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Customer Relationship ManagementEvery couple years our family ventures back to my wife Sony's native country of Brazil. When we do this it always offers an outside looking in perspective on what we are doing at CNP and gives me a chance to reflect on the things we should be focusing on to ad value to our customers. I am often making comparisons between the many cultural differences and observations about the many similarities . My analogy is that it is the same ice cream with slightly different flavors. Our second home in Navegantes SC is a community exploding with tourism and the people come from all parts of Brazil to vacation there. In some ways it is a step back in time since there are a lot of local folks that have not caught up with use new technologies since this grew out of a fishing village. Many of the visitors are well in pace with the trends of globalization so this makes for an interesting perspective on how technology is getting integrated in to the commerce and culture here. It makes me remember the importance of human relationships and something we should never lose in our engagements with customers or friends and family.

One interesting example of this community is when I wanted to purchase a used bicycle and was asking a group of older local gentlemen for directions to a place that would sell me a good used bike, since a gringo on a new bike stands out and I just want to blend in and relax a bit when I am here.

The response was... "go up the road to Edwardo's place and ask anybody" since everybody knew the guy that sold used bikes. Well I think you can get the idea here that these directions implied first the value of reputation since Edwardo's place was just an ordinary house of someone respected in the community. It emphasizes the importance of gaining the trust and awareness of real people in your community since it is often how others will navigate to your business. In a virtual web world this is kind of like saying "go to Google and type in "XYZ" then read the comments of others for direction".

I will be the first to admit that I am a bit of a geek and I like my techno toys/software and all of the magic they can do but one of the lessons I take from this is how important it is to not get distracted by all of the "cool" technologies we have and lose sight of developing real relationships in the right circle and community of your piers.

The priority should always be the relationship and the technology should never get in the way or distract from nurturing quality relationships.


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Social CRM timelineCRM Timeline tells how we made it to Social CRM

This past week I was contacted to review a CRM Timeline. This timeline covers many of the high points in the evolution of CRM and is very interesting for a general overview of the evolution of CRM (Know more now as Social CRM) as an industry. One of the recommendations I made was to include the open source movement for CRM that really began with the SugarCRM project. Since projects like Joomla! CMS have help to pave a way for open source and the adoption of Social Technologies for small businesses so too has the branch of SugarCRM called info@hand and it's powerful integration with the Joomla! CMS. This combination is an ideal solution for Social CRM or as we affectionately call it "Social CRBM".

Discovery of the Info@hand CRBM

Our company CNP Integrations jumped on this bandwagon of "CRBM" (Customer Relationship Business Management) early on just as Sugar was gaining momentum and generating buzz in the open source community. After using the Community edition of SugarCRM we found that it just did not have a complete solution so we started exploring other options that were more inclusive. It was then that we found Info@hand CRBM which  has more features useful for business management rather than just salesforce automation and it seemlessly integrated with Joomla! CMS.

Since this new CRM system integrated with Joomla! CMS as a frontend customer portal solution and I was already on my was as an evangelist for this amazing new platform, I quickly grabbed Michael Whitehead's book "Implementing SugarCRM" and a few others including Paul Greenberg's' "CRM at the Speed of Light" and I set out to become "An Expert". Well the journey I found to be quite significant and I will never gain the depth of knowledge a CRM guru like Paul Greenberg has, but I was able to become a power user of the info@hand CRBM platform and found that our experience was worth sharing with other customers to offer extended support as a VAR partner for the info@hand CRBM. Support for Info@hand was a natural addition to our portfolio of services to the Joomla! CMS community since we already had this expertise.

One great integrated platform is a lot to keep track of

Well that was four years ago and though the CRM timeline introduces the birth of SugarCRM they did not include the birth of the Info@hand CRBM solution in this evolution as they rightly should have.  Folks like Paul Greenberg have been keeping track of the massive complexities and ongoing growth and transitions of the overall CRM industry while we have been closely involved in the specific evolution with info@hand CRBM as a VAR partner.  Believe me, I do not know how Paul does it since we have our hands full with just staying on top of one mighty platform and what we believe it is by far the best choice for small b2b and b2c businesses that use Joomla CMS!.

