CRM 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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Education for corporate training and elsewhere is a big topic these days. Funding cuts in our schools and the high turnover in the workplace combined with the need to tighten our belts and refine business processes are all waking folks up to the value or improved and quality training resources.  It is proven that education in the workplace will improve efficiency and productivity and help your company or remain competitive in a global economy. These key factors are all opening the door for the Joomla Content Management System with Learning Management capabilities.

There are a lot of options for Learning Management but two top contenders in the open source world are Moodle and Joomla with the various 3^rd party Learning Management System (LMS) extensions.  There is even a "bridge" between the two systems that allows you to use both Moodle and Joomla for the same user base. CNP Integrations is one of the early adopters for this bridge on our http://www.givetoed.org  project where we integrated a host of tools for K-12 educators, parents and community leaders to collaborate and engage in conversations about the future of education and related topics.

There are a lot of tried and true systems used for traditional learning institutions and larger organizations but these are often very expensive solutions to implement. Until recently this has made them far out of reach for the small and mid size business or non-profit organization. What we have found is that by leveraging Joomla CMS (http://www.joomla.org) with LMS capabilities or Moodle (http://www.moodle.org) or combinations of both we can help deliver a reasonable scale of features and student tracking capability that puts the power of Learning Management Systems at the fingertips of small and mid-size businesses and non-profit organizations. Not only is this technology platform much more cost effective but all of the curriculum and training resources that we develop can be designed to be SCORM compliant and thus can be integrated with virtually any other SCORM compliant Learning Management System should your needs ever outgrow the platform. However, since the technologies continue to improve and scale with new features you may never need to look elsewhere.

If you are a small business training can help you deliver your products more consistently and position your company to be able to scale up or down to meet the needs in the marketplace and protect you from risk in employee turnover. If you are a School or educational institution it is important to segment your user types and track student progress.  If you are launching complex business tools on the web you need to empower your users to get the most out of your technology investments.  What this means is that utilizing the capabilities of Learning Management can offer benefits to businesses and organizations of many types and range in size. It also means that this may be a wise investment that can have short term and long term payoffs.

Since most of our team has backgrounds in education and training there is a lot of passion in our company for incorporating professional development and training as part of the value in our service offerings. We will be dedicating the Month of September as "Training Month" at CNP and moving forward you will see a lot more from us in training and curriculum development for educational products and services. We hope the articles and information that we present will generate conversation and help us find creative ways to help you engage your customers and better train your workforce using many of the cost effective solutions that we support.

If you would like to have a demonstration or more information of any of the Joomla based learning management solutions or training we can offer, feel free to contact us so we can help you assess if what we offer will fit your needs.

Additional information can be found at: http://www.joomladesignservices.com, http://givetoed.org and http://www.learningcrm.com

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Building a Joomla web site can be a daunting task if you realize all that the Joomla CMS framework is capable of. We have broken this down into seven easy to follow steps that can get you started in the process of achieving superior results with your new portal. We hope this can help ease your mind and provide a simple process and approach.

 

Step One: Defining your business goals.
The first step in this process is to clearly understand what the goals are for investing your time and money into this project. What quantifiable results do you want to achieve with this initiative and who else will be involved in the process of achieving these goals. Very much like starting any new business you want a clear understanding of your SWOT (Strengths, Weaknesses, Opportunities and Threats).

Step Two: Defining your Project Plan.
Once you have a clear idea where you are going you need to develop a stratgic plan for getting there. Project plans need to consider where you want to go both short term and long term with this project. It needs to have a focused and phased approach that takes into consideration your available time and resources over time to sustain this project. It needs a timeline and content acquisition checklists that will help you stay on target and on focuse with your priorities.

