Archives For CRM

The SugarCRM alliances team is coming off a very productive few days in Orlando, Florida last week as part of our participation at IBM Connect 2014. Among the highlights of the week, SugarCRM was named as a finalist for IBM’s 2014 Collaboration Solutions Award in the “Best of Show and Chief Technology Officer (CTO)” category during the event.

The combined Best of Show/CTO Award recognizes visionary IBM business partners who use cross-IBM Software Group (SWG) capabilities in innovative, customer-focused ways. SugarCRM was named a top award contender after demonstrating how the Sugar-IBM solution helps customers maximize and improve social business efforts and increase bottom-line results.

The SugarCRM-IBM solution includes SugarCRM’s integrations to IBM SmartCloud for Social Business, IBM Notes and IBM Connections. In addition, SugarCRM’s integrations to IBM Campaign and IBM Interact further extends the IBM Smarter Commerce solution and brings the power of IBM Enterprise Marketing Management to customer-facing sales, support and marketing individuals. SugarCRM also runs on IBM DB2, IBM SmartCloud, IBM SoftLayer, IBM PureSystems and IBM PowerLinux.

The good news is, customers benefit the most from the SugarCRM-IBM connection. For example, SugarCRM customer Tollpost Globe, one of the Nordic region’s leading logistic companies, needed a platform that would increase internal efficiency as well as customer satisfaction. Since implementing SugarCRM and IBM Collaboration, Tollpost Globe has already seen a 70 percent increase in sales, a 40 percent increase boost in sales efficiency and a 30 percent rise in customer satisfaction numbers.

We are in a new era of CRM – one that is more intuitive, personalized and social, and our partnership with IBM underscores SugarCRM’s commitment to delivering solutions that enable our customers to engage in highly innovative social selling.  The SugarCRM and IBM relationship is gaining impressive momentum and underscores our commitment to further extending our social business solutions to new markets, products and customers around the globe. This recognition by IBM is an exciting and telling testament to that fact.

To learn more about how you can harness the power of Sugar and IBM technology visit sugarcrm.com/ibm

CRM_Roundup_Banner_V4
Welcome to our all-new roundup of customer relationship management (CRM) industry news from across the web. We’ll be hunting the ‘net for the latest and greatest, and bringing them to you here, in one convenient weekly post.

Your IT Group is at The Center of Your Customer Experience (and Your Business)
“Inside companies of all sizes, the issue of ‘silos’ – where walls have been erected between groups, divisions and departments – are both a common pain point and a significant cause of unmet customer expectations.” – Michael Hinshaw

As digital touch points increase and become more intelligent, the socially-savvy consumer will have an increased expectation of communication in these channels. This article proposes a shift in thinking, suggesting that IT as an organization needs to look at a business from the outside-in.
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Developing a Response Model in 5 Easy Steps
In an evolving digital landscape, the number of channels where customers interact with a brand continue to increase. How quickly do you respond in these channels? Do you have a response model? Every channel has its own audience — define that audience, and then find your voice there.
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The many benefits of integrating customer support into CRM
“While many organizations run some sort of customer help-desk or advice line, it’s surprising how often this function is supported by standalone technology rather than being part of the main CRM application.” – Richard Boardman

Implementing a system that spans sales, marketing, and support embraces a more open flow of information between all customer-facing employees.
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This is “How i CRM” – Redglaze Group 
Employees at Redglaze Group share their story about how they align teams across eight different companies to run seamlessly as a cohesive organization.

Aligning eight businesses is not for the faint-of-heart. By encouraging adoption to 74% of employees across CRM-deployed companies, Redglaze increases efficiency in all departments, streamlines resource-sharing, and increases consistency in all customer interactions across the company.
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Got other great articles we should include in future CRM Roundup posts? Let us know in the comments!

maglassWhen talking about the CRM market, a lot of numbers are thrown around. Analyst firms like Gartner and IDC do amazing jobs of calculating the annual spend in the market, which will be more than $30bn in a few years. There are lots of huge companies selling CRM software (usually among other technology pieces), and the space gets a lot of news coverage.

But while these numbers and the continual buzz in CRM seems impressive…is it really?

