The Granny Lesson

My mom and dad have seven grandchildren. Three live in the US and four live in Ireland. The ones who live in the US live relatively close to my parents so they see each other often. The grandkids in Ireland, however, don’t have the benefit of being with my parents much. But, that hasn’t affected their relationship. The kids Skype with my parents on a weekly basis so that they can see and speak with each other. It’s as good as living down the street.

One of the last times my mom went to Ireland, my youngest nephew, who was three at the time, saw her in the airport and went running up to her and gave her a huge hug. He knew who she was and was thrilled to know that his granny was going to spoil him for the next week or so.

I have channel partners all over the Americas. We email often and have good, productive, email exchanges. However, it’s the phone calls and in person meetings that are the best. We can relate to each other and there’s something about sitting in a room with someone and hearing their voice that changes a relationship. Words written in an email can be taken so many different ways so if you don’t have an established relationship, then words can easily be taken the wrong way. When you sit face to face or hear a voice over the phone, you can get the tone of the voice and can really get a better understanding of what the person with whom you’re speaking, really means.

I’ve been fortunate enough to have built strong relationships with my channel partners over the phone, and of course email, that when we meet face to face, it’s like we’ve know each other for years, understand each other and give each other hugs. (For the record, I don’t suggest hugging people you don’t have a relationship with and if you’re unsure about it. A smile and handshake will work just as well.)

My challenge to you,  get out of the email rut, stop texting, walk over to someone’s desk, pick up the phone or hop on a plane and meet someone face to face. The bond that you build can be as strong as my nephew’s and my mom’s.


You gave a bad customer reference to an analyst! Are you serious?

This morning Jeremiah Owyang sent out a new “Web Strategy by Jeremiah”  newsletter. In it, he talks about his work on the upcoming Forrester Wave report. Read this part and I hope you’re as shocked as I am.

“Surprisingly, vendors don’t know their own customers that well, in more than one occasion; customers poorly rated the vendors that suggested they participate as this ideal customer reference. I also cross references with vendors to see how well they could anticipate what their customers said about them –in some cases, vendors were completely unaware of the challenges that clients were having –a very bad sign.”

I’m hoping that these companies don’t have a customer reference program. If they do, there needs to be a hard look at how their program is structured and if it’s really working. I’m sure I haven’t always given references that were 100% perfect, but I know that they were at least 90% perfect.

You absolutely have to know what your customers think of your company and product. If you don’t, you risk the chance of a reference opportunity blowing up in your face. And, if you’re giving a reference for an analyst (in my opinion one of the most critical references you can give) make sure the customer is happy, willing to be a reference and a great fit for the request.

To get a sense for how a customer feels about your company/product, try the 1-10 scale listed in my previous post. This will be a good initial measurement of their happiness.

It’s also important to do a few other things:

1 – Touch base with the sales person prior to a big reference (especially if you don’t have a great and open relationship with the customer). They’ll let you know if there were recent issues. Even if the sales person says the customer is happy…

2 – Never give a reference without first touching base with the customer. Make sure that they are happy, willing and able to give a reference. Some customers will be reluctant to tell their sales person that things aren’t great. There have been numerous situations I’ve come across in my almost 10 years of doing this where the sales person says that customer “A” is super happy with us. When I get on the phone or email the customer, they say now isn’t a good time because there area bunch of issues or they’re about to rip out our solution. You’ll also want to make sure that the customer will be able to take a call and that they won’t be on vacation or too busy.

3 – Touch base with your customer every now and then. Just because they were happy last year doesn’t mean they’ll necessary be happy this year.

4 – When speaking with a customer, ask what they feel comfortable speaking about. They might be very happy talking about VPNs but not so hot on anti-spam. In that case, although they give you a 10, you wouldn’t want to give them to an analyst who is writing an anti-spam report.

One thing that we sometimes forget is that there’s a difference between a transactional and a relational happiness level. I might be furious that my cell phone provider double charged me last month, but overall I’m really happy with them. Or, I might be happy with the way my cell phone provider dealt with a recent issue but I might hate their service. Because of this, it’s critical that you touch base with the customer prior to using them as a reference.

When giving references, especially for analysts, you can’t do too much up front work. You must know your customer. After all, isn’t that what having a customer reference or customer loyalty program is about?