Keeping Pace and Stride with the big players

We have watched a significantly smaller well focused development group at the Long Reach Corporation combined with a dedicated user group and partner network surpass products with big money behind them.  While many of the CRM platforms like Salesforce which have significantly deeper pockets both for   development resources and marketing, the Info@hand CRBM platform has been steadily growing in features functionality and stability to offer a competitive edge for features but significantly lower cost of entry for small to midsized business enterprises. With the gigantic buzz around Social technologies and "Social CRM" Joomla was the perfect marriage for info@hand since Joomla Now has one of the best platforms for building out Social Communities.

Time fly's when you are building any business

This has been a fast passed path and keeping up with the comparisons has been a rather time consuming process we are not always able to keep up on documenting but every time we do we see Info@hand clearly taking strides over their peers.   In our own info@hand timeline, we have seen the evolution of integrations with QuickBooks, Microsoft Outlook, and eCommerce transaction management (Sync with Virtuemart Shopping Cart System for Joomla! CMS) with inventory, shipping, and ERP functionality. Integration with DimDim conferencing and GoogleDocs, Calendars, event, email campaign and subscription management and much more...  Perhaps someday we will have the spare time to gather our own timeline and present it but for now we are just happy this platform delivers such robust features with a fraction of the overhead costs.

"Surf's up"

One day very soon this best kept secret of the Info@hand CRBM with Joomla! CMS is going to catch the right wave in popularity with the big boys and we will see small businesses flocking the call out of "Surf's up for Social CRM"

Drop buy http://www.learningcrm.com or http://www.crbm.net or http://www.joomladesignservices.com to dig into this a bit more.


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Waking up to Social CRM and the "Conversation"

I wrote a piece a while back about Customer Conversation Management or "CCM" which is really the essence of the new CRM 2.0 and now getting the label Social CRM. Regardless of the term you prefer to use to describe it the reality is that the customer is in charge of the engagement these days since they now have so many choices and your competition is global. I have plenty of blog articles here that further explore this concept but when I found this video, I had to put it up since it hits the core of the problem many companies have today with their customer engagements.

http://www.youtube.com/watch?v=pM7ZaamZzDA

CNP Integrations has a proven process for succesful Customer Relationship Business Management and CRM 2.o or Social CRM implimentation. 

 If you have customer relationship pains and need consulting or technology solutions let's begin a "Conversation".

:-)


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Social CRM ConsultingBuild Value by following a success program and planning carefuly

I have been following the ITtoolbox.com discussions lately and ran across these comments below. It reinforces much of what we have learned and why we have designed a consulting practice around our Value Building Methodology. Notice the date of these articles. In other words this is not new information but folks are still making the same mistakes nearly 4 years later.With the new Social CRM and social technologies that we have to now integrate into these systems it is only going to get more challenging.

 

Invest in good training, support and consulting to align your initiatives

To implement CRM effectively it often takes an outside consulting team to help plan, execute, train and align an organization's people and processes with the technology. Thinking you can just buy some software that an ambitious CEO or IT manager likes and that you can  implement it without a full support package from a qualified consulting firm is a path for disaster. It tends to be a rather expensive proposition on so many levels when you do not invest in the right balance of consulting with your technologypurchase. It is a myth that one you purchase the software and turn it on that your investment is over. This will become a paridigm shift in most cases for the way you do business and will continue to evolve over an extended period of time.

Open Source solutions positions you for future needs

This is one of the reasons we like solutions built off of an open source code base. The cost of entry on the software is much lower so you can get more implementation resources and training for the same investment while not being held over the barrel on the software should you want to modify the system to meet unique requirements down the road. Many of these requirements you may not even know you need yet.

Full Article:
Disclaimer: Contents are not reviewed for correctness and are not endorsed or recommended by ITtoolbox or any vendor. Popular Q&A contents include summarized information from CRM-Select discussion unless otherwise noted.

1/24/2006 By ITtoolbox Popular Q&A Team for ITtoolbox as adapted from CRM-Select discussion group

1. Adapted from a response by Vladimir Stojanovski on 1/20/2006

Here are a couple from my list:

1. Medium-size company wanting to facilitate revenue growth purchased SFA software without any sales strategy. They expected that the software would make their life easier. As most SFA software, it came with its own pre-packaged best practices, which did not fit the company's processes. The implementation dragged out as the company realized that they had to re-examine their processes.

