Wednesday, March 19, 2008

Major players in the On-demand CRM field

On-demand CRM can be likened to a disruptive technology that proves its usefulness over a period of time and finally is there to stay. On-demand solutions offer good value to the customers, which is why companies such as Microsoft and Oracle are now joining the established players such as Salesforce.com.

On-demand CRM provides enterprises with the opportunity to concentrate on their core-competencies and let the hosted provider take care of the maintenance and technical aspects. According to research firm IDC, the on-demand CRM was of $ 4.2 billion in 2004 and will rise to $ 10.7 billion by 2009.

As against on-premise solutions, on-demand solutions are easier and quicker to install. The process of installing and deploying a traditional CRM can be a long-drawn process that may take anywhere between nine to twenty-four months. It begins with the purchasing of the required hardware, enlisting the help of professionals for configuring the hardware, setting up a data center, configuring routers, and making arrangements for backups.

mySAP does not provide functionalities such as quotation management, generation of product forecasts, customization capabilities for adding new fields and menu items. On the positive side, mySAP offers a fairly lenient contract that requires commitment for only 18 to 24 months from the customer. Clients can cancel their contracts and gain a complete refund without any penalty, the on-demand mySAP will have an upgrade cycle of 90 days, which is more frequent as compared to the on-premise version. The on-demand version of mySAP is available at $ 75 per month for a minimum of a 100 users.

Salesforce.com is one of the foremost proponents of on-demand CRM technology. Salesforce.com registered a growth of 83.7 percent in its sales for 2005 as compared to 2004. Salesforce.com has also launched AppExchange, which is an application-sharing directory and service intended to improve on-demand CRM. AppExchange will enable companies to develop CRM suites and business application functionalities without having to install software. AppExchange comes with connectors for SAP, PeopleSoft, Siebel Systems, and Oracle.

Salesforce.com does not charge a listing fee from individuals and companies that wish to provide their software through AppExchange. The company has just announced a new service plan called Unlimited Edition that will offer support for programs created by customers or other programmers and used through AppExchange. According to Salesforce, this will enable companies to access all their software on-demand. The basic Salesforce.com CRM package starts at $ 65 per user per month, the Unlimited Edition is available for $ 195 per user per month and it offers access to the complete range of Salesforce.com CRM applications and AppExchange as well.

RightNow Technologies too has grown steadily and revenues in 2005 were 40.9 percent higher than revenues from the previous year. Customers of RightNow Technologies include British Airways and John Deere. RightNow has a client roster that covers industries such as telecom, retail, education, and pharmaceuticals. Services cover the enterprise, mid-market, and small business segment and service elements include sales and marketing. The marketing-automation software provided by the company allows users to initiate campaigns across various channels and manage them easily. It makes real-time data available that enables quantification of the effectiveness of a campaign.

NetSuite CRM positions itself as the only web-based software vendor that combines e-commerce, accounting, and CRM in one offering. It targets SMBs with its product that it claims is on par with what the major vendors offered. Dashboards offered by NetSuite allow companies to access critical business information through more than seventy key performance indicators. The dashboards can be customized according to the roles to be executed by the various employees; trends are visible on the dashboard and meters track actual sales against forecasts. Tools offered by NetSuite include marketing, opportunity tracking, order management, lead conversion, forecasting, and case management. Businesses that are in collaboration can share customer and sales data through the NetSuite CRM+, which is a partner-relationship management application. The NetFlex platform introduced by NetSuite is positioned as an answer to AppExchange developed by Salesforce.com. NetFlex is web-based and it enables the development of applications such as database tables and forms.

Microsoft Dynamics CRM 3.0, which was released in December 05, has Avaya, Axonom, and Cisco Systems among its partners. Siemens Communications will be integrating Microsoft's Dynamics CRM software with its contact center systems. The Microsoft CRM offering is a single-tenant model, which means that Microsoft partners can host vertical solutions; however, for an upgrade, the patch has to be made available separately to each customer. Microsoft Dynamics supports a great deal of customization so that the CRM package fits in with the company's business model. The product which enables ad hoc querying is well-knit with Microsoft Office and Outlook. A marketing-automation module allows companies to develop targeted marketing campaigns, monitor the campaigns, send bulk e-mails, and build lead lists. Various aspects of service-scheduling can be managed by the service-scheduling module. Microsoft Dynamics 3.0 is available in a Professional Edition that costs in the range of $ 622 to $ 880 per user and $ 1244 and $ 1761 per server. The prices vary as per the features that one opts for. For SMBs, the hosted solution is priced at $ 440 to $ 499 per user and the per server price is between $ 528 and $ 599.

