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It's vital to stay ahead of the activists and to act before they force your hand, even if the results will be very similar. Staying ahead means possibly keeping some activists off your board of directors.

Activist investors frequently, but not always, strip a company of its equity, load it with debt, and cast it off, a quivering hulk of a once dynamic company. It's too early to say this fate awaits Salesforce, and it's important to see the process work out because there is some truth in the need for ...

The awards to four tech companies have sequential contract numbers, so the $9 billion bandied in the press really looks like $36 billion.

Zoho Marketing Plus is an attempt to bring things back into focus so that SMBs can do the same things in marketing that larger companies do with more labor. You might call this the second democratization of information.

The ongoing tech real estate boom shows vendors planting their flags in smaller cities where home prices are more affordable, and commuting is less a gladiatorial sport. Studies suggest that much of the higher salaries people command in big cities gets eaten up in housing costs, so moving to smaller...

CRM has become big enough to generate a significant shadow. When an idea like putting customers in the center of our universe takes hold, we see ripple effects everywhere in the culture. Nobody wants to be in favor of something else. But other times, CRM gets blowback from new trends. Such is the ca...

Sales managers and their managers have had to make peace with the reality that they might not be able to get reps to use technology. But methodology alone or with technology is a more-or-less lost cause. Fortunately, the technology has improved consistently over the last two decades. Even more fortu...

Surround strategy is the antithesis of rip and replace. Rather than replacement, a business can move parts of its workload from some workhorse system, say ERP, to Zoho -- where things like pre-built reports and Zia, an AI-based digital assistant, can help business users interrogate data stored on th...

Let's start a new meme/hashtag/acronym: Global Information Network, or GIN. I know there's double entendre here, but we're entitled to have a modicum of fun in life, no? I've been writing about the coming of an information utility for a while, but even my visions don't match what we're watching unfo...

There are three levels of abstraction that we can study to derive benefit, and this is abundantly clear in CRM. First there's the object, a material product or service that is the thing we trade money for. Then there's the experience, see where I'm going? Lastly there's the concept.

First, cloud-based CRM democratized business information, then it erased the distance between customers and vendors. Now it is poised to expand into other areas with similar democratizing opportunities. I am speaking about how we work -- at least those of us in the knowledge economy -- but there's a...

It seems the digital disruption is being disrupted. If the original disruption was about leveraging company data to better understand customers and to meet them where they are, the new disruption depends on all that plus supporting worker efforts wherever their lifestyles take them.

Various CRM vendors have been issuing interesting survey results from the pandemic that purport to show the "new normal" in full flower. Salesforce did so recently, and now Oracle is getting into the act. While the data generated from these and many other surveys is interesting, and drives much disc...

The big questions about reopening the global economy and what new moves portend are coming in for analysis. It's not yet clear what the new normal is -- and there are more than a few straws in the wind that suggest that fixing one problem might cause another. This entire discussion before us isn't r...

Newsletters have become popular over the last few years; and especially over the past year during you-know-what when in-person meetings were taboo. Many companies are trying to figure out how to best leverage them, and new software platforms make it increasingly easy to produce one or more. What int...

Certainly, the pandemic has caused some upheavals in American business -- and it's true that the record of progress in economics is littered with creative destruction. But the absolutist prognostications about the future of digital commerce taking over the world made me think "here we go again." Tre...

As we slowly climb out of the Covid anis horribilis, advocates of the new normal (whatever that is) may wish to temper their prognostications about working from home or working from anywhere. While those are good ideas, and the new crop of CRM apps that support such hybrid work lives are genuinely c...

As the CRM solution set continues to grow, it's likely that training systems will be increasingly important. That growth has the effect of converging vendor functionality at roughly the same place, making tertiary product attributes like training systems important differentiators. Taking this into a...

There is budding optimism about the future. COVID-19 cases and deaths are in decline, financial indicators are decent and trending up, and forecasters are predicting a booming economy. This involves a lot of buying and selling at both the business-to-business and business-to-consumer ends of the spe...

If you step back and look at what the tech sector has demonstrated to us through COVID, you can feel impressed. Early in the crisis vendors like Salesforce and Zoho began offering their products for free, or at low cost, to companies and end users suddenly faced with working at home. Oracle, Salesfo...