thomas.wieberneit@aheadcrm.co.nz
CRMKonvo – Customer Experience and how to do it right

CRMKonvo – Customer Experience and how to do it right

This episode starred Nicole France. Nicole is VP and Principal Analyst at Constellation Research. She focuses on digital marketing, sales effectiveness and customer experience. We planned to talk with her about platforms and their role in the ecosystem; eventually we got there after talking shop about the larger challenge of enabling and embracing customer experience. How can a customer have an experience? What does it take for companies? Are they properly set up to deliver? What is the role of culture? We covered lots of questions before even going into technology, which is a good thing, as customer experience first of all is about people with technology only being an enabler. Only then questions like: Why have platforms become important (again)? What is necessary to make them a success? Are there winning players? What is the role of a CDP in this, if any? Is there a difference between a suite and a platform, and which (hint: there is)? become important. How to make sense of the buzzword bingo between CDP, personalization, Real Time Interaction Management and Customer Journey Orchestration. There are lots of questions, and even more answers, which depend on which vendor one asks. Also, we asked about her opinions on trends for 2021, how the vendors managed COVID-19 so far and where she saw innovations and “spectacular” things to talk about – with an interesting result. But watch and listen for...
Salesforce in Acquistion Talks with Slack – Good News or not?

Salesforce in Acquistion Talks with Slack – Good News or not?

The News Today various media outlets broke the news that Salesforce is in advanced talks with Slack Technologies about a possible acquisition. The news had two effects: Slack stock went up nearly 40 per cent during trading hours while Salesforce stock loses out by 5 percent, which basically says that Salesforce investors are not so convinced about this acquisition being a good thing, whereas Slack investors clearly are. Slack and Salesforce share an integration, which is listed on appexchange since 2019. There have been speculations on Slack being a good target for Salesforce that date back till August 2016, basically ever since the integration between Salesforce and Slack got announced. The Bigger Picture There are several aspects to this news. Salesforce already has Chatter, a tool that often gets negative feedback. The company also owns Quip, which is essentially a solution for the collaborative creation of documents and spreadsheets. And Salesforce has created work.com, as a solution to increase business resiliency and to improve collaborative work. On a larger scale, and accelerated by the Covid crisis, the need for fast and efficient communication and collaboration of distributed work forces and their customers, using various means of communication is there. Actually, it has been there for quite some time, as the emergence of solutions from Slack to Teams, Zoom, etc. proves. E-mail is still very important, but only a part of this communication, which includes near instant chat, voice and video communications as well as collaborative work on documents – inside and outside an organization. Another part is, that this communication needs to be tied to business processes and enable...
Fastcall drives cooperation of Salesforce users with Intercall and solves Covid challenge

Fastcall drives cooperation of Salesforce users with Intercall and solves Covid challenge

The News Fastcall, a renowned developer of CTI solutions that are exclusively dedicated to Salesforce, recently announced the release of its Intercall solution. Intercall helps teams to communicate and interact internally from within Salesforce. The app allows phone and video communication. Using Intercall, an employee can call coworkers via their Salesforce user profile instead of using a particular phone number, making it unnecessary to know the current location of the coworker or to perform repeat calls due to unavailability. It is a first-of-its-kind Salesforce app and offers video and screen sharing within an integrated Salesforce phone application by leveraging Salesforce and Twilio. Intercall is the latest addition to Fastcall’s suite of applications and is designed to enhance work-from-home productivity for Salesforce users. Phone applications found in the Salesforce AppExchange today, including Fastcall’s namesake application, enable companies to increase productivity by empowering sales and service team members to communicate quickly and effectively with clients and prospects via phone. Intercall allows companies to streamline their internal telephone and video conversations whether within or between departments, therefore complementing Fastcall’s capabilities. Main benefits of Intercall include: Screen sharing and video conferencing in virtual meetings while working within Salesforce instead of an external application. Intercall also creates Salesforce activities for every Intercall call.Replacement of phone directories that are more often than not outdated while enabling a centralized phone directory with data that is already in Salesforce.Calling coworkers via multiple endpoints at the same time with ringing the softphone, mobile phone, and desk phone all at the same time, Intercall prevents wasting time by dialing multiple numbers until you connect to a teammate and the...
CRMKonvo – Freshworks on Platform, CRM and useful AI

CRMKonvo – Freshworks on Platform, CRM and useful AI

Freshworks has is now officially a fresh (sorry, I really couldn’t resist this pun) member of the club of platform players. The company introduced its own flavour of CRM and a platform that they build upon. What is next? Lot’s of ground to cover. A CRKKonvo with Prakash Ramamurthy, Chief Product Officer, Peter Stadlinger, Head of Products CRM and David Krauss, Senior Director Product Marketing at Freshworks. ogether with Marshall Lager, Ralf Korb and Thomas Wieberneit they discuss market perspectives, what the value for customers is and how the innovations that the team has recently introduced fit in there. Prakash, Peter, and David bring a wealth of knowledge to the conversation, including a pretty interesting dive into how to train an AI based upon the idea that the human who is in front of the machine is still one of the most important trainers, due to tacit knowledge and wisdom that cannot be codified. Which also explains the trifecta of priorities that Freshworks follows with its CRM: UI/UX firstAI that actually worksnative customer 360 It is also about value, where we do a short deviation towards pricing and, of course, platform. Enjoy a fascinating discussion with empathic points...
CRMKonvos – Someone who went out excitedly to find Customer Experience

CRMKonvos – Someone who went out excitedly to find Customer Experience

In this episode we welcomed Lars Brodersen, author, publisher, and long time CRM expert. Lars is the author of the customer manifesto, which he wrote as a reaction to a series of pretty unsettling customer experiences, starting from soured milk in his Latte Macchiato followed by an I don’t care attitude of the waitress via a horribly wrong order confirmation by a car rental agency, a new appliance breaking and the repair service being an awful long time away, or the electrician being available only after various attempts and a long awaited for package finally being lost. It is the story of someone who moved out, just to find traumatic experiences. All in all, nothing that we haven’t experienced. Yet, he reacted differently, by writing the customer manifesto, which emphasises on one simple truth: Companies are there to serve the needs of their customers. This is their sole reason of existence. This “earned” Lars a spot in our CRMKonvos, with us talking about this, his books and what CRM is or should be. Listen in to some worthwhile...
Freshworks officially cool now in the club of platform vendors

Freshworks officially cool now in the club of platform vendors

A few days ago, together with a group of fellow analysts, I was invited to attend the 2020 Freshworks analyst days that covered a lot of ground from corporate vision through strategy and of course, some announcements for the Freshworks Refresh 2020 Global Virtual Conference. These announcements came shortly after the company appeared in the fourth Gartner Magic Quadrant for 2020 and after being ranked #16 in the 2020 Forbes Cloud 100 list. All this clearly shows some ambition – and success. As you may be aware by now, these announcements included Neo, the new Freshworks platform and the new Freshworks CRM product. These two topics created the most discussion points between the Freshworks executives and the analysts. Of course, these two announcements were supported by statements on the corporate vision, mission and current standing as well as product vision. Impressive customer testimonials were not missing, too. My Take This I need to divide into three sections, one about the event itself, one about strategy and one about the new products. Let me start with the analyst day itself. The Analyst Day Of course it was a fully virtual event, thanks to Covid-19. The “day” was split into two sessions of four hours each across two days. Each day was closed with a social gathering after the content sessions, where we could talk shop or just banter, having a drink. This was akin t the lobby talk that one has during breaks or after a day full of information. All sessions were live. There haven’t been any canned statements. Questions that were asked via the chat during the various...