Cubic Compass Software

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Recent Posts

Microsoft CRM Online Available
The Big Switch Back
RETS Integration for Salesforce.com
eCommerce for Salesforce
Future Trends in PaaS/DaaS
The Art of Ware(as-a-Service)
Check Out The New Website
Microsoft Software + Services Strategy Beginning to Gel?
Leveraging the Power of Page Templates
Super Bowl Ad Roundup
Getting Started With Dialogue Script : Lists
Super Bowl Dialogue Opportunities
Hottest Marketing Trend in 2008 - Engage the Customer
Introducing Dialogue : A New Scripting Language for CEM
Amazon's Metabase
Displaying Dates in CE Applications
Dial "N" For NetSuite
Changes to Salesforce.com API This Weekend
Lead Scoring in Salesforce.com CRM
New Faces at i-Dialogue
Sharpening the Saw - .NET Tools
Book Review: Beautiful Evidence
Microsoft CRM Not "Live" Yet
More On Localization
Localized Dialogues: Sprechen Sie Deutsch?
AppExchange Packages After Summer '07
Microsoft CRM: The Price Is Right?
Free iPod
Google Docs Loses Labels
Going On A Windows Safari
Creating Effective Customer Experiences
Component Based Workflow
Nurturing vs Following Up With Leads
A Google-Salesforce Merger? Why?
Does CEM Replace CRM?
Salesforce-Google Integration
Web Enabling Microsoft CRM Data
Google Pay-Per-Action Beta... Anyone Invited Yet?
Open SaaS
Apex Gets Flex-ible
No SaaS Policy... Except Payroll
CMS for Non-Profits Integrated With Salesforce.com Announced at NTEN
i-Dialogue Provisionally Certified by Salesforce
Confusing Portals with Communities
BI Visualizations in Salesforce Dashboards
Thoughts on AppSpace
Performance Based Compensation in Web Advertising
What Is WebEx's CRM Strategy?
i-Dialogue for Microsoft CRM Live
Salesforce.com Web Integration Best Practices: Database Normalization
2007 - The Year of Industry Solutions
Integrating Google Apps With Salesforce.com CRM
Merrill Lynch Goes With 25,000 Salesforce.com Seats
New Case Study - Arco Properties
Preventing Web-to-Lead SPAM
The Impact of Salesforce Client Management on Web Interactions
What The Customer Wanted
Fine Tuning Salesforce Alerts From i-Dialogue Events
Web-to-X Forms Designer for Salesforce
Predictions For 2007
Salesforce Portal Code Gen Tool Updated
Is i-Dialogue Multi-tenant?
Check Out SmartSheet
Winter '07 Upgrade Underway
The Battle With "3 Nines" and The Goal of "5 Nines"
2007 i-Dialogue Roadmap
Updated AppExchange Listing
Google Docs and Spreadsheets for AppExchange
Audio: Conversation with John Tanner of V2
Test Driving Microsoft Dynamics CRM 3.0
My Pages in B2B Portals
Upgading to Salesforce Winter '07
The Gillmor Gang With Marc Benioff
Dreamforce '06 Portal Session Video Online
Auto-Detecting RSS Feeds in Internet Explorer 7
SugarExchange
Apex - New Programming Language for Salesforce
Blogging at Dreamforce '06 - Day 4 (Wrap Up)
Blogging at Dreamforce '06 - Day 3
Blogging at Dreamforce '06 - Day 2
Blogging at Dreamforce '06 - Day 1
Video: Creating Web Sites Integrated With Salesforce
Web-to-Lead Best Practices
News: Open Source Portal Toolkit for Salesforce
Actionable Events in Salesforce
Connect OnDemand
i-Dialogue Chat
Portal Toolkit for Salesforce.com
Open Source Portal for Salesforce
Customer Interaction Patterns
New i-Dialogue Worksheets
Microsoft CRM to Compete With Salesforce.com
CIM Opportunities for Free AppExchange Apps
Advanced Web-to-Lead Tips
Gliffy - Visio for the Web
A Typical Channel Registration Dialogue
SaaS Revenue Recognition
Systems Integrator or Developer in a SOA World?
Okay... I get the hint (i-Dialogue Live Chat)
Lead Escalation Rules for Salesforce.com
Managing Suspect Leads in Salesforce
Salesforce Webcast: 5 Steps to Improving Customer Self-Service Experience
The 6 Markets Approach to Web Portal Management
Improving The Customer Experience With Self-Service
360 View of Customer vs. i-Dialogue 360
What Keeps Me Up At Night?
Geo Relevant Dialogues
Relationship Marketing Solution Worksheet
Creating Personas To Test Personalized Email Campaigns
Salesforce.com Live Event in Seattle
"Refer a Friend" Email Links vs. Email Forwarding
Salesforce.com Suffers Another Outage
Web Support Request Forms Not Customers First Choice (or 2nd or 3rd!)
Towards an Integrated CRM Solution
Definition of Categories and Acronyms
What a Wild Day In Software - SalesForce Introduces AppExchange
Salesforce.com User Conference
Internals of a Product Evaluation Campaign

