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Introduction 
Internet Changes Buying Process 
Consumer Ctrl not Supplier Ctrl Education / Research vs. Being Sold 
Buyers have leverage against sales people bc of 24/7 information availability 
Smart Companies (suppliers) 
Deliver research/content at exact pt in time consumer needs it 
Educate / Tell Stories vs. Sell 
Nurture buyers to next step (bc they're not ready at beginning of process 
CASE STUDY Quark Expeditions 
Content curation post-sale 
Addnl expedition options 
Travel gear checklists 
FAQ Video: What to pack (cameras, medicines, sunscreen 
Value added services during post sale delivery 
Photography lectures 
On-site photography assistance 
Quark Photographic Journal w/ best passenger photos 
Free to all passengers 
Photos are free to share via social 
New Rules of Sales & Service 
INFORM & EDUCATE 
THOUGHT LEADERSHIP: Develop yourself & company 
Authentic storytelling & content 
publishing aligned w/ buyer needs 
CEO-driven / Employee execution 
Big Data Science 
Agile Selling (new business) 
Real-Time Engagement w/ digital 
tools @ exact moment consumer 
needs help (existing business) 
Twitter & FB Updates show real-time 
responsiveness & provide 
archived content for future 
questions 
Buyers educate themselves 
before contacting a 
salesperson (24/7 info access) 
Online Content 
Old Rules of Sales & Service 
Sales 
Key driver in new rules of sales/service 
Online content can educate, inform, and entertain 
Sleazy, Consumer 
Defensiveness, Adversarial 
(consumer gets taken 
advantage of) 
Service 
Indifference, Rudeness, 
Communication Barriers 
(outsourced call centers) 
Real-Time & Mobile Communications 
Real-Time Engagement 
News breaks in minutes vs. days 
Content must capitalize on breaking 
news stories (NEWSJACKING) 
Mobile Devices 
Fastest growing field 
Understanding implications of 
consumers living in 1-screen 
world 
CASE STUDY: Larry McGlynn Insurance (p. 27-29) Nantucket 
Demolition Derby video and blog post examples 
Customer interviews 
Short films 
Return of The Human Element 
Social Media as an Opportunity 
Practical application and link to corporate 
strategy vs. Hype about the tools themselves 
All members of company participating in social 
networks has opportunity to participating in 
selling or education process 
Return of Storytelling (compelling 
narratives about people, products, 
and company 
Salesperson as "information broker" 
THE NEW RULES OF SALES & SERVICE 
BY DAVID MEERMAN SCOTT 
MIND MAPS BY TONY FAUSTINO PAGE 1 www.socialmediareinvention.com
The Old Rules of Sales & Service 
Interruption Marketing Persists 
Cold Calling: "Dialing for Dollars" 
Many companies still cling 
to salesperson as expert 
Failure to adjust bc 
still cold calling 
Requests for customer surveys 
Automated phone calls/ Robot-calls National Do Not Call Registry 
Gating Information (e.g. 
collecting email addresses for 
white papers / other content 
Confrontational Relationships 
Walking into a car dealership 
Trade shows booths / product demonstrations 
In-store persuasion 
Marketing & Sales don't work together 
Marketing people aren't meeting customers 
Write marketing & demo materials w/out buyer input 
Marketing is supposed to generate leads for sales team 
Sales team is responsible for closing leads 
Customer Service Surveys 
All taking, no giving 
Taking of customer's time 
Survey creators have no 
link to people who 
create content to 
educate customers 
New Rules Means Marketing & Sales Tied 
Together Through Entire Sales Cycle 
Where's the Buyer Persona? 
Simple Digital Things Salespeople 
Can Do to Re-Claim Expertise 
Clients / Buyers can 
now have informational 
"upper hand" 
ABUSE OF TRUST: 
Consumers Giving 
Contact Info DOES 
NOT EQUAL 
Granting Permission 
for Interruption 
Email addresses 
Phone numbers 
Buyers evaluate service through entire sales cycle 
Customers see what firms do on web & social media 
IMPORTANT KPI: Great content 
can shorten the selling cycle 
What is the problem(s) your buyer wants to solve? 
How does your service solve buyer problems w/ technology 
How does your buyer describe the solution? 
Twitter: Follow new clients 
LinkedIn: Share information re: articles, books, etc. 
