CRM

INSIGHTS

Zoho’s Noble Endeavor

Edge conditions and the change they drive are fascinating. Some people use the word "margin" because it's at the margin that things change. A situation exists more or less in equilibrium with the rest of its environment until in one way or another the stresses become so great that change happens. We...

Does your customer relationship management strategy have what it takes to reach Generation Y? It's estimated that by 2021, an additional $394 billion in revenue could be gained from artificial intelligence adoption in CRM activities in the U.S. As companies grow and technology evolves at a faster-th...

EXPERT ADVICE

6 Signs You May Be Ready for a CRM Switch

In today's evolving business environment, every operational decision is critical -- and that includes best practices for managing the customer journey. The customer relationship management platform is an integral part of the process.

Several conferences I was scheduled to attend have been canceled. All of the sponsors cited an abundance of caution in the face of the unknown consequences of coronavirus transmission and outright COVID-19 pneumonia. That's all to the good, but we need to get business done even in the face of the vi...

INSIGHTS

The Virus and Podcasting

The coronavirus scare is working its way through the economy -- even affecting CRM. At this point some vendors are canceling events rather than taking the risk of having thousands of customers, press and analysts descend on a city, swap microbes through the air for a few days, then go home and likel...

INSIGHTS

Building the Salesforce Franchise

Franchising is a tried-and-true business model with numerous permutations that benefit all participating parties. For the vendor it's a great model for expanding without all of the downside risk associated with building a business, like finding all the financing and hiring people. The franchisor gen...

Microsoft has unveiled several new artificial intelligence capabilities across Dynamics 365 applications and a new solution to help project-centric services organizations transform their operations. The AI enhancements include first- and third-party data connections in Dynamics 365 Customer Insights...

INSIGHTS

The New App Dev CRM Model

CRM is an industry that's been full of turning points, and I think it is at another. There have been many smaller turns, like the additions of analytics, social media and process flows. However, to get a sense of this point in time, I think you have to go all the way back to the turn of the century ...

For most businesses, meeting target sales goals and key revenue metrics are top priorities. While executive teams understand that building positive relationships with customers is important, it isn't the easiest metric to quantify. For this reason, many companies end up ignoring the work it takes to...

Adobe has announced the availability of Adobe Experience Manager as a Cloud Service for B2B and B2C companies of all sizes. The service provides "a globally scalable, agile and secure digital foundation that optimizes marketer and developer workflows across the entire content lifecycle, and connects...

In order for SMBs to compete with larger firms when it comes to customer reach, they need to approach their marketing plan with a strategic mindset. Marketing automation not only provides important opportunities for interaction with the customer, but also saves time.

INSIGHTS

Dreamforce Points to New Disruption

There were more than 170,000 people at Dreamforce a couple of weeks ago, and many more watching from afar. Also, there were well over 2,000 sessions. Numerous announcements sprang from the big Salesforce event. Some announcements and sessions, like the Tim Cook fireside chat, stand out. Of the top s...

OPINION

Why a Single Source of Truth Often Isn’t

Salesforce used its annual Dreamforce mega-show to make a host of announcements, ranging from contact center partnership with Amazon to a smart speaker tool for sales. For the most part, the keynote featured practical applications of Salesforce technology. Some Dreamforces focus on the highly aspira...

EXPERT ADVICE

Keeping the ‘Service’ in SaaS

In today's highly competitive B2B software industry, it's not enough to staff a call center and sit back and wait for customers to reach out when they need you -- it's imperative that you take the initiative. When customers have so many solution vendors to choose from, service becomes a strategic di...

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