DynamicsRV_ltr.gif

Just noticed that Microsoft CRM Online is now officially available. Not sure how personally invested I'll get in learning it. I responded to several Beta trial invitations, but never received an invite (and we're a Microsoft partner?!?).

There is a 30 day trial that you can apply for.

Kudos to Microsoft for changing the name from "Live" CRM to simply "CRM Online" (As Simon Cowell might say "The whole Live brand just seems a bit too cabaret-ish for business software applications" ;-) ).

Posted: Thursday, April 24, 2008 8:19:31 PM (GMT Standard Time, UTC+00:00)  #   
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If The Big Switch can be said to represent the centralization of computing resources, then Microsoft's Live Mesh may signal the path towards the big switch back to a decentralized model (albeit with some centrally hosted Microsoft infrastructure).

Some ideas for using Mesh with our CEM platform and Salesforce:

  • Real-time notifications when Leads/Contacts enter your website
  • Sync and offline access to CRM data and documents across several devices
  • Rich development of email campaigns and web page content
  • Social networking with employees, partners, and customers

 


Hands on with Live Mesh
Posted: Thursday, April 24, 2008 2:33:46 AM (GMT Standard Time, UTC+00:00)  #   
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Keeping Real Estate websites up to date with the latest property listing information is a challenging task. IDX implementations vary across the industry and provide little support for structured CRM integration. Fortunately, several Multiple Listing Service (MLS) vendors in the US have standardized on a transaction standard called RETS (Real Estate Transaction Standard) for describing real estate properties and listings.

Cubic Compass is excited to announce a RETS/Salesforce integration solution that synchronizes MLS listings with Salesforce in near real-time (AppExchange package). RETS Import Fieldmaps (documentation here) are used to map MLS fields to Salesforce custom objects

The combination of RETS/MLS data and the Force.com platform gives real estate development and sales professionals a single environment to manage the entire real estate sales process, from listing to website publishing, demand generation, scheduled showings, email marketing, contract management, and close.

Lookup relationships to Properties and Listings give Realtors one-click capability to manage a detailed database of Leads/Contacts and their specific interests. Web-to-Lead forms automatically relate Leads to their primary property Listing of interest.

Web Event activity tracking displays which properties and listings customers are viewing on the website. Page views are rolled up on the Listing records for visibility on most viewed listings.

Property history tracking gives Realtors a detailed database of prior listing transactions, long after the MLS hosted listings are gone.

Contact info@cubiccompass.com for more details and a demonstration.

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Posted: Sunday, April 20, 2008 11:45:52 PM (GMT Standard Time, UTC+00:00)  #   
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The ultimate one-to-one online dialogue for any organization is a financial transaction that ackowledges the value of products or services provided by an organization. Most eMarketing campaign activities are designed with the end goal in mind of receiving an online payment or donation.
 
Cubic Compass has developed a core set of eCommerce services and capabilities integrated with Salesforce.com, and a deployment methodology that addresses the following:
  • Product catalog management
  • Shopping Cart
  • Globalization / Multi-currency
  • Localized Taxes
  • Discounting
  • Membership management
  • Secure online payment
  • PCI compliance
  • Product / service fullfillment
  • Financial accounting / Back office integration
  • Recurring payments
I'll be expanding on these areas individually with a series of blog articles and a comprehensive white paper. But for now you can get an inside look through this case study.

