Experience on the Edge


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May 2008

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SugarCon 08 Rocks

  • CEO of SugarCRM Speaks to Investors
    This gives you a flavor of what SugarCon 08 was all about. It was like a high tech lovefest. Children of the 60s and the 90s and the millennium would be happy here.

Recommended CRM Readings

  • C. K. Prahalad: The Future of Competition: Co-Creating Unique Value with Customers

    C. K. Prahalad: The Future of Competition: Co-Creating Unique Value with Customers
    This is great stuff on co-creation of value. Take this book, mix it with The Experience Economy, a dash of CRM at the Speed of Light and the future is ours, man!!! (*****)

  • B. Joseph Pine II & James Gilmore: The Experience Economy

    B. Joseph Pine II & James Gilmore: The Experience Economy
    This is a groundbreaker, folks. One that you should be reading right now. Go. Shoo. Go get it now. It is affecting you as you read this, whether or not you know that. Seminal work on what has been a transition to a new type of economy. (*****)

  • Christopher Locke, Doc Searls, David Weinberger, Rick Levine: The Cluetrain Manifesto

    Christopher Locke, Doc Searls, David Weinberger, Rick Levine: The Cluetrain Manifesto
    If this book didn't spend so much time proclaiming its manifesto and explained it a little more, it would be a disruptive innovation unto itself. It is a powerful and often metaphorically lovely book about the new customer a few years before that customer even knew it was what the cluetrain crew train said it was. A great book but strident as hell. This was a more important book than many realize it was. Or is. (****)

  • Naras Eechambadi: High Performance Marketing

    Naras Eechambadi: High Performance Marketing
    If marketing is something you do, then this book is something you read. Not only does this dynamic book look at marketing in a contemporary fashion - with the customer at the center - but it also helps you figure out how to (finally!) measure your activities and results. A genuinely refreshing brace of business thinking in a field that needs it. (*****)

  • Shoshana Zuboff: The Support Economy

    Shoshana Zuboff: The Support Economy
    This is a revolutionary book. I love this book (partially because it validates everything I say :-)) because it recognizes that the "enterprise logic" of managerial capitalism is no longer sufficient to interest a consumer who is trying to control his/her own value. There's so much more.... (*****)

  • James G. Barnes: Secrets of Customer Relationship Management: Its How You Make Them Feel

    James G. Barnes: Secrets of Customer Relationship Management: Its How You Make Them Feel
    This is a you gotta read, read. Jim is a board member of CRMGuru, has won numerous academic honors, is a real world CRM consultant, runs marathons, and can write up a storm. He thinks out of the box and then provides approaches to how you can. This book is undegoing updating but is well worth it as is. Get it. Now. What are you waiting for? Hurry up!! (*****)

  • Jill Dyche: The CRM Handbook

    Jill Dyche: The CRM Handbook
    The ultimate guide to implementation of CRM. This book is about as practical as it gets. Just lays it right out and boom, you should have an idea of what you have to consider when it comes to CRM. (*****)

  • Paul Greenberg: CRM at the Speed of Light

    Paul Greenberg: CRM at the Speed of Light
    This is the best book on CRM EVER written. So I say. And it is written by me and so I pass judgment on myself. (*****)

  • Donna Fluss: The Real-Time Contact Center

    Donna Fluss: The Real-Time Contact Center
    As Donna points out, this is an ironic title. All contact centers are already "real-time." None the less this is both cutting edge and definitive and reading it is a must (*****)

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May 12, 2008

A Company Like Me, Part 1

CRM 1.0 has been a series of processes, technologies, and methodologies organized around the operational tasks that were designed to institutionalize a way of managing customer-company interaction.

CRM 2.0, while incorporating what CRM 1.0 does, also incorporates the personalization of those customer-company interactions and the integration of the customer into the planning, strategies and direction of the company through use of tools, products, services, and experiences so that the customer feels that they are participating in the companies that they choose to do business with.

CRM 1.0 concerned itself with the customer as the object of a satisfactory sale. CRM 2.0 concerns itself with the customer as the subject of a satisfactory experience.

In their own ways, they both attempt to institutionalize practices that allow better customer-company interaction. Their respective visions are driven by the expectations of the social forces in command of the contemporary business ecosystem of its era (we are narrowing this conversation to just business here regardless of the broader social implications). In the CRM 1.0 days that would be the company and the enterprise value chain associated with it. In the CRM 2.0 days a.k.a. right-this-2008-second that would be the very empowered customer and the peer-to-peer social networks associated with it.

But there is one other facet that can't be ignored for CRM 2.0 - and that is that we're not just talking about personalization, but we're talking about humanization.

Humanization? Huh?

What that means is that because the contemporary empowered customer is enmeshed in some way with a network of peers, their expectations are dramatically changed. They are straightforward changes, though. They expect that they can interact with a company the same way that they interact with a friend or a peer who they can trust. That means that they expect a personal relationship to the company, not just to a person in the company, though that may be how the relationship manifests itself a larger number of times. That also means that they expect that the attributes, the characteristics of that deeply personal connection they have to a peer is part of the way that the company interacts with them. That means that trust and transparency have to permeate the company's DNA. That means that the company has to have something distinct about them. That means that the customer is expecting the company to converse with them, not push corporate hype at them. It's why you see contemporary marketing so geared toward buzz and word of mouth and engaging customers in conversation through use of social media like blogs, or engaging internal customers in a valued conversation through a wiki.

Its also why coolness and style are now factors in that conversation between customer and company - because they are intimate parts of the conversation between friends.

This level of humanization is fundamental, but not necessary defining for all companies. While customers have a much more demanding level of expectation, they still simply purchase things in a utilitarian fashion from a plurality of companies they deal with, and they don't have that level of expectation from any particular company that they interact with like that. They treat the company as the (the shoe is on the other foot) object of a purchase. But the state devoutly to be desired by the company is not just the repeat purchaser, though that's certainly good, but the advocate who is going to say, "this company loves me the way I love it." So they have to gear their strategies toward getting that kind of customer (whether B2C or B2B, dammit) and settle for the customer who merely returns to buy.

Why I'm Even Writing This

This is my usual long winded highly conceptual way of talking about something that is important to me. But first a little longer, higher speed wind (take that any way you want). As y'all know, I'm not exactly unopinionated. I tend to be pretty passionate about what I write and I make it REAL clear whether I like what a company is doing or dislike what a company is doing. If I sense injustice, I go after it. If I think a company has done something good, despite my prior dislike of their actions, I say it and I make the necessary turn. I have no gripe against individuals unless they act in a mean spirited way and then I'll go after them. But all in all, I have no particular love or hatred of a company per se - just their actions get me hot - either in a good way or a bad way.

Edelman Trust Index

Some of you may have heard of the Edelman Trust Index - a measure of what kind of characteristics govern whom and how you trust. The most common trusted source for the contemporary soul is "someone like me." I trust those who are most similar to me. That would ideally suit a company that does it right too. Not only has the company provided me with what I need to sculpt my version of a relationship with it, but I actually see that the company's culture is "like me" and that they are able to institutionally reproduce that state - meaning if someone at the company who I've been dealing with who I feel a kinship to, leaves, though I would miss that person and perhaps continue my relationship to them outside the company, I would still not have a diminished relationship with or feeling about that company.

