Inside the Briefcase

IT Briefcase Exclusive Interview: Getting the Most Out of Open Source While Managing License Compliance, Risk, and Security

IT Briefcase Exclusive Interview: Getting the Most Out of Open Source While Managing License Compliance, Risk, and Security

with Kendra Morton, Flexera
In this interview, Kendra Morton,...

Why DEM Matters More Than Ever in Financial Services

Why DEM Matters More Than Ever in Financial Services

Remember waiting in line at the bank? Banking customers...

How to Transform Your Website into a Lead Generating Machine

How to Transform Your Website into a Lead Generating Machine

Responsive customer service has become of special importance, as...

Ironclad SaaS Security for Cloud-Forward Enterprises

Ironclad SaaS Security for Cloud-Forward Enterprises

The 2015 Anthem data breach was the result of...

The Key Benefits of Using Social Media for Business

The Key Benefits of Using Social Media for Business

Worldwide, there are more than 2.6 billion social media...

Eat Your Own Dog Food — And Other Challenges To Using CRM Tools

August 2, 2011 No Comments

Over the past few decades, CRM has evolved extensively. The genesis of CRM was really database management. For the last 25 years, I have worked in sales and sales management for several organizations, and I don’t think there is a CRM tool that has existed in that time span that I haven’t used. Lotus spreadsheets, ACT, Siebel, SAP, Oracle; you get the picture.

The initial CRM drivers were used to enable sales management to view forecasts of the sales team. They could track the activity of individual sales representatives, their accounts and prospects. Managing the pipeline and predicting future outcomes were paramount for internal reporting up the corporate food chain. In addition to internal reporting, maintaining contact lists (protecting the company if a sales rep left the company) became the second most common use.

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