SugarCRM co-founder and CTO Clint Oram and I have had an ongoing dialog for nearly a year now, about how the CRM industry has – in a lot of ways – utterly failed to live up to its potential over the past two decades.

“Failed?” You ask?

Yes, a big #Fail.

What we have been talking about internally is that the CRM industry now serves roughly 20-25m end users (you can take a composite of all research and it usually ends up around this number give or take a few million users). Now, while this seems like a big number, let’s look at some other “relationship management” tools out there and their user counts:

LinkedIn (professional relationship management): 200m+ Users

Facebook (personal relationship management): 1bn+ Users.

When we stack CRM up against similar (yet admittedly consumer oriented) concepts, CRM falls down in comparison in terms of seeding its total addressable market. Clint calls this, “The Case of the Missing Zero.” And I agree, why aren’t we asking the bigger questions about CRM, namely: Why is this a 20m user market and not a 200m market today?

I think the answer lies both in looking at the success of companies like Facebook and LinkedIn, and also in the history of business technology. In short, CRM originated in a time before such life-changing trends as: the internet, social media, cloud, mobile…pick your buzzword. Early CRM was expensive, difficult to deploy, and benefitted management and not the actual front-line users of CRM – those who deal with prospects and customers. And a lot of expensive, traditional CRM deployments are now in place, lack the modernity expected by today’s workforce, which only exacerbates the issue. And, what’s more, nearly every traditional CRM providers’ offerings were built in this pre-web/social/mobile/cloud era and are thus ill equipped to meet the needs of the individual user.

But…there is hope. If we as an industry start focusing more on the actual users of CRM, and build tools that help them do their jobs, not simply capture data, we can bridge this huge adoption gap.These tools should be simple to use, mobile friendly, and not only make sense of the mounds of structured and unstructured data about every customer – but provide fast and valuable insight around this data to every user at every turn.

And by creating pricing that actually works with companies to put the software in more users’ hands – we can start seeing the true promise of CRM. This isn’t about selling more software (well, in some ways it is), but rather empowering more people in the organization who touch the customer. It’s not about having to make hard decisions about who does and who does not get to use the tools designed to improve the lifeblood of your business – your customers – it’s about giving everyone access to the information they need to provide better service, make more informed decisions, and simply promote better customer relationships.

We are making headway in this area, and made some significant announcements this morning to that effect. While it is early in what I feel is a transformative time in CRM, I am excited. By bringing innovation back into this industry in a big way, empowering more individuals in every company we serve, and simply helping make great customer experiences happen, I hope to see this industry find that missing zero (yes, everyone not just SugarCRM) and show what a difference great CRM can really make.

The folks at Software Advice are performing an in-depth survey to better understand how individual users of CRM surveysystems interact with the software: what works, what could be improved, etc.

Since we here at SugarCRM are always looking to learn more about the industry, but especially looking to learn more about what individual users are looking to get out of the system, we wanted to help spread thew word.

Want to have your voice heard? Want to help shape the future of CRM? Take the survey HERE.

Forbes contributing writer Dan Woods recently caught up with SugarCRM’s CEO Larry Augustin for lunch in San Francisco for a discussion about the state of the customer journey.

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Larry shared SugarCRM’s grander vision for Customer Relationship Management (CRM). “Instead of sales force automation,
CRM should live up to its name and start helping every single person who interacts with customers do a better job of serving them.”

As technology trends like social media and mobile both break down internal silos and help individuals better connect and interact with companies – the bounds of CRM must grow. For organizations to truly foster deeper, more effective and personalized relationships with their customers – they need to expand CRM beyond traditional sales and support professionals.

As Larry goes on to state in the article:

“It is ridiculous to limit CRM to sales. In my view, every clerk walking the floor of a store, every customer service rep, every repair technician, receptionists – essentially everyone that interacts with a customer should have a view of the customer provided by CRM.”

Well said, Larry.

To read the article in full, please click here.

cal“Am I what!?”, you’re probably saying.  “But it’s only August.  2014 is five months away!”

