CRM FYI

This week I had a chance to write a guest blog post for the Salesforce AppExchange. I chose to write about utilizing networks to become a hero to your Salesforce users.

It’s not hard, it really doesn’t take that much time, and in the beginning, you can even start out by just listening in. No matter your experience level with Salesforce, you’ll gain a lot, just by listening on on some of the channels I mention.

Have a look and I welcome your feedback either here or on the AppExchange blog.

With a network, you don’t need to have all the answers to be a hero to your users.

Momentum keeps growing in the Service and Support realm at Salesforce.com.  What started as humble beginnings back in 2005 as relatively simple case management is now expanding to be the most comprehensive Service and Support offering yet; the Salesforce Service Cloud 2.  With 8,000 companies already using the “current” Service Cloud platform, Salesforce has cemented their commitment to continued innovation, putting time, money, and developers behind building the best service offering available on any platform and for any business.

Service Cloud 2 consists of three parts, Knowledge, Answers, and Salesforce for Twitter

A core piece of the Service Cloud 2 is Salesforce Knowledge.  Just a year ago, Salesforce saw ahead of the curve and made a strategic acquisition of Instranet, a comprehensive knowledge management company that had some great technology, but still relied on single tenancy and complex software and hardware management.  Service Cloud 2 is the fully “in the cloud” version of that acquisition.  Re-tooling a technology and entirely integrating it to existing products usually takes years, but just one year later, Service Cloud 2 is able to fully utilize Visualforce, Apex code, and all the other benefit already available on the Force.com platform.  When asked if former Instranet customers were interested in switching over to the cloud, Alex Dayon, Senior Vice President of Product Management at Salesforce said, “They’ve been pushing us the hardest ”

Companies work hard to try and share knowledge across their organization and to their customers, but most of the technology to do so is complicated to design, deploy, and maintain.  Whether your business process is simple or deeply complex,  Salesforce Knowledge allows for rapid deployment, easy sharing of information to as few or as many people as you need, extremely simple customization, consistent innovation and upgrades, as well as being on a trusted, secure infrastructure that has been proven reliable.

Salesforce Knowledge is priced at $50 per user, per month and is slated for general availability in the fourth quarter of fiscal year 2010. (a few months away)

Salesforce Answers takes the knowledge of the masses and allows you to build on it and reuse it.  Most of us look to a search engine to solve a problem much sooner than pick up the phone.  The answers they find though might be dated and it’s often hard to know which answers are right.  Salesforce Answers helps you build knowledge through the people who talk about your products.  In turn, when your customers find the answer to their questions, they can be published to your knowledge base immediately and you gain millions of content writers.

One of the most interesting features of Salesforce Answers is it’s built-in integration to Facebook.  Now your company’s Facebook fan page can utilize Salesforce Answers right out of the box and millions of people have another way to join in the conversation and contribute.

Salesforce Answers is currently in pilot and should be generally available in the first half of fiscal year 2011.

The third piece of the new Service Cloud 2 is Salesforce for Twitter, a free integration between Salesforce and Twitter to monitor your brand, and join in the conversation that’s already happening.  Whether you realize it or not, people are probably talking about your products, your industry, and even your competitors.  How will you be prepared to respond to what’s being said?  Salesforce has a way.

Salesforce for Twitter features

• Search Twitter in real time – Don’t waste your time looking for service issues, let Salesforce find them for you.
• Monitor service issues on Twitter - Once you find something that needs attention, capture the conversation, see what others say, respond to it yourself, and join the conversation.
• Establish an Enterprise presence on Twitter – Show your interest in the people who are interested in you.  Resolve service issues before they escalate and engage your customers before your competitors do.
• Give your customers a direct channel to support through Twitter – Setup your own channel for customers to directly “Tweet to Case.”  Customer issues are immediately turned into cases to resolve and build a reputation of listening and response.
• Integrated push of “Tweets to Knowledge” – Don’t miss capturing a solution. Once resolved, publish the solution to Salesforce Knowledge.

