thomas.wieberneit@aheadcrm.co.nz
Why Salesreps hate their CRM – and how to improve this

Why Salesreps hate their CRM – and how to improve this

Many CRM systems are still well in the past. They do not do what their users, especially sales people want them to do. They do not see them as helpful. Why not? What can be done to improve the situation? The CRMKonvos team discusses with Denis Pombriant of Beagle Research. Why do salespersons rather clean the bathroom than use their CRM? Do you know why a CRM system cannot be “sexy”? You will not be surprised to learn that technology is only one aspect in this picture. It’s not just the bathroom. A study that was conducted by Beagle Research found a long list of things salespeople would rather do than work with their CRM systems. For instance, waiting in line at the motor vehicles office, having a fight with your significant other, going to the dentist — you get the idea–are all ahead of CRM. The question is why? And Denis simple answer is that all the other things are finite and have an endpoint but CRM seems to be forever or at least more long term. That says a lot. Still, people are reluctant to discuss this and it’s no one’s fault, certainly it’s not the fault of the software, the software vendor or incompetence about the purchase process. What this nets out to is that the majority of CRM in use today was designed for another time, for different business processes that have been superseded by the Covid era but that started even before Covid. Digressing slightly, the same phenomenon could be seen about ten or more years ago. Back then businesses were trying to get...
Digitization, Digitalization, Digital Transformation – A Stake in the Ground

Digitization, Digitalization, Digital Transformation – A Stake in the Ground

Since about February or March of Anno Domini 2020 we regularly hear about how the Covid crisis is driving “digital transformation”. You now might ask yourself why I put this term into quotes. Bear with me for a minute, it’ll be explained … For sure, this crisis is forcing many a company into enabling its employees to work remotely. It also forced some companies to at least temporarily close physical doors as supply chains and/or delivery of products and services are severely inhibited or even broken. We also see a lot of companies implement interesting hybrid strategies that bring what we thought of being decidedly offline experiences into the online world. A good example for this trend are wineries that lost an important lead generation and sales channel with their temporary inability to host wine tastings in their cellars. Till now the opinion was that nothing can beat the experience of being down there in a wine cellar, surrounded by barrels of ageing wine, musty air, like-minded people and a connoisseur that explains the wines, their provenance and their characteristics. Still, some of them have transformed the experience they deliver during wine tastings into a combination of offline and online experience. Wine gets selected by the customers, an appointment for the tasting is made, and the wine is wrapped into some nice packaging, along with some information, and sent to the customer. The tasting itself then is supported by platforms such as Virtual Wine Tasting, Tasting Room, or Cheerswithme. The experience might not be the same as at the winery, and it shouldn’t. Instead, it offers something that a...
How to improve collaboration with Fastcall CTI

How to improve collaboration with Fastcall CTI

Since February or March of Anno Domini 2020, the Corona pandemic is making the headlines and is driving digital transformation, or at least the digitalization of businesses. For sure, this crisis has forced and is continuing to force many a company into enabling its employees to work remotely. This has accelerated an already ongoing fundamental change of the way people work. It has also had an impact on work culture. People can no more just drop by a colleague to ask a question, but need to pick up a phone. Meetings do not happen in the meeting room around the corner anymore but by utilizing technology – virtual meeting rooms – voice and video. Salespeople can no more travel to their customers for face-to-face meetings. Instead they were forced to adopt and master virtual meetings, something they didn’t believe they could possibly do in 2019. It seemed far too alien. Many of us have learned that this change is rather an opportunity than a threat. We needed to, and did adapt, on a business- and a personal level. In doing so, we realized that many things that we thought of “will never work” actually work quite well. This adaption happened and happens in three distinct steps. We first used any available technology, just to keep the lights on. Then we started to put processes around them to become more effective and now we are looking at improving efficiencies. These efficiencies, that we look for, will be achieved by the harmonization and reduction of the number of the used tools and their deep integration into each other and essential business...
How to add more Punk to CX

How to add more Punk to CX

With our guest Adrian Swinscoe the CRMKonvos team walked the line between Punk and CX, discuss what they have in common. Adrian is the author of Punk CX, a book that he is not ashamed to admit was conceived after having a drink or two. Punk is a reaction to the attempt at perfection and an obsession towards technical skill that are a hallmark of Prog Rock. Prog Rock simply appeared overblown. Punk, in contrast, is not about perfection. Instead it is about doing, getting started, with corners and edges. In this sense, Adrian is a punk of CX, and his book is absolutely readable, with quite some food for thought. It is DiY style, just as punk is. But how does this apply to CX? Find out punk style. Watch this great CRMKonvos episode. Of course, we didn’t just stick to this but also looked into what are similarities and differences between CX in the US and Europe, and so much more, including the future and microphone...
Salesforce, Slack, Facebook, Kustomer – the big epiphany

