CRM

SuiteWorld Reveals Cloud ERP's Moment in the Sun
May 22, 2013

NetSuite bloomed this week, in part because of a very well-produced user meeting, SuiteWorld, held in San Jose. However, it also bloomed because there can no longer be any doubt that the market for ERP technology is turning to the cloud. What was once unthinkable -- that ERP could or would ever be delivered as a cloud solution -- has been gaining acceptance

The 5-Step Plan for Picking the Right CRM Consultant
May 21, 2013

Pretty much all CRM deployments need some degree of customization, the exceptions being those rare situations where businesses have very simple needs. Customizations can be as simple as the modification of a field to accommodate a local convention for addresses, or as complex as the addition of workflows that introduce social media data or specific sales and marketing behaviors.

When Mobile CRM Goes Too Far, Part 1
May 20, 2013

The case for mobile CRM is an easy one to make. Smartphones are now ubiquitous, and the way most people work requires 24-7 accessibility. Also, not being tethered to a desktop to access customer records is a plus -- if not an outright necessity in some cases. For sales reps or anyone who interacts with customers in the field, mobile CRM is essential.

InsideView Provides New Insights Into Sales Leads
May 17, 2013

InsideView earlier this month debuted a new marketing offering housed on its InsideView CRM Intelligence Platform. This first iteration of InsideView for Marketing focuses on automated lead enrichment capabilities, said Marc Perramond, VP of product. It was built with an eye to enhancing a company's lead records with social, media and financial information.

Sorry, the CRM Niche Is Full at the Moment
May 15, 2013

There are two questions that emerging companies in the CRM space hear when they face the analysts: When are you going public? Why don't you build out a full CRM capability? The first question is easily and deftly handled by most executives, and it must be. An IPO has its own cadence, and the Securities and Exchange Commission is very keen to protect its turf.

CRM's Stairway to Stardom
May 14, 2013

Although the acronym "CRM" has been around for a long time, most people have no idea what it means. That's kind of a shame, because they brush up against the effects of CRM every day in their interactions with the businesses they patronize. As a result, when I say I write about CRM, I'm often asked to explain what it is. That leads me to think a lot about a practical definition of "CRM."

How to Muff a Mobile Marketing Campaign, Part 2
May 13, 2013

You wouldn't think it was easy to bungle a mobile marketing campaign -- but it definitely is doable. Six in 10 decision makers planned to increase their companies' mobile marketing budgets in 2013, Forrester said earlier this year, reporting on a survey conducted for Acquent. However, 42 percent of those respondents were worried about achieving ROI. They have good reason to be.

Trulia Rolls Out Welcome Mat for Real Estate Pros
May 10, 2013

In a move to bolster its offerings for the real estate market, Trulia said this week that it would acquire Market Leader, a Software as a Service-based CRM company targeting agents and brokers. The acquisition, expected to close in the fall, will provide Trulia with tools to help real estate professionals manage and track leads.

Twilio Lets Devs Build Contact Centers in the Cloud
May 09, 2013

Twilio last week rolled out capabilities that extend its communications API platform into the cloud contact center market. The new functionality is aimed at companies that want to migrate part or all of their traditional contact center operations to the cloud, or those that want to enhance existing traditional operations with a cloud-based component.

Economics Imitates Life, and Life Has a Lot to Do With CRM
May 08, 2013

It's been wonderful this spring, being a part of all the vendor briefings now in high gear. That's because in short but sometimes painfully dense bursts, we get to know what each vendor has in store for the months ahead. It's a lot and that's a good sign. There seems to be a breakout happening. One of the themes running through all the events -- like a kid on a tricycle -- is marketing

Tap CRM to Give Your Customers a Pleasant Surprise
May 07, 2013

So you have your CRM application in place and humming, collecting information about customers and potential customers and organizing it -- but how are you using it? Most companies pour it back into sales, marketing and support to keep feeding those machines, which is good. It's the way you realize the value from your CRM investment.

Salesforce Communities Pick Up Where Portals Left Off
May 03, 2013

Salesforce has announced that a product it first unveiled last summer, Salesforce Communities, will go live this summer. Since its original debut, Communities has been tweaked to take into account user views and feedback. Salesforce's user community got a taste of similar functionality last month with the company's rollout of Chatter Topics and Expertise.

New Tools Play Up Twitter Games, Polls for CRM
May 02, 2013

Fan Appz provided more tools for digital marketers Wednesday when it added a suite of Twitter features to its real-time customer feedback platform. The new features help brands interact with followers by running polls, hashtag games and loyalty-based reward activities on the social network. Those interactions can help build a brand's database.

PowerMap Lets Users Visualize the Lay of the CRM Land
April 29, 2013

PowerObjects has released PowerMap, a new add-on for Microsoft Dynamics CRM. "It is a way to create a visualization of geolocation in the database," said PowerObjects CEO Dean Jones. At its core, PowerMap does what the name suggests -- allows users to plot addresses of a group of entities on a map within Microsoft Dynamics CRM.

Hoopla: It's a Brand New Sales Game
April 25, 2013

Hoopla has debuted Game Center, a new sales performance module that uses contests to incentivise CRM software users. It typically works this way: A sales organization identifies a certain behavior or goal, such as prompting sales staff to make more cold calls or follow up with prospects. Results are published on live animated leaderboards.

How to Ride the New Analytics Wave
April 24, 2013

I can't tell you how many emerging analytics companies have contacted me since January. Every day it seems there is another company -- smelling blood in the proverbial water -- wanting to brief me. I know why. Now that Big Data questions have transitioned from "how do we store all this stuff?" and "what's valuable in this pile?" to "how can we slice and dice this raw material," everybody wants a piece of the action.

Pegasystems App Susses Out Customers' Soft Spots
April 23, 2013

Pegasystems has rolled out the newest iteration of its marketing application. New or enhanced features include improved ability to perform real time event-triggered actions and new B2B recommendation functionality. The key to understanding this app is its name, "Next-Best-Action," said Steve Kraus, senior director of product marketing. "That is the concept behind our approach to marketing.

The Hidden Risks of Mobile CRM, Part 2
April 19, 2013

Mobile marketing may just be in its infancy, but it already has ushered in a world of new risks -- or rather, existing risks that have been repackaged. They range from running afoul of still-developing regulations to security concerns, to consumers misinterpreting content. As people connect with the Internet through multiple access points, keeping a marketing message consistent is becoming more essential.

Doubling Down on Data
April 17, 2013

About ten years ago, I wrote a paper that predicted that analytics and social media would converge in CRM. I believed that for two reasons. First, I believed social media was inevitable, though I had no idea what form it would take. Facebook was not on my radar and had not officially launched, MySpace was something for kids, and Twitter had definitely not been invented yet.

Kana Adds Context, Subtracts Search
April 16, 2013

Kana Software on Tuesday debuted its next generation of Kana Enterprise, a multichannel customer service application with functionality for both the agent-based desktop and self-service. Its features include case management; Web self-service; mobile chat; co-browsing; social listening, analytics and community engagement; email, campaign and white mail management; and advanced knowledge management.