Cubic Compass Software

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Mike Leach

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Recent Posts

The Art of Ware, Cubespace, and Portland Software
The Art of Ware-as-a-Service
CAPTCHA Support Has Arrived!
Development In The Cloud
Cubic Compass Announces Ground Breaking Neural Technology
What's New With The PageLayout Control?
i-Dialogue eCommerce Solution Map
Customer Portal Best Practices
Simplifying the Quote to Cash Process
Best Operating System For The Cloud?
The Sky Is Not Falling
Salesforce Service Outage
The Best Way to Predict What's Going To Happen in 2009...
i-Dialogue 9 Product Roadmap: Community Graph
More Python Love for Salesforce
"Feed Me" - Adding Dynamic RSS Feeds To Your Site
"Livin' On the Edge" - Amazon Announces CloudFront
Don't Recede In A Recession
Dreamforce 08 Wrap-Up
Getting Ready for Dreamforce 08
Cubic Compass Announces 2008 Navigator Award Winners
Transactional Email and Confirmation Messages
Foo Fighters to Play at Dreamforce
i-Dialogue Now Supports Python!
Cubic Compass - Dreamforce '08 - Booth #211
Service Level Report Card: The Battle for 3 Nines
Advanced Scripting Technique: Javascript Arrays
Software's Role on Wall Street
Tips For Designing Excellent Web Forms
Project "Fibonacci" Nears Final Launch
This Is Gonna Be Big...
Introducing Dialogue Script Enhancements and Developer Sandbox
Enjoying Google Chrome (Mostly)
Election 08 - Dreamforce Style
Maximizing Marketing Automation ROI
Customer Spotlight: Configuresoft
LeftHand Networks Surpasses 3,000 Customers
Using Advanced Google Visualizations for Reporting
Rating Control Added to Dialogue Script
Dynamic Languages (or "How the Web Was Won")
Consuming Outbound Messages From Salesforce
Rich Clients and S+S Model Gaining Traction
Managing Multiple Content Versions Using Milestones
Creating an Online Survey Using Salesforce
Microsoft CRM Beginning to Mature
Fall 2008 Feature Roadmap
Adding Google Charts to i-Dialogue Pages
Biting The Eclipse Bullet
When Does a Website Become A Portal?
Benioff on FastCompany.tv
Job Opportunities for i-Dialogue Interactive Web Developers
UX Ideas for Windows
Creating a Simple Contact Us Page
Creating A Partner Finder Using Dialogue Script
Publishing RSS Feeds of Salesforce Data
Salesforce Switching to Macs Not So Surprising
The Big Switch Back
RETS Integration for Salesforce.com
eCommerce for Salesforce
Future Trends in PaaS/DaaS
Salesforce Google Integration - Here at Last
Gradual Engagement Over Signup Forms
The Art of Ware(as-a-Service)
Salesforce Summer 08 Logos
April Fools - Google Style
Google Visualization API
Microsoft Software + Services Strategy Beginning to Gel?
Leveraging the Power of Page Templates
Getting Started With Dialogue Script : Lists
BackExchange.com
Lessons Learned in 2007
Introducing Dialogue : A New Scripting Language for CEM
Amazon's Metabase
Displaying Dates in CE Applications
Activist Leadership Levels in Salesforce
Changes to Salesforce.com API This Weekend
Lead Scoring in Salesforce.com CRM
New Faces at i-Dialogue
Winter '08 Scheduled Maintenance Notification
Book Review: Beautiful Evidence
Microsoft CRM Not "Live" Yet
The Future of Web Startups
Salesforce.com Encourages Software Craftsmanship
One Week - Three New Portals
Enforceability of Online Contracts - Closing The Deal Online
Force.com Video
Networking With Nonprofits - Tiburon
Announcing Visual Force
John Chambers - Master Orator
Email Preferences For Leads and Contacts
i-Dialogue / Exponent Partners - Covering The NPO Angles
Blogging At Dreamforce 2007
Online Membership Lists Integrated with Salesforce Non-Profit Template
One Year of Free i-Dialogue Web Hosting
CEM : Software or Next Generation Marketing Agency?
Guess The Dreamforce Band
More On Localization
Localized Dialogues: Sprechen Sie Deutsch?
Salesforce.com 1999
AppExchange In Search of A New Business Model
Salesforce Processes 100 Million Transactions In A Day
"May The SForce Be With You"
AppExchange Packages After Summer '07
Microsoft CRM: The Price Is Right?
Google Docs Loses Labels
Going On A Windows Safari
Creating Effective Customer Experiences
Component Based Workflow
A Google-Salesforce Merger? Why?
Salesforce-Google Integration
Web Enabling Microsoft CRM Data
Microsoft Gets Serious About Silverlight
i-Dialogue Now Salesforce Certified
Google Pay-Per-Action Beta... Anyone Invited Yet?
Open SaaS
i-Dialogue 3.0 Preview
Apex Gets Flex-ible
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
Partner Portal "Lite" for Salesforce
What Is WebEx's CRM Strategy?
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
i-Dialogue Announces New Partnerships
Google Apps Pro
More Fun With Web Form Validation
Denver Roadshow - March 5th-8th
New Case Study - Arco Properties
Salesforce - eBay Integration Ideas?
Preventing Web-to-Lead SPAM
The Impact of Salesforce Client Management on Web Interactions
Salesforce.com Is Not For Sale...
Fine Tuning Salesforce Alerts From i-Dialogue Events
State of the Union Impact on The Business Web
Web-to-X Forms Designer for Salesforce
Predictions For 2007
i-Dialogue Now Integrated with Salesforce 8.0 API
Salesforce Portal Code Gen Tool Updated
Is i-Dialogue Multi-tenant?
Winter '07 Upgrade Underway
The Battle With "3 Nines" and The Goal of "5 Nines"
2007 i-Dialogue Roadmap
Updated AppExchange Listing
Note To Google: There's More To API Than Just Search
Google Docs and Spreadsheets for AppExchange
Announcing Salesforce AppStore
Update on Winter '07 Upgrade
Agile Project Management Using Google Spreadsheets
Audio: Conversation with John Tanner of V2
My Pages in B2B Portals
Upgading to Salesforce Winter '07
The Gillmor Gang With Marc Benioff
Dreamforce '06 Portal Session Video Online
i-Dialogue Announces Support for Template Monster
The Impact of Apollo on Next Gen Business Web Apps
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
Sneak Peek at Salesforce Winter '07 Features
Open Source Portal for Salesforce
Microsoft CRM to Compete With Salesforce.com
CIM Opportunities for Free AppExchange Apps
Advanced Web-to-Lead Tips
A Typical Channel Registration Dialogue
Salesforce Partner Blogs
Self-Service Appointment Scheduling for Salesforce.com
Salesforce Service Outages = Modern Day "Blue Screen of Death"
Systems Integrator or Developer in a SOA World?
Okay... I get the hint (i-Dialogue Live Chat)
Lead Escalation Rules for Salesforce.com
Salesforce.com Migrations
Managing Suspect Leads in Salesforce
i-Dialogue Channel Management and Partner Portal
No Brochureware
Live on the AppExchange
i-Dialogue for AppExchange 1.0
What's That Little Orange Button For?
Keeping Your Customer Portal CAN-SPAM Compliant
Salesforce Webcast: 5 Steps to Improving Customer Self-Service Experience
AppExchange Seminar in Portland May 9th
The 6 Markets Approach to Web Portal Management
Improving The Customer Experience With Self-Service
Progress Report on i-Dialogue for AppExchange
What Keeps Me Up At Night?
Salesforce.com on iTunes
Salesforce Outage
Salesforce.com Performance Trends
Salesforce.com Live Event in Seattle
Salesforce.com Suffers Another Outage
AppExchange Goes Live
Todd, from Sales and Marketing, took the following pics during last Wednesday's trek down to Cubespace (in Portland, Oregon) where I presented 'The Art of Ware-as-a-Service' to the XP user group.

We unfortunately learned that Cubespace is in dire straits, but an initiative is underway here to help them keep going.

The presentation could not have been more timely given the circumstances. Many gifted Portland entrepreneurs are laying low under the premise that venture capital will somehow rebound; but reality could not be any further from this illusion.

SaaS business models allow software developers to launch companies now with almost no capital. Sure, the economy will rebound, but it's not likely to be in tech. Software is pervasive and is used in all aspects of the economy today and there are literally thousands of opportunities available in the long tail.

If you have a passion for developing software, then platforms like EC2 and Force.com are available to build companies that can quickly scale to $1M-$5M per year. This is markedly less than the $100M VC's are looking for, but those opportunities are few and far between. Better to spend your time pitching to potential customers than VCs.

Maybe the term "start-up" carries too many overly ambitious connotations to be used anymore. Not sure what to call it, but the time is definitely right for lot's of small software companies to emerge in the cloud, and Portland has the talent to be at the forefront of this effort.

Posted: Monday, May 25, 2009 1:14:56 AM (GMT Standard Time, UTC+00:00)  #   
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Reminder: I'll be presenting at this month's XPDX Users Group meeting. Looks like I may be competing with the American Idol final, so be sure to program your Tivo or just enjoy the presentation slides below :-)

What: The Art of Ware-as-a-Service
Who: Mike Leach Founder/CEO Cubic Compass
Where: Cube Space
622 SE Grand Ave

Portland, OR 97214

http://cubespacepdx.com/directions
When:
Wednesday, May 20th, 2009 6:30PM Gathering. Talk starts at 7PM

Description:
The first wave of Agile software development challenged "waterfall" project management methodologies and traditional Quality Assurance. The next wave of Agile challenges on-premise software through what is known as Software-as-a-Service (or SaaS)

Using Sun Tzu's timeless classic "The Art of War" as a framework, Founder/CEO of Cubic Compass, Mike Leach, presents principles and practices for creating and leading an Agile SaaS organization that challenges the status quo of software development and delivery.

Posted: Wednesday, May 20, 2009 1:41:59 AM (GMT Standard Time, UTC+00:00)  #   
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Dialogue Script now supports CAPTCHA. One line of code on any web form will now prevent bots from submitting bogus forms.

Great for Salesforce web to lead forms, event registration, or any other publicly accessible web form.

Wiki article is here. Example video below.

Posted: Tuesday, April 28, 2009 1:43:36 AM (GMT Standard Time, UTC+00:00)  #   
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Web development is at an interesting inflection point. Hosting applications in "the cloud" is gaining momentum, but the tools used to develop and customize these applications are still dependent on traditional Integrated Development Environments (IDE), like Visual Studio .NET, Eclipse, Adobe CS4, and Dreamweaver.

So what is cloud development? First, it's important to distinguish between developing "for" the cloud and developing "in" the cloud. When developing "for" the cloud, you are creating easily accessible applications with the intent of letting end users customize the "last mile". When developing "in" the cloud, you have the agility and mobility to modify an application from anywhere in the world, at anytime, using (almost) any device.

There is a "roaming" quality to cloud development. Cloud development tools become just another application, like Google mail/calendar, that are accessible from anywhere.

There is also a disruptive quality to cloud development. Everyone is now a "programmer" in the 21st century. Whether it's programming a DVR, iPhone, or building a MySpace page; everyone has a new found creative capacity and means to develop in the cloud. This is the natural progression of technology (it's important to note that Developers in the 90's opposed "Visual" development tools because they put distance between the programmer and the actual low-level code.)

Cloud programming languages must carry forward traditional traits; such as function, target, construction, and expressive power; but also be accessible by the masses.

Some common characteristics of cloud development include:
  • Emphasis on declarative configuration over customization
  • Inline browser editing
  • Dynamically typed
  • Interpretive
  • Custom event declarations
  • Stream management
  • Mobile accessibility
Posted: Sunday, April 19, 2009 7:52:25 PM (GMT Standard Time, UTC+00:00)  #   
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April 1, 2009

Cubic Compass today announced today the release of a new ground breaking technology for creating and managing interactive websites. Dubbed "Neural-Interactive Content Creation", or NIC2, this patent-pending technology allows content creators to interact with an i-Dialogue Content Management System (CMS) via a neurological interface that instantly converts thought patterns into web content, dialogue script, and workflow rules.

"The pace of change in today's environment is just too fast for simple tactile interaction with a web CMS", said Cubic Compass Founder Mike Leach. "Today's websites and portals must respond at the speed of thought".

Beta test user Samuel Anders (pictured below) successfully utilized NIC2 technology to provision, develop, and launch a fully functional website and customer portal in 17 seconds. "I consider myself a 'power user' of technology, so I was eager to plug-in to NIC2 and translate my ideas into a working solution. The results were simply amazing."

The following tasks are just a small example of what can be accomplished in milliseconds using NIC2:
  • Provision new landing pages
  • Change passwords
  • Grant permissions to portal users
  • Publish a press release
  • Add/modify workflow rules
  • Update style sheet
NIC2 is licensed per user and requires a lengthy pre-qualification questionnaire and note from a Doctor before use.

(Actual results may not be identical to those experienced by Mr Anders. NIC2 is not FDA approved and is currently not legal in many countries. Please contact sales for more information)

Posted: Tuesday, March 31, 2009 8:38:03 PM (GMT Standard Time, UTC+00:00)  #   
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Publishing web forms to your portal or website using Salesforce Page Layouts is definitely in my Top 10 i-Dialogue features list.

And now with the new Page Layout designer made available in Salesforce Winter '09, I find myself regularly encouraging customers to design and manage their i-Dialogue web forms in Salesforce.

Here's a short video (duration 3:50 ) that provides an update on some new features in the Dialogue Script PageLayout control that make Salesforce and i-Dialogue a fantastic combination for managing web applications.

Posted: Wednesday, March 25, 2009 1:56:53 AM (GMT Standard Time, UTC+00:00)  #   
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Interested in an online eCommerce solution integrated with Salesforce CRM? If "yes", then there's a lot we'd like to learn about your organization and requirements.

This solution map is a first step towards converting a multi-week information gathering process into a multi-day process with the aid of an online questionnaire and solution configuration utility.


Posted: Sunday, March 22, 2009 7:50:17 PM (GMT Standard Time, UTC+00:00)  #   
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It's ironic how customer portals are deployed on the premise of providing "self-service" and "call deflection", but when poorly implemented, portals actually result in a net increase in administrative responsibility.

Portal administration time wasters:
  • Granting access to portal
  • Resetting passwords
Here are some general rules that ensure customers really are getting self-service to the information they need and reducing the time you spend managing the online relationship.

Rule of Least Privilege
All Leads and Contacts should automatically be members of the portal without any manual intervention. They are granted minimal privileges on the website by default. Granting access to more features requires changing a "role" or "rule" on the profile or account record.



Consistent Online Account
A customers online identity should remain consistent throughout the entire customer lifecycle. Once a lead self-identifies on a website and creates an account, that account/password must never change as a result of some front or back-office change, such a CRM Lead-to-Contact conversion or ERP account creation.