The True Subject: Neighborhood America

All right. All that said, I'm now going to get on with it, because, even with my vendor-agnosticism a constant suit of emotional armor for me and my willingness to judge vendor companies, not by only their culture, but their actions - and to do that both universally and discretely, I have to admit there is one company that has reached that exalted state of piercing my armor - that I actually have that peer-to-peer institutional relationship as well as a number of personal friendships and warm acquaintances. That would be Neighborhood America. But I'm going to make you wait until later this week for the why that company fits this concept, because I REALLY want to post this blog entry and that's gonna take me some time. Consider this part 1.

May 04, 2008

Bits O' Honey Partido Uno

Quotes To Think About (& Use) In 2.0 Land

Word of Mouth Marketing: How Smart Companies Get People Talking

"A 2006 study by the Verde Group showed that people who hear about a bad shopping experience are less likely than the people who actually had the bad experience to ever set foot in the store." -- from "Word of Mouth Marketing", Andy Sernovitz







Citizen Marketers: When People Are the Message

"That's the deal companies make when relying on the help of customers to grow: customers will volunteeer their time and attention, but they will fight for their status and power." -- from "Citizen Marketers: When People Are the Message" - by Ben McConnell & Jackie Huba




Groundswell: Winning in a World Transformed by Social Technologies"In this world of constant feedback, one element of some corporate cultures is definitely going away. Strategies based on deception are doomed to failure." --from "Groundswell" by Charlene Li and Josh Bernoff





The Divine Comedy: Inferno; Purgatorio; Paradiso (Everyman's Library)"...the human mind has no limit of developing, of realizing ever deeply and more adequately universal orders of life" --from "The Philosophy of Literature" by Gustav Mueller (when speaking about Dante Alighieri's "Divine Comedy")





Community: The Structure of Belonging (Bk Business)"Community offers the promise of belonging....To beloong is to act as an investor, owner and creator of this place. To be welcome, even if we are strangers. As if we came to the right place and are affirmed for the choice."--from "Community: The Structure of Belonging" by Peter Block





Okay, everyone, I'm off to Sapphire 2008, SAP's shindig. They expect about 15,000 there. I'll be one of the herd. There as a "business influencer." Great title. One of the herd. I'll be doing Experience on the Edge (my podcast, if you haven't heard from there using my new Apogee Duet so I can get great rather than mediocre road sound quality. This will be episode #16 of the weekly verbal assault. Go listen to it), though it won't be about Sapphire. The Sapphire commentary will be #17 - and it will be impressions and maybe an interview or two. I'll keep you posted. Watch this blog for Sapphire coverage though.....

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May 02, 2008

To Twitter Is Not To Fritter (Though It Can Be.....)

When it comes to Twitter, of ALL the social tools out there, I always here the following from corporate executives who are battling with their customers (sad state of affairs, eh wot?) every day:

I get blogs, and I get podcasts and wikis and we're trying to figure out this social networking 'thing' but I just don't get Twitter. I don't get it. I DON'T get it. I don't GET it. It seems like such a waste of time"

Well, as the following will show. It ain't a waste of time. Been saying that it was only a matter of time until the business uses would be uncovered and they are.

Take a look at this way.

These are brief and few but there are many examples out on the web. Here's an aggregator post on Twitter for business. You'll note, that right now, its small time and its primarily the kind of business done over a drink in a manner of speaking. But the potential is there for a lot more.

Marketing is obviously a key application of Twitter but there are some dangers inherent in it. Too much pushing (as is going on with one unnamed person I'm following) and its like having your conversations constantly interrupted with "OMG! I'm amazing. I'm ON TV BIG TIME! HELP SELL ME! I'M TOO MUCH FOR WORDS - AT LEAST FOR OVER 140 CHARACTERS!!!" ad nauseum. That can be irritating because this is a highly personalized albeit short message communications platform. No one wants the ego of another in the way. Rather than corporate marketing hype, the hype gets personal and interferes.

But if used effectively, as salesforce.com is doing, they become participants in the conversation among friends at the bazaar. Information about events or positive articles are looked upon with curiosity and interest and traffic goes to them through the hyperlink (in the form most of the time of a "tinyurl." Twitter's potential for that is limitless. As a marketing, microblogging tool, customer service tool, networking tool and community participation tool.

Not too shabby for the one that few seem to get.

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April 27, 2008

Aggregating Some Ideas and Products For Aggregating

Further (and new) thoughts on a few items:


  • For CRM 2.0 to be successful, I've been continually making the point that the company has to change its business model from being a provider of goods and/or services to an aggregator of products, services, tools and experiences that allow the customer to personalize the kind of relationship and the experience that they have with the company. What makes this important is the same thing that makes a PC important to someone's life - a means to give someone a sense of control over their own life. Ultimately, that's what we all are looking to have and what makes us advocates of something is that they treat us in a way that gives us the intelligence and knowledge to extend that control over our own life. For example, that's why things like social network aggregators are as important as the social networks in this new world. Take a look at Cerado's Ventana, a creation of Chris Carfi's (he's all OVER this entry isn't he? He's an important social thinker AND doer which is why he is all over this blog). The pix here will give you an idea how it works:

What makes it important is that it is device-aware (can show it on your iphone) and is aggregator of multiple social activities. You can coherently and in a single place either online or on a mobile device, look at your Facebook, LinkedIn, MySpace, Twitter, etc. accounts and see all the joint activity going on and respond accordingly. OR you could do what you see here with the BlogHer Guide to Political Bloggers- here is an aggregation of what is now over 150 women in politics who have blogs and here is a single screen (or conjoint set of screens), mobile or online that you can see all the women who are politically blogging through BlogHer and (note the "News" tab) you can see what's new and what's up with a single click.

There are competitors that I've written about in this field in May 2007 with the leading one being Profilactic. I wrote about them separately. But the model that Ventana has is unique and interesting. Its not just aggregating social networks that are out there - its pretty much aggregating content in the format that you want and that's immensely valuable especially when you can carry it mobilely and without a whole lot of baggage or digital overhead. My interest in this doesn't come because I love Chris Carfi in a manly sort of way. It comes because I think that this is a genuinely interesting and potentially really valuable aggregator for consumers but even more so for businesses. Imagine integrating this with wikis and podcasts and blogs so that you can find out what you need - and intelligently deal with a company that you work for or want to deal with (as an employee or a customer respectively) while staring at your iPhone or your Blackberry in real time or nearly so.

Very cool AND very important. I'll be following this more. I've seen it and it works.

I'm Paul Greenberg and I approve this blog entry.




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April 23, 2008

Kicking It With Social CRM and Media in Plymouth Meeting PA

I've been doing my BPT thing with Chris Carfi, famous in the land of social media & the man who made social customer so popular a concept its almost slang, teaching a two day course on Social Media with only people from David's Bridal. As you may remember - or not - David's Bridal has been my client for six years and has several people who I literally love - and count among my dearest friends. So this is particularly sweet. Because Chris and my partner and bro' Bruce Culbert are also here, I get to teach about something I love to people I love with people I love. Not a bad gig. I DO feel luxurious here. Don't need the Lamborghini (though if you send me one I won't turn it down. Promise.). Got my friends to give me "the feeling."

April 07, 2008

Love This Video----PLEASE?

Neighborhood America, my favorite social networking platform for technological, business and personal reasons (I LOVE the people there - all passionately), did this video on enterprise social networks called: CRM and the Social Customer that highlights some of the comments I (and others, but I'm sufficiently narcissistic to say mostly "moi.") made at their executive summit in January. Watch it. Its actually pretty damned cool.


