Web Simple

A client in the financial services sector recently asked me for my thoughts on how trends in social media will affect the way their sales force engages and closes a deal with a new customer.  After pondering the question, I offered the following scenario:

It is just as likely the customer-agent meeting will take place at a local coffee house as a traditional office. The potential customer will have done some comparative shopping of products, looked at comments or recommendations your current customers or competitors have posted on the web, and will have searched the virtual fingerprint of the agent via LinkedIn, Facebook,  Google, etc.

Sitting down to a fully-personalized beverage (I get to have it exactly as I want it, all life should be that way!), the customer will be connected to the internet via a handheld device and able to confirm, refute or clarify their own info, and the inputs or comments from the agent, within moments of the need to do so. The customer may even provide a running commentary about the meeting live to friends and family—via Twitter, Foursquare or Facebook—or record it in a public forum like Yelp.

Bottom-line: the engagement will be on neutral turf; the customer will be armed with information that may or may not be your messaging; and, the customer’s take-aways from the encounter have the potential to be shared with an un-calculable audience in seconds. (more…)

More