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The idea of taking CRM into the field has been around for a decade -- long enough to lull many people into ignoring it in favor of newer, flashier and more social ideas. But this isn't the time to take your eye off mobile CRM. The technology is about to emerge as a force that will boost adoption, in...
It has been a wild ride for retailers these past few years. But when we look back, we won't be talking about the economy, the drive for lean inventory, or deep discounting. Rather, we will recognize the fundamental change that occurred was in the shopping process itself. Shoppers are often interac...
I've written several CRM Buyer Guides in the last four years, and the buying process I recommend hasn't really changed much. Unlike people who leap into the technology right at the outset, I always advocate a period of self-assessment for the company -- in other words, a thorough internal examinatio...
It's long been discussed that marketing and sales need to "get along." But the reality is that marketing and sales actually need to work smoothly together along a defined lead management process. The lack of this cooperation costs companies more than wasted leads. It increases sales costs and reduce...
In long-distance navigation -- like in a boat or an airplane -- if you're going to make an error, it's better to make it later than to make it early on. A half-degree mistake can multiply itself into hundreds of miles over the course of a long voyage, but the same error made toward the end of the tr...
SAP is holding Sapphire, its annual user meeting in Orlando, this week. Sapphire is one of the premiere events on the IT tradeshow calendar, along with Microsoft Convergence, Oracle Open World, Sage Insights and Salesforce.com's Dreamforce. These events each draw tens of thousands of people from a...
The past year has seen business process management (BPM) achieve tremendous growth in the enterprise, but there continues to be a good deal of misunderstanding about BPM itself. At its core, BPM is about automating and streamlining manual processes. These processes may represent a diverse range of t...
"What's my motivation?" Sounds like a corny question an overwrought actor might pose to a director on the boards or in front of a camera. But we all have motivations -- and it's smart to understand your own and those of your vendor when it comes to CRM. No one wakes up one morning and decides, "What...
Rash assumption of leadership on the part of product managers creates an environment of uncertainty, and can result in the degradation of work ethic and productivity. Therefore, wise project managers will pay special attention to how they portray themselves and the manner in which they execute the ...
My wife is a recruiter working in high technology. Recruiters are like every other profession: There are some bad ones, a bunch in the middle who are competent, and some who are truly excellent. I may be biased, but I think she falls into the latter category. Here's why I think she's so good: She t...
For the past few years, many companies have taken advantage of Google AdWords and other pay-per-click platforms to generate sales leads. The barriers to entry are low for these services, making PPC advertising a relatively easy and cost-effective lead-generation strategy for smaller businesses. Popu...
You invest in a state of the art CRM platform. You spend months tailoring it to the needs of your organization. Weeks of data mapping and migration tests ensue. You plan, build and deliver rigorous user education. Sales leaders are excited. Salespeople ... don't use it. Or at least, they use it to t...
I'll admit it -- I have a secret life. In addition to being a CRM reporter, I'm also a small businessman. A tiny businessman, in fact; my goofy, niche company grosses about $5,000 a year. We make detail parts for scale model airplanes -- and while you can't get much more niche than that, you also ca...
Marketing has become the new hot spot in CRM. During the recession and even before, there was a great flurry of interest in customer service and related things. Consequently, we have seen a lot of attention being paid to customer experience, and much of the social-media-oriented growth in that per...
Applications delivered as Software as a Service are great. They allow businesses to scale their operations, reduce up-front costs, relieve themselves of tasks like backups and software updates, and speed up deployment of applications. They're simple to implement (in most cases). But, oddly, I think ...