Customer relations have always been at the heart of successful businesses.

Before the advent of the internet, we made almost all of our purchases in person. Our relationships with business owners and their employees inspired our buying decisions. Emotional connections, subtle preferences, and loyalties drove how and when we spent our money.

At my favorite college haunt, Summit Coffee, for example, I chatted with the barista almost every day for four years. It was one of the best customer service relationships of my life. Even nine years after I’ve graduated, every time I go back to my alma mater in North Carolina, I beeline to Summit.

It may seem that the days of these human moments — and long-lasting customer relationships — are a thing of the past. That couldn’t be further from the truth.

Thriving brands make and sustain emotional connections with customers during every interaction, whether online or in person. These relationships are just as important for businesses who almost never interact with their customers face-to-face.

A strong customer relationship management strategy underpins sustainable growth. Once you know the facts, it’s hard not to put these relationships first every day.

Effectively managing your customer relations elevates your business

Relationships are the key to long-term growth, and some people intuitively know how to prioritize their customers. Maybe they grew up in a family with a small business or have always had a service mindset. But even if customer relations come naturally to you, you’ll benefit from understanding what it is and how to integrate it into your business.

Some people use the term “customer relations” interchangeably with customer support or customer service relationships, especially in the UK.

Help Scout’s definition of customer relations is the company-wide process of nurturing positive relationships with your customers; the sum of all customer interactions or customer experiences.

Even if you’ve never met the majority of customers, your work serves real people. No matter how distinct the different roles of your team, every action taken by the every person in the business contributes to — or detracts from — a positive customer relationship.

A successful customer relationship management strategy starts on the front lines with your customer support team or customer relations department. Support professionals manage the highest number of personal interactions with customers. They’re in an unparalleled position to transform the customer relationship. By acting with goodwill — and providing extra value — they can serve as the keepers of these vital connections.

We position support team members as proactive relationship-builders. Let’s say you’re having an issue with a Help Scout platform integration, for example. Not only would one of our support pros fix the problem, they might also invite you to a webinar to deepen your understanding of the tool. The higher the level of customer engagement with your company and product, the higher the value your customer receives — and the better the relationship. When you expand the domain of your customer support superstars, you give them the leeway to strengthen the customer experience in creative, unexpected ways.

Remember, though, that these activities don’t happen in the vacuum of a single role or function. Ideally, every employee acts as a steward for customer relations. The work of each team member can and should always contribute to improving customer relationships.

3 keys to customer relations, according to the experts

Some of the simplest wisdom about customer relations is the best: Be kind. Treat everyone as a human being. Know your stuff. Stay calm. Scratch below the surface of these simple directives, though, and you’ll find deeper strategies that anchor and strengthen customer relationships. These three keys contribute to the best possible outcomes for everyone.

Understand and meet your customers’ hierarchy of needs

You can’t create an authentic, long-lasting connection without understanding the other person. The same is true for customer relationships. What does your customer want? How can you serve them?

The most beloved companies commit to understanding and empathizing with their customers every day. Through customer interviews, market research, and feedback from customer support, customer success, and sales, they identify the needs of their customers.

Marketers often apply Abraham Maslow’s “hierarchy of needs” to customers. According to Maslow, people experience five levels of need: physiological, safety, love and belonging, esteem, and self-actualization.

Bain & Company adjusted this traditional model into an “Elements of Value” pyramid to identify how businesses can meet the essential needs with customer relations. Instead of five levels, there are four groups — functional, emotional, life changing, and social impact. Across these tiers, there are 30 opportunities for companies to create value for their customers through positive relationships.

The Elements of Value Pyramid

Businesses bring the most value when they build an entire relationship, rather than just a product or service, around creating value. Generally speaking, the more ways you can bring value, the more loyal customers are to your team and the greater the sustainable growth your business can achieve over time.

Pinpointing the specific value you bring to customers can inform your customer relationship management strategy. As data and technology evolve,it’s easier to personalize the specific “value elements” you fulfill for a segment or group. Our platform, for example, enables customer support professionals to see every conversation the customer has had with a member of our team, as well as their searches in Docs. This context empowers teams to identify the greatest value they can bring each customer in real time.

