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AI Tool Captures and Updates Contacts Automatically
September 13, 2017
Nimble has partnered with CircleBack, which offers an AI-powered contact capture and cleaning tool that updates contacts and scans business cards automatically. The CircleBack tool captures email signatures in Gmail and G Suite in real time, automatically adding new contacts to a user's list. The tool photographs or scans business cards and adds the information to contact lists as well.
Oracle's Numbers
September 11, 2017
Oracle will announce its Q1 revenue and profit numbers after market close on Wednesday. There's more than a little excitement about what might be revealed, specifically if the company can continue its rise, thanks to its cloud products. The anticipated answer is yes, but there's potential for a surprise. The company so far has been posting great numbers for its cloud products.
6 Reasons You Need CPQ
September 6, 2017
Many businesses still don't use configure, price, quote software in their routine sales processes. Maybe they don't need it, but for businesses that still cling to spreadsheet-based approaches to track things like price lists and product catalogs, chances are good that they're dealing with more overhead than they need to. Worse, they're wasting time and therefore money.
Ten Billion
August 29, 2017
Salesforce announced the partial attainment of one of its long-range goals in its Q2 earnings announcement last week: It eclipsed its goal of a $10 billion run rate. This will be followed by similar announcements over the next year -- first $10 billion year, etc. -- and why not? The company should celebrate. Second quarter revenue hit $2.56 billion, a 26 percent increase year over year.
CRM Health Check
August 18, 2017
As an industry, CRM continues to grow and shower benefits on its users. It's hard to imagine that some businesses still don't use some form of CRM, but recent data suggests there are still businesses buying their first CRM solutions or changing vendors. It's a compilation of data from all over, with some credible inputs from a number of sources, so it's worth taking a look.
Yes, and...
August 10, 2017
The further we go in the CRM adventure, the less our efforts seem to be about technology. That's because we're reaching a theoretical limit, or asymptote, on what technology can do in the vendor-customer relationship. Think of an asymptote as the ceiling that a graph never reaches. Increasingly, we're encountering situations where the best technology can do is assist humans.
It's a Whole New World With Alexa
August 7, 2017
Voice computing is replacing the graphical user interface, Shawn DuBravac, chief economist of the Consumer Technology Association, said early this year at CES. Digital assistants will be integrated into many household objects, he noted. About 5 million voice-activated digital voice products had been sold as of January, and Bravac estimated 5 million more would be sold this year.
New Service Promises Help Winning Government Contracts
August 1, 2017
Onvia on Tuesday launched a new service for companies selling to the public sector. The service provides access to detailed materials associated with a given solicitation, including all submitted proposals, the awarded bid, the final contract, and the agency's scoring criteria. Onvia "helps clients succeed in pursuing government contracts," said Ben Vaught, director of Onvia for Government.
InsideView Launches Expert Consulting Service for B2B Marketers
July 31, 2017
InsideView has announced a consulting service to help B2B marketers implement account-based marketing. Expert Service, the first in the firm's planned series of InsideView Expert Services, delivers target market analytics and helps customers build a view of their total addressable market using a data visualization console. InsideView's TAM service is a blend of consulting, technology and data.
Zoho Launches All-in-One Business Suite for SMBs
July 25, 2017
Zoho has launched Zoho One, an all-in-one business suite comprised of more than 35 integrated Web applications and an equal number of mobile apps. The suite offers single sign-on with centralized administration and provisioning. Each user has one secure account and access to the entire suite. An admin panel enables and controls access, which simplifies provisioning, access and audit.
Elon Musk: Luddite?
July 24, 2017
It's hard to believe that the founder of Tesla Motors and SpaceX could have such reactionary views about AI. Elon Musk last weekend had some very un-Musk-like things to say about AI when he addressed the U.S. National Governors Association meeting in Providence, Rhode Island. "AI is a fundamental existential risk for human civilization, and I don't think people fully appreciate that," Musk said.
A New Service Model
July 19, 2017
People concerned about automation killing jobs might look at Helpshift's strategy and similar automation approaches. By enabling businesses to build help or support into mobile apps, these new models are re-inventing support to get the job done. Sure, they provide automated support in lieu of conventional agents, but they do so at a level where it often can be uneconomic to position live agents.
Naming the Ephemeral
June 30, 2017
So much is happening as we approach the end of Q2 -- our industry's busiest quarter, at least by some measures. I'm flying around seeing things but not always able to comment from a middle seat on a red-eye. So this piece is an attempt to catch up and set some markers for the traditionally slower summer. I've been searching for a word to describe a new category I see: Service as a Service.
SugarCRM Launches Hint, 1st in Relationship Intelligence Line
June 28, 2017
SugarCRM has launched Hint, the first in its new line of relationship intelligence products. Hint users can enter a few contact details about a person with whom they want to connect, and Hint automatically will search social sources on the Web for information. That data, along with other details from a company's internal files, will be served up to the user in a side-panel view.
Where FinancialForce Fits
June 26, 2017
FinancialForce held its first big time user conference in Las Vegas last week, headlined by new CEO Tod Nielsen. The company seems to be telling us that it is adjusting course in an effort to create a new category aligned with enterprise resource planning, but very much for this century. The key concept is services, which must be explained.
Salesforce Parallelism
June 12, 2017
For several years now, Salesforce has built distinct product lines that all work off the same platform and can integrate in interesting ways. There are product lines for the enterprise, small and mid-sized businesses, business-to-business firms and business-to-consumer operations -- and probably some others that I haven't considered. The rationale for all of these new products is simple.