Single Sign On
Similar to being consistent with a single account, single-sign-on (or "SSO") ensures customers have access to "all" online applications and features using a single account.

Password Recovery Options
Most portal related support calls are related to password recovery, or inability to access the portal.

Anytime a password is being requested to access a portal, customers must have immediate access to their password recovery options. The password recovery process should *immediately* send an email to the requested account with instructions on how to reset or recover their password.

A link to online help on the signon page is also a great preventative measure.


As a fallback, a password reset button should be made available in the CRM system. The "reset and email" workflow should be contained in a single dialog box for the portal admin or CSR.

Portal Activation Invitations
When rule of least privilege is automatically granted to all Leads and Contacts in a CRM system, it becomes necessary to allow customers to activate their account and establish their password online.

A "welcome" page template is made available that allows customers to enter their email address and progress through a simple 2 step process to set their password before accessing the portal.

The welcome page should prevent subsequent activation attempts by already activated users.

Implementing the measures above has proven to dramatically reduce the administrative overhead of managing a portal and increasing customer satisfaction when using online portal services.

Posted: Wednesday, February 18, 2009 3:17:37 AM (GMT Standard Time, UTC+00:00)  #   
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Our best portal solutions emerge when our interests align with our customers. Such is the case with our Quote to Cash (Q2C) process, which we not only use for our own business, but plan to offer as an AppExchange application. After all, what better demonstration can any company give than how they use their software to run their own business?

At it's most simplest, the Q2C process is as follows:

1. Lead is generated and entered into Salesforce
2. Lead is converted to Opportunity
3. Product Line items are added to Opportunity in response to customer needs
4. A link to an online quote/service order is sent to the customer for review
5. The customer provides feedback on quote
6. Finally, the customer purchases online. Opportunity is updated as Closed-Won


You'll notice that step 4 provides a link to quote "slash" order form. Traditionally, "quotes" and "orders" are two separate entities. For an optimized online Q2C process, these are one and the same (just be sure to add some standard expiration verbiage to the quote template).

So, there are clearly some significant benefits to this process. But what are some drawbacks?

1) Change history. By default, if your Sales rep goes through 2-3 iterations with a customer and generates several quotes, you'll lose the change history. The workaround is to enable history tracking in Salesforce on the Opportunity record. An audit trail will exist, but you'll need to reconcile change events with dates to determine exactly what the customer saw on a particular date. Because this need to audit quote history only happens 1% of the time in our process, this trade-off is acceptable. Sales reps optionally have the ability to PDF print a quote at any time.

2) Contract signature. There is an implicit step 5.5 in the process above for getting the customers signature for certain types of agreements. We use our own i-Dialogue HTML to PDF converter for taking a snapshot of the online quote then send it out for signature via EchoSign. But some opportunities where an agreement is already in place, such as site upgrades, it is sufficient to include legal verbiage in step 6 that says "you agree to the terms and conditions available here". The onus is then on the customer to print the agreement for future reference.

3) Online payment processing. We're happy using our own Pay Pal cloud connector in step 6 for accepting online payments and automatically updating the corresponding Opportunity, but we work with several clients that must use particular payment gateways for compliance reasons. It's not difficult to plug this process into any payment gateway, but extra effort is required.

This process is kept simple by design in order to enable re-purposing the solution as an AppExchange application. We could, for example, use a custom Quote object to address the change history issue, or correlate Quotes with Campaigns for influence reports; but this can quickly lead to dual maintenance of records, plus we can't assume all Salesforce customers will have access to these features.

This Q2C process is nearly identical to the online donation process for non-profits, which I'll describe in upcoming weeks. Stay tuned and "happy quoting"!

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Posted: Saturday, February 07, 2009 7:29:53 PM (GMT Standard Time, UTC+00:00)  #   
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What is the best operating system for accessing cloud-based services? Windows? Mac? Linux? gOS?

In my experience, the best operating system for the cloud is not an OS at all. It's Express Gate from ASUS.

This BIOS managed application boots up in 5 seconds and has a fantastic built-in web browser that works great with Google Apps, Salesforce, and many other applications.

Even though the actor in the video below is using a desktop, this would make an ideal Netbook OS.

Posted: Saturday, January 10, 2009 2:57:05 AM (GMT Standard Time, UTC+00:00)  #   
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Despite the brief outage of Salesforce.com today, the sky is not falling. See my blog post from about 3 years ago for some perspective.

Posted: Wednesday, January 07, 2009 12:51:29 AM (GMT Standard Time, UTC+00:00)  #   
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The Salesforce service appears to be down. This outage should have no impact on i-Dialogue hosted sites, but may impact page templates that are dependent on real-time Salesforce data.

We are monitoring the situation closely.
You may monitor the status of this service at http://trust.salesforce.com/ or http://www.trustsaas.com

UPDATE: 1:25 pm PST : All Instances and Trust.salesforce.com Service Disruption - Resolved 
The Salesforce.com Technology Team has resolved the service availability issue on all instances and trust.salesforce.com. The problem began at 20:39 UTC and was resolved as of 21:17 UTC, during which time the service was largely unavailable. We apologize for any inconvenience this may be causing you.

Posted: Tuesday, January 06, 2009 8:51:15 PM (GMT Standard Time, UTC+00:00)  #   
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... is to invent it (to borrow from an Alan Kay quote)CrystalBall.jpg

Given that my 2007 and 2008 predictions were too dependent on other people or organizations (don't follow those links. It was painful enough for me to re-read them ;-) ), I'm taking a different approach this year and simply "predicting" what's going to happen in 2009 based on variables within our control.

"Year of the Cloud"
I like to think small businesses are a leading indicator of the broader economy, and if that's the case, then 2009 will be a strong year for cloud computing as small businesses move to both produce and consume cloud based services. Future Fortune 500 companies will start in 2009 with SaaS and cloud computing baked into their DNA.

"CRM 2.0 = Community Relationship Management"
"Web 2.0" features, such as democratization, user-generated content, tagging, and rating will find their way into B2B portals and websites. "Social networking" will be a feature of web content management systems, instead of a silo application.

Customers will increasingly want go online and manage the relationship with their suppliers/vendors through their portals.

The job title of "Community Manager" will become common. They'll need tools like the Community Graph to gauge customer demands and needs.

"Browser Is the New IDE"
Web development will increasingly be done with lighter weight tools, such as Firefox and FireBug, allowing for a completely browser-based integrated development environment. Developers will have the agility to access and modify their applications from anywhere in the world using netbooks.

Websites will no longer be seen as being discrete deliverable projects. Instead, websites will become fluid entities that morph and adapt to the clients and organization's needs. The browser IDE will enable this agility.

Visual Studio .NET and Eclipse will remain powerful, essential, yet "old school" tools. The inherent conflict of interest between SaaS and traditional IDE's will result in more browser IDE adoption.

"Useful Metrics"
Online solutions will break away from the legacy of "Business Intelligence" and "Marketing Analytics" and provide real-time metrics that are pragmatic, useful, and actionable.

"Gaming As A Metaphor"
CRM and call center workers will adopt line of business applications much more readily if the user experience is aligned with video game design elements. Responsive, real-time, and graphical UI's will be favored over forms-based applications.

Employees will prefer to "interact" with their customers online in much the same way they interact online in PVP games. Learning curves will be reduced and adoption will increase.

Company goals and missions can be more easily visualized and real-time feedback provided through rich game-like interfaces.

"Collaborative Development"
An extension of the IDE will give web developers direct access to an online repository of pre-built scripts and cloud connectors, from Google Charts and Maps, to Salesforce web to lead forms, and StrikeIron tax services.

Principles of open source and Creative Commons will encourage this "remix" and mash-up of web services to produce new and unique solutions.

"Dynamic Languages"
More than half of all new web development projects will choose to use a dynamic languages, such as Python, Ruby, PHP, or Perl. Browser-based IDEs will accelerate this adoption. Javascript and JQuery will become essential tools for building responsive and interactive web applications.

"Domain Specific Languages (DSL)"
New languages will continue to emerge that are suited for specific tasks and domains. Our own language, Dialogue, will enable web developers and business users to think abstractly about their website/portal/community and easily interact with their online constituents.

"Amazon EC2 Will Rock"
The ease of provisioning an operating system and storage through Amazon and paying for resources based on usage will make EC2 the status quo platform for cloud developers.

"3rd Party Google Apps Get Serious"
Google Apps are at the threshold of being adopted by several organizations, large and small. The only obstacle being industry specific configuration, monitoring, and auditing. 3rd party partner apps will start to move in to help verticalize Google Apps and replace existing email/calendar productivity applications.

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Posted: Wednesday, December 31, 2008 3:44:09 AM (GMT Standard Time, UTC+00:00)  #   
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A core tenet of i-Dialogue 9 is that all website entities inherit the following social interfaces and behaviors:

  • Comment
  • Rating
  • Tag

Objects integrated with other systems, such as Salesforce.com, automatically inherit these social extensions.

Once a community becomes active on a website, how does this information become actionable for a Product or Marketing Manager? How do you visualize a plethora of comments, ratings, and tags on a website? i-Dialogue 9 solves this problem by providing a graphical analytics application for visualizing the online community.


The community graph is interactive and supports high-level visualization of the community and the ability to zoom in on any entity. Graph nodes are color coded to indicate increased activity or negative ratings.

Graph nodes may be modified or removed (for community moderation).

Graph nodes may be ordered by time (most recent at top), rating (highest rated top to bottom), comments (most commented at top) or tags (most tagged at top).

Internal employees may assign a Task to any entity for follow-up.

Default Social Entities:

  • Knowledge Base Article
  • Trouble Ticket (aka Case or Issue)
  • Discussion Forum / Topics / Post
  • Document
  • Article (Blog or Webpage)
  • User
  • Chat

Alerts:
Any user may initiate a 'Watch' anywhere within the object graph hierarchy. A watch results in email notification when any child entity is updated.

Product Roadmap Notes
Technology: Silverlight
Anticipated Release Date(s)
Social entity behaviors= Winter 2009
Community Graph=Spring 2009

Posted: Tuesday, December 16, 2008 7:26:19 AM (GMT Standard Time, UTC+00:00)  #   
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Salesforce.com announced support for Google Apps Engine (GAE), which is a cloud-based platform for developing websites and portals using Python.

Between GAE, Dialogue Script, and the Salesforce/Plone project, there certainly is a lot of love going around for creating sites with Python.
Posted: Monday, December 08, 2008 5:40:52 PM (GMT Standard Time, UTC+00:00)  #   
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Dynamic RSS Feeds are a little known, but powerful feature in i-Dialogue; and when integrated with a cloud data source, such as Salesforce.com, can be used to keep your visitors up to date and pull them into your site.

As users start to adopt RSS Readers for aggregating their news, it becomes even more important for Marketing Managers to become familiar with RSS and how to get mindshare in the "new inbox".

This Wiki article describe how to setup a recruiting RSS feed of recent job postings. RSS feeds are expressed as SOQL Plus queries, so you can add anything to your feed.

The major components to this Dialogue pattern include:
1) Salesforce managed record (Press release, listing, property, etc...)
2) A published RSS feed that displays top 10 or 20 items
3) A click-though landing page that displays record details

Our implementation services team can deploy this Dialogue template in less than 60 minutes. Give us a call to learn more.

 


Posted: Saturday, November 29, 2008 6:04:28 PM (GMT Standard Time, UTC+00:00)  #   
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(With respect to Aerosmith)

Amazon just announced CloudFront; an Akamai-like service for hosting web resources closer to end-consumers of websites and portals.

How can CloudFront improve my i-Dialogue hosted solution?
i-Dialogue solutions are hosted in Plano, Texas and the Pacific NorthWest. When a visitor to your site in Europe requests a web page or document, that file must travel half-way around the world to the requesters browser (where it is typically cached for future requests).

CloudFront allows commonly accessed files, such as images, cascading style sheets, and javascript libraries, to be hosted and cached at various locations around the world to minimize the distance travelled to serve these resources.

How do I get started?
This service is currently in beta. We will initially pass through Amazon's CloudFront subscription costs directly to subscribers (setup and configuration fees may apply). Contact info@cubiccompass.com to learn more and get started.

How does CloudFront impact the content publishing process?
We are still researching how CloudFront impacts a typical content publishing workflow and what extra steps will be required by content publishers.

The long term goal is to manage CloudFront as a black box and any files/images copied to a specified folder on the i-Dialogue CMS are immediately replicated to CloudFront.

Dynamic pages will still be hosted on i-Dialogue and real-time data will still be retrieved from their content source (such as Salesforce, Google, or Microsoft services).

Where are the edge network locations?
Here's the info from Amazon's website on available network locations:

The Amazon CloudFront Network

To deliver content to end users with lower latency, Amazon CloudFront uses a network of edge locations world-wide. Amazon CloudFront uses the following edge locations:

United States
  • Ashburn, VA 
  • Dallas/Fort Worth, TX
  • Los Angeles, CA
  • Miami, FL
  • Newark, NJ
  • Palo Alto, CA
  • Seattle, WA
  • St. Louis, MO
Europe
  • Amsterdam
  • Dublin
  • Frankfurt
  • London
Asia
  • Hong Kong
  • Tokyo


Posted: Wednesday, November 19, 2008 6:56:53 PM (GMT Standard Time, UTC+00:00)  #   
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In times of economic pressure, web developers commonly take one of 2 paths.

Option a) Recede with the recession and fall back on known technologies and solutions (such as open source CMS's, databases, HTML, Javascript). (ie "Play it safe" or "ride it out")
Option b) Make progress, learn new skills, and invest in the next wave of technology.

Unfortunately, the majority of Developers chose option A, not realizing how diluted their skills become by competing with a global marketplace taking the same strategy.

Those investing in new skills during a recession are best positioned to capitalize on the inevitable next wave.

A recent Forrester Research article highlights the oncoming commoditization of Enterprise 2.0 applications and foreshadows the need for developers to leverage services outside their organization. Web developers must start adding value to their organizations by looking beyond the capabilities of a single CMS or portal.  We live in a service oriented world and horizontal integration with other services on the web is often times only a cut-n-paste away.

So what will be the next $100K+ salaried position in Web Development? "Mashup Developer" may be a contrived and temporary term, but it correctly communicates in spirit where the market is going and what skills will be in demand.

Web developers need to work in cross functional teams across all business lines and enable online communication between customers, partners, and employees using a multi-dimensional Internet navigation framework, so to speak (ok... shameless plug for the origin of "Cubic Compass" :-) ).

Cubic Compass developers that are investing in mashups involving "Google/Salesforce/StrikeIron/Amazon/OpenID" will emerge as the next CTO's and CIO's when the economy rebounds by chosing "option B" and investing in new skills.

