Who are you?

It’s possibly the first thing someone asks when they get your business card. It’s what you’re thinking about them, too, but you don’t care: You want a sale. You want the deal done.

You’re living the transaction through the briefest interaction.

It takes on average seven hellos for someone to trust you. In business, face time sells.

So how do you go about turning visibility into authenticity, then credibility?

I’d say the number one way to make the magic happen is to figure them out. They? The ones in your customer relationship management system.

But… I don’t have this thing. A system?

Seven times is a lot. It’s four more than I can often count. But it’s simplicity itself if you schedule.

Okay, I’m removing the humanness from building a relationship. It’s a transaction itself, if you automate your efforts.

But c’mon – have you got time, or even the serendipity, to get to know your perfect client those seven times?

Your homework for the day is to get your head around a CRM. It’s a practical assignment, no money down.

Want to know a super secret? The best CRM package I have found – in terms of ease-of-use and getting into your eyes when you need to say a hi to the guy or gal – is free.

  1. Download SugarCRM Community Edition. Load it on to your server. Follow the simply-easy installation instructions. You can’t go wrong, really. Or if you can, check out the forums. These guys load up on love, even for the freeloaders like you and me.
  2. Go and install and learn about LoopFuse OneView. It’s a layer of marketing automation you pop on top of your SugarCRM installation. Then you can trigger (among a rainbow of options) emails from your CRM – and LoopFuse takes care of it. Did I mention, incidentally, that LoopFuse is also free?

I’d absolutely be stoked if you could drop me a line and let me know how you get on with this.

Do it and change the game. I genuinely believe this is one game of chess you can’t afford to ignore. And once you’re set – believe me, you’re set.

Ready for Business 2.0?

Something’s stirring, and for a change it is neither my porridge nor loins.

I’m sensing excitement in the business world. Suddenly people are switching on their reality goggles and realising that the world really has moved on since 1987 and hot pants (whichever was in fashion more recently).

Businesses are starting to amaze more regularly:

The good:

  • Gravity Forums for its astonishing dedication to customer service and listening to the folks who pay Carl’s wages.
  • My eBay goods, the mic and the USB audio interface, delivered overnight. Stupendous.

A polarised remarkability:

  • M-Audio not having produced a Windows 7 driver for its MobilePre USB. Beta is bullshit, guys – either release one that works, or just admit you don’t have a fucking clue.

Remarkable at either end of the satisfaction spectrum will get you press. Where Barnum talked about all being good publicity, I’m not so sure. But I’ll always cherish the moments of absolute frustration at the hands of this silver box’s non-compliance with the latest and greatest OS ever made, so the M-A school of sonic stupidity still gets recognition.

But we’re not yet at Business 2.0.

I’ll tell you why:

Until someone leads the pack and counsels subliminally all others that WordPress, CMS, community builders and Social CRM conjoin as a single, stellar future-focused strategy representing the only way to flow, we’ll still be stuck at just-past Iron Age in our evolution as champion entrepreneurs.

You have no idea – or maybe, just maybe, you have – how important a socially-extroverted philosophy is to any, all, enterprises. Now, and forever forth.

Forget the nonsense spouted about fiefdoms and lowest common denominators on the horizon as governmental non-believers in tech and the web catalyse a power struggle ending in the  meekest of digital offerings and a culmination of liberated speech.

We’re oblivious, in the main, to what is approximating in front of our very eyes. We’re wearing in metaphorical and existential contexts, across our entire peripheral vision, blinkers that stop horses fearing audience participation in their gallop. We want to do things by the book, as we have always done them.

Customers revolt. Customers talk. Customers do your business for you. Customers are in your business.

So why, oh why, have so few businesses seized the moment to galvanise community, CMS and CRM to stand so far ahead of their competition that they’ve already got the marathon medal before the race even began?

If you’re smart, you’ll lose the Six Sigma, Prince and all that nonsense, and stretch, flex and strengthen your understanding of what it takes to be a 21st century customer-focused corporation.

It takes participation; embracing customer want; delivering accurate, changing content via CMS that are in such an advanced state of development already that all you have to do is dance with Miss QWERTY. Drum up some server activity by installing open source SugarCRM locally, then deliver tailored social media messaging based on customer feedback, experience, and website analytics.

That’s it!

Rid the staff chaff, waste hanging around your business waist. Lose the factory approach (no wonder satisfactory is no longer enough) and deliver relevant, meaningful experiences.

Solve problems. Be the inspiration your customers want and need. Deliver extra value at every turn: insight, commentary, even speculation. Use any medium: face-to-face, virtual, podcast, vodcast, anything to be there when they want you. Be the real-life, real-time FAQ they desire and deserve.

We’re on the cusp of a tipping point where CMS admins with killer content coursing through their corpse, and community managers hugging the likes of BuddyPress and interweaving all corners of the business at a lodestar fulcrum, become your most valuable staff.

Make it work. Make it through the next year. Make yourself rich, successful and adored.

And be happy. You’ve just learned the most important lesson of the week.

Inspiration everywhere

So I’m writing this feature for RCI Ventures magazine – destination customer satisfaction.  how to measure it – then how to act on the results.

I’m a big, big evangelist for listening to the voice of the customer. I remember back in 2001 having a great conversation with Trey Orta, the then CIO of Cendant Corporation, about the mandatory inclusion of a future-focused CRM strategy in any medium sized organisation.

Customer Relationship Management has been in the ascendancy ever since. Everyone does it. Simply, it’s about taking your customer database to the gym. Working out customer lifecycles and segments; building personas, working on lifestyle demographics to eke out every last drop of intelligence you can find about what makes your buyer folks tick.

Today we’ve got strains on a common theme, including customer experience management, that goes a little further into the R&A side of mining the data.

But essentially what it’s all about is knowing your most beloved asset – the guys and gals who pay your wages, who buy your buns and squeeze your melons.

The only reason it’s so complicated these days is scale. Everything’s so big. Everything is sated only by big profits, organisations have big staffs to orchestrate the big machinery that makes the even bigger cars.

So thank the lord we have people like Sallie Burnett (@sallieburnett), president of Customer Insight Group and Jeffrey Henning (@jeffreyhenning), CSO and co-founder of Vovici, to help us figure it all out. Sallie’s mandate is to understand the minutiae of customer behaviour to rationalise your profit base. Jeffrey’s gunning for the data by working on enterprise level feedback and community solutions. Together they are two of the most influential people in the success of your business. Only chances are you haven’t met them yet.

I suggest you do.