While you're at it, check out their site and learn something about them. I'm going to be doing a full review of their newest version of their social network platform - the good and the bad - there really is no "ugly" here - next week. In a super nutshell sneak preview, the tagline is that they are a strong contender for best social network platform for the enterprise but they are still missing some features that I know are in their pipeline but need to be released to kick them right to the top - for me. They are still probably the strongest one that's out there at the moment either way. Right now, they rock, but not rule. But when those pipeline features are released - they will rule.

Without a doubt in my mind.

Details next week.

In the meantime, watch this video frequently enough on YouTube to make it viral. Okay?

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March 07, 2008

Politics Online - 15th Annual, 600 Strong, First Class

I'm a political junkie. I admit and I've been politically sober for....ummm....a lot of years. Its important to admit it. I was in politics once and now I'm not but nothing gets the blood rushing to my head (you figure out which one) like political discourse and, with the rapid accession of technology and sudden interest in customer engagement a.k.a. constituent relationship management a.k.a. CRM (thank you, Barack Obama) and the revivification of a 60s-like environment in the U.S. its all good and exciting and I LOVE IT! For awhile now, I've had a spotty (but soon to be official) relationship - far less than I'd like - with the Institute for Politics, Democracy and the Internet (IPDI), a think tank associated with George Washington University. In fact, I like these folks so much that I'm going to be the 2008 Practitioner Fellow for IPDI and I'm proud of that. They are concentrated on the application of web technologies and social constituent strategies to the electorate and I'm proud of being associated with the thinking. Which brings me to what I'm going to be jotting on here: The just finished 2008 Politics Online Conference.

Politics Online 2008 - Tipping Point or Tippling Point

On the balance, day 1 of the conference which was all I was able to attend due to work that I needed to do, was extraordinary with 600 of the most concerned, lively attendees I ever encountered. I have something of a political past and I saw a plethora of the idealist variety of politico - of course mixed in with the usual politic self-aggrandizing type who's in it for the "whatever they are in it for". But this is a younger crowd and IPDI brings that exuberance and social concern out - so that's who predominated. Exciting for an old child of the 60s like me - especially when I saw how they debated the issues that technology brought forth. My expectations on this were sky high and other than the opening plenary session, which I hated, it was amazing. I'll spend some time speaking to why I hated it and then more time telling you about the rest of the conference which more than made up for the "defensive contrarians" on the initial panel that opened the conference. Before I get into it, let me tell you that the work done by the Director of IPDI, Julie Barko Germany (and her staff and partners) was abso-friggin'-lutely spectacular. The level of conversation was something that was balm for the soul and fire for the heart - because it was typically (with some exceptions) about the application of technology for social good in the political realm. These were people who not only thought about the technology as cool but saw it as applicable to solving greater problems in the world - hunger, global warming, etc. They were Republicans, Democrats, representatives of every campaign, federal, state and local offices, party organizations and advocacy groups galore. There were technology vendors, of course, like Blue States Digital who seems to lead in developing state of the art political digital environments - though that is observation, not core analysis (that will come some time soon). But the discussion and buzz around how to utilize social media, CRM and social networks for campaigns, congressional offices, advocacy ad infinitum, was intense and bracing and fascinating and made one (me) want to roar back into action. So, as I listened to the plenary session in the AM, my dismay began to rise as I heard two academic elitists - meaning people who were more interested in defending their quirks and their positions by rising to the level of obnoxious than providing anything of value to the 600 eager listeners in the audience. What was horrible was the arrogance of all but the Google guy (former DNCer Bob Boorstin). I'm not going to give you their names but will call them the USC guy and the "So-Called Futurist." Their fundamental premises were cynical and they treated the audience with disrespect - and had little of value to say. For example, the USC guy bristled over one of the audience saying that 70% of internet traffic was porn and he almost yelled at the guy saying that this was untrue and that a recent USC study proved it was 40% - like that actually mattered. But even more was his assertion that with the rise of ubiquitous computing and the ability to increasingly personalize content delivery, he was afraid of "balkanization" - meaning that you would only receive the opinions and ideological statements and "stuff" that you wanted to hear - and he PROUDLY showed how noble he was with "I listen to Rush Limbaugh every day" - as if he deliberately exposed himself to dangerous toxins each day in the interests of free discourse and contrarian opinion maintenance and purity. While sitting there, I wondered what planet he lived on. Did he ever have sex with another person or go to a conference with 600 people or interact beyond third party communications? If you don't live 100% on the web and can't control all the activity that gets pushed to you AND you in fact, actually meet with other humans out there, then the odds of you never hearing opinions that aren't filtered toward your thinking are about ZERO. We are humans. We interact. We differ by a lot or a little but we differ - all of us. There is NO way his so-called "balkanization" can happen because we live in a society - and we will personalize all we want on the web and still hear contrarian thinking. Way the world works, bunky. The "So-Called-Futurist" was actually more offensive. He not only threw technology terms like WiMax and RFID at IPv6 at the audience without any clear explanation as things that will impact us greatly in the next 18 months but then got into this weird ubergeek discussion about trust, privacy, etc. that led him to say the best way to deal with these issues was by never joining social networks. He was SO proud of this. First, I doubt that the implementation of IPv6 or WiMax will be effectively even near complete within 18 months. For example, Sprint, who was the big pusher of WiMax and planned a 3 billion dollar investment, effectively withdrew that idea and investment sometime in the last few months because they began to see the issues that it brought up. While IPv6 is certainly the way to go, its impact won't be felt for awhile, because at the moment, there is a perception that we have sufficient room in the internet address space to hold on for a bit. He was saying what he was saying because he likes hardware and he likes to show off to audiences. His cynicism was blatant besides. His "I don't join social networks so I don't have to deal with issues" was no different in concept than a recluse who thinks the human species is 'dirty" and the best way to deal with it is to avoid it. Ugh.

But The Best Was Yet To Come - And It Did

Okay, that gets rid of the ONLY blight on this wonderful event. Because the rest of it more than made up for these misogynists. The bulk of the rest of the day was breakout sessions and I attended two and at the same time moderated one of them.

Going to School and Learning Something Important - Two Times In A Single Day

I attended two of the panels in breakout sessions - one on the development of mobile social applications and another on the application of social networking to political campaigns. While both were great, I want concentrate (for space and time reasons - though not the existential variety, the pragmatic - meaning I don't want this to be too long nor do I have much more time write it) on the latter not the former.

