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Sales 2.0 Bank & Finance

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L’evoluzione della rete commerciale nel settore Bank & Finance: come usare gli ambienti e strumenti digitali, per vendere meglio e di più.
Sales 2.0 è il programma di formazione e sviluppo organizzativo di Digital Academy, dedicato alle reti di consulenza e promozione finanziaria: insegniamo a promotori finanziari, consulenti, advisor, private banker e ai loro manager, a usare internet e i social media per trovare nuovi clienti, coltivare i clienti acquisiti, rivoluzionare i risultati commerciali.

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Sales 2.0 Bank & Finance

  1. 1. Sales 2.0 Bank & Finance Promotori e consulenti finanziari: come usare gli ambienti e strumenti digitali, per vendere meglio e di più
  2. 2. #who Digital Academy aiuta le aziende a sviluppare competenze e innovazione digitale #marketing #topmanagement #csr2.0 #sales2.0 #retail2.0 #customercare #humanresources #casehistories 2
  3. 3. Gli strumenti giusti, per arrivare prima al cuore, poi alle teste delle persone. Consulenza: dalla definizione alla realizzazione delle tue strategie di comunicazione digitale. Formazione in aula: case histories, project work, raccolta di best practice. Formazione online: e-learning & social learning. 3
  4. 4. Gli strumenti giusti, per arrivare prima al cuore, poi alle teste delle persone. Consulenza: dalla definizione alla realizzazione delle tue strategie di comunicazione digitale. Formazione in aula: case histories, project work, raccolta di best practice. Formazione online: e-learning & social learning. 4 La Promozione Finanziaria e il Digitale
  5. 5. GESTIONE - worst case ✓ Varietà di indirizzi email del Promotore e di eventuali collaboratori, usati in modo disorganico ✓ Materiali illustrativi e di gestione distribuiti tra carta, PC, chiavette USB, hard disk… ✓ Se perdo il PC o lo smartphone, perdo l’agenda e tutti i nomi e numeri dei clienti ✓ CRM dell’Azienda: «puoi estrarre il database clienti?» > «eh?» ✓ Vado dal cliente con carta, smartphone (solo per chiamate e messaggi) e chiavetta USB ✓ …ma molti hanno scoperto whatsapp, e lo usano!
  6. 6. «Promotori» sui Social Media
  7. 7. «Consulenti» sui Social Media
  8. 8. Aziende e Brand sui Social Media
  9. 9. Aziende e Brand sui Social Media
  10. 10. Aziende e Brand sui Social Media
  11. 11. Aziende e Brand sui Social Media
  12. 12. Promotori sui Social Media - LinkedIn
  13. 13. Promotori sui Social Media - LinkedIn
  14. 14. Personal Branding
  15. 15. Cerco «investimenti» su Google Maps
  16. 16. Cerco «prestiti» su Google Maps
  17. 17. Sales 2.0: obiettivi Per il Promotore/Consulente • efficienza • immagine • frequenza e qualità di contatto con la clientela • risultati commerciali Per l’Azienda • guida della rete • fidelizzazione • capacità di innovazione percepita dai Promotori • visibilità dell’Azienda sul territorio e sui social • risultati commerciali
  18. 18. Sales 2.0: contenuti Fattori di successo • partire dall’efficienza e comunicazione interna • pochi strumenti, utili da subito • «rispetto» per la situazione del Promotore e per il suo mercato locale • endorsement dell’Azienda …per esempio…
  19. 19. Come mi organizzo? Ci sono Dropbox, Whatsapp, i gruppi su Facebook… …e gli strumenti Google: Gmail per la posta Drive per gestire file e documenti Google+ per la comunicazione Calendar per le agende condivise Hangout per le videoconferenze …tutto gratis, tutto gestibile da PC, tablet, telefono
  20. 20. Su quali social devo essere? Scegli i social che servono a te, per parlare con il tuo mercato locale e i tuoi clienti
  21. 21. Come cerco i clienti?
  22. 22. Come si fanno gli emailing?
  23. 23. Mi conviene spendere qualcosa in pubblicità online? Sì, se impari a spendere poco e bene: • Costo ca. € 150 • 49.574 contatti unici, 423 interazioni, 19 condivisioni, 4 commenti, 3 richieste info su pagina, 4 richieste telefoniche, 2 incontri, 1 nuovo cliente
  24. 24. Perché La rivoluzione digitale non riguarda solo il marketing e la comunicazione. Anche chi opera nelle vendite può cambiare profondamente il proprio lavoro e i propri risultati, usando bene internet e i social media per: acquisire visibilità sul mercato, trovare nuovi clienti, sviluppare i clienti acquisiti, organizzare e guidare la rete commerciale. Come Il percorso di formazione è modulare: i singoli temi vengono costruiti e personalizzati in funzione della tipologia di partecipanti e del settore di appartenenza; ad esempio, per gruppi di promotori può essere escluso il modulo “Gestione”, approfondendo maggiormente gli altri. La durata media di ogni modulo è di 2 giorni, articolabili in 4 mezze giornate. 25 Sales 2.0 Prima, durante e dopo i corsi sono previste attività di sostegno online: forum di discussione per lo scambio di esperienze e case histories con colleghi e docenti, approfondimenti in e-learning. Per chi Direttori vendite, area manager, consulenti assicurativi e finanziari, responsabili di agenzie e punti vendita.
  25. 25. 26 Sales 2.0: percorso GESTIONE Usare internet e i social media per organizzare il lavoro commerciale e per guidare la rete vendita MERCATO Acquisire visibilità sul tuo mercato locale, trovare nuovi clienti, sviluppare i clienti acquisiti COACHING Per i primi tempi, ti aiutiamo noi a sviluppare il tuo sito, pianificare le azioni social, investire in pubblicità online… BENCHMARK Scoprire cosa fanno i tuoi concorrenti, offline e online, e gli strumenti per fare meglio di loro
  26. 26. Digital Academy è un Marchio di Key2Know Srl Via Durini 26 20122 Milano T +39.02.91768779 digitalacademy.it info@digitalacademy.it Giugno 2015

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