Step Three: Defining the Look and Feel.
The firs actual development tasks with your Joomla Project are to define your design and choose your template or process of implementing one. There are three key parts of a template you need to consider.
1.    Graphical design elements: Colors and style
2.    Layout options: “Wireframes” or in Joomla terms Module Positions
3.    Features and Functionality: Standards compliance, special modules and capabilities.
It is important to realize that the Joomla template is a foundation for which you will build your site and you need to consider this decision carefully. However, you can easily change templates in the future with often little effort

Step Four: Defining Content and Navigation
Now that you know how you want your Joomla web site to unfold, both from a design perspective and from a roadmap ahead you can start mapping out the intended content and collecting any graphics or generating article copy. Typically you will want to bring every page of content into an offline document that can be edited prior to inserting into your new site. Sometimes if this is a site redesign you can cut and paste from an existing site. If you plan to get the most out of search engine optimization you will want to get targeted keywords generated and pass these on to your authors for consideration in developing the copy.
Now is a good time to think about the Sections and categories for which you will organize your content and how you want your users to navigate with the best possible user experience. It is a good idea to use a mind mapping tool to define your site navigation.

Step Five: Features and Functionality
With a clear understanding of the content you want to present and manage you will have a better idea of the types of Joomla Extensions that you will need to implement this. With over 4000 extensions and the list is growing every day, you may need to make lists of the options, compare the features and review the demos and reviews before installing them on your site. Once you have narrow this down you can then test them on your new site once you get it installed. Sometimes you may find that there are not existing components that provide the features or functionality that you need. This will require creating a development spec that clearly itemizes the features you want to add to an existing extension or for building a custom extension for your site. It is a good idea to get this sorted out early in your development process.

Step Six: Installation and Configuration
Once we have all of our objectives, a defined roadmap, site plan and specific template in hand we can begin the installation and configuration process. Some ISP’s have automated tools for installing Joomla but I prefer to get the latest release directly from the Joomla.org site and to install it manually. Once Joomla is installed we go through a process of configuring this specific for your needs. Installing extensions, installing the template and setting up the parameters. Once you get the baseline of your site configured with all of the components, modules and plug-ins and perhaps a couple place holder content articles and menu items it is a good idea to make a back up copy of this and there are inexpensive extensions that can automatically do this for you.

Step Seven: Populate your Joomla web site with content.
Having a good baseline for your framework in place and backed up prior to beginning to populate content and fine tuning the configurations helps you move quickly and safely through the content population stage in your project. This is the point where we provide training or you would go through tutorials on content management techniques. Once you get this underway most of the outcome is in your hands. With a good support team that is well rounded in both strategy, branding and marketing expertise as well as the technical support and programming expertise you can increase your effectiveness through a collaborative development approach. We highly recommend that you work with a qualified team to guide you through this process. In the end it will give you a much more professional web site, better train your team and give you the technical support to get the very best value out of your investment.

Moving Forward
Joomla CMS is a superior choice for growing a solid business online. There are endless extensible possibilities and freedom to expand this as a platform for success. There are many other steps you can take to optimize your content and leverage more in-depth capabilities of the Joomla framework over time but this should get you an overview of the initial steps for getting started. With a good strategic and tactical plan you can keep your focus. In a world fill with exciting possibilities it is very important not to lose sight of your intended business results. Regardless of your web expertise, choosing a qualified support team to help you build, launch maintain your project will give you the very best return on your time and capital investment.

Be sure to visit our new http://JoomlaDesignServices.com web portal for an example of a site built using this planning process and to find valuable resources for Joomla development.

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Are you ready for your future customers?

Over the past few months I have been giving a lot of thought about who our customers are and will be in the future. What is it they want and need most? Kind of ironic sine the past three years we have been doing this and thought we finally had it nailed. Well the biggest lesson I have learned is that providing what a customer wants is a bit of a science and can often be predictable but delivering what they need is a moving target and not so predictable.

Since we work in the customer relationship and engagement space we have to not only set an example for customer experience but we have to help guide folks on ways they can use our CRBM Platform to harness theirs. I have been reluctant in the past to build "service packages" since we are a service provider and do not for the most part sell products. However, what I have found is that the number one thing our customers need is value. The question has been how can we deliver value in a way that those new to these technologies can understand while delivering it in a model that is easy to embrace.Thus we launched a series of Kick start progeams and value building initiatives. This is what our customers were asking for.