Salesforce, Slack, Facebook, Kustomer – the big epiphany

In the last few days two really interesting acquisitions caught my eye. The obvious one that hardly could be missed, is Slack being acquired by Salesforce for a whopping $27.7 bn, which, to put it into perspective, is $2.2 bn more than Salesforce forecasts as its revenue for the upcoming fiscal year. The other interesting acquisition is social network behemoth Facebook plucking up Kustomer, a five-year-old company with origins in customer service. What is interesting about Kustomer is that the company promotes managing customer service from the customer (hence the name) angle and not coming from the ticket as the main entity. Kustomer has since positioned itself more into the CRM area, but still with a focus on service “CRM for customer service” and also implemented an AI to help with routing and the end-to-end handling of (simple) cases by chat bots. Digging a little further, one can find that Snapchat also recently acquired voca.ai, another tech company that specializes in serving natural, human-like conversations. Salesforce acquires Slack I have already covered the acquisition of Slack by Salesforce, and so have many other analysts. Thinking a little longer about it, yes, Slack gives Salesforce capabilities that so far only Microsoft can offer, albeit the balance of Salesforce’s productivity suite (acquired with Quip) is no match for Microsoft Office. Using both, MS Teams and Slack, I think that, with all its deficiencies, MS Teams has functional advantages over Slack. And it comes as part of MS 365 (formerly known as MS Office). On the other hand, Slack as part of Salesforce is giving Salesforce customers that are not yet committed...
This is the way of SugarCRM – a CRMKonvo

This is the way of SugarCRM – a CRMKonvo

In this conversation we had the pleasure of talking to Clint Oram, chief strategy officer and one of the founders of SugarCRM. We discussed 2021 trends to find out which ones Cllint does see and, of course, which path SugarCRM is following on its trajectory to becoming a platform player and participating in the #ClashOfTitans. This couldn’t be covered without discussing the reasons for SugarCRM leaving the initially highly successful path of using Open Source Software (hint: there have been very good reasons) and what it entails to become – and stay – successful. Clint related a very valuable personal story here to make his point: It is not only about having the right idea. There is so much more to it – but watch it in the CRMKonvo.  It being the season, we also asked him about which trends he sees and what customers are asking for. Good answers here. The worst word of the year? “New normal”. Well, I cannot but agree here … although … something has changed, hasn’t it? Enjoy this awesome CRMKonvo....
CX, communications platforms and what’s great next year

CX, communications platforms and what’s great next year

This time, we welcomed Michael Fauscette in our virtual, distributed studio. With him we discussed what will become 2021 trends, looked at his views on the best and worst buzzwords on the market, the role of CDPs and rather communications platforms and what an actually usable AI could be. Michael is a renowned analyst and author, with more than 20 years of experience in and around the CRM industry. He is the Chief Research Officer at G2, an analyst firm that bases that serves companies small to enterprise and that is unique in a sense that its analyses are based on customer feedback. Given that, our discussion of course touched his upcoming book (which sounds like it will be very readable) and the role of analysts — whether they are serving their purpose well and what could be improved. Us being all about CX, the meaning of CX cannot be forgotten. Did you always want to know what a business communications platform is and never dared to ask? Well, Michael has a good answer for you. And then there is photography. As usual – it is a conversation and might lead different directions. Did it? You find out!...
SugarCRM picks up speed, takes on the market

SugarCRM picks up speed, takes on the market

A bit more than one year ago I asked whether SugarCRM is getting its mojo back after the company shed its open source roots in 2014 and got acquired by Accel-KKR in August 2018. End of July 2019 the company published its renewed vision under CEO Craig Charlton. The vision is “to create a world where companies cultivate customers for life by anticipating and fulfilling needs before customers realize they have them”. It revolves around the three topics Intelligent Customer Experience platform and the underlying ‘time-aware’ data modelNo-Touch Information Management with the idea of enabling users to spend less time entering and searching for data in favor of spending more time with their customersContinuous Cloud Innovation to provide a modern and future proof cloud-based software platform Since then quite some things happened to implement this vision. In addition, SugarCRM held a four-hour virtual analyst summit on November 16, 2020. The Analyst Summit The summit itself was fully live, i.e. without any pre-canned parts, and executed using Zoom, including the break-outs into 1:1’s and small group sessions. At least one of the SugarCRM execs also took advantage of the polling feature during his session. The choice of this format made the event both, not so “cineastic” (the new mot-du-jour for virtual events) and very authentic. I need to say that I prefer authentic over cineastic. The sessions covered the status quo, the overall strategy, a customer testimonial and, of course, future plans of the various products, as usual under NDA, so I will not dive into details here. During all sessions I perceived a genuine interest in feedback for the...
The Value of Focus in A Platform World

The Value of Focus in A Platform World

Smaller enterprise software vendors today operate in a world where their fortunes may rise and fall on their ability to integrate with one or more cloud computing platforms. In many cases, having a connector or API for multiple platforms is a great means to survive and thrive. But it’s not the only way. Versatility has always been one of the watch words of cloud computing. The ease of adding and updating functions, or of moving to a new platform entirely, created an incentive for vendors to embrace that versatility. The CEO or CFO who is looking out for their company’s future would thus rarely be faulted for trusting vendors whose products work on as many platforms as possible. The CTO, on the other hand, might not share that view. While that role has to allow for future moves their company might make, they are also the person who is most responsible for choosing the best tools for the job and making sure they keep working. For the CTO, a vendor’s ability to serve across multiple platforms is far less relevant than the quality, usability, and robustness of their product for the platform being used right now. Disclosure: The inspiration for this article comes from working with FastCall (www.fastcall.com), a business communications system vendor that works exclusively with Salesforce. FastCall is my client; the words and thoughts presented here are my own.  Is This A Game? Think of it this way: Let’s say you have a Playstation gaming console. Does it matter if your favorite game is also available for XBox, Nintendo Switch, and PC? You can only use one...
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...