Some recommended next steps for capitalizing on this opportunity:

Posted: Wednesday, November 19, 2008 3:41:15 AM (GMT Standard Time, UTC+00:00)  #   
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The focus of the Day 1 keynote was the announcement of Salesforce "Sites", which is the ability to allow anonymous, public access to VisualForce pages.

Evangelizing the need for tighter integration between websites and CRM has, at times, seemed like an uphill battle for us the past 3 years. This announcement brought Customer Experience Management to the forefront and shifted the conversation from "build or buy" to "which cloud platform" to use for web development almost over night.

The timing of our ".NET As A Service" announcement was extremely relevant and we had many interesting conversations with visitors to our booth in the expo hall.

The keynote then shifted to a discussion with Neil Young and his LincVolt project. With the pending bailout of Detroit auto manufacturers looming, it was inspiring to see this "Single Man with a Vision" story as Neil revealed a multi-fueled (primarily battery powered) converted 1959 Lincoln.

Foo Fighters played the Monday night Gala (the temporary loss of hearing was well worth it).

"No servers" and "No software" continued to be the mantra through the Day 2 keynote as Salesforce demonstrated a real-world use case of how Dell is using Salesforce for channel management and using customer Ideas. In typical contrarian style, Michael Dell came out on stage and proceeded to promote notebooks, servers, and SCSI array configuration software (gotta love this guy).

Suppressed from this years Dreamforce event was any mention of Venture Capital or the $400+ Million invested in Salesforce partner solutions to date. The partner summit on Wednesday had a much more pragmatic tone that revealed the true lower cost to entry made available by Platform-As-A-Service and the ability to get going without equity investment.

Another contrast from last years message was Salesforce's emphasis to "double down" on horizontal CRM platform services and empower partners to build native vertical applications.

In conclusion, my general sense is that the current economy is forcing a process of retrenchment around the world. Cloud computing is benefiting from this paradigm shift because of its demonstrable cost reductions and efficiencies of scale. One of my favorite quotes from a CIO at the event said "By this time next year, the leader in your market will be leveraging cloud computing. I hope that company is yours."


Posted: Tuesday, November 11, 2008 7:55:06 PM (GMT Standard Time, UTC+00:00)  #   
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Well, we're just about 24 hours away from kicking off Dreamforce 08. This will be my 4th Dreamforce (tire kicker/user in '05, presenter/sForce hero in '06, sponsor '07, sponsor '08).

I'm sure the blogosphere and tweets will be on fire throughout the week, but I'll do my best to post the latest here.

Some key areas I'll be focusing on:

  • Campaign Influence reports. Making Salesforce Campaigns the primary hub for managing internet campaigns and automatically updating responses from multiple channels
  • Advanced reporting. Several of our clients are sitting on tons of web event information and the reporting/mining inquiries are getting increasingly complex. Hoping to learn some new tricks in this area
  • MetaData API. Ability to provision i-Dialogue more quickly. Reduce repeated manual configuration of adding custom objects/fields.
  • Google API. In particular, exporting our web events to Google Spreadsheets and using Google Charting and Visualization tools

Please come up to booth #211 and introduce yourself. Bryce Hamrick, our Implementation Services Project Manager, and I are looking forward to meeting you!

Posted: Saturday, November 01, 2008 10:24:55 PM (GMT Standard Time, UTC+00:00)  #   
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Congratulations to this years Navigator Award winners! There were so many to choose from and we ended up adding a couple extra categories to showcase some truly magnificant i-Dialogue solutions.

PORTLAND, OR (October 27, 2008)   

Cubic Compass Announces 2008 Navigator Awards

Cubic Compass, a provider of on-demand web content management solutions, today announced the recipients of the 2008 Navigator Awards. Navigator Awards recognize organizations who have made significant contributions to enabling one-to-one online "dialogues" with their customers, partners, or employees through the use of CRM and the i-Dialogue Web Suite.

Best Overall Solution
www.LeftHandNetworks.com



LeftHand Networks (LHN) utilizes the i-Dialogue Web Suite for their main website, partner portal, customer portal, and product discussion forums. The portal staging and high-availability capabilities of i-Dialogue Unlimited Edition are employed to apply a disciplined multi-stage content publishing process that ensures the right information is available to the right person at the right time.

As an early adopter of Salesforce, LHN defined all facets of their business using custom objects in Salesforce and needed a highly customizable CMS to leverage their existing CRM investment. LHN's internal staff used the i-Dialogue API to develop a variety of online web applications, such as event management, license management, product pricelists and quoting, and a site-wide search engine.

LeftHand Networks was acquired by Hewlett Packard in October 2008 for $360M and continues to be recognized as an industry leading provider of iSCSI SAN solutions. 


Best Web Design
www.ConfigureSoft.com

ConfigureSoft makes use of rich multimedia and informational collateral to provide an interactive and personalized experience for their Customers and Partners.

Other online features deployed by ConfigureSoft include webinar event registration, discussion forums, partner portal, and customer portal.


Best B2B Portal
portal.iGrafx.com


iGrafx manages the entire customer life-cycle using i-Dialogue; from demand generation and lead cultivation to providing an online eStore and customer support forums.

iGrafx automates the lead cultivation process by providing self-service to case studies, user guides, and product downloads then follows up with automated emails using i-Dialogue drip email marketing. All online interactions and downloads are captured in Salesforce and used by Marketing and Sales to gauge customers interest in online resources.



Best Partner Portal
Planar


Planar has grown in recent years through the acquisition of new businesses. Planar deployed a partner portal for their digital signage business unit in 2007 and continues to expand their channel marketing efforts in 2008 by deploying partner portals for their home theater and control room business units.

i-Dialogue Premier Edition allows Planar to deploy multiple, uniquely branded partner portals that provide channel partners with 24/7 access to product marketing materials, news, events, software updates, and training resources.

Planar IT staff were early adopters of Dialogue Script and leveraged their in-house web development skills to create a dynamic and well organized online experience.


Best Non-Profit Portal
www.RISENetwork.org

RISE - Resources for Indispensable Schools and Educators

RISE is a national nonprofit organization that helps K-12 public schools in low-income communities attract and retain experienced, talented teachers so all students can achieve at high levels.  www.RISENetwork.org facilitates online dialogues between Teachers and Schools using i-Dialogue and Salesforce to manage contact identities, applications, and workflow processes.

Online features include application management and screening, Job Search, Application Search, Google maps, Survey response metrics, teacher-school communications, and Job/Teacher interest level tagging.


Best Consumer Web Solution
my.ColoradoPlasticSurgery.com

Like most small business and practice managers, Dr. Nick Slenkovich of the Colorado Plastic Surgery Center, was inundated with solicitations from pay per click and referral networks promising new Leads. Most referral partners provided information on how many leads were referred, but Dr Slenkovich required more insight into what kinds of Leads and Opportunities were produced from each referral source.
 
By using Salesforce Pro Edition with Campaigns integrated with i-Dialogue, Dr. Slenkovich deployed an intelligent landing page management solution and created unique tracking codes for all referral partners that resulted in detailed campaign influence reports in Salesforce. Google AdWords, banner ads, and referral partner marketing expenses are all now evaluated by the quality of opportunities they produce instead of the quantity of Leads.

Posted: Saturday, October 25, 2008 11:35:18 PM (GMT Standard Time, UTC+00:00)  #   
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Jakob Nielson posted an interesting article on Transactional Email and Confirmation Messages.

In a Salesforce CRM context, this basically boils down to the subject and message contained within Web-to-Lead and Web-to-Case email auto-responders.

On the Lead side, I recommend a series of informative emails, aka an email drip campaign, that are conversational and informative in nature (even though Jacob advises against message sequences in an order shipping scenario, they are very effective when applied to Lead cultivation).

The email should appear as if it were sent from an actual person and not an automated response.

Example:

Subject: Follow-Up To Your Case Study Download
Hello {!Lead.FirstName},

Thank you for your interest in [product/service/organization]. I thought you may also be interested in the following resources:
  • Link 1
  • Link 2
  • Link 3
Please feel free to reply to this email with any questions.


Regards,

Personalized Signature
With complete contact information


For Web-to-Case, the best advice is to simply acknowledge receipt and describe what next steps are being taken to resolve the customer issue.

Subject: Support Ticket Received
Hello {!Contact.FirstName},

We received your trouble ticket. A service representative will review your case and respond within X hours.


The following online resources may be useful in resolving your issue.
  • Link 1
  • Link 2
  • Link 3


Notice both emails make use of bullets to break up the monotony of raw text and run-on paragraphs.

For case management, these links should also be published directly next to the web-to-case form to encourage self-service to FAQ'a and solutions prior to submitting a case.

Posted: Friday, October 24, 2008 10:07:29 PM (GMT Standard Time, UTC+00:00)  #   
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So, it was announced back in July that Journey will play Dreamforce. Then Mark at SalesforceWatch spots a change on the Dreamforce website announcing Foo Fighters will play.

hmmmm... seems like deja vu all over again. ;-)

Posted: Wednesday, October 22, 2008 6:02:58 AM (GMT Standard Time, UTC+00:00)  #   
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Python is here! A couple months ago I mentioned the need for more dynamic language support in SaaS solutions. Last month we announced support for JScript and this month I'm happy to announce support for IronPython in i-Dialogue.

I spent the weekend learning some Python basics and created a simple (and I mean simple) Python demonstration in the i-Dialogue Developers Sandbox. You're welcome to modify this source and experiment on your own.

After years of working with the Salesforce API using statically typed languages; such as C#, Java, and Apex; it is refreshing to re-approach old problems through new eyes. After only a few days of playing with Python, I see now what others have been raving about.

Web developers will really enjoy using Python with Dialogue Script:

  • Cleaner code. Easier to read and manage
  • No need for thick IDEs. Too often, an IDE like Eclipse or Visual Studio stands between you and the desired solution. Dialogue Script development is 100% browser-based (yes, it even works in Chrome!)
  • Agile business rules management. Work side-by-side with business users and apply business rules directly in web pages
  • Dynamic typing
Posted: Sunday, October 12, 2008 8:53:07 PM (GMT Standard Time, UTC+00:00)  #   
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There's been a reshuffling of booths at Dreamforce. We're in the same location, but the booth number is now #211 (was 311).

I'm really looking forward to finally placing names with faces, and meeting lots of new people at this event

Posted: Thursday, October 09, 2008 8:11:55 PM (GMT Standard Time, UTC+00:00)  #   
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Last January I shared some thoughts on keeping hosted services up and running 99.9% of the time. eMarketing Websites and portals often do not have the luxury of going down for 3 hours of maintenance (or even 3 minutes), leaving me to often envy the planned maintenance notices I receive from Salesforce when logging in :-).

As you can see from the daily report below, our monitoring service loves to occasionally tease us with uptime reports hovering at 99.89% uptime.

Some key things we observe and monitor:

  • "Downtime" in the report is measured in blocks of 5 minutes, so what may have actually been a 10 second outage gets reported as a 5 minute outage, skewing the actual results.
  • Sub-second response time (< 1000 milliseconds), while not contractually in the SLA, is a key metric in determining site performance and customer experience.
  • Customers who deploy changes to a staging server first (available in Unlimited Edition) have a much higher likelihood of sustaining 100% uptime day over day.
  • Reliance on a good datacenter partner is critical. Our offices are not the most luxurious, but we spare no expense on our datacenter location and services.
Posted: Thursday, October 02, 2008 8:20:47 PM (GMT Standard Time, UTC+00:00)  #   
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Inevitably, some Developers need to apply advanced business and content manipulation rules to web/portal pages that display collections of Salesforce records.

This trick of using Javascript Arrays works very well. The basic components of this pattern are:

  • Create a Javascript object that mirrors the Salesforce object and fields to be managed
  • Use a Dialogue Script Repeater control to select a collection of records from Salesforce and package them into a client-side Javascript array.
  • Render the web page using the Javascript collection of objects.

Very powerful technique. I can foresee the need to extend DScript controls to return results in a format such as JSON, which is already in use in our AJAX library.

You can view a source code example in the Developer Sandbox.

Posted: Thursday, October 02, 2008 6:12:05 PM (GMT Standard Time, UTC+00:00)  #   
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As the Financial Institution's fall one-by-one, I'm drawn to the influence that software is having on Wall Street.

I've long been an admirer of James Goodnight, CEO of business intelligence company SAS, and the SAS culture. The SAS value proposition was originally represented to me several years ago as "We help banks identify risk using data warehouse technology".

So I wondered what role SAS may have had in the mortgage crisis. At it's peak, WAMU, and several other banks were advertising "Mortgage approvals in 10 minutes!" The assumption being that they were using massive data warehouses, like those powered by SAS, to quickly determine whether or not a customer was credit worthy.

But apparently these risk management systems were either skewed to accept unnecessary risk, or they were simply ignored. SAS derives the majority of it's $2B in revenue from Financial Services (yes... that's 2 Billion with a "B"... and they're still a private company) so I was somewhat amused to find this article where Mr Goodnight says:

“It doesn’t really matter what Wall Street wants. They’ve proven they don’t know what they are doing. They’ve made a mess of their own companies.”

“I think we need to get to the point where we don’t worry about what Wall Street thinks all the time because it’s clear Wall Street has not performed at all. Bank after bank has been going under with the exception of Goldman Sachs or JP Morgan Chase”

The latest issue of Dr. Dobb's Journal has an article titled "Is Your Next Language COBOL?", where they report that 70% of Merrill Lynch's business runs on COBOL... a 50 year old programming language. Merrill purchased 5,000 seats of Salesforce back in 2005. They've since been acquired by Bank of America.

Last year, Salesforce was betting big on wealth management and selling into the board rooms of financial instutions. I don't think the latest fallout impacts this strategy negatively. If anything, the re-building process on Wall Street will force a critical review of SaaS and on-demand solutions as they build out next generation infrastructure.

One area worth following closely is algorithmic trading. It's estimated that one-third of all stock trades were driven by automatic programs in 2006. By 2010, that figure will likely reach 50%.

You can draw your own conclusions. Were financial institutions ignoring decision support systems? Were their systems outdated? Is automation moving too fast for humans to reliably intervene and prevent financial disasters?

Thankfully, no one is blaming technology for this mess. If anything, there is a universal concession that "this is the future" and we'll need to deal with it.

The Internet has enabled a globalized economy. Whether or not it makes sense to trust a geographic center of influence for financial services in New York is clearly being called into question.

Posted: Friday, September 26, 2008 3:11:30 AM (GMT Standard Time, UTC+00:00)  #   
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Good web form design consistently accomplishes:

  • End User Convenience
  • Data Validation

This web-to-contact form in the i-Dialogue Developer's Sandbox looks pretty simple on the surface, but it implements several subtle best practices that often get overlooked.

How to Make Web Forms Convenient

The "First Name" textbox incorporates use of the "HasFocus" attribute to ensure the user does not have to click on the textbox to begin data entry. They simply start typing.

