by twieberneit | Apr 4, 2025 | Blog, Case Study, Sponsored |
During ZohoDay2025 I had the pleasure of having a conversation with Udit Pahwa, CIO of Blue Star Ltd. Blue Star is a nearly 80-year-old company, based in India, which is a leader in cooling solutions for both the residential and commercial market. The company offers a variety of cooling products, including deep freezers, air conditioners, and chillers. Solutions are provided through direct sales, channel sales, or a combination of both. Blue Star went through a series of five CRM proof of concepts, evaluations and implementation attempts with limited success before settling on Zoho CRM. Blue Star certainly has been a “burnt child” at that time. The main reason for Blue Star deciding for going with Zoho CRM is that Blue Star did not want to go for what Pahwa calls a canned solution. Zoho offered the willingness and ability to co-create a solution that is tailored to Blue Star’s needs. “They’re ready to tailor it for us. That was a big advantage” he says. Before embarking into this sixth implementation, Blue Star performed what Pahwa calls an introspection to find out why there was no adoption but, in fact, resistance. He says that “what we came to know is any CRM for a sales guy is looked upon as moral policing”. This is not terribly uncommon and can be addressed. Blue Star chose to work with a comprehensive set of three levers to drive adoption. Here you can watch the full conversation with Udit Pahwa, The company started with executive sponsorship and a top-down approach in a division that had what Pahwa calls a “visionary leader who was also...
by twieberneit | Jan 31, 2025 | Analysis, Blog |
Fresh from the 2025 SugarCRM Analyst Summit, waiting for my plane home, it is time to sort my thoughts. From Monday, 1/27 evening to Wednesday 1/29 in the morning we had some time jam packed with information and good conversations with SugarCRM execs, customers, and in between analysts. The main summit started with a bang, namely the announcement that industry icon Bob Stutz joins the SugarCRM board of directors, which is something that few of us, if any, had foreseen. This is exciting news. With David Roberts, who succeeded Craig Charlton in September 2024, SugarCRM itself has a new CEO with a long time CRM pedigree. As with every leadership change, this promises some change. Every new CEO evaluates what they see vs. where they want their company to go and then, together with the team, establishes and executes a plan to get there. Usually, this involves some change in the structure of the executive leadership team, too. This is what happened and happens with SugarCRM. The company had and has a strong leadership team, with new faces like Paul Farrell (joined in March 2024), Jason Glass, and soon a new Chief Customer Officer – although with Christian Wettre or Chris Pennington some other strong players left for various reasons. As I have written in the past, the company has a great yet varied history and, more importantly, potential due to great software. What SugarCRM to some extent is missing is a distinguishable identity. In a market that is as crowded as the CRM/CX market, differentiation is of crucial importance. As I have said and written before, SugarCRM’s messaging...
by twieberneit | Jan 25, 2025 | Blog |
Cloud Wars’ Bob Evans recently did an excellent and very interesting interview with SAP CEO Christian Klein about SAP’s priorities, which include integrating generative AI with SAP Business AI “to address complex business challenges an drive holistic transformation by optimizing processes like quote to cash”. Klein repeatedly referred to end-to-end (E2E) and SAP’s great library of E2E processes that gives the essence of or at least a standardized framework for the value streams within a business. Not surprisingly, and correctly so, Klein also repeatedly emphasized the value of AI and, in particular, generative AI, to create customer value. This happens via Joule’s ability to orchestrate different agents across the value chain, i.e., different E2E processes. Joule is SAP’s Ai assistant. He also emphasized on the value of the suite and on the importance to “in the core business” not run with “agents of 100s of different tech companies”. This is where “the suite is winning”. Evans writes that SAP had “significant growth in applications, outpacing competitors. Klein attributes this to SAP’s suite approach, which provides a comprehensive solution for core business processes. He talks about the importance of integration and extensibility, allowing customers to choose the best solutions for their needs.” This is technically a correct statement. I am fairly sure that SAP will report another outstanding year on January 28, 2025. In the first three quarters of FY 2024 SAP certainly outpaced the cloud business applications competition, including Salesforce. However, there is a caveat to it. This growth is largely attributable to S/4HANA cloud. Don’t get me wrong, doing this is no mean feat. SAP profitably grows while...
by twieberneit | Dec 20, 2024 | Analysis, Blog |
The News On December 17, 2024, Salesforce announced Agentforce 2.0 after introducing Agentforce 1.0 during the company’s Dreamforce event. With it, it repositions Agentforce as a “Digital Labor Platform” that is capable of supplying businesses with an infinite workforce. This way, they shall be able to address internal challenges like labor shortages, fixed capacity, stalled productivity, or burnout. In addition, they increase their ability to work with increasing customer demands like no patience, their wish for personalization and empathy and with a knowledgeable expert, etc. “Agentforce 2.0 is the newest version of Agentforce and the first digital labor platform for enterprises — a complete AI system for augmenting teams with trusted, autonomous AI agents in the flow of work. This new release introduces a new library of pre-built skills and workflow integrations for rapid customization, the ability to deploy AI agents in Slack, and advancements in agentic reasoning and retrieval augmented generation (RAG) – enabling teams to scale their workforce with a custom Agentforce capable of handling complex, multi-step tasks with even more precision and accuracy.” Agentforce 2.0 comes with a library of prebuilt skills, which are jobs that digital agents can perform. These skills do not only cover Salesforce software but also cover partner software and, with the help of Mulesoft, any other system. The agent builder, that is part of Agentforce 2.0 enables the building of new agents/skills using natural language. New agents can be built using the skill library or custom logic. Agentforce 2.0 is live and will get additional capabilities throughout Q1/2025. The Bigger Picture AI has hit an inflection point. We came from rule-based...
by twieberneit | Dec 9, 2024 | Blog |
It is hard to believe but another year just flew by. It was a year that was defined by considerable hope and hype about generative technologies. It also means that another year lies ahead of us, a year that may or may not bring change. It also means that I get asked again for my outlook for CRM, CX and AI, and what are relevant industry trends to observe. As said, last year everything revolved around generative AI and I consequently looked at what’s going to happen on the front of CX and generative AI. Let’s look at how good my glass ball did work before looking at 2025. In summary, I postulated that there will be More success stories (partly right) more sophisticated use cases (partly right, although I didn’t really look at agentic AI) a flurry of more specialized models (yep) more companies starting to look at the ROI of implementations (partly right again, as there is still a lot of experimentation going on) a strong platform play going on (spot on, but this, frankly, wasn’t too hard to postulate) But what will come in 2025? What do some of the big dogs say about gen AI? As a little side note to the adoption and ROI topics, there are two interesting studies, one from the Wharton School and the Forrester Research predictions. The Wharton study basically indicates that 2024 has been a year of experimentation while 2025 will more be a year of adoption and deployment, with rather slowing growth of investment. The study authors suspect that this is a sign that companies are still looking...