Social Networks - Political Campaigns

This panel was run by my friend and colleague, TechPresident blogger and key player at the Center for American Progress Alan Rosenblatt. Also, I might add a truly discerning drinker of single malt scotches. On his panel he had the social web jefes from Ron Paul's campaign, Rudi Guiliani's campaign, John Edwards' campaign, and a guy from Fred Thompson's campaign. As Alan pointed out, Clinton and Obama weren't there because that happened to be the day of the Ohio and Texas primaries so they were kind of tied up. This was packed and fascinating and buzzed the whole time. The discussion was about the application of social networks to campaigns and the lessons learned when it came to failures and successes in how to do them. Justine Lam, Ron Paul's key web strategist, pointed out that he had 84,000 Facebook friends, 106,000 Meetup connections and 109,000 MySpace friends and that level of connection was one of the key reasons that he was able to raise the kinds of funds he did - $20 million in the fourth quarter of 2007 for a campaign that couldn't win. She made the point that actually only Richardson and Obama built their own social networks (though I'm not sure that's the case) but they found that $1 million quotes to build one were too high so that they did more of a reach out and work with existing social networks. Many of Paul's supporters were already on the web - marginalized (her term, not mine) programmers and others who were Libertarians or anti-war Democrats or youth for whom "freedom" resonated as a message. The value of this was that by intersecting social networks of those who were likely to support him, the supporters took ownership of the campaign from the ground up. Guiliani's approach was too late and too little but there was a plan for social networks. The campaign developed a Team Rudy social application and the results were amazing - within a month email signups tripled and fundraising escalated to the point that at the nadir of the campaign (Jan 2008) they had their best fundraising month. But, as she pointed out, a bad message or bad strategy still trumps a web presence. The John Edwards campaign had a web strategy built around integration, interaction and accessibility. They were unique in their creativity too. THey sponsored a contest with Eventful that worked kind of like this
  1. Demand Edwards on Eventful in your community
  2. Ask Edwards question
  3. Then based on Eventful numbers someone won and Edwards would directly and personally answer the question you asked.
Or something like that. They did events online with Elizabeth Edwards - so they were always accessible. There was one really interesting technology they used - Upscoop, a free tool from Rapleaf, that lets you upload your address book and then searches over 400 million profiles and tells you what social networks those friends in your address book are on. Doesn't do Outlook as far as I can tell. But THAT is really interesting and a great idea. I could take you on and on in this particular panel because it was invaluable and shows how important a campaign's use of a social web strategy was critical to any progress and was going to be more critical as time progressed.

Making Data Actionable, Dudes

I was the moderator of a panel that wasn't all that exciting by name, but ended up being very exciting due to the participants. They were:
  1. Me
  2. Bob Greenberg - President of GH International (a forty person company) and the leading homeland security consultant in the U.S. - with a strong focus around the use of social technologies in homeland security (and he's my brother)
  3. Bruce Culbert, CEO of Isymmetry and the former head of BearingPoint's CRM and Supply Chain practices; creator of IBM E-business
  4. Scott Rogers, Senior Director of Customer Initiatives at David's Bridal - a practitioner star
  5. Thomas Vander Wal, the inventor of social tagging and President of InfoCloud Solutions - a Web 2.0 legend
We had about 40 attendees to the panel and the discussion was wide-ranging from Bruce identifying the key ways to think about data - one of which was making someone accountable for its use; to Bob discussing the Virtual Alabama use of Google Maps Enterprise Perpetual License as a core for this brilliant first responders site; to Thomas identifying how to use social tagging in a campaign; to Scott talking about how David's Bridal handled web complainants with specific strategies and criteria for action. There was a key discussion around microtargeting that bears some repetition because it was a theme throughout the day and a subject of some real interest, concern and occasional ire. For those of you who don't know what it is - it's the practice of granular targeting of a prospect so that a super-targeted highly personalized explicit message could be sent to the constituent OR so that a potential voting pattern could be uncovered. So for example, if I knew what scotch you drank, what books you read, what kind of house you lived in and what car you drove, I'd have a good chance of knowing who you'd vote for AND I could send you messages that reflected all those preferences. One thing that I pointed out, thanks to a discussion with Alan Fuller, a principal in Flat Creek Consulting is that if the culture of the political entity remains the same, then a microtargeted message is still just an outbound message shoved down someone's throat - the difference between refined and raw sugar. Microtargeting's value comes when it helps you understand your constituent in a way that allows you to serve them better - not spew on them more specifically. Social tagging is one tool that allows that granularity and exposes that knowledge but is in the hands of the constituent because its their tags that are the core of the granular knowledge.

Who Won?

There is no question that IPDI pulled off something that is vitally important to the future of politics in the U.S. Why? Because it embraced and started the dialogue on what is the most important issue facing a campaign - win or lose - or an elected official. How do you engage your constituent in an era where their expectations have dramatically changed. This is a conference that actually went a long way toward doing that - and focused on which technologies, strategies and cultures were critical for that success. This was honestly a case where the cynicism of a few was drowned in the enthusiasm of the many. The wisdom of this crowd of 600 prevailed. IPDI Rocks - exactly when it should

March 02, 2008

Throwing out Concepts - Spring Training Version

I'm working on a couple of things that have been triggered by an onset of consulting I'm doing for clients on the development of social networks/user communities and at the same time, the use of social media. Fear not, though, friends, I'm not leaving CRM to do this (actually, fear not, me - since why should you give a.... about what I'm saying in this paragraph? Hardly a fear now, is it?) - this is in fact a natural extension of CRM 2.0. One might ask, "How is this kind of consulting an extension of CRM, Paulie?" I'm glad you asked, master or mistress of your unique domain. Simple. This is a step for in developing the strategies and programs for customer engagement, and given the expectations of customers these days - and their command of the business ecosystem - it takes new and extended forms of communication, collaboration, transparency, authenticity and coolness - in addition to operational functionality to do it. This is CRM 2.0 consulting. Which leads me to my actual point for this entry. I'm wrestling with a couple of concepts that I want to throw out there to you for discussion. I'm raw with these and not all that limber yet when it comes to thinking about them (hence, the title of this entry, baseball fans). Here goes. Concept #1

The Company Must Be A Company But Also A Peer

This is the rawer of the two but I'm going to fully flesh it out very soon. I'm on to something with this one. Here's the logic: The business ecosystem has a customer controlled ecology. Part of the reason for that is that the customer is engaged with conversation and collaboration outside the business - with their peers - and this is not just a business thing, but the way that they live. This is shaped in part by the Gen Xers and Gen Yers that are now in the workforce, but also by an increasing understanding by the baby boomers that this is the contemporary version of the changes that they were so actively engaged in creating in the 60s - and that means this is a social change. And its inspiring them, too. This social change is coupled with the fact that each of us has a personal value chain that actually encompasses our interactions with all institutions - among them social, economic, business - and that the totality of the interactions and how we respond to them actually is what comprises the way that we deal with any given individual business. Businesses, in this scenario, have two problems:
  1. They can't control the personal value chain of any individual. They can only intersect parts of it and then try to influence that
  2. Businesses are operating in an ancient mode when it comes to how they are thinking about this. They're thinking that they are competing for the customer with other companies of like product when in fact, they are competing with the thousands of messages that the customer is getting everyday from all institutions to just get their attention AND they are competing with the expectations of the customer as shaped by the personal value chains of that individual customer - not shaped by competitive products and services.
What this leads to then is that the customer is trying to see the business in a more complex way (at least unconsciously so) than the business is actually anticipating. The customer is expecting a personal interaction that is of a quality that has been determined by all the other experiences he/she is having with all his/her institutions. That means that the company, while it still has to meet its business objectives and follow through on its plan and pay attention to its bottom and top lines, has to at the same time, provide some level of personal interaction with the customer - whether real or virtual. The customer needs to feel that the company can be trusted, is being honest a.k.a. authentic, etc. - meaning traits that are assigned to human interactions most of the time - but have to permeate all facets of the company - especially those that intersect with the personal value chain of the individual customer. Enough of this one. There is more but you can see that this is still awkward and I haven't fully formulated it yet but am working it through. Is it stupid? Smart? Wrong? Right? Very Cool? Insane? Let me know what you think. This can be important in the establishment of the new business models and the CRM 2.0 model for customer engagement. This is based on recognition of the mind of the social customer - an undeniably different mindset than five years ago. Okay. Concept #2