 

Posted: Friday, April 18, 2008 3:18:54 AM (GMT Standard Time, UTC+00:00)  #   
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(Warning: What follows is a technical discussion. We will return to our regularly scheduled blogging on less technical CRM/CEM topics in the near future).
 
It seems a shame to have all these multi-processor servers and not be able to use them to their fullest extent. You can't even buy a new laptop today that doesn't have, at minimum, something like an Intel Core 2 Duo.
 
In layman's terms, computer manufacturers realized they could no longer cram more power onto a single processor, so lately they've started welding 2 processors together in an attempt to double their computing power. Unfortunately, today's software rarely knows how to harness this extra parallel power.
 
There's a certain disharmony between the new concept of Platform-as-a-Service (PaaS) offerings that continue to use old programming language concepts.
 
Today's languages are very serial. For example, many Apex code examples SELECT a bunch of Leads, Contacts, or Campaigns, then one by one evaluate or process them.
 
The server could have 2, 4, or 8 processors, but odds are these scripts will only use 1. Within the scope of a single web page request, this is probably fine. Perhaps the other processors are being utilized by other web page requests.
 
But for asynchronous processes, such as delivering mass emails or updating records, this approach is wasteful given the availability multi-core processors.
 
Asynchronous Apex is a step in the right direction, however this feature appears to provide the ability to automatically run a script after hours (but still running through serial loop processing).
 
I've been thinking a lot lately about how next generation CRM/CEM architectures should must make use of today's server architecture. Several eMarketing and CRM tasks can benefit from parallel execution:
 
* Mass Email Marketing
* Lead Scoring
* Data Cleansing
* ETL / Data Transfer and Synchronization
* Report Generation
 
I had dinner a few weeks ago with one of the architects of a programming language named Haskell and he painted a dire picture "Object oriented languages are becoming obsolete. Functional programming is the wave of the future."
 
Fortunately, because our architecture is based on .NET, if we ever get bored with the limitations of one programming language, we can tap into dozens of alternative languages (some days I get the feeling we're doing more to offer .NET Development-as-a-Service than Microsoft is. Something isn't right... why isn't Microsoft doing this?).
 
One functional programming language in particular, named F#, is emerging as an ideal language for harnessing the power of today's multi-core servers for use in eMarketing.
 
While not set in stone, it's beginning to look like our next generation architecture will approach traditional eMarketing processes in a whole new light. Hopefully harnessing faster and cheaper infrastructure will result in more frequent, relevant, and intelligent online customer interactions.
 
Would we go as far to expose functional programming concepts through Dialogue Script? That's an interesting concept. I suspect BPM or diagram tools will provide the necessary layer of abstraction to make functional programming concepts successful in PaaS/DaaS environments.
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Posted: Thursday, April 17, 2008 4:19:47 AM (GMT Standard Time, UTC+00:00)  #   
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In classic Sun Tzu fashion, Marc Benioff embraces competitor SAP by stating:

"I want to figure out how to get SAP to build on our platform. SAP needs to write its new apps on our platform."

For Microsoft's part, SAP integration came naturally since SAP is used in-house to run the business. The two giants have silently agreed on the mutual win-win opportunity of using Office tools (Excel and Word) to access SAP apps.

Unfortunately, integrated Microsoft-SAP applications have an air of being written for Microsoft by Microsoft.

Is it likely that SAP will develop their new apps on Force.com? Probably not.

Is it likely that SAP customers will (and already do) develop Force.com apps integrated with SAP? Definitely, yes.

In contrast to the "destroy the enemy" strategy employed against Seibel, I think it is a wise path for Salesforce to acknowledge that on-premise enterprise software will be around for years to come and that the "art" of victory against established ERP players will be one that embraces the revenue streams of existing infrastructure and provides a migration path to SaaS/PaaS alternatives.

