CRM

PRODUCT PROFILE

Tact Premium Goes With the Flow

Tactile, developer of the free mobile enterprise app Tact for Salesforce CRM, has debuted Tact Premium, a paid version with ramped-up functionality. The company showed off the new version earlier this month during Salesforce.com's annual Dreamforce show. It won rave reviews from the crowd, said foun...

Perhaps the most important thing you can do before buying business software is to understand what you really want. Software is different from buying a car -- a physical thing you can inspect and whose operation you understand. It's different from buying a commodity, whose characteristics are already...

INSIGHTS

The Customer Science Revolution

Bluewolf, the consultancy that was founded to assist customers implementing and deploying Salesforce.com, has released its annual State of Salesforce report. There is very little that's controversial. Salesforce is a juggernaut at this point, growing at an exceptional and exponential pace. My only q...

When DiGiorno tweeted, "You had pizza. #WhyIStayed," Twitter lit up with criticism of the brand. The hashtag "WhyIStayed" is associated with domestic violence. In response to the firestorm, DiGiorno peppered its Twitter feed with apology after apology, all of them essentially like this: "A million a...

PRODUCT PROFILE

Aviso Helps Sales Managers ID the Real Deals

Aviso, a two-and-a-half-year old startup, has launched its first product, Aviso Insights. It is a sales forecasting analytics tool that uses machine learning and portfolio management frameworks to help sales managers answer a fundamental question: What deals can I expect to close this quarter? The a...

Salesforce.com's major Dreamforce news was, as the company itself admitted, the worst-kept secret at the show. Marc Benioff, no less, spilled the beans about it during the summer; the crowd for his keynote was there largely to see it in action. It's a beautiful-looking analytics program. The graphic...

INSIGHTS

Jottings on Dreamforce 2014

Dreamforce has always been about many things happening at once -- a three-ring circus, in a good way. There are announcements about applications, platforms, philanthropy, entertainment and, importantly, parties. This year there was all of that and then some -- I was a guest with a ringside seat. Sin...

PRODUCT PROFILE

SalesMesh Bridges Rep-Corporate Information Gap

AppMesh recently came out of the gate with the second iteration of its flagship product, SalesMesh. Version 2.0 is a major leap in functionality for the app that builds on the cofounders' vision of developing a personal sales system for the sales rep. "CRM has made a lot of advances over the years,"...

Salesforce.com on Tuesday unveiled Salesforce1 Lightning, a new Platform as a Service for developers to build mobile apps. Salesforce1 Lightning lets developers build apps for devices with screens of any size or format -- from the desktop to laptops, tablets, phablets, smartphones and wearables. It ...

The old saw is that sales is a numbers game. That's kind of true -- but less so every passing year. In reality, it's becoming a productivity game: How can we make the sales people in our businesses as productive as possible? The key is to make marketing people as productive as possible, too -- which...

INSIGHTS

OOW2014

If Oracle didn't build another product for a while, it would be OK. In fact, no one might notice. The company already has thousands, and if the recent OpenWorld 2014 is any indication, there are enough to go around. Since I attended OpenWorld and it's my job to critique, I'll make a few observations...

OPINION

Debunking the Lead Numbers Myth

Sales people love leads. They want lots of them, and they want them now. The more leads, the more money -- because sales is a numbers game, right? Well, yes and no. Some believe in an equation that says X number of leads will produce Y number of closed deals. If you make X greater, Y will be greater...

OPINION

Where Apple Watch Leads, CRM Will Follow?

CRM system users are a versatile bunch. Some 29 percent of participants in a recent survey accessed CRM through four devices: laptops, desktops, tablets and smartphones. Twenty percent said they used a combination of three of the aforementioned form factors, and about 81 percent said they used multi...

INSIGHTS

The New Forecasting Era

Sales forecasting never has been easy, and over time it has gotten a lot harder. This brings up a couple of points that every sales manager and CEO has to deal with: how to forecast deals and how to track them. Forecasting has gone through several generations of approaches that have been tied direct...

Just as businesses used to fool themselves into believing they controlled the customer conversation, many businesses today think they define the customer experience. They think that by assembling the right combination of processes, environment and people, they can develop an experience that will del...

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