thomas.wieberneit@aheadcrm.co.nz
CRM for SMB. The way it needs to be

CRM for SMB. The way it needs to be

Now this title is not a case of do a rhyme or get bitten but actually summarizes the topic pretty well. The CRMKonvos team had a long and good discussion with John Paterson, CEO of Really Simple Systems about the needs and wants of a CRM for SMBs. Are the requirements that an SMB has really different from the ones that an enterprise has? At the end of the day the original challenges seem to be fairly similar. Especially on the sales side, people avoid the system, just like Denis Pombriant found in a study that we talked about earlier this year in our CRMKonvo about why salesreps hate their CRM. Here a short version that just answers this very question. The parallels in thinking and observations between Denis and John are striking! But then, there are a few differences. Listen to John explaining them. But then this isn’t all. Talking about value of the systems we couldn’t not also talk about the value of AI. Is there any? Where? Spoiler alert: There is, but one needs to know what one is doing. What? The discussion reveals it in the last 15 or so minutes. Enjoy the conversation. We learned a lot. You can,...
The “New Normal” and Data Driven Experiences

The “New Normal” and Data Driven Experiences

As a consequence of an organizational stuff up we had a CRMKonvo that was even better than could be expected in our wildest dreams. Our guests Sheryl Kingstone of 451 Research and Laurie McCabe of the SMB Group have a lot of data and insight to share about data driven experiences and what the digital maturity of companies small and large actually is. Do we talk digital transformation or just digitalization – even only digitization? Will, whatever changes towards digital communication and collaboration stay? Will it change back to what it was? Something in between? Sheryl and Laurie have some very interesting data points and observations on these topics. Two strong and renowned analysts – leading experts in their field – with different company focus and different approaches offer significant insight for us. Great stuff....
Salesforce goes SMB – again

Salesforce goes SMB – again

The News Last week, on July 24, 2019 Salesforce announced adding conversation channels to its Salesforce Essentials offering with the goal of giving small businesses more personalized ways to interact with their customers. As usual, you can read the press release below or directly on the Salesforce web site. In a nutshell, Salesforce adds the ability to have conversations with Facebook Messenger, to get notifications when customers comment to posts and videos on Instagram or Youtube, and native phone support. All this can get set up with the help of simple guided walkthroughs. The overall goals are to speed up the setup and to offer a path for growth. The latter being offered by the fact that Salesforce Essentials is built on the same platform as Salesforce’s enterprise applications and is essentially an entry tier for small businesses. Still, talking to Melissa Meli, Director of Product Marketing for Salesforce Essentials, the emphasis is on easy.   Salesforce Adds New Conversation Channels to Salesforce Essentials, Giving Small Businesses Personalized Ways to Interact with Customers    With Salesforce Essentials, small businesses can easily adopt the world’s #1 CRM platform— designed to scale and grow with them   New social, chat and phone capabilities in Salesforce Essentials empower small businesses to communicate with customers on their preferred channels—and can be deployed in just minutes    Customers like G Photography, Mission.org and PepTalkHer rely on Salesforce Essentials to reimagine and grow their business   SAN FRANCISCO—JULY 24, 2019—Salesforce [NYSE: CRM], the global leader in CRM, today delivered new conversation channels in Salesforce Essentials, the all-in-one CRM solution built specifically for small businesses. Salesforce Essentials empowers every small...
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...