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    May 20, 2008

    His Five-Year Mission

    Just a quick note to all you who watch the people who watch CRM on your behalf -- this month marks five years of insight and advice from Brent Leary, author, radio host, and friend. The commemorative post and ensuing love-fest by big names in the business, can be found on his blog. [Edit -- this isn't actually his blog; it's Small Business Trends. I really should check my work. Brent's blog is here. ] Poke around while you're there, and you will see why this industry needs more guys like Brent.

    May 17, 2008

    Remember me? I used to blog ...

    As usual, I'm apologizing for not being more regular about keeping you folks engaged, so this is a thank-you to all 5 of my fans for not giving up on me. Remember that post I did in March about Microsoft Convergence? Well, I came back from that with flu and bronchitis, so I was pretty much out of action for a month, with my typically limited Internet access. After that, it was a matter of playing catchup to real life, so just getting through that ate up any time I might have devoted to writing for myself (again, with limited Internet).

    All those problems are now fixed. I'm healthy (at least, as healthy as I'm likely to get until I get up off my butt and do some exercise), I'm mostly caught up to work and whatnot, and I have ditched my comically bad ISP for a new one. I could give you my impressions on everything that's happened in CRM world for the past 2 months, but that would be an unreasonable chunk of my time and yours. So I'm starting fresh, with recent events and thoughts, such as they are.

    Sage's annual partner conference was this past week, and I was there along with the rest of the Gang of Four (or Fantastic Four, as Paul seems to prefer). Sage has had its ups and downs in the past couple of years, but it's really starting to get more right than wrong now.

    • The Sage 2010 initiative includes a healthy dose of social media /Web 2.0 that doesn't feel bolted on. Check out their vendor-side blogs, for one, and  then know that they're paying attention to the customer-facing part as well.
    • The company is slowly unifying its market presence, making sense out of the chaos caused by three CRM product lines (well , two and a  jumped-up contact manager that still does most of what most companies want CRM to do) and Mitra knows how many accounting and ERP lines -- and that's just in the U.S.
    • The new CEO, Sue Swenson, seems to really want to reach the customer through the partners, not just reach the partners. This is important enough that it takes precedence over her lack of experience in the industry, being a former telecom big.

    Sue was in something of a no-win situation with this conference. As a CEO who's only been there for 6 weeks, she couldn't sit this one out, but she couldn't have anything weighty to add to the discussion yet, either. She scored some points by being up-front about her lack of time on the job, lack of industry expertise, and by mentioning that she'd mostly been touring Sage sites and getting input from workers at all levels about what could be done better. She also lost some (with me, at least) by not venturing beyond those talking points and maybe energizing the crowd a bit. Again, there was no perfect solution and I think she handled it well.

    Let me also say that sometimes I come off as overly critical of Sage, at least when Joe Bergera's in the same room with me. Joe is EVP and global GM of Sage CRM solutions, and a good guy. Very knowledgeable, as open as somebody with his title can be, and I can't seem to avoid putting my foot in my mouth when interviewing him. Thanks for indulging my shoe-leather addiction, Joe.

    ===============

    On a related note, Salesforce.com is apparently buying up all the  Google AdWords that point to ACT!, Sage's contact manager-cum-CRM application. There's nice fat sponsored link to Salesforce.com with the headline "Grow Beyond ACT." Ouch, on one hand. On the other, SFDC shouldn't be going after ACT so much as it should SageCRM.com and/or SalesLogix. ACT users should already know they have other Sage products at hand when they want to migrate upwards in functionality, so it just feels to me like a cheap shot. Of course, this is why I'm not in advertising -- for all I know, this is a brilliant move.

    February 23, 2008

    Whatchamacallit

    Permit me to indulge in a potential conflict of interest. I found this post the other day talking about how CRM is dying or dead as a buzzword. On the one hand, it probably hurts me to give the post any more publicity than it's already getting since CRM pays my bills—literally, due to my job at the magazine of the same name. On the other hand, the author (Geoffrey James) makes some valid points that I'd like to discuss, and it would be rude not to give credit where it's due. Hence the conflict.

    To begin with, I contest Mr. James' statement that CRM is merely the new name for SFA. The former contains the latter, along with a lot more. I admit that the magazine I work for was born under the name Sales & Field Force Automation, but even then (to the best of my recollection) it included field service as well as sales.

    Mr. James also writes "Today, about half the websites selling some kind of sales technology already avoid the 'CRM' moniker. Instead, they sport a variety of terms like 'Sales 2.0' or 'Sales Enhancement Technology' or 'Sales Productivity Improvement Tools.' That's because they''re sales tools, not CRM. If it's not tied into marketing, customer service, and probably some back-office disciplines as well, it's not doing all of CRM's job.

