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CRM for Financial Services, Part 1: Unmet Potential
November 06, 2009
The chastening effect of the recession has many financial services firms taking a cautious view of future CRM investments. One reason is that these firms are husbanding their resources. Another is a growing awareness that investments in CRM by the financial sector have not been all that successful.
Black Swans and Blue Birds
November 04, 2009
I just finished reading The Black Swan, a book that has been on my list since it came out in 2007, and I highly recommend it, though it is not easy reading. There is a great deal of set up before you get to the whole point of the book in the last 50 pages. The Black Swan is about uncertainty in the real world, and the subtitle explains it all: "The Impact of the Highly Improbable."

Social CRM: Size Matters
November 03, 2009
There's no longer any debate about whether social media's going to have a huge impact on CRM. Social media's a little different than the usual emerging business technology, mostly because it didn't begin as a business technology. It started with consumers -- and how they use it varies dramatically.
Meet-Up Month: RightNow, Sage and Microsoft
October 28, 2009
Colorado Springs is an interesting place. Despite the name, there are no "springs" -- it's an arid place in a valley surrounded by the southern Rocky Mountains and Pikes Peak National Park. The springs were an invention of the railroads seeking to establish a destination for vacationers. Good idea; it's a nice place.

PRM: Ready to Break Out
September 28, 2009
Some think of it as just an offshoot of CRM. Others view PRM, or partner relationship management, as interchangeable with sales force automation. The reality is PRM is coming of age in its own right, as manufacturers and technology companies struggle to manage their highly complex -- and constantly shifting -- channel partnerships.
The Shifting Call Center Paradigm
September 16, 2009
What is it about customer service that drove three major CRM companies to make announcements about their service products within days of each other last week? Oracle and Salesforce.com each announced new or completed development of functionality, and RightNow said it bought HiveLive, a social networking solution provider.

CRM in 2009: Personal, Social, Mobile, Adaptable
September 14, 2009
Making sure that every customer gets the personal touch may be fairly easy for the owner of a neighborhood bakery, but in a mass market of millions, making each customer feel like an individual is a formidable challenge. In the information age, tools like customer relationship management software make it possible for companies to apply a personal touch to the mass market -- and that's golden.
Funny, Beautiful Symmetry
September 09, 2009
There is a lot of unspoken information in last week's announcements by Sage and Salesforce.com about their respective contact managers. Each is creating a disruptive innovation that affects the other, and the symmetry of these dual and dueling announcements is frankly beautiful in a funny way.

Main Street Meets the Cloud
August 12, 2009
Late on a summer morning recently I got a call from my wife saying "On Point," a public radio program, was doing a show on about cloud computing. "Isn't that what you write about?" she said. "You should listen or call in." Well, I tried, and all the lines were jammed, but I was able to make a comment on the Web site. It was a funny show in some respects, though short on laughs.
The State of BPM: Poised for Takeoff
August 10, 2009
Nothing like a recession to spur business growth. In the BPM space, the current downturn has presented a major marketing opportunity for software and IT service firms. Sparked by customers seeking to cut costs and by innovations in e-commerce, the BPM market could easily double over the next several years.

Pain and Paradigm Shift
August 05, 2009
Microsoft CEO Steve Ballmer told analysts last week that ultra-thin PCs will be the answer to the growing popularity of netbooks. I doubt that, but I can certainly understand Ballmer's interest in backing the ultra-thins, and this obviously has implications for larger issues like cloud computing. By now, the sides have been clearly marked out in the debate about on-demand vs. on-premise.
Primary Indicators
July 29, 2009
I am hearing from vendors that their on-premise CRM sales in the early part of this year are pretty good. No one has briefed me ahead of their earnings calls, but the results from late last year and Q1 seem to be pretty good. I should probably wait until the numbers for the last quarter come out from the vendors, but I've seen enough to call an obvious trend.

Evolution, Revolution and Punctuated Equilibrium
July 01, 2009
Kudos to all those who participated in, organized or even attended the Enterprise 2.0 conference in drizzly Boston last week. There is a lot to write about. The big ideas that I took away include disruption and evolution, ROI and a need to sharpen our focus. Here are a few thoughts on a very good show.
Outsourcing's No Longer In
June 30, 2009
Companies used to turn to outsourcing during tough financial times. The current global recession, however, has curtailed outsourcing as much as it has other parts of the economy. "Oddly enough, the global recession has hurt outsourcing significantly," said Chad Hahn, principal owner of Hahn Consulting.

Socializing the Revolution
June 24, 2009
Events taking place on the streets of Tehran may have an important effect on how social networking rolls out across the rest of the world, and that includes the CRM world. Last week, the media began carrying stories about a "cyber revolution" that may be happening in the Islamic Republic, but those stories fail to account for the whole story -- the yin and yang of social media.
Of 'Jurassic Park' and All Things 2.0
June 17, 2009
What do these things have in common? Maybe nothing other than that the movie has a sequel and the two-dot-oh suffix is a sequel. Also, the start of blockbuster movie sequel season overlaps with trade shows like Sales 2.0 and Enterprise 2.0. Sales 2.0 was held in Boston a couple of weeks ago, Enterprise 2.0 is coming next week, and I can't wait.

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