Yep, and it’s time to start planning for next year.  We are in a global recovery and you need to be thinking about growth and taking full advantage of the economic recovery.  Here at SugarCRM Inc., our company has tripled in size since 2010.  We have three times the number of people and three times the amount of business.  We are barreling forward on this growth curve going into 2014.  Is your company growing too?  Are you figuring out now how to hit those growth goals?

At SugarCRM, we serve “Growth Companies” like yours everyday.  We talk to hundreds of companies every day who are enjoying great growth themselves.  As a result, their sales quotas are going up and management demands for visibility into the sales pipeline are also going up.  While the past few years were all about tightening the corporate belt, 2014 is going to be all about managing growth to full effectiveness.

The first question you have to ask yourself is, “Are you ready?”  Do your sales people have the tools they need to be more effective than the competition?  Have you built a sales strategy for maximizing growth?  Can your sales people qualify leads, manage sales cycles and close deals quickly and effectively?  Have you aligned your teams, processes and tools with that sales strategy?  Do you know what you need to hit your goals?

If not, talk to a SugarCRM solution expert today about how you can get ready for growth in 2014.

We’re excited to announce TOM. The Sale Closer. as the August 2013 SugarOutfitters App of the Month. TOM is a unique iPad app that uses advanced Constraint Management methods to help you to close your sales opportunities from SugarCRM in the most effective way. Join us for a live demo August 21st on the next Sugar Community Webinar.

Name, title and brief bio?

Simon is director of TOMfor BV and Partner & co-founder of BPI-Group BV.

BPI-Group BV is a management-consulting group specialized in strategy development and program management for complex (client related) business environments for Industry, ICT, Healthcare and Pharma. TOMfor BV is developer of the TOM APP combining the experience, processes and know-how of many years of sales and sales process engineering in software tools for all customer related processes. Simon is specialized in Sales and Business Management, process engineering based on TOC, LEAN and SixSigma.

When you designed and built this app, what problems were you looking to solve for SugarCRM users and how does TOM solve those problems?

We have seen that many Sales People have problems focusing on and eliminating the most important constraints in their sales campaigns. A lot of time is spent on issues, which are less important and at the end a major constraint is blocking their deal. A waste of precious sales effort and time, which cannot be spent on attractive business one can win.

This is why we created TOM. Our sales APPs combine professional Opportunity Management with TOC (Theory of Constraints from Dr Eli Goldratt, author of the Goal). They support Sales to identify and eliminate their sales Constraints. We implemented that in such a way that Sales and Business Managers get a view on their most frequent opportunity constraints. We help Sales focusing on winning their business and give management access to real time information to analyze the Constraints and eliminate the Root-Cause. This will add substantial value for both Sales and Business Management.

What unique or interesting ways does TOM make it easy for users to use?

We believe that CRM is necessary but not sufficient for a company to be successful in the future. CRM provides critical data for executives to manage their business. But Sales, one of the most important sources of this information doesn’t get much value from their CRM systems. Our objective is to add value to Sales make them benefit from and use CRM. We want to make it as easy as possible for sales to reach their goal, which means “Meet or exceed their sales target”. TOM will help sales with constraint based opportunity management navigating to the order and provides Executives with information they need to have to support sales in closing the most attractive business deals. This is why we believe TOM creates a breakthrough is Sales and Business management.

What attracted you to being a part of the SugarCRM ecosystem?

I’ve worked most of my corporate career for Hewlett-Packard in the period that HP endorsed open systems and focused on partners for creating value for customers. SugarCRM being an Open Source company does have the same philosophy and is easy to get access to. Beside that SugarCRM is one of the fastest growing companies with a large installed base.

For someone who wants to create their own SugarCRM apps, what resources would you recommend that helped you?

My recommendation would be to work with SugarCRM regional management and the SugarCRM partners and position the APP in line with the SugarCRM strategy to leverage on their marketing and messaging. In our case we did focus on adding value to the SugarCRM user by providing them with the necessary opportunity management and tracking tools.

What is your vision for TOM? What can we expect to see in the future?

We introduced the first version of TOM. We are planning to add extensions for Key Account Management and Product & Program Management in the near future.

Want to learn more?

Check out TOM. The Sale Closer. Available at a special discounted price for SugarCRM users at SugarOutfitters.