Expert Advice

There aren't many areas in business where processes used to save money and maximize deal sizes also result in a better customer experience. The exact opposite is usually the case -- the drive to save money by making an internal process more productive or to increase the amount being sold to the cust...

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...

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...

Even as other parts of business have reoriented around data, sales and marketing have been allowed to function as though they're black arts, with their practitioners going about their trades mysteriously, doing things for reasons only they know. Sometimes the result is a great quarter. Other times, ...

Snow flurries and the smell of pine needles. Eggnog and hot apple cider. Gingerbread men and latkes. Stockings and dreidels. Ornaments and menorahs. Trips to see family, and... visits to the customer service department? Oh yes, the holiday season is upon us, and it isn't complete without a customer ...

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...

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...

If you want to make an old-school salesperson flinch, just bring up the idea of data-driven selling in conversation. To sales pros, especially those who started in the game more than 10 years ago, the idea of data driving the sale is sacrilege. It minimizes the sales person's talent, and it suggests...

Your company has a CRM system that employees love and use regularly, and marketing automation tools to help streamline and automate all of your online marketing activities. That's a great start, but did you know that most marketing qualified leads -- more than 94 percent by some estimates -- don't c...

As much as we may wax on about engaging, enchanting and delighting our customers, most of them are not expecting such an experience. In most cases, their purchase is prelude to something else pleasurable, in the case of B2C -- or profitable, in the case of B2B. They want to get what they need and go...

"Perfection is the enemy of completion" is a bastardization of a translation of the first line of a poem by Voltaire. That makes the saying itself sort of an example of what Voltaire was talking about -- but it doesn't make it any less true. In the processes we use to run our businesses and deal wit...

If you live in the English-speaking world, you've been exposed to the stereotype of the snotty Parisian. One of the characteristics of this stereotype is that Parisians refuse to speak English. They know how -- but they won't -- and they turn up their noses at anyone who won't speak French. In my ex...

Successful companies today run largely on data and analytics. The more precisely you can measure the various aspects of your business, the better you can fine-tune its performance. With e-commerce companies especially, everything can be measured, which has provided some amazing opportunities to impr...

Most companies of any size have a CRM application. Every company says it wants to build great relationships with its customers. Almost as many say they want to be "customer-centric." However, as any customer can tell you, the companies that attain these goals are few and far between. What is it that...

The idea of the subscription economy is not new -- at least not to anyone who's familiar with the idea of software as a service -- but it's an idea that can sneak up on businesses. Many in the SaaS space started as more traditional vendors that saw subscriptions as simply a different delivery mechan...