Archive

Salesforce has extended its Social.com, Active Audiences and Social Studio marketing tools to Instagram. These tools let marketers buy and manage advertising, publish content, participate in and review discussions with customers, resolve customer service issues, and analyze conversations. Marketers ...

Microsoft earlier this week announced that it has bought FantasySalesTeam, a sales gamification platform. The intent of the product is to boost sales productivity. The gaming part is designed after some aspects of fantasy sports leagues in which participants build a team from known professional athl...

American consumers have access to enterprise brands through more touchpoints than ever before. In the past, enterprises controlled the times, policies and marketing funnel for customer interactions. When things went wrong, customers reluctantly picked up the phone to call customer support, fully exp...

I recently conducted a simple, one-question survey, using sales pros as my target audience. The question was idiotically simple: What is the most important metric for people in sales? In this era of big data, deep analysis and predictive analytics, you might have thought that some new, performance-b...

Spreadsheets suffered a body blow on Tuesday, when Salesforce announced new platform functionality. Soon all spreadsheets will be good for is financial analysis. This sounds funny, because the spreadsheet for several decades has been the unofficial IT prototyping tool. Actually, it was the end-users...

The Consumer Financial Protection Bureau last week ordered Citibank and its subsidiaries to pay about $700 million in relief to eligible consumers and a $35 million civil penalty for, in essence, scamming consumers into paying for unwanted credit card add-on products and services. This is the 10th a...

I've been looking at process as the next big thing in CRM for a while. As we move to conducting increasing amounts of business online, we lose the intimacy of personal contact between vendor personnel and customers. In its place we need accurate and authentic processes that treat customers in ways t...

We all use them. They're the default system for listing and tracking things. And no one -- except, maybe for that one weird guy in finance -- really likes them. I'm talking about spreadsheets. Whether it's Excel or Google Sheets or some other lesser-known variation on the theme, a lot of spreadsheet...

Microsoft on Thursday announced that it has reached an agreement to acquire FieldOne, developer of a cloud-based field service management solution. FieldOne's technology will add a new dimension to Microsoft Dynamics CRM. FieldOne provides field service management tools for work order management, au...

Having meaningful work is one of the biggest challenges for many people at the bottom of the employment ladder. In Outliers: The Story of Success, Malcolm Gladwell documented the multigenerational effect. The children of people who had meaningful work turned out to be more successful and advanced fu...

As businesses gain a new appreciation of the power of data, they're discovering new tactics for sales and marketing that go far beyond what was possible in the past. It's not just big data and a technology-driven revolution -- it's also a shift in attitudes about data's place in the selling process,...

I've written many times about how conventional, premises-based ERP seems to be evaporating. CPQ -- configuration, pricing and quoting -- are business processes that illustrate the point. First, let's all agree that enterprise resource planning isn't going extinct as it evaporates -- it's too valuabl...

Customer experience is more than the experience of trading money for a product or a service. It's the experience leading up to that, and the experience customers have with what they've purchased, all the way until they stop using it. Why is it, then, that the concept of "customer experience" seems t...

It occurred to me at Salesforce's Marketing Cloud event held last week in New York that CRM has come full circle in a fundamental way. I was never a fan of labels like "CRM 2.0" or "Social CRM" or whatever else came along, principally because those monikers didn't signify anything new in doing busin...

Customers are more empowered than ever before -- they have unlimited access to information with the click of a button. How does this affect businesses? How are they reshaping their strategies to account for the recent rapid shift from business-centric to customer-centric? SaaS businesses and enterp...