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High-Tech High Touch
        Selling
Customer Relationship Management(CRM)
CRM Defined:
CRM Defined:
The strategies, processes, people
and technologies used by companies
to successfully attract and retain
customers for maximum corporate
growth and profit.
Clock Partners
Clock Partners
           Clive




Joe                    Julie




           Mark
Discussion:
Discussion:
Clock Partners - Interview each other:
Discussion:
Clock Partners - Interview each other:
What companies do you buy from that provide an
extraordinary offering or customer experience?
Discussion:
Clock Partners - Interview each other:
What companies do you buy from that provide an
extraordinary offering or customer experience?
What are some some of the ways they interact
with you as a client that you like?
Discussion:
Clock Partners - Interview each other:
What companies do you buy from that provide an
extraordinary offering or customer experience?
What are some some of the ways they interact
with you as a client that you like?
Can you think of both a High-Tech example and
a High-Touch one?
selling process is a funnel and typically the filtering process looks like: leads:
prospects: presentations: closed sales. (See figure). At each stage the number in each
successive group reduces until you close a sale. This is the end of the funnel. The
business is closed. Time to find another lead. The view that the process is a funnel is

The High-Touch Hourglass
a potentially dangerous and costly misconception due to its very limiting nature.

A High Touch salesperson has a very different perspective.

The High Touch Selling System is an Hourglass. When
a High Touch sale is made it’s the end of the getting                  Leads
process and the beginning of the growing process. (See
figure.) You learn a great deal about your client when               Prospects
making a sale. Would you knowingly want to waste
such a huge opportunity? Of course not.                            Presentations

Jack Welch former CEO of GE said “We have only two                    Pending
sources of competitive advantage: the ability to learn
                                                                        Sale
more about our customers faster than the competition
and: the ability to turn that learning into action faster
than the competition.” High Touch Selling is about                    Clients
turning the learning into action.
                                                                  Most Growable
High Touch sales activity now focuses on developing                  Clients
the client relationship and the range of business
                                                                   Most Valuable
transacted. The goal is to grow the amount of business                Clients
with each client and expand the results. Now the
process looks like an hourglass.

The Sales Funnel tracks getting the business. The Hour Glass Selling System adds the
selling process is a funnel and typically the filtering process looks like: leads:
prospects: presentations: closed sales. (See figure). At each stage the number in each
successive group reduces until you close a sale. This is the end of the funnel. The
business is closed. Time to find another lead. The view that the process is a funnel is

The High-Touch Hourglass
a potentially dangerous and costly misconception due to its very limiting nature.

A High Touch salesperson has a very different perspective.

The High Touch Selling System is an Hourglass. When
a High Touch sale is made it’s the end of the getting                  Leads
process and the beginning of the growing process. (See
figure.) You learn a great deal about your client when               Prospects
making a sale. Would you knowingly want to waste
such a huge opportunity? Of course not.                            Presentations

Jack Welch former CEO of GE said “We have only two                    Pending
sources of competitive advantage: the ability to learn
                                                                        Sale
more about our customers faster than the competition
and: the ability to turn that learning into action faster
than the competition.” High Touch Selling is about                    Clients
turning the learning into action.
                                                                  Most Growable
High Touch sales activity now focuses on developing                  Clients
the client relationship and the range of business
                                                                   Most Valuable
transacted. The goal is to grow the amount of business                Clients
with each client and expand the results. Now the
process looks like an hourglass.

The Sales Funnel tracks getting the business. The Hour Glass Selling System adds the
selling process is a funnel and typically the filtering process looks like: leads:
 prospects: presentations: closed sales. (See figure). At each stage the number in each
 successive group reduces until you close a sale. This is the end of the funnel. The
 business is closed. Time to find another lead. The view that the process is a funnel is

The High-Touch Hourglass
 a potentially dangerous and costly misconception due to its very limiting nature.

 A High Touch salesperson has a very different perspective.

