Chuck Schaeffer

CRM Market Share Report 2015

CRM market share is used by vendors to demonstrate leadership, viability and the release of innovation that matters to customers. CRM buyers often consider...

The Benefits of Extending IT Governance to CRM Implementations

Governance is often spoken of almost solely from an IT perspective, and I think that it’s large part because it evolved from The Principles...

How to Design CRM for the User Experience

How long did it take you to learn eBay or Amazon.com? How many manuals did you read? How did that experience compare with learning...

Best Practices to Rally CRM User Adoption

User adoption is a perennial challenge with CRM software deployments. Slow or low user adoption is a top cited contributing factor to CRM engagements...

The Top 2 Needed Shifts to Consumer Product Goods Business Growth Strategies

A Change in Consumer Empowerment Calls for a Change in CPG Growth Strategy There's a lot of business imperatives on the Consumer Product CEO's agenda—things...

Why Financial Services Strategies are in Desperate Need of Change

An unprecedented shift in consumer behavior now demands a compensating shift in financial services strategy. The rise of consumer technologies such as mobile, social and...

Why Retail Strategies are in Desperate Need of Change

Accurately Responding to Market Change to Create Competitive Advantage Retail strategy is at a reset moment. Historically, retail CEOs have designed business strategies by creating...

The Future of SugarCRM

End of Year Musings with Larry Augustin It’s the end of the year and I had a chance to catch up with SugarCRM CEO, Larry...

Microsoft Dynamics CRM 2015 — What Matters Most in the New Release

Today Microsoft released Dynamics CRM 2015. In my opinion, the Dynamics CRM 2013 release was the most significant since the first Microsoft CRM introduction in...

CRM Adapted To Veteran Relationship Management

How CRM Serves Those That Have Served On this veteran's day I'm pleased to share how one organization's innovative use of CRM is improving the...

A Retailers Guide to Best In Class Retail Technology Management

The retail technology landscape is beginning to catch up to the business drivers changing the retail industry. Make no mistake, the retail industry in...

The Sales Performance Bell Curve — and How to Grow Sales by 80%

There's a long standing myth that your top 20% of sales staff deliver 80% of the sales. However, that statistic is not supported by...

Contract Lifecycle Management Software

From CPQ to CLM – The Next Step in the Manufacturing Sales Journey My prior blog posts discussed CPQ software benefits and CPQ software best...

Microsoft and Salesforce.com = BFF?

A Press Conference Partnership There’s lots of chatter about today’s partnership announcement by Microsoft and Salesforce.com. From my perspective the announcement itself is yawn-worthy, but...

CallidusCloud Marketing Automation

 By Chuck SchaefferThe Potential for Much Needed Marketing Software Innovation The marketing automation software space is getting pretty crowded. And notwithstanding the fact that the...

How to Design CRM Software for Financial Services Companies

CRM for financial services is like CRM in no other industry. Financial services CRM is all about KYC (Know Your Customer), onboarding, householding, AML, FATCA...

Retail CRM (Finally) Comes of Age

Yogi Berra once advised "In theory, there’s no difference between theory and practice, but in practice there is." Retail CRM has become an underlying platform...

Best of Microsoft Convergence

Dynamics CRM Highlights and Take-Aways Microsoft Convergence returned to the Georgia World Congress Center and ended today with a flurry of announcements and product plans...

Converge Enterprise CRM – The Next Up and Comer?

By Chuck SchaefferA Vendor Solution Brief There’s no shortage of new-comers to the CRM software industry. At last count, I tallied up over 240 CRM...

Lead Distribution Best Practices to Decrease Lead Leakage and Increase Top Line Revenues

Lead Transfer Best Practices to Decrease Lead Leakage and Increase Top Line Revenues In my prior blog post I shared my lead scoring framework. Just...

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