Welcome to the Value Builder Methodology:

“If you don't know where you are going, you might wind up someplace else.” - Yogi Berra 

We have seen the buzz in the CRM world to be all around building value for the customer so here are some key steps we take in our new Value Builder programs.

1. The first questions we have to ask are what are your biggest pains and what are the biggest hurdles for increasing your sales potential.
2. Then we have to clearly identify your priorities and map them to the required technologies that can increase efficiency and achive business goals.
3. Then we have to identify and configure what technology can meet the desired results.
4. Then we have to integrate the people and processes with the new technology.
5. Then we have to follow-up with alignment and support solutions designed to  help you navigate through the bumps in the road.

There are often additional steps in the process but part of the planning with this kind of Value Building Methodology is the fact we customize a specific plan for each customer.

Smaller business units will drive efficiency and change the landscape forever:

Some projects involving many stake holders require much more in-depth documentation and a more traditional approach. This slows down the process and makes the implementation much more challenging. Breaking down a horse pill into smaller bite sizes makes anything much easier to digest. One big advantage with smaller businesses or business units is their ability to respond in a collaborative real time process. This can not only significantly increase the efficiency in execution and improve the return on your investment but it can allow you to better target an action plan that meets the dynamics for your work group and untimely better service to your customers. I think as enterprises realize this and have to respond to the downturn in the economy and combined with the trends of social media dictating customer expectations you will find redefined business models that will have smaller divisions acting as smaller companies within a larger company umbrella.

The changing tide will wash surprises up on the beach.

Since well before the big melt down and shift in US politics we have been seeing some dramatic changes in the way customers are choosing vendors.

• It is harder to win loyalty
• There is a longer venting process
• Customer are in control of engagement
• They are eager to embrace next generation tools
• Building Value is key to successful relationship
• Consolidation and efficiency is in big demand
• Customers are cautions due to uncertain future in the marketplace

Greater opportunity will be there for those prepared when spending loosens and the economy gains momentum in an upturn. If you can make a solid case for delivering value and quality to your customer while providing a complete and emotional experience with your customers you will be prepared for the relationship. If you embrace and develop business processes and efficient business units that can leverage a Customer Relationship Business Management system or CRBM Platform of technologies you will be prepared to successfully respond and manage your new and existing relationships. Simply put having an aligned business strategy combined with the tools to effectively execute the strategy will be the formula for success with the customers of tomorrow in an ever changing economy.

Let’s start a conversation

The new customer relationship management wave is Socail CRM and what I  like to call "Customer Conversation Management" or CCM.  If used right these tools can be a roadmap to meet your next generation of customers. What we have found to be a great resource for gathering customer information and insight was to use social media tools blended with a CRM strategy and other web technologies to engage in ongoing two way conversations. While we all want to hear from our customers it is also important to have this conversation with your peers. The other thing to think about is the depth of these conversations since no one wants to listen to someone full of themselves or with nothing interesting to bring to the conversation.

Business is getting presonal again with the wave of web 2.0 social technologies digging their heels in. Relationships in the new social space will follow the same principles of any good relationship. Just like in a personal dating engagement no one likes a bragger and you need to start off as friends if you want the romance to live long. In a business relationship you need to make sure that you connect personally since you are doing business with people. A machine can be configured but humans need to be nurtured and responded to.

I am interested in your comments and insight on these topics and encourage your conversation.

See related blog articles and links:

• 100's of Entrepreneur and small business resources
• Integrating the People in your business with CRM Technology
• Let's talk about flat bid contracts and Value Building for Joomla CMS Web 2.0 Development
• 10 Tips for entrepreneurs and your business to beat the recession
• Leveraging CRM Software in the Small Business
• Integration of People with Technology & Acquisition of Business Intelligence
• Cheaper is not always better when it comes to hosting.
• Universal project management concepts
• Good insight from Jack Derby
• Building lists to grow your business opportunities 
• Lower risk through low cost pay as you go retainers
• 8 Bench Marks of a Great Client
• 12 U.S. Laws Bloggers Need to Know
• Social Technologies are revision in the model of power
• CRM/ERP, Joomla CMS, QuickBooks all-in-one Solution for SMB's
• Value Building Landing Pages with Lead Capturing CRM
• Info@hand "CRBM Platform" best kept secret in CRM Community
• Platform as a Service an inspired new generation of CRBM
• How important is a CRM Software Application for your SMB?
• Where do I get started with CRBM (Customer Relationship Business Management)?
• Open Source or SaaS CRM in Your Business
• Universal project management concepts
• Virtual Office Tools Save Money
• Web 2.0 boom and useful web tools