 The High Touch Selling System is an Hourglass. When
 a High Touch sale is made it’s the end of the getting                  Leads
 process and the beginning of the growing process. (See
 figure.) You learn a great deal about your client when               Prospects
 making a sale. Would you knowingly want to waste
Typical Sales Funnel:
 such a huge opportunity? Of course not.                            Presentations

 Jack Welch former CEO of GE said “We have only two                    Pending
 sources of competitive advantage: the ability to learn
                                                                         Sale
 more about our customers faster than the competition
 and: the ability to turn that learning into action faster
 than the competition.” High Touch Selling is about                    Clients
 turning the learning into action.
                                                                   Most Growable
 High Touch sales activity now focuses on developing                  Clients
 the client relationship and the range of business
                                                                    Most Valuable
 transacted. The goal is to grow the amount of business                Clients
 with each client and expand the results. Now the
 process looks like an hourglass.

 The Sales Funnel tracks getting the business. The Hour Glass Selling System adds the
selling process is a funnel and typically the filtering process looks like: leads:
 prospects: presentations: closed sales. (See figure). At each stage the number in each
 successive group reduces until you close a sale. This is the end of the funnel. The
 business is closed. Time to find another lead. The view that the process is a funnel is

The High-Touch Hourglass
 a potentially dangerous and costly misconception due to its very limiting nature.

 A High Touch salesperson has a very different perspective.

 The High Touch Selling System is an Hourglass. When
 a High Touch sale is made it’s the end of the getting                  Leads
 process and the beginning of the growing process. (See
 figure.) You learn a great deal about your client when               Prospects
 making a sale. Would you knowingly want to waste
Typical Sales Funnel:
 such a huge opportunity? Of course not.                            Presentations

 Jack Welch former CEO of GE said “We have only two                    Pending
 sources of competitive advantage: the ability to learn
                                                                         Sale
 more about our customers faster than the competition
 and: the ability to turn that learning into action faster
 than the competition.” High Touch Selling is about                    Clients
 turning the learning into action.
                                                                   Most Growable
 High Touch sales activity now focuses on developing                  Clients
 the client relationship and the range of business
                                                                    Most Valuable
 transacted. The goal is to grow the amount of business                Clients
 with each client and expand the results. Now the
 process looks like an hourglass.

 The Sales Funnel tracks getting the business. The Hour Glass Selling System adds the
selling process is a funnel and typically the filtering process looks like: leads:
 prospects: presentations: closed sales. (See figure). At each stage the number in each
 successive group reduces until you close a sale. This is the end of the funnel. The
 business is closed. Time to find another lead. The view that the process is a funnel is

The High-Touch Hourglass
 a potentially dangerous and costly misconception due to its very limiting nature.

 A High Touch salesperson has a very different perspective.

 The High Touch Selling System is an Hourglass. When
 a High Touch sale is made it’s the end of the getting                  Leads
 process and the beginning of the growing process. (See
 figure.) You learn a great deal about your client when               Prospects
 making a sale. Would you knowingly want to waste
Typical Sales Funnel:
 such a huge opportunity? Of course not.                            Presentations

 Jack Welch former CEO of GE said “We have only two                    Pending
 sources of competitive advantage: the ability to learn
                                                                         Sale
 more about our customers faster than the competition
 and: the ability to turn that learning into action faster
The High-Touch Hourglass:
 than the competition.” High Touch Selling is about                    Clients
 turning the learning into action.
                                                                   Most Growable
 High Touch sales activity now focuses on developing                  Clients
 the client relationship and the range of business
                                                                    Most Valuable
 transacted. The goal is to grow the amount of business                Clients
 with each client and expand the results. Now the
 process looks like an hourglass.

 The Sales Funnel tracks getting the business. The Hour Glass Selling System adds the
Jack Welch, Ex-CEO of GE
Jack Welch, Ex-CEO of GE

“We have only two sources of competitive
 advantage: the ability to learn more about
our customers faster than the competition -
  and the ability to turn that learning into
    action faster than the competition.”
Harvey Mackay
Harvey Mackay




“Humanise your selling strategy.”
The Mackay 66 - www.HarveyMackay.com
         !"#$%&'(")*"&'''''''''''''''''''''''''''''''''''''''''''''+++,-"#$%&.")*"&,)/.                                   !"#$%&'(")*"&'''''''''''''''''''''''''''''''''''''''''''''+++,-"#$%&.")*"&,)/.