Posted: Saturday, April 05, 2008 7:12:29 PM (GMT Standard Time, UTC+00:00)  #   
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Our new Director of Sales and Marketing, Jennifer Clark, has really hit the ground running and deployed a fantastic new website for www.CubicCompass.com.

Brian Rhinehart (of www.KineticShadows.com, a local parther) and Joe Garber, our resident Interactive Web Designer/Developer, played key roles in the transformation of our new image.

Some changes in our web site and overall strategy:

* RSS Feed Subscribers should update their feed to this URL. The old Blog RSS feed will continue to redirect for a few more weeks.

* www.i-dialogue.com now redirects to our main corporate website at www.cubiccompass.com. i-Dialogue continues to be the brand of our hosted suite eMarketing and Customer Experience Management solutions.

* i-Dialogue is now available in 4 editions to serve a variety of CEM needs.

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Posted: Friday, March 07, 2008 5:39:56 PM (GMT Standard Time, UTC+00:00)  #   
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Nicholas Carr advises his readers to put their ears to the ground as Microsoft prepares to announce further details about their "computing in the cloud" strategy.

Some facts and observations I've made:

  • Ray Ozzie, Bill Gates heir apparent, is a smart guy and has been under the radar for over 2 years working on something (presumably).
  • Microsoft has been building, acquiring, and deploying datacenters at an alarming rate. But the utilization math doesn't quite add up. There's a lot of untapped, unused computing power owned by Microsoft.
  • In my recent discussions with various Microsoft employees, there is a much more open and humble acknowledgment that they are in the canonical Innovators Dilemma and must branch out into hosted services while still retaining the Windows OS/Office cash cow.

It will be interesting to see how similar this new strategy is to Microsoft's Hailstorm platform, which was announced 7 years ago. Ironically enough, the Architect of Hailstorm, Mark Lukovsky, left Microsoft and joined Google to ultimately implement and fulfill this vision.

Microsoft clearly has the Engineering resources and talent to compete with Google, Yahoo!, and Salesforce.com in Internet delivered services. It makes one wonder what exactly is preventing them from tapping their true potential? 

Per Nicholas' advice, my ear is firmly planted to the ground...

Posted: Sunday, March 02, 2008 12:12:42 AM (GMT Standard Time, UTC+00:00)  #   
Comments [1]  | 

Traditional web design and development are rooted in the concept of a Multi-Page Layout, or MPL. Contemporary web design and content management systems have transitioned towards a Single Page Layout, or SPL.

MPL web sites store their content in individual web pages. Adding more content requires adding additional pages. SPL web sites use a single web page template that derive their content from a database. Salesforce.com makes a great database for managing both content and Leads/site members.

Many organizations gradually wade into developing unique landing pages for Google AdWords or publishing products and services. At first, the MPL approach provides the path to least resistance since initial development and deployment costs are fairly low. The cost of change remains fairly linear at first as each new page is cloned from an existing page and modified to suit the campaigns needs. But over time the cost of change begins to increase. It takes longer to provision new pages and development becomes much slower.

A form of "technical debt" is accrued whereby a developer must eventually externalize common UI elements to server side include (SSI) files, such as headers, logos, navigation, and footers. Even with SSI best practices in place, a developer/programmer still remains in the critical path for each new campaign and the skills required for ongoing maintenance remain high.

SPL templates may take 3-5 times longer to initially implement, but successive pages may be easily provisioned by business users, such as Marketing and Support admins. The time to provision a new page remains linear over time as each new page is defined in a database and immediately available for use in PPC campaigns.

SPL page templates are actually very simple to develop. They may look slightly cryptic when opened in a common web page designer because they contain "merge tags" to be replaced by the database when the page is displayed. The URL typically contains some kind of unique ID to give the page context as to which content to display.


i-Dialogue 8 now supports a new scripting language called Dialogue Script that removes the need for a physical page template. The SPL template can be created directly in a web browser and the merge tags can define any Salesforce object or field.

The Professional Services group at Cubic Compass Software has extensive experience with SPL design and hosting. Contact me for more information. I'd be happy to help.

Posted: Thursday, February 14, 2008 9:38:55 PM (GMT Standard Time, UTC+00:00)  #   
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Which Super Bowl ads made an honest attempt at initiating a two-way dialogue? Here's my scorecard.