Members of Social Networks Should Have a Reasonable Expectation of Trust, Primarily - Not Privacy

Before you go all Chuck Norris on me, hear this one out. The relationship between members of social networks and the social networks that they are members of falls under the umbrella of Concept #1 - meaning that the member is not only interrelating with peers on the social network, but expects the social network to act like one too. The deal between the two partners - the member and the network - is a social contract - and a compact. On the one hand, the member is licensing the use of their profile to the network in return for the use of the network. The permission is to use it commercially. This is just the reality of what the purpose of the social network is to its owners. Its either to make money or extend a brand or something akin to that. It isn't a charitable thing, its a business and the social network can reasonably expect that a member who registers understands that. Only an idiot would be so dumb as to think that the social network is there for their pleasure ONLY. It is a business or related to a business typically. That said, the member has the right to expect that the social network will do the judicious thing in the use of their profile - which is publicly revealed private information. The profile - which is an asset to the social network - has to be handled in a way that the member sees as trustworthy. Privacy is somewhat limited by the very fact that this social network is a business and it is social. That word would be social - meaning actions between individuals - which since they are virtual for the most part - means that the profile is at the core of what actions are being taken - which means that the profile, at least in part, is publicly revealed. But the member has the right to control and own the profile. Again, they are licensing its use in a limited way to the social network in return for privileges in the community. That means that while privacy can't be their primary expectation - though some can be expected - trust should be their primary expectation. They trust that the social network will use their profiles according to the social contract/compact that they've both "signed" and that is implied. Some privacy is just a feature of that. Maintenance of ownership and control over the profile by the member is the core to that trust. You all saw what I wrote in last week when Facebook violated that trust. They didn't violate privacy. But they broke that social compact and destroyed trust. So this one is raw also, but if you've got some ideas on it, throw 'em at me. Curveballs are fine, two-seam fastballs, change-ups, all good. Just let me hear from you. These are new and likely to be in the 4th edition when I get to the social network chapters. Help.

February 24, 2008

Facebook Is Not Your BFF - But It Is F----d

How frequently can someone screw up? How badly can someone wreck something that coulda been a contender? I think that Marc Zuckerberg and company are dedicated to finding out the answer to this incredibly stupid set of questions - and they are passionate about it. Its getting to be old news when its news - Facebook Screws Up Again! The headlines don't even scream it out anymore. Its more like, "hey dude, Facebook f----ed up again, ja hear?" "Yeah, ja hear that Tina and I are getting back together?" "NO WAY!" "Way." Or this text message: U hr Fbk f-ed up? K. TTUL. That's how commonplace their major league screw ups have been. Look, I get it. They want to turn a buck or two in revenue and a half a buck or so in profit. Been around, have 60 million "assets" a.k.a. friends a.k.a. profiles that should be MONEY (in all ways you can translate that). But they keep forgetting that their social network has evolved to the point that there are "rules of conduct" and there are "privacy concerns." Thats spelled p-r-i-v-a-c-y, Facebook moguls. That they may be masters of their Facebook universe but they are slaves to its behaviors. They have no way out. Yet, even after the Beacon fiasco of a few months ago, they seemed to have not learned ANYTHING. On Friday, an op. ed. appeared in the Washington Post by staffer Catherine Rampell called "What Facebook Knows That You Don't." The piece highlights a series of recent articles that say:
even if you "deactivate" your account, Facebook holds on to your profile data. This disclosure has gotten privacy groups and consumers up in arms. All the commotion about how Facebook hoards outgoing users' data got me wondering whether we're missing the more important privacy question: What happens to all the data we active members choose to delete, for privacy reasons or otherwise? Facebook's privacy policy is disturbingly cryptic on this issue. It says the company "usually keep[s] a backup copy of the prior version [of updated profile information] for a reasonable period of time to enable reversion to the prior version of that information." Facebook declines to enumerate how many days (or centuries) constitute a "reasonable period of time." Facebook users do not have access to this information, so it's unclear who exactly would be doing the proposed "reversion."
How incredibly stupid can Mark Zuckerberg and his minions be? Why hasn't he fired his entire legal department? This one is worse than Beacon. Basically, if you interpret what they are doing, its insidious. It basically is removing all control you have over your profile - or, in other words, what you care to record of your life online. So that if YOU decide that YOU don't want to be a member of Facebook - fine, as far as Facebook is concerned. THEY still will own YOUR profile. If YOU decide that YOU made a mistake and revealed something YOU shouldn't have or needed to get past something that YOU had done and recorded, that's fine as far as Facebook is concerned. THEY will still own YOUR history. One of the key psychological benefits of a social network is not just the peer-to-peer communications that it fosters. It is CONTROL of the life that is being exposed by the owner of that life. That is translated to a profile when it comes to a social network and the actions on that profile. What makes Facebook particularly nasty here is that it says to the "friend" - "your ownership is an illusion. Once you commit - you commit. And then, heh, heh, heh, the data is MINE, MINE I tell you. MINE!! I AM FACEBOOK - LORD OF THIS UNIVERSE - MASTER OF THIS SOCIAL DOMAIN." OR to put it in little kids terms: What's mine is mine. And what's yours is mine. Some of this is understandable - though not forgivable. They want Facebook to be a business, not a hangout, and thus they treat the profiles as assets. This is no different on the surface of it than the salesperson who is treating their contact database as their asset and leverage (in their case, to protect their livelihood). But there is a different protocol that governs social networks. Peer-to-peer trust is one major facet of that governance. As a social network there are three things that have to be remembered at all times:
  1. The social network is responsible for providing a reasonable expectation of privacy for each and every member of the network. That means that the individual who provides the profile retains ownership of the profile and is, in effect, licensing the use of that profile in a limited way.
  2. That the terms of the "license" must be mutually agreeable and always transparent. There are no hidden or undue uses of the profile by the social network.
  3. The social network is must do what it has to so that it is trusted AS A PEER by the individual members of the social network. This one is the most important and is critical to all businesses now. I'll be elaborating on this in future entries. For now, suffice to say, the social network can't be seen as an abstract entity by the individual members. It MUST be seen as a "trusted peer" to be successful.
Facebook is failing miserably at all of these and continues to make the kind of mistakes that will doom it in time to a footnote in the history of the social changes that have been roiling the world of human institutions in the last several years. That's sad. Look, I still like Facebook. I'll maintain my profile and you can see my Likenesses from PG to R rated. You can see who I'm poking (in a "good for all audiences" kind of way). You can read my conversations, see what other applications I use and what's going on with me from day to day. I have nearly 400 friends on Facebook and will keep growing that friends group. But at this point, I'll have a good time and put it to good use until it finally succumbs to the pressures of Google's OpenSocial API, Google's Social Graph API, some other social network that does get this and its own incredibly stupid mistakes - especially the ones that violate both public and private trust. In the meantime, I'll talk to my trusted peers on Facebook, as well as LinkedIn and Plaxo. But I have to say - Facebook, I don't trust YOU.

February 21, 2008

Loyalty Lab Converses With the Customer - Software-wise, That Is....

I read this dispatch (a lovely word for article in this case that conjures up romantic kind of war correspondent images - though in a cinematic way, not a real world way. I hate reality shows....), a couple of days ago on something that I find, at least on the surface, highly intriguing.

