Third Idea Consulting

You read it here first, unless you read it somewhere else already. Here’s the skinny on CRM Idol, as expressed by The Man himself, Paul Greenberg:

Okay. We’re locked and loaded. Reference checks done. Programs being put into place. Website in progress. A new prize. Final contestant list in place with times and dates complete.

Here’s what’s happened since we last talked.

Prizes

We have new prizes.

First, Donal Daly CEO of The TAS Group, has generously provided his sales deal software, Dealmaker Sales Performance Automation, to a winner. Not one, but ten licenses for a full year with setup thrown in for free and no strings attached. This is a $12,000 value. Not too shabby.

Then, Brent Leary, one of the most influential folks in CRM and small business and a CRM Idol primary judge is offering for the Americas only

1. inclusion in his 2011 coming in September 2011 CRM-Ish List of companies to watch that can provide products/services to the small business community.
2. an invitation to be a featured participant (speaker and/or panelist) at the inaugural Social Business Atlanta conference in September 2011 (details coming soon)
3. a featured spot on SmallBizTrends.com One-on-One conversation series

And finally, for seven finalists, Brent Leary and I are offering an interview on CRM Playaz, our widely watched and of course wildly popular lets-just-say “funny” show. Though they may not consider that much of a prize since we get the chance to not just give them exposure, but mock them if we care to. But the offer is there to all seven finalists.

More large prizes are in the works. We’ll be working on those until the date of the competition so stay tuned. Now that Scottie won American Idol, what else do you have to do with your time anyway? We’re way more interesting than “So You Think You Can Dance?”.

Website

We knocked it out of the park on this one. Soon, though I can’t give you an exact date, we’re going to be the proud recipients of a Drupal-enabled social site for CRM Idol which will allow you to do a lot including:1.

1. Learn something about all 60 companies participating in the contest.
2. Be able to rank and rate and comment on the videos and other uploaded content that might be provided by the participant companies
3. Get the latest updates.
4. Get all links you need for the participants, the vendors, the influencers, the media and even communicate with them - publicly
5. Communicate with the judges.
6. Plus lots of other stuff.

What makes this a home run is that the company doing this for us is Dri, a premier web design company who specializes in open source. The owner, Diogo Rebelo, is making sure that we get a Drupal social site, so that we can communicate with each other throughout the CRM Idol process. A first iteration focused around content management will be up in about 2 weeks. Watch for it at http://www.crmidol.com.

Mentor-60

One thing that we want to provide throughout the CRM Idol process is mentorship. For example, as simple as it might sound, it isn’t that easy to impress an influencer/analyst with your product or company, given that its likely the influencer/analyst has seen it all already - being asked to take demos between 10-50 times a week. So, in the spirit of preparation for the demos the 60 candidates are going to have to do for the primary judges, we are announcing the Mentor-60 program. This will consist of two pieces:

1. A 45 minute webinar by primary judge and top CRM analyst Esteban Kolsky on “How to Demo”. This will be given once at a time that will be convenient to both the Americas and EMEA and all 60 of the contestants will be invited to join. However its strictly optional when it comes to signing up and not signing up will have no impact on how the voting/judging on the 60 goes later on in August.

2. Many of the extended judges panels have volunteered their time to be mentors who during the month of July will make time available for communicating with the 60 participants to answer questions on how to handle the demos. This won’t include a full review of the demo but more in the “should we do something like this” or “does it make sense to include this” mode. What channels and dates and whether we are going to assign judges to specific companies or have them be generally available on a specific day remains to be determined. As of now, 32 of the judges have already volunteered and many others are in the process of responding.

Final Calendar

The reference checks are done. That was the final step in the process. We have only one change. We are adding Crowd Factory to the list of contestants. Congrats to them! (Whoo! Hoo!) They were able to be first in line for the waiting list. If others drop out for reasons that are driven by them, the next in line on the waiting list will be chosen. And so on and so forth. See the final (and this is the final final final) calendar below for the dates and times of your favorite CRM Idol participant.

The Americas Calendar - FINAL

The Americas (all times are Eastern Time)

Date
	August 15 3pm – PhaseWare 4pm – Performance Solutions 5pm – Solucciones 6pm – Jaguar TPM	August 16 3pm – Relenta CRM 4pm – LuxorCRM 5pm – thedatabank 6pm –Connected	August 17 3pm –Assistly 4pm – SplendidCRM 5pm – RO/Innovation 6pm - GreenRope	August 18 3pm – Cosential 4pm – Media Funnel 5pm – Tasker.ly 6pm – Aplicor	August 19 3pm -FreeCRM 4pm – Crowd Factory 5pm – Antharia LLC 6pm – Relayware
	August 22 3pm – Lookout Software, Inc. 4pm – InvisibleCRM 5pm – Negoxia 6pm - CiviCRM	August 23 3pm –Vigilius LLC 4pm – Hyperoffice 5pm – SalesNexus LLC 6pm – Salestrakr	August 24 3pm – Brick St. Software 4pm – Stone Cobra 5pm – VIPorbit 6pm – Nimble	August 25 3pm – Front Row CRM 4pm – GetSatisfaction 5pm – ContactMe 6pm – FuzeDigital	August 26 3pm - bigWebApps 4pm – Loopfuse 5pm – Vertical Solutions, Inc. 6pm – Dovetail Software

EMEA - FINAL

EMEA (all times are GMT)

Date
	September 5 3pm - Swivelscript 4pm – InTouch 5pm - Efficy NV 6pm - Jibe Company	September 6 3pm - Loyalty Factory 4pm – B-Kin 5pm – Atollon 6pm - Dimelo	September 7 3pm - Pipedrive 4pm – Akordis 5pm - Workbooks.com 6pm - BPMonline CRM	September 8 3pm – Iko System 4pm – Zestia Ltd 5pm - Really Simple Systems 6pm - Arten Science Ltd.	September 9 3pm –The SelfService Co. 4pm – Digita Srl 5pm –ABCrm 6pm - webCRM

All the Rules, We are not Fools

We are now working on the finalizing the processes and rules for the actual judging of the competition. As you know there are five judges for the Americas and four for EMEA as of this update. (No changes are expected but one never knows). We recognize that all the judges might not be able to do all the demos due to client conflicts etc. and we are working from that premise to make sure that there is fair and adequate representation and a set of minimum standards. We are also working on defining the scoring system that works in this environment. Some of the criteria will be made public; the weight placed on the criteria will not be made public. We are discussing what to do with the results also.