According to some experts, Oracle has the best hosted offering in the form of Siebel CRM OnDemand. Last year, Oracle acquired Siebel in a deal worth $ 5.8 billion and in the process also obtained around 3.7 million CRM users. CRM OnDemand offers capabilities such as hosted sales-force automation, customer service capabilities, an integrated call-center that allows for the management of communication in-house and via remote channels. OnDemand Release 9 can be integrated with Lotus Notes, Microsoft Outlook, and IVR systems. The sales-force automation tool enables the development of various accounts within a main account; this facilitates managing interaction with large clients. The call center feature enables VoIP integration and routing of calls to cell phones and other off-premises numbers. OnDemand allows for the apportioning of calls based on the skill sets of the call center agents. Call center managers can track agent performance and guide them accordingly with the help of features such as monitoring-and-recording, offline-coaching, and conference-calls. The Oracle offering consists of CRM OnDemand and Contact OnDemand and costs $ 150 per month for a user.

www.crmchump.org

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Tuesday, February 5, 2008

Microsoft CRM Customization - processing in/out-going email messages

We would like to give you several situations, when you may need custom development and programming to improve Microsoft CRM functionality. This overview is for programmer, software developer, IT specialist, database administrator.

Microsoft CRM, the CRM application from Microsoft Business Solutions utilizes almost all the recent Microsoft technologies: .Net (it is actually written in C#.Net with HTML and Javascript at the web client side plus has Microsoft CRM SDK with C# and partially VB.Net samples), Microsoft SQL Server, Microsoft Exchange 2003/2000 and others. Now to give you brief review from the workflow and messages - you can send email directly from Account, Contact or Lead and it will be processed by Microsoft CRM-Exchange connector. This email will have GUID in the message header. When addressee answers the email - it will be processed by the connector - it will recognize the GUID and will find the original activity and will attach this email as closed activity to the original object: contact, account or lead. This is very nice feature, but in the real world you may have these situations:

1. CRM user will not use CRM interface and will send email from his/her Outlook. Addressee will receive and respond and these emails will not be handled by Microsoft CRM-Exchange connector. They will not have GUID and connector has no idea on what to do with them.

2. Imagine, that you have Account Best Corporation, with contact person John john@bestcorporation.com. Now new person in Best Corporation, Susan sends you message from susan@bestcorporation.com - and her email will not be connected to your Best Corporation account, because this email doesn't have GUID and it also doesn't have matching email in the contact person. So - it is probably nice to catch emails by domain name as well, say - all the emails, coming from www.bestcorporation.com should be attached to Best Corporation account.

3. Now - your sales rep initiated the first email to the client from Microsoft CRM and got response, transferred back into CRM account. Then he occasionally replied on the reply from outlook - this reply, having GUID will be replied back and not transferred into MS CRM, because MS Exchange connector "thinks" that this message was already replied by the first reply.

4. To decrease the possibility that users will use outlook to send new messages and answer the messages from there - you would probably like the idea to delete them from MS Exchange database when they are transferred to the CRM. In this case they will not be seen in MS Outlook (We are not talking about Microsoft CRM Outlook client, where you actually see CRM data and objects)

If you are programmer or software developer - you can actually program these advancements and we'll give you the direction.

This technique is COM+ applications, registered as Microsoft Exchange sinks or handlers. You can use VisualStudio.Net, but you will not have debugging available, because these applications will work as event handlers. Microsoft Exchange allows you to alter it's logic in the events, exposed for custom handling. Incoming emails should be handled, when ONSYNCSAVE Microsoft Exchange Database event is fired before the commitment. You use Microsoft CRM SDK to create the email activity. You should use direct SQL update to flag the activity as closed (however not recommended by Microsoft - but Microsoft CRM SDK doesn't have the method to close the activity - so you really don't have an option from SDK side). Outgoing emails should be handled with so-called transport events firing, which is more complex and less documented part of Microsoft Exchange SDK.

