thomas.wieberneit@aheadcrm.co.nz
Clash of Titans – Platform Play

Clash of Titans – Platform Play

A lot has evolved since my Clash of the Titans post that looked into how the big 4.5 (Microsoft, Oracle, Salesforce, SAP, and Adobe) and others are positioning themselves and their platform in the greater CRM arena. First, the commoditization of the business application has accelerated and the vendors’ focus on the underlying platform has increased. CRM, and enterprise software in general, has always been a platform play although this has not always been recognized and sometimes even negated. The obvious reason for it being a platform play is that the creation of positive customer and user experiences need a consistent technical platform. Or else we are ending up in engagements that are fragmented across interactions. This results in inconsistent and poor experiences. So far, so well known. A bit less obvious is the fact that there will be only few dominant platforms. Vendors, who want to become and stay successful on a grand scale need to be one of these few platform providers and attract partners and customers. This is the reason why I consult my customers that one of the very first IT strategy decisions that they need to take is the platform decision. As the article got a little longer this time and as I do not tend to write articles that are as long as dear friend Paull Greenberg’s (maybe I should consider to?) this revisit of the Clash of the Titans will become a two or three piece series, first covering the framework I want to use, the very definition of what I talk of when saying that CRM is a ‘platform play’. The...
Here’s why Nimble is so successful

Here’s why Nimble is so successful

The News In the past few weeks there have been two interesting announcements by Nimble. First, on June 14, 2018 Nimble announced a partnership with Velosio, one of the largest Microsoft Dynamics VARs in North America. Velosio and Nimble entered into a global reseller agreement. As a part of this agreement Velosio’s 200 channel partners can purchase, manage and resell Nimble CRM bundled with Microsoft Office 365. Velosio is the latest prominent name in among the growing number of Microsoft/Nimble partners. One week later, on June 20, 2018 Nimble announced a revamp of its application homepage with the Nimble Today page. This dashboard page gives the user a clear and customizable view of their sales pipeline, calendar appointments, tasks and social signals with relationship insights directly embedded in the widgets. As a start the page offers 6 widgets Deals Events Tasks Highlighted Contacts Signals Stage Funnel that can get freely rearranged. The Today Page is also available for iOS users now and will be available to Android users soon. The Bigger Picture The enterprise CRM market is saturated. There are at least 4 tier one players for every major CRM function that are competing for supremacy. Customer demands have evolved from requiring transactional applications to getting high value solutions that allow the delivery of high-end customer (and user) experience. The market itself has morphed from a suite market to a best-of-breed application market, and now to a platform and ecosystem market. In this market it is important to excel in two, maybe three areas: Platform as a Service (PaaS). The platform itself must support current and future technologies that...
CRMEvolution 2018 – A Good-Bye, a Hello, and some not so random Thoughts

CRMEvolution 2018 – A Good-Bye, a Hello, and some not so random Thoughts

Just back home from CRMEvolution it is time to do a little recap on this year’s instance of the conference. This year the conference was co-chaired by Paul Greenberg and Brent Leary, two of the most accomplished independent analysts and influencers around. And also two great persons! It is with a sad I that we see Paul saying good-bye to chairing the conference after 2018 but then Brent is likely to be a very good successor. It will be interesting to see where he will add his style, connections, and background to the conference. This year, we have seen an Amazon keynote for the first time, which I reckon is one of the first marks Brent set as a chair. CRM Evolution: The Main Themes This year there have been some main themes; none of them really surprising, if one follows the industry: It is all about people, not about technology. And in order to successfully get things done in the coming years people need to ‘unlearn’ a thing or two, in order to become open for solving challenges in the novel ways that are required. This point was already hammered down in Brian Solis’ opening keynote. Iteration (doing the same in a better way) doesn’t cut the mustard anymore. Thriving in future will require more innovation (doing new things) and increasingly disruption (doing new things that make the old ones obsolete). At the same time it is crucial to keep one’s audience in mind. AI, machine learning, and with it chat bots are taking centre stage. Customer as well as user engagement needs to be in real time...
Salesforce Sales Cloud Supercharged – Einstein’s next Move

Salesforce Sales Cloud Supercharged – Einstein’s next Move

The News A few days ago Salesforce announced an update to its sales cloud that features Einstein powered predictions, insights, and productivity. The press release is linked above or alternatively you can read it below, along with some comments of mine. Salesforce is (again) addressing the three main issues that plague CRM implementations since Tom Siebel coined this term. Let me paraphrase them> Salespeople do not find the time to do their job, which is selling. Instead they are spending an inordinate amount of time entering data that supposedly only helps their management controlling them a little more. Sales managers do not have enough visibility into what is going on in their area of responsibility, what their team is doing (and why), whether they are doing the right thing. The same problem, of course, applies to the Head of Sales, just at a bigger scale. Sales operations is charged with creating meaningful reports that tell the one single truth. This they need to do using data that resides somewhere, data that is distributed, instead of some central consolidated place. Data that is essentially not fully trustworthy. Salesforce is doing this using a triple of features: The Salesforce resident AI: Einstein to help sales persons identify the most promising opportunities to work upon The Salesforce Inbox that increases productivity by attributing emails to the right accounts as well as connecting to the calendar Sales Analytics to help salespeople and their management to visualize, interpret, and use the available data   The Press Release Ask any rep what their favorite part of the day is, and chances are that their answers...
CPQ delivered in Customer Experience Fashion

CPQ delivered in Customer Experience Fashion

In all likelihood you know that CPQ stands for Configure, Price, Quote. CPQ software helps mainly B2B companies to more efficiently sell highly configurable products. As the name suggests, the software helps sales people during the three steps of configuring the product, getting and agreeing a price for it, and finally initiating the quotation process. The more variables, or parts, a final product has the more advantage a CPQ tool offers to both, sellers and buyers. It is geared for streamlining and accelerating the sales process while reducing errors. A CPQ system typically ties into CRM- and ERP systems and, apart from being made available to channel partners, is often also exposed through an e-commerce system (have you ever configured your car online?). CPQ currently being a hot topic (and not only since the planned acquisition of CallidusCloud by SAP) there is a good number of companies offering this functionality. But in many scenarios CPQ also needs a CLM. Now I hear you asking: what is CLM? After all there are many possible long terms for this abbreviation. Why does it connect to CPQ? And why does this combination make an appearance in a blog that distinctly focuses on CRM, customer engagement and ultimately an improved customer experience? Starting from the end: CPQ, and by extension CLM, is more and more becoming a link between the front office and the back office and therefore has considerable impact on the customer engagement process, and hence influences the customer experience. So, what is CLM? CLM is an abbreviation for Contract Lifecycle Management. As such it deals with the creation of contracts,...