Additionally, in an entirely optimistic vein, we are discussing how to handle the awards of the prizes. The winners won’t get all of the prizes, they will choose from a selection of prizes (the number is TBD). There will be prizes that all 7 finalists (the video makers) get because it won’t be an easy thing to get there. There are other models under discussion on the award. Watch here for the results soon.

In the next update we’ll (if the spirit moves us) reveal the judging criteria and the prize awards model. Stay tuned. The ride starts here. We’re ALL going to Vegas -except me. I don’t like Vegas. I’m going to Barcelona. Or New York. Anyone wanna come?

I tell ya, this stuff is easy when somebody else writes it.

Have you ever noticed how all the talk in the CRM sphere tends to focus on a handful of big names? The companies that have already achieved massive success and recognition (relatively speaking; I still need to explain the concept of CRM and SCRM to just about everybody I meet)? It seems there’s no room for smaller vendors to compete, despite the fresh approaches and innovative ideas they may bring.

That state of affairs is a thing of the past. Once again, Paul “CRM Godfather” Greenberg is shaking up the industry—he has masterminded CRM Idol 2011: The Open Season. As the name suggests, it’s something of a riff on American Idol, but with more talent and less drama. Entries are being accepted, starting today; more about that later.

A total of 60 companies (40 in North America, 20 in EMEA) will present their commercially-available CRM wares to a panel of judges composed of the greatest influencers, analysts, and journalists in the field (and also me). Finalists chosen from these vendors will create a 10-minute video presentation to fight it out for a choice of the top prizes.

The prizes, you ask? Several. Free consulting from members of the judging panel and other top minds in the field. Webinars conducted pro bono by the same. Subscriptions and/or beta access to leading CRM suites so partner applications and integrations can be developed. And the coveted free publicity, consisting of a joint product review produced and signed by the judging panel, released immediately through a huge list of media partners.

And since everybody’s a winner in a game like this, everybody gets the review. Like American Idol, though, there is a risk of the Simon Cowell experience—a weak product and a bad presentation will be reviewed appropriately.

But enough of my paraphrasing and editorializing—you want the meat of the subject. Here it is, straight from Paul:

The Idea

Most of what we’re trying to do was outlined in the pre-announcement announcement of CRM Idol last week. But it bears some repeating:

Small companies – at least in the CRM software related world – and that means social software world, in this case, too – abound. There are thousands of companies out there that are possibly innovative, possibly commercially viable in a big way, possibly the next big thing. But, as we said, there are thousands of them. And, no matter how great your product is, if no one knows about it, well, then, oops. Not a good thing.

These small companies are all making efforts to get into the ecosystem that could benefit them – one which includes investors, influencers, technology/strategic partners, media connections, etc. While getting support from this powerful ecosystem is by no means a guarantee of success, it can be enormously helpful in getting well down the road there. But, those small companies are often thwarted in that effort by either really bad PR people, or just the incredible amount of companies out there trying to reach into the ecosystem who are pummeling the small amount of influencers, etc. every week with requests to demo or talk.

Now, to be fair to the influencers, they are human beings with lives that aren’t built around supporting this one company that really thinks they are it. All they know is that each of them is getting between 20-50 requests a week to take a demo or conversation with someone who owns or represents a company they’ve never heard of and never talked to yet. In addition to those that they know. Often enough, they are pitched by a public relations person who is either inexperienced or not really good at their job who makes no effort to find anything out about the person that they are pitching to. So the influencer, journalist, venture capitalist gets a generic curve thrown at them that doesn’t even break over the plate – guaranteeing that the email is going to be discarded as a matter of course before the first paragraph is even read. Or it could be that on a particular day the influencer got 10 pitches and had a headache and didn’t want to see any of them.

As unfair as generic pitches and high volumes of noise are to the influencers in the highly desirable ecosystem we are chatting about here, it is a problem because what are probably a lot of good companies are never given a chance to move ahead because of the difficulties inherent in the process and the vagaries of bad luck on any given day.

Which is why CRM Idol 2011: The Open Season exists.

The concept is simple, small companies out there. If you meet the submission criteria outlined below, you will be given the opportunity, first come first serve, to secure a time slot on a specific day that will put you in front of some of the most influential people in the CRM/SCRM world. They will spend an hour with you in a demo to hear about your technology product – software only – and they will write a jointly signed review of what they saw of you – that will be published in multiple venues as soon as its written. It can be a good review, a bad one, a mix or indifferent. There’s risk on your part to be taken here. But it is something that you need to be aware of. The reviews will go up as soon as the 5 judge sign off on the final content. They won’t be exhaustive reviews but they will be opinionated and fair.

Forty companies from the Americas and twenty companies from EMEA (that means ONLY Europe, the Middle East and Africa) will get a shot at this – again first come first serve (more later on what that means). Of the 40 in the Americas, 4 finalists will be chosen. (NOTE: There will be an APAC edition hopefully late in the year or if not, early 2012, depending on the success of these two events. Sorry, Asia, Australia, New Zealand, et.al. Logistics made it impossible at this juncture.) Out of the 20 in EMEA, 3 finalists will be chosen. Each of the finalists will be REQUIRED to do a ten minute video about their company and the product. Not a repeat of the demo but a video. Note I used the word REQUIRED here. Let me put it this way. If you make the finals and don’t do the video, we will publicly skewer your company. Know why? Because our judges are giving up what little free time they actually have in a summer to do this and it will take us 4 hours a day for 3 business weeks to do it. So if you can’t or won’t put in the effort to do the video, don’t bother to apply. Seriously. We’re trying to help out here and we want you guys all to succeed but it’s a two way street.