LogMeIn Makes Bold360 Entrance at CRM Party
June 9, 2017
LogMeIn on Thursday unveiled Bold360, a customer engagement platform that evolved from Boldchat -- the live website chat software it acquired five years ago. Bold360 has an intuitive interface that consolidates data from different systems to present a unified view of all customer interactions. Among its features are easy integration of Salesforce and Zendesk data; and omnichannel support.
The [xxx] Economy
June 6, 2017
While sitting in the audience at Zuora's recent Subscribed event, I couldn't help contemplate the meaning and progress of what was once a set of words that didn't roll off the tongue. I am talking about the "subscription economy" -- and it's really something. The data coming in from a variety of sources shows how rapidly subscriptions have become a big part of our lives, and why not?
Salesforce Offers Alternative to Old-School Partner Portals
June 1, 2017
Salesforce on Wednesday announced the Sales Cloud Lightning Partner Relationship Management app as a replacement for partner portals and electronic data interchanges that lack modern features such as built-in mobile, social analytics and AI capabilities. The PRM app has an interactive Guided Setup Wizard that lets channel managers configure, customize and deploy the app in days.
The Subscription Economy's Maturation
May 31, 2017
A lot happens in a decade. Bill Gates once said that we overestimate what we can do in two years and underestimate what we can do in 10. 2017 is a particularly good time to stop paddling and look back at what's been going on in the last decade. While we will all have our favorite memories, there's one in CRM that stands out more than others for me. After all, 2007 was the year of the iPhone.
Helpshift Integrates With Salesforce
May 25, 2017
Mobile technology has delivered a lot of useful functionality that enables vendors and their customers to be on the same page more frequently. However, the screen size has an inherent drawback: It shows a very narrow slice of a reality -- typically one idea at a time. The problem is especially acute in the key areas of sales and service. A mobile "help" app should deliver help the customer values.
Genesys Launches G-Nine CX Framework
May 24, 2017
Genesys on Monday introduced G-Nine. "Think of G-Nine as the Genesys innovation framework that guides many aspects of our business -- product strategy being one of those," said Genesys CMO Merijn te Booij. "Within the G-Nine innovation framework, we have defined our themes related to technology and consumer trends that we'll focus on in the next two years."
SugarCRM Trots Out Sugar 7.9 With Quotes
May 18, 2017
SugarCRM on Wednesday announced the general availability of Sugar 7.9 with a new quote-generation and management feature that helps users turn opportunities into closed deals. The upgrade provides next-generation reporting capabilities, plus enhanced advanced workflow, which lets users trigger a process based on fields changing to or from specific values.
3 Ways Your Sales Organization Should Prepare for AI
May 16, 2017
AI is a trend, and it's always nice to be trendy, but as great as CPQ is, it's still only one source of data. Without sufficient data, AI is extremely limited. It's like allowing your toddler to learn only about colors: The kid might be a whiz with colors, all right, but without context -- in other words, more data -- that information won't make any sense.
Veeva Offers Cross-Stack Customer Insights
May 12, 2017
Veeva Systems earlier this week announced Veeva CRM MyInsights, a new cloud-based data visualization capability producing tailored insights within Veeva CRM. MyInsights lets users of tablets or other mobile devices access, analyze and visualize information in real time. It includes fixed reporting for sales and activity data and a new, customizable HTML5/JavaScript framework.
Nutshell CTO Andy Fowler: Good CRM Tools Stay Out of the Way
May 9, 2017
"CRM was originally created for the managers and bosses to report on the pipeline, and it was sold as a value proposition to the manager," noted Nutshell CTO Andy Fowler. "What's changing now is that CRM is becoming much more about supporting the rep -- giving them the tools they need to improve their performance. It's no longer just a tool for the boss to check in on the salespeople."
Ecosystem Two-Dot-Oh
May 4, 2017
Salesforce this week announced significant enhancements to its AppExchange Partner Program, including a $100 million Salesforce Platform Fund to encourage developers of AI-driven solutions. Salesforce arguably was the first kid on the block with a partner program of this kind in which buyers could access a large community of apps based on a single standard from a single store.
Salesforce Rejiggers Enterprise Apps Partner Plan
May 4, 2017
Salesforce on Tuesday launched the AppExchange Partner Program, or APP, for developers, independent software vendors and startups, as a replacement for its current ISV Partner Program. The APP will cost much less. Its baseline percent-net-revenue model for all new APP partners has been slashed from 25 percent to 15 percent. Current partners will be eligible for the new PNR terms on contract renewal.
Reasoning in CRM
May 1, 2017
It gives some measure of the importance we give to AI that I went to two conferences last week and sat through two panel sessions on the subject. At CRM Evolution, I was part of the discussion in a breakfast session. At the Oracle CX show, executives involved in the adaptive intelligent applications product line tried to define the basics in a session for analysts and reporters.
Salesforce, QuintilesIMS Team to Push New Therapies to Market
April 25, 2017
Salesforce has entered an alliance with QuintilesIMS aimed at helping life sciences companies move treatments from clinical phases to commercial applications more effectively. QuintilesIMS, formed last year through the merger of healthcare data provider IMS Health and medical research firm Quintiles Transnational, is one of the world's largest integrated healthcare services companies.
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What effect is social media having on the current discussion of sexual misconduct?
It's enabling many more people to engage in serious discussions.
It's functioning mostly as an echo chamber.
It's giving everyone a voice.
It's creating much more divisiveness.
It's enabling a cultural re-education.
It's making my news feed so unpleasant I'm staying away.