<dlog:TextBox id='FirstNameTxt' FieldName='FirstName' HasFocus="true" />

Tab orders are logically defined so that the end user can progress through the web form without need for selecting each textbox (while a TabOrder attribute is available, default behavior is to simply progress through the form fields top-to-bottom).

Finally, the DScript button control sets the "IsDefault" attribute to "true" to ensure that if the Enter key is hit, the form will automatically submit the form on behalf of clicking the button.

<dlog:Button id='SubmitBtn' Text='Contact Us' IsDefault="true" />

Data Validation

There's a new Wiki article on Page Validation that describes both client-side and server-side validation techniques using Dialogue Script.

Client-side validation is sufficient for most marketing web forms, but portal applications typically must take extra precaution and also validate data entry on the server.

Dialogue Script supports the full array of ASP.NET Data validation controls. Our demo web to lead form uses the RequiredFieldValidator control to prevent the web form from being submitted with an empty Email value.

<asp:RequiredFieldValidator 
        id="valEmailRequired" 
        ControlToValidate="EmailTxt" 
        Display="dynamic">* Email Required
</asp:RequiredFieldValidator>

The RegularExpressionValidator control may be used to validate that the email address is well formed (such as requiring "@" and "." symbols in the address).

<asp:RegularExpressionValidator
        id="regEmail"
        ControlToValidate="EmailTxt"
        Text="(Invalid email)"
        ValidationExpression="\w+([-+.']\w+)*@\w+([-.]\w+)*\.\w+([-.]\w+)*" />    

Another side benefit of applying validation to web forms is the prevention of SPAM, which is caused by automated bots that roam the Internet hoping to share links of various V1@gra sites on unsuspecting Blogs.

Posted: Thursday, September 25, 2008 5:02:34 AM (GMT Standard Time, UTC+00:00)  #   
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We're only 45 days away from Dreamforce and the launch of our new platform, code named "Fibonacci".

Some exciting new features we'll be demonstrating:

  • "Get It Now" provisioning
  • Python script language integration
  • Built-in User Experience best practices
  • On-demand script sharing with other i-Dialogue Developers

Why code name "Fibonacci"? Perhaps because the new features enable exponential growth? Because good web design makes consistent use of the Golden Ratio? (I don't know really... our previous release was named "Caprica" and you'd have to be a BSG fan to understand that :-) ).

Stop by booth #311 at Dreamforce to check it out!

Posted: Thursday, September 18, 2008 2:12:59 AM (GMT Standard Time, UTC+00:00)  #   
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Is it just me, or does the opening title in the Dreamforce 08 Trailer "For six years, big dreams have had a single home..." lend itself to being a suspenseful lead into an evolutionary announcement? Like, "does Dreamforce now have two homes?" (which technically it does).

Anyway, brilliantly done.... I wonder if this is more work from Bruce Campbell? Like last years digital montage, some Salesforce video's are Hollywood scale pieces of art.

Posted: Thursday, September 11, 2008 2:09:17 AM (GMT Standard Time, UTC+00:00)  #   
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Marketing campaigns and portal applications are complex. Business rules and workflows can change weekly, sometimes daily.

The ability to adapt to change is the definition of being "agile", and agility provides the competitive edge necessary to compete in the 21st century.

I'm happy to announce the availability of a new Dialogue Script enhancement that allows organizations to program business and workflow rules directly into web and portal pages, without the need for traditional programming tools, such as Eclipse or Visual Studio.NET.

The i-Dialogue Developers Sandbox is a new addition that allows you to get hands experience working with Dialogue Script.

  • Nothing to download or install
  • Unlimited Access (no limited trial access restrictions)
  • No fees
  • Just close your web browser to restart your sandbox session

I plan to provide links to working examples in the Sandbox for all future articles so you can dig right in and experiment on your own.

Posted: Saturday, September 06, 2008 3:51:10 AM (GMT Standard Time, UTC+00:00)  #   
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Google Chrome is a hit on 2 fronts:

  1. It's the best web browser out there for using multiple Office 2.0 web applications
  2. The Marketing story about Google Chrome is so good, I was prepared to make the above the statement before even trying the product!

So I download Chrome and fire up my array of productivity apps and just start working like I would in IE or Firefox:

  • Tab 1: Google Mail now has more real estate
  • Tab 2: Google Calendar. Maybe its me, but it seems to load a little faster
  • Tab 3: Google Docs. Works as expected
  • Tab 4: Salesforce.com. no noticeable problems
  • Tab 5: Our own website... fine from end-user perspective, but alignment of some modal dialog boxes in admin experience looks a little off
  • Tab 6: Salesforce API. Need to look something up for a client and the collapsible left navigation doesn't work
  • Tab 7: Loving Chrome so much after a few hours I gotta blog about it... but the WYSIWYG editor doesn't work (oh well.... open IE to blog about how much I love Chrome... I guess there's some irony there :-) )

Windows Task Manager (screenshot below) gives me an indication of how much memory Chrome's 7 tabs are consuming compared to Internet Explorer with 2 tabs open.

The key difference with Chrome is that each "Tab" is actually an independent process, so when an Office 2.0 app goes bad, it doesn't bring down the entire browser (happens to me at least once per day when using GMail in IE.... never happened in Firefox).

Simply stated: If you routinely use Salesforce and at least one other Office 2.0 app, you should check-out Chrome. download here (Beta).

Posted: Wednesday, September 03, 2008 3:48:06 AM (GMT Standard Time, UTC+00:00)  #   
Comments [1]  | 
Good thing Oregon has a mail-in ballot, because I just realized we'll be attending Dreamforce on election night, November 4th, 2008.

I wonder if Salesforce can provision one of those unlimited seat orgs to open up voting to the masses online? ;-)

Posted: Tuesday, August 26, 2008 3:42:37 AM (GMT Standard Time, UTC+00:00)  #   
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It's amazing how much ROI (definition:return on investment) can be achieved from the skillful placement of a single web page in the funnel of a campaign.

Elena, WebMaster at Configuresoft, shares this experience with using a piece of CampaignResponder script in an event registration campaign (and only 3 weeks after the feature was released!).

"The campaign was a success. Since the Campaign Response script allowed us to provide customers with a one-click registration (without filling out a form), we received twice the number of registrations than usual (over 350) and had to order an additional dial-in line for the webinar (that's a good thing though). And since I didn't have to mark those registrations manually in SalesForce, it saved me 6-7 hours on just one campaign! This feature is the best thing since sliced bread! Thank you so much!"

That really is a remarkable increase in response through a bit of script. Well done Elena!

I'm assuming she created links in an email campaign in the format:
<a href="http://www.domain.com/event-response.aspx?cid={!Campaign.Id}&lead={!Lead.Id}&status=Attending">Yes, I will attend</a>
<a href="
http://www.domain.com/event-response.aspx?cid={!Campaign.Id}&lead={!Lead.Id}&status=NotAttending">No, I cannot attend at this time</a>

You can create links like this using any email application on the AppExchange... it's not specific to i-Dialogue.

Assuming the use of i-Dialogue enterprise edition at $1,195 per month, let's look at a more detailed ROI calculation.

Cost Assumptions:
i-Dialogue Subscription: $1,195 per month
Marketing Effort: $50 hr
4 campaigns per month

Savings:
6-7 hours saved per campaign = $300-$350
4 campaigns per month (saving 24-28 hrs month) = $1,200 - $1,400 savings per month

That return on investment alone covers the cost of an i-Dialogue subscription. But Elena doubled the number of webinar attendees by providing a one-click registration.

If you look at ROI as amortizing the i-Dialogue hosting costs over the number of webinar lead registrations, you get the following:

Webinar Cost Per Lead (Before):
175 attendees per weekly webinar
700 attendees per month
Spread the $1,195 cost out over 700 attendees = $1.70 per attendee.

Webinar Cost Per Lead (After):
350 attendees per webinar
4 webinars per month
1,400 attendees per month

Doubling the number of webinar registrations to 1,400 (meanwhile saving ~25 hours per month), results in a cost per lead of $0.85 per lead and increase in productivity.

That extra 25 hours can go towards creating more webinar content, or creating follow-up email cultivation campaigns to attendees.

Add in PPC, email marketing, and other acquisition costs and this scenario is still well below $5 per lead. Would you spend $5 per lead on marketing automation to sell your product or service?

No matter how you calculate ROI, marketing automation can really pay off when utilized correctly.

Posted: Tuesday, August 19, 2008 7:55:01 PM (GMT Standard Time, UTC+00:00)  #   
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Configuresoft's website recently underwent a dramatic change using i-Dialogue CMS. Configuresoft's Enterprise Configuration Management (ECM) solutions help IT professionals to deploy security updates and patches to thousands of PCs from a centralized, intelligent control panel.

Each web page makes effective use of i-Dialogue SEO metatags to ensure a Google search for "Enterprise Configuration Management" correctly displays relevant information as the top search result, while their dynamically generated Google SiteMap keeps Google informed of any changes to the website.

Google custom search and Analytics are tightly integrated into the site.

www.Configuresoft.com serves prospects, new Leads, Customers, and Partners.... all from a single CMS platform integrated with Salesforce CRM.

I really like the use of Flash on the home page with a consistent, easy to use navigation menu. Everything on the website is accessible within one-click.

Probably less obvious is Configuresoft's elaborate use of Dialogue Rules to dynamically present content to end-users based on their role.

Posted: Sunday, August 17, 2008 1:25:33 AM (GMT Standard Time, UTC+00:00)  #   
Comments [0]  | 

Congratulations to Cubic Compass customer LeftHand Networks for surpassing 3,000 customers and their continued 110 percent year-over-year growth.

Their iSCSI SAN line of products plug right into any existing IT infrastructure using commercial off-the-shelf disk storage devices and existing IP networks.

LeftHand Networks iSCSI solutions are playing in key role in the evolution of virtualized server environments.

Initially an adopter of our i-Dialogue Channel Management solution, LeftHand Networks recently deployed their 'www' domain on an i-Dialogue web content management system.

Key solution components:

  • Online Membership Management (Accounts / Passwords / Roles)
  • Single-Sign-On between portal and www domains
  • Salesforce.com CRM Integration
  • Online discussion forums
  • Channel partner deal registration and opportunity management
  • Online product price sheets and quoting
  • Document management
    • Role-based access to documents and product binaries
    • Event tracking and reporting of all document downloads
  • Training and event management
  • License key management (for activating product licenses)

LeftHand Networks internal IT staff developed several of the custom online applications using the i-Dialogue .NET API.

Posted: Sunday, August 17, 2008 1:02:45 AM (GMT Standard Time, UTC+00:00)  #   
Comments [0]  | 

I recently attended a Salesforce webinar on how to use the Google API toolkit and must admit I was very impressed.

The power of moving data from Salesforce into Google docs, coupled with an increased availability of Google visualizations and add-ons to Google spreadsheets, is starting to make Google an extremely viable option as a service based business intelligence and analytics platform.

There are really no technical barriers to integration. The challenge now is provisioning, configuration, and deployment. It was not quite clear to me on what Salesforce recommends as best practice for retrieving, storing, and managing the various types of authentication tokens. Once this challenge is reduced to a "one-click" experience, I think the mash-ups will fly.

The motion chart (below) really impressed me as a possible solution to viewing key marketing metrics over time. I'm writing a paper on customer acquisition costs and had initially assumed use of Salesforce bar charts for reporting, but the chart below looks promising. It's currently using sample data now, but the Salesforce Google API toolkit provides the ability to update the underlying Google spreadsheet with actual data.

Posted: Wednesday, August 06, 2008 8:06:05 PM (GMT Standard Time, UTC+00:00)  #   
Comments [0]  | 

 A new rating control has been added to the Dialogue Script library that supports the rating of Salesforce objects through i-Dialogue hosted web pages and portal applications.

I haven't dug too deep into the details, but apparently this control can be provisioned in a variety contexts, such as a Thumbs Up/Down rating control (it's derived from this open source Rating control, so anything that can be achieved through the documented samples is portable to the DScript control).

Customer ratings are typically captured in a junction object that intersects a Person with an Object and records their rating.

For example, here's what an example DocumentRating object might look like in Salesforce for capturing individual ratings of documents.

DocumentRating__c.LeadId__c Lookup (Lead)
DocumentRating__c.ContentId__c    Lookup (Content__c)
DocumentRating__c.Rating__c     Number (1,0)

Unlike other Dialogue Script controls that can be deployed using minimal attributes, this one needs some extra guidance to define the junction object source and related lookup fields.

Posted: Wednesday, August 06, 2008 5:35:54 PM (GMT Standard Time, UTC+00:00)  #   
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Let's face it. Any good Web 2.0 strategy (or web 3.0) needs to have a "dynamic language" story to attract serious web developers. Languages such as Ruby, Python, PHP, and Perl are seeing tremendous gains in adoption by Web Developers.

No two organizations are alike when it comes to customizing their online presence and Internet Marketing campaigns, and these dynamically typed languages are increasingly becoming the language of choice as API extensions (see Google App Engine's use of Python).

Now that Dialogue Script is generally available and actively used in production, we've started turning our attention towards how to provide Developers with more programmatic control over the display and processing of web forms and portal applications, similar to how Salesforce employs Apex Controllers in Visual Force.

Our open source C# and ASP.NET API is an extremely powerful option for those familiar with Visual Studio.NET and managing strongly typed, compiled languages. But we wanted to evolve our platform and embrace the latest trend in dynamically typed languages and to go one step further by keeping the entire web development experience service-based (ie through a web browser or rich client).

Fortunately, the Dynamic Language Runtime (DLR) will be made available to us very soon and i-Dialogue Developers will have their choice of several dynamic languages to choose from when embedding rich programming logic into their web forms.

The DLR will give Developers the "glue" necessary to mash-up Google, Salesforce, Microsoft Live, Fedex, and any other web service using a familiar programming environment. The feedback from making changes will be instantaneous (no recompiling, moving files, or unit tests), making programming an instantly gratifying experience.

The DLR extensions to Dialogue Script will drive the innovation of new development process lifecycles and quality control processes that enable globally distributed teams to iteratively and incrementally evolve complex websites, portals, and campaigns using nothing more than a $599 laptop and browser.

The entire i-Dialogue object model will be made available, so DLR scripts can programmatically control all facets of a well rounded Internet Marketing Suite, including Profiles, Pages, Email, and Web Forms.

If you've ever written a VB macro to customize an Excel spreadsheet or Word, then you'll feel right at home with this new extension. This is probably #3 in the priority queue right now, with a couple tremendous new features taking priority right now for delivery by Dreamforce, so I'll keep you posted on it's evolution.

Suffice to say, we'll seek to leverage the DLR out of the box as much as possible with very few proprietary additions, so any O'Reilly book or MSDN article on the topic will be 99% applicable, if you want to get a head start.