                                                                                                                      4. Telephone:
                                      The Mackay 66
                                         Customer Profile                                                                Business: __________________________

It's critical to have information about your customer. Armed with the right knowledge, you can outsell,
                                                                                                                         Home:     __________________________
outmanage, outmotivate and outnegotiate your competition. Knowing your customer means knowing what your
customer really wants. Maybe it's your product, but maybe there is something else, too: recognition, respect,         5. Birth date: _______________________
reliability, service, friendship, help - things all of us care more about as human beings than we care envelopes.
Once you attach your personality to the proposition, people start reacting to the personality, and stop reacting         Place
to the proposition.
                                                                                                                         ___________________________________________________________________________
Use this questionnaire to develop a profile of each customer. Some of your resources for the information might
include receptionists, suppliers, newspapers, assistants, trade publications, and the customers themselves. Look,        Hometown
listen, and learn all you can about the customer, both personally and professionally. You'll find topics for
opening conversations, which can open doors for you and your company.                                                    ___________________________________________________________________________
Date __________________________                                                                                       6. Height (approx.) _________________

Customer                                                                                                                 Weight (approx.) _________________

    1. Name                                                                                                         Education
        ___________________________________________________________________________                                   7. High school
        Nickname                                                                                                         ___________________________________________________________________________
        ___________________________________________________________________________                                      Year graduated ____________________
    2. Company name                                                                                                      College
        ___________________________________________________________________________                                      ___________________________________________________________________________
    3. Address                                                                                                           Year graduated ____________________
        ___________________________________________________________________________                                   8. College honors
        Home address                                                                                                     ___________________________________________________________________________
        ___________________________________________________________________________                                      Degrees

                                                                                                                         ___________________________________________________________________________




                                                       1                                                                                                        2
Clock Partners
Clock Partners
           Clive




Joe                    Julie




           Mark
Customer Database or CRM
Customer Database or CRM
 An Essential Tool for High-Tech Selling
Customer Database or CRM
 An Essential Tool for High-Tech Selling
 What do you use?
Customer Database or CRM
 An Essential Tool for High-Tech Selling
 What do you use?
 Do you love it? Hate it?
Customer Database or CRM
 An Essential Tool for High-Tech Selling
 What do you use?
 Do you love it? Hate it?
 How do you get info into it?
Customer Database or CRM
 An Essential Tool for High-Tech Selling
 What do you use?
 Do you love it? Hate it?
 How do you get info into it?
 What do you wish you could do with it?
www.SalesForce.com
www.SalesForce.com
www.BatchBook.com
www.BatchBook.com
How do you get info into it?
How do you get info into it?
 Data entry (yuk!)
How do you get info into it?
 Data entry (yuk!)
 Scanner (ok)
How do you get info into it?
 Data entry (yuk!)
 Scanner (ok)
 Getting a Pulse
How do you get info into it?
 Data entry (yuk!)
 Scanner (ok)
 Getting a Pulse
 Enhancing you eMemory
How do you get info into it?
 Data entry (yuk!)
 Scanner (ok)
 Getting a Pulse
 Enhancing you eMemory
 Social Networks
LiveScribe.com
LiveScribe.com
Evernote.com
Evernote.com
Evernote.com
www.ScanSnap.com
www.Linkedin.com
www.Linkedin.com
Managing Customer Expectations



Customer Satisfaction =
Managing Customer Expectations



                          Your Performance
Customer Satisfaction =
Managing Customer Expectations



                           Your Performance
Customer Satisfaction =
                          Customer Expectations
Extra-ordinary Service
What ordinary thing can you do that little
bit extra that could delight your customers?
Extra-ordinary Service
What ordinary thing can you do that little
bit extra that could delight your customers?
www.SendOutCards.com
Iven Frangi - www.CXM.com.au
Iven Frangi - www.CXM.com.au


