aheadCRM

Yesterday the winning but controversial ride share/taxi company  Uber  and the leading travel- and expense management company  Concur  announced an  expansion of their relationship . With their "first-of-its-kind partnership and technology integration" Concur-connected businesses "will gain visibility into [their] Uber usage while increasing traveler productivity and satisfaction". As part of the deal Uber will exclusively (for the moment, I guess) make its business features available to Concur customers available for free. This includes automated employee onboarding, policy controls, savings performance, and trip summary dashboards only available by the combination of  data collected in the systems of the two companies. My Take - a Quadruple Win There are five involved parties. Concur Uber Concur customers Traveling employees It is conceivable that this partnership does good to all of them. On the fifth one - la...

After some investigation into SME CRM  Nimble  and  Freshsales  and travel management software  traform  today is the day of a reflection on customer orientation in one of the industries that managed to become almost indispensable in our lives. Banks. So let me tell you ... A Bank Tale of Mystery and Imagination But not an invented one. This is life in 2016. Imagine the following extremely uncommon scenario: You want a mortgage for a house. Imagine also that you have a fairly good income, so you want to pay down fast. After all interest rates in NZ are still pretty high compared to other developed nations – although they are very low for NZ standards. And remember – one of the basic premises of neoliberalism is that everybody has equal negotiation powers (the Kiwi in me says “Yeah, right” to that one …). What are the variables you have in a mortgage? The total amount, interest rate, pay down period, term of fixing the interest rate, ...

It appears to be demo time for me. After  Jon Ferrara  gave me a deep dive into the leading social sales application  Nimble  and I got a dive into the new travel management solution  Traform  by my old friend Balamurugan Kalia,  Sreelesh Pillai  introduced me to Freshsales , the new social solution by  Freshdesk , a company that got founded in the second half of 2010 only and until now focused their efforts on customer service and support. An interesting twist in Sreelesh’s story is that Freshdesk built Freshsales initially to accommodate their own needs and to deal with the demand caused by their growth. Growing at about 50% over the last year or so, the Freshdesk team realized that the applications (yes, plural, including tier 1 solutions) that they used did not really fit their needs. The Freshsales solution covers simple applications for leads, contacts, accounts, deals (opportunities). Leads and contacts can get imported in...

After a long while I had the pleasure of chatting with  Jon Ferrara  again for some time, covering things CRM and, of course,  Nimble . As you may know Jon is a long time CRM veteran who released his first product named Goldmine back in 1990. Jon is also a very vocal advocate of sales and marketing being first of all “human to human”, something that he claims that most CRM systems are not good at. Consequently, he dubs these systems as “Customer Reporting Systems” as they do not excel at helping salespeople giving a good look at the persons they interact with but are more focused on reporting. Being in the CRM world for a long time myself I cannot really disagree with him about this fact itself; we might have a discussion on what CRM overall is and why it went the (wrong) way it took. Some thoughts on what I think CRM is and how Nimble stands in this, along with some thoughts on how to go ahead with Nimble will come below … Historically CRM systems require a lot of ...

Salesforce  acquires  DemandWare. Lots has been written about the acquisition itself, so I will not comment on the fact itself. Instead I will ponder about implications on Microsoft. After all Microsoft is the remaining of the big CRM players that does not have an ecommerce platform of its own. Oracle acquired ATG in 2010. SAP's engagement in ecommerce culminated in the 2013 acquisition of Hybris, after having Internet Sales Solutions since 1996 or so, keywords for the connoisseurs are ISA or WCEM (and I will not mention any R/3 transaction codes here ... ). That leaves Microsoft. All other players I would position in another league - which doesn't mean that they are bad solutions. With ATG, Hybris, and Demandware the major independent platforms are taken, too; with the exception of Intershop, maybe. That is, if one assumes that IBM doesn't intend to sell off its Websphere. Microsoft pursuing a cloud strategy with their own infras...

Conference at a Glance CRM Evolution 2016 revolved around two main topics customer experience, customer engagement digital transformation As part of these three main topics many speakers were about how to get there, which includes thinking and talking about machine learning, predictive analytics, and, of course, the Internet of Things. The conference, organized by David Myron and chaired by CRM guru Paul Greenberg once more had an impressive lineup of speakers, starting with two highly impressive keynotes, held by Dennis Snow, formerly of Disney on Monday, and Brian Solis from Altimeter Group on Tuesday. As before it was co-located with SpeechTek and Customer Service experience, the latter chaired by Esteban Kolski. This combination guarantees a lot of high caliber attendance and a lot of networking opportunity, something that Paul Greenberg very strongly and actively supports. It is virtually impossible to not network … According to colleague Scott Rogers, although the...