Happy customizing! if you want us to do the job - give us a call 1-866-528-0577! help@albaspectrum.com

Andrew Karasev is Chief Technology Officer in Alba Spectrum Technologies USA nationwide Microsoft CRM, Microsoft Great Plains customization partner, based in Chicago, California, Colorado, Arizona, Texas, Minnesota, New York, Georgia and Florida, Canada, UK, Australia and having locations in multiple states and internationally (www.albaspectrum.com), he is Great Plains Dexterity, SQL, C# and VB.Net, Crystal Reports and Microsoft CRM SDK developer.


akarasev@albaspectrum.com

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Monday, January 28, 2008

Microsoft Business Solutions Great Plains, Navision, Solomon, CRM & RMS: serving international clien

Microsoft Business Solutions products: Microsoft Great Plains, Navision, Solomon, Microsoft CRM, Microsoft RMS are now serving not only to small and mid-size, but also large clients, plus they maybe reasonably priced solution for the branch of multi-national corporation.

Microsoft Business Solutions products: Microsoft Great Plains, Navision, Solomon, Microsoft CRM, Microsoft RMS are now serving not only to small and mid-size, but also large clients, plus they maybe reasonably priced solution for the branch of multi-national corporation.  This raises question of supporting Microsoft Business Solutions product installation remotely and internationally.  We do not question local Microsoft partners service quality, the question maybe different local partners may not be authorized to sell and service specific MBS product, the example in France MBS promotes Navision, but there are multiple cases when branch of the US-based company in France needs users training and support for Microsoft Great Plains system.

In this small article we are trying to give you the best system selection idea, depending on your country and business type.

Microsoft has two major mid-market ERP packages: Microsoft Great Plains and Navision (Solomon is the one to consider for Project oriented company this would deserve dedicated publication).

  • Microsoft Great Plains this application serves the markets, formerly targeted and gained by Great Plains Software (Great Plains Dynamics/eEnterprise or Great Plains Accounting), later on GPS was purchased by Microsoft.  These markets are: USA, Canada, Spanish Speaking South and Central America (except Brazil), South Africa, Middle East, Australia, New Zealand and Oceania.  If you are in these regions you should probably consider Microsoft Great Plains
  • Navision we believe that Microsoft bought Navision Software Denmark based software development company few years ago in order to get European market share.  However Navision Software itself had long history of penetration to US market.  This is why we see Navision clients in both Europe and US. Now Microsoft seems to appreciate Navision accommodation to former European tax and language specifics and it promotes Navision on emerging markets: Russia, East Europe, Africa, Asia.  In Brazil situation is more complex Microsoft have not decided yet and you can have either Navision or Great Plains (our subdivision Enterlogix.com.br is exclusive Great Plains reseller in Brazil).  It is very delicate question for MBS - but what you can see - Great Plains version 8.0 has fewer number of languages support and at the same time Navision has more with new releases.
  • Microsoft CRM Microsoft promotes its CRM worldwide and it is web based so it naturally automates your worldwide operations or serves you in your local country.  Microsoft CRM has C# and VB.Net based SDK, BizTalk server based integration to Great Plains and Microsoft SQL Server database.  Plus it deploys all the spectrum of Microsoft technologies: MS Exchange, Message Queuing, Active Directory.
  • Solomon - this ERP application was formerly bought by Great Plains Software (before GPS was bought it its turn by Microsoft) - Solomon is very good fit for project-driven organization. 
  • Microsoft RMS you should probably stay with Navision Retail module if you are in the region where MBS promotes Navision.  In all other places consider Microsoft Retail Management System: RMS Store Operations and POS.  If you have multiple stores you may manage and control them via Microsoft RMS Headquarters.  RMS has several integration options to Microsoft Great Plains.
  • Remote Support Technology it gives you cheaper consulting rates, because consultant doesnt have to travel to you and can serve several remote clients per day.  Microsoft VPN and Remote desktop solution is usually free for the client and in the case of sophisticated firewall Web Session could be another way to serve.  We do voice training, based on Internet telephony solutions, such as Skype enable you free voice over the internet.
  • Customization it is always better to avoid it however if you really need it, you should consider MBS customization partner who specializes in custom development and has experienced programmer.  In such a case we do not recommend to stick to local programmers in our experience local markets may not provide enough clientele for local developers to specialize in your product customization.  Also we do not recommend choosing generic offshore software developer.  MBS products require dedication in their customizations and integrations.