    Beyond those two disagreements, though, I have to say that the spirit of the article is spot-on. There's a discussion on the CRM 2.0 Wiki about whether the new technologies and approaches being used merit dropping the term CRM (or CEM—customer experience management) in favor of something newer and possibly more descriptive.

    Mr. James writes "Many CRM systems are implemented simply to supply management with data; very few systems actually help sales pros in the day-to-day task of selling. Many sales pros feel as if they’re being asked to be data entry clerks — and give away their contacts, simply to help their managers make fancy reports." This has been and continues to be a huge problem. We have a term for what he describes: failed CRM implementation. Improved reporting is an important part of any CRM project, yes. But if that's the only purpose, the money that went for the software would probably have been better spent on resume paper for all the employees, 'coz the company is in trouble. CRM contains tools to make users more effective at their jobs, and better able to focus on the customer; the more advanced your CRM, the more you are able to support real two-way conversations with them in the manner they prefer. The reporting should be a product of that work, not an added task for salespeople.

    ========

    On a related topic, I found this gem by Seth Godin (yeah, him) about the absurdity of motivating your skilled individuals by way of a department called Human Resources. (Thanks to Chris Carfi for reposting the link, or I'd never have seen it. I owe you a call, man.) The first thing I thought of, naturally, was one of my favorite Dilbert cartoons. I'd link to it, but either they've got that site locked down tighter than Joan Rivers' facial skin, or it's not in the archives. You can find it on p. 103 of Casual Day Has Gone Too Far, dated 9/22/1995. I won't describe it—few things are more lame than trying to explain a comic strip—but believe me when I say it's stuck with me all these years for a reason.

    Taken together, these two discussions show the good and the bad of changing the name of something you already know. I'd also like to add that, at some level, this is missing the forest for the trees. The name of a thing should describe it accurately, but it's so much more important that it actually does what it's supposed to.

    True story (seriously, not the "true story" you say when setting up a joke): One day in 3rd grade, one of my classmates kicked another in the groin. The substitute teacher we had that day didn't see it happen, so I informed her: "Alex just kick Mike in the balls!" Her reaction was to get that flustered, distracted, don't-know-what-to-do look on her face and say, "I really don't think you should say that," while taking a couple of baby steps toward the incident, probably 30 feet away, where the victim (who probably deserved it) was howling and writhing in pain. Precocious little shit that I was, I replied, "Fine. Alex's foot just impacted Michael's testicles. Are you going to do something?" The specific words are secondary to the information conveyed. If you can't cope, sooner or later there's a boot coming for your squishy bits.

    ========

    I'll end with another slight conflict of interest. I try to keep my day job as separate from my blog as possible, given that both tend to hit the same topics. However, my co-workers at Speech Technology have just started a blog for that publication, and it's pretty good so far. I'm adding it to the blogroll, and hoping they keep us amused. Lauren, Ryan, Len—I'm watching you.

    October 18, 2007

    License to Blog

    I'm not the sort to wake up early for anything; even weekend brunch is usually eaten around 2:30 pm. Even so, I was up before the sun two days in a row for a two-day course in social media and CRM 2.0 (of which the former is an indispensible part) with Chris Carfi and Paul Greenberg.

    Paul you should know, assuming you've heard of CRM at the Speed of Light, or have bothered looking at the left column of this page. It was my first time meeting him in person, but he's like an old friend already. Chris is new to me, but he's also a helluva guy, and I'm glad to know him as well--he co-founded Cerado, the company that makes Haystack, a sweet social networking software package for business.

    Together, they ran a group of about 20 people (including journalists, executives, and smart cookies of every stripe) through an everything-you-need-to-know-to-start seminar on blogging, podcasting, and other community bits. Pretty eye-opening stuff—I'd share details, but Chris and Paul get paid for these things. I may write up a few highlights for my magazine job, but that's it. I don't want to sully the certificates we earned for our efforts (the aforementioned license, such as it is).

    I knew a fair amount about social media from the outside, but it took a two-day beating with the clue-by-four to teach me how powerful it could be and pull me in. I'm ashamed that I waited as long as I did to get involved in what's shaping up to be the next phase of Internet community, and of business-customer interaction. Let's just say I'm glad to be a consumer, because our people are really and truly in control now. There's a lot more I could say, but I need to make social media work for me before anybody will care what I have to say about it.

    In the end, what I'm trying to say is "Thanks, Paul and Chris. It was eye-opening." And so I just did.