2. A large company purchased call center software to address the growing backlog of thousands of unanswered customer emails. After the software was implemented, training followed. During training, the users scream: we can't use this system, we won't use this system. Two reasons: first, same as #1, little effort was made to align process to packaged functionality, and second, no effort was made to engage the users and build champions among them.

3. A fast-growing company with a solid CRM strategy purchased and implemented SFA, Call center, and Marketing automation software. They did not, however, consider the importance of data quality in the beginning. The Result: reports could not be trusted, pipeline and trending was worthless, and the project went through a major crisis until these issues started getting addressed.

After a number of years, the company in #1 has abandoned the original SFA software and opted for a more simplistic and less costly solution from an SaaS vendor. The company in #2 has taken a step back, re-examined their CRM strategy, re-mapped its processes, and rebuilt most CRM components. The company in #3 has continued building upon the described solution, overcomming the initial data quality issues.


2. Adapted from a response by Nic Harvard on 1/20/2006

Outside the scope of pure CRM systems, but within the scope of business-critical systems, plenty:

All boil down to:
1) Rubbish needs analysis
2) Rubbish solution analysis and selection on top of poor needs analysis
3) Poor end-to-end implementation, with little outcome-based assessment of the implementation team (with a serious stress here on training and external change mgt)
4) Zero, or poor metrics in place to measure success, not only before, but during, at time of go-live, and for 12 months minimum after.

The key points are 80% point one, and 20% point two. The third and fourth are merely confusing factors, that while important, could not *really* (other than in a completely dysfunctional org) exist without the first two.


3. Adapted from a response by gvertucci on 1/22/2006

CRM implementations fail for three reasons, and it all boils down to Human Nature! If a business owner can overcome these three things, CRM will pay for itself rather than be a huge expense.

1) CRM implementations live and die by its EMPLOYEES acceptance... PERIOD!! If the user refuses to use it, IT BECOMES AN EXPENSE!!!

2) Not only is there no BENEFIT for a user to learn and use a CRM application, it's actually a DETRIMENT for an end user to learn and use a CRM application!!!

3) If you encounter a businessman who is looking to purchase a CRM solution, regardless of price or company, they should be able to answer, INTELLIGENTLY and TRUTHFULLY, this one simple questions... "How will your EMPLOYEES benefit from learning and using a CRM application?" If they cannot, they will LOSE MONEY ON THE PURCHASE. Let's see if they can actually ENFORCE the use of a CRM if their sales department is under the impression that it will help line the pockets of the CEO/OWNER even further while THEY have to work harder with no
compensation to learn and use it for that purpose.

See related blog articles and links:

You can also visit our blog home at www.cnpintegrations.com/myblog/ for regular new posts.

For more information about the CRBM Platform and other educational resources be sure to visit: www.learningcrm.com

 


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Joomla ConfigurationConfiguration of Complex Joomla CMS and CRBM Platforms

Joomla is a powerful framework for delivering Complex web portals. With over 4700 extensions and counting, the largest developer network in the world and the most user friendly interface has made the award winning Joomla CMS the fastest growing open source CMS project perhaps in the world. With millions of users and enthusiasts from all around the globe and a low cost of entry this is quickly becoming the dominant content management system (CMS) for small businesses (SMB's) and even larger enterprises and institutions.  We compared Joomla vs Drupal and Joomla vs Wordpress which are other worthy technologies but Joomla seemed for us to be the best overall platform for recommending to our customers. As Joomla integrators and Joomla Component Developers we deliver complex Joomla configurations for a wide variety of customers. Joomla is a perfect framework for the micro small business owner that needs training and mentoring to work independently on building their web empire as well as the small business enterprise with complex Joomla configuration needs. 

There are several layers in deploying a Joomla CMS project.