You can always have us help you internationally, give us a call: 1-630-961-5918 or 1-866-528-0577, help@albaspectrum.com

Andrew Karasev is Chief Technology Officer in Alba Spectrum Technologies USA nationwide Great Plains, Microsoft CRM, Microsoft RMS customization company, serving clients in Chicago, Arizona, Colorado, California, Texas, New York, Georgia, Florida, Minnesota( http://www.albaspectrum.com )

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Friday, January 18, 2008

Microsoft CRM: data conversion import from Act!

Best Software Act! is very popular CRM for small and mid-size organization.   This system attracts business owner by its low price, plus system is very easy to use.  However if your business is growing you should reach the moment to implement more advanced CRM solution.  Natural question is how do we convert the data from Act! to new CRM solution and the mapping of your objects for conversion.  You would probably like to avoid operator data entry with potential numerous errors and mistypes.  Assuming that you are IT specialist, well give you technical side of Act to MS CRM data migration

This system attracts business owner by its low price, plus system is very easy to use.  However if your business is growing you should reach the moment to implement more advanced CRM solution.  Natural question is how do we convert the data from Act! to new CRM solution and the mapping of your objects for conversion.  You would probably like to avoid operator data entry with potential numerous errors and mistypes.  Assuming that you are IT specialist, well give you technical side of Act to MS CRM data migration:

  • First you need to download Act! SDK from Best Software website
  • Install Act! SDK on the computer, where you plan to do programming
  • Well use asynchronous data export/import model, this means that well design the system, containing two parts: export into XML and this XML file import into the CRM
  • Lets code Act! data export application, well use C# to address Act Framework classes, well need these libraries:

using Act.Framework;
using Act.Framework.Activities;
using Act.Framework.Companies;
using Act.Framework.ComponentModel;
using Act.Framework.Contacts;
using Act.Framework.Database;
using Act.Framework.Groups;
using Act.Framework.Histories;
using Act.Framework.Lookups;
using Act.Framework.MutableEntities;
using Act.Framework.Notes;
using Act.Framework.Opportunities;
using Act.Framework.Users;
using Act.Shared.Collections;

  • To connect to Act! database:

ActFramework framework = new ActFramework();
framework.LogOn("Act Username", "password", "SERVER, "Database");

  • Now we need Act field names to map them with the fields in the MS CRM:

private void ShowContactsFieldsDescriptions(ActFramework framework) {

    ContactFieldDescriptor[] cFields = framework.Contacts.GetContactFieldDescriptors();

    ContactFieldDescriptor cField;

    for(int x = 0; x < cFields.Length; x++)

        {

            cField = cFields[x];
            Console.WriteLine("Table Name:tt{0}", cField.TableName);
            Console.WriteLine("Column Name:t{0}", cField.ColumnName);
            Console.WriteLine("Display Name:t{0}", cField.DisplayName);
            Console.WriteLine("ACT Field Type:t{0}", cField.ACTFieldType);
            Console.WriteLine("");

         }

}

  • Lets get contact list and create the file for import instructions to MS CRM:

ContactList cList = framework.Contacts.GetContacts(null);
FileInfo t = new FileInfo("Contacts.xml");
StreamWriter stw = t.CreateText();

  • Now we form export data:

for (int i = 0; i < cList.Count; i++) {

    string strContactXml = "<contact>";

    ContactFieldDescriptor cField;
    Object oValue;

    // First Name
    cField = framework.Contacts.GetContactFieldDescriptor("TBL_CONTACT.FIRSTNAME");
    oValue = cField.GetValue(cList[i]);
    if (oValue != null && !(oValue.ToString().Trim().Equals("")))
 strContactXml += "<firstname><![CDATA[" + oValue.ToString() + "]]></firstname>";

    // Last Name
    cField = framework.Contacts.GetContactFieldDescriptor("TBL_CONTACT.LASTNAME");
    oValue = cField.GetValue(cList[i]);

    if (oValue != null && !(oValue.ToString().Trim().Equals("")))
 strContactXml += "<lastname><![CDATA[" + oValue.ToString() + "]]></lastname>";
    else
 strContactXml += "<lastname>" + "N/A" + "</lastname>";

    // Salutation
    cField = framework.Contacts.GetContactFieldDescriptor("TBL_CONTACT.SALUTATION");
    oValue = cField.GetValue(cList[i]);
    if (oValue != null && !(oValue.ToString().Trim().Equals("")))
 strContactXml += "<salutation><![CDATA[" + oValue.ToString() + "]]></salutation>";

