Back in the day, sales, marketing, and recruiting weren’t about fancy automation tools. It was all about your trusty ‘date book’ or relying on your memory to give Timmy from HRU a ring just to check-in.
Old-school sales meant one thing: keeping at it. Reminding folks that you’re still interested, still eager for their business. It was all about bagging that deal before someone else did.
CRMs? They’re good at their job, but sometimes, they miss the mark. I can easily brush off those automated CRM messages—I’ve been in that loop. But you know what I can’t ignore? The persistent lady who’s left me nine voicemails. The power of a nudge. That level of dedication deserves respect. I get how tough it is to make that many calls.
I’m all for tech—I’ve tried it all and automation sure makes life easier. But there’s an art to the old way of following up, keeping at it, a rhythm and persistence that’s hard to replicate.
Sure, you might get tired of “John” who calls every month, but guess who’ll come to mind when you’re in a bind? Not the newcomers who show up when you’ve made it big, but John who was there from the start. John who kept at it.
The downfall comes when companies forget the human touch in their CRM strategy. It’s not about choosing one or the other—it’s about blending both. So, next time you see a familiar number calling or delete an email without a read, remember the effort behind it. The humans are keeping at it, working hard to keep those connections alive!
This is spot on. In September we were shopping for property/casualty insurance. I talked to A LOT of agents, did a lot of online quotes and in the end, decided to keep what we have for now.
My next renewal is in February for our autos. ONE agent reached out to me with a new quote for coverage. ONE. Guess what, we are switching because she reached out, via email, with a new quote. No pushing me to make a decision. No pushing me to add to my coverage. She sent me an email with an apples to apples quote. This was the nudge I needed to make a change.
The nudge works!