Posted: Monday, August 04, 2008 9:30:19 PM (GMT Standard Time, UTC+00:00)  #   
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This is very much a Beta feature right now, but i-Dialogue now provides an Outbound Message listener for synchronizing Salesforce objects in near real-time.

Outbound Messaging (OM) is an advanced feature and there is potential for circular messaging to occur when this feature is not configured correctly, but following the Wiki article should get most Admins going in the right direction.

The use of outbound messaging vs. periodic ETL polling typically spawns a debate over "real-time vs right-time" integration.

For most organizations, it is often acceptable that a press release, job posting, or new property listing appear on a website within 20-30 minutes of publishing. However, in our 2+ years experience with Salesforce and mid-market B2B customers I have fielded many requests for real-time integration.

Even though Salesforce does not have a formal SLA, the reliability of the web service API lately has allowed us to address many real-time requirements through the use of a "query and cache" design pattern. But there is a noticeable latency for transactional web pages that depend on this design, so we've developed a hybrid approach that involves real-time filter queries that return pre-fetched records as the ideal solution.

Outbound messaging ensures frequently accessed objects are always up to date and are kept synchronized in the background.

Posted: Saturday, July 26, 2008 11:05:05 PM (GMT Standard Time, UTC+00:00)  #   
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I found it interesting that Entellium, a CRM software company, is abandoning its browser based CRM application in favor of it's rich client CRM application.

This is one of several recent events that signals (to me) that a larger "Software + Services" (S+S) inflection point is now underway.

Looking at Gen Y office workers as a leading indicator, I'm often amazed at how many actually *prefer* to use rich Windows applications. The browser is just an alternative interface, much like a mobile phone.

eMarketing is a never ending battle and compromise between "reach" vs "rich", with maximum "reach" and lowest common denominator channels winning out, so I don't see this trend significantly impacting the custom interaction front lines. A website and simple HTML emails will always be guaranteed to reach a wide audience.

But I think productivity and development tools will most certainly be revived in a S+S context. Even Salesforce.com, known primarily as a web-based application, has converted me to their S+S development model of using Eclipse (a rich Windows application) to communicate with Salesforce via webservices, and I would expect the deployment of an Adobe Air-based Salesforce application to be announced in the near future to keep them relevant with this trend.

"Multi-client" may become the new buzzword that replaces "multi-tenant" in SaaS circles.

Posted: Wednesday, July 23, 2008 8:19:05 PM (GMT Standard Time, UTC+00:00)  #   
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The "Milestones" feature in i-Dialogue CMS can really save your bacon if you ever need to rollback a particular web page to a previous version.

Here's a quick walk-through of this feature (click the "Play" button below to view).

Posted: Tuesday, July 22, 2008 1:57:20 AM (GMT Standard Time, UTC+00:00)  #   
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Yet another semi-scripted, one-take tutorial on how to use the Dialogue Script PageLayout control to create a simple online survey that is managed in Salesforce.

View the full screen video.

Posted: Monday, July 07, 2008 1:36:59 AM (GMT Standard Time, UTC+00:00)  #   
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It's been over a year since I took a hard look at offering a hosted i-Dialogue solution for Microsoft CRM. At the time, the Microsoft CRM partner subscription model really wasn't in place (to be fair, the Salesforce Royalty Winter gave partners shivers too :-) ).

But a lot has changed in a year:

I continue to be astonished at how many of our Salesforce customers use Microsoft Outlook, and I really see no end in sight for the Exchange beast, so it's worth conceding on this front that any truly effective eMarketing or Sales "dialogue" must integrate well with Outlook... somehow.

More on this later...

Posted: Sunday, July 06, 2008 8:53:19 PM (GMT Standard Time, UTC+00:00)  #   
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Here are a few of the features we'll be demonstrating at Dreamforce 2008 that are currently in development.

Dialogue Script / Content Management

  • New tabs added to content/script editor for easy access to "Form Handler Settings", "History and Notes", "Alerts", and "Advanced"
  • One-click milestone saves for version control. One-click restore of saved milestones.
  • Detailed history log of all content changes (who changed what and when).
  • Ability to receive real-time alerts when subscribed content is modified.
  • Form wizard: Ability to generate HTML web pages from Salesforce Page Layouts. Ability to use inlineHelpText as form labels (for use in surveys).
  • Advanced caching parameters, time-to-live, auto-refresh on Salesforce trigger event

Packaging and Deployment

  • New "Get It Now" AppExchange Package that supports just-in-time provisioning of web portals (30 day free trial).
  • Separate packages for PE and EE/UE organizations.
  • Use of metadata API to dynamically update native and custom objects depending on Salesforce edition.
  • CMS Serialization and Site Exchange feature. Package landing pages, microsites, and portals to XML. Upload to Cubic Compass Site Exchange or download serialized sites for use in web development. 

Business Intelligence and Reporting

  • Daily and Weekly email reports sent to website owners with information about site activity, SEO/PageRank stats, exceptions and errors, and new lead activity.
  • "Measures" custom object with nightly capture of configurable metrics. Ability to export to Google spreadsheets for time-series analysis.
Posted: Sunday, June 29, 2008 7:18:44 PM (GMT Standard Time, UTC+00:00)  #   
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Google Charts are the way to go if you want to spice up your i-Dialogue web pages with charts and graphs.

Check out this screencast for a quick demonstration on our new Google Chart integration.

Posted: Tuesday, June 24, 2008 3:14:36 AM (GMT Standard Time, UTC+00:00)  #   
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 Somehow, we've managed to utilize Apex without downloading and installing Eclipse for several months. When we needed to compile and upload Apex script, the path of least resistence was to create a simple web-based editor tied into the Salesforce Apex API (not pretty.... but functional).

A couple Developers have downloaded Eclipse and I've peered over their shoulder to check out the Force IDE, but I always assumed that Salesforce was going to continue innovating the web-based IDE and unshackle Developers from Visual Studio and Eclipse (have you seen the slick Intellisense in the Visual Force editor? Couldn't this be applied to the Java-syntax editor?).

But todays announcement of new Apex wrappers for Google API has me drooling and I'm finally forced (pun intended ;-) ) to download Eclipse and Force IDE to check it out.

So tomorrow we're buying a pizza and gathering around a projector in a conference room to go through the whole download, install, configure, (curse), re-install, and embrace the change being made available through this IDE.

UPDATE: This was actually a quite painless exercise. I had anticipated an hour of JAR file PATH configuration, JRE version mis-match, HTTPS firewall/connection issues, and allowed for a buffer for who knows what else.

But the total time to install, configure, and bind to a working Salesforce instance was about 15 minutes. It would have been much faster, but it was not clear that we needed to use "File->New Project" to accomplish the final task of attaching to SForce.

I had previously researched and downloaded the JRE and Eclipse versions prior to install (~15 minutes).

Some info worth sharing:
+ Eclipse.org says they'll vouch for JRE5. Force IDE supports JRE5+. We went with 1.6 (JRE6?) and have not experienced any issues with this configuration (yet).
+ Downloaded Eclipse 3.3.2 IDE for Java Developers
+ Originally unzipped the IDE to a temp downloads directory thinking Eclipse.exe was the installer. It's not. I'm now running the IDE directly from something like c:\temp\downloads\eclipse-java-europa-winter-win32. I would advise selecting a more permanent target when unzipping.
+ Using Windows XP. No idea what challenges there may be with Vista.
+ The Force IDE installation screenshots and installation instructions were very helpful. Following them literally is advised. Would be even better if this article linked to a "Hello World" article on how to set up your first project (We just poked around a blank workspace for 5 minutes not knowing what to do next within the empty Force perspective... perhaps spoiled by Eclipse's default greeting window with overly obvious help and tutorial icons).

Posted: Tuesday, June 24, 2008 2:30:47 AM (GMT Standard Time, UTC+00:00)  #   
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So many interactions are managed through the web today that it can be difficult to know where a website ends and a personalized portal begins.
 
In its most simplest definition, a portal is a website that you can login into. Often, in well designed portals, it is hard to differentiate between the main website and the portal. A logged-in user should be able to easily navigate between broadcast communications ("brochure-ware") and personalized, interactive pages. Often, dynamic websites will mix the two.
 
As always, whenever providing site visitors with self-service to information, it is critical to consider security first (Here's an in depth white paper on portal security to further explain the core differences).
 
 
Website_Portal_Pipeline.png
In the diagram above, interactions to the left-side of the pipeline do not require a visitor to self-identify. Personalized interactions to the right require the visitor to login. Points P1 and P2 identify where authenticated user experiences start and anonymous interactions end.
 
When engaging with customers and partners online, all organizations inevitably face the challenge of:
a) Defining which online applications to offer (the bubbles in the diagram)
b) Adjusting where in the user experience pipeline the application fits
c) Defining the rules that dictate P1 and P2
 
Do you allow site visitors to anonymously read discussion forums, but login to post? Do you require a login to access the knowledge base or publish the KB openly on the website?
 
There is no single, correct answer. Each organization has it's own ideas and requirements for determining who gets access to what.
 
Often times, online interactions are driven by role or tier, adding an additional variable to the enforcement of P1 and P2 per application/per role (such as supporting "Platinum" and "Gold" customers with varying levels of access).
 
As a Salesforce partner that provides both web content management and portal solutions, we sometimes get asked "either/or" questions regarding Salesforce Customer and Partner portals and how they fit into this mix. The answer varies depending on economic, quality, customization, and frequency of user access requirements.
 
i-Dialogue is capable of managing the user experience (UX) throughout the entire pipeline, but is generally weighted towards serving the left side interactions, which involve converting, cultivating, and nurturing Leads online. i-Dialogue tracks the conversion from Lead to Contact (while maintaining the same account name/password on the site) and maintains a consistent UX online, using Dialogue Script and role-based security to enable personalized interactions. These web/portal solutions are customized using DHTML and Dialogue Script. This model is licensed per website and the entire UX is managed within the website.
 
Alternatively, Salesforce Customer and Partner Portals start from the far right side of the UX pipeline. They assume the relationship already exists in Salesforce and leverage Salesforce native profiles for defining self-service access to applications. Leads are not supported and the transition from Lead to Contact/Portal User requires some planning and manual intervention. These portals are customized using Apex and VisualForce. This model is licensed per user and the UX is managed in Salesforce.
 
In recent implementations, a hybrid solution has worked extremely well for us where i-Dialogue is used to manage the online interactions for users that visit the site < 5 times per month and Salesforce Customer or Partner portal is offered to power users that have daily interaction requirements.
 
We've even developed some simple VisualForce user experiences and are looking forward the day Salesforce allows Developers to package and deploy Apex portal solutions to further evolve this hybrid concept.
 
 
Posted: Monday, June 23, 2008 2:26:56 AM (GMT Standard Time, UTC+00:00)  #   
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Comments at 10:15 into video about Google platform integration (details to be announced next Monday).

Posted: Friday, June 20, 2008 4:19:24 PM (GMT Standard Time, UTC+00:00)  #   
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A couple Cubic Compass customers on the US East Coast are seeking Interactive Web Developers to take their i-Dialogue websites/portals to the next level.

These are full-time, onsite positions located in Ft. Lauderdale, Florida and Philadelphia. See details here and here.

Posted: Monday, June 16, 2008 4:22:02 AM (GMT Standard Time, UTC+00:00)  #   
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Those following my recent video blog entries have probably noticed a pretty concerted effort on our part to improve the user experience (UX) of our CMS.

You can pretty much single-click your way through the most common functions today as we've converted to a 3 tier UI that progressively reveals advanced features and functionality as you descend into the dialog windows.

It's amazing how many experiences we tolerate in Windows on a day to day basis. This Windows UX Ideas site has started a constructive dialogue on the topic.

(No, that's not a Salesforce Ideas site. Even though it looks identical, the author custom developed the site in PHP... very nice)

Posted: Friday, June 13, 2008 8:50:59 PM (GMT Standard Time, UTC+00:00)  #   
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In this video, I walk through the creation of a simple "Contact Us" web page that inserts Contacts directly into Salesforce. Contact me at mike@cubiccompass.com if you'd like a more personalized demonstration.

Full screen version here

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Posted: Friday, June 06, 2008 3:49:22 AM (GMT Standard Time, UTC+00:00)  #   
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This video was inspired by a Salesforce.com customer asking how to create a search page similar to Salesforce's Partner Finder using Dialogue Script.

(I apologize for the video cropping....Full screen video here)

Posted: Thursday, May 22, 2008 3:21:36 AM (GMT Standard Time, UTC+00:00)  #   
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Check out this new Wiki article if you have a need for publishing RSS feeds from Salesforce-driven data.

The context of the article uses a "Jobs__c" custom object, but I'll leave it to your imagination and creativity to truly leverage the full potential of this feature.

Posted: Monday, May 19, 2008 6:45:06 PM (GMT Standard Time, UTC+00:00)  #   
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I had assumed this "rumor" of Salesforce.com switching 4,000 employees to Macs had in fact occurred several months ago based on following Simon's contributions to the Mac world and attending Dreamforce demos.

I'm not far behind making the switch myself. I've decided rather than running Parallels to maintain a stable Windows XP/Visual Studio machine and a separate Mac/Eclipse environment for general browser-based productivity and Salesforce specific work.

No surprise which one will get used the most. I just love the instant boot of the Mac books.

The all SaaS environment utilized by our company makes employee on-boarding, collaboration, and roaming much easier. It's vexing to see companies with only 12 employees shackled to Exchange. If migration is the only barrier to SaaS, then expect to see more service-oriented integration tools and vendors emerge.

Mobile productivity and multiple device synchronization is the next challenge. Google Phone had better be just around the corner. :-)

Posted: Sunday, April 27, 2008 8:09:35 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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2006: The Potential
2007: The Prototype
2008: The Launch!

I'm in absolute SaaS productivity heaven now that our Google Apps for Enterprise are accessible in Saleforce.

My biggest worry was that the integration might require 30 minutes of configuration, or digging up some arcane Google Apps security token. Boy was I wrong. I just typed in our Google Apps domain name and was up and running within 5 minutes.

Now if only I could access my Google mail from within Salesforce. I tried adding a "Google Mail" web tab to Salesforce in hopes of maximizing my productivity in Salesforce, but Google Mail is a "frame braker".


Here's a screenshot of the default Google Apps now available in Salesforce.

Posted: Monday, April 14, 2008 6:37:18 AM (GMT Standard Time, UTC+00:00)  #   
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Luke Wroblewski has a thoughtful article on why Sign Up Forms Must Die.

His examples of "gradual engagement" are pragmatic, applied customer experiences that reflect concepts outlined by Rogers and Peppers and many others.

We all deal with Salesforce Web-to-Lead forms on a daily basis, but it's not often that we think of breaking a Lead form down into several smaller forms and seek to gradually learn more about prospects over time.