    // Job Title
    cField = framework.Contacts.GetContactFieldDescriptor("TBL_CONTACT.JOBTITLE");
    oValue = cField.GetValue(cList[i]);

    if (oValue != null && !(oValue.ToString().Trim().Equals("")))
 strContactXml += "<jobtitle><![CDATA[" + Regex.Replace(oValue.ToString(), "rn", "<BR>") + "]]></jobtitle>";

  • This is only portion of the data, that could be transferred into CRM, the whole list of fields is too long for small article, but your could design the whole list of desired fields.  Please, pay special attention to replace <BR> HTML tag this is required for text data transfer into CRM
  • Next is import application creation.  We will not describe here connection to MS CRM details please read Microsoft CRM SDK if you need this examples.  Well concentrate on the nature of the import.

 The XML export file should look like this:

<contact><firstname><![CDATA[John]]></firstname><lastname><![CDATA[Smith]]></lastname><salutation><![CDATA[John]]></salutation><address1_line1><![CDATA[1234 W. Big River]]></address1_line1><address1_city><![CDATA[Chicago]]></address1_city><address1_stateorprovince><![CDATA[IL]]></address1_stateorprovince><address1_postalcode><![CDATA[123456]]></address1_postalcode><description><![CDATA[Toy Corporation]]></description><ownerid type="8">{4F1849C3-9184-48B5-BB09-078ED7AB2DAD}</ownerid></contact>

  • Reading, parsing and MS CRM object creation look is relatively simple:

        Microsoft.Crm.Platform.Proxy.BizUser bizUser = new Microsoft.Crm.Platform.Proxy.BizUser();

        ICredentials credentials = new NetworkCredential(crmUsername, crmPassword, crmDomain);

        bizUser.Url = crmDir + "BizUser.srf";

        bizUser.Credentials = credentials;

        Microsoft.Crm.Platform.Proxy.CUserAuth userAuth = bizUser.WhoAmI();

        // CRMContact proxy object

        Microsoft.Crm.Platform.Proxy.CRMContact contact = new Microsoft.Crm.Platform.Proxy.CRMContact ();

        contact.Credentials = credentials;
        contact.Url = crmDir + "CRMContact.srf";
        CorrectXML("Contacts.xml", userAuth.UserId);
        StreamReader reader = File.OpenText("Contacts.xml");

        string input = null;                       

        while ((input = reader.ReadLine()) != null)

        {

            string strContactId = contact.Create(userAuth, input);
            Console.WriteLine("Contact {0} is created", strContactId);
            log.Debug("Contact " + strContactId + " is created");

}

  • Just consider in more details CorrectXML function it places OwnerId into XML contact tree:

        private void CorrectXML(string fileName, string userId) {

           File.Move(fileName, fileName + ".old");
           StreamReader reader = File.OpenText(fileName + ".old");
           FileInfo t = new FileInfo(fileName);
           StreamWriter writer = t.CreateText();
           string input = null;

           while ((input = reader.ReadLine()) != null) {

               input = Regex.Replace(input, "{_REPLACE_ME_}", userId);
               writer.WriteLine(input);

           }

           reader.Close();
           writer.Close();
           File.Delete(fileName + ".old");

        }

  • Finally, we are launching export, import, opening MS CRM and looking at the contact list, transferred from Act!
  • Separate task would be Sales data from Act!, Notes etc. we plan to describe them in the future articles

Good luck with integration!  If you want us to do the job - give us a call 1-630-961-5918 or 1-866-528-0577! help@albaspectrum.com


Andrew Karasev is Chief Technology Officer at Alba Spectrum Technologies ( http://www.albaspectrum.com ), serving Microsoft Great Plains, CRM, Navision to mid-size and large clients in California, Illinois, New York, Georgia, Florida, Texas, Arizona, Washington, Minnesota, Ohio, Michigan

 

