in the world?

Mashable has compiled a pretty comprehensive list of tools that consumers use today in the social media space. Make sure you’re registered with each of these sites and explore them thoroughly so that when your customer refers to a particular site, you can access the information (and possibly connect with them) right along with them to make sure you’re talking about an apples to apples comparison.  Invest some time into watching who’s doing it right.  Follow Christopher Elliott’s  Top 50 travel folks on Twitter or read on of his recommended Top 50 travel blogs from 2008.

How can you add value to differentiate yourself as a travel agent using social media tools?  Make road trips exciting by suggesting high tech applications to use on their way.    Put travelers in touch with other resources to help them make a decision faster about where they want to go.  Check out user-generated tools such as Wikitravel or discussion boards such as Cruise Critic or Tripadvisor right along side (or online) your client to get 3rd party, ‘travelers like them’ opinions and/or reviews .

Do you have a Facebook fan page (linked to yours, of course) for your business so that others can tout your services to all of their friends?  What about being a part of LinkedIn’s groups or being an active participant on their business travel conversation?  These are great ways to learn from those you’ve already serviced.  Conversations are public which also allows for prospective customers to see as well.

Happy Selling!

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