Salesforce for Twitter Is available now from the Salesforce AppExchange.  If you’re interested in more information on Salesforce for Twitter or the Service Cloud 2, follow Salesforce on Twitter @salesforcenews.

Salesforce is proving that they “get” Service and Support.  With the Service Cloud 2, they are building an arsenal of tools to engage customers, track those relationships, resolve their issues, share information, increase brand loyalty, and improve customer satisfaction.

If you’re put back by the thought of how much it costs to use these tools, you probably ought to look at what the things you’re doing today are costing you in software licenses, hardware maintenance, unhappy customers, and frustrated employees.  I guarantee you thousands of companies are going to adopt this technology, pay the price, get the ROI, see repeat customers and grow their business.  Will it be you or your competitors?

Randall Isaac, CEO of Bluetide Management is my guest blogger today.  I’ve known Randall for a year and a half and his company specializes in unearthing data hidden in CRM that affects decision making and bottom lines.

Sales process makes a dramatic improvement on revenue performance, yet the majority of sales managers don’t use it effectively.

I am an unabashed fan of CSO Insights’ annual poll of sales executives. As opposed to research from many top analyst firms that is so academic I wonder if any of them have ever carried a sales bag, the survey data from CSO makes want to scream ‘right on – finally real sales challenges are being talked about’! 

Here is some selected data from their latest survey of 1,800 senior sales managers; 

• 89% of sales managers feel sales process provides real positive impact to sales results 
• But 60% of sales managers don’t use sales process 
• Formally managing sales process makes a huge difference; managers who formally manage vs. those who ‘informally’ manage report 5% higher win rates. 
• CSO pegs the incremental revenue associated with this better win rate at an astonishing $2.25M per year, per 20 rep team. 
• Now the clunker: only 15% of sales managers say that their CRM provides impact to revenue results. 

I’d like to offer my opinion on how this data all ties together. 

What is Sales Process?

The Wikipedia definition of sales process 

“A sales process is a systematic approach for performing product or service sales. The reasons for having a sales process include seller and buyer risk management, standardized customer interaction in sales, and scalable revenue generation. 

Specific steps or stages in a sales process vary from company to company but generally include the following steps: 

1. Sales Universe 
2. Sales lead 
3. Qualified prospect 
4. Need identification 
5. Proposal 
6. Closing 
7. Deal Transaction 

From a seller’s point of view, a sales process mediates risk by stage-gating deals based on collection of information or execution of procedures that gate movement to the next step.” 

Why are so few managers formally using Sales Process? 

The last line of the definition is about information that sales reps collect at each sales stage and the procedures that they engage in to move opportunities forward is what sales people do every day. The Role of a manager is to bring that activity in line with sales process. CSO Insights found that there is a dramatic difference in sales performance based on how a manager achieves this; formally and regular reinforcement drives far better performance than simply informally talking about it. 

The naysayers will say “CRM captures sales activity in the form of Tasks and Events (for those not familiar, think MSFT Outlook’s Task and Calendar features for sales people), so what’s the problem?” 

Well, here’s where the whole system breaks down. The role of a sales manager is defined by huge pressure, lots of hours away from family travelling, and too much to do in too little time. They do not have time to click around the CRM to try to find their reps’ activity information. A fly on the wall of any sales forecast review meeting taking place right now anywhere in the world will very likely observe a sales manager inspecting and guiding sales activity with their sales reps verbally. In other words, CRM is not participating in the fundamental sales manager function of managing the team’s sales activity! Voila – millions of sales dollars are being dropped…because of too many clicks! 

The solution is for CRM to think like a manager 

The dilemma is that once a company has realized success and is going down a certain path, it’s really hard to change. Salesfore.com has gone through exponential growth and has a wide diversity of customers. Whenever they add a feature it’s really important to satisfy the widest possible audience. That must make it hard to bring it all down to solve a specific business problem for a specific user role. 

