Cubic Compass Software

Kudos to James Shore on the release of his new book "The Art of Agile Development".

Jim and I spent several months together in 2001-2002 developing a Customer Portal framework for a leading on-premise CRM software package with the occasional mentoring from Ward Cunningham (inventor of the original Wiki).

From the few chapters I've read from Jim's book already, it very elegantly articulates many pragmatic principles that are centric (I believe) to delivering successful software projects, as well as tackling difficult topics such as software measurement, risk management, and compensation.

Video interview with Jim here.

Posted: Sunday, May 25, 2008 11:19:00 PM (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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Just noticed that Microsoft CRM Online is now officially available. Not sure how personally invested I'll get in learning it. I responded to several Beta trial invitations, but never received an invite (and we're a Microsoft partner?!?).

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

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

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

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

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

 


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

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

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

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

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

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

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

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

 

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