Think about status updates and comments on Facebook. Tweets with Twitter. SMS txt messaging on your mobile phone. All of these features have changed the way people use technology, and really… at the end of the day they are just ways of sending or viewing a brief sentence or two. We are learning that the Notes feature in Customer Manager is our version of this, providing huge amounts of value to the businesses using it.
Why? Because they are flexible and allow you to track exactly what is important about your customer… capture whatever you need for your business to succeed and for you and fellow employees to provide great service. All it takes is a few key strokes, less than an email (proper Grammar optional, kind of like my Blog posts).
Simple status messages can tell you what your friends are thinking, feeling or doing on social networking sites. Simple one sentence Notes like personal attributes, phone call messages, interests or past work can give you immediate insight to impress your customer with amazing service (perhaps even talking to them months later than the first interaction).
This simple little feature can seriously help produce repeat business. Check out an example of how we have seen some businesses use Customer Manager. In this case Lisa is a repeat customer, the whole office knows her husband’s name, what they have done for them in the past and what might be the next service she is interested in. Just three sentences ( more than a dozen less than this post).
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