Sit in a forecast review meeting, watch and listen to the dialogue and things become very clear. CRM needs to support consolidation of information onto the user interface so that it flows with the meeting; 

1. The rep walks in the room; show that reps revenue forecast 
2. The manager and rep start drilling into opportunity status; show the high level details of the opportunity, revenue, company, contacts, products, stage, etc 
3. The manager wonders if the reps’ activity lines up with proper sales process: show the task activity associated with the opp. Ie., formally manage process 
4. The manager wants to guide the rep back in alignment with sales; enable on the spot task creation and editing so the manager doesn’t have to wonder if the rep has captured the guidance. 

The point is that these are all actions that CRM already supports, but doesn’t present. A little user interface design can save a ton of clicks..and turn them into millions of dollars! 

You can find out more about Bluetde Management at their website.  http://bluetidemanagement.com  Their flagship product, Sales Clarity gives you a whole new realtime view of the data buried in your CRM.

I found it interesting to read Bill Snyder of Computerworld put Salesforce.com CEO, Marc Benioff in what Snyder calls, “our Bozo Hall of Fame.”  He walks the reader through the drama that unfurled about a year ago when Salesforce.com began some type of talks with Zoho’s CEO, Sridhar Vembu about bringing the Zoho productivity suite to the Salesforce AppExchange.  Snyder attributes the “award” to Benioff for how the whole process went down and eventually fizzled to nothing.  What adds to the intrigue of this story is the timing of Salesforce’s strategic alliance with Google over the past year.  Though we don’t have many details from the article, here’s kind of what I’m kind of thinking went on.

Going back even a little further than this story recounts, I remember having a discussion with Salesforce back in 2006 about Zoho.  At the time, we had a Salesforce product manager and a few services guys in our office to discuss a project.  Off the cuff, I asked if the product manager had ever seen Zoho CRM.  Since he hadn’t seen it, I decided to take a few minutes and show him what I’d seen in it by getting a free Zoho CRM license.  We walked through the app a bit and honestly, we had a good laugh about just how similar Zoho and Salesforce really were, once you strip away the on-screen formatting.  While you can’t say that Zoho had nearly the features that Salesforce had at the time, it was still striking how much it appeared that Zoho emulated Salesforce CRM.  The Salesforce guys kind of laughed it off as imitation being the sincerest form of flattery.

We also found the Zoho CRM logo humorous.  Notice how the Zoho blocks are similar to the Salesforce “S Cube” logo which appears to now be retired.  And notice that the font of “CRM” appears to be strikingly like the signature logo of the company formerly known as Siebel.  What a coincidence?

Now fast forward to 2007.  The Google / Salesforce alliance gets it’s kickoff on June 5.  That alliance really started with Google Adwords and the launch of Salesforce Group Edition.  I’m going to guess that more than just AdWords talks had taken place during that year, though nothing more was released.  No doubt, talks about Google Apps were happening too 

Then, according to Snyder, sometime before Dreamforce 07, Salesforce asked Zoho to put development effort into integrating with Salesforce and offering it on the AppExchange.  Salesforce still had no office suite that was fully integrated to Salesforce CRM, so Zoho seemed to make sense.  Salesforce knew full-well that Zoho had a CRM product that would compete, but they wanted to see the office suite integration.  A later meeting between Salesforce and Zoho brought them to putting a stop to the offer to bring it to the AppExchange due to the competing CRM.  Salesforce then offered to buy Zoho out, though Zoho’s CEO refused.  Vembu wrote on the Zoho Blog on November 4 with the headline, “Mr. Benioff, Tear Down That Wall.”  Now if Zoho CRM had defined their company, I can see them being a little miffed at their flagship being absorbed (or annihilated) by a merger, but their many products defined Zoho, not just their CRM.  

Move forward to April 2008 and the launch of the full Google Apps suite, fully integrated with Salesforce.  That was a huge announcement which led to tons of possibilities and speculation.  While I know Google and Salesforce have become best pals, I wonder where that Google alliance would be today if Vembu had accepted Benioff’s offer to buyout Zoho.  Frankly, I’m glad Zoho walked away, but I wonder what Dreamforce 08 would have been like if Salesforce had it’s own office suite.

