Microsoft Dynamics Customizations

Lauren Carlson, CRM Market Analyst at Software Advice, was kind enough to ask to share this article on our blog here.  I hope you enjoy her thoughts and check out her original post as it is a great list.

The traditional view of CRM software as a way to manage sales, marketing and customer service operations isn’t really valid anymore. Sure, the software has those capabilities, but industry professionals who actually use the software on a daily basis want more than just a generic offering. They want a CRM solution that is customized to meet the specific needs of their industry. Financial service professionals don’t just want contact management. They want a software that will help them procure new clients by identifying new opportunities. Hotel managers need more than just Outlook when it comes to building partnerships with corporate entities and travel agents.

Microsoft has partnered with value-added resellers (VARs) and independent software vendors (ISVs) to create customized, industry-specific software offerings built on top of their Dynamics CRM platform. But with so many industries with an overflow of options, narrowing things down can be a little overwhelming. After some extensive scouring, digging and searching, Software Advice, Inc. has singled out 20 major industries, providing a vendor customization for each that will give buyers an idea of what kind of offerings are out there. You can easily navigate through their 20 favorite Microsoft Dynamics CRM customizations and leave feedback in their comments section.

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Do you know what Salesforce Chatter is?

While this video is from Salesforce and has some marketing it does a nice job of explaining what Salesforce Chatter is and why it’s interesting.  Many of you may already know this but I am also betting many more do not.  Note that I have no involvement with Salesforce, just with providing useful information.

Hope you found this useful.

John

If you need help from The Lab, give me a call.

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Podcast with Michael Wu on Social Anthropology and The Social Ecosystem

Michael is a Principal Research Scientist at Lithium Technologies and spends his time focused on the dynamics of communities, the roles of influencers, and social anthropology.  Michael and I caught up to discuss how this all fits together and his insights can be heard on this 30 minute podcast.

John

If you need help from The Lab give me a call..

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A few thoughts on Luxor CRM

The Luxor CRM team reached out to give me a briefing on their company and their product set and it was great to learn more about them.  The company, founded in 2000, is located in Toronto, Canada.     They have a relatively small set of customers, around 50 – 60, ranging in size from  5 users to 3000+.

I like that they consider themselves a boutique firm, focused  more on customer success than bringing on new customers.    Their thinking is that 90% of the time CRM deployments fail due to lack of adoption (I agree) and their focus is to create a deployment plan (free deployment) and customized experience that maximizes value while minimizing adoption issues.

What about pricing?

Luxor CRM is confident in their overall solution, their ability to deliver a solid product backed up with services and support to make their customers successful.  They offer a month to month option (no contract required) and see most of these customers convert to a standard contract.  The month to month option speaks volumes and I am hoping to see many more vendors embrace the flexibility this offers customers.

Deployments

As with most CRM systems, fields can be added, fields can be hidden, languages, currencies,and date/time formats modified, and so on. During the deployment process the Luxor CRM team works closely with a customer-designated CRM admin.  This process, which I like, works well as it trains the customer on how to support their own system and it educates them on the types of customizations that are possible, leaving the customer better educated when they “go live” with the system.

Logging in

While Luxor CRM is a web-based application it is modelled upon the Windows desktop.  As records are opened they can be minimized to a task area at the bottom of the page, allowing easier multi-tasking within the CRM system. This was one of those special features that I really liked.

The out of the box home page is built to show you what you need to know.  Tasks that are due now are right in front of you and, for sales people, a nice quota meter (using the standard gas gauge control) helps you, and your managers, know how you are doing.

While the primary focus for the solution is sales they are seeing good traction in the restoration market (think insurance companies, car repair, etc..) and have a support module for those that are looking to leverage the solution for their customer service needs.

Adding Leads

There are three ways to add leads to the system:

  • You can add them manually through the CRM’s web interface.
  • Web to lead.  This model, which you find with other systems like Microsoft Dynamics, Salesforce, and others, enables you to add code to  your website’s forms to capture user information and automatically push that form data into the CRM system.
  • Bulk import.  Data can be bulk loaded into the system through CSV files.

Luxor CRM is flexible enough to model your sales process and leads.  As leads are added and converted into opportunities they will follow the process you have defined.

Reporting and Alerts

All fields can be reported on and customers can create reports and dashboards easily.  Alerts can also be created, based upon customer-generated views, to keep users up to date when they are not logged into the system.