Loyalty Lab, a company I know next to nothing about, released version 3.0 of its integrated marketing platform which they call "Ready-Aim-Engage;" (Cute, but not that creative) While releases of software or platforms or services are hardly anything earth shattering - in fact, hardly anything glass shattering - this one caught my eye, because of what the platform purports to do. Here it is in short order.

  1. Marketers can track responses wherever customers purchase or interact, providing what the company calls "a more accurate view of response rates and performance.

  2. The standalone email marketing product provides data integration with "Ready-Aim-Engage." Theoretically, (since I haven't seen it in action at all) it enables marketers to link email to transactional (of course) and non-transactional behaviors -- so messaging can be relevant to social networks.

Up to this point, interesting for its non-transactional promise, but not REAL interesting.

But then:

  1. R-A-E 3.0 records customer activities that go beyond simple transactional behavior, including:

  • interacting with social media applications;

  • recording important dates

  • reading or posting to blogs; and

  • referring friends.

Now THAT got my attention.

Why, you might ask in a puzzled way, with your brow furrowed and your finger (depends on which one) up in the air - all the while thinking that Paul is nuts.


The former features are ways of integrating traditional tools like customer segmentation, the operational kind of CRM and a non-traditional tool or two - like actions on non-transactional behaviors - to a traditional channel - email in particular. Nice, but not dramatically different than a number of things out there.

BUT

The latter recording, interacting, reading and referring tools is the approach a platform that truly believes that, as The Cluetrain Manifesto says, "marketing is a conversation" Which makes it completely NOT like all the marketing apps tied to CRM suites or best-of-breed approaches - the ones that I railed against in this entry....and this one.

There is a unique value in this approach that has a double edge (like Experience on the Edge...ahem).

First, this is actually allowing a company to create an actual dialogue with its customers and informing the company as to when the dialogue advances. That is BEYOND merely important - that is mission-critical to interacting with customers who control the business ecosystem.

The second side bears a little more explanation.

In her white paper of last April, "Social Technographics", Forrester Group social computing whiz Charlene Li, found that companies 1. don't know how their customers use social technologies and 2. are inexperienced with what works, when it works and where it works. Plus (not from the paper) its hard to measure and, because much of the behaviors generated are emotional (a.k.a. non-transactional in this case), the value is hard to understand. What makes the R-A-E 3.0 important is that it gives the enterprise social mavens the ability to capture interactions that involve the social media - blogs, social networks and so on. This is not something that has been easily available - especially in a framework. It seems that part of the technology solution is that they have pre-built bridges to social networks like Facebook and APIs to customize the connections between the social networks and the enterprise or to build internal social network applications. Plus, apparently they provide social network analysis tools judging from this line in their promotional stuff:

"Discover which customers are influencing the rest of your database."

AND all of this is on demand.

While trolling around the website, I found that they had a modestly interesting and certainly informally (entertainingly) written blog called Loyalty Dogs that basically covers topical areas like customer experience, loyalty (duh!), program analytics, technology trends and "interesting stuff." Additionally, they have a Loyalty Lab Library which is a compendium of recent articles that are drawn from the industry standard sources (such as they are) sources like DestinationCRM and 1to1 magazine again on topical subjects. What is GLARINGLY missing in their library is the blog resources that can add a LOT to their library or wiki resources or podcast links or....you get the message. But that is a small (big) niggling (painful) omission.

This is something worth looking into further. I'm not sure how well executed it is. I've never seen it in a production environment so I don't know if R-A-E 3.0 even works. But I have to say that Loyalty Lab at least seems to be not just paying attention to the customer that is now running the ecosystem; but also trying to capture what that customer is doing. And that is attention-getting.

January 19, 2008

Bonding with Band: Or Is That Banding with Bill?

Bill Band is one smart man. A very, very, very smart and astute analyst. Good guy too. He also is the lead analyst for Forrester Research Group's CRM practice and that counts for a pretty damned fair amount.

I wuz readin' his blog today and I ran across this gem of an entry entitled: "You Need New CRM Solutions To Keep Pace With The New Social Consumer." What he points out is that while traditional CRM still is a value add for companies for aggregating and analyzing customer data, and "automating workflows to optimize customer-facing business processes", that there is a new wind a-blowin' too and that, call it CRM 2.0, Social CRM or whatever, is a matter of fact not fancy or future.

For this article, I think the most important point is that customers who are interested in CRM are looking "far afield" from the traditional CRM vendors and he names a large number of companies that customers are looking to that would help with their initiatives. I'll leave it to you to go to his article and see what they are. Most I know. There are a few that I don't and because BB says they are in the Social CRM world, I'm going to be putting them on my radar screen.

I would add a couple of things to this article.

First, that the model is shifting from the effective management of relationships which traditional CRM did well when it did the two As of customer data (see above) and automated workflows to customer engagement - which means the qualities of trust, authenticity, collaboration and "the company as a peer" in a peer-to-peer communications becomes the additional facets that make up Social CRM. This shift is huge and the impact is barely being felt because its real but its nascent. When it really hits, companies and CRM will never be the same.

Second, I would add a few companies to his list:

For wikis - PBWiki and Wetpaint - both exceptionally good hosted wikis for the smaller and medium and even larger companies among you.

For SMB CRM - the web based ZohoCRM as part of the Zoho Collaboration Suite (my name for it). They compete big time

For enterprise social networking - Neighborhood America. Watch this space for a review of their new release in a few weeks. Love the technology these guys have. Skyrocketed from 1.5 to 2.1 (so to speak).

I would have a little bit of concern about only one of his choices - Nielsen Buzzmetrics - who tainted my thinking about them when they announced that they were making time spent on a web page a prime metric for measurement - losing (rightfully) page views. That's like substituting cocaine for heroin, saying its less lethal. Not smart. I'm not saying they have no merit, but I'm concerned with a company measuring web stickiness that didn't think much about tabbed browsing when they made a big announcement. Maybe there's more to it than I thought. But for now, just be careful with them.

In any case, I HIGHLY recommend this article.

No, wait, I HIGHLY recommend Bill Band. He's....just....plain....GOOD!!



Footnote:

The other day, I wrote a blog entry on marketing, CRM and vendors that interwove a lot. In the course of the entry, I said to the marketing automation vendors, if I don't know you, bring it on. One of them did:

Pardot

Because they did and they make the intriguing claim of integration with salesforce.com, NetSuite, and SugarCRM, I'm going to do a review of them. They brought it, so I'm taking them up on their offer. I don't know how they compare with Eloqua yet or whether they do - they might be an entirely different kind of tool but they met the challenge and I'm bringing them to the table.

I'm interested.

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December 23, 2007

The Weather Outside's Delightful: My Predictions Last Year Were Frightful

Okay, time for some truly sincere self-flagellation. I'm willing to impale myself on a stake by reviewing how utterly poorly I did on my forecast of a year ago - so here it is. I'm actually cutting and pasting it in without looking at it first so whatever I said and whatever I write about it isn't pre-scripted - so consider this I(trickling) stream of consciousness (barely) as I do it: (My new comments will be in red, though the green ratings are from last year and are my level of confidence which might be a new number this year: (Shattered)


Note that you'll see a number in color after the bullet and prior to the text. That's what I think my odds of being right are. (10) means I have total confidence that I'm going to be vindicated when this long trial is...I mean I'm going to be spot on when the year is done. (5) means, I'm right...no, I'm wrong...no, I'm right...no, I'm wrong...I'm.... (1) means I'm taking a really stupid shot here but ain't I brilliant if I turn out to be right? I'm the next Amazing Randy.