They already know what they want 
Express their displeasure publicly via social media 
InMail Spam LinkedIn connections 
DM Spam Twitter followers 
IMPORTANT IN COMPLEX 
SALES: Multiple decision 
points / multiple stakeholders 
Marketing Like It's 1995 
THE NEW RULES OF SALES & SERVICE 
BY DAVID MEERMAN SCOTT 
MIND MAPS BY TONY FAUSTINO PAGE 2 www.socialmediareinvention.com
New Rules of Sales & Service 
Authentic Storytelling Sets the Tone 
Authenticity vs. Spin 
CEO = Master Storyteller 
Social Networks mean ALL 
employees have a sales/service role 
Tell stories people understand - 
not marketing-speak 
Content Links Companies & Customers 
Think Like a Publisher / You are 
What You Publish 
Great content pulls customers into the 
buying process / sales cycle 
Social networks are your content 
distribution channels 
Great content marketers CREATE & CURATE 
Big Data Enables Scientific Approach to Marketing & Sales 
Measurement of online communications has 
infinite possibilities 
Tell the Truth: Buyers have more & better 
access to information than sellers 
Big Data enables individual customization in 
customer offers / experience 
Sentiment Analysis: aggregate positive/negative 
perceptions about a brand, company, etc. based on 
what's being said about them in social networks 
Real-Time Engagement Keeps EXISTING Customers Happy 
Agile Selling Brings NEW Business to Companies 
24/7 "always on" world means 
customers expect rapid response 
HUGE incentive to fix problems bc of 
independent product / service review sites 
Customers expect support via social networks 
Buyers buy on THEIR OWN TIMETABLE (not yours) 
Consumer buying intent starts at search 
engines & social networks 
Respond rapidly when customers are ready-to-buy 
Content delivery PRECISELY WHEN THE 
CUSTOMER needs it is HUGE 
Case Studies 
OPEN Cycle p. 40-45 
Big Data / Rich Data: Nate Silver & Billy Beane 
Big Data / Rich Data: Real-Time application via 
Home Depot snowstorm / snowblower example 
THE NEW RULES OF SALES & SERVICE 
BY DAVID MEERMAN SCOTT 
MIND MAPS BY TONY FAUSTINO PAGE 3 www.socialmediareinvention.com
Your Story 
Importance of Storytelling 
Universality 
Most common way to connect w/ 
another person's imagination 
Inescapable part of professional communication 
Organizational Storytelling 
is CEO-Driven 
Foundation for groundwork 
connecting customers to employees 
Is your customer's story about themselves 
aligned w/ how you tell stories about your 
company, product, service? 
Why buyer persona research is so important 
Case Study: Larry Janesky, Founder 
& CEO of Basement Systems 
p.59-64: Consultative / Educating 
approach -- Consultative Sell 
Case Study: Howard Dean Presidential 
Campaign -- p.71 the "scrappy" start-up 
going against the big names 
Case Study: Robert Giardini, 
CEO of Town Sports 
International Health Clubs p. 
66-69 
Storytelling Requirements 
Storytelling Tips 
TRUTH 
Customer's story aligns w/ your story 
Showcase how your company is the ideal choice 
Think of conveying what you do to 
friends in a restaurant 
Introduce Conflict: Who's the bad guy? The 
Big Box Competitor, The Status Quo, 
Traditional Approaches 
Describe simply how you can solve 
customer's problems 
THE NEW RULES OF SALES & SERVICE 
BY DAVID MEERMAN SCOTT 
MIND MAPS BY TONY FAUSTINO PAGE 4 www.socialmediareinvention.com
Integrating 
Marketing and Sales 
with Buyer Personas 
Digital era means smaller divide 
between marketing & sales 
Marketing creates the content 
Salesperson, "the customer expert" 
provides context: how does this 
content fit in w/ my decision makers & 
my account 
Contextual Content Marketing How you make the content "real" 
for your customers 
Marketing & Sales must be integrated, 
aligned, and in-sync (especially in small 
organizations) 
Buyer Personas 
The representative groups of people who 
purchase your products / services 
Distinct demographic groupings or segmentations 
of your target audience 
Multiple buyer personas are important to define and 
understand because certain buyers needs may not be 
able to be addressed by your product / service 
Smart organizations create multiple sales strategies to 
address each buyer persona 
Case Study: Nobis Hotel p.76 
SEO Strategy = Using phrases 
describing the hotel found in social 
networks 
MSU = Making Shit Up 
Is the buyer persona based on input / 
voices from the actual customer? 
You have to meet the actual people 
who are Real-Time Marketing your end-users / buyers 
Research for Buyer Personas 
Monitor the blogs, forums, social networks, 
chat rooms your buyers participate in 
Case Study: Avis Europe p.82-83 
Additional Ideas for 
Collecting Buyer Persona Data 
Meet customers in their offices 
Attend the conferences your buyers 
go to (as a delegate not a vendor) 
Watch webinars your buyers wa)tch (stay 
alert to Twitter #hashtags 
Read books your buyers read 
Case Study: Go Pro Cameras p. 
