Tagged with CRM

I’m Back at Where it all Began

Who says you can’t go home again? When I first started this blog back in 2007, I had no idea what it might become. Now, after six years, hundreds of posts, and a few “owners” later I am back working with a lot of the team I knew while initially launching CRM Outsiders. One of … Continue reading

CRM’s Forgotten Features: Reminders

By Chris Bucholtz (Editor’s note: this is the fifth and final entry in our series on features in CRM that can expand your ROI – but which frequently go forgotten or ignored. Parts 1, 2 and 3 can be found here, here, here and here. Now, we say final – but if you think you have another feature that … Continue reading

CRM’s Forgotten Features: Security

Since customer data is often cited as the most valuable asset businesses have, nailing down the security aspects of CRM comes almost as a reflex – if you have customer data, you make sure it’s secure. Right? Sadly, no – getting the security features of CRM set up properly often escapes the attention of many … Continue reading

CRM’s Forgotten Features: Workflow

(Editor’s note: here’s the next chapter in our ongoing project to identify ways CRM users boost the ROI of their CRM investments by making greater and better use of features that often are ignored. This will manifest itself it a white paper, wrapped in a bit some insight, on how to avoid letting these features … Continue reading

CRM’s Forgotten Features: Internal Reporting

(Editor’s note: this is the first chapter in an ongoing project to identify ways CRM users can see greater return on their CRM investments by making greater and better use of features that often are ignored. Instead of pretending I know all these features, I’ve reached out to some of the best consultants and CRM … Continue reading

Are you seizing social to see yourself as customers see you?

By Chris Bucholtz At the CRM Evolution show last week in rainy New York City, the Tuesday morning “breakfast session” hosted by Paul Greenberg was a notable gathering. The names in the room went beyond the panelists; the audience was full of big-name analysts, executives and smarty-pantses. Had a meteor hit this room, the CRM … Continue reading

Are your people the weak links in the CRM chain?

By Chris Bucholtz I never get tired of talking about CRM as a discipline, not a technology. Yes, yes, yes – the technology allows you to scale the discipline, but ultimately, the ideas, initiatives and actions that result from CRM and reach customers are not executed by technology – they’re executed by people. (Clint Oram, … Continue reading