 “Give a customer an experience
  they can’t get anywhere else -
and they won’t go anywhere else.”
Field Trip Exercise
Go to the retail store that rules them all.
Steal their ideas and adapt them to your
own business.
Yes, you can.
Has anyone already been there?
Trend Watching the Events Industry
Trend Watching the Events Industry

  What’s the #1 Mega Marketing
  Trend that The Economist Magazine
  has picked for the last 2 years?
12
      Reaching Global Executives:

     Megatrends in B2B Marketing
         2009 Report
1
MEGATREND ONE
                        The shift to 360º thought leadership




        A
                sked to rate the value of various marketing      user communities) and passive (print) promotional
                activities on a five-point scale, meetings/      channels.
                conferences and research/surveys top the list.      The way forward is clearly a heavier reliance on
           Today B2B providers view a broad array of             creating a programme of thought leadership that
        sponsored programmes, such as conferences and            takes advantage of multiple-entry-point messaging.
        white papers, as a valuable means of capturing
        attention and persuading decision makers.                1. How important are the following non-traditional categories
                                                                 of marketing activity to your organisation?
           This is not to say that traditional advertising       (Mean score out of 5)
        has lost its appeal. Instead, the conclusion is that     Meetings/conferences
                                                                                                                                   3.85
        organisations seeking to promote their businesses
                                                                 Research/surveys
        are increasingly relying on a range of channels,                                                                        3.76
                                                                 White papers, executive summaries, articles
        including print.                                                                                                    3.61
           Specifically, these cross-channel programmes          Website advertising and sponsorship
                                                                                                                         3.40
        engage, inform and motivate target markets across        Rankings, economic analysis and original content
        a broad range of both active (meetings, webcasts,                                                            3.25
                                                                 Webcasts, podcasts and interactive forums
                                                                                                                  3.01
                                                                 Source: 2006 sponsors survey (134 respondents)
This is
Where
Thought
Leaders
Operate
Thought Leadership Defined
Thought Leadership Defined
•   The term was first coined in 1994, by Joel Kurtzman,
    editor-in-chief of the magazine, Strategy+Business
Thought Leadership Defined
•   The term was first coined in 1994, by Joel Kurtzman,
    editor-in-chief of the magazine, Strategy+Business

•   “Thought leaders are individuals or organisations
    that are recognised by peers, customers and industry
    experts as someone who deeply understand the
    business they are in, the needs of their customers,
    and the broader marketplace in which they operate.”
Thought Leadership Defined
•   The term was first coined in 1994, by Joel Kurtzman,
    editor-in-chief of the magazine, Strategy+Business

•   “Thought leaders are individuals or organisations
    that are recognised by peers, customers and industry
    experts as someone who deeply understand the
    business they are in, the needs of their customers,
    and the broader marketplace in which they operate.”

•   “Thought leaders have a distinctively original idea,
    a unique point of view or an insight.”
!"#$%"&'()*+),-"./'
0)&-'1&&)2&.#2
 3'#4'&")'&#/'55'!""!#$%&!'()*+',"'-!$$%.-')'
                            ,"'%.&,/&!'!"#$%"&'
 ()*+),-"./'6*,7)&.2%
    How would you rate the effectiveness of the following marketing vehicles in getting your attention?
    Mean Rating (N~344)

                       Speech or presentation at a conference or trade show                                  3.7
       Case studies describing successful customer solution implementations                                  3.7
                                          Article in the business or trade press                          3.4
                                Invitation to a Webinar, seminar, or workshop                             3.4
               Analyst firm recommendation (such as Gartner/IDC/Forrester)                               3.3
                 Search engine hits when doing research or surfing the Web                              3.2
                                            White paper offered on the Internet                        3.1
                                    Electronic newsletter from the service firm                      2.9
                                                        Conference sponsorship                      2.8
                                                            Direct mail brochure                 2.5
                      Email from a sales representative from the service firm                  2.3
                 Phone call from a sales representative from the service firm                  2.3
                                                       TV or print advertisement               2.3
                                                                   Vendor's blog               2.3
                                                           Online advertisement               2.2
                                         Sporting or cultural event sponsorship             2.0
                                                                                   Source: ITSMA, How Customers Choose Study, North America, 2007
!"#$%"&'()*+),-"./'0*,1)&.2
!"#$%&"'%()'*+,+'$%-%./0+'$
!"#$%"&'()*+),-"./'0*,1)&.2
           !"#$%&"'%()'*+,+'$%-%./0+'$