88-89; Nicholas Woodman, CEO & 
Founder 
"Go to the Source:" Have customers try 
prototypes & beat up the product 
Great example of customer / buyer 
persona segmentation 
Adele Revella on getting marketing 
& sales to work together: 
"Marketing has to become the 
buyer experts AND product 
experts." p.90 
Understand buyer perceptions why 
they won't choose you (beyond the 
price objection) 
Buyer Persona Interview p.92-93: 
1 scripted open-ended question; 
rest of interview is unscripted 
"Take me back to the day when you 
were first evaluating XYZ product / 
service and tell me what happened 
during this process." 
New product/service not available: 
CRITICAL to define the problem(s) the 
buyer is trying to solve 
Buyer Persona Profile p.94-95 
1-page document 
Use real names & a photo 
Case Study: HubSpot's Internet Ian 
THE NEW RULES OF SALES & SERVICE 
BY DAVID MEERMAN SCOTT 
MIND MAPS BY TONY FAUSTINO PAGE 5 www.socialmediareinvention.com
THE NEW RULES OF SALES & SERVICE 
BY DAVID MEERMAN SCOTT 
1. Educate & Inform 2. You Sell More When U Stop Selling 3. Think/Share Content Like Publishers 
The Sales Cycle is 
Now the Buying Cycle 
Case Study p.99-101: Allison 
Meerman Scott Goes to College 
4 year+ independent research 
process - "Allison sold herself" 
4 year buying process 
Multiple approvers - her 2 parents 
High required investment 
Case Study p. 103: Herb 
Chambers Used Car Dealership 
"We don't sell people. We help them buy." 
Case Study p.104-105: Jill 
Rowley, Oracle Social Selling 
Evangelism 
LEARNING PARTIES 
"Modern salespeople aren't sellers. 
They're business people who provide 
insight to help influence what people 
buy. 
Education on content: how buyers use it 
& how to share it w/ them 
Do You Still Need Sales People? -- MAYBE NOT 
Don't Squeeze Buyers: 
STOP GATING CONTENT! 
Driving Customers into the Buying Process 
Case Study: Kendall PRess p.116, The Grateful Dead p.118 
Analysis why "ungated" is better p.119-121 
"Hybrid Model" -- make 1st content e.g., 
report/eBook no registration, make 2nd 
content e.g., a webinar require registration 
p.120-121 e.g., HubSpot, Atlassian 
Enterprise Software 
Early part of the buying process = 
education, basic information, GOAL: these 
guys are smart, I want to learn more 
Middle part of buying process = "raising the 
hand" - you need to offer something 
VALUABLE convincing customer to provide 
contact information; don't sell yet, still need 
to move customer thru buying process: 
white paper, eBook, webinar, e-mail 
newsletter -- P.110-111 SPAREFOOT 
STORAGE TRENDS REPORT 
Closing part of the buying process: Send in 
salesperson with content and customer 
information/details that can facilitate the sale -- 
p.111-112 "content curation shared via social" 
Post Sales: Enroll customers in quarterly newsletters and 
online communities w/ current customers; "clip & share 
relevant content via social" 
Post Sales: Perform web metrics analysis and review 
which content is being shared and has traction vs. 
content that doesn't -- CONTINUOUSLY ITERATE 
Case Studies: GADCAD, Sparefoot, 
Siemens Medical Technologies, 
Kendall PRess (p.116) 
Case Study: Tesla Motors, Atlassian 
Enterprise Software p.125-129 
CONTENT FOR EACH STEP IN BUYING PROCESS 
4. Deliver Content at Each Step the Buyer Requires 
MIND MAPS BY TONY FAUSTINO PAGE 6 www.socialmediareinvention.com
Agile, Real-Time Social Sales 
Agile Sales Concept: Instant 
buyer engagement allows you 
to close more sales 
AGILE refers to both 
company & individual. 
You're HYPER-RESPONSIVE 
to buyers based on what 
buyer is doing & how you're 
interacting w/ them 
AGILE refers to knowing & 
ANTICIPATING what your buyers 
require and will react to at that 
moment 
CONTEXT Case Study: HubSpot 
Revenue Chief, Mark Roberge p. 
133 
PROVIDE CONTEXT: Salesperson frames 
content how it solves EACH individual 
buyers' problems 
Salesperson-Buyer Relationship = Doctor- 
Patient, Consultant-Organization 
Learn/Understand all the issues/problems 
1st then suggest recommendations 
HONESTY: If your solution can't, address 
buyer's problem, tell her/him 
DELIVER ACTIONABLE INSIGHT: Fill in 
the information gaps between buyer's 
problem & what you describe on your 
website about your product/service 
BUYER PERSONA CRITICAL: Precise context in 
your content can only be delivered if you've 
accurately captured the buyer persona 
AGILE'S FOUNDATION: Winning 
w/ Speed, Agility & Context 
Respond in MINUTES not Days 
Case Study: Contextual phone calls 
differentiate a HubSpot call from a "cold call" p. 
