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How to use social CRM and why

By Becky McCray

A person emailed me about small town retail development a while back. I recommended he talk to Mandy Vavrinak and listed her email address. He emailed back, asking for more information about her. I thought to myself, “What more could he need?”

2011 Me and Mandy Vavrinak at SMTulsa
That’s me with Mandy Vavrinak,
At the 2011 Social Media Tulsa Conference.

If he’d been using any of the many available social CRM (Customer Relationship Management) tools I recommended in Tools To Get To Know Your Customers, he would have had an instant profile of Mandy. When I put my mouse pointer on Mandy’s email address in my Gmail window, Rapportive shows me her title, company, Twitter account plus recent tweets, and links to her Facebook, Flickr, and her LinkedIn profiles. Gist and other tools could do the same thing. Gmail itself has started including some similar social CRM tools.

Using a tool like this means he could have handled the situation in a very different way. He could have looked at one or two of her profiles. Then he could have asked an informed question about her business or specialty, or asked for my personal opinion. (I think she’s very smart, for the record.) He’d have learned a lot more.

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About Becky McCray

Becky started Small Biz Survival in 2006 to share rural business and community building stories and ideas with other small town business people. She and her husband have a small cattle ranch and are lifelong entrepreneurs. Becky is an international speaker on small business and rural topics.
  • Zoom Towns: attracting and supporting remote workers in rural small towns - December 10, 2020
  • In an economic crisis, spend your brainpower before your dollars - November 25, 2020
  • Video: How to fill empty car dealership buildings for the holidays - November 6, 2020
  • How has 2020 changed the challenges rural small towns face? Tell us here - October 20, 2020
  • The Idea Friendly Method to surviving a business crisis - October 6, 2020
  • Join me for the Rural Renewal Symposium online Oct 13 - September 26, 2020
  • Cheap placemaking idea: instant murals - September 11, 2020
  • Refilling the rural business pipeline - July 7, 2020
  • Huge vacant buildings: grants to renovate? - June 9, 2020
  • Economic self defense for small towns  - June 7, 2020

July 30, 2012 Filed Under: mistakes, organization

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Comments

  1. Unknown says

    July 30, 2012 at 9:46 pm

    Becky, thanks for your kind words and recommendation. And yep… I completely agree. Using smart tools to aggregate information just makes sense. I am still amazed when someone emails me to ask for a recommendation… which causes me to take some time and think about the request and the need… and then when I reply with my rec, the asker emails me back asking for examples of their work, or more information, etc., etc.

    From now on, I will just send extraneous askers the link to this blog post!

  2. Mandy Vavrinak says

    July 30, 2012 at 9:48 pm

    Oy. The above comment was mine. I am not sure why it’s Unknown. Perhaps a cosmic comment on the state of my soul?

  3. Becky McCray says

    July 30, 2012 at 9:49 pm

    I was wondering who “Unknown” was! :D

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