Granted, most of the examples in Luke's article are in a B2C context, but B2B sites with more than one case study or several pieces of collateral can apply the same concept.

Posted: Monday, April 07, 2008 6:41:18 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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It's that time of season to vote for a Salesforce logo. Vote for your favorite Summer '08 logo here.

Personally, I'm rooting for the shades :-)

Posted: Wednesday, April 02, 2008 6:14:39 PM (GMT Standard Time, UTC+00:00)  #   
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I awoke to the disappointment of learning that the well of cleverly written April Fools tech articles on Slashdot had gone dry, which I thought was a joke in itself.

Fortunately, I had to look no further than my own Google Apps for a refreshing, humorous departure from the daily grind.

When attempting to create a calendar event, I was prompted with the curiously out of place option of "I'm Feeling Lucky". Taking the bait and clicking on the button results in calendar events, such as "Date With Paris Hilton". You won't see that in Outlook :-)

Posted: Wednesday, April 02, 2008 3:24:09 AM (GMT Standard Time, UTC+00:00)  #   
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I just caught wind of the new Google Visualization API, so I opened up a Google Spreadsheet (we have over 10 people using Google Apps in our company now) and all I can say is "wow!"

Just as a quick experiment, I generated a bar chart of response times for one of our hosted solutions and clicked on the newly available "publish" link to generate the image below.

If the spreadsheet is ever updated, I just re-publish the chart and all external channels referring to the image are automatically updated.

I'm extremely impressed with the mashup capabilities enabled by Google Visualization and Google Charts. If the Salesforce / Google integration observations are true, then I'll be in absolute mash-up heaven :-)

Posted: Friday, March 21, 2008 9:06:51 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)  #   
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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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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]  | 

Steve's recent post about the AppExchange delisting uncertified apps reminded me of a Wiki project I started back in July '07 named www.BackExchange.com.

The BackExchange was intended to be an open directory of unlisted AppExchange packages, but we ended up publishing our unlisted add-on apps to our knowledge base, so the www.BackExchange.com went unused..... until now.

I'm happy to turn control of this Wiki over to the general Salesforce community. The editing permissions have been modifed to allow anyone to contribute.

Posted: Friday, January 25, 2008 4:04:21 AM (GMT Standard Time, UTC+00:00)  #   
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2007 was a wild year. So wild, in fact, that it's taken me 3 weeks just to get my bearings straight and accept the fact a whole year really has gone by.
 
In 2007 we tripled our office size, quadrupled our staff, had 5 times more revenue than in 2006, operated profitability, and added 30 new customers.... and I see no change in sight.
 
Some lessons learned along the way:
 
Live, Eat, and Drink SaaS:
As a SaaS provider we "eat our own dogfood", so to speak. We run our business entirely on service oriented, on-demand business applications and own zero servers. Here's a sampling of services we use on a daily basis:
Google Apps for Email, Calendars, Documents, IM, and general productivity.
i-Dialogue: Web site, eMarketing, email management
Salesforce.com: CRM, Support and Operations, Campaign management
CVSDude: For managing our product source code, versions. Developer collaboration.
Quickbooks Online: Accounting, invoicing, billing
PayCycle: Payroll
Pingdom: Service monitoring
Gemini: Pro Service Automation, issue tracking, project management (OK. we actually installed and host this on one of our leased datacenter servers.... but we have a few of those available).
Central Desktop: Project Management
 
Create, Sell, and Support. Outsource the Rest
We create stuff... sell stuff... and support stuff. Our partners do a much better job at all the other stuff. I've learned to let go of doing too many things in-house and outsourcing to experts when it makes sense.
 
Maximize Developer Reach
The challenge in 2007 was not so much that our environment wasn't customizable or accessible to Developers. In fact, it was the opposite. *Anything* is possible when you integrate Visual Studio .NET with Salesforce and our productivity gains are massive when using this framework. But sometimes using Visual Studio .NET to customize a web site/portal can be like using a Swiss Army Knife to open a bottle of Corona. Sometimes a simple $0.25 bottle opener will do just fine.
 
We've recognized several opportunities to move common features found in VS.NET out to the browser, which allows web developers to rapidly customize their web sites without the need for bulky desktop web development tools.
 
I am practically biting my tongue as I write this as I know what is waiting around the corner in the next release our product. It truly is becoming what Marc Andreessen would refer to as a Level 3 platform.
 
I already have a series of blog articles queued up on this exciting announcement, so stay tuned.
 
Say "No" to Grow
It's hard to say "No" when a lucrative opportunity comes along, but it's important to recognize when "short term gains" could become "long term pains".
 
In 2007 we successfully said "No" to almost every non-Salesforce.com opportunity. Was it painful? Yes. Did we lose customers, prospects, and partners by committing to this strategy? Yes. Did we grow? Absolutely!
 
In fact, we're no longer hedging our bets and maintaining 2 brands. Cubic Compass Software, which historically has been focused on on-premise portal solutions and .NET infrastructure since 2001 is undergoing re-branding and a re-launch in February 2008 to focus exclusively on our new service oriented model. i-Dialogue will continue to exist as our hosted solution brand.
 
With the addition of Jennifer Clark as our Director of Sales and Marketing, I know we'll always have someone at the helm maintaining our focus on what we do best.
 
 
Horizontal Over Vertical Integration
I found it very interesting that Rob Carter, CIO of Fedex/Kinkos, acknowledged that it's often easier to add value to your customers by horizontally integrating services rather than vertically building the infrastructure in-house.
 
The path of least resistance to solving an IT problem increasingly involves looking outside the 4 walls of an organization and connecting with other services. You integrate with one web service and you just get hooked. Service levels, performance, and reliability are increasing while time to deploy and costs are decreasing. These trends are undeniable and we are witnessing an amazing paradigm shift.
 
With this strategy in mind, we're foregoing projects like LDAP or SharePoint integration in favor of Google, StrikeIron, and other service oriented integrations.
 
 
Predictions for 2008
 
Should I bother to even make predictions? I wasn't too far off with my 2007 predictions (albeit I was a little too harsh with my consumer app predictions. YouTube turned out to be pretty useful and amazingly scalable)
 
The fact is, I'm under NDA with some interesting organizations and have consulted/advised on enough upcoming projects to know that 2008 will be a very exciting year for SaaS.
 
I don't think President McCain would go out on such a limb either as to make predictions about Google's telephony strategy, the acquisition of Citrix and Computer Associates, lower interest rates, sluggish consumer spending until Q4, the invention of new loan consolidation instruments, continued high gas prices, the semantic what?, a major volcano eruption, Ballmer's retirement (to keep Bill company), a huge social mobile PR hype campaign resulting in massive lashback, the beginning consolidation of several Java open source projects under one umbrella, Dell regains #1 position, 0 high-tech IPOs of significance, 2 significant public companies going private, a major security breach involving Chinese espionage, one more zero-day left in WinXP, highest bidder gets bot nets to attack, public demands more government oversight which opens doors to taxing Internet purchases, and..... Tiger Woods wins 2 majors (whew) ;-)
 
Posted: Wednesday, January 23, 2008 8:23:26 AM (GMT Standard Time, UTC+00:00)  #   
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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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Steve Andersen has developed a really interesting metric in Salesforce based on actions taken by Activists/Donors in response to nonprofit campaigns. His solution exercises some new features in Winter '08, such as hierarchical campaigns and Apex scripts.

Posted: Thursday, November 29, 2007 4:57:55 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 weekend to give customers time to prepare.

Update the Salesforce Profile for the API login user under the section "Trusted IP Ranges".

Question: How will I know if my i-Dialogue portal is no longer synchronizing with Salesforce?
Answer: Web-to-Lead and Web-to-Case web forms will continue to work, but portals and web sites that retrieve their content from Salesforce will be unable to access content updates if whitelisting is not configured correctly. Information on web sites (such as MLS portals) will appear unchanged from Sunday, November 18th25th. 

Our internal operations team will know within minutes if synchronization has failed and will take action to contact customers directly.

Question: Are there alternative ways to secure access to my Salesforce instance?
Answer: Yes. You can always generate an API token to be used as a password for remote applications that do not always access from the same IP Address.

Question: Are i-Dialogue IP addresses static?
Answer:  Yes.

Question: Will new i-Dialogue portals need whitelist configuration?
Answer: Yes. Our provisioning process has been updated to include instructions for whitelisting i-Dialogue Portal and CMS instances.

Posted: Thursday, November 15, 2007 7:37:04 PM (GMT Standard Time, UTC+00:00)  #   
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Anyone following my "tweets" on Twitter during the Salesforce.com Dreamforce '07 conference probably saw my references to lead scoring. The presentations and discussions inspired me to revisit this topic and explore how to implement lead scoring in Salesforce using an existing i-Dialogue web event data mart.

My past experiences with lead scoring were based on assigning "A", "B", "C", or "D" scores to leads derived from their online interactions. This prioritization gave sales reps some insight into which leads were supposedly more qualified than others.

A much simpler approach to lead scoring is to simply assign a score to each interaction and let the cumulative score provide a relative indicator. For example, in the illustration below, 2 leads enter a web site and initially appear to be equally qualified. But over time, and with enough data collection, we see that one lead was actually more interested in seeking employment with the organization rather than becoming a customer.



Defining lead score rules in Salesforce is possible through the use of a "Web Event Scoring Rule" custom object (see below), which is a prototypical definition of an existing Web Event object (already included with i-Dialogue).

A periodic evaluation by the i-Dialogue-to-Salesforce integration process evaluates each interaction and checks to see if it matches a lead score rule prototype. A match results in a Lead's score being increased or decreased by a defined amount. Rule prototypes may have any number of evaluation parameters, allowing for simple or complex rule definitions. If it can be captured in i-Dialogue, it can be evaluated.

A custom field on the Lead record named "Lead Score" is updated by the scoring process. Scores in Salesforce are updated in near real-time and are accurate to within 30 minutes.

This score then becomes the basis for Salesforce Reports and Dashboards. Once the technology is in place, an iterative/incremental relationship marketing process is implemented to routinely review and adjust scores and online event collectors. Lead scores will never be perfect, but the balance of online interactions and evaluation rules can achieve an 80% "good enough" state to be widely trusted by Sales Representatives and Marketing Managers.

Posted: Thursday, November 08, 2007 3:45:31 AM (GMT Standard Time, UTC+00:00)  #   
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Our company page seems perpetually outdated as we continue to grow and add new members to our team. Enough procrastinating... I've posted the updates and look forward to making many more.

The set of capabilities and services we can offer to clients have increased considerably in recent months. i-Dialogue web sites integrated with Salesforce are now sporting Flash interfaces, PDF printing, eCommerce support, localized translations, SMS alerts, finance calculators, sophisticated search engines... the list goes on, which only points to another area of procrastination... customer case studies.

Posted: Thursday, November 08, 2007 2:48:52 AM (GMT Standard Time, UTC+00:00)  #   
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This one looks pretty disruptive. Salesforce is reserving a 5 hour window to upgrade to Winter '08. As always, all i-Dialogue portals will continue running on the previous API version (currently 10.0) until all instances have been upgraded. We will change over to version 11 within 2-3 weeks of Winter '08 release.

Services such as Web-to-Lead and Web-to-Case typically are uneffected by system updates. However, all asynchronous and real-time portal API integration features will not operate during scheduled maintenance.

Please be aware that salesforce.com has scheduled maintenance for your service instance (NA1):

Friday, November 2nd 2007 8:30pm PDT - Saturday, November 3rd 1:30am PDT

During this time, the salesforce.com service will be unavailable. Users attempting to access the service during this time will receive a scheduled maintenance notification page.

The purpose of this maintenance window is to upgrade your service instance (NA1) to the Winter '08 release.

We apologize for any inconvenience and appreciate your patience during this maintenance window. For more information about the great new features available with the Winter '08 release, feel free to log in to the salesforce.com IdeaExchange at http://ideas.salesforce.com and visit the category "Ideas in Winter '08."

-Salesforce.com Support

Posted: Tuesday, October 16, 2007 3:00:15 AM (GMT Standard Time, UTC+00:00)  #   
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I started reading Edward Tufte's 'Beautiful Evidence' (BE) over the weekend. This is the 4th book in a series (he says a quintet is to be expected) dedicated to the craft of information design.

Tufte's books have withstood the test of time with a high level of integrity. His work quite simply reveals "The Truth" of information design as he identifies great works from centuries past (and modern era) that have fought to change mankinds beliefs through the power of the pen and paper on thinking such as "the world is flat" and "the earth is the center of the galaxy".

I personally borrow heavily from Tufte's "let no pixel go to waste" philosophy. There's is most definitely an art to depicting thousands of data points within a single image.

My only complaints with this book are:
a) material from previous books is recycled, such as Joseph Minyard's March of 1812 (to Tufte's credit, he does spend considerably more time on this piece than in previous books)
and
b) the chapter dedicated to PowerPoint bashing takes away from the overall integrity of his work. It would have sufficed to say that PowerPoint templates and charts are the cause for much misinformation, and many people would tend to agree. But just about everyone uses PowerPoint occasionally, so this chapter does little more than to alienate everyone to a degree and denies PowerPoint it's key utility of being a framework for discussion rather than an actual informational artifact.

Those who work with massive datasets in Salesforce.com understand the "If we only knew what know" feeling. But it is the work of Tufte that helps us focus on mining these databases and unearthing hidden information through heat maps, graphs, and other types of multi-variate charts.

A few years ago, when this book was in pre-publication, I wrote a simple sparkline program based on Tufte's latest research, but alas it was abandoned as a solution looking for a problem. I'm inspired to start using VisualForce to implement some of these concepts again.

I recommend catching Edward on one of his many book tours. All of his books are typically included in the registration fee and he explains the concepts in a very entertaining manner. This is a must attend event for anyone in Graphic Design or BI Visualization.

Posted: Tuesday, October 16, 2007 2:45:38 AM (GMT Standard Time, UTC+00:00)  #   
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The Microsoft CRM Live buzz appears to have died down. We started looking at the opportunity to implement an "i-Dialogue for CRM Live" solution back in March, but nothing ever materialized that we could get our hands on.

This delay violates the on-demand credo of "Release early and often". I had really hoped Microsoft would earn their operational stripes by jumping into the market with "good enough" and letting customer and partner feedback dictate the evolution of CRM Live. Now we're left to assume that the project is in a state of "analysis paralysis" with Program Managers bickering with Engineers over how to "get it perfect" for launch (it'll never be "perfect" guys... don't take it personally. It was ready last year).

Dynamics CRM 3.0 is a great CRM solution (see my test drive last year), but I'm beginning to have serious doubts about Microsoft's ability to enter the market behind Salesforce.com. This is not like throwing an XBox up against a PlayStation. There's no Halo 3 equivalent killer app that can make CRM Live an overnight success (or within 5 years) that I can see. But there is one killer infrastructure angle up Microsoft's sleeve that could change how CRM is deployed and hosted in the future.