Architecture

Luxor CRM is a web-based SAAS solution, built on the Microsoft technology stack.  What is different, from many systems, is that customers can choose to accept, or skip, new features.  Features are always released to all customers as disabled and, after the  customer has a chance to review the new features, they can decide if they need them and want to enable them.  This ability is one of the most exciting pieces of the application as it focuses on giving the customer and flexibility to avoid burdening their users with features they don’t need (which always leads to confusion and frustration).

Overall I feel that Luxor CRM is a solid CRM choice for your business.  While very similar to the dozens of other CRM products on the market today their focus on adoption and customer success means you should consider them when talking to vendors.

John

If you need help from The Lab, drop me a note. If you would like to view more case studies and interviews, or just want to read about The Social Ecosystem, click on the links and let me know your thoughts.

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The Social Ecosystem and The Old Spice Guy

This is not another analysis of the Old Spice Guy campaign.  At this point, if you haven’t formed your own opinion you’re not interested and you will not be swayed by my thinking on the topic.

The point of this post is that I have seen more discussion about what class of marketing/pr/CRM/advertising/you-name-it that this campaign falls into.  If you look at posts like this one from Wim Rampen,this one from Harish Kotadia, PHd, and this one from Prem Kumar you will see little discussion about the effectiveness of the strategies and tactics and instead see a debate about if this campaign is Social CRM, Social Media Marketing, Social Marketing, Public Relations, and on and on and on.  At best we have a lack of clarity about these concepts, at the worst we have an industry-wide confusion made worse by:

  • Lack of clear and agreed upon definitions.
  • Lack of agreed upon guidance and “standards”.
  • Vendors who are promoting Social CRM solutions with little clarity about how these solutions really fit any core set of definitions and capabilities.

Organizations and individuals simply want to find clear pathways for reaching their goals.    They want consistent language and terminology.  They want easy to understand strategies and tactics.  They want case studies they can learn from and use to justify spend to the budget holders.  They want to understand how their Social Organization can best interact with their Social Customers to meet their goals.

In short….  They want The Social Ecosystem.  Join me and The Lab as we explore and weigh in on where we fall short.  Together we can make sense of all of this so that you can do the one thing that matters most to your organization…. Reach your goals.

John

If you need help from The Lab, drop me a note. If you would like to view more case studies and interviews, or just want to read about The Social Ecosystem, click on the links and let me know your thoughts.

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The Social Ecosystem: Great overview, so what?

Through the opening posts in this series we have explored concepts like The Social Organization, Social Units, Social Customers.  While useful, so what?

My belief is that 75-80% of what organizations are trying to do with social media is common.  Yes, common.  80% of the strategies, the tactics, and clearly the tools, used by the State Department are common with Best Buy.   The same is true of your local coffee shop and your local town government.  The remaining percentage, that 20-25%, is market and organization specific. 

With that in mind The Social Ecosystem will help with the following:

  • Building a common language that all organizations can use.
  • Building a common framework, processes and templates, to enable any organization to use common sense approaches to meet their goals.

Most organizations in the world today are struggling to understand if it is time to “go social”.  Most proponents are struggling to make a case, lacking answers to such simple questions as how it will help their organization to meet their goals.  In my next post on The Social Ecosystem we will begin by discussing the business case, how to put it together, how to define real ROI, how to sell the concept.

Stay tuned.

John

If you would like to view more case studies and interviews, or just want to read about The Social Ecosystem, click on the links and let me know your thoughts.

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Attributes of the Social Organization (Part 1)

Before we explore the attributes of the Social Organization it is important to first answer why we need a new model…  Why don’t solutions like Social CRM, Government 2.0, Social Relationship Management, Enterprise 2.0, Healthcare 2.0, Education 2.0, and others suffice?

While all of these strategic systems have much to offer they all fall short.  The new view, the new system, must recognize the commonalities across organization types, organization sizes, and across geographies.  There are too many silos forming within these so-called open systems that the opportunity for us to build a common language, a core set of strategies, becomes impossible.  For example:

  • Social CRM looks externally and is a system focused on businesses, mostly enterprise-level.
  • Enterprise 2.0 looks internally and is a system focused on businesses, mostly enterprise-level.
  • Government 2.0 is not as well-defined but does look both internally and externally.  It focuses on the public sector only.

The Social Organization recognizes that:

  • A large percentage of the strategies, processes, policies, and tools are common across organizational types, organizational sizes, and geographies.
  • That there is a great deal of lost productivity that results from organizations and industries attempting to define what others have already defined.
  • Social Media has affected how customers in some sectors buy products/services and in some sectors has already affected how the customer conversation is taking place. 
  • In other sectors and geographies that Social Media has had no impact and may not have an impact for many years.

