I was in my second sales job (copiers) when my manger took her team to a Zig Zigler seminar. At one point Zig drew this on his overhead projector:

“THIS!” he proclaimed, “is THE secret to sales.”
As I stared at it trying to figure what the hell it was, Zig said:
“Belly to Belly”.
Good one, Zig. Makes sense, people buy from people. (To this day, it’s still one of the best seminars I’ve sat through)
Flash-forward a bunch of years and several cold calls latter – I’m watching a TV I won in a sales contest, and that commercial comes on where the guy lights his luggage on fire. It’s a spot for GoToMeeting or Webex or one of those other remote meeting sites.
In it they proclaim, no more travel, reduced expenses, etc, etc. The problem is these type things just suck as a sales tool.
Belly to Belly.
Don’t get me wrong this technology is very cool and is great for training, collaborations and marketing events. But as a substitute for a belly-to-belly sales call…forget it.
When you use this instead of going there, you have no feel. No feel for the customer, their reactions to the points you are making and most importantly the dynamics of the room – who has the juice who has the boss badge, who is for you and who is against you. And certainly you can’t develop ANY relationship over the Webex.. Your just another sales guy.
For all you know, everyone in that room is wearing your competitors’ logos.
In fact the only folks who it maybe good for are the company accountants and some of your weaker prospects, which are looking to keep you at bay. I have competitors that only use this stuff for their sales calls and I always kick their ass, cause I go belly-to-belly, not PC to PC.
Now there are some places where you might want to use these services. But all of them are after the initial couple of meetings, after you know them and they know you. That would be follow up presentations where you needed to loop back on a particular feature or function, or pick up a decision maker or two who didn’t make the other meetings. (if you do this always make sure your coach is in the room.)
I suppose you could also go through financial information like ROIs and contracts. But I usually like to do that stuff in person when possible.
The technology tools at our disposal are terrific; they allow us to do our jobs from almost anywhere in the world. But don’t let it get between you and your craft.
Or, between you and your customer’s belly.
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Being live is always an advantage. Companies are trying to cut costs by having Inside Sales people conduct web meetings. My only feedback is that instead of using this after a face-to-face — I often use this to qualify marginal buyers. It helps me determine if there is sufficient interest (and a budget) for my solutions. We also use it to clear up any technical questions or deeper issues late in the sales process.
Nice points by Sales Chick and Tuna, here are two more. For those C level contacts that are dodging the sales call, and you have a good coach to push for you, the webex can be a great tool to show your wares and take the pressure off. They may be C level folks making big bucks but they also know if you are calling on them you’ve been around and are probably the one wild card in their daily grind that can take them out of their game. Usually by the time a senior sales rep (that’s really what we are) gets to them, the process is nearly complete. But when sales is savvy enough to get there early , they put their game face on, and live by the mantra that defense wins championships. Using your coach to babysit and them having the threat a mute button away, gives a safety net that just might get you in front of them. Because you have a strong relationship with your coach, it’s pretty easy in the next call to weed out the red flags and if you really have a shot or not. The other good use is getting schedules together. You can be on site and have those resources you need for the C level presentation available. You still give the sense of security to the room, usually being a 4 to 1 for the customer, but you have a secret weapon in your resource on the other end feeling no pressure, another set of ears and another perception to what’s really happening in the account.You can make your point in the meeting and have a more meaningful follow up to take the next best step toward a decision.