thomas.wieberneit@aheadcrm.co.nz
Is RevOps the New CRM?

Is RevOps the New CRM?

The Lost Strategy: What CRM Was Supposed to Be CRM at its very origin, was a strategy. With the advent of systems that support the execution of this strategy, the term more and more got shifted to describe a system. This shift can get seen in the words of CRM Godfather Paul Greenberg. His pre-2009 definition of CRM was “a philosophy and a business strategy, supported by a system and a technology designed to improve human interaction in a business environment.” This changed to “Customer Relationship Management is a technology and system that sustains sales, marketing and customer service activities. It is designed to capture and interpret customer data, both structured and unstructured, and to sustain the management of the business side of customer related operations. CRM technology automates processes and workflows and helps organize and interpret data to support a company in engaging its customers more effectively” in acceptance of this change (emphasis by me). These days, people often even mean a sales force automation system, when they say “CRM”. In another dimension, the systems themselves more and more turned into systems of record. Implementations often were management-oriented as opposed to team-oriented, which led to increasing dissatisfaction and the creation of new terms and categories like social CRM, system of engagement, customer data platform, customer engagement, customer experience management, and so on. There is much more, but in consequence, CRM lost both, the “C” and the “R”. CRM turned from a strategy into a glorified rolodex and a tool to manage teams, in particular sales teams, instead of helping organizations and teams to manage and improve the customer...
Beyond the Call Center: Unifying CX, One Definition at a Time (Finally!)

Beyond the Call Center: Unifying CX, One Definition at a Time (Finally!)

Beginning of September 2025, the CRM Magazine published its 2025 CRM Industry Leader Awards on Destination CRM. This year, the awards nominate five outstanding companies across eleven categories. As in recent years, CRM Magazine asked some renowned analysts to chose Industry Leaders for 2025 using a simple question: “If you had to recommend a CRM solution—whether an enterprise suite, contact center infrastructure, or a customer data platform—to a client, what would they choose, and why?” And, of course, the analysts – being analysts – gave their answers. And good answers they are. But this is not the topic of this post.  What is it then? Glad you asked … It is about the term “unified customer experience platform” and the corresponding award category. Looking at the winners and their corresponding descriptions, it turns out that there seems to be a clear dominance of customer service and contact center solutions in this area – with the exception of the honorary mention of Sprinklr, which has its origins in the social media sphere. This dominance suggests that customer experience is somehow made equivalent to customer service. This shows quite some success of the narratives that CCaaS and customer service vendors are telling. This is especially true if very renowned analysts, who are in part thought leaders as well, follow it. Which somewhat irks me. And it reminds me of how the term CRM got more and more appropriated by vendors of sales force automation, SFA, solutions, until CRM almost became synonymous to SFA, which it isn’t. And never was. Again, this is not about the winners. They are great and very...
Does Creatio create a new future for enterprise software?

Does Creatio create a new future for enterprise software?

The news I had the pleasure of spending two days at the Creatio NoCode Days in the Ritz-Carlton in Orlando, together with customers, partners and some fellow analysts to learn about what is new and to generally learn more about Creatio itself. The event itself showed a very vibrant community of customers and partners. On topic, in a nutshell, the event was all about whether and how AI reshapes business software, its creation, deployment, use and the corresponding impact on a business’s ecosystem. Creatio reiterated its four pillars of having AI at the core, AI being actionable, creating unified data through AI and offering a composable architecture, demonstrating this with four core agents, the marketing, sales, service, and studio twins, and how they help users become more efficient. Based on these pillars, Creatio enables customers to have fast turnaround times when implementing necessary changes. This drives a high user adoption and satisfaction plus a low total cost of ownership. It also changes the role of the CIO and, equally crucial, of implementation partners. CIOs morph more into partners and advisors for the business units while implementation partners focus less on the actual implementation but on identifying the value of an implementation, therefore turning more into consultants. There have been a multitude of customers and partners – on and off stage – who shared their experiences. Extreme ones include the functional replacement of a failed CRM implementation in a mere weekend and a seven thousand seat implementation with a 100 per cent user adoption that the company attributes to the flexibility of the system and the users’ ability to (within...
You think you can’t achieve 100% CRM adoption? Try this!

You think you can’t achieve 100% CRM adoption? Try this!

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...
Sweet Transformation: Inside SugarCRM’s New Direction

Sweet Transformation: Inside SugarCRM’s New Direction

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...