Using a Personal CRM for Your Business

social crm

We all know how important it is to maintain contact with the people in our lives. Whether it’s our family, friends, or colleagues, it’s important to let them know they truly matter to you. Using personal CRM (customer relationship management) software can benefit your business by helping you stay in touch with your community; a community that will support your efforts because they know you care.

social crm

And yet, so often we let our busy lives get in the way of really connecting with the people around us. We get wrapped up in our own world and forget to check in with others, or we brush off their concerns because we’re too focused on our own problems. It doesn’t have to be this way. By using CRM, you ensure you’re always in touch with the people in your life and build strong relationships that offer mutual benefits.

A personal CRM is a tool that helps you keep track of your relationships with other people. It reminds you to reach out to someone every so often or helps you remember important details about them so that you can have more thoughtful interactions. By using a tool like this you ensure you’re never too busy to be thoughtful with the people in your life. So why not give it a try? Your relationships will thank you for it.

How CRM works

Let’s take a step back to explore how CRM works.

CRM is normally a piece of software, such as Salesforce, that companies use to keep track of their customers, prospects, and other key relationships that support the business. Used correctly, this software ensures you build and maintain good relationships with the people and organizations necessary to sustain and grow your business.

In the old days, a salesperson kept paper files on all his/her customers and prospects called a tickle file. S/he traveled around making sales calls aided by the detailed information in these files about the business and the people they contact within the business, including things like birthdays and anniversaries so the salesperson could send a thoughtful card to recognize these events. When meeting with a prospect or customer, the salesperson added to the file the information from the visit, including quotes, promised follow-up, and orders. After the call, the file when back into the case under the date for the next planned contact by phone or physical visit. Each day, the salesperson removed the files for that day’s contact for follow-up.

Obviously, or maybe not so obviously, this was an inefficient system. Promises fell through the cracks. If the salesperson was out, calls didn’t happen. No one back at the home office knew what was discussed (salespeople are notorious for not communicating effectively with the home office in a timely manner). So, an order might come in without the company knowing about a discount negotiated, so they billed for the normal price, or there wasn’t sufficient inventory to satisfy the order, which pisses off the customer resulting in a damaged relationship rather than a satisfied one.

CRM software eliminates this problem because everyone who has an interest in the information, managers, operations, support staff, etc, knows everything about a customer or prospect. If a salesperson promises to send a quote, someone from the company knows about it and can send out the quote in a timely manner. If a salesperson is out, someone else can fill in effectively, knowing the personal and company details needed for an effective sales call rather than dropping the ball.

The outcome of a good CRM system is that the people important to your organization:

  • feel valued
  • get their questions answered promptly
  • promises are kept
  • sustained communication nurtures the relationship
  • deep personalization means the right messages and actions occur based on the needs of the customer or prospect
customer retention
Image courtesy of Foulds CRM

Personal CRM

Personal CRM works in much the same way and is particularly valuable for small businesses. First, in a small business, you never have enough time so a CRM helps lift some of the burden. Next, small businesses often rely on networking with personal contacts for mutual support. So, the person you met at the local business networking event stays a warm contact through your CRM. Hence, when you ask for an introduction to a prospect or for help with a charitable event planned by your business, you have these warm contacts open to helping out.

If you work in a larger organization, staying in touch with colleagues you encounter across your career is a great asset when you’re looking for your next job or you want to build a relationship with another company that will help your organization. These boundary spanners are critical for greasing the wheels between organizations. Even colleagues within your own organization offer value when you develop strong relationships. If you need a piece of information for your job, you know a person you can contact within the organization who might have it. If you’re working on a project, you know just the right people to help. You can use your warm connections to ease relationships between departments. And, must more.

How a CRM promotes thoughtful interaction

Most people are thoughtful in their interactions with others. But, there are always opportunities to be more thoughtful. CRM can help you be more thoughtful in your interactions in key ways.

Tracks important details

By keeping track of important details about people, CRM ensures you never forget an important detail about someone such as a birthday or the name of their spouse. This allows you to be more thoughtful in your interactions because you can always bring up something that is important to the other person.

Follows up with people

Another way that CRM helps you be more thoughtful in your interactions is by following up with people. By setting reminders to follow up with people, you make sure that you always reach out to them and show them that you are thinking about them. Keeping your promises shows you not only care but creates a bond.

Helps you connect with people

It’s important to be thoughtful in your interactions, but it’s also important to make sure that you are connecting with the other person. A personal CRM helps you connect with people by giving you the ability to track your interactions and follow up with people.

Keeps your organized

Organization is key in any interaction. And by being more organized, you can be sure that you are prepared for those interactions. CRM is an essential tool for anyone who wants to make an effort to improve their interactions while improving organization.

Keeps you focused

A personal CRM can help you be more thoughtful in interactions by keeping you focused. By keeping track of important details about people, CRM can help you focus on your interactions with others and make sure that they are more thoughtful.

Makes it easier to find time for interactions

Last but not least, a personal CRM can help you make time for interactions. By keeping track of your schedule and the schedules of others, you can easily find time to connect with people. This makes it easy to be thoughtful in your interactions and make sure that they are meaningful.

Why Choose a Personal CRM?

There are many reasons to choose a personal CRM for your business. Perhaps you have a small business, and you want to be more organized and efficient. Or maybe you have a lot of customers, and you want to be able to keep track of them all in one place. Either way, a personal CRM can help you achieve your goals.

Some of the benefits of using CRM include:

  • You can keep track of your customers’ contact information in one place.
  • You can easily send out mass emails or newsletters to your customers, customizing the message for each one.
  • You can manage your sales and marketing campaigns more effectively.
  • You can create custom reports to track your progress and ROI.
  • You can save time by automating repetitive tasks.
  • You can improve your customer service by responding quickly to customer inquiries.

There are many other benefits of using CRM, but these are just a few of the most popular ones. If you need to find a way to be more efficient and organized with your business, then a personal CRM is definitely worth considering.


CRM will change the way you interact with people. By taking the time to get to know someone on a deeper level and understanding their relationship with you, you can be more thoughtful in your interactions.

You’ll be able to connect with people on a deeper level, which can lead to more meaningful relationships. And, as we all know, meaningful relationships are the key to happiness. So, if you’re searching for a way to improve your relationships with others, consider investing in a personal CRM. It just might be the best decision you ever make.

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