  • (8) CRM 2.0 will become more than a buzzword in 2007 and the inexorable march toward the death of "traditional" a.k.a. "classic" - Coke, okay, CRM in 2008 will continue. This will be done through partnerships and alliances rather than home grown "pure" CRM products. However, there will be a marriage of the "social web" products and services with the CRM technology vendors partnering with the blog producers, wiki whackers and especially social networking softwares/services (or acquiring them) to provide a more useful collaborative experience for customers and partners/suppliers/vendors. The framework for CRM will finally change to the point that the old META definition of operational, collaborative, analytic will be put to rest once and for all. Watch for a new feature-function-business rules-technological architecture CRM 2.0 framework by 4th quarter of 2007. (OK. I was partially right about this. The social web products and services are now part of the CRM landscape but they were homegrown, not too much in the way of partners at all -as we saw with the Oracle OpenWorld and SAP announcements in December. Also, I would say that the framework, while dramatically advanced by the salesforce, Oracle, SAP, etc. platform push in 2007, is not done yet but technologically on its way. So, my head and heart were in the right place, but my feet and hands seemed to be where my hands and feet should have been. I'd call myself CLOSE ENOUGH)
  • (5) The customer experience will be the defining characteristic of 2007 corporate strategy and the old CRM formulation of People-Process-Technology will be replaced by a focus around mapping customer interactions and providing the tools to enhance the customer's experience with the company. This is already a work in progress with companies like Disney Destinations changing their approach through changing their acronym from CRM - customer relationship management to CMR - customer managed relationships. However, this doesn't mean that PPT will be entirely replaced. It does mean it will be subsumed to new strategic formulations built around the customer experience and experience mapping and design will be a major component of contemporary corporate activity. That is presuming both the CRM world and the experience design worlds which currently co-exist, can get over their arrogant attitudes to each other. With CRM trying to stuff the experience design/mapping into a convenient CRM pothole and the experience design guys trying to poo-poo CRM entirely. Why don't both of you big babies get over it and just work together (C'mon people now, smile on your brother, everybody get together, try to love one another right now...) (My waffling was entirely justified by this because while more and more companies recognized the value of the customer experience in shaping their business success as 95% of the respondents did in a CScape 2007 survey, only 38% of them were even mapping out the customer touchpoints AND traditional CRM software continued to sell at a record pace ($7.4 billion or thereabouts in 2007 according to Gartner), AND there was no discernible change in the relationship between the traditional CRM advocates and the CEM advocates, proving once again, humans can be stubborn a-holes when they want to be, despite the glories of the species. I'd call myself EH, SORTA RIGHT, SORTA WRONG on this one)
  • (4) The 6Cs of the new customer will become the new business model that drives the era from 2007 beyond (if it were 2008, I'd make that a (7))
    1. Collaborative - communities
    2. Contextual - Context driven advertising
    3. Content-driven - user generated content
    4. Connected - mobile & social networking
    5. Conversational - death of the 4Ps in marketing
    6. Creative - Co-creation of value
  • What this means is that user generated content, experiential marketing, experiences as commodities and business as an aggregator of experiences that include products and services - among other things - will be more than just experimental but will break into the mainstream of both mindshare and market share. The Proctor & Gambles on the big boy enterprise side and the Threadlesses on the little guy disruptive side will become much more common than they have been. Because the customer is looking for it and wants it that way. AND it makes good business sense. (I think about 2/3 right on this. It certainly has broken into the mainstream of mindshare but I think that most companies are still wrestling with how to actually do something with what they know they should be doing. The impact of social media has been profound and the subject almost beaten to death in the business publications, the political world, and on that old school network TV news. But most companies still haven't figured it out - though about half of them have begun to do blogging according to most studies. A step in the direction. I'd say for me, PRETTY DAMNED CLOSE works)
  • (7) As I mentioned earlier, I don't think that open source CRM will be a disruptive element in any way or set any bars. However, I think there will be some impact on the enterprise from the free CRM programs that are entirely web-based. Companies like Zoho who put on social networking tools like ZohoWiki and CRM tools that are functionally pretty decent like ZohoCRM, or Zimbra who have a collaboration suite that can be utilized online or through the salesforce.com AppExchange, will start to make some headway into the small business market since their price is nearly free or free. The reason for their increased access will be the vacating of the SMB market that I think we'll see in 2007 by salesforce.com, NetSuite and several other CRM vendors as they move upmarket and start scaling up to the enterprise level deployments that will put them in league with SAP, Oracle and even Microsoft. I don't think this will be much more than a trickle in the coming year because they don't have the buzz yet nor do they have the functional chops that the companies vacating the space have, but they do have enough value to grab a foothold in the SMB space. (I was right in that this year was a trickle. Zoho is going to make its bones in 2008 with the release of its business edition, I suspect, but actually there are a number of on demand and even on premise CRM applications and services that are moving in the SMB space like InfusionSoft and EBSuite who provide solid CRM functionality for small businesses that began to have an impact in 2007. The one thing I didn't see coming was that SugarCRM as an open source platform got interesting with the release of their 5.0 version and promises to be more interesting when they incorporate the social media tools - a different subject, still not disruptive, but a new value for open source CRM. I'd say NEARLY PERFECTO on this one)
  • (7) Companies like Rearden Commerce will begin to show up on the horizon as service oriented architectures begin to blossom more fully and become the foundation of the bulk of the enterprise IT architectures over the next three or four years. 2007 is the year that the companies that provide business/prosumer services attached to their offerings will begin to become a niche unto themselves. Rearden will continue to own the space - especially in light of their deal with American Express. Rearden Commerce itself will have a breakout year as its deal with American Express begins to generate both market share and buzz like crazy. Also, it doesn't hurt that Rearden has the first fully realized SOA on the IT side of the house. First to market is HUGE for Rearden and 2007 is their year. (Right about SOA becoming the ubiquitous technological architecture - devoutly to be desired and actively pursued as the IT department architecture of choice. But not as right about Rearden Commerce. Did fine, wasn't so huge. I'd say PRETTY STRATEGICALLY COOL; BUT TACTICALLY DORKY for me on this one)
  • (9) Social networking and other forms of 2.0 driven applications and services will be integrated with CRM and enterprise applications. But not as I originally thought - through building or acquiring the companies that make the assets. Instead we'll see partnerships and OEM relationships etc. between the social networking companies and particularly, the on demand vendors to integrate the functionality of social networking and user collaboration, especially with CRM vendors. The on demand vendors like salesforce.com & NetSuite in particular are best positioned to do this but I also see SAP being savvy enough to do this kind of collaboration, though if any one company would build their own, it would be SAP. This may portend something of a revival for Lotus Notes as a collaboration platform and toolset. Though maybe not. That's going to be up to IBM - who have good people at the Lotus helm, but have been terrible about their marketing and positioning of Notes. We all might be surprised - and not unhappily. (I must have done this on about an hour of sleep since this is awfully close to being the same entry as the first one. The only difference is that I said SAP might build their own and Lotus might surprise. Right, and not right, not wrong with that. What makes this entry all the more remarkable is that I gave the top entry an 8 and this one a 9! Wow. That shows you the value of forecasting. See CLOSE ENOUGH GIVEN THAT I WAS ASLEEP with the added two adjectival comments on SAP and Lotus as my result here)