If Microsoft truly wants to be a CRM contender then, in my opinion, they need to leap frog the whole multi-tenant architecture discussion and focus exclusively on next generation CRM virtualization, which is the ability to pre-configure an entire Windows CRM server with all dependencies, and allow this "image" to be hosted by any 3rd party.

Leverage would then fall back to the consumer who could "shop around" for virtualization hosts and take their entire CRM/Active Directory/SQL Server VM image with them anywhere they want to go. I suppose that would give new meaning to "Where do you want to go today?" ;-)

Posted: Tuesday, October 16, 2007 1:56:54 AM (GMT Standard Time, UTC+00:00)  #   
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Paul Graham has a great article on the future of web startups that is relevant to Salesforce.com's recent partnership with Bay Partners to help fund startups on the AppExchange.

The article asks the fundamental question "Is venture capital needed to start a web company?" and Paul (A VC himself) provides an honest answer that if history is any indication, then increasingly the answer will be "no".

I've struggled with this question for several years. During the peak of the dot-com bubble I pitched ideas and working prototypes to several investors, which was really a drain of time and resources. I knew the cost of entry was low enough that qualified companies should be demonstrating real customers.... not just technology.

The beauty of today's environment is that 1-2 people can quickly implement an idea on a platform like Salesforce.com (ahem... I mean force.com), engage with real customers, deliver immediate value, and grow with little upfront capital expense (meanwhile passing this efficiency of scale onto customers at the same time).

Fortunately, our advisors and management team do not believe VC is necessary at this point. We're growing at 100%+ annually with a backlog of work and opportunities that traditional financial institutions would eagerly support via debt, but still I wonder.... why would a web startup need $5M or even $500,000 to get started today?

Of course any entrepreneur could find a use for any amount of capital, but would it be the most appropriate use and provide the greatest return to investors?

A notable point from Paul's article:

"When starting a startup was expensive, you had to get the permission of investors to do it. Now the only threshold is courage."

Posted: Sunday, October 07, 2007 6:10:38 PM (GMT Standard Time, UTC+00:00)  #   
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Some very subtle announcements were made at Dreamforce '07 that likely went unnoticed by 95% of the attendees, but were quietly applauded by those in Software development.
 
First, Apex packages will not be allowed to run on Salesforce.com servers with less than 75% test coverage.
 
Second, while Salesforce.com is eager to have new partners adopt their Platform-as-a-Service model, they are by no means lowering the bar for those seeking to become a "certified partner".
 
Far too many certifications in our industry have little weight because they are diluted by those seeking artificial recognition rather than pursuing the core values and principles the certification seeks to instill.
 
One fantastic benefit of the multi-tenant, on-demand software delivery model is that vendors can enforce the quality of code delivered by their partners on their platform.
 
It may be too much to require that all those with the title of "Software Engineer" or "Architect" to back their work with Errors and Omissions insurance (as Salesforce does), but as software increasingly becomes delivered via the Internet, perhaps other vendors will follow Salesforce.com's example and restore these best practices and principles back into the software distribution channel.
 
I definitely applaud these measures, as they will only help to restore credibility to our profession.
Posted: Wednesday, October 03, 2007 3:28:28 AM (GMT Standard Time, UTC+00:00)  #   
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Wow... what a busy week. 3 new i-Dialogue portals went live this week and 2 more are on the way next week. The i-Dialogue implementation team is really doing a fantastic job bringing these resources online.

The latest additions to the i-Dialogue family of web sites/portals integrated with Salesforce.com CRM include:

http://www.GeoFunders.org : Nonprofit out of Washington DC dedicated to helping other nonprofits advance the effectiveness of their grantmaking.

http://portal.PlanarDigitalSignage.com : Partner portal with self-service access channel tools for Planar's digital signage partners.

http://portal.WhatWorks.org : Interactive tools that help nonprofits aligning their operational metrics with organization goals.

All 3 of these implementations are very interactive and portray the organization in a new light with their customers and partners. We're really looking forward to helping these organization evolve the value they're providing their constituents online.

Posted: Saturday, September 29, 2007 2:10:07 AM (GMT Standard Time, UTC+00:00)  #   
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The problem: On-demand CRM tools streamline the sales process, but in the end it's still common to print, sign, and fax actual agreements using non-web technologies. How do you extend the online dialogue to include contract signing?

It would be ideal to click on a Salesforce Contract custom link that alerts the customer to "click here to agree", but that's not always possible. Contract law says that both parties must have a copy of an agreement to be enforceable.

If I click "I Agree" on a web page and the legal agreement terms change later, can the original agreement be enforced? There's been some recent legal precedence that says altering online contracts may make them unenforceable.

I've run into this scenario recently in a variety of industries: Purchase and Sale agreements, Patient Intake Forms, and Mortgage Loans. All managed in Salesforce up to the point of contract signing, which then switches to paper and/or fax.

The solution: There are several contract management solutions on the AppExchange, but I'm not aware of how many actually interact with the end customer via the web and support online digital signing (maybe one of these partners can correct me if I'm wrong).

We recently acquired a clever 3rd party tool that allows us to take screenshots of portal pages and export them to PDF. An evolution of this approach stores one copy of the PDF as a Contract attachment in Salesforce and emails a copy to the customer.

This fulfills the 2 copies of same contract requirement.

Posted: Tuesday, September 25, 2007 12:41:52 AM (GMT Standard Time, UTC+00:00)  #   
Comments [1]  | 

This video was playing on a loop at the Dreamforce expo within view of our booth. I only caught occasional glimpses during the show, but truly worth watching end-to-end.

Yes, it's marketing... but it's also a fine piece of digital art created by Bruce Campbell (Chief Creative Officer at Salesforce).

Posted: Friday, September 21, 2007 7:04:00 PM (GMT Standard Time, UTC+00:00)  #   
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The Salesforce Foundation hosted an event on Tuesday evening in Tiburon California, which is just a short ferry boat ride away from San Francisco.

It was a fantastic opportunity to touch base with Salesforce employees, partners, and customers all at once. I learned about organizations such as Rainforest 2 Reef while standing in line for Fajitas and hung out with our friends at Exponent Partners (who by the way, implemented the Family Service Agency of San Francisco solution, which was awarded Best Non-Profit Deployment Award).

The Marga-greet-as (#2 on Steve Anderson's highlight list) were a pleasant surprise (at least from what I remember ;-) ).

Posted: Friday, September 21, 2007 3:10:16 AM (GMT Standard Time, UTC+00:00)  #   
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Visual Force was probably the biggest announcement at this years Salesforce user conference (aka Dreamforce).

To understand the benefits of VisualForce, it helps to first understand the limitations in Salesforce today. All users see the same screen, headers, sidebars, and navigation elements in Salesforce today. Data customizations occur within the boundaries of these UI constraints.

VisualForce does for web-based enterprise software what Power Builder and Visual Basic did for traditional client-server programming. It allows developers to borrow from a library of pre-built components, incorporate them into the layout of a page, and bind the user interface to back-end data methods and models (called Apex Controllers in this context).

In short, this is basically RAD (Rapid Application Development) for the web. VisualForce is currently an XHTML template language, but I suspect it won't be long before a true WYSIWYG drag-and-drop development environment is available that removes UI developers from the XML syntax altogether.

As a Salesforce Developer, we (3 of us from i-Dialogue attended) were just drooling at the opportunity to start using Visual Force, but as a Salesforce Partner, we're being forced to walk a fine line between partner and customer loyalty.

Apex, and presumably VisualForce, will only be available to Salesforce Unlimited edition customers. Our loyalty to Salesforce and this new development paradigm dictates that we should proceed forward, developing our content management solutions using Visual Force, and convince customers of the obvious value and benefits of this approach.

But loyalty to our customers dictate that we must also continue to be backwards compatible with both Pro and Enterprise Editions and enable rich customer experiences and online interactions using the features that are available to the lowest common denominator today.

My understanding is that VisualForce and Apex controllers will be available to all editions for an additional $25 per user/per month. I'm anxious to learn more about this.

Posted: Thursday, September 20, 2007 9:26:09 PM (GMT Standard Time, UTC+00:00)  #   
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I have a new goal... to start listening to John Chambers more often. And if possible, start communicating like John Chambers.

I knew the CEO of Cisco would be speaking at Dreamforce, but I didn't expect much more than "Yes... we're a Salesforce customer and here's why you should be too". But there was none of that.

Within a couple minutes, he walked down off the stage and "stood amongst the people" so to speak. He walks with his left arm behind his body and accentuates his words using his right hand, often high in the air, as if demonstrating that the concepts he is communicating are within grasp.

He uses several very slick, animated PowerPoint slides in the background, but he was not dependent upon them. The timing of his message was in perfect sync with the visualizations, which were only there to serve his point.

He is unafraid to communicate extremely abstract and complicated concepts to an audience of 7,000+. At one point, he was displaying a multi-dimensional chess set, like something out of Star Trek, and using that as the metaphor for intricate market evolution and growth strategies.

John is a highly visual person and I assume comes from the same school as Edward Tufte on information density. I felt like an eager MBA student, voraciously taking mental notes in hopes of doing some follow-up homework later to completely digest his vision.

Why would a CEO give away their playbook and strategy to the world? Because having access to Cisco's playbook is of no benefit if you can't execute in response to the plays. The combination of product innovation, execution, distribution, efficiency, and quickly adopting to change resonates in John's message.

And finally, John understands the power of demos. "I know from experience that 6 months from now you might remember 1 or 2 things I've said, but it is the product demo that you'll truly remember." said John as he introduced his Chief Demonstration Officer (CDO) who commenced to "wow" the audience with a 5-10 minute real-world telephony demo that incorporated presence, VOIP, and video-conferencing to help close a fictional sales call.

"What" John spoke about was enlightening, but "How" he spoke was really something worth noting.

Posted: Thursday, September 20, 2007 8:45:30 PM (GMT Standard Time, UTC+00:00)  #   
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I really enjoyed the Dreamforce 07 session on Advanced Segmentation and Reporting. Salesforce shared how they internally customize Salesforce to track email preferences and subscriptions for their Leads and Contacts using a custom object name "EmailPreferences".

I liked the simplicity of this approach so much that I'm resolute on adding this as an i-Dialogue feature in the next release to replace our newsletter subscription engine.

The Problem: Duplicate leads and contacts from multiple campaigns result in contact fatigue. Leads may want to subscribe to one newsletter but not others. Allowing leads to change their global "Email Out Out" setting prevents future contact on other campaigns.

The Solution:
1) Create an Email Preferences custom object for storing a unique email address and multipicklist of subscriptions.
2) Modify Lead and Contact with lookup reference to an EmailPreference object.
3) Create some Apex code that looks for existing Email Preferences on Lead/Contact create events.
4) Create an Email Preferences landing page. Update email template footers with link to preferences page (passing in user id or email address)

Step 3 is only available for unlimited edition, so we'll likely implement this step via the API to ensure backwards compatibility with our Pro and Enterprise Edition customers.

The Results: CAN-SPAM compliant. Customers can opt-out of individual newsletters managed in Salesforce. Ability to create target email lists by subscription type. Ensure only 1 unique email address per person (if duplicates exist, ensures only 1 email sent).

Posted: Thursday, September 20, 2007 7:17:32 PM (GMT Standard Time, UTC+00:00)  #   
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Quick note to follow-up to my recent nonprofit related blog post... the Salesforce implementations for all our recent nonprofit web sites have been delivered by Exponent Partners (ExP), a Salesforce consulting partner committed to growing the capacity of Nonprofit organizations via effective use of technology (and pretty much spending 90%+ of their time on Salesforce like us).

Rem Hoffmann of ExP will be at Dreamforce in the Nonprofit pavilion. We're only about 20 yards away. Come talk to either one of us about implementing Salesforce in conjunction with a web content management system or portal. After jointly working together on a few projects, I think we have several great lessons learned about how to efficiently integrate the web with Salesforce.


Rem Hoffmann brings more than 15 years’ experience in building and operating information technology organizations and in consulting to the nonprofit, government, and commercial sectors.
Posted: Sunday, September 16, 2007 8:01:46 PM (GMT Standard Time, UTC+00:00)  #   
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"Hey Mike, will you be blogging at Dreamforce like last year?"

"Uhh... hmmmm... well... I think so."

Sorry to sound so non-committal, but I've pretty much filled up my calendar with meeting clients (both current and potential), other Salesforce partners, hosting at our booth on the Expo floor, and attending sessions. Finding time to share my experiences online would be GREAT, so I'll make some effort to broadcast over the following channels when I can:

Blog RSS Feed: http://www.i-dialogue.com/blogs/main/SyndicationService.asmx/GetRss

Twitter: http://twitter.com/dlog

Definitely expect a Dreamforce wrap-up after the conference. It looks like some of the big bang announcements are already getting out. My gears are already starting to spin on how the new Salesforce features will have an impact on Customer Experience Management.

My biggest wish is for Salesforce to enable Apex on Pro and Enterprise Editions (not just Unlimited Edition as it is now). That would be big news worthy of committing to Salesforce as a Platform for many years to come IMO.

My second biggest wish would be for tighter integration with Google Premier Apps (email/calendaring/document productivity tools).

Posted: Saturday, September 15, 2007 6:53:06 PM (GMT Standard Time, UTC+00:00)  #   
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For Non-Profit Organizations, the task of keeping a web site up to date can be arduous. NPO webmasters often have an increased sense of accountability to their donors and members that require non-stop online transparency into their operations.
 
One such arduous task is publishing an online members list. Enter i-Dialogue NPO for Salesforce.com. The online member list is synchronized in real-time with Salesforce Opportunities.
Posted: Saturday, September 15, 2007 5:02:18 PM (GMT Standard Time, UTC+00:00)  #   
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We don't have any free iPods to give away, but we are giving away 1 full year of i-Dialogue portal hosting (Portal Edition - $6,000 value).

Visit us in booth #731 at Salesforce.com's Dreamforce user conference and enter to win.

Posted: Friday, September 07, 2007 7:26:01 PM (GMT Standard Time, UTC+00:00)  #   
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CRM Chump has a great post on An Introduction to Customer Experience Management (See related blog post on Does CEM replace CRM?).

When you describe CEM as a customer-centric approach that focuses on the needs of the customer rather than the company, it's very easy to get onto the topic of Marketing in general. Is CEM really new, or is it what marketers have been doing along?

It's not enough for a marketing agency to broadcast one-way, outbound messages anymore. The Internet allows for much greater interaction than traditional TV, print, or radio and marketing agencies must think in terms of long running, interactive, online dialogues to generate leads, cultivate, and acquire customers.