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Thursday, January 17, 2008

Microsoft CRM messaging through Lotus Domino email server - balanced solution

Microsoft CRM and IBM Lotus Notes Domino seem to be taking completely different paths and if company is Microsoft oriented - we see MS CRM, MS Exchange, MS SQL Server, SharePoint, etc. In the case of Lotus Domino - it is opposite - Lotus is corporate Information Media and could technically play CRM role with internal messaging coming through Lotus Domino server. However realities of modern corporation give us multiple examples when Microsoft CRM and Lotus Domino should coexist in compromise. There are several reasons why corporation doesn't like to stick to one platform:
1. Balancing several platforms not to be trapped to the one-vendor solution. Imagine, that you placed all the eggs into one basket and then this basket went into the trouble (lawsuit, bankruptcy, mismanagement, hostile takeover - to name a few in the life of the modern American corporation)
2. Legacy-dependence. If your corporation uses such product as Lotus Notes/Domino for 10 plus years - you can expect that majority of documents are stored in the Lotus databases. Just conversion of this legacy database is multi-million dollars project. And again - we could not predict the future accurately - who will win or lose - IBM or Microsoft - or maybe they will merge
3. Procedures and flowcharts. Nowadays corporation works and builds its business model around computer business system, consider things like users training, functional flowcharts/diagrams, reporting to investors, IDE with company vendors and customer. And we'd dare to say that these things are computer application platform dependent (even being designed in the heads of corporation founding leaders as abstract business processes - then they were placed into the computer platform and had to fit to its pluses and minuses)
Considering these arguments and having multiple requests from Microsoft Business Solutions and directly from our prospects and customer, we have realized the connector, which allows Microsoft CRM use Lotus Domino email server with similar messaging functionality as Microsoft Exchange 2003/2000
Microsoft CRM Exchange connector needs to be installed and its DLL based functionality is superceded by our own DLL, which communicates with Lotus Domino server via Java Agents
You can always have us help you with the integration and customization. Call us: 1-866-528-0577, 1-630-961-5918.

Andrew Karasev is Chief Technology Officer in Alba Spectrum Technologies USA nationwide Microsoft CRM, Microsoft Great Plains customization company, serving clients in Chicago, California, Texas, New York, Georgia, Arizona, Louisiana, Michigan, Florida, Canada, UK, Australia, South Africa and having locations in multiple states and internationally ( http://www.albaspectrum.com ), he is Dexterity, SQL, C#.Net, Crystal Reports and Microsoft CRM SDK developer.

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Monday, December 17, 2007

Is CRM Technology Living Up To the Hype?

Over the last few years the buzz about CRM (Customer Relationship Management) has grown extensively. It seems that every Sales & Marketing executive is talking about it. A study conducted by Jupiter Media Metrix found that U.S. businesses spent more than $5.2 billion in CRM technology software in 2001, a number that is expected to rise to $8.7 billion by 2006. CRM spending has been growing considerably, especially in financial services, retail, and telecommunications.

Many companies have invested in CRM systems to retain customers who demand more and better services by the day, but why? Due to recent trends, consumer behavior has changed dramatically in the last couple of years, and even more with current market conditions. According to a study made by The Center for Customer Strategy, consumers are less concerned with minor price differences, but choose companies based on their value-added services. They want to be able to get what they need, quickly. With tools like the Internet, its now a lot easier for both consumers and businesses to compare offers, and switch over if their needs arent met. This is especially true of high-value customers that produce the most profit for the business.

Businesses are scrambling for ways to retain these customers, and attract new ones in the process. So how is CRM an answer to keeping up with these trends? CRM is a strategy (no, not software) to transform your business to be customer, not product, focused. The CRM software is just a tool that helps the company carry out this strategy. Depending on its implementation, it can help your business identify who your customers are, what they need and anticipate what could want. It allows businesses to tailor offers to their current customers, building closer relationships that make them feel valuable. It can help eliminate contact and data overlap between departments and improve consumer service. For example, Leah Holzman, Marketing Manager of TradeCard Inc, explained how the marketing and sales departments in her company had problems tacking each others progress and customer data. They spent hundreds of hours managing disparate data across multiple systems. That is, until they implemented a CRM initiative with the help of Salesforce.com. Overall, CRM can make your company more efficient and customer-friendly to capture greater market share, increase customer loyalty, and attract more customers.

So far, CRM sounds like a dream come true. Yet studies show that more than half of CRM initiatives fail. Despite rising spending in CRM, a survey of 1,200 businesses executives conducted by the Data Warehousing Institute showed that 41% considered their CRM project a potential flop. Only 16% were satisfied with their CRM software implementation. As one senior marketing executive claimed, We turned a manual mess into an automated mess, and as a result we just made the same mistakes faster and more efficiently.

