Personalizing It with Phone Conversations - PowerPoint PPT Presentation

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Personalizing It with Phone Conversations

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Find out four ways that call intelligence can aid you in taking a more holistic approach to personalization based on online and offline interactions. – PowerPoint PPT presentation

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Updated: 2 July 2018
Slides: 17
Provided by: callsumo
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Title: Personalizing It with Phone Conversations


1
Personalizing It with Phone Conversations
2
  • The Internet provides several convenient ways to
    communicate, but the most personal and meaningful
    conversations still take place offline. While you
    can learn a lot about your customers by tracking
    their online habits, the only way to truly get to
    know their interests, opinions, and challenges is
    to talk to them. Speaking to a customer or a
    prospect on the phone reduces the chances of
    misinterpreting what they are really saying. Far
    from being old-fashioned, phone calls remain an
    integral part of the customer service experience.

3
Phone Calls Can Teach You if Youre Willing to
Learn
  • In addition to being more personal, phone calls
    to businesses are still the most common way that
    people interact. According to a State of the
    Mobile Experience report from Invoca, three times
    as many people reported that they prefer to speak
    to someone at a business directly rather than
    complete an online form. Another report, this one
    from BIA/Kelsey, states that calls initiated from
    a mobile phone to a business will reach 162
    billion annually by 2019. This makes sense when
    you consider just how many people use a mobile
    phone every day.

4
  • As a digital marketer, its easy enough to
    retrieve mobile data regarding mobile engagement.
    However, youre often left with little to no
    insight about whats happening with telephone
    conversations taking place at your company. The
    result is a lack of personalization that people
    crave. When you dont know what takes place
    during these offline conversations, you will
    attempt to personalize your company website with
    the wrong message or send customers a follow-up
    email that doesnt relate at all to their most
    recent conversation. Call intelligence is the
    solution.

5
  • With call intelligence, you gain insight into
    the conversations that prospects and customers
    have with representatives of your company. Not
    only does this allow you to understand them
    better, it allows for greater personalization
    based on the customers multi-channel journey.
  • Call Sumo has identified the following four ways
    that call intelligence can aid you in taking a
    more holistic approach to personalization based
    on online and offline interactions.

6
Improve Lead Nurturing
  • Lead nurturing enables you to educate prospects
    and ensure they remain engaged with your company.
    Imagine a prospect calling to learn more about
    your business and how it differs from a
    competitor. When your sales representative can
    answer perfectly and the competitor cannot, it
    makes you look much better to the prospect.

7
  • Unfortunately, nurturing without personalization
    can come across as spam-like to the prospect.
    That means your sales representatives offers the
    same generic response to everyone that is more
    common at the top of the sales funnel. The lead
    receives an email discussing things that he or
    she has no interest in and writes off your
    organization as irrelevant. It would have been
    better to send a new buyer guide than something
    so generic.

8
  • When you have the right tools, its simple to
    sync marketing automation with call data. This
    ensures that each prospect travels to the
    appropriate track for nurturing and receives
    relevant follow-up.

9
Re-targeting Done Right
  • The process of re-targeting turns the prospects
    attention to a highly personalized ad. As an
    example, imagine that a prospect spoke to one of
    your sales representatives extensively at a
    tradeshow. When he or she does an online search
    to learn more about your company, a targeted ad
    appears. It takes the prospect directly to your
    landing page after he or she clicks on it. This
    person doesnt want to complete a form. He or she
    is ready to initiate a phone call to learn more
    and make a purchase right now.

10
  • Re-targeting with an incomplete picture sends
    prospects the wrong message. This happens when
    your companys re-targeting platform is not up to
    speed enough to know about any offline
    conversations. The result is that the prospect
    receives re-targeting directed at an unconverted
    visitor offering a discount. The potential
    customer realizes that he or she would have paid
    full price and feels misled and angry. Although a
    poor and impersonal customer experience, it
    happens all too often.

11
Nail Your Website Personalization
  • Static websites just wont cut it anymore. With
    web personalization, your company marketers can
    create a unique digital experience for each
    visitor by creating content for them. This is
    based on the preferences they have demonstrated
    in previous interactions.

12
  • Personalization can only be effective when it
    considers the multi-channel journey of the
    customer. Disregarding this step means your
    personalization comes out all wrong. A good
    example of personalization is listing a telephone
    number and providing mobile customers an easy way
    to reach you by including a click-to-call button.
    Another good example is making sure that sales
    representatives know about a customers last
    interactions with your business the next time
    that person calls.

13
  • Combining personalization with call intelligence
    gives your company the ability to show website
    visitors content that relates to the product they
    just discussed over the phone. This spurs them to
    take the next step in the buying journey.

14
Include Your Sales Reps in the Process
  • Personalized marketing is great, but it
    shouldnt stop after a customer has made his or
    her digital journey. You could quickly and easily
    lose a customer if he or she hears generic
    questions and a general pitch after getting this
    far in the buying process. That means your sales
    reps must have real-time data available about
    each caller and their history of engagement.

15
  • Call intelligence combined with a strong
    marketing automation platform provides important
    demographic data. This allows you to share
    information about the campaigns each customer has
    interacted with in the past. Having this data
    available in real-time gives sales reps a deeper
    level of insight to make the conversation more
    personal for the customer.

16
  • We live in an electronic era, which makes it
    easy to believe that online interactions are all
    that matters. However, its essential to draw on
    the information discussed during phone calls to
    understand and personalize the entire journey for
    the customer. People want to feel like they
    matter to the companies they choose to do
    business with, and a personalized experience is
    the best way to ensure that they feel heard.
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