If you’re really going to build relationships with your customers, you need to remember them and their preferences. And not just the obvious stuff either.


For example, if someone walked into an insurance office and the agent said, “Hey Tom, how are you doing? Was the trip to Bermuda fun? Did Megan and Chucky enjoy it? Did you bring Woofy along?”


Now that’s impressive! Not only did the agent remember that Thomas preferred to be called Tom. But he also recalled the trip Tom mentioned 4 months ago plus the names of his wife and kid. He even remembered the dog’s name too!


To effectively remember all of this information for every single customer, you need to utilize Customer Relationship Management (CRM) Software. This will allow you you to write down and quickly access information about your customers.


It can be a hassle but you need to be diligent about writing down information about your customers before you forget it. You also need to get in the habit of quickly looking it up before you see them again.


Do you use any CRM software? Does it work for you? Let me know in the comments below.


P.S. CRM software is a huge topic and I consider it mandatory for businesses today. For more information on how to properly choose, setup, and use CRM software checkout the Relationship Marketing Academy.

Let’s do great things together,


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