SugarCRM – A Vendor getting its mojo back?
Anno Domini 2019 SugarCRM seems to be on its way to getting its mojo back. I remember Sugar as a well renowned brand in the sales force automation arena with roots in the open source community. If memory serves right, the company lost a lot of momentum when switching from a freemium model to a paid model by essentially discontinuing the community edition. Since then I need to admit that the vendor somewhat vanished from my personal radar. This happened around 2014 or 2015. SugarCRM had lost its mojo for me, which is somewhat sad. I knew it existed but it somehow faded away with the exception of news about the intensified partnership with IBM and then the company being acquired by a venture capitalist last year. Is it only me? Not quite. This fading away is also mirrored by Google Trends. On the other hand it is entirely possible that I did not appear on SugarCRM’s analyst relationships radar. Fast forward to today, and SugarCRM consistently rates pretty well in the Gartner Magic Quadrants for sales force automation. The company ranks as a visionary at least since 2017 and is close to the threshold of becoming a leader. The Gartner Group finds it suitable for organizations of all sizes with a focus on mid-sized to large organizations. Forrester research also speaks favourably of the company. Sugar Sell (formerly known as SugarCRM) ranks well on G2Crowd, where it is placed amongst the leaders. SugarCRM also over time belted a few awards. My interest was piqued again by Bob Thompson of CustomerThink who asked me for a comment when he...
The Demo, the 7P of Planning, and Customer Experience
Being a consultant being called into or asked to do a product demo is inevitable. A demo is one of the most powerful tools that product/solution vendors and their partners have in their arsenal to convince prospects. The demo is a key part of the customer journey that the buyer of enterprise software takes. A good experience in this step will establish the trust that is necessary to go any further with a vendor and/or implementation partner. A great demo can make an underdog a winner while a poor demo can make the frontrunner an outright loser. Well, and sometimes the underdog’s killer demo scores them only the second place in a winner-takes-it-all world. I have seen and done that on both sides of the table, given good and bad demos, sat as a customer or trusted adviser, attending bad to great demos. And it is always amazing to see and participate. One thing is for sure: If you get into the make or break position of a competitive demo in a short list, you better remember The 7 P of Planning Proper Prior Planning Prevents Piss Poor Performance. Know thy customer; and know her well. Who is part of the buying center? Who decides? Who influences who? Who has the money? What are their likes and dislikes? What are their interests? What do they want to achieve? What do they expect to see? How can I surprise/wow them? Who is my friend? These are only some of the more important questions that you need to get answers for before the demo. Other ones include answering how important this...
Salesforce goes SMB – again
The News Last week, on July 24, 2019 Salesforce announced adding conversation channels to its Salesforce Essentials offering with the goal of giving small businesses more personalized ways to interact with their customers. As usual, you can read the press release below or directly on the Salesforce web site. In a nutshell, Salesforce adds the ability to have conversations with Facebook Messenger, to get notifications when customers comment to posts and videos on Instagram or Youtube, and native phone support. All this can get set up with the help of simple guided walkthroughs. The overall goals are to speed up the setup and to offer a path for growth. The latter being offered by the fact that Salesforce Essentials is built on the same platform as Salesforce’s enterprise applications and is essentially an entry tier for small businesses. Still, talking to Melissa Meli, Director of Product Marketing for Salesforce Essentials, the emphasis is on easy. Salesforce Adds New Conversation Channels to Salesforce Essentials, Giving Small Businesses Personalized Ways to Interact with Customers With Salesforce Essentials, small businesses can easily adopt the world’s #1 CRM platform— designed to scale and grow with them New social, chat and phone capabilities in Salesforce Essentials empower small businesses to communicate with customers on their preferred channels—and can be deployed in just minutes Customers like G Photography, Mission.org and PepTalkHer rely on Salesforce Essentials to reimagine and grow their business SAN FRANCISCO—JULY 24, 2019—Salesforce [NYSE: CRM], the global leader in CRM, today delivered new conversation channels in Salesforce Essentials, the all-in-one CRM solution built specifically for small businesses. Salesforce Essentials empowers every small...
CRM is 30 and Salespersons still hate it
We are now almost fourty years after the first CRM tools were introduced, initially as helpers for the sales force, but then with an ever increasing scope. We have seen ‘CRM’ systems start as point solutions that morphed into suites – and back to what is called ‘best-of-breed’ to witness the rebirth of the suite. We have seen CRM as a strategy, as a tool. There has been social CRM, and more recently we have seen customer engagement management (CEM), even customer experience management (CXM). Regardless of the name and scope, the goal has always been to help businesses and their representatives on one side and customers on the other side to build lasting and profitable relationships. Amazingly, many users, especially salespersons, still hate CRM. Why? And how can this be overcome? A little history of CRM In the early days we have seen activity management tools, contact management tools, and account management tools, the latter as a kind of shared electronic rolodex. One of the important tools at this time was Goldmine, that successfully combined activity-, account- and contact management for teams, as a first of a kind. Amazingly, founded in 1989, Goldmine is still around. Salespersons used some of these tools and hated the fact that they weren’t integrated. They had to use and live with many different tools, which improved some aspects of their lives – or not. As a consequence we have seen the emergence of sales force automation (SFA) tools that targeted at integrating and streamlining sales processes from lead to order and to establish a common repository of data that could get used...