Let’s begin with
Business is agreements. The Spanish word is clearer: “negocios”. Before modern commerce and legalese, there was a simple, common law which facilitated trade: we’re obliged to honour our agreements. Agreements (to trade) are negotiated: that’s business.
Still with me? Good, that’s a customer relationship of sorts.
We’d have a better relationship if it was 2-way. Less condescending at least. We’d pick up the phone and hopefully progress towards an agreement. If we didn’t close the deal immediately, we’d make a note of our conversation and plan to pick it up again later.
There’s a finite amount of those conversations that a company can have before it needs a CRM.
CRM means managing (M) your relationships (R) with your customers (C). That’s a good thing. I’ve been helping companies to do it for a while.
Before I learned CRM, I was paid to make documents and spreadsheets. Someone needs to write something, they start a document. Someone needs to write lots of things, they start a spreadsheet. Lots of people, lots of things? Lots of spreadsheets.
Expected to be implementing ai for companies
Expected my job as a ‘knowledge worker’ to be threatened
Intended to protect my expertise from the borg somehow…
I can collaborate with AI
I can bounce ideas off AI
I get new insights