thomas.wieberneit@aheadcrm.co.nz
We all want to be recognized

We all want to be recognized

Abraham Lincoln reportedly said “Don’t worry when you are not recognized, but strive to be worthy of recognition.” I am wondering how this applies to the companies we interact with. I would worry if I was not recognizing my customers, and I work to be recognized by them. Recognition is a concept that goes both ways. And as a customer, I worry when I am not recognized, or no longer recognized. Technology has enabled amazing one-to-one marketing for businesses selling to consumers (B2C). But how effective is this marketing in reality? I am always shocked that I can walk into a car dealership and not be recognized. When I am shopping for a car I always point out what I have leased in the past. I am trying to help the car salesman recognize me. Another example might be Nordstrom. You could expect a shopping experience where you only see clothes in your size or even style. “Hey Rich – we know you – here is what we suggest.” Shoppers want to be recognized but it just hasn’t happened yet.Companies selling to business customers (B2B) will find these in many different sizes, from small businesses to the Fortune 500. Very large customers are easy to recognize.There is complexity in selling to the company and its many divisions or departments, but you know they are large and important, because the deals tend to be bigger than deals with SMBs. Ford, General Electric, Starbucks – when selling to a big account the seller certainly recognizes the opportunity and treats the account accordingly by offering solutions to their needs.  Selling to small businesses is...
How to make Salesforce AppExchange meet its potential

How to make Salesforce AppExchange meet its potential

For a few months now I have the pleasure of frequently interacting with Richard Rosen of Fastcall, a company that exclusively focuses on extending Salesforce with CTI software. Rich is a firm advocate of focusing on one ecosystem and to not serving multiple ones. As such he is a friend of Salesforce. Still, he makes some astute critical and important observations about the market place and the customer experience that it offers. He also has some suggestions. Here is what he has to say.  It’s been a few months since I walked into Nordstrom but I do remember the experience. The store is nicely curated with classic brands I recognize and a few emerging brands. Nordstrom keeps their stores fresh and well designed. While our experience has moved more and more online the idea of merchandising has not changed. Amazon on the other hand does a very bad job merchandising fashion. E.g. tThe search “shirts for men” results in “more than 30,000” results. When shopping I may be looking for one or two new shirts. Nordstrom does a great job suggesting a few ideas. I do not want to see or look at “more than 30,000” shirts. Amazon offers a few options to narrow down my search. There is a definite benefit in curation.  How does consumer software deal with curation? There are approximately 2.87 million apps in the Play Store (Android) and 1.96 million in the Apple App Store. The strategy in the consumer app marketplace is “more is more.” They give top lists in many categories. These consumer apps’ Top n lists are not well curated; the...
How to choose the right solution – a Salesforce example

How to choose the right solution – a Salesforce example

In my recent article on how to improve collaboration with Fastcall CTI I summarized a number of requirements that need to be fulfilled by a solution. A good vendor needs to fulfil at least this set of requirements. ·  First and foremost: The software needs to do the job of making life for the employees easier ·  It needs to be embedded into the host software, and not run side by side ·  Ideally, the vendor is specialized on the software stack that your employees use and the software uses the same UI as the host software ·  The software needs to share information and data with the host software and write into the same database ·  The vendor needs to offer good support and regular, frequent updates to the software The article was deliberately abstract and not dealing with any platform, as I wanted to make a general point. The way to do this is to keep it independent of any major (or minor) platform. But what does it mean, specifically, to work with these criteria? Let’s get our hands dirty Imagine that you are a Salesforce customer and are looking for a matching CTI app to extend the footprint of your implementation with the goal of better and more efficient availability. Then Salesforce AppExchange is your first point to start the search, as this is just the kind of use case that it has been built for. Still, there are some pitfalls to observe. Not whatever is on top of the list, is best for you. Salesforce AppExchange ranks and lists by popularity. Popularity is calculated by...
How to improve collaboration with Fastcall CTI

How to improve collaboration with Fastcall CTI

Since February or March of Anno Domini 2020, the Corona pandemic is making the headlines and is driving digital transformation, or at least the digitalization of businesses. For sure, this crisis has forced and is continuing to force many a company into enabling its employees to work remotely. This has accelerated an already ongoing fundamental change of the way people work. It has also had an impact on work culture. People can no more just drop by a colleague to ask a question, but need to pick up a phone. Meetings do not happen in the meeting room around the corner anymore but by utilizing technology – virtual meeting rooms – voice and video. Salespeople can no more travel to their customers for face-to-face meetings. Instead they were forced to adopt and master virtual meetings, something they didn’t believe they could possibly do in 2019. It seemed far too alien. Many of us have learned that this change is rather an opportunity than a threat. We needed to, and did adapt, on a business- and a personal level. In doing so, we realized that many things that we thought of “will never work” actually work quite well. This adaption happened and happens in three distinct steps. We first used any available technology, just to keep the lights on. Then we started to put processes around them to become more effective and now we are looking at improving efficiencies. These efficiencies, that we look for, will be achieved by the harmonization and reduction of the number of the used tools and their deep integration into each other and essential business...
Salesforce, Slack, Facebook, Kustomer – the big epiphany

Salesforce, Slack, Facebook, Kustomer – the big epiphany

In the last few days two really interesting acquisitions caught my eye. The obvious one that hardly could be missed, is Slack being acquired by Salesforce for a whopping $27.7 bn, which, to put it into perspective, is $2.2 bn more than Salesforce forecasts as its revenue for the upcoming fiscal year. The other interesting acquisition is social network behemoth Facebook plucking up Kustomer, a five-year-old company with origins in customer service. What is interesting about Kustomer is that the company promotes managing customer service from the customer (hence the name) angle and not coming from the ticket as the main entity. Kustomer has since positioned itself more into the CRM area, but still with a focus on service “CRM for customer service” and also implemented an AI to help with routing and the end-to-end handling of (simple) cases by chat bots. Digging a little further, one can find that Snapchat also recently acquired voca.ai, another tech company that specializes in serving natural, human-like conversations. Salesforce acquires Slack I have already covered the acquisition of Slack by Salesforce, and so have many other analysts. Thinking a little longer about it, yes, Slack gives Salesforce capabilities that so far only Microsoft can offer, albeit the balance of Salesforce’s productivity suite (acquired with Quip) is no match for Microsoft Office. Using both, MS Teams and Slack, I think that, with all its deficiencies, MS Teams has functional advantages over Slack. And it comes as part of MS 365 (formerly known as MS Office). On the other hand, Slack as part of Salesforce is giving Salesforce customers that are not yet committed...