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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Short answer: Adoption

The graphic below is an example of a 5 step process used for implementing new technology. Some venders or consultants have variations on the process but for the most part this is a good guide. Missing or bypassing a step can seriously impact your success or utilization capabilities of your CRM system.

 

Training, strategy and proper implementation are key.

We have found the biggest gaps for companies implementing new complex technologies are between having a clear vision, strategy, mapped processes and how the humans are trained to integrate with the technical aspects of the applications. For example; most folks use a fraction of the features when they purchase MS Office products or other applications. They buy them for a couple very targeted capabilities. One user may use any of the suite of tools more than another such as excel, PPT or word and some may need to use them all. Most will have a few specific tasks they need to perform over and over again. However, the one time you need that advanced feature/capability... I know I get really frustrated if the right tool was not there when I need it. I also better be able to find someone who can help or some training or other online resource to help me find this feature/tool and turn it on without wasting a ton of time or it often defeats the purpose of having the tool available in the first place.

Sorting out what your users are going to need up front, setting a clear roadmap and providing the support they need over time is monumental to the success of implementing CRM solutions or any complex technology for that matter.

This seems like a double edged sword...

CRM systems are usually designed with tons of features because they are required to associate a lot of complex relationships between different types of data and information profiles. The reality is in order for any good CRM system to be financially feasible to develop it has to be versatile and adaptable since every business model and implementation is unique. Face it, these systems are just complicated in nature and it is very challenging to offer a custom business system that meets every process spec with the functionality required under the hood and a simplified user experience for non technical folks.

One of the other challenges we have found with any complex software application is that when the next batch of new features are released, often, with the new features comes a few bugs. With this comes frustration, which stirs emotions, thus making it harder sometimes for end users to get excited about the new processes or the software.

CRM is complicated by design... so is your business

Most businesses are like a complex web if information and resource associations that are then departmentalized to groups of folks performing roles in the organization. The systems have to be complex to accommodate this. It is often hard to find the right implementers that have the technical savvy to understand the complexity of the CRM systems under the hood as well as the overall required business processes this is intended to support. What this means is that not only is the software configuration different for every customer but the process in which it is deployed is also unique to the culture, participating talent and size of the organization.

Who is involved in getting this done?

I think another challenging issue may be that often folks in sales and decision makers are not in tune with specifically what the end user will need to work more efficiently. When you have a lot of people accustom to their own existing systems and processes it can be hard to get them to adopt the new systems and processes. They need to be convinced this is going to be a better process and make their job easier. This is one key reason why CRM has to be brought into any company both from the top down and the bottom up. It is also very important to maintain open dialog and flexibility across the organization so you can adapt appropriately to changing conditions.

Set your priorities, strategy first and map it... to your technology and with your people

What we found here at CNP integrations was that if we start at the first pain point which is the decision making process, we can help organizations implementing complex technologies with a proven method for getting the most out of their investment. We do this by asking the right questions up front and setting a clear roadmap for success.

I know when folks think of "consulting" they think expensive and it is the first thing they want to cut out of the budget but by far the costs of implementing CRM wrong or picking the wrong technologies to support your needs will far surpass any upfront investment in consulting or follow on training and project alignment support.

Check out our Value Builder Program and Small Business Success programs for more information about our methodology and associated services.

3 New programs to help small businesses grow and prosper http://bit.ly/tB9Md

You can also participate in our online video podcasts (Starting in mid July) where we bring experts together to discuss many key topics related to successful technology deployment and trends with Social CRM. http://webinars.learningcrm.com

Visit the new video podcast home page: http://www.cnpintegrations.com/technology/business-solutions/socail-crm-video-podcasts/

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