CRM - January 2009 - (Page 6) FRONT OFFICE Hey! You! Get Onto My Cloud! M I C R O S O F T has known for years that the company that owns the platform owns the customer. But the software giant better be careful: The Internet has emerged as the new platform, with a well-established leader. Google, the king of search, has become such a significant part of our everyday lives that we even use the company’s name as a verb in our lexicon. If you want to find information on your favorite celebrity, band, or gadget, you simply “google it.” (Google itself frowns on that, as an infringement of its trademark, but the continued use just proves the company’s not all-powerful.) Google doesn’t want its name to be only synonymous with search. The company has already developed Gmail and Google Apps—free office productivity cloud-computing applications that include word-processing, spreadsheet, and presentation functions. GOOGLE DOESN’T WANT ITS NAME TO BE ONLY SYNONYMOUS WITH SEARCH. I had been a casual Gmail user for years—happy to have it, but never relying on it as my main email application. For nearly my entire professional career I had been comfortable using Microsoft Outlook for email. However, as the publishing industry—and, more specifically, my production department—uses Macs, I had to make the transition a couple of years ago. My Mac laptop came equipped with an Outlook equivalent—Microsoft Entourage. It worked well, offering me similar Outlook functionality, and synced my contact and calendar information with my Palm Treo 700p smartphone. I felt pretty comfortable with Entourage, until it crashed in March of last year. I learned the hard way that Microsoft Entourage has a two-gigabyte storage capacity and automatically corrupts all emails once this capacity is reached. My IT support guy suggested recovering the emails by purchasing and installing EntourAid (an email recovery application for Entourage). I did, but it only recovered a small percentage of my emails. So, essentially, I got hosed. You may ask, “Who on earth needs two gigabytes of storage for email?” Well, I do. I run two magazines and regularly receive large files for both publications. I also like that I can search my email for contact information and important documents. After the application crashed, I figured I’d keep an eye on my email storage to make sure it never approached the limit again. That worked until the summer, when Entourage greeted me with a different error code—and crashed again. Fed up, I contacted my IT support guy, who suggested I switch to Mac Mail. Even though this email app doesn’t offer many of the useful bells and whistles found in Entourage, he assured me it was more reliable. So I switched. Mac Mail did an adequate job for a couple of months, until a colleague using Gmail had trouble opening attachments from me. I reported the problem to my IT support guy, who revealed that he uses Gmail as his professional email application. I was stunned. I figured that I was doing what I was supposed to do by using the applications my company provided me. That was all I needed to hear. Now I use Gmail to view my work email and am happy to know I have more than 7 gigabytes of storage capacity. What’s more, the CRM editorial staff is using Google Docs to collaborate on various projects. Instead of updating files via email, each project has one continuously upto-date document viewable by all. It’s CRM at its core. Our cover story, “The Google-ization of CRM” (page 22), by Editorial Assistant Lauren McKay, bears this out. While Google hasn’t explicitly stated that it’s in the CRM game, it is by default. DAVID MYRON Editorial Director dmyron@infotoday.com 6 CUSTOMER RELATIONSHIP MANAGEMENT | JANUARY 2009 www.destinationCRM.com http://www.destinationCRM.com
