Expert Advice

I have a lot of fun writing about CRM -- the ideas, the tools and how they're brought together as a coherent strategy. CRM is a foundation on which to build relationships, layer on additional sales and support tools, and create a customer-centric business. But this foundation needs a foundation. Aft...

My childhood birthdays and Christmases had a few eternally repeated phrases associated with them: "Happy Birthday," "Merry Christmas," and "He'll grow into it." The latter one was always perplexing to me. The volume of oversized clothing I received as a kid from aunts, grandparents and family frien...

Last week, after dropping off my Prius at the dealership for routine service -- as I've done regularly since I bought the car in 2007 -- I ambled over to the shuttle stop for a ride home. "Where you headed?" barked the driver, never raising his head from his newspaper. I recognized him -- he'd drive...

Let's face it, even though it's 2012 and the recession technically ended in 2009, we're not out of the woods yet. If anything, this recession has made businesses of all sizes think critically about their processes and optimize their current resources to maximize efficiency. HR processes are no exce...

The way the concept of CRM is defined during the sales process can sow the seeds of its ultimate failure. Because the decision makers are often sales managers rather than actual salespeople, the pitch is usually made that CRM makes it easier for the managers to manage their sales staff. Which is tru...

Companies commonly rely on a myriad of software suppliers, from internal teams that share and re-use code to third-party commercial software suppliers and outsourcing development partners. Companies are increasingly being held accountable by their customers for the quality and security of the comple...

Mobility, intuitive cloud-based tools, iPads, iPhones, and social media have forever transformed the sales ecosystem. Across all industries and sectors, salespeople are no longer chained to a desk or landline, and managers and executives agree that integrated technology makes selling more efficient....

In our careers as consumers, we've all encountered employees from time to time who display a shocking lack of manners, aggressive ignorance of what their company sells, or a toxic attitude that suggests we're seen as an enemy rather than a customer. "How in the world did this person get this job?" w...

For many companies, the role of the PMO seems like an enigma. Sure, everyone knows that PMOs exist to streamline project operations so time and money aren't wasted, but what do they actually do? Failure to answer this question has led many companies to question the value of the PMO in the years afte...

"It takes two to tango." Ronald Reagan said this of the contentious relationship between the United States and the Soviet Union in the final stages of the Cold War. Unfortunately, this also applies to executives and project management offices. At times, it seems they are destined to face off against...

The logistics industry is facing challenges in adopting a sustainable and profitable CRM strategy, and there is inertia when it comes to replacing or augmenting disparate CRM solutions adopted by different business units, like retail, as well as various channels, like phone, Web, email, etc. These ...

Social media is often held up as the wind sock to gauge how fast the winds of change are blowing. When Google+ gained 25 million users in just six weeks, it was used as evidence that people had become willing to shift the channels and methods they used to communicate at the drop of a hat in our new,...

The mainframe application forms the core of the system where the bulk of the order processing takes place. The traditional mainframe UI in, say, SCOBOL (Screen COBOL) is being augmented/replaced through the front-ending applications built in VB, ASP, .Net, etc. The front-end screens fetch the custo...

Ralph Waldo Emerson wrote famously in his essay "Self-Reliance" that "a foolish consistency is the hobgoblin of little minds." These days, many people drop the "foolish" out of the statement and thus completely pervert the saying's meaning, creating a justification to bash the idea of consistency. C...

The logistics industry faces several challenges with the tremendous growth observed in the last two decades. Global manufacturers in industries such as automotive, IT and consumer goods have outsourced supply chain activities such as distribution and warehousing to third parties. The industry has be...