Relationship Building: One Bad Example, One Great Idea
Daily course of a rather busy day led me to some nuggets of examples: one not-so-good actual customer service interaction and one really great idea. The primary criteria I use for evaluating these types of things: does it help someone and make them like you even more?
Bad example first.
Story. Well, we’re opening a new account with Salesforce.com to track some opportunities and stay organized, etc. I’ve used it at a large company before, but was trying it on for size (free trial period) for small biz use. I’m ready to buy, but the options online were different from what I recall, and the features and fees were not clear — I needed to chat with someone to decipher the fine print.
When I first clicked that I was ready to buy (end the free trial and pay them money!) I got the automated email from my personal sales rep almost immediately. How cool, right? Well, his email informed me he was out of the office until the 16th, but “so-and-so” was covering him the 8th – 11th. So, no worries, I can contact that gal in his absence. Which I promptly did, forwarding the mail I’d sent to my personal rep.
I asked: ”I only need contacts, accounts, leads, opportunities. That’s it. What is the best solution for us? We’ve been using it now for a few weeks.” I provided a little more context and background info.
Her response: ”I am actually at an off site meeting right now.” She continued: ”You can actually purchase directly from your trial if you are ready to move forward. You can review the feature comparison on our main page to see what edition may be best.”
Basically, she let me know that, although she’s the one my personal rep has covering for him from the 8th – 11th, that she, too, is not able to break out of a company meeting to help me. What’s more, she thought she’d tell me to read it myself and figure it out, as if I’d not already spent time doing just that, only to arrive at some questions that silly me thought a sales person could answer! When I shared my surprise at her response, she let me know she’d be happy to talk with me on Friday when she gets back.
Wow! And the funny thing… Salesforce.com sells a tool to help you stay in contact with your customers and your prospects to help sell your product. Oops! Maybe they should work on the human side of interacting with their customers… not just relying on technology.
On the positive side… I can’t take any credit for this. But it’s such a great idea of demonstrating value to people in a customer service perspective that I had to share it.
David Armano posted this tweet mid-day:

It speaks for itself. It’s an example of thinking from the consumer experience to create a relationship that keeps people coming back.
This type of thinking, however, only comes when a company truly puts themselves in the position of why their customer behaves a certain way. When you think about it from that perspective, an airline can realize that people on the plane love getting a surprise visit to the first class seats… those seats are their greatest relationship-building asset.
Wen you think about it from that perspective, a software company can realize that people wanting to buy their service sometimes need a short conversation to understand how to buy the product they’re most likely to use, not the one most likely to make the company the most money.
You see… when a company thinks about people in that way, consumers become people who purposefully choose to enter into a relationship with a company.
Relevance. Utility. Authenticity.
It’s about connections. It’s about being real.

I had no idea the impression the story I was about to hear would have on me. I typically plug in my headphones and get work done on planes, but as Dawn told me her story I was taught a lesson in honor, commitment, and service in the face of adversity. And I was taught it by a simple, honest, and humble woman from southwest Minnesota.