136 
Case Study: IBM's real-time Social Communication 
Guidelines p.149 
Speed & agility can blunt competitor size p.163 
Current State CRM Challenges: Brian 
Halligan, CEO Hubspot, p.160-162 
Predictive Analysis 
Newsjacking as Competitive & 
CONTEXTUAL Differentiator 
Case Study: Amazon, 
Pandora, Netflix 
Recommendation Engines p. 
153 
TRIGGER EVENTS: Registration for webinars, 
downloading of white papers predict a buyer 
moving towards a "buy decision" 
Case Study (Non-Profit Fundraising): 
Louisa Stephens Associates of Boston 
Public Library & Raiser's Edge Software 
p.153-155 
Most successful NRSS companies use proprietary 
info, news info, and info from social networks 
Concept: Art/Science of injecting your ideas into 
breaking news to generate media coverage for 
yourself & your business 
REAL-TIME PRECISION: Put your ideas out there 
PRECISELY when your buyers are thinking about your 
expertise 
Inspired by 1) your own experiences, business 
issues; 2) global, breaking news events 
Case Study: MultiCare Health Systems, 
Ronnie Dunn, Mitch Jackson p.137-143 
Real-Time News Source Catalysts: RSS, 
Keyword Lists monitored via Twitter 
(TweetDeck, HootSuite), Google Alerts, 
influential blogs, industry publications 
Be SENSITIVE to any news w/ negative connotations 
Real-Time Automation in 
Interruption Markting 
Case Study: Acura Insider Twitter 
Spam at 2012 New Orleans JazzFest p. 
144 
Technical algorithms aren't enough - Human 
monitoring + technology is required 
Case Study: Uber takes on 
traditional taxi business w/ real-time 
iPhone/Android apps p.146 
Based on 1990's cold-calling, 
aggressiveness, monitoring sales rep 
activity, and forecasting of sales 
New Rules Sales Rep has to be: 1) active on 
social networks, 2) have access to buying 
signals and other real-time information to 
build GENUINE buyer relationships 3) 
understand that buyers are in control more 
than ever bc of easy information access 
THE NEW RULES OF SALES & SERVICE 
BY DAVID MEERMAN SCOTT 
MIND MAPS BY TONY FAUSTINO PAGE 7 www.socialmediareinvention.com
The New Service Imperative 
Case Study: Yale Appliance & 
Lighting p.163-166; The Meerman 
Scott Family buys a new dishwasher 
Elements of Customers Service 
Customer service is how a company helps 
buyers before, during, and after a sale 
1. Customer Support: art/science of keeping customers happy by 
communicating about company's products/services 
2. Handling Complaints: Essential part of customer service because you 
can transform an unhappy customer into a delighted one 
3. Professional Services: Additional elements a company delivers (or thru 
its partners) to help a buyer install, learn, or use the product/service 
Content's Role in Customer Service 
Understand how/where buyers want to communicate w/ you 
If the buyer sends an email, respond via email; If buyer 
contacts you via Twitter, tweet back 
Deliver content at the right time during the buying 
process precisely when the buyer needs it; p. 167-168 
Costa Rica Expeditions 
Customer Service as Revenue Generator 
Investing in OUTSTANDING customer service 
processes generates more revenue & profit than 
investing same amount in sales process 
Continue to do the things that delighted the buyer 
during the sales process (but most companies treat 
their buyers differently post-sale) 
DELIGHTED customers = Unpaid salesforce 
Case Study: Doug Weil, CEO Clearly Resolved p.172-173 
Case Study: p.176-178 Ron Ploof, Social Media Mgr, Epson; 
how to handle customer complaints & in the buyer's 
preferred communication medium; Epson Social Media 
Support Process Diagram 
Case Study (Non-Profit): p.173-175 Paul Young, 
Digital Director, charity:water (proof/validation who 
& where your individual donation makes impact 
Poor Customer Service is THE NORM 
Case Study: Hilton Honors Awards 
Programs threatens to cancel David's 
membership p.169-170 
Companies don't take advantage of rich data 
(e.g., David already has and has paid for Hilton 
stays w/ Amex Platinum) 
Surveys Strategically Used as 
Service Differentiator 
Case Study: p.182-186; Keith Jennings, 
Jackson Healthcare; Providing value when 
asking for surveys - "give something 
proving WIFM" 
Case Study: p.186-189; Guy Letts, 
CustomerSure; real-time responsiveness, fixes, 
& triaging as survey results come in 
THE NEW RULES OF SALES & SERVICE 
BY DAVID MEERMAN SCOTT 
MIND MAPS BY TONY FAUSTINO PAGE 8 www.socialmediareinvention.com
Agile, Real-Time Social Service 
Corporate World: Slower esponsiveness due to process 
& gaining permission from corporate channels 
Real-Time Customer Engagement 
Respond to customers on their time frame 
Act before window opportunity vanishes 
Revise plans as mkt changes 
Measure results today 