Some other questions that arise when on the topic of CEM: Is i-Dialogue a software company? An interactive marketing agency? Our core competency is certainly in technology, hosting, and on-demand content management tools. We do get very involved with our clients business goals, marketing message, and help them evolve their web site beyond simple, static web pages. But ultimately marketing functions like graphic design and copy writing fall into the hands of our partners and other agencies.

To emphasize this synergy between CEM and marketing, we are busy developing an i-Dialogue Agency Edition that allows marketing agencies to outsource the marketing automation tools, CRM, and hosting infrastructure and focus on what they do best... branding and product/service marketing. This effort requires marketing agencies to persuade their clients to use Salesforce.com CRM to monitor and report on marketing campaigns. My experience is that even one SFDC enterprise seat bundled with i-Dialogue returns extraordinary value relative to existing marketing automation platforms.

Posted: Friday, September 07, 2007 7:21:28 PM (GMT Standard Time, UTC+00:00)  #   
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If there's one thing that all i-Dialogue employees share, it is our passion for music. Either listening to jams at work or playing actual instruments. So it is with great interest that I've been monitoring the Salesforce.com Dreamforce Facebook page to learn who the musical entertainment will be for the Dreamforce Gala event.

Oddly, the listed musical entertainment has changed 4 times over the past 4 weeks:

  • Bare Naked Ladies
  • Foo Fighters
  • Journey
  • INXS

Can you guess what next weeks band will be? I personally would not mind seeing Train again (last years band).

Some possibilities:

Jefferson Airplane or Grateful Dead (Bay area icons)
Stevie Wonder (hey... he's on the road. Why not?)
Santana
Counting Crows
Dreamforce (actual band of Salesforce employees that form in the 11th hour to provide entertainment)

Enter your prediction as a comment below. The winner will receive a free i-Dialogue hat (tongue pressed firmly in cheek here ;-) ).

Posted: Friday, August 31, 2007 10:04:53 PM (GMT Standard Time, UTC+00:00)  #   
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On the heels of my previous post, I forgot to mention the English/Spanish localization by i-Dialogue customer www.ArcoProperties.com. Perusing their site really makes me want to spend a couple weeks down in Panama :-)

Posted: Tuesday, August 21, 2007 6:57:13 PM (GMT Standard Time, UTC+00:00)  #   
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i-Dialogue customer iGrafx recently localized their interactive online resource center with German content.

Salesforce.com CRM is easily configured to capture customers language preference. Just add a custom field to Lead and Contact named something like "Preferred Language" and map the field to i-Dialogue's "Language" field.

Whenever a customer clicks on the language bar at the top of an i-Dialogue page, or submits a localized web form, the customer's language selection is automatically updated in Salesforce.

iGrafx has also localized their email auto-responders to German for a truly relevant and localized dialogue. Future plans are in the works for Italian and Spanish sites too.

Posted: Saturday, August 18, 2007 8:29:27 PM (GMT Standard Time, UTC+00:00)  #   
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I was doing some research on the Wayback Machine when it dawned on me to check out Salesforce.com's earliest available archive.

Here it is, circa November 28, 1999.

Posted: Tuesday, August 14, 2007 8:03:10 PM (GMT Standard Time, UTC+00:00)  #   
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It's no surprise that Salesforce.com is pretty much the only game in town for on-demand CRM, and their ecosystem of partners have greatly benefited from their ability to provide a reliable and extensible distribution platform.

When Salesforce announced a 10% partner royalty program for AppExchange leads, many partners were forced to closely examine the value of this partnership. Some partners had clear objections, while others (such as us) signed up for the program on good faith that the obvious obstacles would be ironed out along the way.

The upside potential seemed great. www.AppExchange.com would become the eBay of online business apps and both Salesforce and Partners would mutually grow and prosper. But Salesforce's 10% royalty fee was decidedly larger than eBay's 5.25% fee and the requirement for partners to pay for certified listings and positioning made the eBay metaphor even harder to digest.

For a company that differentiates itself on a "No Software" mantra, the AppExchange appeared to be implementing a decidedly "old school" partner program taken right out of the Enterprise Software playbook.

But apparently Salesforce is listening. I received this email just yesterday:

Due to feedback from our partner community, we are phasing out the 10% revenue share requirements for AppExchange partners. On Aug 9th, we will hold a webinar to announce updated partner program tiers as well as new program benefits and services.

So, we'll see. This is the start of a positive dialogue. For those who are interested, the webinar registration form is here. I encourage all potential Salesforce partners to attend, as the Platform-as-a-Service model is here to stay and a healthy relationship with Salesforce is clearly required if you want to participate in the future of business software.

Posted: Sunday, August 05, 2007 12:11:24 AM (GMT Standard Time, UTC+00:00)  #   
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When I first started following Salesforce performance trends in March 2006, they were processing about 38 Million transactions per day and 10 Million on the weekends.

Now the slow days are 38 Million and the peaks are at 100 Million per day. See for yourself at http://trust.salesforce.com . It'll be interesting to learn how these transactions break down at Dreamforce (API vs. End User Apps).

Posted: Thursday, August 02, 2007 1:37:13 AM (GMT Standard Time, UTC+00:00)  #   
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As if the 200+ sessions alone weren't worth the price of admission to attend Dreamforce 2007, comes the news that none other than George Lucas will be speaking at the event.

This just keeps getting better all the time.
Posted: Saturday, July 28, 2007 6:45:58 AM (GMT Standard Time, UTC+00:00)  #   
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I was reading through the new API features coming out in the next release of Salesforce (Summer '07) when the Metadata API feature caught my eye. This feature addresses a big pain point we have today, which is helping customers to quickly install and configure their Salesforce org for i-Dialogue web site integration.

AppExchange packages are fairly self-contained and cannot modify native objects. Many tasks are left to manual configuration. For example, if we want to extend Salesforce Campaigns with detailed, real-time information like number of emails sent, click-through-rate, or web pages viewed, then we must manually create these metrics as custom fields on the Campaign object. Our default AppExchange package only installs a couple additional custom objects (a web event data warehouse).

But the Metadata API apparently will let us remotely create these fields on the Campaign object, conceivably allowing us to add a link on the "About" tab of our package that instructs our service to configure your Salesforce environment for rich Campaign management and real-time web analytics.

So, I started thinking... why have anything at all in the AppExchange package except the smart "About" tab? Just let customers download the bare essentials and let our service remotely provision Salesforce to guarantee installation/configuration success every time? Why cast our fate into the wind and use Managed Packages when implementing upgrades? With the Metadata API, we can figure out precisely which object/fields are installed and automate upgrades of both Salesforce and your i-Dialogue web site.

Posted: Wednesday, July 18, 2007 12:42:57 AM (GMT Standard Time, UTC+00:00)  #   
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Microsoft's announcement that MS CRM Live will be priced at $45 per user has raised some responses from the competition.

You can buy the on-premise version of MS CRM today for about $1,500, which includes a perpetual use license. Spread that cost out over 3 years and you get $41.66 per month. Add a few bucks for hosting and $45 sounds about right.

I have a feeling that there will be more parity between an organization's size and the number of seats licensed at this price point.

For example, an organization with 20 employees may only subscribe to 5 Salesforce seats at $75 per month and limit access to those in Sales or Support. Whereas the same organization may be more inclined to purchase 10-15 seats at $45 per month.

While Salesforce clearly has more cross functional value than MS CRM, customers often do not want to pay for unused functionality in the early stages of adopting CRM when centralized contact management is the primary goal.

Posted: Monday, July 16, 2007 9:09:59 PM (GMT Standard Time, UTC+00:00)  #   
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Users of Google Docs were welcomed to a new, and in my opinion, much more usable interface today. The concept of Labels (aka Tags) has been replaced with Folders, much like what people are accustomed to on their Windows Explorer desktop.

The folders are unfortunately not hierarchical, but do provide better at-a-glance document categorization via a new left navigation pane.

This change is a significant return to what simply works. In past years we've seen several document management solutions emerge based around the concept of "folksonomy" tagging, whereby users tag documents rather than categorize them in folders.

This has the supposed benefit of making life easier on search engines, but with the downside of poor data quality. For example, I might tag a document as "Television" where you might prefer "TV".

Our own document management system in i-Dialogue has organically evolved to a hybrid, or compromised design. While we have added meta-tagging, customers still express a need to hierarchically categorize documents as a reflection of their own internal structures, such as org charts and sales territories. For example, why "search" for case studies in Canada when I can expand a "North America" folder to reveal a "Canada" folder with marketing materials.

I must admit I was somewhat disappointed after Salesforce.com's acquisition of Koral and announced mission to impose folksonomy tagging in the workplace. As Google's recent move validates, not all consumer web UI metaphors translate well to the business web.

The left navigation includes a filter by document type, indicating a very scalable point of extension. I would not be surprised to see support for PowerPoint and other documents in the very near future.

Posted: Thursday, June 28, 2007 6:35:49 PM (GMT Standard Time, UTC+00:00)  #   
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All the buzz around Apple Safari Web Browser for Windows got the best of me, so I ventured on a "safari" to take this Beta release for a quick test drive.

The download was only 7.97 MB. I did not opt for any add-ons or plug-ins. The install went fairly fast.

Of course, my immediate curiosity was how our web site appeared in Safari for Windows. I had no immediate complaints. All the Flash and dynamic/interactive features appeared to work with no problems. There were just a couple layout and formatting issues I noticed.
DLOG_Home_Page.png

The use of gel buttons on the page slider and web forms are a nice (and I guess expected) touch. The marketing emphasis on performance is not overblown. While I did not conduct any measurable tests, I did notice a difference in page load time compared to IE7 on several sites.



But things started to turn sour when I actually tried to use Safari for productivity tasks, like Google Premier Apps and Salesforce.com CRM.



The amount of memory consumed started to increase during my Salesforce session, even with only one tab open. IE7 seems to stabilize around 30MB for many of my routine web tasks. Safari quickly shot up to 90MB for similar tasks.

My productivity is very dependent on the ability to toggle between tabs using CTRL+TAB in IE. The equivalent in Safari CTRL+{ and CTRL+} was not only a stumbling block to learn, but didn't even work.

Bottom line? This *is* a beta release and I had beta expectations. But I was pleasantly surprised and will plan on making Safari a standard component of our web hosting and validation test framework. I may even make Safari my "daily driver" once the memory and tab toggling issues are resolved.

Posted: Friday, June 22, 2007 11:52:43 PM (GMT Standard Time, UTC+00:00)  #   
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Just posted this new Quick Start Guide:
Creating Effective Customer Experiences with i-Dialogue for AppExchange.

This guide covers some basic topics, such as

  • Creating a Simple Web Page
  • Creating a Web-to-Lead Form
  • Creating a Landing Page
  • Creating a PPC Advertising Campaign
Posted: Tuesday, June 19, 2007 3:27:02 AM (GMT Standard Time, UTC+00:00)  #   
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Lately, I've been re-exploring the possibilities with component-based workflow in the development of online marketing and customer portal sites. The concept is simple. You drag components onto web pages that allow interactive web developers to define actions and behaviors in response to web page events.

This is in contrast to the current convention in i-Dialogue, which currently implements workflows through the explorer interface.

As an example, a basic lead nurturing campaign requires the triggering of a long running email auto-response campaign when a web lead form is submitted. Using the i-Dialogue explorer I would have to define a dialogue rule that associates the form with an auto response campaign. But I can also add a smart component, called a "Form Submit Handler", to the landing page that intercepts form submit events and triggers the autoresponder on its own.



Granted, not a significant decrease in developmnt time, but it's much more apparent when looking at the landing page that "Oh... when the web form is submitted these events will be triggered and I have the ability to configure them".

A component-based approach does have it's associated challenges:

1) Atomicity Yields Complexity. Smaller, more granular components yield more flexible solutions and reduce need for programmatic customization. But if 3 different workflow components on a web page are required to process a lead form, trigger an auto-responder, and intelligently redirect the page, then the complexity of the page design is increased. Pre-built page templates are the best way to address this problem.

2) Process Visualization: The i-Dialogue Explorer allows me to see across multiple campaigns, landing pages, and auto-response rules at once. I can see exactly which landing pages have auto-response rules and which ones don't. But if workflow is embedded into pages in the form of active components, I need to drill down to the individual page to learn which workflows are active. The answer is in a new generation of campaign reporting tools (if there were only 26 hours in a day, I would add this and a dozen other features :-) ).

3) Creative-Business Collaboration: Interactive Web Development requires a unique set of skills. Part graphic/web designer and part marketing/business user. It's rare to find these skills in one person, so you often find different individuals taking responsibility for various components. For example, one person provides the HTML, layout, and graphics. Another provides copy writing, workflow and auto-response rules.

The bottom line? We'll need to support both approaches and give campaign designers the freedom to choose which approach works best for them.

Posted: Thursday, June 14, 2007 9:24:34 PM (GMT Standard Time, UTC+00:00)  #   
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I know better than to even remotely acknowledge rumors, but the Google-Salesforce merger speculation is too much to resist. A partnership between Google and Salesforce makes perfect sense, but merging? I just don't see the value of that for a few key reasons:

Google Brand Dilution: Google has had a winning strategy so far by offering applications that are equally applicable to both consumers and businesses, what insiders refer to as the "Big Google". There are Millions of Google consumers that will never care about business specific applications, and there are Millions of business application users that will never buy into an ad-based application model or You-Tube consumer driven videos.

Distributing energy and resources over 2 vastly different markets would ultimately dilute the Google brand and leave room for a new player to emerge with a sincere focus on "We're just search".

It's Just SOA: The vision of integrating disparate, on-demand apps via web services has now become a reality. The Gestalt effect that Google and Salesforce can now leverage by integrating their applications proves that the SOA model works, but merging these companies would just take SOA back to square one; as if to say the synergies could not be sustained without physically bringing these companies together.

Culture Clash: Google hires Developers. Salesforce recruits them as partners. Google does little to no marketing. Salesforce is all about Sales and Marketing. Google is ad-based. Salesforce is subscription-based. Google has no email/phone support. You can actually get someone from Salesforce on the phone if you have an issue. Google scales out. Salesforce scales up.

On a positive note, they're both in the bay area. They both want to eat into Microsoft's market. They both deliver their services via the web.

Don't get me wrong. We currently use Google premier apps for email, calendar, and document management plus we use Salesforce for CRM and support/operations. No matter what announcements are made in the coming weeks, I'm convinced we can only benefit.

Posted: Wednesday, May 23, 2007 9:37:42 PM (GMT Standard Time, UTC+00:00)  #   
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My Google Docs for Salesforce project is now sufficiently obsolete with the announcement of Salesforce SOA.

(Update: Well, perhaps I spoke too soon. This demo effectively synchronizes SForce records with a Google Spreadsheet, but I still need a Google Docs related list on SForce records)

Posted: Monday, May 21, 2007 8:15:35 PM (GMT Standard Time, UTC+00:00)  #   
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