Okay, that rant out of the way. Once the finalists are chosen and the videos done, they will be posted online in multiple media outlets. They will be voted on in two ways:

1. 1. Popular vote – see, crowdsourcing is important. All the votes for the one winner from the Americas and the one winner from EMEA will be tallied from the public sites – in aggregate. That’s 50% of the vote.
   2. Extended Judges Panels – as you can see below, we may have assembled the greatest panels of judges – both leading vendors and influencers ever assembled in the history of CRM – not to be hyperbolic or anything. Each judge will select a specific winner in each of the Americas and EMEA from the 7 finalists. That’s the other 50% of the vote. The original judges will be voting as panel members.

The winners in each will get a major array of prizes, some of which are below, and be declared “CRM Idol 2011 Winner.”

Not too shabby is it? Vast amounts of media attention even if you don’t make the finals. If you make the finals at all, some prizes to you. The winners get everything that the ecosystem can offer but guaranteed success. But they do get all the accoutrements they need to support their increased likelihood of it.

That way, you small companies out there who have been victimized by bad approaches or just circumstance have the opportunity to bypass all of that and make something happen. It’s up to you to take the reins in hand but once you do, you have at least a serious chance at making yourself successful.

The Criteria

This competition is for small companies in the CRMish/SocialCRMish world. – see the categories below for some guidelines though please feel free to make the case if you don’t see yourself in the guidelines.

1. 1. You have to have software that is commercially available by the time of the demo – that would be in August – again see below. No betas, alphas, release candidates allowed. If we find that you’re not commercially available, and you have a time slot, you’re out and someone else will fill the slot. So please be sure that you can verify the claim if you want to participate.
   2. You have to have 3 referenceable customers that, if we care to, we can contact and ask about you.
   3. You have to have revenue under $12 million U.S. your last fiscal year. As far as disclosure goes, you have the choice of making the claim that you do – though that will have to be stated in your submission and we’ll trust you or you can disclose your revenue in the submission with the knowledge that only the permanent judges will know what it is. If you make the claim, please be prepared to back it up if we ask. Your call on how.
   4. You have to be willing to make a ten minute video if you get to the finals. More on that later.
   5. You have to fit a category – though there is some leeway there.

The Categories

The categories that we’ve identified to start are:

1. 1. Traditional CRM Suites
   2. Social CRM
   3. Sales - Sales Force Automation, Sales Optimization, Sales Effectiveness
   4. Marketing – Marketing Automation, Revenue Performance Management, Social Marketing, Email Marketing, Enterprise Marketing Management, Database Marketing
   5. Customer Service – all permutations
   6. Mobile CRM
   7. Customer Experience Management
   8. Social Media Monitoring – requires the possibility of integrating with a CRM technology
   9. Customer Analytics – including text/sentiment analytics; voice based analytics; social media analytics, influencer scoring, etc.
   10. Enterprise Feedback Management
   11. Innovation Management
   12. Community Platforms
   13. Enterprise 2.0 – collaboration, activity streams etc.
   14. Social Business
   15. Knowledge Management – this one requires the possibility of integrating with CRM systems
   16. Vendor Relationship Management
   17. Partner Relationship Management

Once again, if you don’t see yourself in this list, don’t worry. Just make the case as to why you have some customer-facing possibilities and the likelihood is that we’ll be cool with it. We’re trying to make this easier for you, not hard.

The Rules

They are numbered to be entirely clear.

Submissions

1. 1. There will be 40 slots made available in the Americas and 20 in EMEA.
   2. The submission will be by email ONLY to: [email protected]. (See below to see this again and what to do if there are problems). Any other attempt at submission will be rejected out of hand with the problem exception mentioned below.
   3. The submissions will occur starting today – Monday, April 25 and will continue until Friday May 13 or until all slots are filled, whichever is first (watch #crmidol on twitter for updates on that as it occurs). On May 13, should any slots be left, the remaining specific dates and times will be made publicly available and another final round of submissions for those remaining slots will occur from May 13 through May 20. After that the submissions will be closed.
   4. Each submission will include the following:
      • Your company contact and named person contact information Two date and time specific slot requests. ONLY two. If your slots are not available, you’re out of luck until May 14 – and then you can resubmit to any time slots that are publicly announced as still available. Though there is no guarantee that there will be any available slots at that time. (see below for examples of how to submit the dates/times)
      • The category you feel you fit into - or if you don’t but think that you qualify – why.
      • A description of what the product is/the company is. Be persuasive here that you meet the criteria, not that you have a great product. This is merely a qualifying discussion. URLs cannot be used as substitutes for this description. The submission needs to be all inclusive. However, they can be used as supporting documentation.
      • The names of the three (3) referenceable customers – the company, the contact and the way to communicate with them – minimum of email and phone, please.
      • A statement that says that you meet the revenue requirement along the lines of “our company states truthfully that our revenues in our last fiscal year 2010 were under $12 million U.S”. OR you can state the actual number with the knowledge that the primary judges in each of the Americas and EMEA will treat it as under non-disclosure. But please be aware those designated primary judges below will see the actual figures if you choose to reveal them.
      • A statement that says, “if (you) make the finals, you are committed to making a 10 minute video for submission and public viewing as part of the conditions for entry.” Word it anyway you prefer but make the commitment clear.
   5. If you are accepted, you’ll be notified privately but it will be posted that you’ve been accepted on the Twitter #crmidol stream. The time will only be sent to you privately. Just your acceptance will be posted. Please allow some time between your submission and the posting of it to the hashtag and your private notification, since we all still have to work for a living.
   6. If you don’t include everything specified in the rules for submission, it means automatic disqualification and you cannot resubmit.

The Demo

The demo has few rules. Just be prepared to a. explain your company; b. show your product – live please c. answer questions from the influencers/experts. Not much more than that. I’m sure many of you are experienced at this already so wed don’t have to tell you this, but just in case… A site for the demos with login etc. will be announced to the timeslot owners in early August.

The Video

The standards for the video will be mentioned to the finalists once they are named. To rest any unease, you won’t be required to spend lots of money to get it done. How much you spend and on what will be up to you as will the content and how you present it. We’ll issue guidelines when the time gets near, including how the video is going to be distributed for posting and voting.

The Judges

Here are the lists of all the judges. As you can see, we have what is likely to be the heaviest hitting list in the history of anything done in CRM when it comes to awards or competitions. Click on their names to get to their LinkedIn bios. They are in alphabetical order.

