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Customer Experience Matrix
MAY 24, 2016
I snuck down to Washington DC yesterday for a few hours at the CRM Evolution conference, where a critical mass of industry experts triggered a chain reaction of interesting thoughts. I heard at least one vendor say her system worked this way and it's just fine, although I suspect it may have a little more central storage than she described.
Customer Experience Matrix
AUGUST 16, 2011
I’ve long believed that B2B marketing automation is just a passing phase: that, ultimately, B2B marketing automation systems will be absorbed into CRM systems instead of operating independently. Vendors have made the bet by building marketing automation add-ons to a CRM system instead of building a stand-alone marketing automation product.*
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Customer Experience Matrix
JANUARY 25, 2012
I had an intriguing demonstration yesterday from social CRM vendor Nimble. Since “social CRM” could mean just about anything, it’s important to explain what Nimble actually does: it combines traditional contact management with automated access to social media information about those contacts. Here’s how it works.
Customer Experience Matrix
JULY 3, 2013
It is clearly “all-in-one” sales and marketing software for very small business, combining marketing automation, CRM, and ecommerce along the lines of Infusionsoft and Ontraport (formerly OfficeAutoPilot). But things don’t work that way on my little corner of planet Earth. It has taken me some time to form a clear picture of Venntive.
Customer Experience Matrix
SEPTEMBER 11, 2013
So when her ancient Goldmine CRM system finally crashed last week, we both scrambled to pick a replacement. This pushed us back to the more standard CRM options. Even more happily, the answers all came back positive as I imagined working through Susan’s basic business processes in Zoho. Build contact lists, check.
Customer Experience Matrix
FEBRUARY 14, 2011
What’s missing from the list is CRM integration. That's no accident: ClickDimensions doesn’t integrate with CRM in the regular sense of synchronizing data. Rather, it works directly from Microsoft Dynamics CRM files. In other words, ClickDimensions is a Microsoft CRM add-on. But I digress.
Customer Experience Matrix
SEPTEMBER 13, 2012
When I first wrote about ClickDimensions in a February, 2011 post , the concept was intriguing – a marketing automation add-on to Microsoft Dynamics CRM – but the product itself had been available for less than six months and claimed barely 50 clients. It can also check for whether a contact has opened an email or clicked on a link.
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