  • Planning and content architecture
  • Template Design and graphics
  • Components and Configurations
  • User experience
  • Customer Programming
  • Legacy System Integrations
  • SEO and Marketing
  • Joomla User Training
  • Ongoing Technical Support

Just to name a few... With any technology there are different points of entry depending on the experience and technical aptitude of the humans interacting with the system, the technical and business process requirements and the overall dynamics of the organization implementing the particular solution. We (our CNP Consultants) try to help folks "Get the most value out of their technology investment". Yea you will see this in our marketing but this is much more than hype. Value can be the key to success or failure.  Among the biggest mistakes we have seen folks make and even made ourselves are:

Common Mistake #1

Just because you can do something with technology does not always make it practical.

I have personally implemented many powerful tools that accomplish their intended functionality but they actually never get used to their full potential by the end customers. While these were fun for us to build as developers and to see something cool that works, it did not really serve any of us well since our clients customers do not use them and thus they have a significant investment they are net getting a return on and thus until this first investment is paid for they are not all that excited to engage us to build more stuff.

The key here is determining first the business priorities of the project and then making sure everyone is listening to the needs of the end customer or user. Hey sometime folks build web tools just for themselves. I know I often post blog articles with a lot of links I want to not only share but also refer back to and we put plenty of tools online that we want to use ourselves as much as we want to and share with our customers.  Just make sure you are clear why you are doing something and assess if it is going to deliver the right return on your investment.

Stay focused on what your customers are saying and what will yield the greatest return.

Technology implementation can be a never ending pit you throw money into, something that my father used to say about owning a luxury boat. If you are building your site for the shear ego of having a beautiful site with all kinds of creative features and functionality, have at it and of course we love to work with entrepreneurs with big ideas. However, like any relationship and any good investment a long term strategy is often much more practical. Our consulting customers get good advice about products and services that can grow their business or allow them to continue to get value from their investments. I have seen folks to often go for a quick sell and end up with dysfunctional customer relationships that ultimately cost more than the profit you made in the first place. Ask yourself many questions including "Is what I am doing today going to matter a year from now"? If you ask the right questions up front this can help you get the most out of your initiatives.

Technology is a moving target

One of the many reasons we got behind the Joomla CMS project as a core competency was because it was open source which offered freedom and scalable options for solving the greatest amount of business problems.  We took the gamble from the trends in the market place that Joomla would continue to grow with features and stability and that the developer community would continue to be attracted to the Joomla framework thus building more confidence in the market place. With a scalable platform that is built on open source code for use was great since we wanted to work with technology that sold itself and that we could support and expand upon it to meet the needs of the types of customers we wanted to attract.  Any kind of dynamic web portal project is a moving target and often needs to change course in mid stream. You have to keep good forward momentum yet listen to the trends in the marketplace so you can sail into the wind effectively. An innovative and scalable open source platform like Joomla is a perfect foundation for meeting this challenge.

But wait there is more...

A couple years ago, after a good year of working with Joomla we were looking for solutions that could actually help us build an all-in-one web based framework for managing our business in a Virtual Office Environment (everything accessible on the web). This is when after trying and implementing several CRM and project management tools ranging from SugarCRM to MS Project to SharePoint we found Info@hand CRBM. This was the perfect platform since it was open source code base and integrated with the Joomla CMS and QuickBooks. Now after 3 years of connecting the dots we have a powerful web infrastructure with "Complete transaction life cycle management" and "Customer Relationship Business Management". Very very very cool platform... we love it and so do many of the customers we have introduced to it. Though this system is also wired up with the DimDim.com conferencing and collaboration suite it also fills many gaps in client customer collaboration. These types of regular new innovations continue to add low cost of entry tools and value to the small business.

Sounds complicated but it is also very simple if you have time as your friend

What we have learned as "early adopters" is that there is much more to it than the technology if you are going to be successful. Complex Joomla Integrations are getting simpler as this platform evolves. The old carpenters saying get the right tool for the right job is very good advice.  Since there are so many tools now in our toolbox and we fully understand how they all can work together I know I can start talking about it and it does not take long to get that "deer in the headlights look" from a prospect. The trick here is making sure we establish a clear roadmap and strategy for implementing technologies that will bring the greatest reward to your business and value to our customers. This takes time and effort to get it right and should be done early on in your process.

Common Mistake #2

Just because you have the technology does not mean you should implement it.

