Got Blind-Sided?

Have you ever gone on a CEO call to present your organization only to have the CEO interrupt your pitch to say, “Aren't you aware that I know all about your organization and I’ve been a committee volunteer for years?”

Yes, that is very embarrassing.

The above scenario is often used in CRM training sessions as a classic example of poor CRM skills. Andar offers a very simple solution to avoid this kind of situation. Everyone on staff (including your own CEO) should be entering their notes into Andar’s communication logs after every interaction with every constituent. Then, before making your CEO call (or any contact, for that matter), make sure you review the communications on the CEO’s constituent profile.

This process is extremely simple and easy in Andar. In fact, it’s simpler and easier with Andar than with any other CRM software on the market. As all consultants will tell you, CRM is mostly about people and process and much less about technology. The scenario described above is a perfect illustration of a people and process failure.