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CRM Health Check
August 18, 2017
As an industry, CRM continues to grow and shower benefits on its users. It's hard to imagine that some businesses still don't use some form of CRM, but recent data suggests there are still businesses buying their first CRM solutions or changing vendors. It's a compilation of data from all over, with some credible inputs from a number of sources, so it's worth taking a look.
Hootsuite Adds New Social Selling Tool
June 21, 2017
Hootsuite on Monday launched Amplify for Selling, a mobile-first solution that helps sales teams succeed on social by generating leads and fostering revenue-driving relationships. The new tool is an extension of Hootsuite's Amplify employee advocacy product, which is focused on the business-to-business market. Amplify for Selling integrates with Salesforce and Microsoft Dynamics CRM.
LinkedIn Burnishes Sales Navigator for the Enterprise
March 23, 2017
LinkedIn on Tuesday launched an enterprise edition of its Sales Navigator product, with strengthened links to CRM. LinkedIn Enterprise Edition lets users send 50 emails on LinkedIn a month; adds Single Sign-On and other management features; and introduces TeamLink Extend, a tool that pools the networks of all the Sales Navigator users in an enterprise.
McDonald's Puts Mobile Ordering to the Test
March 16, 2017
McDonald's has begun testing new mobile ordering and payment functionality at 29 of its restaurants in California. It will expand the pilot to another 51 restaurants in Washington on March 20. The company will run multiple pilots to gather customer feedback, work out any issues that arise, and streamline integration with its IT systems before rolling out its updated mobile app more broadly.
WhatsApp Field-Trials Business Chat
March 14, 2017
WhatsApp reportedly has been conducting tests of a business chat system with a number of companies that are part of the Y Combinator startup incubator. The API gives companies a direct line of communication with WhatsApp users. WhatsApp CEO Jan Koum last year said the company would seek to monetize the free chat service by providing businesses with direct access to consumers.
Social Marketing Grows Up
February 23, 2017
Before there was experimental data to support various contentions, it made perfect sense to believe that the likes and endorsements posted to friends on social media would drive more business. After all, didn't we all subscribe to the idea that a disgruntled customer would tell many more people about a brand's shortcomings than a happy customer would sing its praises?
Quip Adds Serious Muscle
February 9, 2017
Salesforce has announced new integrations for Quip, the collaboration startup it acquired last summer for $582 million. Quip, which operates independently, also added new capabilities to its product's existing feature set, which includes smart notifications, chat built into every document and spreadsheet, and a smart inbox. Quip lets users direct-message group members.
Calling Facebook Customer Service? Beware of Fraudsters
February 2, 2017
Googling for a Facebook customer support phone number may connect users with fraudsters. A fraudulent number reportedly appeared not only as top result in a Google search, but also as a featured snippet -- that is, highlighted in a box at the top of the search results. An investigator who called the number, posing as a Facebook customer who had been locked out of his account.
Top CRM Blogs of 2016: Countdown, Part 2
January 24, 2017
There's something to be said for consistency. Baseball Hall-of-Famer Tony Gwynn hit over .300 19 years in a row. The swallows have returned to Mission San Juan Capistrano every year since 1812. Richard Belzer played Detective John Munch in nine different television series over 23 years. Doing things well for a long time should earn you some attention for your efforts.
Clarabridge Delivers Retail Banking Package
January 17, 2017
Clarabridge, which offers SaaS and on-premises software products designed to help companies improve their customer experience management, on Tuesday announced a full-service solution for retail banking. Clarabridge's solutions use sentiment and text analytics to enable automatic collection, categorization and reporting on structured and unstructured data.
Eagle Creek CRM Director Sandeep Kadam: What Today's Customers Want
January 10, 2017
Twenty years ago, CRM "was more of an inside-out technology," recalled Sandeep Kadam, director of CRM at Eagle Creek Software Services. "It was about making sales calls more efficient, and giving salespeople all the tools they needed so they could achieve their numbers. From there it has become more of an outside-in technology, where the customer is impacting how CRM is going to evolve."
Customer Service Takes a Turn
January 4, 2017
It's widely understood that new customer service channels such as social, email, knowledge bases and the like have left the service agent with harder problems to solve. Those channels are here to stay, because when they work well, they solve problems for pennies. It can cost many dollars to resolve an issue through the efforts of conventional agents. So there's a decided bias for self-service.
Engagio CEO Jon Miller: How to Land a Whale
January 3, 2017
"Traditional demand-based, lead-based marketing is like fishing with a net," said Engagio CEO Jon Miller. "You run campaigns and marketing programs, and stuff comes out the other end. What the account-based world is all about is that you have a list of names, but you don't wait around to see if those big fish swim into your net. Instead, you go fishing with spears."
Salesforce Releases Texting Customer Service Chatbot
December 14, 2016
Salesforce has released LiveMessage, a chatbot that lets enterprises users engage customers through messaging apps such as Facebook Messenger, SMS or MMS directly within its Service Cloud. Service agents can respond to customers on Facebook Messenger after accessing their records, for example, and the conversation automatically is appended and can be resumed later if necessary.
LinkedIn Begins New Chapter Under Microsoft's Wing
December 13, 2016
Microsoft last week closed its $26 billion acquisition of LinkedIn. LinkedIn will remain a separate company and Jeff Weiner will continue as its CEO, but he now reports to Microsoft CEO Satya Nadella. Integration of the companies' products is under way. Among many other things, a user's LinkedIn identity and network will be made available in Microsoft Outlook and the Office suite.