Execute based on what's happening now 
Empower your people to act 
Move when the time is right 
Encourage people to make wise decisions quickly (alone if necessary 
Make swift inquires & be prepared to act 
Quickly evaluate courses alternatives & choose course of action 
SHIP: Get it done & push it out, bc it will never be perfect 
THE NEW RULES OF SALES & SERVICE 
BY DAVID MEERMAN SCOTT 
MIND MAPS BY TONY FAUSTINO PAGE 9 www.socialmediareinvention.com

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Mind Maps of Chapters 1 - 7 of The New Rules of Sales Service by David Meerman Scott

  • 1. Introduction Internet Changes Buying Process Consumer Ctrl not Supplier Ctrl Education / Research vs. Being Sold Buyers have leverage against sales people bc of 24/7 information availability Smart Companies (suppliers) Deliver research/content at exact pt in time consumer needs it Educate / Tell Stories vs. Sell Nurture buyers to next step (bc they're not ready at beginning of process CASE STUDY Quark Expeditions Content curation post-sale Addnl expedition options Travel gear checklists FAQ Video: What to pack (cameras, medicines, sunscreen Value added services during post sale delivery Photography lectures On-site photography assistance Quark Photographic Journal w/ best passenger photos Free to all passengers Photos are free to share via social New Rules of Sales & Service INFORM & EDUCATE THOUGHT LEADERSHIP: Develop yourself & company Authentic storytelling & content publishing aligned w/ buyer needs CEO-driven / Employee execution Big Data Science Agile Selling (new business) Real-Time Engagement w/ digital tools @ exact moment consumer needs help (existing business) Twitter & FB Updates show real-time responsiveness & provide archived content for future questions Buyers educate themselves before contacting a salesperson (24/7 info access) Online Content Old Rules of Sales & Service Sales Key driver in new rules of sales/service Online content can educate, inform, and entertain Sleazy, Consumer Defensiveness, Adversarial (consumer gets taken advantage of) Service Indifference, Rudeness, Communication Barriers (outsourced call centers) Real-Time & Mobile Communications Real-Time Engagement News breaks in minutes vs. days Content must capitalize on breaking news stories (NEWSJACKING) Mobile Devices Fastest growing field Understanding implications of consumers living in 1-screen world CASE STUDY: Larry McGlynn Insurance (p. 27-29) Nantucket Demolition Derby video and blog post examples Customer interviews Short films Return of The Human Element Social Media as an Opportunity Practical application and link to corporate strategy vs. Hype about the tools themselves All members of company participating in social networks has opportunity to participating in selling or education process Return of Storytelling (compelling narratives about people, products, and company Salesperson as "information broker" THE NEW RULES OF SALES & SERVICE BY DAVID MEERMAN SCOTT MIND MAPS BY TONY FAUSTINO PAGE 1 www.socialmediareinvention.com
  • 2. The Old Rules of Sales & Service Interruption Marketing Persists Cold Calling: "Dialing for Dollars" Many companies still cling to salesperson as expert Failure to adjust bc still cold calling Requests for customer surveys Automated phone calls/ Robot-calls National Do Not Call Registry Gating Information (e.g. collecting email addresses for white papers / other content Confrontational Relationships Walking into a car dealership Trade shows booths / product demonstrations In-store persuasion Marketing & Sales don't work together Marketing people aren't meeting customers Write marketing & demo materials w/out buyer input Marketing is supposed to generate leads for sales team Sales team is responsible for closing leads Customer Service Surveys All taking, no giving Taking of customer's time Survey creators have no link to people who create content to educate customers New Rules Means Marketing & Sales Tied Together Through Entire Sales Cycle Where's the Buyer Persona? Simple Digital Things Salespeople Can Do to Re-Claim Expertise Clients / Buyers can now have informational "upper hand" ABUSE OF TRUST: Consumers Giving Contact Info DOES NOT EQUAL Granting Permission for Interruption Email addresses Phone numbers Buyers evaluate service through entire sales cycle Customers see what firms do on web & social media IMPORTANT KPI: Great content can shorten the selling cycle What is the problem(s) your buyer wants to solve? How does your service solve buyer problems w/ technology How does your buyer describe the solution? Twitter: Follow new clients LinkedIn: Share information re: articles, books, etc. They already know what they want Express their displeasure publicly via social media InMail Spam LinkedIn connections DM Spam Twitter followers IMPORTANT IN COMPLEX SALES: Multiple decision points / multiple stakeholders Marketing Like It's 1995 THE NEW RULES OF SALES & SERVICE BY DAVID MEERMAN SCOTT MIND MAPS BY TONY FAUSTINO PAGE 2 www.socialmediareinvention.com