We’ve also leveraged automation, so we can predict and assess a customer’s needs before they reach out for help. By sharing specific tools and resources upfront, we act as a “concierge” that points them in the right direction. The deeper the personalization, the more likely you can provide the value that underpins a meaningful customer relationship.

Prioritize consistency above all else

One great experience rarely creates trust or loyalty. You need consistency across channels and interactions (digital and personal) to develop real relationships with customers. It sounds like a no-brainer, but given the number different channels customers use to interact with companies, consistency is harder than ever to create in a customer relationship.

According to McKinsey&Company, consistency in every stage of the journey is the greatest predictor of customer experience and loyalty. Their research breaks down how to create continuity in customer relations in multiple ways:

1. Customer-journey consistency

The more varied the customer experience, the less effective it is. The more consistent a company — and its team members are — in how they interact with their community, the more interested customers are in continuing the relationship.

Example: Every time you walk into a Trader Joe’s, you’ll see employees in Hawaiian shirts selling quality products at good prices. The experience is universal, regardless of the specific location.

2. Communication consistency

Companies that follow through on promises stand out in the minds (and hearts) of customers. The worst thing for a relationship is to fall short of a customer’s perceived expectations, even if the expectations are not explicitly mentioned in a contract or agreement.

Example: The beloved e-commerce brand Cuyana continues to fulfill their promise of “fewer, better things” as they mature as a company. Every point of contact with customers — and every product — embodies continuity in their message and delivery of timeless, well-made pieces.

Invest in emotional connections, not just customer satisfaction

According to the same research from McKinsey&Company, there’s also a third element — emotional consistency — that drives satisfaction and loyalty across the majority of industries. In short, “emotional consistency” means customers continually feel good about a business over time.

If you’re looking for a clear customer relations example of emotional consistency, let’s go back to Summit Coffee. I frequented this business for four years as a student living in my college town. Even though I’ve moved away, I still feel “close to” the brand and I follow them on social media. Whenever I visit my old college town, Summit Coffee is my favorite place to hang out. Because I never had any bad experiences, I’ve experienced emotional consistency as a customer.

Harvard Business Review argues that emotionally attached customers like me are 25-100% more valuable, as far as revenue and profitability goes, than highly satisfied customers. That’s why Summit Coffee thrives in a time when Starbucks dominates the industry. Although surveys show that customers consider Starbucks a “good brand,” it has a low ECS, or emotional connection score, because people don’t feel a deep sense of attachment to the brand.

“The ‘emotional Connection score’ (ECS) of a brand measures the share of customers who are fully connected. A gap between a brand’s ECS and the share of customers who consider it a ‘good brand’ signals an opportunity to transform satisfied customers into fully connected — and more valuable — ones. Gaps between a brand’s ECS and competitors’ indicate opportunities to seize (or maintain) advantage by attending to emotional connections.” — Scott Magids, Alan Zorfas and Daniel Leemon for Harvard Business Review. Image adapted from Harvard Business Review.

To inspire this kind of long-term emotional connection I’ve experienced with Summit Coffee, you need a direct customer service relationship that blossoms into trust over time. Instead of viewing customer satisfaction as the benchmark of success, make emotional connection the goal. In every function of the company, identify the emotional motivators of a customer and weigh how a business decision could strengthen or weaken their experience.

When companies slip up, it’s often because they build emotional connection into their marketing strategy and stop there. If you create a brand that aligns with the values, needs, and emotional satisfaction of customers but you don’t follow through in the quality of the product and the experience, the investment is a waste of money. Meaningful relationships with businesses require integrity and genuine follow-through to build real emotional connections with customers.

Putting customers first pays off

Customer support is one key component of a larger customer relationship management strategy. Instead of approaching your support strategy as a separate agenda, imagine it as the entry point into meaningful relationships with the people who matter most. Only when you take every touchpoint and every conversation seriously can you build value, consistency, trust, and emotional connection that last a lifetime.


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Elizabeth Wellington

Elizabeth Wellington

Liz writes about business, creativity and making meaningful work. Say hello on Twitter or through her website.