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A funny thing happened to open source CRM over the last few years: It stopped being all about open source and started being about delivering CRM -- at least, for some vendors. That shift makes sense. Customers of CRM products want applications that meet their business needs, not their desire to have...

Customer service is being touted as a lot of things these days -- "the new marketing," "the new CRM," even "the new sales." That's all well and good, but many customers just wish customer service could be "the new, actually functional customer service." The situation isn't abysmal everywhere; there ...

This year, the CRM Evolution event was true to its name. The organization of the show reflected the way thinking about CRM has changed over the years, with a breakdown into three tracks: CRM, Social CRM and Deployment Strategies. Really, the tracks parallel the state of CRM for its users -- or rathe...

CRM is a complex thing. It involves understanding your customers and your own business -- two difficult things to fully grasp under any circumstances -- and then using technology to convert that understanding into a positive impact on your business. Customers, and to a lesser extent your business, a...

Every business needs to understand its audience in order to put together a social strategy that makes sense. A one-size-fits-all template fits no one in the social era. Still, there are some things that you don't do. You don't use social data to creep out your customers, for instance, by revealing t...

If you've ever implemented a CRM application or trained to use one, you've undoubtedly noticed that there are an awful lot of features that you never touch. Some just aren't useful for your circumstances or for your particular vertical industry segment; some are overkill; some are just attempts by y...

The facts about today's customers are well established: They know more about your business than ever before, they're talking to their peers and to the wider public about you, they want to be communicated with through the channels of their choosing, and they desire to have a more partner-like relatio...

CRM and marketing systems are all geared toward getting people to buy. After all, the whole point of investing in these tools is to increase top-line revenue. At least, that's the argument we make to our bosses when we seek to implement them. Those tools are getting better all the time, and one area...

The last two years have been rough for many sales and marketing departments: Head counts have been cut, goals have increased, and the emergence of technology has boosted expectations. Those are recent issues, but the issue that persists is that sales and marketing are still too often working at cros...

Building better relationships with customers is an ideal that's not limited to any one market, community, industry or even country. The basics are the same, for the most part; they involves collecting data and applying it where appropriate to drive sales and customer loyalty. Understanding this come...

Business software has long been described as "front office" and "back office," which essentially mirrors the arrangement of real-world processes within most businesses. That arrangement made sense in the past -- what went on within the business was usually shielded from the customer. That dichotomy ...

Adoption is truly the CRM killer. If your employees won't use your CRM system, your investment is an utter waste. However, the way many organizations look at adoption doesn't help matters. All too many adoption failures are attributed to the users -- those darned stubborn employees who can't be both...

By this point, most businesses understand that they exist in a new reality -- the reality that allows customers to communicate with them and with each other in new, faster and in a more pervasive way. Some businesses are actually doing something about it, too -- hence, the emergence of social CRM, s...

CRM is not a technology; it's a discipline that encompasses people, processes and technology. How many times have you heard that truism? How many times have you heard it from a CRM vendor? Many times, I'd imagine -- but internalizing that concept is not as simple as it seems. Practicing a truly comp...

One of the great things about CRM is that it allows you to discover who your best customers are -- and not just who the best ones are on a regular basis, but who are best over time. Knowing this allows you to focus your sales and marketing efforts more precisely and ensure the loyalty of these custo...

When CRM first came into being -- before it was even an acronym -- it was intended as a way to streamline and organize some very basic and essential processes and data. Those underlying features are still there today, and we take them for granted. Once things like contact information, sales historie...

The old cliche is that CRM is supposed to give you a 360-degree view of your customers. I debate that -- I think it gives, at best, a couple of overlapping 270-degree views, and 30 degrees will always be hidden. However, that's all geometric digression. My real point is this: Having a 360-degree vie...

While CRM has always been "social," it's now starting to get "Social" -- in other words, it's starting to tap into the ways customers have seized control of their relationships with the people they buy from through technology, participation and the ability to reach more people -- and more-important ...

Tolstoy wrote, "Happy families are all alike; every unhappy family is unhappy in its own way." CRM failures are very similar -- the ones that work do so for the same reasons, but those that go awry manifest a collection of diverse symptoms. CRM fails for a lot of reasons -- many of them traceable to...

"If you can't measure it, you can't manage it." If you haven't heard that one multiple times, you aren't really in business. It's a truism -- and part of being a truism is that it's true, for the most part. When a new business strategy emerges, it can temporarily topple truisms -- but soon, they're ...