Primary Judges

The Americas

These five judges will handle the 40 entries for the Americas which consists of the United States, Canada, South and Central America. They will all be involved in the one hour reviews each of the days over the two weeks and will jointly sign off on each review which will be posted to multiple media sites. They will also solely choose the four finalists for the Americas.

1. 1. Paul Greenberg – Managing Principal, The 56 Group, LLC
   2. Jesus Hoyos – Managing Partner, JesusHoyos.com, LLC
   3. Esteban Kolsky – Principal and Founder, Thinkjar LLC
   4. Brent Leary – Managing Partner, CRM Essentials
   5. Denis Pombriant – CEO, Beagle Research Group

EMEA

These four judges will handle the 20 entries from Europe, Asia, Africa, Australia etc. They will all be involved in the each of the 1 hour demos/discussions from Sept 5 through 9 and will write and jointly sign off on each review which will be posted to multiple media sites. They will also solely choose the three finalists for EMEA.

1. 1. Laurence Buchanan – Vice President, CRM & Social CRM, EMEA, Capgemini
   2. Silvana Buljan – Founder & Managing Director, Buljan & Partners
   3. Paul Greenberg – see above
   4. Mark Tamis – Social Business Strategist, NET-7

Mentors

This is an exciting part of CRM Idol 2011. Each of these fine human beings has volunteered a day of their time – two during the finals and one with the winners – to provide the benefit of their experience to the contestants. What they will do is noted by their name. This is an awesome idea that Anthony Lye actually cooked up. Each of these mentors has decades of experience in the software and venture capital world and is considered a leader in the CRM space. So if you make it to the finals, you have the benefit of their knowledge and their valuable time. Amazing.

1. 1. Anthony Lye – Anthony will provide one day for the Americas finalists and one day for the EMEA finalists for consultation on how to best do the content for the contending videos and whatever other pertinent advice the finalists need. Anthony has had years of experience as a senior management person for enterprise CRM and a thought leader.
   2. Joe Hughes – Joe will provide one day for the Americas finalists and one day for the EMEA finalists for consultation on how to best do the content for the contending videos and whatever other pertinent advice the finalists need. Joe has been a leader in the CRM space for as long as we can remember and one of the more foresighted when it comes to the value of Social CRM
   3. Larry Augustin – This is a prize for the winner of EMEA and the winner of the Americas. Larry who has years of experience as an executive in the software space and has been a successful venture capitalist will work with the winner to prepare them for dealing with possible investors including doing a VC matching with the winners.

There will most likely be other mentors announced as the competition gets closer to the demo dates. We might try to make some mentors available to prepare you if you need them for the one hour demos but that’s still up in the air. We’ll keep you posted.

Extended Judges Panels

The Influencer Panel

1. 1. William Band – Vice President & Principal Analyst, CRM, Forrester Research
   2. Jim Berkowitz – CEO, CRM Mastery
   3. Bruce Culbert – Chief Service Officer, The Pedowitz Group
   4. Zoli Erdos - Publisher/Editor, CloudAve and Enterprise Irregulars
   5. Mike Fauscette – Group Vice President, Software Business Solutions, IDC
   6. Josh Greenbaum – Principal, Enterprise Applications Consulting
   7. Dr. Graham Hill – Partner, Optima Partners
   8. Dennis Howlett - Buyer Advocate
   9. Ian Jacobs – Senior Analyst, Customer Interaction, Ovum/Datamonitor
   10. Michael Krigsman – CEO, Asuret
   11. Marshall Lager – Managing Principal, Third Idea Consulting
   12. Kate Leggett – Senior Analyst, CRM, Forrester Research
   13. Maribel Lopez – Principal Analyst and VP, Constellation Research Founder Lopez Research LLC
   14. Jeremiah Owyang -Managing Partner, Altimeter Group
   15. Sameer Patel – Managing Partner, Sovos Group
   16. Scott Rogers – Customer Evangelist
   17. Robert Scoble – Managing Director, Rackspace Hosting
   18. Brian Solis – Principal, Altimeter Group
   19. Dilip Soman – Professor of Marketing, Rotman School of Management, University of Toronto
   20. Ray Wang – CEO, Constellation Research
   21. Mary Wardley – Vice President, CRM Applications, IDC

The Vendor Panel

1. 1. Larry Augustin – CEO, SugarCRM
   2. Anthony Lye – Senior Vice President & GM, CRM, Oracle
   3. Phil Fernandez – CEO, Marketo
   4. John Hernandez – General Manager, Customer Care Business, Cisco
   5. Jonathan Hornby – Director, Worldwide Marketing, SAS
   6. Joseph Hughes - Senior Executive, CRM Service, Support and Social System Integration Lead, Accenture
   7. Charlie Isaacs, VP, eServices and Social Media Strategy Alcatel-Lucent Enterprise
   8. Vinay Iyer – Vice President, Marketing CRM, SAP
   9. Katy Keim - CMO, Lithium
   10. Marcel Lebrun,- CEO, Radian6
   11. Mitch Lieberman, Vice President, Marketing, Sword-Ciboodle
   12. Chris Morace- Senior Vice President, Business Development, Jive
   13. Zach Nelson – CEO, NetSuite
   14. Bill Patterson- Director, CRM Product Management, Microsoft
   15. Dileep Srinivasan - AVP - CRM & Social CRM, Digital Marketing & MDM, Cognizant
   16. John Taschek –Vice President, Market Strategy, Salesforce

The Journalist Panel

1. 1. Elsa Basile – Director, Callcenternews (Argentina)
   2. Barney Beal – Managing Editor, SearchCRM,
   3. Anita Campbell – Publisher, SmallBizTrends.com
   4. Robin Carey – CEO, Social Media Today
   5. Neil Davey – Group Editor, Sift Media
   6. David Myron – Editorial Director, CRM Magazine, Speech Technology Magazine
   7. Valdir Ugalde – Board, Member, mundocontact (Mexico)
   8. Ann Van Den Berg – Senior Editor, CustomerTalk (Netherlands)

Media Partners

You’ll note that we have 8 journalists on a panel of judges. Well, each of them represents a media partner that will be broadcasting the competition and posting the videos for voting in the finals for the popular vote. They are an awesome array of the most influential media sites in social media, CRM, and small business as well as local influencers in CRM in Latin America and Europe. They will be significant in the lives of the contestants, the finalists, and the winners giving each what may be an unprecedented breadth and depth of coverage. Their coverage will be supplemented by posts to the blogs and other sites that are owned by many of the judges so there will be significant reach for all 60 of the initial contenders. Each of these partners will be getting exclusives from the judges and hopefully some of the companies too so that we can add a quality of coverage that would enhance the value to the SMBs participating. in all areas – CRM, social and small business directly.