  • (2) Web 2.0 will finally get another name though 2.0 will remain the buzzword/cliche that drives us all to distraction when it comes to naming new technologies, applications, platform and ANYTHING that smacks of peer to peer. How about "the Social Web?" This works, n'est ce pas? After all, they have a name for Web 3.0 already - The Semantic Web - so why not 2.0? Come ON, papi. (Sadly, this one fully justified my 2 (dot oh). I was TOTALLY WRONG as Web 2.0 the Term 2.0 Continues 2.0 to Drive 2.0 Us 2.0 to Distraction 2.0)

  • (7) I said this up top, so look to there for some of the rationale, but mobile CRM will become something to be reckoned with in 2007 with the Blackberry platform leading the way - especially as RIM continues to roll out successful Pearl-looking super-stylish phones that have their already heavy-duty and secure push functionality. Already significant numbers of vendors are developing mobile CRM applications/services and almost all are doing it for at least the Blackberry and then the Treo. (Pretty much CORRECTIMUNDO on this one with the caveat that I didn't see that the coming iPhone would be looked at as a business phone. To wit, SAP produces CRM for the Blackberry and the iPhone)

  • (9) CRM and social customer related blogs, podcasts, and vlogs will continue to proliferate in 2007 in all kinds of interesting and unique ways that we have yet to "aha" about. This, despite Gartner's prediction that the blogosphere will level at 100,000,000. That's kind of a funny one actually. Because, what does it really matter whether it levels at 100,000,000 or 150,000,000 or 200,000,000? You or anyone you know gonna read most of them? Its a helluva lot of blogs no matter how you cut it and it also indicates the level of influence by sheer weight (not necessarily quality or originality) that the blogs carry. Speaking of which, there is a guy named Jesus Hoyos who runs a blog called "CRM En LatinoAmerica" that has a great listing of current CRM related blogs. Check it out here. This is the best compilation of CRM related blogs I've seen. The site is in Spanish and English but this is a universal set of links. (This one was easy. I was TOTALLY RIGHT. Interestingly, since last year, I've met Jesus Hoyos and he is amazing AND through BPT Partners, we are partnered with his organization Customers Forever - a Latin American consortium of CRM related companies, institutions and individuals)

  • (25) I'm not going to predict "consolidation in the industry" since that's a cliche and consolidation in all industries is going to always go on. To predict "continued consolidation" is to predict "the sun will come up - tomorrow. Bet your bottom dollar, that tomorrow, there'll be sun..." So screw it. I rank THAT one 25 on a scale of 10. (What can I say? Oracle alone makes this right every year. This year look at Cognos and Business Objects. Oh, that's right, you can't. They're IBM and SAP now, I forgot. This one is ALWAYS TOTALLY RIGHT)

So, all in all, not too shabby I don't think. I did better than I thought when I began cutting and pasting. So ruminate, comment, do your thing on this. Disagree and pound me into dust. Agree and make me feel like buttered cinnamon raisin toast or....something.

Next up: Number 3 of 4: The Analysts Forecast and I Either Agree or Mock Mercilessly.

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December 20, 2007

Congratulations are In Order as We End the Year in CRM on a High Note

I'd like to offer major congratulations and best wishes for the new year to everyone as we end 2007. 2008 looks really good to me but I'll get into that in a future post. I'm going to do 4 posts on the forecast for 2008. First, this one, which will look at the December events that deserve some congratulations (including at least one that's self-congratulatory. I don't mind getting my ego into this to some degree) to the CRM related folks accomplishing them. Then the next post will be a look back at my forecast a year ago, which is the polar opposite of self-congratulations, and is instead self-flagellating. Then a post on what the experts are saying will be the highlights of 2008. Finally a fourth post on my forecast for 2008. Then I'm going to drink an ounce and a half of Macallan 18 Year Old (or two) and then I'm going to curl up in a ball and hide until next December.

So, with that, lets move to the very first of these posts:

Congratulations & Kudos for December 2008

I want to congratulate a number of companies who took the last month of the year and just did some good things as far as I'm concerned. Things that enhance our industry and make my life interesting and hopefully, benefit the companies that did them. Some are surprises, all are welcome events.

Congratulations to:

  1. SAP - For their total revamping of SAP CRM 2007 so that it actually reflects what customers in the contemporary world want. It ain't easy for a massive company to make the nimble changes that they did but imagine SAP with a skinnable Google like user interface that's also personalizable and customizable with drag and drop movable screen elements, and some incredibly intelligent functionality such as Real Time Offer Management which does on the spot customer intelligence analysis
  2. NetSuite - if an IPO with an opening price of $26 ($10 per share over the suggested Dutch auction price of $16) and a surge through today to $35.50 by closing, ever deserved the goodness that surrounds it, its this one. NetSuite has a genuinely great person as their CEO - Zach Nelson and one of the biggest hearted people in the universe as its SVP of Corporate Communications - Mei Li. I can't say enough personally about them, except that I'm glad to have them as my friends. Plus I really like their product too. Great start for great folks.
  3. Oracle - This might be my biggest surprise of 2008. I didn't think they would ever do this but they did and earned some points with me. Oracle announced that they are adding a host of Web 2.0 customer-engagement driven features and functions to Fusion when its released next year. And these aren't of the "cool looking, dude" variety, but both practical and cool.Check out my prior post on this thing. This was a shocker and congratulations worthy fur shure (in deference to the Valley)
  4. Microsoft - They announced the release of Microsoft Dynamics CRM 4.0 a.k.a. Titan to manufacturing this week - which is earlier than expected (at least by me, among others). Earlier.....Microsoft. That's usually an oxymoron.
  5. Aplicor - Good guy Chuck Schaeffer, CEO of Aplicor's hard work and relentless desire to have an impact showed up strong this week as he made the list of top twenty five influencers released by InsideCRM and the Aplicor Blog made the list of top 20 CRM Blogs by the same. (check out the blog here) This one is well deserved. Not only does Aplicor produce a genuinely good product that wins numerous awards, but their clients tell me that Aplicor goes to incredible lengths to work with them to resolve those pesky issues that always come up in implementations. Now they can add "thought leaders" to their C.V. Plus their on demand services have had 100% uptime so far. Way to go, Chuck.
  6. InsideCRM - This relatively young pup a.k.a. upstart CRM site is doing genuinely interesting work and has a site format that most of the other CRM sites should envy if they know whats good for 'em. These guys have the smarts too because they know that people like lists and rankings and they provide them with their year end look at Top Blogs (as you know I won that one), Top Influencers (I came in #8 on the top 25 - #1 of the non-vendors. Marc Benioff won the #1 slot.), and Top Innovations of 2007. I can't say I agree with everything - for example, how Outlook as a CRM interface made top 2007 innovations, given that its been around for years as an interface for CRM, just shows you how hard it is to find innovations in CRM. But, all in all, InsideCRM is providing content too. Plus they provide it in an opinionated and often breezy personal style, which means there is a site with a voice that is actually likable, not stilted. Yes, they truly have OPINIONS. They don't just report, nor do they just bitch which an incredible amount of the CRM industry does with misplaced glee. They have real live grrrr-inducing content. Disclaimer here: My liking of this site is not colored by my very good showings in their "standings." This is colored by their interesting content, their lively writing and their easy to read and navigate layout. They still have a ways to go but I gotta tell you these guys got game and they deserve kudos.

So congrats to all of the above making the last month of 2007 a very very good one for CRM and one that means an extremely hopeful 2008.

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