 This is
Where
Thought
Leaders
Operate
High-Tech High Touch
        Selling
Customer Relationship Management(CRM)
Craig Rispin, CSP
    Business Futurist & Innovation Expert
                                                                   Know First
                                                                    Be First
                                                                   Profit First

                                  Innovation:
                                 The Ultimate
                                 Survival Tool


                         R
                                                                How to Think
                     AKEE                                       Like a Futurist
                  SPE TH
                   OF R!
                    YEA


• Know First, Be First, Profit First
 Learn about the business, people and technology trends transforming business around
 the world. Craig will show you the driving forces impacting your industry - and give you
 specific ideas to gain a strategic advantage. See exactly how to profit from the
 massive changes ahead.

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High-Tech High-Touch Selling for the Events Industry (EEAA 11-09)

  • 1. High-Tech High Touch Selling Customer Relationship Management(CRM)
  • 3. CRM Defined: The strategies, processes, people and technologies used by companies to successfully attract and retain customers for maximum corporate growth and profit.
  • 5. Clock Partners Clive Joe Julie Mark
  • 7. Discussion: Clock Partners - Interview each other:
  • 8. Discussion: Clock Partners - Interview each other: What companies do you buy from that provide an extraordinary offering or customer experience?
  • 9. Discussion: Clock Partners - Interview each other: What companies do you buy from that provide an extraordinary offering or customer experience? What are some some of the ways they interact with you as a client that you like?
  • 10. Discussion: Clock Partners - Interview each other: What companies do you buy from that provide an extraordinary offering or customer experience? What are some some of the ways they interact with you as a client that you like? Can you think of both a High-Tech example and a High-Touch one?
  • 11. selling process is a funnel and typically the filtering process looks like: leads: prospects: presentations: closed sales. (See figure). At each stage the number in each successive group reduces until you close a sale. This is the end of the funnel. The business is closed. Time to find another lead. The view that the process is a funnel is The High-Touch Hourglass a potentially dangerous and costly misconception due to its very limiting nature. A High Touch salesperson has a very different perspective. The High Touch Selling System is an Hourglass. When a High Touch sale is made it’s the end of the getting Leads process and the beginning of the growing process. (See figure.) You learn a great deal about your client when Prospects making a sale. Would you knowingly want to waste such a huge opportunity? Of course not. Presentations Jack Welch former CEO of GE said “We have only two Pending sources of competitive advantage: the ability to learn Sale more about our customers faster than the competition and: the ability to turn that learning into action faster than the competition.” High Touch Selling is about Clients turning the learning into action. Most Growable High Touch sales activity now focuses on developing Clients the client relationship and the range of business Most Valuable transacted. The goal is to grow the amount of business Clients with each client and expand the results. Now the process looks like an hourglass. The Sales Funnel tracks getting the business. The Hour Glass Selling System adds the
  • 12. selling process is a funnel and typically the filtering process looks like: leads: prospects: presentations: closed sales. (See figure). At each stage the number in each successive group reduces until you close a sale. This is the end of the funnel. The business is closed. Time to find another lead. The view that the process is a funnel is The High-Touch Hourglass a potentially dangerous and costly misconception due to its very limiting nature. A High Touch salesperson has a very different perspective. The High Touch Selling System is an Hourglass. When a High Touch sale is made it’s the end of the getting Leads process and the beginning of the growing process. (See figure.) You learn a great deal about your client when Prospects making a sale. Would you knowingly want to waste such a huge opportunity? Of course not. Presentations Jack Welch former CEO of GE said “We have only two Pending sources of competitive advantage: the ability to learn Sale more about our customers faster than the competition and: the ability to turn that learning into action faster than the competition.” High Touch Selling is about Clients turning the learning into action. Most Growable High Touch sales activity now focuses on developing Clients the client relationship and the range of business Most Valuable transacted. The goal is to grow the amount of business Clients with each client and expand the results. Now the process looks like an hourglass. The Sales Funnel tracks getting the business. The Hour Glass Selling System adds the
