How Well Do You Know Your Customers? (Be Honest)

As I attempted to write this post over several days, I struggled to make it interesting. On the surface, “how well do you know your customers” can be dismissed as a generic topic that does not peak people’s curiosity.

“Of course I know my customers Tim. What are you talking about?”

I can hear you making silly comments to your computer screen now!

In all seriousness, what I am about to say will have tremendous value for you long-term with your current customers and prospects. Be honest with yourselves. How well do you really know your customers?

I went on joint calls with one of my Sales Manager quite often. After one particular call (visiting Bob and John), he asked me what I learned about the two associates. I drew a blank for a minute and said that I did not know. His reply,

“Bob loves to golf, and has twin daughters who are 12 years old. The family likes going to Mexico every winter”.

“John is single, enjoys playing recreational sports, and has two dogs”

I asked him why knowing this would matter. He responded by saying that now that I knew some information about each of their personal lives, it would be easier to keep discussions going in the future. Speaking to them about business was always the primary goal, but when it was time to have casual conversations, personal topics would really get them engaged. One word answers like “yes”, “no” & “inaudible mumbles” would not be an issue then.

They might like to talk about their kids, their golf game, current sports stories, upcoming holidays, or hobbies. I always stayed away from touchy subjects like religion and politics. It was not worth the hassle if a nerve was struck with someone. Previously I would often go in to calls and talk about the weather, or something that was in the news. But it was not personal to them.

How awesome would it be for you to look into a customer’s eyes and remember any of the above details (even what they take in their coffee), by only asking once? Better yet, how awesome would it be for them to know that you cared enough to remember?

The key to keeping details straight (and not confusing Bob and John) is to record them as soon as possible. Take a few minutes after a call, sit in your car and write things down. Test yourself – can you remember three things you learned about your account today? And don’t expect that you’ll remember all of this at the end of the day.  A few minutes early on will pay off in the long run.

You can also dig deeper, in terms of the “rules of communication” with the account contacts:

  • Do they want you to make an appointment first, or is it ok to just drop in unannounced?Do they like to be contacted by email, text, cell phone or land line?
    • Is there a best time of day to drop by if just stopping in?
  • How often do they want to be visited?

The earlier you make notes on each account, the sooner you will understand the level of engagement they want. You may want to engage them face to face more than they want to be engaged, so you have to find that balance and not be a nuisance.

Oh yeah, work your butt off to remember their names as soon as possible. That is a must! Statistics prove that people respond better to what you are saying when their names are used during conversations. I had documents that I would refer to before going in to each call.

I don’t care how you record this information, as long as you do it. It could be through CRM (Customer Relationship Management) software, task lists on email programs, iPhones, Blackberries etc. Heck, good old-fashioned notebooks still worked last time I checked! But it is imperative that you have separate files for each account to avoid confusion and disorganization.

Showing interest in customer’s personal lives, and remembering minor details that nobody else takes the time to, will strengthen relationships more often than not. The primary goal in sales is to obviously sell stuff; but the ones who show genuine interest in their customers and CARE will win in the long run.


About Tim Mushey

Dynamic and energized sales rep, mentor and leader since 1999. This blog will be about sales, social networking, personal branding, leadership, music and having some laughs! Don’t be surprised if I mix it up on occasion, and talk about something totally different! I thrive on being part of successful, forward thinking teams. I am ready to go from the moment my feet hit the floor each morning, with the expectation that new adventures will be coming my way. It is rare that there isn't a smile on my face, as I take it all in, and have some fun along the way!

Posted on July 31, 2012, in Business Relationships, Sales, Success, Value and tagged , , , , , . Bookmark the permalink. 4 Comments.

  1. I love this and practice it daily.

  2. Great Post Timmy! You nailed it! I have only been in a dedicated sales role for a little while but I spent a lot longer in a relationship management role prior to this. I would always try to get personal details out of my clients, specifically things like spouse names, any children or grandchildren, hobbies, interests or anything else. Much like you would when meeting a new friend, these details allow you to know the person better and it never fails to build rapport when taking about your mutual interest in cars, or hockey or whatever. I truly treated those people as friends and when I left that role, I still remain in contact with many of those people because they also saw me as a friend. It is great that you put this down in words for me and I agree wholeheartedly that this is a great approach for any sales or business role. Thanks for the awesome post my Friend!

    • Hey thanks for the detailed reply Roger! Awesome stuff. Glad we are on the same page. The little details are very important in developing long term relationships. Great job!

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