We expect to add more media partners as we continue on throughout the competition.

The current partners and links to their sites (in alphabetical order, like every list here):

1. 1. Call Center News (Argentina)
   2. CRM Magazine/DestinationCRM
   3. CustomerTalk (Netherlands)
   4. Mundocontact (Mexico)
   5. MyCustomer.com/Sift Media
   6. SearchCRM
   7. Social Media Today
   8. SmallBizTrends.com

The Prizes…So Far

These are the prizes as of launch today. There are several others in the works that will be announced as the contest rolls out.

All Finalists

All 7 finalists will get to choose one day of consulting from the list of Influencer consultants below. The order of choice will be based on the popular vote on the video which will be kept confidential but used for the choosing. There will be more consultants added to the list as contest moves forward.

The Americas and EMEA Winners

Each winner will get to choose four prizes from the list. Note – in the case where multiple prizes are being offered by a single vendor – the vendor counts as a single prize with all the items as part of that.

1. 1. Accenture
      1. A full day workshop with CRM leaders in Accenture for possible partnership and/or possible investment.
   2. Capgemini (for EMEA winners only)
      1. A half day workshop with Patrick James, Global VP CRM and Laurence Buchanan to explore joint go to market opportunities and help you refine and test your value proposition.
   3. Social Media Today
      1. A blog post featuring the winner of the contest to run on both The Customer Collective and Social Media Today
      2. A single blast to the Social Media Today opt-in list (approximately 50,000 names) which will conform to their minimum standards (valued at $10,500)
   4. Microsoft
      1. 12 mos. of CRM Online Free for developing extensions to CRM
      2. 12 mos. of Windows Azure Free for developing web-based portals and BI solutions
      3. Access to the Office 365 Beta for building collaborative applications and services
      4. Access to the BizSpark One program -a program designed to connect emerging businesses and their investors with a Microsoft advisor to help them identify unique opportunities and expand its business presence
   5. SugarCRM
      1. Free 10 user subscription to SugarCRM Professional or Enterprise
      2. Membership in the Sugar Exchange and free consulting on product integration with SugarCRM
      3. CEO Larry Augustin, a successful venture capitalist in his own right, does a mentoring & VC matchmaking session with the winners
   6. Brian Solis
      1. One hour internal webinar on how to use SCRM and social media to your advantage
   7. Paul Greenberg
      1. One hour pro bono external webinar on a subject TBD for lead gen, mindshare, etc.
   8. Ray Wang
      1. One hour pro bono external webinar on a subject TBD for lead gen, mindshare, etc.
   9. Sameer Patel
      1. One hour pro bono external webinar on a subject TBD for lead gen, mindshare, etc.
   10. Influencer Consulting– free strategic consulting for 1 day or 8 hours from a variety of judges (in person travel expenses to be covered by winners)
   11. Esteban Kolsky (in person only)
   12. Paul Greenberg (on phone or in person)
   13. Denis Pombriant (on phone or in person)
   14. Mark Tamis (on phone or in person)
   15. Jesus Hoyos (on phone or in person)
   16. Brent Leary (on phone or in person)

The Times, Dates, Hashtag and Email

Okay here’s the hardcore stuff:

1. 1. The hashtag is #crmidol
   2. The email for submission is [email protected]
   3. If you have a problem submitting to that email send your submission and a report of the specific problem to [email protected]

Dates and Times Table for the Americas and EMEA

We’ve put together an easy little table with all the relevant dates and times that you’ll need as you progress through the competition.

Dates/Times	Americas	EMEA
Submission Dates	August 15-19; August 22-26	September 5-9
Submission Times	3pm ET; 4pm ET; 5pm ET; 6pm ET	3pm GMT; 4pm GMT; 5pm GMT; 6pm GMT
Finalist Video Submission Date	September 30	October 14
Winner Announcement	October 17	October 31

A Note or Two

A little bit of unfinished stuff that will sort itself out as time goes forward.

• • There will likely be a CRM Idol site (Joomla based) coming in the next month or so that will be an aggregate site for all the media outlets and streams. However, this remains a work in progress that’s still under discussion.
  • There will be more mentors and prizes added and possibly a judge or two.
  • For now ongoing news will be found at the twitter hashtag #crimidol.

In Closing

That’s about it. Now its time to bring it. First come, first serve. See you, maybe as the 1st ever CRM Idol, in Vegas, Hollywood. London or on the Social Web. Somewhere anyway.

CRM IDOL 2011 IS NOW OFFICIALLY UNDERWAY

Hey, just a quick update to let you all know that a book I worked on is now available for preorder on Amazon. Dancing with Digital Natives: Staying in Step with the Generation That’s Transforming the Way Business Is Done has been a long time in coming, and I think I speak for all the authors and editors when I say how gratifying it is to see it in print.

My chapter deals, surprisingly enough, with social CRM and how business can use it to form close bonds with the digital customer, as well as how businesses are built upon social principles. There’s a load of good stuff from other contributors as well, so expect to learn from pages I’m not even responsible for. ^_^

Yes, I did just use a Japanese-style emoticon on my professional blog. I like them, and the regular ones screw up my formatting.

[Edited for some small inaccuracies. My bad.]

I recently had the pleasure of attending Sage Analyst Day 2011, hosted in Boston on February 9, 2011. A select group of industry watchers got to hear about plans for Sage North America in the coming year, especially its CRM product line.

One early order of business was to announce (reiterate, actually) the pending retirement of Sage North America CEO Sue Swenson later this year, after nearly three years of service. While I didn’t get many opportunities to speak to Swenson directly during her time with Sage, I was impressed with her focus on moving her division forward, and her success in achieving her goals during a bad stretch for the global economy. The company returned to revenue growth in the second half of 2010 under her leadership.

