I’m once again in the final stages of implementing and integrating a CRM system, this one being SalesForce. These systems have come a long way over the years and labeling them as CRM [Customer Relationship Management] is about as sensible as calling a car a “Horseless Carriage”.
CRM systems are an outgrowth of SFA [Sales Force Automation] and were largely implemented by companies to help manage their sales-force, revenue pipeline, customer contacts, and to some extent their sales process. No doubt, many companies still use them this way. That’s fine, but doing only that greatly under-utilizes the product’s capabilities and value. Further, companies that just use CRM for those tasks find the product to really not deliver value and generally the sales force using the product find it more of a burden than a help.
A tool like SalesForce is more closely aligned to an ERP system and a Business Process Improvement system than it is to a CRM system. The system is extremely capable of being configured to automate many process tasks operationally within the organization while providing detailed “real time reports” along the way. This can be invaluable to companies interested in improving operations, reducing costs, and creating a much richer experience for their customers along the way.
Multiple Sales Processes - All organizations have multiple Business Processes executing in parallel. This is true for sales processes too. Not only do sales organizations typically have several sales processes that have different sales cycles, they have different process steps. For example, we may have one sales process which has a cycle of one day and is essentially a stock to dock cycle and we can have another cycle that is six months long and requires a total solution sales. Different processes, different metrics, and both can managed using a system like SalesForce.
Many companies view the sales process as a process that is discreet from the rest of the organization. They are not. They begin with Customer Acquisition [Marketing] move through a fulfillment phase, and end with customer service and back office operations such as accounting. Reporting occurs at every step along with work flow and task management.
I will examine several of these processes in my next post, including some automation approaches and using process improvement techniques like DMAIC [Design Manage Analyze Improve Control], to really improve organizational performance.
The first steps are to install the processes as they exist today and then work to improve them one at a time. Really a lot of work but well worth the effort.
I don’t think so, but then I read headlines like this, from the Manila Bulletin in the Philippines, and I wonder if such a boycott does not already exist. (Search Google images under “unholy Microsoft” and this is the first image that you get. From Vishal Sharma.) Pinoy open source firm, MS ink unholy alliance. Unholy, Sparky? Really? The story describes ... [
Matt Asay is not alone in wondering why EMC bought Sourcelabs. Sourcelabs will now be part of a new personal storage unit of EMC called Decho, under former Microsoft executive Harel Kodesh, who has done a blog post heralding his own appointment. What’s the strategy? Will the SASH stack now become the management center of Decho’s online backup service? Will Sourcelabs ... [
Version 3 of the Cfengine is out, and as with Windows 3.0 a generation ago it claims this release fulfills the promise, in this case of a data center that can heal itself. As part of the roll-out we have a commercial affiliate, Cfengine.com, with fireworks on the home page and binaries you can buy. An enterprise edition is promised real ... [
The obvious can make anyone seem like a genius. Back in October I suggested that the Android has to be more than an iPhone, has to be more than a phone actually: What if someone built, say, a flash drive with the Android software that turned your PC into an Android device? Or turned your Linux-based Netbook into one? It took ... [
Security and updates, which are often the same thing. There is no longer any doubt that hackers and malware writers are going after open source projects as they once went after Windows. Vulnerabilities are being found, discovered, created, exchanged. The best protection against vulnerabilities is to keep software updated, but most open source lacks update services. That’s one part of the ... [
In writing about the open source rollup yesterday I added the gaming market almost as an afterthought. The problem has always been that the graphics drivers needed for really high-end gaming just were not available through open source. Yesterday AMD tore down that wall. Thanks to some determined AMD engineers the company was able to release open source Linux code for ... [
As a business reporter for 30 years I have made a detailed study of rollups. They come in all types: The buy-out rollup, as in Bernie Ebbers’ MCI. They started as a tiny long distance operator in Mississippi, LDDS, then bought everyone else out and sought monopoly profits. The organic rollup, as in WalMart (right) or any big box retailer you ... [
Hard times make for hard choices. The loss of control implied by cloud computing, which may have been inconceivable in 2008, may become much more appealing in 2009. (My son took this picture on a hiking trip in the Smokies this summer. So credit John F. Blankenhorn.) The Yankee Group sent over an e-mail recently predicting this will take the form ... [
Back in January I wrote that HTML 5 would prove one of the big stories of 2008. You agreed and made it the 6th most popular post at this blog for 2008. Maybe we were both wrong. As I write this in December HTML 5 seems no closer to implementation than it was in January. This is not an overt criticism ... [
Just two months after a court, in re Bilski, demanded strict scrutiny of software patent claims, a small Michigan outfit has issued a direct challenge to the new standard. Cygnus Systems, a 20-year old Midwest networking outfit, claims a March patent approval gives it control over all thumbnails used as icons on networks, and has filed suit against everyone. Well, not ... [
One of the big journalistic trends of 2008 was to call every new Internet paradigm open source. Blogging was open source journalism. Social networks were open source crowdsourcing. This was both a compliment and a warning. Even journalists who wouldn’t know a Linux penguin from a Disney one (above) were giving open source its props. But as with e a decade ... [
Entrepreneur Dave Rosenberg has a Christmas wish for you. (This is the first cat my wife and I owned. Mouse over to get the name for this Cat of Christmas past.) Dave wants to make everyone pay for open source in 2009. Money is the fuel that keeps things going. Entrepreneurs are in business to make money. It is reasonable for ... [
If you haven’t heard this already it bears repeating. (Picture from the University of Rochester.) Internet bandwidth is essential infrastructure. Like freeway lanes, like sea and airports, the quality and price of your Internet bandwidth determines how much it costs to do intellectual business with you. Open source and open spectrum are incompatible with monopoly gatekeepers. They create unnecessary economic friction. ... [
As I noted earlier in this review of 2008 one of the best ways to get traffic and talkbacks among open source readers is to say the magic word. Microsoft. But as our 11th and 12th most popular posts of the year demonstrate the real key to success lies in casting Microsoft as the villain. It’s also best if you’re specific, ... [
Stanford law professor Larry Lessig, father of the Creative Commons license and author of the classic Code is Law, has a modest proposal to help open source and open spectrum make progress in the Obama Administration. Abolish the FCC. Newsweek’s headline writers call it a “reboot” but Lessig is clear. You can’t fix DNA. You have to bury it. President Obama ... [
One point I must constantly make to PR folks and others is that there is a big difference between writing a blog and writing news stories or a column. News stories must be double-checked and just state what happened. Columns must stand alone, like a sermon or a jewel. Blog posts are the start of a discussion. You are not a ... [


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