  • 3. New Rules of Sales & Service Authentic Storytelling Sets the Tone Authenticity vs. Spin CEO = Master Storyteller Social Networks mean ALL employees have a sales/service role Tell stories people understand - not marketing-speak Content Links Companies & Customers Think Like a Publisher / You are What You Publish Great content pulls customers into the buying process / sales cycle Social networks are your content distribution channels Great content marketers CREATE & CURATE Big Data Enables Scientific Approach to Marketing & Sales Measurement of online communications has infinite possibilities Tell the Truth: Buyers have more & better access to information than sellers Big Data enables individual customization in customer offers / experience Sentiment Analysis: aggregate positive/negative perceptions about a brand, company, etc. based on what's being said about them in social networks Real-Time Engagement Keeps EXISTING Customers Happy Agile Selling Brings NEW Business to Companies 24/7 "always on" world means customers expect rapid response HUGE incentive to fix problems bc of independent product / service review sites Customers expect support via social networks Buyers buy on THEIR OWN TIMETABLE (not yours) Consumer buying intent starts at search engines & social networks Respond rapidly when customers are ready-to-buy Content delivery PRECISELY WHEN THE CUSTOMER needs it is HUGE Case Studies OPEN Cycle p. 40-45 Big Data / Rich Data: Nate Silver & Billy Beane Big Data / Rich Data: Real-Time application via Home Depot snowstorm / snowblower example THE NEW RULES OF SALES & SERVICE BY DAVID MEERMAN SCOTT MIND MAPS BY TONY FAUSTINO PAGE 3 www.socialmediareinvention.com
  • 4. Your Story Importance of Storytelling Universality Most common way to connect w/ another person's imagination Inescapable part of professional communication Organizational Storytelling is CEO-Driven Foundation for groundwork connecting customers to employees Is your customer's story about themselves aligned w/ how you tell stories about your company, product, service? Why buyer persona research is so important Case Study: Larry Janesky, Founder & CEO of Basement Systems p.59-64: Consultative / Educating approach -- Consultative Sell Case Study: Howard Dean Presidential Campaign -- p.71 the "scrappy" start-up going against the big names Case Study: Robert Giardini, CEO of Town Sports International Health Clubs p. 66-69 Storytelling Requirements Storytelling Tips TRUTH Customer's story aligns w/ your story Showcase how your company is the ideal choice Think of conveying what you do to friends in a restaurant Introduce Conflict: Who's the bad guy? The Big Box Competitor, The Status Quo, Traditional Approaches Describe simply how you can solve customer's problems THE NEW RULES OF SALES & SERVICE BY DAVID MEERMAN SCOTT MIND MAPS BY TONY FAUSTINO PAGE 4 www.socialmediareinvention.com
  • 5. Integrating Marketing and Sales with Buyer Personas Digital era means smaller divide between marketing & sales Marketing creates the content Salesperson, "the customer expert" provides context: how does this content fit in w/ my decision makers & my account Contextual Content Marketing How you make the content "real" for your customers Marketing & Sales must be integrated, aligned, and in-sync (especially in small organizations) Buyer Personas The representative groups of people who purchase your products / services Distinct demographic groupings or segmentations of your target audience Multiple buyer personas are important to define and understand because certain buyers needs may not be able to be addressed by your product / service Smart organizations create multiple sales strategies to address each buyer persona Case Study: Nobis Hotel p.76 SEO Strategy = Using phrases describing the hotel found in social networks MSU = Making Shit Up Is the buyer persona based on input / voices from the actual customer? You have to meet the actual people who are Real-Time Marketing your end-users / buyers Research for Buyer Personas Monitor the blogs, forums, social networks, chat rooms your buyers participate in Case Study: Avis Europe p.82-83 Additional Ideas for Collecting Buyer Persona Data Meet customers in their offices Attend the conferences your buyers go to (as a delegate not a vendor) Watch webinars your buyers wa)tch (stay alert to Twitter #hashtags Read books your buyers read Case Study: Go Pro Cameras p. 88-89; Nicholas Woodman, CEO & Founder "Go to the Source:" Have customers try prototypes & beat up the product Great example of customer / buyer persona segmentation Adele Revella on getting marketing & sales to work together: "Marketing has to become the buyer experts AND product experts." p.90 Understand buyer perceptions why they won't choose you (beyond the price objection) Buyer Persona Interview p.92-93: 1 scripted open-ended question; rest of interview is unscripted "Take me back to the day when you were first evaluating XYZ product / service and tell me what happened during this process." New product/service not available: CRITICAL to define the problem(s) the buyer is trying to solve Buyer Persona Profile p.94-95 1-page document Use real names & a photo Case Study: HubSpot's Internet Ian THE NEW RULES OF SALES & SERVICE BY DAVID MEERMAN SCOTT MIND MAPS BY TONY FAUSTINO PAGE 5 www.socialmediareinvention.com
  • 6. THE NEW RULES OF SALES & SERVICE BY DAVID MEERMAN SCOTT 1. Educate & Inform 2. You Sell More When U Stop Selling 3. Think/Share Content Like Publishers The Sales Cycle is Now the Buying Cycle Case Study p.99-101: Allison Meerman Scott Goes to College 4 year+ independent research process - "Allison sold herself" 4 year buying process Multiple approvers - her 2 parents High required investment Case Study p. 103: Herb Chambers Used Car Dealership "We don't sell people. We help them buy." Case Study p.104-105: Jill Rowley, Oracle Social Selling Evangelism LEARNING PARTIES "Modern salespeople aren't sellers. They're business people who provide insight to help influence what people buy. Education on content: how buyers use it & how to share it w/ them Do You Still Need Sales People? -- MAYBE NOT Don't Squeeze Buyers: STOP GATING CONTENT! Driving Customers into the Buying Process Case Study: Kendall PRess p.116, The Grateful Dead p.118 Analysis why "ungated" is better p.119-121 "Hybrid Model" -- make 1st content e.g., report/eBook no registration, make 2nd content e.g., a webinar require registration p.120-121 e.g., HubSpot, Atlassian Enterprise Software Early part of the buying process = education, basic information, GOAL: these guys are smart, I want to learn more Middle part of buying process = "raising the hand" - you need to offer something VALUABLE convincing customer to provide contact information; don't sell yet, still need to move customer thru buying process: white paper, eBook, webinar, e-mail newsletter -- P.110-111 SPAREFOOT STORAGE TRENDS REPORT Closing part of the buying process: Send in salesperson with content and customer information/details that can facilitate the sale -- p.111-112 "content curation shared via social" Post Sales: Enroll customers in quarterly newsletters and online communities w/ current customers; "clip & share relevant content via social" Post Sales: Perform web metrics analysis and review which content is being shared and has traction vs. content that doesn't -- CONTINUOUSLY ITERATE Case Studies: GADCAD, Sparefoot, Siemens Medical Technologies, Kendall PRess (p.116) Case Study: Tesla Motors, Atlassian Enterprise Software p.125-129 CONTENT FOR EACH STEP IN BUYING PROCESS 4. Deliver Content at Each Step the Buyer Requires MIND MAPS BY TONY FAUSTINO PAGE 6 www.socialmediareinvention.com
  • 7. Agile, Real-Time Social Sales Agile Sales Concept: Instant buyer engagement allows you to close more sales AGILE refers to both company & individual. You're HYPER-RESPONSIVE to buyers based on what buyer is doing & how you're interacting w/ them AGILE refers to knowing & ANTICIPATING what your buyers require and will react to at that moment CONTEXT Case Study: HubSpot Revenue Chief, Mark Roberge p. 133 PROVIDE CONTEXT: Salesperson frames content how it solves EACH individual buyers' problems Salesperson-Buyer Relationship = Doctor- Patient, Consultant-Organization Learn/Understand all the issues/problems 1st then suggest recommendations HONESTY: If your solution can't, address buyer's problem, tell her/him DELIVER ACTIONABLE INSIGHT: Fill in the information gaps between buyer's problem & what you describe on your website about your product/service BUYER PERSONA CRITICAL: Precise context in your content can only be delivered if you've accurately captured the buyer persona AGILE'S FOUNDATION: Winning w/ Speed, Agility & Context Respond in MINUTES not Days Case Study: Contextual phone calls differentiate a HubSpot call from a "cold call" p. 136 Case Study: IBM's real-time Social Communication Guidelines p.149 Speed & agility can blunt competitor size p.163 Current State CRM Challenges: Brian Halligan, CEO Hubspot, p.160-162 Predictive Analysis Newsjacking as Competitive & CONTEXTUAL Differentiator Case Study: Amazon, Pandora, Netflix Recommendation Engines p. 153 TRIGGER