The problem with these companies is not that CRM automation fails to meet expectations. There are several reasons why these systems dont always generate the desired results. And most times, it has nothing to do with the software. The biggest mistake that a manager can make is think that once the software is installed, all problems will be solved. To be successful, a CRM initiative must be a company-wide strategic culture change and process design. It entails getting all your employees (not only customer service) to change the way they perform their every day tasks so that the appropriate information is collected and used in a productive way. The software is just a tool that keeps things organized so that a successful CRM is easier to accomplish. As any change in a corporate culture, this project requires complete support from senior management.

One of the most common problems is that data collected isnt used. Great sums of money are invested in collecting all different kinds of information on clients, yet many times this information is never analyzed, never used to understand the customer or provide all the benefits that CRM can deliver.

For better results, a company investing in CRM must first evaluate their current situation. They should determine what problems need to be solved, and what type of data are needed. Since implementation is often a complicated process (especially in large companies), it is vital to get input from all departments. It is also a good idea to include your customer in the process to get a better idea of what changes will be embraced. Often when a CRM initiative is left up to the IT department, it is harder for other areas of the company to accept any changes in processes (which are usually substantial). To be successful, the initiative must take place throughout the entire company. Employees must be trained to function with the new technology and processes.

When considering a vendor and/or product, its imperative that any software, system or processes implemented are flexible. They can then adapt, along with a company, to changing times and trends. This is especially useful in growing businesses, where needs might change as client bases grow and business expands.

No matter what precautions you may take when planning and implementing a CRM initiative, the only thing that can assure its success for the company are your people. After all, the whole concept of CRM is based on relationships. And those cant be completely automated. There is no technological substitute for a friendly voice or face that understands a customers troubles and is willing to go above and beyond to provide the best service. CRM can only help a company manage these relationships to provide a more personalized service to loyal customers.

Mark Levit is managing partner of Partners & Levit Advertising and a professor of marketing at New York University. For more information visit http://www.partnerslevit.com or call 212.696.1200. SEO Copywriting Makeover: Good Rankings but No Sales Part 2 of 2Karon Thackston

In Part 1 of this article series, we looked at a local home security site that had fairly good rankings but whose conversion rate was lacking. (You can see the original copy here: http://www.copywritingcourse.com/topsecurity-original.pdf.) Here in the conclusion, you'll see how several changes helped maintain this company's good rankings while improving their site's lead generation abilities.

The Rewrite

My first thought with the rewrite was to stop making "trust and urgency" the undertones and instead make them the obvious focal points of the copy. As usual, I started with the headline. The previous headline was:

When every second counts, turn to Top Security, Inc. who has been securing Orlando / Central Florida homes and businesses for 689,453,910 seconds.

I wanted something more direct so I changed the headline to:

Top Security, Inc. of Orlando
Security Systems From a Trusted Neighbor

This included one of their keyphrases and also made it perfectly clear this company was local and trustworthy.

For the introductory paragraph, I wanted to get the visitor's attention and hold it long enough to make a point: That security is something you need to think about now, not later. I opened with the following:

"If only Id called you sooner." "I never thought this could happen to me." These are just a few of the many comments we have heard from our customers in Orlando. Security systems suddenly became a top priority for them, but not until after theyd experienced a frightening break-in or a devastating fire. After these disasters, our Orlando neighbors were convinced that burglar alarm and security issues should be a forethought, not an afterthought.

The copy does not beat the visitors over the head with the fact that they could be hurt, face losses, or experience some other frightening situation. It simply plants a seed of "what if" and moves on.

This section of the copy also lends support to the keyphrases Top Security wanted to rank highly for. Because "Orlando Security Systems" can be an awkward phrase to repeat, I split it up in several instances to help the flow of the copy stay natural.

The remainder of the page speaks to the facts that Top Security is local, has longevity in the community, is right around the corner, and offers several other benefits national security companies simply can't (or won't). Benefit after benefit is listed and explained in order to drive home the fact that a local company can and will provide exceptional service. You can see the current version here: http://www.copywritingcourse.com/topsecurity-current.pdf.

All throughout these sections of the copy, keyphrases are reinforced in the copy. When applicable, keyphrases are used in bold phrases or others that include special formatting. However, I never forced keyphrases someplace they didn't fit just for the sake of doing it. Keyphrase placement has to meld with the copy, not overpower it.