Lets be honest.  All organizations are social in the sense that they interact with customers to some degree. Your town government delivers law enforcement services, restaurants sell food, my blog delivers content.    In the simplest of terms:

The Social Organization will use standard approaches that make it easy for customers/citizens to find and buy products and services while enabling the organization to meet their goals.

Simple, right?  When we return we’ll begin exploring the attributes of the Social Organization, more soon.

John

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Chatting with Carol Spencer, Web Manager for Morris County, New Jersey

This past weekend I was listening to Government 2.0 Radio and the guest was Carol Spencer, Web Manager for Morris County, New Jersey.  Carol brings some truly unique insights to this role based upon her past roles as an elected official and multiple years spent in Marketing at IBM. I followed up with Carol after the show and here is what I learned.

Q. What is your  role in local government?
A. I am currently the Web Manager for Morris County NJ. This position is located in the Information Technology Division of the Department of Information Services (DIS). Our Public Information office is also part of DIS so there is a significant interaction / cooperation between the PIO and me.

I served in elected office for 10 years, having been elected to the Town Council in Denville NJ twice and also to a four-year term as Mayor. Prior to that, I was a Marketing Representative with IBM for 11 years.

Q. How did you convince your local government to move forward with social media? Did you make a business case?
A. I’ve learned from experience on both sides of the table that when an opportunity arises to make your case to elected officials, it’s important to be fully prepared. So, I studied social media. I set up Facebook, Twitter and YouTube accounts for myself so I would understand each application. I read about various tools and tried them out on my own accounts, evaluating which worked for me and which would work best for the county.

And, I took the initiative to set up a Morris County Facebook page without publishing it. I set up YouTube, Flickr, Scribd and Twitter accounts but didn’t populate them with any content. My office designed backgrounds and branded everything before formal launch. This accomplished two things. We were able to capture MorrisCountyNJ as our name in all social media and we were to launch immediately (literally within an hour) as soon as we got the nod from the governing body.

New technologies need to be sold to elected officials, so an effective business case was crucial to getting a positive response. Social media statistics were a big part of that case. Pew Research and other evaluative studies show that government is reaching fewer and fewer constituents with traditional media while use of social media is skyrocketing. I had monitored other government FB pages for examples of interactions to dispel fears of ‘government bashing’. Most importantly, though, I compared the comment / response timeline of an angry constituent writing a letter to the editor in a local weekly paper with an angry constituent writing a comment on Facebook. I reminded them that, in a newspaper, some would see the letter but not the response the next week, leaving people with a bad impression of the elected official. Some would see the response and not understand it because they hadn’t seen the original letter. BUT, on social media, everyone sees the original comment AND the elected official response, PLUS the response is immediate, not a week later. And, I asked “Wouldn’t you rather know what people are saying about you and have the opportunity to respond than to know they’re talking about you around their dinner table where you do NOT have the opportunity to respond?”

They understood the positive benefit presented by social media to increase their awareness of public opinion / commentary, to immediately respond to an issue, and to have that response connected with the original comment / complaint.
When selling, it’s important to make a long list of benefits and then select the benefits you anticipate will match the concerns of the buyer. My buyers were originally my direct management and then the elected officials. Immediate response, broad demographic reach, and low cost communication were the three benefits I chose when presenting my business case. While I used a PowerPoint presentation rather than a written document, I had really thought through what I wanted to present and the points I wanted to make when given the opportunity. And, of course, I fell back on that great IBM sales training of ‘feature – benefit – reaction’, followed by addressing objections and asking for the order.

Q. What processes did you put in place to enable going social?
A. We only have two people in our web group so adding social media to our repertoire was going to be difficult unless we found a way to automate it. After evaluating various tools, I went to the white board in our office and drew how I wanted it to work. It took some trial and error, but we’re now poised to update other social networks easily through our use of ping.fm. (I’ve attached a diagram of our process. It looks more complicated than it is. When I do presentations on our “automation”, I break it down piece by piece.)

Q. How did you go about tool selection? What tools are you using?
A. We currently use Blogger, RSS (Feedburner), Hootsuite (for scheduling tweets and allowing multiple twitterers for one stream), Facebook, YouTube, Twitter, Scribd, and Flickr.

We have created a page “Social Media We Use”.

We have created a “Learning 2.0” website.

Q. What social communication policies have you put in place?
A. Morris County has very recently established a Web Advisory Committee. The Policy subcommittee is currently reviewing draft social media policies. I had written policies last year that were not formally adopted. With a WAC now in place, it will review those policies and provide recommendations to the governing body. We’re creating both policies and guidelines.