  • 13. selling process is a funnel and typically the filtering process looks like: leads: prospects: presentations: closed sales. (See figure). At each stage the number in each successive group reduces until you close a sale. This is the end of the funnel. The business is closed. Time to find another lead. The view that the process is a funnel is The High-Touch Hourglass a potentially dangerous and costly misconception due to its very limiting nature. A High Touch salesperson has a very different perspective. The High Touch Selling System is an Hourglass. When a High Touch sale is made it’s the end of the getting Leads process and the beginning of the growing process. (See figure.) You learn a great deal about your client when Prospects making a sale. Would you knowingly want to waste Typical Sales Funnel: such a huge opportunity? Of course not. Presentations Jack Welch former CEO of GE said “We have only two Pending sources of competitive advantage: the ability to learn Sale more about our customers faster than the competition and: the ability to turn that learning into action faster than the competition.” High Touch Selling is about Clients turning the learning into action. Most Growable High Touch sales activity now focuses on developing Clients the client relationship and the range of business Most Valuable transacted. The goal is to grow the amount of business Clients with each client and expand the results. Now the process looks like an hourglass. The Sales Funnel tracks getting the business. The Hour Glass Selling System adds the
  • 14. selling process is a funnel and typically the filtering process looks like: leads: prospects: presentations: closed sales. (See figure). At each stage the number in each successive group reduces until you close a sale. This is the end of the funnel. The business is closed. Time to find another lead. The view that the process is a funnel is The High-Touch Hourglass a potentially dangerous and costly misconception due to its very limiting nature. A High Touch salesperson has a very different perspective. The High Touch Selling System is an Hourglass. When a High Touch sale is made it’s the end of the getting Leads process and the beginning of the growing process. (See figure.) You learn a great deal about your client when Prospects making a sale. Would you knowingly want to waste Typical Sales Funnel: such a huge opportunity? Of course not. Presentations Jack Welch former CEO of GE said “We have only two Pending sources of competitive advantage: the ability to learn Sale more about our customers faster than the competition and: the ability to turn that learning into action faster than the competition.” High Touch Selling is about Clients turning the learning into action. Most Growable High Touch sales activity now focuses on developing Clients the client relationship and the range of business Most Valuable transacted. The goal is to grow the amount of business Clients with each client and expand the results. Now the process looks like an hourglass. The Sales Funnel tracks getting the business. The Hour Glass Selling System adds the
  • 15. selling process is a funnel and typically the filtering process looks like: leads: prospects: presentations: closed sales. (See figure). At each stage the number in each successive group reduces until you close a sale. This is the end of the funnel. The business is closed. Time to find another lead. The view that the process is a funnel is The High-Touch Hourglass a potentially dangerous and costly misconception due to its very limiting nature. A High Touch salesperson has a very different perspective. The High Touch Selling System is an Hourglass. When a High Touch sale is made it’s the end of the getting Leads process and the beginning of the growing process. (See figure.) You learn a great deal about your client when Prospects making a sale. Would you knowingly want to waste Typical Sales Funnel: such a huge opportunity? Of course not. Presentations Jack Welch former CEO of GE said “We have only two Pending sources of competitive advantage: the ability to learn Sale more about our customers faster than the competition and: the ability to turn that learning into action faster The High-Touch Hourglass: than the competition.” High Touch Selling is about Clients turning the learning into action. Most Growable High Touch sales activity now focuses on developing Clients the client relationship and the range of business Most Valuable transacted. The goal is to grow the amount of business Clients with each client and expand the results. Now the process looks like an hourglass. The Sales Funnel tracks getting the business. The Hour Glass Selling System adds the