The Scorecard

Compelling Call To Action: Did the ad provide a memorable URL and call to action?
Continuity: When I go the URL, is the message in the context of the TV ad?
Fulfillment: Does the website answer my questions or deliver on any promises made?

Time Company / Product URL Compelling Call to Action Continuity Fulfillment Notes and Comments

4:33:00 Audi http://www.truthinengineering.com  B+ A+ C Talk about pressure. The first super bowl ad after kick-off, and this one delivered really well with a take-off on the Godfather. The web site picks up where the commercial leaves of and highlights what is, in my opinion, one slick looking car. Can't actually configure a new Audi online or order one, so not the highest marks on fulfillment.

4:45:00 SalesGenie.com http://www.salesgenie.com/tv   B- B+ A The first of a couple peculiar animated commercials from SalesGenie.com that appear to have a theme of "If ethnically diverse business owners in America can get free sales leads, so can you." How many people will ever type in "slash TV" after the domain name? I did, which is why they get above average continuity points for keeping the landing page message relevant to the SuperBowl ad. Very fulfilling. I was able to immediately start taking advantage of my 100 free leads and walked through a target demographic wizard that produced 26K prospects (I chose mid-market manufacturers of electronic equipment for the fun of it)

4:48:00 Under Armour http://www.underarmour.com/   C B C The TV ad took too long to get the point, but was visually very stunning and entertaining. The Flash web site is actually very nice and loads extremely fast, but really just plays several ads in a loop.

4:03:00 GoDaddy http://www.godaddy.com/   C- B+ B- No real surprise here. GoDaddy goes straight for the 18-35 Male demographic and this year uses IndyCar racer Danica Patrick as the "bait". Nothing too revealing here. "Exposed" is more of an ironic description of what actually occurs in the video (the Super Bowl is, afterall, a form of family entertainment). GoDaddy uses a cleverly designed image map of Danica such that if you click on certain hot spots, it takes you to a web conversion form instead of directly to the video.

5:07:00 Tide http://www.mytalkingstain.com   A A A- I probably spent more time on this site after the SuperBowl than any other. Humorous ad with a memorable domain name / call to action. You can hover over various shirt stains on the web site to hear them "talk". What is that? It's like a mix of Arabic, French, Italian, and.... well.... if you think you can create a better talking stain, Tide provides the platform ala YouTube to "Be the Stain" and upload a picture of yourself and create a voiceover. Crazy.... but if this takes off, it could be entertaining in an amateurish sort of way. For those inclined, Tide even invites you to film your own stain video and upload/share it.

5:23:00 Sobe Life Water http://www.thrillicious.com/   C B C- Probably the most over thought TV ad and Flash based website of the whole lot. I seriously thought it was a Geico commercial for the first 26 seconds until the Sobe brand appeared. The domain name is not very memorable, especially for those that are grammatically challenged (I know it took me a couple attempts to enter the domain name). Once I hit the web site I'm faced with a strange "hide and seek" Flash navigation where I need to move the mouse around and "discover" the navigation links. I'm prompted to "disable my popup blocker" (no, are you kidding?) Sadly, the best material is buried in the site under an "Episodes" section that tells the back story behind the dancing lizards as they prepare their Super Bowl ad video shoot. Very clever elements. There clearly is some genius behind this campaign, but it became a horse designed by committee. No fulfillment here. What is life water? Can I read the label? Does it have any sugar (I don't like water drinks with fructose added)? Where can I try or buy it?..... nada.... no answers on the site.

6:18:00 Chrysler http://www.chryslerlistens.com   C C- C- The www.chryslerlistens.com  domain looked like it had potential. A community site perhaps? A viral video site about cars? Unfortunately Chrysler is not actually listening. The domain simply redirects to http://www.chryslerllc.com/  which has links for "Community" and "Blog", but they're actually artificial links to contrived pages that give the illusion of an interactive Web 2.0 site, though the blog does appear to have an open comments section. Overall, disappointing.