This summer (the guess is mid-June) Swenson will hand over control to CEO-designate Pascal Houillon, a 20-year Sage veteran who has served as the head of operations in several European countries. His stated primary goals are to match the company’s product line with its customer base more effectively; to make the Sage brand better known on this side of the Atlantic; and to return the company to making acquisitions as opportunities present. Likely targets are Web-based and connected services vendors, as well as regional specialists.

Your ears might have perked up at that last bit about connected services and Web services. I know mine did. Sage has been inching toward the Cloud for a few years now, but it looks like the pace is about to accelerate.

Sage Advisor

The first piece mentioned was Sage Advisor. Users of Peachtree—sorry, Sage Peachtree—will recognize it from a function they’ve had access to for four years. Advisor is a cloud-based data mining tool and recommendation engine, collecting more than 500 data points and using them to provide advice to the user. The advice is delivered (depending upon context and preferences) via Sage employees, a virtual assistant, and in-product chat.

Sage Advisor exists to “create a personal connection to Sage brands for every user,” according to the company. It’s not just about selling more software to expand Sage’s footprint with its customers; Advisor can point out existing (read: already-paid-for) capabilities that aren’t being used and could help with a given task, and can also tell users how to turn off certain functions to streamline their workflow.

Many of you read the words “virtual assistant” and had a bad flashback to Clippy, Microsoft Office’s much-maligned helper. Sage Advisor appears to be much less intrusive, and the company claims more than 90 percent of its Sage Peachtree customers are opted in to the service.

Another function of Sage Advisor is to provide client data to Sage and its partners about usage patterns, third-party applications in use, system specifications, popular reports, and more. Sage predicts this could increase close rates for partners 60 to 70 percent.

Sage Connected Services

Connected services is Sage’s umbrella term for discrete applications provided to its customers (both on-premises and SaaS) via the Cloud. Many will integrate through SData, Sage’s new open-standard Web protocol which allows front- and back-office applications to communicate better with each other and with other apps.

This will be a major area of expansion and advancement for Sage, adding capabilities from the cloud in a modular fashion to serve up what customers need. Payment services, legal counseling, tax compliance, lead generation, and shopping carts are just some examples Sage provided.

Services will be delivered within the main Sage application, with Sage Advisor identifying and suggesting appropriate apps, making it something of an app marketplace. Because SData is an open standard, there is a large opening in connected services for third-party providers, and for integration with non-Sage products. Look for a Google Apps integration very soon.

Acceleration Squared

Sage’s foray into cloud services creates an excellent opportunity for growth, if it can manage the potential chaos. With SData, Advisor, and connected services all turned on, Sage partners and customers will have greater access to the company than ever before, and that’s saying something. Demand for new functions and new products can be watched in real time, and the delivery time is considerably reduced. Sage will be drinking from the firehose in a way that only SCRM- and cloud-savvy companies can; if it uses that information and the dynamic strength of an involved community, we will see a very different Sage by this time next year.

For another (and quite excellent) discussion of Sage North America’s Analyst Day, see Denis Pombriant’s recent article for CRM Buyer. Denis has been watching Sage for longer than I have, and he’s one smart cookie.

Note #1: This is not the second part of the comparison article between RightNow Technologies and Salesforce.com. I’ll write that next.

Note #2: A disclosure. As with most conferences, the host (in this case Salesforce.com) paid for my flight, lodging, a few meals, and some entertainment.

Welcome back, my friends, to the show that never ends

This year marked the 8th annual Dreamforce conference, a gathering of Salesforce.com partners, customers, and observers at the Moscone Center in San Francisco to see what the software-as-a-service pioneer is up to. This year was the largest one yet, as attendance has risen steadily with the growth of the company and its influence. when I first attended in 2005, I think there were 6,400 attendees; this year there were more than 30,000.

I’ll get this part out of the way, because it’s subjective and because I’ve said it before: Marc Benioff (the founder and CEO, for the three people reading this who didn’t know that) is a heck of a showman. Many vendor conferences are built around the idea of news and advances, but Dreamforce is always about energy and enthusiasm. There’s plenty of news here too, but the first order of business is to get the crowd fired up. The exact same company-product-service would likely not have achieved its current level of success in somebody else’s hands, because Marc knows how to play to the crowd and to the media. He also knows business and software, so it’s not like he’s just a pretty face, but he leads with his personality.

So what happened?

There were four main announcements to come out of Dreamforce ‘10, at least from Salesforce itself—the show has become too big for any one person to have a realistic hope of covering all the partners. Of the four, two were what I would call minor (changes to existing relationships or services) and two major (new ventures). We’ll hit the former first.

First thing was showing off full integration of Jigsaw, a provider of crowdsourced contact data for businesses which Salesforce acquired in April of this year for $142 million. Jigsaw was formerly a Salesforce partner, and its app integrated fairly well with Salesforce CRM, but the combined entity is a step up. Jigsaw data automatically populates the fields, so blank lines in a contact record should be a rare thing. Users can provide new or updated information to the system, so there’s no need to separately maintain it—your contact records are the world’s contact records, at least insofar as you make them public.

The second minor bit was the introduction of Chatter Free. Chatter is Salesforce’s social networking service that allows your employees to communicate in a secure Facebook-like environment. The free version is—you guessed it—free, and allows Salesforce users to invite any colleague to join whether or not they use Salesforce themselves.

Up to the majors

The previous two announcements definitely matter to Salesforce and those who use it, but the following two will be what drive speculation and interest for the next few months. Therefore, I’ll devote more space and detail to them. (What, you didn’t think I was writing a short blog, did you?)

There’s a new cloud in town, and its name is database. Database.com is a standalone open-standards database in the cloud. The PR copy says it can run on any platform, in any programming language, on any device. It’s a relational database that can swallow both structured and unstructured data, and can serve as the backbone for apps in use by many thousands of users simultaneously. And it’s secure down to individual rows.

