Expert Advice

"Customers do not want a relationship with your business, they want the benefits a relationship can offer to them." Mitch Lieberman, managing partner at DRI and an all-around bright thinker, first said this around 2009. He wasn't trying to smash anyone's illusions about the value of CRM. He was tryi...

There are some good reasons to consider platform's primacy in our thinking. Platform makes sense from both vendor and customer perspectives. For vendors, platform rebuilds the walled gardens that were prevalent back when compilers and databases drove things. For customers, platforms and their ecosys...

CRM has gained significant attention and adoption among businesses eager to enhance their processes for building and maintaining customer relationships, thanks to industry visionaries such as Salesforce, Oracle and Microsoft. The central features of CRM include keeping track of customers' informatio...

Technology and social media give businesses new ways to interact with customers, to build stronger and longer-lasting relationships, and to create two-way conversations that lead to better products and happier people at both ends of the conversation. They also allow dumb businesses to expose their i...

The buyer-seller relationship we most often think of is one in which all the responsibility is loaded on the seller. The seller convinces the customer to buy, then provides support and further marketing to keep the customer loyal. Not every selling relationship works this way, however. When both end...

There's always a lot to digest after Salesforce.com's annual bacchanalia, Dreamforce, which drew 135,000 registrants this year. Some of it is about Salesforce's announcements, but a lot more of it is about the implications of those announcements, the people who attend, and what goes on around the sh...

This holiday season, everything from Nerf N-Strike Elite Hail-Fire Blasters to Doc McStuffins dolls and even diamond jewelry will be purchased via mobile devices to a greater extent than ever before. In fact, mobile shopping will surpass the growth of all other channels during the upcoming holiday s...

There's one thing in the post-industrial world that's never affected by economic slowdowns, changes in customer preferences, or technological advances. In fact, production of this commodity seems to pick up when there are disruptions, and each year an increasing quantity is produced, regardless of m...

CRM technology often gets blamed for the failure of customer initiatives -- and sometimes it's deserved. In many cases, though, the technology works exactly as advertised -- as far as technology can work. Still, CRM is a discipline, not a technology -- the technology merely helps business scale up t...

I go to a lot of conferences. Usually they're a combination of customer user group meetings and analyst days, and we all hear more or less detail about product futures, new functions and features, and policy rollouts. If you know how to look at these events, you can see a certain scene repeated: A c...

CRM technology is all about collecting data -- which means it should go hand-in-hand with the trend toward increased use of analytics. Often, though, what is analyzed is not what's important. In CRM, many of the most compelling data are hiding in plain sight, but businesses are looking elsewhere. Th...

One of the phrases CRM vendors love to toss around these days is this saw: "CRM makes every employee a salesperson." I'm sure the VP of sales loves this vision, in which he suddenly is served by a quadrupled or quintupled number of salespeople, many of whom he doesn't have to manage and to whom he d...

Talk to any sales or marketing consultant, and you'll probably get an earful about "sales-marketing misalignment." This chronic conflict between sales and marketing is the single dumbest reason that otherwise worthy businesses struggle. The classic symptoms: Sales spends a lot of time prospecting be...

There's always been a dichotomy between the promise of CRM and the reality of CRM. The promise is something like this: CRM can become the nucleus of your business, unifying sales, marketing and support around a shared set of data about your customers. Not only will it make your relationships with yo...

In examining airplane crashes, investigators often discover that it's not one thing that causes the disaster. It's a chain of interrelated things that go wrong: A mechanical failure or weather event can elicit the wrong reaction from the pilot, which worsens the initial problem and starts a sequence...