Fact-Checking Social Content
December 1, 2016
There's an argument that it's not Facebook's job to fact-check the growing flood of fake news coming at us through its portal. After all, Facebook is just a set of pipes delivering something and is not responsible for the content. Nebulous others have that responsibility. However, Facebook is in the business of delivering content to a wide variety of people for a multitude of reasons.
Harlequin Romances Customers
September 6, 2016
I recently read a user story about how Harlequin -- a publisher of romance novels -- keeps its customers loyal. It has embraced several ideas that work really well, including emphasizing a consciousness of customer loyalty, keeping things simple, and focusing on personalizing relationships and engagement. Consciousness is relatively easy, but someone high on the org chart has to promote it.
Salesforce Gets a Grip on Quip
August 2, 2016
Salesforce has agreed to acquire Quip, Quip CEO Bret Taylor and Head of Product Kevin Gibbs announced Monday. Quip lets users manage live documents throughout the collaboration process. The deal is worth about $582 million, according to a Salesforce filing with the U.S. Securities and Exchange Commission. Quip provides a chat feature that's built into every document and spreadsheet.
Xactly CEO Christopher Cabrera: Understanding CRM's Boundaries
July 27, 2016
It's important to recognize that "CRM is growing up," said Xactly CEO Christopher Cabrera. "It's becoming more useful to the CRM user, who is predominantly the sales rep or whoever is managing the customer relationship. The sales performance management, or SPM, space is on a collision course with CRM, because what CRM doesn't do is allow the reps that are using it to make sense of it all ... ."
LinkedIn Spiffs Up Sales Navigator
July 22, 2016
LinkedIn this week announced three updates to Sales Navigator. One is deeper integration with Salesforce CRM data, allowing leads and accounts to be imported into Sales Navigator automatically. More than 20 LinkedIn customers already are using this feature. The second is direct integration of Sales Navigator with Gmail. The third is a new recommendation tab on the Sales Navigator mobile apps.
Zendesk SVP Matt Price: CRM's Super-Exciting Road Ahead
July 12, 2016
The most important trends in CRM right now are "the rise of the millennials, the rise of the promoter economy, and the rise of the conscious consumer," said Matt Price, Zendesk's SVP of emerging businesses. "The 'R' in CRM is relationship, and all of these things impact how we develop relationships with our customers. We're moving beyond a series of transactions to relationships."
Salesforce VP Lynne Zaledonis: Intelligence Is the Next Generation of CRM
June 28, 2016
Salesforce VP Lynne Zaledonis drives product marketing and sales enablement for Sales Cloud. In order to succeed in the age of the customer, companies need to understand that the new cloud, mobile and social world we find ourselves in "has produced trillions of pieces of customer data, and it's totally changed how we engage with our customers, and how they engage with us," Zaledonis said.
Social's Turning Point
June 24, 2016
Microsoft's acquisition of LinkedIn for more than $26 billion has created quite a stir -- at least in my world. The deal can boast a number of superlatives: the largest sale of a consumer Internet company in history; the largest sale of an enterprise software/cloud company in history; the third-largest sale of a technology company since 2001; and the largest Microsoft acquisition ever.
The Microsoft-LinkedIn CRM Connection
June 14, 2016
With its $26 billion purchase of LinkedIn, Microsoft may be setting itself up to tackle Salesforce head-on for CRM dominance. The purchase also might help Microsoft compete more aggressively with other major CRM providers, such as SAP and Oracle. The LinkedIn purchase "is key to our bold ambition to reinvent productivity and business processes," CEO Satya Nadella told Microsoft employees.
Microsoft Dynamics Rides the IoT Wave
May 25, 2016
Microsoft on Monday made its Dynamics CRM Spring 2016 Wave generally available to customers. The application focuses heavily on machine learning and the Internet of Things. It offers field service and project service automation capabilities, as well as four preconfigured Web portal solutions for customers. The portal solutions can be used on any desktop, tablet or mobile device, Microsoft said.
A Future Without Work?
March 17, 2016
Periodically, a blatantly silly idea gains currency, spreading throughout society, and it has one of two effects: Either it scares the heck out of people, or they become enraptured with its seeming plausibility. Last week, The New York Times published a piece set as a dialog between two economics writers, titled, "A Future Without Jobs?" I thought it fell into the silly category.
IDC Offers Insurance Companies New CRM Vision
March 16, 2016
IDC Health Insights on Monday outlined best practices for customer engagement strategies to help health insurance companies adopt a semiretail approach to interacting with members or patients. Health insurers need an integrated customer engagement strategy enabling automated interactions, shared communications, and appropriate transaction and information transparency, IDC said.
Generation Customer: Defined by Attitude, Not Age
March 7, 2016
I hate the idea of chopping our population into generations: the Greatest Generation, the baby boomers, Generation X, Generation Y, millennials and so on. The assumption is that everyone born during an arbitrarily selected time period shares certain traits. It also results in people projecting ideas -- often romantic ones -- onto huge groups of people.
Apple Geniuses Flock to Twitter
March 4, 2016
Apple on Thursday launched a Twitter channel to field support questions from users of its products, as well as to offer them tricks and tips. By Friday, the @AppleSupport account had 134,000 followers and had sent more than 3,000 tweets. Some of the tweets came from customers whose tech issues had been resolved. "I'm 99% sure my #iphone6s was just fixed from the cloud," Kate Cleveland wrote.
Twitter Puts Some Eggs in Customer Service Basket
February 22, 2016
Twitter last week announced two tools designed to help businesses improve their customer service capabilities. One product would allow users to move from sending companies tweets to using Direct Messages, according to product manager Ian Cairns. Companies will be able to embed on their sites a Direct Messages link that would allow customers to send information directly.
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