The call-to-action for the home page was simple. It asked three questions dealing with the biggest complaints about home security that users or potential users have regarding dependability, false alarms, and price.

The Results

The high rankings Top Security had prior to the SEO copywriting makeover were retained for most terms and even increased for a few others. While that's great, what's more important is that lead generations from the site increased, which gave Top Security, Inc. a broader customer base and the potential to make more sales they previously would not have been able to make.

It just goes to show that, even if your site has high positioning, copywriting can play an incredibly important role in bringing growth to your business. After all, what's the point of having good rankings if you have no sales?

by Karon Thackston © 2004-2005
http://www.copywritingcourse.com

Karon Thackston is a veteran copywriting pro who specializes in SEO copy. If your copy isn't getting results, let Karon teach you how to write SEO copy that impresses the engines and your visitors at http://www.copywritingcourse.com. Be sure to check out Karons latest ebook How To Increase Keyword Saturation (Without Destroying the Flow of Your Copy) at http://www.copywritingcourse.com/keyword.#BREAK#

Karon Thackston is a veteran copywriting pro who specializes in SEO copy. If your copy isn't getting results, let Karon teach you how to write SEO copy that impresses the engines and your visitors at http://www.copywritingcourse.com. Be sure to check out Karons latest ebook How To Increase Keyword Saturation (Without Destroying the Flow of Your Copy) at http://www.copywritingcourse.com/keyword.SEO Copywriting Makeover: Good Rankings but No Sales Part 1 of 2Karon Thackston

It's been a myth for as long as the Internet has been in existence. Get good rankings and your site will be successful. I hate to be the bearer of bad news, but that has never been the case. What you get when you achieve good search engine rankings is a lot of traffic. That *can* be a wonderful thing, but it by no means guarantees even one sale.

You see, search engine rankings are not responsible for making sales. They are responsible for getting visitors to click to your site. If you (or your search engine optimizer) have done your job, you'll have descriptions in your search returns (or PPC ads) that bring in qualified visitors. But still even with qualified visitors, the engines are not in a position to make sales at your site. That's the job your copy and usability elements handle.

Top Security, Inc. faced this problem. They had good search engine rankings. They were listed on the first page of most of the major engines. They had the traffic. Sales, however, were not where they wanted them to be. What was the cause? One look told me the copy was the culprit. (Take a look at the original copy here: http://www.copywritingcourse.com/topsecurity-original.pdf.)

The Problems

Top Security had a tough sale by anybody's standards. They sold home security systems and maintenance services. (Something hardly anybody likes to talk about until after something happens, and it's virtually too late.) In order to get someone to move on products/services like home security, insurance, and the like, you really must develop a sense of trust and urgency.

When I first viewed the Top Security, Inc. home page, it was obvious that they knew what they needed to do. They had made a few attempts on the page in the form of graphics and MP3 files to accomplish those two goals. For example, they posted a current Threat Advisory graphic from the Department of Homeland Security (establishing urgency). There was also an MP3 that played kindergarten children singing "God Bless America" (plays toward patriotism and trust). Lastly, the headline was designed to try to build a sense of longevity. However, none of these was reflected in the copy. The most important part of the page was overlooked.

In order to turn the home page around, the salesman of the site (a.k.a. the words) needed to speak to the visitors in their own language. It needed to show them what can happen to those who have no security system and then offer a way to prevent those tragedies. The copy had to give assurances and build trust while at the same time helping visitors to stop procrastinating and make a move now.

While current rankings were good, there was still room for improvement. For search engine purposes, the copy needed to offer better support for the chosen keyphrases. There were virtually no keyphrases in the original body copy and that had to be changed.

The Solutions

The biggest part of the solution for Top Security was to develop copy for the home page period. The copy on the original site was minimal, was company-focused instead of customer-focused, and needed to do a better job of addressing the needs of the site visitors and search engines.

The new copy had to set a tone of trust and community since Top Security dealt only with local Florida residents. In fact, I pulled out all the benefits small, local companies can offer their customers in order to play up Top Security in the new copy.

At the same time, I wanted to weave the client's keyphrases into the text without making them stand out. The goal was to have a home page that read as naturally as possible to humans while giving the spiders and bots what they needed in order to boost Top Security's rankings.

In Part 2 of this article, I'll show you how I implemented the changes in order to improve conversions and what the results were.

by Karon Thackston © 2004-2005
http://www.copywritingcourse.com

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