Though I can’t point to just when, I really thought I remember Marc Benioff being complimentary to Zoho in the past, on a quarterly earnings call when talk of office productivity suites came up.  Either way, now he gets to be complimentary to Google instead.

Regarding Snyder’s “Bozo” award, I can’t really say that I think it’s deserved.  Think of every corporate merger and buyout that happens.  If there are competing products in both the former companies, it’s not so unreasonable to expect the stronger one to win dominance and drive the other to obsolescence.  That’s business.  Not everyone will like it, but that’s the way it works.  Now he may be wishing that Salesforce had just let Zoho go out on the AppExchange as is.  But think about which one will drive more revenue to Salesforce.  Zoho on the AppExchange or Google Apps native in Salesforce? We know the answer, and that’s the way Marc Benioff has chosen to take his company.  Good for us.

How do you communicate with your Salesforce Users?  Email, newsletters, a “News” section within the Salesforce sidebar or Home Page?  Each can have it’s appropriate time and place, but how do you manage it all?  You want to target your message to the right teams, at the right time.  Especially when it comes to a change in process or functionality within Salesforce, you want to provide a way they can see that message easily, without having to dig too deep.  About four months ago, I bought an app off the AppExchange that has revolutionized how I communicate with my hundreds of Salesforce users.  It was extremely inexpensive and has more than paid for itself already. Here’s the lowdown on Home Tab Messaging, by Interactive Ties.

Home Tab Messaging is a set of s-controls that deliver a home page component that will house all your messages to users.  Where the power comes in is in how you can make those messages appear and to whom.  You can define an effective date and end date for your messages.  No more making a note for yourself to remember to publish a message when it’s time.  Your message will be shown exactly when you need it.  You can design your message from simple text or make it rich with HTML. You can give your users the power to delete the message from their screen, but they can always get back to the ones they’ve deleted by viewing them from the Deleted dropdown.  Finally, you can target your message to exactly who you want by adjusting the visibility of messages based on Salesforce Profiles.   Here’s how it works.

You can setup any user to be a message author with a quick checkbox on their User account.   As an author can manager all your messages in a single list.  You can then create a new message and either type away or write HTML and paste it in.  Choose the date you want the message to appear and when you want it to disappear.  Choose which profiles from the list need to see the message, and it will only be shown to those you wanted.  You can even see an Opt-Out list of users who chose to delete your message.   From a user’s side of things, deleting a message only keeps it from showing on their homepage message box.  They can easily view a deleted message again by just switching their message view from Active to Deleted.

While some people might look at this tool and just write it themselves using s-controls or Apex, the one time price-point of $500, makes it a really compelling buy.  A quick walk through the Google Checkout will get this app running for you in Salesforce in almost no time at all.  To be honest, it was almost instant ROI for me because I no longer had to write emails and figure out who needed to be included when I sent it.  The messages are shown on time and when they’re needed.  I put the Message box right at the top of the right column on the Homepage and people notice it.  They can browse the headlines and click into any message for all the details they need.  Check out the video walkthrough or try a quick demo as a user or as an admin right now.

When you travel, why is it that in spite of the fact that you want your money back quickly, submitting your expense report is not the top activity on your mind? So far, for most of us, it’s because we’ve been stuck in a tedious processes of gathering receipts, taping them to paper, inputting data on either a spreadsheet or online app, then either dropping them in an envelope to Accounting. We put off submitting that expense report because it’s not fun and we have more valuable things to do with our time.  Model Metrics just changed the expense reporting game for us though. Weary travelers, get ready for the first and only expense report app you’ll likely ever enjoy. Get ready for Expense2GO.

Starting today in the Apple App Store on iTunes (v 7.7), you can download Expense2GO, the first native iPhone expense reporting app that lets you enter expenses on the go, online or offline and sync them securely to an expense management system in Salesforce.com with full workflow capabilities.

Model Metrics has built Expense2GO from the ground up on the iPhone platform.  They utilized the iPhone camera as a part of the app and integrated the whole process back to Salesforce.com and the workflow and approvals available from the Force.com platform.  From your iPhone, you can incur an expense and literally moments later, it could be approved by your boss and you’re on to more productive work.  At initial launch, the online interface for expenses will be a non-Visualforce application, but later this summer, the full Visualforce user interface will be released.