  • 17. Jack Welch, Ex-CEO of GE “We have only two sources of competitive advantage: the ability to learn more about our customers faster than the competition - and the ability to turn that learning into action faster than the competition.”
  • 19. Harvey Mackay “Humanise your selling strategy.”
  • 20. The Mackay 66 - www.HarveyMackay.com !"#$%&'(")*"&'''''''''''''''''''''''''''''''''''''''''''''+++,-"#$%&.")*"&,)/. !"#$%&'(")*"&'''''''''''''''''''''''''''''''''''''''''''''+++,-"#$%&.")*"&,)/. 4. Telephone: The Mackay 66 Customer Profile Business: __________________________ It's critical to have information about your customer. Armed with the right knowledge, you can outsell, Home: __________________________ outmanage, outmotivate and outnegotiate your competition. Knowing your customer means knowing what your customer really wants. Maybe it's your product, but maybe there is something else, too: recognition, respect, 5. Birth date: _______________________ reliability, service, friendship, help - things all of us care more about as human beings than we care envelopes. Once you attach your personality to the proposition, people start reacting to the personality, and stop reacting Place to the proposition. ___________________________________________________________________________ Use this questionnaire to develop a profile of each customer. Some of your resources for the information might include receptionists, suppliers, newspapers, assistants, trade publications, and the customers themselves. Look, Hometown listen, and learn all you can about the customer, both personally and professionally. You'll find topics for opening conversations, which can open doors for you and your company. ___________________________________________________________________________ Date __________________________ 6. Height (approx.) _________________ Customer Weight (approx.) _________________ 1. Name Education ___________________________________________________________________________ 7. High school Nickname ___________________________________________________________________________ ___________________________________________________________________________ Year graduated ____________________ 2. Company name College ___________________________________________________________________________ ___________________________________________________________________________ 3. Address Year graduated ____________________ ___________________________________________________________________________ 8. College honors Home address ___________________________________________________________________________ ___________________________________________________________________________ Degrees ___________________________________________________________________________ 1 2
  • 22. Clock Partners Clive Joe Julie Mark
  • 24. Customer Database or CRM An Essential Tool for High-Tech Selling
  • 25. Customer Database or CRM An Essential Tool for High-Tech Selling What do you use?
  • 26. Customer Database or CRM An Essential Tool for High-Tech Selling What do you use? Do you love it? Hate it?
  • 27. Customer Database or CRM An Essential Tool for High-Tech Selling What do you use? Do you love it? Hate it? How do you get info into it?
  • 28. Customer Database or CRM An Essential Tool for High-Tech Selling What do you use? Do you love it? Hate it? How do you get info into it? What do you wish you could do with it?
  • 33.
  • 34.
  • 35.
  • 36.
  • 37.
  • 38. How do you get info into it?
  • 39. How do you get info into it? Data entry (yuk!)
  • 40. How do you get info into it? Data entry (yuk!) Scanner (ok)
  • 41. How do you get info into it? Data entry (yuk!) Scanner (ok) Getting a Pulse
  • 42. How do you get info into it? Data entry (yuk!) Scanner (ok) Getting a Pulse Enhancing you eMemory
  • 43. How do you get info into it? Data entry (yuk!) Scanner (ok) Getting a Pulse Enhancing you eMemory Social Networks
  • 52.
  • 53.
  • 54.
  • 55.
  • 57. Managing Customer Expectations Your Performance Customer Satisfaction =
  • 58. Managing Customer Expectations Your Performance Customer Satisfaction = Customer Expectations
  • 59. Extra-ordinary Service What ordinary thing can you do that little bit extra that could delight your customers?
