CRM Software

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I’ve been reading a simple, yet really really cool book this week. It’s called Business Model Generation: A Handbook for Visionaries, Game Changers, and Challengers. When Wim Rampen mentioned it recently the titled sounded a lot like me (ok, 1/3 – challenger).  As with most things I’m attracted to, it’s a simple framework that can be used by ordinary people to do amazing things. How can you argue with something like that? Isn’t that what it’s all about? The opportunity to be amazing, no matter how simple minded you might be (like me)?

Read more on A Long Tail Look at CRM as a Platform…

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I was invited by Focus.com and Sage  SalesLogix to present as part of panel and discussion: CRM in the Cloud: The Top 8 Considerations for Building Brighter Prospects for Your Business. For those of you who know me, I often write on topics somehow aligned with Social CRM or Social Business, spending time looking forward. Recently, I find [...]

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A long time ago, really long time ago, when networked, multi-user CRM became a reality, we all thought it was so cool that we could see a meeting, or a To-do, or an Email that was created or acted upon by someone else. And so the story goes for nearly 20 years. Fast forward to today. Never mind, it’s the same old same old.

Read more on Bringing Real-time Collaboration Into CRM…

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I’m a long time CRM consultant and architect, but I’m a fairly horrible CRM user. I know this for two reasons. First, I deal with projects and one-off requests more than I deal with the traditional Sales, Marketing and Customer Service roles. I still deal with them, it’s just in the context of the project, generally or some ad hoc situation. I’ve worked with very few internal CRM implementations that have integrated project management into our CRM platform well. Mostly because we spent our time on our customers and not on ourselves.

Read more on The Widgetization of #CRM…

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Today, conversations, or threads, can take place over time and through a number of traditional channels. For example, you’re on the golf course with a client and he asks you to send him some more information on the topic you just mentioned. So, first you call him and leave a voice mail with the information he requested. Then, you think, I’ll just shoot him an email as well. Your customer reads the email, and replies with a number of questions. You call him back on the phone and suggest that you schedule a face to face meeting in his office. Then you have the meeting.

Read more on The Multimedia Social Thread or The Social Media Multithread…

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If you even wondered what was going on in the mind of your CRM consultant, here's a perspective you might find interesting.