A recent post about the human business of customer relations management (CRM) struck a chord with me as we role in to this New Year. As we finished up 2010 the infamous Tom Peters tweeted “Before making plans for the New Year, stop and write a thank you note to your partners who made last year a success.” The blog post by Chris and the tweet by Tom both highlight the most important element for all small business people…other people. The extroverts of the world are thinking…no duh!?! and plow into the task of connecting with folks. Us introverts know it to be true and proceed…cautiously. Whether a note is actually written (and I can recommend a very fine printing company to obtain some custom stationery on which to write a note) or a call is made, the point is that it’s about making connections with some kind of frequency.
Someone might say, isn’t that what LinkedIn is for? To which I think the point of Chris’s blog was regarding those folks who are outside of our social media world, which for me is practically everyone.
I was just having this conversation with Steve, on our team here at UB, who desired to do something very similar in regards to a simple CRM; nothing fancy. I think the key is the simplicity and sustainability. Because while the New Year gives us some sort of magical insight into the important we all know that the urgent arrives; filling our calendars and attention with a vengeance. The CRM solution that works will be the one that is most easily sustainable throughout the year. Of course, discipline of use for your CRM is an important factor but that is a post for another day.