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Perfection is elusive, if not impossible to achieve. Businesses are made up of people, and people are imperfect. They make mistakes -- mistakes involving internal operations and mistakes that affect customers. How many have planned for those inevitable instances when people prove fallible? Not many....

I've worked as a journalist covering CRM, and I've worked with vendors trying to explain and educate potential customers about CRM. In both roles, I've seen one troubling trend that very few vendors seem able to buck. That trend is this: Most CRM vendors suck at CRM. I know -- if anyone should get C...

Pretty much all CRM deployments need some degree of customization, the exceptions being those rare situations where businesses have very simple needs. Customizations can be as simple as the modification of a field to accommodate a local convention for addresses, or as complex as the addition of work...

Although the acronym "CRM" has been around for a long time, most people have no idea what it means. That's kind of a shame, because they brush up against the effects of CRM every day in their interactions with the businesses that market to them and those they patronize. As a result, when I say I wri...

So you have your CRM application in place and humming, collecting information about customers and potential customers and organizing it -- but how are you using it? Most companies pour it back into sales, marketing and support to keep feeding those machines, which is the way you realize the value fr...

If you're a dedicated skeptic like I am, you probably know the way a psychic's cold read works. Start by asking a broad question that fits almost anyone -- like, "Have you lost someone you love?" Allow the mark to fill in the blanks, and then ask further leading questions based on information fed to...

I was talking to a friend of mine whose company had a rough first quarter. As is often the case, both sales and marketing came under scrutiny; several salespeople were let go, and marketing is now under a microscope. In trying to perform a post-mortem on the problems, we struck upon the issue of sal...

Back in the old days -- like around 2003 -- the rate of what was termed "CRM failure" was unacceptably high. You often heard it bandied about that 70 percent of implementations were failures. That was an estimate -- companies were not coming forward to confess their CRM disasters, so building a scie...

It's hard to overstate the impact that the arrival of Software as a Service had on the CRM world. Spearheaded by Salesforce.com and picked up by almost every other vendor in the CRM space, SaaS made CRM available to virtually every business, and has paved the way for the continued health of the CRM ...

Social media and its close relative, social CRM, allow you to connect with customers in new and meaningful ways, on a greater scale and at a greater velocity than ever before. When it's done right, that is. When it's done wrong, like anything in this era of increasingly automated communication, you...

The jargon of an industry is a good indicator of where the mindset of that industry is at any particular moment. Think of terms like "the cloud," which are set upon by marketers and subverted to their ends until the meaning has been wrung from them. For many in IT, the cloud is a place that solves m...

The devil is in the details, the saying goes. When it comes to B2B selling, the dollars are also in the details. That's something I learned many years ago while writing about the reseller channel. Back in 2000, the Internet caused significant disruptions of traditional reseller relationships, becaus...

We all know about the idea of total cost of ownership and the concept of return on investment. Both have their place in business evaluations of CRM. There's another measurement, however, that should be considered -- one I like to call "time to value." The T2V test is simple: From the time you begin ...

For the better part of six years, we pundits have been urging businesses to get social. Social CRM even has its own Gartner Magic Quadrant, and while the entries in that document are all over the map in terms of what they do, vendors serving aspects of SCRM are well established. Gartner itself said ...

As a journalist covering technology, you get bombarded with material from PR people trying to get you to write about their clients. Although there are some stellar PR people, the majority of pitches I get are not targeted at what I write about, addressed to the wrong person, or make claims that are ...

I had a call today from someone at a company that made a technology that helped inside sales people target the exact right prospects from a list of leads. She said she was using this technology to make the call, and assured me that this technology could make a big difference to the inside sales orga...

"People buy your story." Hearing that said from the stage at DemandCon 2011 by Forrester's Jeff Ernst made my withered writer's heart grow two sizes (to paraphrase Dr. Seuss). Covering the technology industry has made me an unwilling witness to a range of crimes against language, ranging from tortur...

With less than a month to go before pitchers and catchers report to baseball spring training, I'm increasingly thinking of the national pastime -- and specifically, about Moneyball, the Michael Lewis book adapted into film two years ago. For those unfamiliar with the story, it's the tale of how Oa...

By now, common sense, the business media and practical experience have taught the lessons of multi-channel engagement for service. Businesses have come to realize that they need to provide service in whatever way their customers wish to receive it, whether it's through the phone, via chat or text, o...

One of the tricky parts of developing a social CRM strategy is that it requires left-brain and right-brain thinking. The left brain, where more logical and procedural thinking takes place, is comparable to how "traditional" CRM operates, organizing and distributing data based on predetermined proces...