The second most challenging aspect of implementing a complicated project is the thought process of "let's do it all at once".  I have often had clients that want to load up their sites with a ton of components and then they want to throw these new features out to their customers or workforce all at once. Well this is a huge horse pill that never gets swallowed. Hate to say it but until recently I have been guilty of this myself. There is a fine line between "Build it and they will come" and "Here take a bite and let me know if you like it".

Remember this is all about relationship management

I remember back in my days of dating that it only takes one or two words to "turn off" and scare someone away. Essentially this is a similar process we go through for attracting customers. While you want to make sure what you are presenting is honest and has substance you do not want to overload, overwhelm folks with more information than they are particularly interested in at the moment. You also want to put out information and web tools in a way that they want to have them presented. As in listen well and be a good conversationalist. Such is the case even more now with the Social Technology boon. I used to say "it is not hard to fall in love since people are impulsive by nature but the real challenge is falling in love with the right one". The same is true with technology. It can be easy to get excited about some new features and want to add them right away to your site just because they are cooler than the site next door. However,  every time you push something new out it may distract or turn off your customers.

In relationships of any kind they are best nurtured over time. Deploying technology is a complex multi dimensional relationship. Moving too fast has greater risk of failure for everyone involved. You actually have several relationships and processes that need careful consideration over time:

  • Solutions: Customer Needs - Business Process Need - Technology Implementation
  • Relationships: Vendor Teams - Client Teams - Customers

In Conclusion work smarter with a good plan

Plan carefully and gather the right information about your customers and how technology can get you the best results as it relates to your business strategy. Make sure you deploy solutions over time with good the right vendors and the right customers. These systems have enough complexity that you have to really keep your eye on the ball or you can and will often times fail. None of us want to waste time or money and the wrong decision in this economy could cost you business. Before you travel anywhere it is a good idea to get directions, a map or invest in a GPS. Why would you not want to invest in good quality consulting to help guide you along the path of implementing technology?

 Joomla Roadmap and Planning Guide

Value Builder Methodology

We have since built consulting practices to address these two common mistakes folks make with complex technology implementations. Yea sure we have to be geeks and able to wire all this stuff up and yes we do this well but the trick to getting value out of your technology is much more that the groovy tools we can dish out.  With a few exceptions, most of the technology these days is all ready built and what that means is there is a greater need for configuration and being able to map the humans with the technology in a way that will allow you to stay focused on your priorities. Just start asking yourself questions like: What actions will give the best long term results? What will put out the fires of tomorrow before they start? How can I make this profitable to my company and add unique benefits to my customers?This should help get you on the right path.


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Our core team of service and support technicians, configuration specialists, project managers, Sr. CRM Consultants, creative content designers and subject matter experts all share a common thread with our "Value Builder Methodology".

  • We make sure the chosen web solutions align with your top priority business goals.
  • Our proven integration process assures expectations are realistic and clearly defined.
  • We are committed to deliver Superior Value and Return on Investment

People, process and technology all have to live in harmony.Whether you are implementing a complex business management platform, a simple web site or e-commerce portal they all must target your intended business goals.

Testimonials...

“Throughout the past year, I have had the pleasure of working with several members of your staff as we designed our corporate website. Each associate displayed a high degree of integrity, responsibility, competence and ambition. Their good judgment and experience ensured a logical and practical approach to our endeavor which resulted in the completion of our project ahead of schedule – exceeding our expectations.

The services which CNP provides are a force multiplier for any organization, and I am happy to give them my wholehearted endorsement.”

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We provide the following joomla services:

  • Joomla Business Website Design and E-commerce Portals
  • Joomla Custom Design Templates
  • Joomla Custom Modules Development
  • Joomla Custom Components Development
  • Joomla Design Integration
  • Joomla Module Installation
  • Joomla Custom Modification and Customization
  • Maintenance Work for Joomla Portals
  • Enterprise level implementations
  • Multi-site E-commerce projects

Joomla Content Management System Unique features:

  • Enterprise CMS (ECMS)
  • Website CMS (WCMS)
  • Document management system (DMS)
  • Mobile CMS
  • Component CMS
  • Thousands of Joomla Extensions
  • Ease of use for non technical users
  • Global development and support community
  • Learning Management System (LMS)
  • Adaptable to virtually any industry
  • Extensive template catalog