  • 60. Extra-ordinary Service What ordinary thing can you do that little bit extra that could delight your customers?
  • 62. Iven Frangi - www.CXM.com.au
  • 63. Iven Frangi - www.CXM.com.au “Give a customer an experience they can’t get anywhere else - and they won’t go anywhere else.”
  • 64. Field Trip Exercise Go to the retail store that rules them all. Steal their ideas and adapt them to your own business. Yes, you can. Has anyone already been there?
  • 65. Trend Watching the Events Industry
  • 66. Trend Watching the Events Industry What’s the #1 Mega Marketing Trend that The Economist Magazine has picked for the last 2 years?
  • 67. 12 Reaching Global Executives: Megatrends in B2B Marketing 2009 Report
  • 68. 1 MEGATREND ONE The shift to 360º thought leadership A sked to rate the value of various marketing user communities) and passive (print) promotional activities on a five-point scale, meetings/ channels. conferences and research/surveys top the list. The way forward is clearly a heavier reliance on Today B2B providers view a broad array of creating a programme of thought leadership that sponsored programmes, such as conferences and takes advantage of multiple-entry-point messaging. white papers, as a valuable means of capturing attention and persuading decision makers. 1. How important are the following non-traditional categories of marketing activity to your organisation? This is not to say that traditional advertising (Mean score out of 5) has lost its appeal. Instead, the conclusion is that Meetings/conferences 3.85 organisations seeking to promote their businesses Research/surveys are increasingly relying on a range of channels, 3.76 White papers, executive summaries, articles including print. 3.61 Specifically, these cross-channel programmes Website advertising and sponsorship 3.40 engage, inform and motivate target markets across Rankings, economic analysis and original content a broad range of both active (meetings, webcasts, 3.25 Webcasts, podcasts and interactive forums 3.01 Source: 2006 sponsors survey (134 respondents)
  • 71. Thought Leadership Defined • The term was first coined in 1994, by Joel Kurtzman, editor-in-chief of the magazine, Strategy+Business
  • 72. Thought Leadership Defined • The term was first coined in 1994, by Joel Kurtzman, editor-in-chief of the magazine, Strategy+Business • “Thought leaders are individuals or organisations that are recognised by peers, customers and industry experts as someone who deeply understand the business they are in, the needs of their customers, and the broader marketplace in which they operate.”
  • 73. Thought Leadership Defined • The term was first coined in 1994, by Joel Kurtzman, editor-in-chief of the magazine, Strategy+Business • “Thought leaders are individuals or organisations that are recognised by peers, customers and industry experts as someone who deeply understand the business they are in, the needs of their customers, and the broader marketplace in which they operate.” • “Thought leaders have a distinctively original idea, a unique point of view or an insight.”
  • 74. !"#$%"&'()*+),-"./' 0)&-'1&&)2&.#2 3'#4'&")'&#/'55'!""!#$%&!'()*+',"'-!$$%.-')' ,"'%.&,/&!'!"#$%"&' ()*+),-"./'6*,7)&.2% How would you rate the effectiveness of the following marketing vehicles in getting your attention? Mean Rating (N~344) Speech or presentation at a conference or trade show 3.7 Case studies describing successful customer solution implementations 3.7 Article in the business or trade press 3.4 Invitation to a Webinar, seminar, or workshop 3.4 Analyst firm recommendation (such as Gartner/IDC/Forrester) 3.3 Search engine hits when doing research or surfing the Web 3.2 White paper offered on the Internet 3.1 Electronic newsletter from the service firm 2.9 Conference sponsorship 2.8 Direct mail brochure 2.5 Email from a sales representative from the service firm 2.3 Phone call from a sales representative from the service firm 2.3 TV or print advertisement 2.3 Vendor's blog 2.3 Online advertisement 2.2 Sporting or cultural event sponsorship 2.0 Source: ITSMA, How Customers Choose Study, North America, 2007
  • 76. !"#$%"&'()*+),-"./'0*,1)&.2 !"#$%&"'%()'*+,+'$%-%./0+'$ This is Where Thought Leaders Operate
  • 77. High-Tech High Touch Selling Customer Relationship Management(CRM)
  • 78. Craig Rispin, CSP Business Futurist & Innovation Expert Know First Be First Profit First Innovation: The Ultimate Survival Tool R How to Think AKEE Like a Futurist SPE TH OF R! YEA • Know First, Be First, Profit First Learn about the business, people and technology trends transforming business around the world. Craig will show you the driving forces impacting your industry - and give you specific ideas to gain a strategic advantage. See exactly how to profit from the massive changes ahead.