Is Preference for Digital Even a Useful Question?
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Is Preference for Digital Even a Useful Question?

At Gartner (and I'm sure we are not alone), we often ask B2B buyers whether they have a preference for a digital buying experience vs. working with a sales rep.

Consistently, the answers lean very heavily toward a digital preference. Now, we also see that those customers that rely more on digital experience are more likely to experience purchase regret, but that fact is often ignored.

Instead, we lament (yet again), the death of sales.

As I think about this more and more, I am leaning heavily toward this being a worthless question. For three reasons:

  1. Absent additional situational context, the preference for digital experiences seems pretty obvious. You are in control. You're not being pushed. You can research on your own time.
  2. The comparison is always digital experiences vs. a sales rep. Unfortunately, that term (sales rep) generally is associated with negative stereotypes. The comparison is rarely made to a sales team. When you think about a great sales team, there are often roles like industry specialist, sales engineer, or systems architect involved. When we ask people what resource they value most to get deeper insight, it is usually those type of roles. Change the frame, and the answer likely changes.
  3. Finally, the term digital. Sure everyone is choosing that option, but many may not know what is actually meant by it. We did some qualitative research with 30 people in the middle of a complex buying process. When we asked about their digital experiences, they struggled to answer or describe them. When we reframed as online or self-service, they could answer. Digital was meaningless.

But given this what should we do, here are some ideas:

  1. Create better online experiences. This is a strongly desired path for much for the work buyers do, but online experiences rarely deliver what buyers want. They struggle to find information that they feel should obviously available and have to work to hard in the first place. We heard this over and over in those interviews.
  2. Offer off-ramps to connect with people. But not just anyone and not just a sales rep. Given the context of the buyer, offer a more powerful connection. Wondering about integration? Offer and architect or an engineer. Concerns about security? Connect with a security specialist from your team. Dave Brock often questions why we would staff BDR teams with less experienced people when, often, if someone reaches out, they want more than they can find on their own.
  3. Stop blaming reps or calling for the death of sales. In some situations, you truly don't need reps or sales teams. But in other they are vital. Beyond that, the reasons for the preference is not really on the profession. It is just an obvious answer to a broadly framed question.

Largely, we continue to mimic the way we have always done things with an added element of online. Instead, if we reimagined things based on the jobs the buying needs to get done and the questions they need to answer, we could choose the best paths (options are good) to helping them progress. Default to online as one option, but always look for situations when people can help more.

While buyers may say they prefer digital, ahem online, the reality may be different. Our interviews consistently talked about the people connections as adding more value, more clarity and more trust. The full context can rarely be revealed without a human connection.

Buyers prefer digital? Who cares.

Buyers want better experiences? We can do more.

I can tell you that without any statistics.



The articles in this newsletter do not follow Gartner's standard editorial review. All comments or opinions expressed here are mine and do not represent the views of Gartner, Inc. or its management.

Howard Fields

Senior Executive | COO/CIO/CRO - Full Time, Fractional & Interim | Strategic Consultancies | Crucial Initiatives | PE/VC-Backed Start-Ups | High Growth

8 个月

Kudos, Hank, Your post reminds me of an Aldus Huxley quote, "People always get what they ask for; the only trouble is that they never know, until they get it, what it actually was that they have asked for." ?And vendors are happy to oblige when customers ask for things that reduce near-term costs. But no one thinks through the longer-term consequences or costs anymore. People want "digital" because they perceive it as a more straightforward, less stressful approach than dealing with salespeople and specialists. Nothing could be further from the truth. Two days ago, I needed an answer to a technical question from Logitech. They are a poster child for "digital" but the answer to my question was nowhere to be found. When I call, it's because "digital" has failed, and I need a real person to answer my question. So I found a support phone number and called. After responding to an annoying set of call tree questions that had nothing to do with my problem, I was placed on hold for 30 minutes, at which point I hung up, quite pissed off. Don't get me wrong, there are tremendous benefits to embracing "digital" but there are real costs to the customer and vendor when intelligent human "off-ramps" are not made available.

Gordana Stok

VoC Researcher & Storyteller ?? I interview your customers to capture competitive insights and stories that help boost your win and retention rates. 1,000+ interviews and counting!

8 个月

I've interviewed 1K+ business and tech executives about their technology purchases over the past 10 years, and the trend has been growing: 1) buyers want to self-serve as much info on their own before reaching out to sellers, 2) they don't want to be contacted until they are ready and don't like giving their emails and phone numbers out for fear of being "spammed" with messages (that's literally the term they use), and 3) a good sales team makes a huge difference in winning their confidence and business. Relationships with the right people at the right time matter, and often end up being the deciding factor - especially when the perception is that all solutions are the same or there is little differentiation. But because you never know when buyers will be ready to speak with sales, both the self-serve, online experience that you offer buyers and your sales-assisted experience should be consistent and equally answer their questions (with exception of sensitive information).

Hugh Draper

Sales Student

8 个月

Prospects that prefer digital experience might not be the best contacts to engage with if you are marketing complex change, which is a concern for the extremely important role of the business development representative to determine.

David Brock

Author "Sales Manager Survival Guide," CEO at Partners In EXCELLENCE, Ruthless Pragmatist

8 个月

Fascinating post Hank! You got me thinking: 1. Back in the old days, my customers (IT folks) would have shelves filled with materials and references. Always lots of catalogs they could research and get information. Often they started with those and would call me, or they would do more research after talking to me. The currency and breadth of the information was very limited, so customers depended on sellers for that information. Today's digital tools replace that bookshelf, providing much more current, deeper, and more comprehensive information. This doesn't eliminate the need for sellers, but it changes what they need from sellers (e.g. which should I choose, what does this mean to my specific situation, etc.) 2. More recently, many have adopted strategies of "Sales led, digitally supported." But with the capability of digital resources, we need to look at things as "Digitally led, sales supported." We need to design human interventions (your off ramps) to help support the customer's digital journey. 3. Underlying all of this is a need for very different skills from sellers. Some of it is deep/technical expertise, some of it is orchestration, much of it is helping the customer understand their problem/opportunity.

love this Hank: "Our interviews consistently talked about the people connections as adding more value, more clarity and more trust. The full context can rarely be revealed without a human connection." Good research is about asking better questions

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