7:03:00 Jack In The Box http://www.makeajacksandwich.com/   A- A+ A This microsite was obviously created specifically for the SuperBowl ad, which employed a tongue-in-cheek double entendre about making a Jack sandwich in a hot tub (of course Jack has his mind on literally making a sandwich). If you get tired of manipulating your uploaded picture with an array of Mr Potato Head accessories, you can click on the Location link to find a location near you. Yeah..... how simple is that? That's the way it's done.

7:05:00 Sunsilk http://www.lifecantwait.com/   B A- C A nice attempt at associating a unique domain name with a brand. Both the TV and web ads put Marilyn, Madonna, and Shakira in a new light, but as I am not in the ads target demographic of Females 25-55 (it's a broad reaching ad??), I was compelled to follow up just out of curiosity since they setup a unique URL. I was a little puzzled by the "Feature Coming Soon" on the home page. Guess they didn't have the interactive components in place before the SuperBowl.

The Winners

Based on the scores, Tide and Jack in the Box come out on top. As far as most functional campaign, SalesGenie.com is the most likely to get visitors to self-identify and enable an ongoing dialogue.

Interesting that in such a consumer driven B2C Internet world that a B2B site would have such strong positioning in the Super Bowl.

Posted: Tuesday, February 05, 2008 9:27:11 AM (GMT Standard Time, UTC+00:00)  #   
Comments [1]  | 

Dialogue Script (or DScript for short) provides a simple scripting language for developing interactive web pages, forms, and applications integrated with Salesforce.com. In this series of articles, I'll cover some basic scripting concepts to address the most common use cases.

Dialogue Script Articles:

  1. Master Views and Lists
  2. Details View
  3. Web Form

What is a Master View?
"Recent News" is an example of a Master View. It is simply a list of items that are dynamically queried from Salesforce.

Here's an example Dialogue script that displays a top 5 list of the most recent press releases:

<dlog:repeater id="LatestNewsRepeater"
SOQL="SELECT TOP 5 * FROM Content__c WHERE Type__c='Press Release' ORDER BY CreatedDate DESC" runat="server">
<ItemTemplate>
<dlog:HyperLink ID="HeadlineLink" TextFieldName="Headline__c" NavigateURL="~/News.aspx={oid}" runat="Server" /><br/>
</ItemTemplate>
</dlog:repeater>


Example Output: (example links only)
ACME Corp Announces Q1 Financials
Jane Smith Joins ACME as VP of Operations
ABC Sees Record Growth After Using ACME Solution
ACME Announces 2008 Product Roadmap
Wall Street Journal: Inside Look at ACME

This example uses a Repeater control and SOQL Plus to query Salesforce and format the repeating layout of each item in the query result. Dialogue Script supports Salesforce Object Query Language (SOQL) plus adds support for tokens like "TOP", "ORDER BY", and "IN".

You can query any object in Salesforce. Master Views and Lists are a great way to provide customers with high level information and get them started in a general direction. Adding an ORDER BY CreatedDate DESC clause ensures the web page always stays up to date and displays the latest press releases, meaning you never need to update your web site when a new press release is launched. Query results can be cached to improve performance by adding a CachedDurationMinutes attribute to the Repeater.

In the next article, I'll demonstrate how to use Dialogue Script to format the actual Press release page using Salesforce data, plus some bonus script on creating a dynamic Google AdWords landing page.

Happy scripting!!!

Posted: Sunday, February 03, 2008 3:57:31 AM (GMT Standard Time, UTC+00:00)  #   
Comments [1]  | 

I'm still waiting for the big one. That well coordinated campaign that starts with a 30 second commercial during the super bowl that inspires consumers to continue an online dialogue. A campaign that demonstrates true ROI and actually measures the value of a $3M investment.

Last years super bowl left me wanting, but there were some success stories. Some might say GoDaddy owes it's market position exclusively to Super Bowl advertising with a call to action that brings people online (eventually) to have some presence on the Internet super highway.

SalesGenie.com, voted worst ad of last years Super Bowl, drove 25,000 visitors to their site. They'll be back again this year with 3 more ads. Did anyone else notice the timing of Mark Israelsen's departure from Salesforce.com to head up SalesGenie starting February 1st? Looks like he'll hit the ground running.