Salesforce can claim this because database.com has been in beta for the past 11 years—it’s the productized version of the database used to power Salesforce.com itself. There’s no sense in me listing all the features it promises, so here a link to the database.com FAQ. It’s getting a push from early-adopter pricing as well: The first 100,000 records are free, as are the first 50,000 transactions per month, for up to three users (the ones who actually work with the database). After that, it’s $10/user/month, plus $10/month increments for each 100,000 records or 150,000 transactions.

You might think the big deal here is the reasonable pricing, or the fact that Salesforce is opening itself up for somebody to make a competing product using its own infrastructure. What I think is most telling is the open standards. Salesforce has resisted open source and open standards for years, claiming its own APEX development language was open enough, being similar to Java and freely available to anybody who wished to develop apps for it.

Users and critics still clamored for the option to use actual Java, or PHP, or some other open-standards development language, and now Salesforce has conceded. This means anybody can write Salesforce apps, or port existing code into it. The barrier to entry has never been lower.

[UPDATE: I've been informed by Denis Pombriant of Beagle Research Group that database.com doesn't support SQL and doesn't run on any platform other than its own servers in the cloud. This is important information which I missed, so thanks.]

Big Deal Number Two is the announcement of intent to acquire a company named Heroku for $212 million. If your first response is “So what?” then don’t feel bad—I felt the same way until I read deeper. Programming languages and development platforms aren’t my specialty, but this is big.

Heroku is the leading development platform for apps built in Ruby, the language at the heart of many popular social media cloud apps. You may have heard of some of these apps: Hulu, Twitter, and Groupon are the three easiest to pick out of the 105,000 created via Heroku.

Let me be crystal clear about the significance of these two announcements. Salesforce.com is making its own on-demand database technology—which supports its own service and everything on AppExchange—available to anybody with the smarts to type some code. It also has acquired the favorite development tool of some of the farthest-reaching social media apps in the world. In essence, Salesforce.com has just turned itself into a fire hose that sprays the future of cloud computing.

If nothing else had happened this week, this would still have been enough. I’d like to point out that it’s not all business over at Salesforce.com, and call some attention to the philanthropic efforts of the company. Marc Benioff is a firm believer in the 1/1/1 philosophy, donating one percent of Salesforce.com’s equity, time, and products/services to good causes—something that really adds up with a billion-dollar-plus organization. The current project is working with UCSF, including endowing a children’s hospital [UPDATE: I should have mentioned this was with his own money] and building a new research campus. Good stuff.

Tune in later this week (or early next, because I’m a little busy) to see part two of my message comparison between Salesforce.com and RightNow Technologies.

So I took another briefing with Sword Ciboodle yesterday regarding its SAS-powered CRM suite for mid- to large enterprise. That makes something like four in the past two months. These folks really want to get the word out—when I worked at CRM magazine, we typically didn’t have editorial staff meetings as often.

I’ve already discussed Ciboodle One (the agent desktop) in this space, so I won’t repeat myself except to say that it’s probably the cleanest and best example of its ilk I’ve ever seen. I haven’t had as much time in front of the other elements, Ciboodle Flow and Ciboodle Live, at least until yesterday. Seeing the components working together made a better case for integrated CRM with top-flight analytics than anything I could say. Ciboodle gets it.

Ciboodle also treated me to a demo of Ciboodle Crowd, the last link in the chain. [Warning: Link contains unfiltered marketing content. Caveat lector.] Crowd is the social platform. More to the point, it’s the environment for companies to manage their participation in social CRM. Looks good, and it clearly isn’t dependent on any specific social media, so it can adapt as old players drop out and new ones appear.

All this is good for CRM, good for Ciboodle, for SAS, and also for consultants like me. SAS was smart enough to partner with Ciboodle to provide applicability and usability in CRM, and Ciboodle was smart to recognize the value of powerhouse business intelligence. Together they provide a suite with a lot of possibilities built in. And to their credit, the companies provide the services to back it up, so that the customer isn’t purchasing six-figure shelfware. Capgemini appears to be helping to achieve this end.

But vendor services can only take you so far. There are still too many potential buyers of Ciboodle’s suite who have only a vague idea of what they want from it, or who haven’t put their organizations through the sort of cultural and process evaluation needed to get the most out of the purchase. Mistakes can be made with those tools even when they’re used correctly, at least in a technical sense. A hammer and chisel work really well together, but you probably shouldn’t use them to defrost your freezer unless you’ve carefully considered how to do it and understand the risks involved. (I have done this, and despite due consideration managed to wreck a freezer by focusing on individual hammer blows instead of the big picture.)

When somebody decides they want to become an astronaut, the first step in that journey is not flight training and mission briefings; it’s learning about the job, the dangers, and the potential benefits. Ciboodle and SAS have built a mighty space vehicle, and they are providing top-notch training to anybody who enters the program. I get to be the career counselor who makes sure it’s a good fit, and I can definitely live with that.

You may have already heard the announcement from June 3 about Sword Ciboodle using SAS Realtime Decision Manager (RDM) analytics in its new contact center application, Ciboodle One. If not, you have now. I’d have told you about it sooner, but I didn’t get the official briefing until today—I couldn’t share what I knew until then.

The curious can see Ted Hartley, chief channel officer for Sword Ciboodle, talk about the combined SAS RDM/Ciboodle One value proposition here.

According to Ted (he’s a friend, so I can use his first name), Ciboodle was approached by SAS about six months ago seeking a business application to support with its RDM technology. Around the same time, the Ciboodle boffins were thinking of how to create a more compelling experience in the contact center. Faster than you can say “you got your chocolate in my peanut butter,” the two companies were coding up a system to use existing data to increase the comfort level of customers at the point of contact. Ted says it’s a continuation of the focus on voice of the customer, but now getting into the mind of the customer.

The result is likely to be a new high water mark in customer intelligence and frontline service. SAS is the first name in analytics, and Ciboodle has one of the sweetest CSR agent desktops I’ve seen. With SAS handling high-level intelligence and pushing the results to the Ciboodle desktop, agents can have a better sense than ever before of who they’re talking to. This means better routing, less repetition, and smarter cross-sell/upsell. Most importantly, the agent sees the customer’s history, recent activities, and attitudes so there is a basis for communication—it feels like a relationship, not just a transaction.