Part of the game-changing nature of Expense2GO is how you enter your expenses. As you get a receipt, take a quick picture of it with the built-in iPhone camera. Attach it to a visit or trip, put in a note or two and hit the sync button. It’s really that simple. But to say it’s that simple really doesn’t live up to the headline I gave it above, saying that expense reporting is sexy. To understand why I say that, you really have to see the video demo and the screenshots below.  It’s really quite elegant.

The benefits of Expense2GO seem huge.

• Instantly digitize receipts
• Online and offline data entry allows you to report an expense literally anywhere
• Interface utilizes iPhone multi-touch to make data entry extremely easy
• Security is built-in and enterprise class
• Workflow is built-in, customizable, and approvals can be done through the iPhone
• Integration through web services allows deep ties to be built to your back office
• Entering an expense report is fun for the first time

The cost of Expense2GO is $10 per month, per user, regardless of whether you use Salesforce.com already or not.  Salesforce.com CRM licensing is not required.

I heard someone once say that Apple makes the sexiest looking rectangles in the world and it’s true.  Apple makes some of the simplest, yet most elegant designs in their products.  The iPhone demonstrates that and now there’s a way to leverage that elegance in a business process that nobody liked, until now.  Model Metrics is pushing the envelope with the interfaces they’ve built to Salesforce.  Along with the iPhone 3G enhancements that are breaking down barriers to corporate acceptance of the iPhone, Model Metrics is showing us that the iPhone is not just a good looking device, it can really be leveraged to solve a big problem for travelers.

To download Expense2GO, you’ll need iTunes 7.7.  Then head to the iTunes Store and search Expense2GO.  While you can download the app today, you won’t be able to run it on the iPhone or iPod Touch until the iPhone 2.0 sofware update is released on July 11.

Successforce is the mack daddy source for info you need as a Salesforce user, developer, administrator, executive, or competitor.  (OK, you need some other bloggers too)  Not a walled garden, they’ve made Successforce open to all who want to read and even contribute to the content therein.  But how does Salesforce make it easy to find what you need?

The answer lies in Google Custom Search Business Edition.  Ryan Pollock, a Product Marketing guy from Google wrote a blog post and did a short video interview about Custom Search with Salesforce VP of Developer Relations, Adam Gross.  Adam talks about how easy it was to integrate the Google Custom Search across all their pages and ensure we find what we need, regardless of what technology their assets lie on in the Salesforce back end.

Looking a little deeper into the pricing model, it wouldn’t be hard to see a quick ROI with an inexpensive service like Google Custom Search. 

Custom Search Business Edition is available in a number of plans:

• Search less than 5,000 web pages: $100 per year
• Search less than 50,000 web pages: $500 per year
• Search less than 100,000 web pages: $850 per year
• Search less than 300,000 web pages: $2250 per year

It’s good to know Salesforce sees it important to draw together all their resources for us, across so many sites.  Site searches are often neglected due to our experience of them providing us little or no value.  I wonder how many corporate websites could use a quick, inexpensive search makeover like this and see their customers find some real value from all the content they’ve spent millions producing.

Idea: Salesforce, you’ve got a “Who We’re Reading” section on Successforce pointing to many blogs, including my own.  How about adding our sites to your Google Custom Search Results?  There’s some good content out there people would get value in finding. Salesforce heard my request, and they’ve updated the custom search to include my blog and others; proof that they’re listening.  Thanks!

Technorati Tags: successforce, salesforce.com, crm, google custom search

See the sessions you missed at Dreamforce 07.  They’re starting to show up on Google Video.  About 50 of the breakout sessions are available already and more will be added soon. 

To see what’s available now, search Google Video for Dreamforce and sort the results by Date.  If you’d like to know when new videos are posted, you can subscribe to the RSS feed for new videos with the Dreamforce tag.

