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If you want to make an old-school salesperson flinch, just bring up the idea of data-driven selling in conversation. To sales pros, especially those who started in the game more than 10 years ago, the idea of data driving the sale is sacrilege. It minimizes the sales person's talent, and it suggests...

One of the CRM secrets to success is executive buy-in. That typically means the support of a high-level executive for the deployment and use of CRM technology. That executive often is an SVP of sales, or maybe a chief revenue officer or a CMO. The support of multiple executive roles is critical to i...

Why do you go to work each day? Some people may claim it's love of the work. What they do is so rewarding and wonderful that they'd do it for free. "Don't tell my boss!" they joke. Hardy-har. However, even the most fulfilled, self-actualized and altruistic person lives and works in a world where mon...

As much as we may wax on about engaging, enchanting and delighting our customers, most of them are not expecting such an experience. In most cases, their purchase is prelude to something else pleasurable, in the case of B2C -- or profitable, in the case of B2B. They want to get what they need and go...

If you live in the English-speaking world, you've been exposed to the stereotype of the snotty Parisian. One of the characteristics of this stereotype is that Parisians refuse to speak English. They know how -- but they won't -- and they turn up their noses at anyone who won't speak French. In my ex...

Most companies of any size have a CRM application. Every company says it wants to build great relationships with its customers. Almost as many say they want to be "customer-centric." However, as any customer can tell you, the companies that attain these goals are few and far between. What is it that...

The idea of the subscription economy is not new -- at least not to anyone who's familiar with the idea of software as a service -- but it's an idea that can sneak up on businesses. Many in the SaaS space started as more traditional vendors that saw subscriptions as simply a different delivery mechan...

I am a nerd with a goofy hobby -- I build plastic model airplanes. However, that hobby affords me a view of customer relationship issues in an interesting and intimate way. Most of the time, the vendors in this space get things right, realizing theirs is a niche industry and their customers really a...

The concept of social CRM has been around so long now that, if you listen to the pundits, we should stop saying it and just include it as part of CRM. That assumes most companies have fully digested what "social" means and have made plans to use it effectively -- which is assuming a lot. That said, ...

I had an exciting moment while grocery shopping last week. After 10 years of going to the same market and seeing the same checkers, one of them actually pronounced my name right as I was leaving. I know my last name's a bit hard to pronounce, and clerks have spent the better part of the 21st century...

Selling direct is a breeze -- kind of. You control everything -- you choose the salesperson, you provide the training, you establish the payment structure, and you decide on the marketing message used to reach customers, among other things. When you sell through the channel, howevr, things get compl...

Although it's often mistakenly viewed as a technology, CRM is really a discipline -- and it's not a solo discipline, like a martial art or meditation. It's a team discipline, one in which every customer-facing employee can make a contribution. Whether those contributions are positive or negative dep...

Whenever the term "business intelligence" is bandied about, thoughts immediately turn to the customer. BI, it is thought, should allow you to learn things about the customer by correlation, inference and comparison. However, BI is a two-way street. In the course of using CRM -- which becomes the rep...

They say you must walk before you can run. It follows that you should crawl before you walk. In CRM, however, there are a lot of businesses that talk at great length about wanting to run even though they haven't mastered crawling yet. They battle with the same old problems: adoption issues; technolo...

The rise of Internet commerce sounded a death knell for small businesses. Large e-tailers could wield massive buying power, had less overhead than brick-and-mortar stores, and could appeal to customers in new ways. They could collect customer data in the course of doing business, and turn around and...

The era of inbound marketing is upon us, but a great many businesses are fearful of it. Having worked as a magazine editor and a content marketer, I find the conversations very familiar: People who haven't written or who hate to write find many reasons not to, including some that make very little se...

I started writing about service as a magazine editor back in the last century -- well, 1996, if you want to be specific -- but it might as well have been in the days of hula hoops and big fins on Fords. Service practices for telephone companies -- and for all utilities -- were still rudimentary, and...

CRM is sometimes described as the place where all your customer data resides. That's a nice image -- all that helpful data, chilling in its own hangout. That data works for you, though -- if you're just storing it, it isn't helpful. We talk a lot about what we want to do with data: We want to give s...

As tricky as CRM seems, it's nothing compared to managing relationships with indirect channel partners. I often joke that it's CRM to the second power: You must not only manage the CRM tasks you always needed to do to create a relationship with end customers, but also enable partners to sell, servic...

Technology allows businesses to take care of customers in new and different ways. Think of the multiple options we have for customer service with many businesses today: phone, chat, text, email and sometimes social media channels. They all have their own nuances, and they all place specific demands ...