CRM is a two way street

I recommended a financial planner to a friend a few weeks ago and then forgot about it. Last week I got a thank you card in the mail from the financial planner along with a list of things to choose from as a thank you gift, which was to be faxed back. The choice was from a bottle of red wine, a bottle of white wine, a garden centre voucher, a book voucher or two movie tickets.

I asked the family for their preference and we chose the movie tickets. I faxed the form back and the tickets duly arrived.

The good part of this system from my point of view is that I got to choice my own gift. From the financial planner’s point of view he got me physically involved in the thank you, he had me responding to him, I involved others in the decision and he got to send me two things.

And it didn’t cost any more than it would have anyway.