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SugarCRM Refines Customer Analytics for Sales
April 14, 2014
When SugarCRM debuts version 7.2 in the coming weeks, users already will have had a taste of one of its main themes: tighter integration around productivity tools aimed at better understanding a customer base. That is because SugarCRM has previewed two such integrations over the past month -- one with Marketo and one with Dun & Bradstreet -- both designed to improve the user experience.
Setting Goals and Rewards
April 09, 2014
You should check out The Second Machine Age, by Erik Brynjolfsson and Andrew McAfee. It's a thoughtful analysis of the technology progression handed to us by Moore's Law and its effect on every aspect of our lives. Their thesis is simple yet powerful. Over the last 10 years or so, the pace of innovation has accelerated. Processes that were only imaginable before are becoming easy.
Clari Sharpens Its Focus on Data-Driven Processes
April 07, 2014
Clari is bursting onto the CRM stage with a mobile sales productivity platform that is coming out of stealth mode, thanks to a $6 million infusion of funds from Sequoia Capital. The product, says CEO Andy Byrne, marries "a beautiful design," with data analytics and mobile tech to create a system that helps reps close deals faster, while cutting down on productivity-killing data entry tasks.
Digging Deeper Into CRM Data
March 21, 2014
CRM is sometimes described as the place where all your customer data resides. That's a nice image -- all that helpful data, chilling in its own hangout. That data works for you, though -- if you're just storing it, it isn't helpful. It's important to think about what you want to do with and learn from that data. We talk a lot about what we want to do -- less about what we should learn.
Developing Customer IP
March 19, 2014
Sales people have been demanding better leads for a long time, and marketing today is in a position to provide them. At the same time, marketers have discovered that the kind of data they collect is as important as its volume. Marketers need to provide rich prospect profiles that answer many of sales people's most important questions: Is there a need? a budget? an executive sponsor?
The Fine Art of Belly Scratching
March 12, 2014
I was at a dinner at a working cattle ranch outside of Denver not long ago, but it was a ranch with a difference. Rather than raising cattle for the table, the business raised breeding stock and sent animals and other products, like embryos, all over the world. Every animal on the ranch had its genetic makeup tracked in a database and a unique ear tag that told something about it.
Salesfusion Bumps Up Lead Scoring in New Marketing Automation Release
March 10, 2014
Salesfusion has released a new version of its marketing automation platform enhanced with the lead-scoring capabilities it acquired with its purchase of LoopFuse. The end result of this newly integrated product is a marketing automation application that has predictive lead scoring and is priced and configured to be used by mid-market companies, said Salesfusion CEO Christian Nahas.
The Order to Cash Subscription Process
March 05, 2014
Subscription companies face many of the same challenges that more conventional companies face, but the nature of these businesses puts an entirely different spin on the challenges. All companies have to acquire new customers, make products and price them attractively without leaving money on the table. Once a product is purchased, a company needs to get the cash in house as quickly as possible.
Big Data and the Process Revolution
February 26, 2014
A wave of change is now making its way through the front office with uneven results. CRM is moving from a data capture and retrieval solution to something that supports end-to-end processes -- and as with ERP, data analysis is helping to improve what once were purely manual processes. The trick is in producing knowledge from data. Alone, data is useless.
Transition State
February 20, 2014
The CRM market appears to be experiencing a transition state -- something betwixt and between, a time of high energy and great possibility, above all a time of change. A ball bouncing around a spinning roulette wheel is in a transition state; chemical reactions go through transition states as reactants become products. The key concept is indeterminacy.
Microsoft Dynamics CRM Gets a Fuel Injection
February 18, 2014
Microsoft on Tuesday unveiled a set of Microsoft Dynamics CRM features that will be generally available in the second quarter of this year. There are three main areas of change in this latest iteration: new marketing functionality; enhanced customer service options; and the introduction of a unified service desk for call centers. There are also additional social listening features.
Completeness Is the New Black
February 12, 2014
Are we collecting enough data? It seems like a weird question given the glut of it at most companies, and perhaps it is. Perhaps a better question is, are we collecting the right data? We could get into a long philosophical discussion of just what the right data is, but that would only happen if we made the mistake of thinking all data was the same.
'Nontraditional' Is the Name of the New CRM Game
February 10, 2014
Fueled by its recent infusion of $40 million by Goldman Sachs to invest in sales and marketing, SugarCRM plans to focus on "the nontraditional use of CRM," said VP of Marketing Jennifer Stagnaro. "That is, we plan to go beyond the traditional uses of sales force automation and customer service and marketing automation," she said, noting that nontraditional uses of CRM are on the rise.
Google Glass Could Bring CRM Into Focus
February 06, 2014
Google last week debuted several trendy eyeglass frames for Glass, shedding its dorky look while accommodating prescription lenses. The more natural look means consumers likely will be more accepting of Glass once it becomes generally available -- assuming the price is right. The new Glass frames and support for corrective lenses are also a boon for CRM.
Give Customers a Buying Experience They Can't Resist
January 31, 2014
When people talk about the customer experience, the thinking gets lofty quickly. The word "delight" is dropped a lot, people cite things like the American Girl Store or Nordstrom -- and soon over-the-top seems like what the norm should be. The experiences provided by the very best at creating experiences are great because they fit their product, their customers, and the objectives of both groups.
Nextbee Gives B2Bs CRM Integration Links
January 20, 2014
NextBee has spent the last several months developing integration links to connect its referral and customer service products to the major CRM applications, including Salesforce, NetSuite and Microsoft Dynamics. The general idea of the integration is to combine NextBee's ability to track activities and provide incentives with the CRM system's customer service touchpoints.
Winning the CRM Race
January 17, 2014
"Customers do not want a relationship with your business, they want the benefits a relationship can offer to them." Mitch Lieberman, managing partner at DRI and an all-around bright thinker, first said this around 2009. He wasn't trying to smash anyone's illusions about the value of CRM. He was trying to reset business' thinking back to reality about the nature of buyer-seller relationships.
CRM's Collaboration Conundrum
January 07, 2014
CRM has gained significant attention and adoption among businesses eager to enhance their processes for building and maintaining customer relationships, thanks to industry visionaries such as Salesforce, Oracle and Microsoft. However, there's a major element of effective sales strategy that CRM systems neglect to address: collaboration. True collaboration requires more than data.
Teach Your Channel Partners Well
December 20, 2013
Companies that sell direct have it easy. They have control over hiring their salespeople, control over marketing messages, and control over service and support. There's only one entity to blame if the buyer's unhappy, and that's the seller. When you mix in an indirect channel, however, things get a little more difficult. Now a third party has an impact on the buyer's satisfaction as well.
CRM's Frayed Ends
December 06, 2013
The buyer-seller relationship we most often think of is one in which all the responsibility is loaded on the seller. The seller convinces the customer to buy, then provides support and further marketing to keep the customer loyal. Not every selling relationship works this way, however. When both ends of the sale have a responsibility, things get a little cloudier and more complex.

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