thomas.wieberneit@aheadcrm.co.nz
SugarCRM – A Vendor getting its mojo back?

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...
Salesforce Customer Service Solution becomes Botty

Salesforce Customer Service Solution becomes Botty

The News On June 17, 1019, Salesforce announced an enhancement of its customer service abilities by adding further channels for customer service and adding chatbot capabilities to these channels. This has the goal of offering the ability to create a more seamless service experience by offering engagements on the channels that consumers use. For your easier reference here comes the announcement. Expanding our Digital Customer Service Capabilities with New Channels and Bot Innovations Author: Meredith Flynn-Ripley, VP of Digital Engagement, Service Cloud   Disconnected customer service experiences are still far too common. Almost everyone has had to repeat basic information during routine interactions with companies, or found themselves unable to get answers to fairly simple questions on the channel of their choice. In fact, only 16% of consumers say companies excel at delivering connected experiences. I am happy to report times are changing, for two reasons. First, companies are realizing service can be their main competitive differentiator, and second, today’s empowered and vocal consumers refuse to tolerate bad service. 57% of customers will stop buying from a company not because they don’t like their product, but because a competitor provides better service. Today’s customer demands service on their terms, uses an average of 10 different channels to connect with companies — including messaging, chat, social, email and phone — and expects a personalized and consistent experience across all of them, every single time. Salesforce empowers companies to deliver on these expectations, with a complete customer service platform that powers connected customer experiences across channels from one central console. And today I’m excited to announce new innovations in Service Cloud...
CRM evolution 2019 – A Recap

CRM evolution 2019 – A Recap

CRM evolution 2019 just ended. It has again been a highly interesting two and a half days filled with interesting presentations and discussions. A big thank you go to the organizers and the chairs. It has also been the first time that the venerable Brent Leary chaired it, stepping into the big footprint that Paul Greenberg has left. Unsurprisingly, Brent did very well. Of course, Paul, being Paul, was still there as a speaker with an engaging presentation, concentrating on what he calls the commonwealth of self-interest, on how to be highly successful because of applying an outside-in view. CRM evolution is part of a group event of related conferences that all happen at the same time. This year, in addition to Smart Customer Service and Speechtek, there was a dedicated event focusing on DigitalExperience. This acknowledges how important this topic, that actually touches all the other topics, has become in the past years. It also raises the question again why these four events are marketed as different events. With the possible exception of Speechtek all topics are related enough to be warranted as facets of the same. And they are, in my eyes. I do not know, how the chairs do it, but they continue to attract a number of high caliber speakers, starting off with Jarno Duursma as the main keynoter of day one, followed by a very knowledgeable Barton Goldenberg on day two. While Jarno focused on AI, which is arguably the most exciting topic these days, Barton showcased how to actually get CX profitably done using a community scenario. This breadth explains a good part...
Salesforce adds more Einstein and Quip to the Service Cloud. Is it good for the Experience?

Salesforce adds more Einstein and Quip to the Service Cloud. Is it good for the Experience?

The News Today Salesforce announced the next release of its Service Cloud. It brings together more Einstein AI as part of the Service Cloud and adds Quip to it. This enables more agent empowerment and efficient work. In order to augment the tools with the necessary knowledge and soft skills, Salesforce also just launched Trailblazers for the Future, a program that is targeted towards increasing the soft skills of service managers and service agents. Einstein now is delivering reply suggestions as well as article suggestions to inquiries that the service representative can easily use to reply to questions. At the same time Einstein suggests so called next best actions that are designed to help increase satisfaction and unearth cross- and upsell opportunities. Additionally, Einstein now optimizes case routing leveraging machine-learning processes on the inquiry to find the ideal queue for processing it. Additionally, Salesforce embedded the collaboration tool Quip into the Service Cloud to increase productivity and to increase service agents’ access to knowledge. The press release is here but for your convenience you can read it below. The Press Release Salesforce Empowers Service Agents with Einstein AI and Quip for Service   Service Cloud expands Einstein AI portfolio with new intelligent recommendation and routing capabilities so agents can spend more time where it matters most — building customer relationships and solving complex problems   New Quip for Service boosts agent productivity with incident swarming and cross-team collaboration available directly in the agent console   SAN FRANCISCO—March 19, 2019—Salesforce [NYSE: CRM], the global leader in CRM, today announced new artificial intelligence and productivity solutions that empower customer service agents...
Salesforce, Service, AI and … IoT

Salesforce, Service, AI and … IoT

AI, IoT, and CRM, three acronyms. However, these three belong together and should not be treated or looked at separately. One important reason for this is that companies and organizations can provide significantly better service experiences and, more importantly, results, by combining the capabilities behind these acronyms. Good field service not only gets dispatched smartly but also equipped with the right parts and, ideally, in a proactive manner. This can get delivered by the combination of Field Service, AI, and IoT data. That’s why I found Salesforce’s early December announcement of having added a component “IoT insights” to its Field Service Lightning product quite interesting. As the press release said, this capability enables service agents and representatives to see IoT signals together with other CRM data, so that the triple p of personalized, proactive, even predictive service is possible. After all, Einstein is embedded into Field Service Lightning for quite some time now. Doing so, Salesforce wisely did not implement yet another IoT platform but enabled its system to ingest data from existing IoT platforms, thus sticking to the core competencies of the company. The solution helps in three areas: Enabling of early issue anticipation (rather than detection, which is responsive) and remote diagnosis Providing agents with more relevant information, to speed up issue resolution And automation via rules and workflows. Says Paolo Bergamo, SVP and GM, Salesforce Field Service Lightning: Let me first clarify that we’re not competing with IoT platforms from the likes of AWS IoT or Azure IoT. Our solution extends the value of these platforms – they provide streams of device data that then flow...