thomas.wieberneit@aheadcrm.co.nz
How to get CRM for small businesses right

How to get CRM for small businesses right

There is one scary fact in the CRM world. Out of roughly 25 million businesses, only 1 percent has a CRM system. Imagine this! It is a huge waste on one side and a tremendous opportunity on the other side. If vendors find the way into the future of CRM. Nimble seems to have found a way. The CRMKonvos team discussed these and other challenges of CRM systems with Jon Ferrara, founder and CEO of Nimble. We are following his path for quite some time now, how he built Nimble from very small beginnings and always with the thought of enriching an ecosystem with his solution that is formed around simplicity and making life easier not only for the salesreps but for other employees, too. Learn how a philosophy of giving and sharing enables own growth by helping others to grow – from someone who achieved this repeatedly. And yes, Jon also knows why social selling and social CRM are not things anymore – if they have ever been. Jon is a true role model. Learn from him how to scale while being yourself, thinking...
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...
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...
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...
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...