In How to Win Friends and Influence People, Dale Carnegie writes in his fourth principle: “Become genuinely interested in people.” And one way he did that was by remembering everyone’s birthday. Carnegie famously kept a birthday book where he wrote down people’s birthdays, and when their day came, he would send them a telegram or a letter.
“What a hit I made!” he writes. “I was frequently the only person on earth who remembered.” The AEC industry is built around people and the relationships we create with one another. Remembering your employee’s birthday is a great way to show that you are interested in them. But it's can be difficult.
It’s impossible to remember everything. You have 100+ employees on several projects going on simultaneously, so many of them being subcontractors that you haven’t worked with in months, not to mention new people on the job or on projects that you don’t know all very well.
And on top of all that, you have to pick up your son from the mall, drop your daughter off at her friend’s house, and go grocery shopping before dinner. Wait, when was the last time you had a checkup at the dentist? Or went to yoga? And taxes . . . Geez! Did you file your taxes yet?!?!
There’s no judgment here, though. Instead, here is a solution.
In the user-friendly modules in Unanet CRM by Cosential, you can keep track of both your employees’ and your clients’ birthday. In Contact Manager, along with their birthday, AEC firms can store all of the client’s necessary personal information: phone number, email, credentials, recent projects, and any other relevant information.
In the Personnel module, you the same feature is available with your employees—all their contact information, project experience, certifications, leads, and so forth, are available, so you never have to shrug your shoulders and say, “Did I forget your birthday? I’m so sorry!”
Remember the last time you were at work on your birthday? You may have been walking with your head down looking at a file trying to perform a calculation in your head or think through a challenging problem. The last thing on your mind was the fact that it was your birthday, and then all of a sudden someone says, “Hey! Happy birthday!” What did you do over the weekend?”
You looked up with a smile on your face. Didn't it feel nice? (Unless, of course, you would prefer not remembering your birthday. But that’s another issue).
Remembering your employee’s birthday is a great way to show that you care. It’s a way to remind your employees that you value your relationship with them beyond the lead metrics and project profitability—and that they’re people, just like you.
If you are in need of a solution for your data, proposals, customer relationships, (and more!) or simply need a tool to remember your employees’ birthdays, request a demo of Unanet CRM by Cosential.