You’ll also find some user submitted videos of the excitement of Dreamforce as well as some footage from the volunteer project run by the Salesforce Foundation held Saturday, September 15. 

As the keynote sessions are added, I’ll be sure to let you know as they are worth a second watch.

Technorati Tags: dreamforce07, force.com, salesforce.com, crm

Today, I got to look at what I first thought was an unlikely match of my two favorite platforms; Salesforce.com and Facebook.  It’s called Faceforce and it augments your Lead, Contact, and Account data in Salesforce.com, helping you build deeper relationships with your customers and prospects.

When I first heard about this mashup, I wondered what value one would offer the other.  I like both platforms and though I use both daily, I didn’t see how one would benefit the other.  After seeing the apps work together, I understand more of the value and significance of this mashup.

How it works is you first need a login to Facebook.  Then you install the Faceforce application into your Salesforce.com org from the AppExchange.  You just need to add the S-controls created by Faceforce to your page layouts for Leads, Contacts, and Accounts.  That’s literally no more than a two minute process for all three.  Select the Faceforce application from AppExchange drop-down and click on the Faceforce tab.

The first time in, Faceforce will ask you to log into Facebook and add the Salesbook application to Facebook.  This is the hook that allows the two apps to talk to each other.  Once you’re back on Salesforce, you can Search for New Links to find people in your network that are found in Salesforce.  Once you match up your contacts to their Facebook profiles, you’re ready to ready to update Salesforce.  Before you do that though, if you have Salesforce contacts that you’d like to invite to Facebook, there’s a link to invite them into your Facebook network.  Once you’re finished, you’re ready to see more about your contacts.

Now in Salesforce, if you look at a Contact that you’re friends with on Facebook, you can see their Facebook profile right inline with their Salesforce contact record.  It even allows you to perform regular Facebook actions such as Send a Message, Send a Gift, Write on Wall, Message, view their Full Profile, and even the curious Poke. 

At the Lead level, the S-control will search Facebook for the lead and show possible matches.  If that is the person, you can link them to into the lead so you have access to all their Facebook data inline with your lead data.

At the Account level, the S-control will display all the Facebook connections you have with that company and allow you to take numerous Facebook actions, right from the Account record.

The mashup was built by Clara Shih, an AppExchange Product Manager at Salesforce.com in collaboration with Todd Perry, a software engineer at Facebook.  She did it because she too is a huge fan of both platforms, but more importantly, she demonstrated a way of mashing up two products, that were never made for each other.  Yet, as a user of both platforms, you can now connect the dots, having more information at your fingertips, inline with the applications you use everyday to build deeper relationships with your customers and prospects.

I don’t expect every company to adopt such a mashup, though the tremendous influx of new Facebook users 35 and older in the last months  have certainly taken to the concept and are hungry to build their networks.  If you’re looking for information on your customers and prospects, you can’t ignore what’s available through Facebook.

What Clara is doing with Faceforce is only going to spark more ideas of how to make use of data available to us.  I’m interested to watch what she and others do to enhance this type of integration.  We’re bound to see more like it.

I haven’t gone through nearly as many features as are in Faceforce.  If you’d like to see a demo of Faceforce, Clara provides a short Flash demo of how Faceforce works.  If you’d like to try Faceforce for yourself, you can install it from the AppExchange.  Her next experiment will see what you can bring from Salesforce into Facebook.  Kudos to Clara for helping us get a taste of the possibilities.

Technorati Tags: faceforce, salesforce.com, crm, facebook, mashup, salesbook, appexchange

Direct email marketing AppExchange gurus, Vertical Response kick it again with their sophomore release of Nuthin’ But an App Thang.  Furious Alf is joined by 2Fein and it looks like they’ve spent a bit more on the production this time.  This is well-done viral marketing.  The talent consists of Alf (Vertical Response Marketing Director) and Josh (Vertical Response Product Manager).  Make sure to watch for Marc Benioff with the boys on the front page of Billboard.com in the video.  I want to see these guys at Dreamforce and with the bling!

Check out their first release, VR for AppEx Baby.

Technorati Tags: vertical response, salesforce.com, email marketing