Over on InfoWorld, Roger Grimes talked about his experience when his bank called to offer him a new service. After going through the sales spiel, the sales rep then asked him to confirm his account information, billing address and SSN. Understandably, he refused to give out the information, but asked if the sales rep would tell him the information and he would confirm it. This wasnt an option and the sales rep couldnt access his account nor complete the upgrade without his confirmation..

How many of you have given out personal information on a sales call? I know I have in the past. Now, I tend to hang up before they even get to the sales pitch. Even more so since I got burned with a “debt reduction offer.”

Does your financial institution follow this same process during phone sales? For me, it doesnt exactly inspire confidence when the sales rep cant pull up my information and theyre the one that called me. In Mr. Grimes’ case, either the sales process is broken, or the sales rep needs more training. Regardless, an experience like that can leave a very bad taste in a customers mouth.

Originaly from Source