NAGW has participated in conference calls with NASCIO (National Association of State CIOs) so that we’re involved in the work being led by that organization with respect to Social Media vendor Terms & Conditions. Changes were made by several vendors for the Feds, but not for State and Local users. This is an important, but as yet unresolved, issue for all local and state government social media users.

Q. What level of participation do you have from local employees and local politicians?
A. We’ve been meeting with departments and agencies, teaching them about social media as well as exploring the types of information they should consider publishing via social media. We have departments send information to us, at this point, and we write the tweets. Our Office of Health Management, Morris County Library, and Municipal Utilities Authority currently write their own tweets. We retweet from those agencies as well as the Morris County Visitors Bureau and TransOptions (traffic advisories).

Our “politicians” are very pleased with our social media use, and we’re looking at other ways to use it. We are in the process of designing a system where municipalities can enter emergency road closures and similar information via Hootsuite that will be aggregated into one feed on the Morris County website.

I’ve also presented to Morris County municipalities and school districts at a “Shared Services” forum to help educate Morris County local governments in social media use.

Q. Do you measure ROI today? If yes, how? What have been the early results?
A. We do not measure ROI in dollars. We measure twitter followers, FB fans and Scribd subscribers. Our Twitter followers have grown faster than FB fans. We’re well over 800 Twitter followers and have just shy of 350 FB fans in just over a year. We were surprised at the number of Scribd subscribers (more than 70) since this is a broad-based document publishing repository.

One of the problems in engaging conversation on our FB page is the lack of a back up solution. By posting the same thing on FB that we post via Twitter, we can comply with records retention laws by backing up Twitter. Once there is an effective FB ‘Fan Page’ backup solution that grabs entire threads, we’ll begin creating more ‘community’ and engaging citizens in more conversation.

Q. Any great stories from the real world to share?
A. We received a DM just prior to the November 2009 general election asking us to include GPS addresses for each of the polling places. GREAT idea and we did so, publicly thanking the twitterer for the suggestion.
NAGW is clearly focused on providing local government employees with information necessary to successfully communicate via the web and social media platforms.

Q. In your experience where are people most often confused when delivering social media solutions?
A. The greatest confusion lies in understanding how social media works. The greatest barrier is fear of privacy. The caveat on both of those is that my opinions are from interactions with peers in the 40 to 60 year old age group. And, they tend to learn one application and stick with it, not grasping that the use methodology is the same from one to another. I also don’t find as many folks in my peer group using YouTube or Twitter. I’m always surprised that they’ve never heard of Hulu.com! Facebook seems to be the jumping-in point. I suspect that will change as more of my peers get used to using these tools and figure out that they can apply the concept of one to many others.

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Noteworthy: Zuora and the Subscription Economy (via Beagle Research Group, LLC)

Denis Pombriant is someone who consistently provides great information and insights. When I saw this post about the subscription economy I felt that it was worth sharing as this is a direction we are clearly headed.

Let me know what you think.

Zuora is touting a new idea called the subscription economy.  It’s not radical and others might have had the idea before but I was not aware of it.  The subscription economy is just what it sounds like and it reiterates the reality we see all around us.  Today, the company announced the release of its flagship product, Z-Commerce for the Cloud, at GigaOM’s Structure 2010 event in San Francisco. Z-Commerce for the Cloud targets the growing market … Read More

via Beagle Research Group, LLC

Juniper’s Mobile Community demonstrating great early results

You may recall that I chatted with Juniper Networks back in April to learn more about the new mobile community they had just launched.

Also, if you were at my presentation at Parafest ’10 you may recall that I shared stats similar to those above.  This report, run on the NetMarketShare web site, shows the devices people are using to browse the web.  As you can see,  mobile browsing continues to rise in terms of the overall percentage of web browsing, nearly doubling from October of last year (82% for the math gurus in the room).

How does Juniper compare to the rest of the world over the same period?

Well, mobile traffic to Juniper has climbed from 0.5% of all traffic to 1.5% of all traffic, 300% increase in terms of its part of overall traffic.  Even more impressive, the other major metrics have taken off since they deployed their mobile community.  These comparisons are against last October’s traffic numbers.

  • The average mobile visitor now spends 121 seconds, an 86% increase.
  • The average mobile visitor views 2.9 pages per visit, an increase of 81%.
  • Bounce rate showed a decrease of 22%. 

Juniper’s mobile visitors are clearly finding tremendous value in this new offering.

I am going to stay in touch with Juniper as they continue to measure and tweak their mobile community.  In the mean time, step back and ask yourself if your community can benefit by providing robust mobile solutions to your customers.

John

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