Archive for the 'Conferences' Category


The nature of just what defines “CRM data” is changing. It would be nice to think that we can store EVERYTHING that has to do with your customer interactions inside a CRM system in a native fashion. But as we know, this is simply not the case. We deal with all sorts of essential documents: [...]

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All too often, simple SaaS vendors make the claim that their tools are what cloud computing is all about. Man, is there so much more to the cloud story. Consuming apps over the web is awesome, don’t get me wrong. But when it comes to developing, deploying and managing complex application systems for a user [...]

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I have been following the Business Intelligence space for many years now. One of the most profound changes leading innovation in the sector has been what I call the “democratization of BI.” To me, the internet has leveled the playing field for technology vendors in many ways. Not just go-to-market strategies, but also leveraging the [...]

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CRM takes on many faces, and encompasses a lot of different technologies.  We would be ridiculously arrogant, and wrong, to assume that our solution was the only way to manage a CRM initiative.  When at the optimal stage, CRM systems are hitting on all cylinders by not being one piece of technology but rather many [...]

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SugarCon is always a great time for me to get in touch with the people that are active in the field every day – helping make customers successful in their CRM initiatives. Regardless of my vendor association, I am still a technology evangelist at heart, and learning what people are really doing gets me excited.
As [...]

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In a perfect world, we would begin our CRM implementation the first day we start our business. And we’d have just one system of data to deal with when it came to marketing, selling and providing support to our customers.
We all know that is a pipe dream. The reality is that we all have several, [...]

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CRM systems are really, really great at centralizing very structured data sets around your prospects, customers, partners, employees etc. However, that is just one part of the data equation when it comes down to the reality of doing business in a connected world.
That is where content management systems can help transform a CRM tool into [...]

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Email and CRM go together in theory like chocolate and peanut butter. Though, to many users, email and CRM seem more like oil and water. To tell you the truth, I don’t think one can do really well without the other when it comes to aiding sales people. But, a lot of stuff can get [...]

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Before delving into my continued spotlights on some key SugarCon sessions, I wanted to thank Mitch Lieberman for stepping in and adding some great ideas, opinions and observations on outsiders. Welcome, Mitch.
OK, now, one of the things I used to love/hate about CRM systems was the reporting. Or I should note – the lack of [...]

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Leading up to the SugarCon event, I will be highlighting some of our partners speaking at the event. SugarCRM has created an amazing ecosystem of technology, ISV and VARs in only a few short years. These companies are doing a lot of cool things that either tie-in to SugarCRM, or simply better enable your CRM [...]

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