I was talking to Paul Greenberg last week (and by the way, I’ll be moderating a webinar with him on June 7 on the topic of “Social Media: Hope or Hype?“), and it’s always amazing how radically different our conversations are that, say, conversations with CRM vendors. We all live in our unique areas, and … Continue reading »
Posted in May 2011 …
SugarCRM Useful Tip – Show Only My Items
Are you tired of seeing everyone else’s Leads, Contacts, Accounts, Opportunities etc. when you click on the List View for a module in your SugarCRM system? Did you know you can get SugarCRM to only show you your own items? It often comes as a surprise to some that there is a very simple solution … Continue reading »
Are you a bit player in your customers’ conversations about you?
A while back, I wrote a very long piece on the idea of using social media for service. One of my star sources with Brent Leary. Brent is a star when it comes to helping small business with CRM; it’s too bad that we can’t clone Brent and put a copy of him in every city … Continue reading »
Open technology: the right weapon for today’s battles
Ever see a photo of this beastie – the M1126 Stryker Infantry Carrier Vehicle? It’s a pretty imposing modern fighting vehicle and a ride that would certainly enliven one’s morning commute. When it first entered service in 2002, the pre-production vehicles had to be maintained by fixers from the contractor who manufactured it, General Dynamics Land Systems, … Continue reading »
Webinar June 7: Get Paul Greenberg’s Expert Assessment of Social Media and CRM
One of the many nice things I discovered when I sat down at my desk here at SugarCRM for the first time was that the crew here had already set up a webinar with Paul Greenberg. I can’t speak highly enough of Paul. He wrote the CRM at the Speed of Light trilogy-plus-one (hey, all … Continue reading »
SugarCRM Useful Tip – Wild Card Search
Normally, when performing a search for the text you have entered in SugarCRM, the system by default will look for that text at the start of the field. Use the percent symbol (%) at the beginning of your text and SugarCRM will search for that piece of text in the whole field. Example: Entering ‘mor’ … Continue reading »
Scaling up with Technology, and then Scaling Back Down for Relationships
On Wednesday and Thursday this week, I attended DemandCon, the first of what will hopefully be an annual show dwelling on demand creation, funnel management, marketing automation, and the many other technologies and disciplines that revolve around sales and marketing. It was great to hear these marketers and sales thinkers mulling over the issues that are … Continue reading »
“Life is like a box of chocolates”…
stated Forrest Gump, in the 1994 Hollywood blockbuster of the same name, going on to add, “you never know what you’re going to get next”. But is that really true? Of course life itself is an unknown, that goes without saying. None of us has a crystal ball telling us what to expect next, when … Continue reading »
Groupon: the Opposite of CRM
There’s been a lot of noise over the last few months about Groupon, the noted group-discount-buying site. As befits any Silicon Valley company, the noise wasn’t really about the company’s product but instead about the size of the potential offer that a suitor made to acquire it. In December, Google reportedly offered $5 to $6 … Continue reading »
CRM Outsiders Gets a New…Outsider?
When I left SugarCRM to head up marketing efforts at Basho Technologies earlier this year, my main concern was around CRM Outsiders. I mean, SugarCRM has some great thinkers and CRM heavyweights in individuals like Clint Oram, Nick Halsey and Jan Sysmans. But, these guys are usually pretty swamped doing so many important things – … Continue reading »
