Get to know your contacts and customers better

You know what it’s like when you get recognised at your favourite restaurant or even your favourite store, the manager comes and says ‘hi’ and asks you how you have been?

What if you could give that special feeling to ALL of your customers. Do you think that you could build a better relationship with them? Will you get more loyal customers who want to do more business with you?

There are so many people in this world, so when someone takes the time to notice you as special will it make a difference? You bet, of course it will.

That’s what you can do by building a timeline for each of your customers, making a note every time you talk with them, keeping a record of the things that are special to them or important to them. So the very next time you talk with them you can be reminded of what you talked about last time, even if it was another team member who talked with them. It just helps with the relationship.

Building a timeline by adding a note or log entry is super easy, just type and click. All of the rest is taken care of for you. It records your name, when (time and date) and it saves beside the customer’s name. So as soon as you open the customer details you see the timeline. You can see that this is a valuable customer, even if they are usually managed by someone else in your team.

You can even record those important emails as a part of your timeline to help in the process of building a relationship.

You can make notes and build your timeline using your mobile phone, while you are still in the car park space following a meeting, on a train, at home or in the office, so that all of the important details are instantly recorded and your records are always up to date.

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