Strategy

It's over, Dreamforce that is, and I have gotten some needed sleep on the flight back to Boston. As I contemplate Dreamforce 2012 and its meaning, I have three observations. First, it was what I expected it to be. If you refer back to my post just before the show opened my expectations were more tha...

The CRM industry is used to getting a jolt every year from Dreamforce, Salesforce.com's annual mega-event. Each year, the number of attendees swells -- this year, it's more than 70,000 -- and that makes CEO Marc Benioff's bacchanal the epicenter of the CRM industry for a week. That give Salesfor...

CRM is not itself a technology -- it's a discipline enabled by a technology. But the ideas are so completely enmeshed with technology today that it's almost impossible to talk CRM without lapsing into jargon. That's led to the abduction, abuse and expropriation of technical terms, which often resul...

Those who cannot remember the past are condemned to repeat it, wrote George Santayana, and if you've covered technology as long as I have, you know that the cycles of repetition become shorter with each passing year. When it comes to CRM, we're seeing it again in the form of social CRM: companies ar...

Pascal Houillon, the CEO of Sage North America, has been at the job for a bit over a year. He took over the reins at last year's Sage Summit where he famously introduced a new branding exercise. Houillon's idea was to make Sage a more prominent brand by de-emphasizing the individual product names,...

Jeff Hasen, Hipcricket's CMO, recently had what he called his "10 millionth" bad customer experience with Comcast. It's galling enough to be treated poorly by a company when you buy just about all of its services, as Hasen does with Comcast. Worse, though, is when you are a mobile CRM expert, as Ha...

In today's economy, there are many tools designed for sustaining small and mid-sized businesses. Web conferencing is a tool that an increasing number of companies find very useful. Over the last few years, Web conferencing and online meetings software have taken off as communication tools with sever...

Henry David Thoreau's quiet wisdom is best exemplified by sayings like, "in all things, simplicity." That's a nice credo to live by -- but it may be a hard one to fully embrace if you're trying to provide great customer service these days. After all, if you work in service, you have customers comin...

When people are under stress, many respond with remarkable grace, courage and decisiveness. Then there are those who, under great stress, become paralyzed, flail about, or lash out in unproductive and unprovoked ways. The social era is showing us that while corporations are not people, they are run ...

If you mention a certain brand of lower-priced, assemble-it-yourself furniture of Scandinavian heritage, you stand a pretty good chance of getting a response that dwells at some length on how hard it is to put it together. I've never felt that way -- in reality, I actually like putting stuff toge...

When people ask me what I write about, I say "CRM," but I could just as easily say I write about adoption. Adoption failure is the arch-enemy of CRM, the great CRM investment-waster, the adversary to those who want to organize, rationalize and economize their customer data and how it's handled. W...

Financial site Adaptu serves people in all stages of life, from young people just establishing themselves, getting married and buying a home, to more mature investors planning for their children's educations or their own retirement dreams. "Some of these people are open to talking about their finan...

Travel always seems to elicit great customer service stories -- that is, great stories from my perspective as a person who writes about CRM; not great as in "my experience while traveling was wonderful, stress-free and restored my faith in humanity." As fodder for columns, they're great. They're o...

About a year ago, I heard a great story on NPR's "Marketplace" that illustrated the concepts of sunk costs and opportunity costs using baseball players as a sample group. While fans marvel at the enormous contracts paid to star players, there are thousands of younger players who toil away in the mi...

There's a lot of opportunity for CRM vendors seeking to reach small businesses. While there are 15 million seats of CRM in action today, there are a lot more than 15 million customer-facing workers out there, and the vast majority of them are in small businesses. That's a big opportunity for CRM ...