EVENTS: Registration for webinars, downloading of white papers predict a buyer moving towards a "buy decision" Case Study (Non-Profit Fundraising): Louisa Stephens Associates of Boston Public Library & Raiser's Edge Software p.153-155 Most successful NRSS companies use proprietary info, news info, and info from social networks Concept: Art/Science of injecting your ideas into breaking news to generate media coverage for yourself & your business REAL-TIME PRECISION: Put your ideas out there PRECISELY when your buyers are thinking about your expertise Inspired by 1) your own experiences, business issues; 2) global, breaking news events Case Study: MultiCare Health Systems, Ronnie Dunn, Mitch Jackson p.137-143 Real-Time News Source Catalysts: RSS, Keyword Lists monitored via Twitter (TweetDeck, HootSuite), Google Alerts, influential blogs, industry publications Be SENSITIVE to any news w/ negative connotations Real-Time Automation in Interruption Markting Case Study: Acura Insider Twitter Spam at 2012 New Orleans JazzFest p. 144 Technical algorithms aren't enough - Human monitoring + technology is required Case Study: Uber takes on traditional taxi business w/ real-time iPhone/Android apps p.146 Based on 1990's cold-calling, aggressiveness, monitoring sales rep activity, and forecasting of sales New Rules Sales Rep has to be: 1) active on social networks, 2) have access to buying signals and other real-time information to build GENUINE buyer relationships 3) understand that buyers are in control more than ever bc of easy information access THE NEW RULES OF SALES & SERVICE BY DAVID MEERMAN SCOTT MIND MAPS BY TONY FAUSTINO PAGE 7 www.socialmediareinvention.com
  • 8. The New Service Imperative Case Study: Yale Appliance & Lighting p.163-166; The Meerman Scott Family buys a new dishwasher Elements of Customers Service Customer service is how a company helps buyers before, during, and after a sale 1. Customer Support: art/science of keeping customers happy by communicating about company's products/services 2. Handling Complaints: Essential part of customer service because you can transform an unhappy customer into a delighted one 3. Professional Services: Additional elements a company delivers (or thru its partners) to help a buyer install, learn, or use the product/service Content's Role in Customer Service Understand how/where buyers want to communicate w/ you If the buyer sends an email, respond via email; If buyer contacts you via Twitter, tweet back Deliver content at the right time during the buying process precisely when the buyer needs it; p. 167-168 Costa Rica Expeditions Customer Service as Revenue Generator Investing in OUTSTANDING customer service processes generates more revenue & profit than investing same amount in sales process Continue to do the things that delighted the buyer during the sales process (but most companies treat their buyers differently post-sale) DELIGHTED customers = Unpaid salesforce Case Study: Doug Weil, CEO Clearly Resolved p.172-173 Case Study: p.176-178 Ron Ploof, Social Media Mgr, Epson; how to handle customer complaints & in the buyer's preferred communication medium; Epson Social Media Support Process Diagram Case Study (Non-Profit): p.173-175 Paul Young, Digital Director, charity:water (proof/validation who & where your individual donation makes impact Poor Customer Service is THE NORM Case Study: Hilton Honors Awards Programs threatens to cancel David's membership p.169-170 Companies don't take advantage of rich data (e.g., David already has and has paid for Hilton stays w/ Amex Platinum) Surveys Strategically Used as Service Differentiator Case Study: p.182-186; Keith Jennings, Jackson Healthcare; Providing value when asking for surveys - "give something proving WIFM" Case Study: p.186-189; Guy Letts, CustomerSure; real-time responsiveness, fixes, & triaging as survey results come in THE NEW RULES OF SALES & SERVICE BY DAVID MEERMAN SCOTT MIND MAPS BY TONY FAUSTINO PAGE 8 www.socialmediareinvention.com
  • 9. Agile, Real-Time Social Service Corporate World: Slower esponsiveness due to process & gaining permission from corporate channels Real-Time Customer Engagement Respond to customers on their time frame Act before window opportunity vanishes Revise plans as mkt changes Measure results today Execute based on what's happening now Empower your people to act Move when the time is right Encourage people to make wise decisions quickly (alone if necessary Make swift inquires & be prepared to act Quickly evaluate courses alternatives & choose course of action SHIP: Get it done & push it out, bc it will never be perfect THE NEW RULES OF SALES & SERVICE BY DAVID MEERMAN SCOTT MIND MAPS BY TONY FAUSTINO PAGE 9 www.socialmediareinvention.com