Grab your FREE copy of the 60 Low & No Cost PR & Marketing Strategies eBook*



*By submitting your email, you will receive the eBook & also sign-up for Carol’s newsletter
Business Unplugged™
This blog features Carol Roth's tough love on business and entrepreneurship, as well as insights from Carol's community of contributors.

Real and Valuable Relationships Are Not Transactional

Written By: Catherine Morgan | Comments Off on Real and Valuable Relationships Are Not Transactional

What Happened When This Customer Relationship Management CEO Couldn’t Remember the People In His Own Network” is the title of Carol’s recent post on – and it’s a good one! There are some epic technology automation fails in this post that we all can learn from. Carol begins:

Several years back, a friend introduced me to a gentleman who was an “expert” in customer relationship management (CRM). This man had built a successful business in the space and exited that company, and he’d recently become the CEO of a new software startup with a focus on small-business CRM.

We had an introductory call where we talked about how we could be helpful to each other and pledged to keep an eye out for such opportunities. He asked if I could make an introduction to another one of my contacts. I obliged.

Over the next couple years, I kept track of this man and his CRM company on Twitter and through other venues. Then, as I geared up to speak about small business at a tech industry conference, I received an email saying that he was attending the conference and wanted to connect.

I assumed he connected the dots that we would both be there and that it was an opportunity to further our relationship. However, when I opened the email, inside was a form letter, written as if he didn’t know me and wanted to set up an appointment to get introduced. I thought someone who owned a CRM company would do a better job managing relationships, but I let it slide and just deleted the email.

A couple of months later, I received a LinkedIn request from him. As we were connected elsewhere, I didn’t give the connection request much thought. That was, until I opened the request and read his note:

You can (and should) read the rest of the post here.

Article written by
Catherine Morgan is the founder of Point A to Point B Transitions Inc., a virtual provider of coaching services to individuals who are in business or career transition. She specializes in helping entrepreneurs transition to corporate jobs they love. Catherine is the author of the eBook Re-Launch You: Discovering Your Point B and Embracing Possibility. An experienced independent consultant who was employed by three of the former Big Five consulting firms, Catherine speaks frequently on topics related to career transition, small business, productivity, and mental health. She doesn’t take herself seriously, but takes her subject matter very seriously.