Here are some dialogue tactics/strategies I'm hoping to see this year that convert a one-way broadcast into a two-way dialogue:

  • Easy to remember domain name. Here's the pitch.... go here to learn more. That's the 30 second objective. www.GetItNow.com wants "mid 6 figures" to purchase this domain (Let me know if I can help negotiate this ;-) ). What is the value of a short, easy to remember domain if your current URL will result in higher abandonment?
  • Relevant Landing Page. You just paid $3M for a 30 second ad. Please make the next step in the dialogue relevant to the upstream message. Don't just drop me on your home page.
  • Immediate Gratification. The super bowl is all about entertainment. Keep the online dialogue rolling. Keep it entertaining. An interactive Flash game or video perhaps.
  • Keep the First Date Simple. Need to know something about me before fulfilling an offer (such as free 30 day demo)? That's fine. But keep it simple. Why do you need more than an email address and name on our "first date"? I'm not applying for a home loan. Keep the conversion forms short and incrementally ask for more information over time.
  • Where in the World Is Carmen Sandiego? Keep me engaged. Continue and evolve the story. The Super Bowl ad is only the beginning. I need to go online to learn the middle..... keep the dialogue going and engage me in the ending.
  • Cross Channel Boundaries. I have a mobile phone. Let me subscribe to SMS alerts as part of the dialogue. Coordinate Television, Internet, and Mobile to facilitate a dialogue.
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Posted: Friday, January 25, 2008 7:50:33 AM (GMT Standard Time, UTC+00:00)  #   
Comments [1]  | 

From Entrepreneur.com "The Hottest Marketing Trends for 2008".

1. Engage the customer. The move toward alternative advertising versus some of the more traditional methods coincides with the emergence of technologies that enable a one-on-one dialogue with customers. For example, follow the trend of social media by posting your products on sites that encourage customer or peer reviews. Social media add an element of impartiality and are increasingly looked to as reliable sources of information.

Read the entire article online.

Posted: Wednesday, December 26, 2007 8:04:59 AM (GMT Standard Time, UTC+00:00)  #   
Comments [1]  | 

On-Demand software has revolutionized how enterprise software is deployed. Declarative customization provides line of business managers with an unprecedented number of options from which to "declare" how a CRM record is defined or presented in a page layout. But let's face it... at some point, all enterprise software solutions require some level of programmatic customization. Enterprise software vendors simply cannot anticipate each and every business requirement.

Salesforce customers, having reached the limits of declarative customization, now have domain specific programming languages such as Visual Force and Apex to programmatically customize their CRM system.

Content Management Systems (CMS) and Enterprise Portals already have a strong legacy of supporting programmatic customization, but achieved this flexibility through integration with existing development environments and the modification of physical files and templates.

Many CMS's have attempted to offer purely browser-based declarative customization environments, such as Wiki's and Blogs, but failed to meet the demands of creative and marketing professionals, which require detailed control over the presentation and branding of web pages and emails.

It's time for a new scripting language that meets the unique demands of Customer Experience Management (CEM). It's time to offer an optimal balance between declarative and programmatic configuration options. It's time to recognize that there is a new generation of workers entering the workforce that embrace Domain Specific Languages (see Fowler: DSL) and expect programming the web to be as easy as programming their iPod, Tivo, or DVR. It's time for a language like "Dialogue".

"Dialogue" is a new scripting language designed specifically for helping organizations to interact with their customers and partners online using concepts familiar to both the web (HTML, CSS, Javascript) and CRM (Lead, Contact, Opportunity, Case records).

The key tenants of Dialogue include:

Creativity / User Interface: Dialogue is primarily a presentation language that resembles HTML and is used in the creation of dynamic web pages, landing pages, and emails. Graphic designers and web developers have control over each pixel in the presentation of Dialogue scripts.

Business User Support: Business users can easily modify Dialogue scripts to present information most relevant to customers and partners. Changes can be made to Dialogue scripts without the assistance of a web programmer.