Table of Contents Feed for the Digital Edition of CRM - January 2009 CRM - January 2009 Contents Front Office Feedback Reality Check Customer Centricity The Tipping Point The Shots Heard ’Round the World 30,000-Foot Views Of the Cloud Stuffing the Ballot Box— With Complaints The Marketing Line for ’09 CRM on Twitter Technology Helps Insurance Weather the Storm Required Reading The Google-ization of CRM The Feedback Funnel Email: What’s Inside? Shake Your Moneymakers Lead Sweet Lead Incentives at the Speed of Lightpath Sales Contentment for Content Management A Worthwhile Excursion Into Call Recording Secret of My Success Re:Tooling Connect Pint of View CRM - January 2009 CRM - January 2009 - CRM - January 2009 (Page Cover1) CRM - January 2009 - CRM - January 2009 (Page Cover2) CRM - January 2009 - Contents (Page 3) CRM - January 2009 - Contents (Page 4) CRM - January 2009 - Contents (Page 5) CRM - January 2009 - Front Office (Page 6) CRM - January 2009 - Front Office (Page 7) CRM - January 2009 - Feedback (Page 8) CRM - January 2009 - Feedback (Page 9) CRM - January 2009 - Reality Check (Page 10) CRM - January 2009 - Reality Check (Page 11) CRM - January 2009 - Customer Centricity (Page 12) CRM - January 2009 - Customer Centricity (Page 13) CRM - January 2009 - The Tipping Point (Page 14) CRM - January 2009 - The Tipping Point (Page 15) CRM - January 2009 - The Shots Heard ’Round the World (Page 16) CRM - January 2009 - 30,000-Foot Views Of the Cloud (Page 17) CRM - January 2009 - Stuffing the Ballot Box— With Complaints (Page 18) CRM - January 2009 - CRM on Twitter (Page 19) CRM - January 2009 - Technology Helps Insurance Weather the Storm (Page 20) CRM - January 2009 - Required Reading (Page 21) CRM - January 2009 - The Google-ization of CRM (Page 22) CRM - January 2009 - The Google-ization of CRM (Page 23) CRM - January 2009 - The Google-ization of CRM (Page 24) CRM - January 2009 - The Google-ization of CRM (Page 25) CRM - January 2009 - The Google-ization of CRM (Page 26) CRM - January 2009 - The Google-ization of CRM (Page BPS1) CRM - January 2009 - The Google-ization of CRM (Page BPS2) CRM - January 2009 - The Google-ization of CRM (Page BPS3) CRM - January 2009 - The Google-ization of CRM (Page BPS4) CRM - January 2009 - The Google-ization of CRM (Page BPS5) CRM - January 2009 - The Google-ization of CRM (Page BPS6) CRM - January 2009 - The Google-ization of CRM (Page BPS7) CRM - January 2009 - The Google-ization of CRM (Page BPS8) CRM - January 2009 - The Google-ization of CRM (Page BPS9) CRM - January 2009 - The Google-ization of CRM (Page BPS10) CRM - January 2009 - The Google-ization of CRM (Page BPS11) CRM - January 2009 - The Google-ization of CRM (Page BPS12) CRM - January 2009 - The Feedback Funnel (Page 27) CRM - January 2009 - The Feedback Funnel (Page 28) CRM - January 2009 - The Feedback Funnel (Page 29) CRM - January 2009 - The Feedback Funnel (Page 30) CRM - January 2009 - The Feedback Funnel (Page 31) CRM - January 2009 - Email: What’s Inside? (Page 32) CRM - January 2009 - Email: What’s Inside? (Page 33) CRM - January 2009 - Email: What’s Inside? (Page 34) CRM - January 2009 - Email: What’s Inside? (Page 35) CRM - January 2009 - Email: What’s Inside? (Page 36) CRM - January 2009 - Email: What’s Inside? (Page 37) CRM - January 2009 - Email: What’s Inside? (Page 38) CRM - January 2009 - Shake Your Moneymakers (Page 39) CRM - January 2009 - Shake Your Moneymakers (Page 40) CRM - January 2009 - Shake Your Moneymakers (Page 41) CRM - January 2009 - Shake Your Moneymakers (Page 42) CRM - January 2009 - Incentives at the Speed of Lightpath (Page 43) CRM - January 2009 - Sales Contentment for Content Management (Page 44) CRM - January 2009 - A Worthwhile Excursion Into Call Recording (Page 45) CRM - January 2009 - Secret of My Success (Page 46) CRM - January 2009 - Re:Tooling (Page 47) CRM - January 2009 - Connect (Page 48) CRM - January 2009 - Connect (Page 49) CRM - January 2009 - Pint of View (Page 50) CRM - January 2009 - Pint of View (Page Cover3) CRM - January 2009 - Pint of View (Page Cover4)
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