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When the so-called experts dispense advice about CRM implementations, whether they're first-timers or replacements of old systems, they always include a caveat about the future. You need to solve today's problems with the new system, but you also need a way to "future-proof" your investment so that ...

I like the saying, "Our attitude toward life determines life's attitude toward us." It's a nice quote, although it was uttered by John N. Mitchell, a convicted prevaricator who participated in the Watergate conspiracy and ended up in an Alabama prison as a result. Paraphrase it for business and it m...

As a CRM journalist, I always enjoy talking to integrators (or resellers, or VARS, or partners, or whatever term they choose to describe themselves). It's always an interesting contrast to speaking with vendors. The discussion you have with a vendor is like taking an anatomy course; the discussion y...

What's the ultimate goal of CRM? As much as I and others of my ilk might talk about the positive interactions, good feelings and peer-to-peer relationships that result when CRM is done well, they're just happy means to an end. The end is, and always will be, inflating the bottom line. While a lot of...

My friend Hank retired from the Coast Guard after a 20-year career, and now he's pursuing a second career of service as the executive director for the Alameda Food Bank, another truly worthy career path. During a recent party, we got to talking about work -- me about CRM, him about the food bank. As...

CRM is a business tool. Lke any business tool, its objective is tied to money -- either making more of it through increased sales, or saving it through greater efficiency. Perhaps because CRM is rooted in sales force automation and hard sales, the customer's path through CRM has mirrored the custome...

One of the great conundrums about CRM is the disconnect between its stated intention and what it's usually really used for. Theoretically, CRM is supposed to help businesses build better and longer-lasting relationships with customers. In actuality, it's usually used to simply manage customer data a...

Social CRM has been contemplated and debated, defined and refined, cussed and discussed. These many years of excited conversation about what SCRM could do for businesses and what businesses need to do to make it a reality have created more questions than answers for many companies. That's created an...

I worked on an exercise in messaging for a CRM vendor this week, and it was both entertaining and frustrating at times. It was entertaining to hear smart people offer clever takes on what they do (and, perhaps more colorfully, what their competition does), but it was frustrating to realize that the ...

The idea of taking CRM into the field has been around for a decade -- long enough to lull many people into ignoring it in favor of newer, flashier and more social ideas. But this isn't the time to take your eye off mobile CRM. The technology is about to emerge as a force that will boost adoption, in...

Dreamforce's two-and-a-half hour keynote on Wednesday featured plenty of technology talk, and technology is neat -- don't get me wrong. The art and science of managing customer relationships would be lost without it. But one thing Salesforce CEO Marc Benioff said early on really stuck in my head. He...

As is so sadly the case with many environment-oriented subjects, Green IT was consigned to the back burner at a lot of businesses when the economy began grinding its gears several years ago. The same thing happened to a lesser extent to some potentially game-changing CRM strategies, most notably mob...

Sales has had a rough couple of years. Although customers have been harder to find, the pressure on sales pros to produce has become ever greater. In some U.S. firms, the lowest-performing 40 percent of the sales force is replaced annually. In other businesses, departures or layoffs of sales staff a...

At CRM Evolution, Brian Vellmure, founder of Initium Technology, gave a talk on the future of customer relationships. He peered well into the future, envisioning an era when the Internet anticipates customer needs and delivers advice automatically. That can only happen when companies develop suffici...

By now, most people understand the power and the value of adding a social component to your CRM strategy. Perhaps you're not yet ready to go to full social CRM, but you no doubt recognize that there is a lot of value in engaging with customers in the ways they want to engage. As social media become ...

Whether you're a user or whether you purposely ducked the invitations to join, you've probably discovered that Google+ is all but inescapable as a topic of conversation. Responses run the gamut from rejection to an all-in embrace of Google's new social media platform; users are trying to figure ou...

Whenever I talk about CRM to people who aren't CRM experts, I find the discussion devolving into an examination of the real common denominator in all of this: the human aspects of doing business. The "R" of relationships resonates far more strongly with people than the "M" in management, and for goo...

Although businesses no longer control the conversation with their customers, that conversation has never been more important to pay attention to and to respond to in a coherent and, when possible, personalized way. It's critical to realize that these relationships are a key part of the customer expe...

We get so wound up talking about the value of online communities for social CRM purposes -- for instance, in building loyalty, identifying potential leads, and improving the quality of service our businesses deliver -- that sometimes we forget that they're really scaled-up versions of actual communi...

It's often said that CRM is always a work in progress. Never mind the fact that I'm the one who's often saying it -- it's true, if you're doing it right. You should always be looking for areas where you can coach your people, adjust your processes, and fine-tune your technology. However, thinking ab...