Multiple Development Environment Support: Dialogue scripts can be managed using either a web browser or rich client. Todays content management professionals are accustomed to working with tools such as Dreamweaver and Expression. Dialogue plug-Ins for web development environments (starting with Expression) will be developed to enable the remote persistence and management of Dialogue scripts using a locally installed rich client. But the flexibility of storing and managing content entirely on the web will remain the primary focus.

CRM-Driven: Dialogue scripts provide direct access to CRM records and data for maximum personalization.

Agile: Dialogue scripts support an agile methodology that allows organizations to go from concept to deployment within a matter of hours or days. Campaigns can be modified on the fly and no longer suffer from the constraints of "waterfall" project management methodologies where considerable upfront planning is required to reduce the anticipated cost of change.

The Dialogue scripting language will help organizations transition from static, brochureware web designs common in the 90's, to highly interactive and personalized online experiences. It is our goal that all Salesforce customers will unlock the capabilities of their CRM system to delivering these rich online experiences. Dialogue is the final link in enabling this level of interaction.

Posted: Monday, December 24, 2007 9:27:22 PM (GMT Standard Time, UTC+00:00)  #   
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Amazon.com just launched SimpleDB. I find this news intriguing because it addresses the same fundamental problem as Salesforce.com, but takes a bottom-up approach ("here's a platform.... let's evolve some apps") in contrast to Salesforce's top-down approach ("here's a CRM app.... let's evolve a platform").

The metabase component is very conducive to CRM in that you have the flexibility to wake up some morning and say "Let's capture Contact's drivers license numbers in our database going forward", and easily add a custom field without having to worry about impacting or redesigning the application.

Knowing Amazon's capital position, datacenter hosting expertise, and high reliability service levels, I would go out on a limb and say SimpleDB in conjunction with their S3 storage service (and a perhaps a future unnamed application development tool?) is positioned to be a killer platform player in the years to come.

Posted: Friday, December 14, 2007 9:00:57 PM (GMT Standard Time, UTC+00:00)  #   
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Yet another great customer experience (CE) faux pas from WorseThanFailure.com. Doubtful many customers would be patient enough to wait until the year 3000 (below) to receive their discount ;-)


I can empathize with the Developers of this site. We learned the hard to always check Salesforce managed date/times when using them in CE applications and campaigns after discovering that the absence of a date actually resulted in displaying a default date (something like January 1, 1900).

Posted: Monday, December 10, 2007 4:45:53 AM (GMT Standard Time, UTC+00:00)  #   
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NetSuite is filing for an IPO with plans to trade under the ticker symbol "N". This article provides the details and also puts to rest any speculation around Larry Ellison's control over the company's direction.

The $99M raised by the IPO will give NetSuite some additional fuel to compete in the on-demand CRM/Financials market. I know I'll be watching "N" closely. Our Accountants have tried the product, love it, and it's on our radar to license in '08 or '09... unless a killer Financials app shows up on the AppExchange first :-)

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Posted: Saturday, December 08, 2007 6:14:59 AM (GMT Standard Time, UTC+00:00)  #   
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Update: The new security feature changes mentioned in this article have been delayed 1 week. Message from Salesforce:
"Please note the date change for this update - we will now go live with these features on Monday Nov. 26, 2007."

Salesforce.com is deploying additional security features over the weekend that may have an impact on applications integrated with Salesforce via the API, such as i-Dialogue portals, landing pages, and content management systems.

Starting next Monday, November 19th, 2007, Monday, November 26th, 2007 Salesforce.com users must modify their settings to implicitly trust i-Dialogue portals that connect to Salesforce. This feature, known as "whitelisting", requires entering the Internet address of the i-Dialogue portal.

Salesforce announced that any service connecting via the API within the past 4 months will automatically be added to the whitelist, so existing i-Dialogue customers may not need to update their settings.

Question: Will my i-Dialogue portal stop integrating with Salesforce.com on Monday, November 19th26th, 2007?
Answer: No. Salesforce has assured all AppExchange partners that existing integrations will be trusted by default. But without 100% assurance, we are prepared to guide customers through whitelisting steps if necessary.

Question: What is the IP Address for my i-Dialogue portal so that I may configure it for whitelist trusting?
Answer: We are sending IP address details directly to existing customers before the w