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Friday - January 8, 2016
The Taxpayer Advocate Service has released its annual report to Congress. Among other things, it warns that a five-year plan to revamp IRS operations may result in a substantial reduction in telephone and face-to-face interactions with taxpayers. "TAS has been left with the distinct impression that the IRS's ultimate goal is to get out of the business of talking with taxpayers," the report states. [More...]

Wednesday - January 6, 2016
I've been trying to analyze modern rewards programs and customer loyalty recently for a project. It's a complex issue and so it is tricky to tease apart -- nothing like trying to defuse a bomb, but intellectually challenging for sure. At the heart of the issue is a body of research that says rewards, as currently configured, don't work in the ways we want. [More...]

Tuesday - January 5, 2016
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Amazon UK recently introduced a monthly payment plan -- Pay Monthly -- for customers who purchase products it directly sells and ships. The offer doesn't extend to third-party retailers' products on its site. Customers whose order, including shipping and taxes, totals Pounds 400 are eligible for the program. Hitachi Personal Finance will provide and administer the credit and payments. [More...]

Wednesday - December 23, 2015
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My favorite Boston FM radio DJ was Charles Laquidara, who would end his show with the words, "If the creek don't rise, if the good Lord's willing, if there ain't no meltdown, we'll do it all over again tomorrow right here on The Biiiiig Mattress!" It impressed me that even one day out, he'd caveat his prediction of being there tomorrow. Unlike my hero, I will attempt to forecast the year ahead. [More...]

Tuesday - December 22, 2015
crm-marketing-analytics
At this time of the year, there's a clamoring among the business publishing class for predictions. That is partly because prediction stories are considered easy to write, and once they're done the staff can go celebrate the holidays while their publication continues to deliver content. However, having written a lot of prediction stories in the past, I can tell you that they are not easy to write. [More...]

Thursday - December 17, 2015
crm-2016-emotional
Temkin Group on Tuesday predicted 2016 will be the year of emotion. That's one of 11 customer experience trends to watch for in the coming year, managing partner Bruce Temkin wrote in a blog post. "Emotion is the component of customer experience that has the largest impact on loyalty, but it is also the area where companies are least adept and often seemingly ignore," he wrote. [More...]

Wednesday - December 16, 2015
There's always an aphorism about Santa, stockings and year-end funding news, but I am tired of them so I'll let you imagine one. However, the funding news is so good from so many sources that I thought it worthwhile to mention a few items -- there are patterns emerging. First, Salesforce bought MinHash. That's not a funding event proper, but it does provide some modicum of cash to the founders. [More...]

Friday - December 11, 2015
Sage Software on Wednesday announced that it has launched Sage Live on the Salesforce AppExchange marketplace. Sage Live, built on the Salesforce AppCloud, gives small businesses real-time data connecting CRM, accounting and financial data, and can scale with a business. It works with thousands of third-party apps through real-time integrations and APIs so it can be completely customized, the company said. [More...]

Wednesday - December 9, 2015
2015-year-review-business-intelligence-analytics
This year we traded in terminologies going from big data and analytics to digital disruption as the market-moving meme. I am not sure either one hits the spot, but they give me something to write about. Other things happened in 2015 too, but I'm just going to focus here. It seems to me we focus on the symptoms and not the root causes too often in this business. [More...]

Tuesday - December 8, 2015
The end of the year brings out some interesting goodies from various workshops competing with Santa for big kids' attention. Some of it is pretty good stuff. Here's a sampling of the best end-of-year product announcements from the cloud community designed to put you in the post-holiday, already-back-at-work spirit. For starters, cloud sales compensation firm Xactly announced Xactly Inspire. [More...]

Monday - December 7, 2015
The amount of effort spent on talking and thinking about the best ways to connect with customers truly is incredible. The amount of ink spilled -- real and virtual -- the number of conferences held, and the dollars spent on efforts and expertise are vast. The irony is that businesses often start out with a natural ability to behave in a customer-centric way. [More...]

Thursday - December 3, 2015
Microsoft this week released Dynamics CRM 2016 in CRM Online and on-premises versions. Built-in intelligence is a key feature of the package, which is available in 130 markets and 144 languages. It leverages the Cortana Analytics Suite's advanced analytics and machine learning capabilities. Intelligence "is important because it's an idea that's current," observed analyst Denis Pombriant. [More...]

Wednesday - December 2, 2015
Lost somewhere in the pile that is a current research project is an article on customer loyalty that says that more than half of customers who recently exhibited loyal behavior toward a vendor said they'd switch to another vendor in an instant. The question prompting this answer is whether these customers would switch for a better deal. It was a trick question trying to determine loyalty. [More...]

Tuesday - December 1, 2015
Despite all the talk about the customer journey, the increasing use of CRM, the omnichannel approach, and the seamless customer experience, stores still don't have technology down pat for the holiday rush, according to the "2015 Connected Shoppers Report" Salesforce released last month. In-store shoppers want associates to know their purchase history, but only 10 percent believe this will happen. [More...]

Monday - November 23, 2015
The term "customer experience" flows from the lips of business people so smoothly these days. It's very clearly the business jargon du jour; its importance has been trending upward for the last decade, and according to Gartner, by 2018 more than half of all businesses will implement significant business model changes in their efforts to improve customer experience. [More...]

Friday - November 20, 2015
Here's a bold proclamation: Internally-developed IT software is a decelerator to business. When the need is specialized and you have a fully staffed IT team, there's a natural temptation to put everyone to work on a custom development project. For today's companies, however, this is often the slowest and most expensive path to the market, and it isn't necessary. [More...]

Thursday - November 19, 2015
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Salesforce shares rose to an all-time high Thursday, after the company reported better-than-expected Q3 revenue and raised earnings estimates for 2016. Salesforce reported earnings of 21 cents a share and a revenue increase of 24 percent to $1.71 billion, compared with a year ago. The company is on pace to become the fourth largest enterprise software company in the world. [More...]

Wednesday - November 18, 2015
Maybe you've already considered this, but it just popped into my head the other day as I was thinking once again about customer experience -- or CX, as some people shorten it. I've often said that customers experience moments of truth and that the experience should be focused on the things they care most about and that the business actually can do something about. [More...]

Tuesday - November 17, 2015
Hootsuite on Tuesday announced an integration with Microsoft Dynamics CRM, Microsoft SharePoint and Microsoft Yammer. The collaboration will let enterprises use social content in meaningful ways for social marketing, social selling, social customer support, and internal collaboration, noted Kevin Zellmer, Hootsuite's vice president of corporate and business development. [More...]

Monday - November 16, 2015
About a year ago, I conducted a survey that led to my company's first-ever Sales & Marketing Sentiment Study. The idea was to get inside the heads of people in sales and marketing and reveal their feelings about the way they worked, the technology they used, and about each other. We split the results into sales and marketing responses and compared them. [More...]

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