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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...

Before they contact a prospect, smart salespeople check the CRM system to see what the customer record says. That's what CRM is there for, from a sales perspective: to give sales the background information it needs to have the best chance at closing a sale. However, the picture of the prospect paint...

If you want glamour, status and prestige within your company, go out and get new customers. If you want to stay in business, specialize in keeping the ones you have happy and loyal. Customer retention isn't flashy, and it doesn't earn extra pats on the back from executives or big promotions -- which...

Last year, I polled a group of respected CRM resellers to create a list spotlighting "forgotten features" -- tools and settings in CRM that many users overlook, even when they could bring great value to their businesses. Perhaps the most interesting forgotten feature was internal reporting. Most com...

Some things in life are fleeting -- the lifespan on the mayfly, the appearance of a rainbow, the pure white of the first snow of winter. Some things in your CRM system are fleeting too -- namely, the quality of your data. Did you know that every year, somewhere between 25 percent and 40 percent of ...

We all know by now that social media is important for business success. It plays a role in sales, marketing and support. Then there's the idea of social CRM -- on a basic level, the inclusion of social media-generated data in the customer record -- which can help shift the way a business interacts w...

Building a customer relationship -- the kind that lasts a long time -- is a not an easy thing. There are lots of occasions where things can go awry, touch points where signals can get crossed and communications that can unwittingly turn a customer off. In a lot of cases, the proverbial "customer lif...

Perfection is elusive, if not impossible to achieve. Businesses are made up of people, and people are imperfect. They make mistakes -- mistakes involving internal operations and mistakes that affect customers. How many have planned for those inevitable instances when people prove fallible? Not many....

I've worked as a journalist covering CRM, and I've worked with vendors trying to explain and educate potential customers about CRM. In both roles, I've seen one troubling trend that very few vendors seem able to buck. That trend is this: Most CRM vendors suck at CRM. I know -- if anyone should get C...

Pretty much all CRM deployments need some degree of customization, the exceptions being those rare situations where businesses have very simple needs. Customizations can be as simple as the modification of a field to accommodate a local convention for addresses, or as complex as the addition of work...

Although the acronym "CRM" has been around for a long time, most people have no idea what it means. That's kind of a shame, because they brush up against the effects of CRM every day in their interactions with the businesses that market to them and those they patronize. As a result, when I say I wri...

So you have your CRM application in place and humming, collecting information about customers and potential customers and organizing it -- but how are you using it? Most companies pour it back into sales, marketing and support to keep feeding those machines, which is the way you realize the value fr...

If you're a dedicated skeptic like I am, you probably know the way a psychic's cold read works. Start by asking a broad question that fits almost anyone -- like, "Have you lost someone you love?" Allow the mark to fill in the blanks, and then ask further leading questions based on information fed to...

I was talking to a friend of mine whose company had a rough first quarter. As is often the case, both sales and marketing came under scrutiny; several salespeople were let go, and marketing is now under a microscope. In trying to perform a post-mortem on the problems, we struck upon the issue of sal...

Back in the old days -- like around 2003 -- the rate of what was termed "CRM failure" was unacceptably high. You often heard it bandied about that 70 percent of implementations were failures. That was an estimate -- companies were not coming forward to confess their CRM disasters, so building a scie...

The devil is in the details, the saying goes. When it comes to B2B selling, the dollars are also in the details. That's something I learned many years ago while writing about the reseller channel. Back in 2000, the Internet caused significant disruptions of traditional reseller relationships, becaus...

I had a call today from someone at a company that made a technology that helped inside sales people target the exact right prospects from a list of leads. She said she was using this technology to make the call, and assured me that this technology could make a big difference to the inside sales orga...

"People buy your story." Hearing that said from the stage at DemandCon 2011 by Forrester's Jeff Ernst made my withered writer's heart grow two sizes (to paraphrase Dr. Seuss). Covering the technology industry has made me an unwilling witness to a range of crimes against language, ranging from tortur...

With less than a month to go before pitchers and catchers report to baseball spring training, I'm increasingly thinking of the national pastime -- and specifically, about Moneyball, the Michael Lewis book adapted into film two years ago. For those unfamiliar with the story, it's the tale of how Oa...

By now, common sense, the business media and practical experience have taught the lessons of multi-channel engagement for service. Businesses have come to realize that they need to provide service in whatever way their customers wish to receive it, whether it's through the phone, via chat or text, o...