The SAS-powered Ciboodle One is rolled out in North America presently, but according to Ted the SAS salespeople in other regions are already calling to ask for the partnership to be extended further abroad.

There’s been a lot of maneuvering going on in the CRM space (as I noted at the tail end of this post), especially where business intelligence meets customer service and social CRM. There’s more to the story in development as you read this, so my lips are sealed until things become official. All I can say is this: The contact center is the natural home for social CRM, and a social engagement model that uses serious analytics is bound to make a difference if somebody can develop one. Stay tuned.

Maybe “brewing” isn’t the most comfy-sounding word right now, as it’s starting to get awfully hot outside. But you can’t make iced tea without brewing it first, and that’s sort of what I’m doing—adding heat to the pot so we can have something cool later.

At long last I’ve added something useful to my Services page. I intend to flesh it out with details of what I can actually do (and have done) for my clients, but now there’s a starting point. Chalk up the delay to my fear of saying the wrong thing.

Later this week, I’ve got another briefing scheduled with Sword Ciboodle, and you’ll have the details from that briefing as soon as they’re out from under embargo. I would tell you, but I’ve got friends at Ciboodle and their PR agency Dukas who will go all Jack Bauer on my butt if I talk out of turn.

More good news: I’ve managed to get an invite to Enterprise 2.0 later this month in Boston. I will have some pre-event details for you soon, and I will be running myself ragged at the show, trying to get the most benefit I can. In order to pass the awesomeness on to you, my dear readers and friends, please let me know (via email, Twitter, or comment) what sort of info you want to get from my time at the convention. I exist to serve. And to drink iced tea.

It has been a busy couple of weeks for followers of CRM, Social CRM, and all that goes along with it. I haven’t got my head around all of it yet, but I’ll provide a handy link-dump at the end of this post to give you some starting points. It’s good to know that even when there’s more happening than I can reasonably cover, I can always link to my friends.

I’ve just returned from BPT Partners‘ Social CRM Summit (search the hashtag #scrmsummit to see some of what went on) where I had a great time refreshing and expanding my skills. Paul Greenberg—friend, mentor, mensch—was at the helm as usual, and it never ceases to amaze me that he always has something new to say on the topic of social CRM.

I don’t want to say too much about the specifics, since this is professional development and I need to be able to sell the result of what I’ve learned instead of giving it away, but there was a lot of emphasis on usable business strategy. A few years ago, social media strategy for business amounted to, “Get involved now, because this is gonna be huge.” It was good advice in 2006, and it’s still good, but we’ve had a lot of time to refine our techniques since then. With the addition of social media monitoring and analytics, it’s possible to make a really solid business case for SCRM adoption.

Catching up with friends and meeting new ones is always a benefit at events like this. Brent Leary even showed up—the trip from his neck of the woods to ours wasn’t trivial, even if it was in the same state—to say hi and let me talk smack about his alleged free throw skills. There was an escalation, and something tells me we (along with Mike Boysen, Mitch Lieberman, and others) will be putting it on the line to shoot from the line in the near future for bragging rights. I don’t care how bad I do, since basketball is my anti-sport, but as long as I outscore Brent I’ll be happy.

A few days before heading down to Atlanta (actually Kennesaw, which is near Atlanta in the same way that Northampton is near London), RightNow Technologies held a launch event here in New York for RightNow CX. I provided a lot of my thoughts on the company’s new social platform in October, but I want to reiterate that this looks really good. While history may show that CRM got the most traction among sales professionals, today’s customer-driven social CRM has a natural starting point in customer service and support. RightNow, with its contact center pedigree, is definitely one to watch here They’ve got some great customers, including CBS Interactive, Match.com, MySpace, and Aircell (the gogoinflight people), that show off what a natural fit SCRM is when grown in contact center soil.

A few days prior to that, I took a call with Clare Dorrian of Sword Ciboodle to discuss the company’s direction and new offerings. Ciboodle is more of a traditional CRM vendor (which is fine), serving larger enterprises. It also has strength in the contact center—I love the look of Ciboodle One, its new unified agent desktop—and is further building out its work flow and Web self service capabilities to capitalize on that. I just got hold of some of Ciboodle’s customer case studies, so that should give me some fun reading over Memorial Day weekend. (That’s not as sarcastic as it sounds; I have genuine interest in some concrete examples of how the company is helping businesses.)

And now the link dump. Actually, it’s more of a shout-out to two of my friends, but since they write so much and so well, it can serve both purposes.

Denis Pombriant (previously mentioned here) has been extra-prolific with his blogging lately, with a lot of coverage from Sage Insights among other things. Wish I could’ve been there, but this is the next best thing. See all of his May content here.

Ray Wang, now of Altimeter Group, got to see what was up at SAPPHIRE 2010, the big annual SAP conference that I would also have loved to attend. He’s also been banging out a lot of news coverage, especially where acquisitions are concerned (SAP and Sybase, IBM and Sterling Commerce, Lithium and ScoutLabs, Attensity and Biz360). See his blog here.

I suppose we shouldn’t be surprised—if anything, the surprise is in how long we waited—that organizations are using social media to put pressure on other organizations. Recently, environmental activism group Greenpeace used a YouTube video to drive customer outrage against snack food producer Nestlé for its use of palm oil sourced from dwindling orangutan habitats.

The result was a ton of news coverage (from CNN, CNET, Forbes, BusinessWeek, The Guardian, and many others—thanks, Google), a practical shutdown of Nestlé’s Facebook page due to angry traffic, and what Greenpeace wanted: severance of the Nestlé relationship with Sinar Mas, the oil supplier accused of illegal deforestation.

Now, I loves me some KitKats. I am aware of the horrible toll they inflict on my health and I eat them anyway, though not so often that you have to worry about my imminent demise. I will continue to eat them in the future. But I’m glad that Greenpeace brought the palm oil problem to my attention, so I can watch for it in other foods. And you can be sure I’ll take a hiatus from my KitKat consumption. I would rather do without a yummy snack than condemn a piece of our world to death.

Side note: Jeremiah Owyang of Altimeter Group was on the most recent Brian Lehrer Live to comment on this situation. (The social media aspect, not my fat butt and KitKat addiction.) I can’t find the video, so I’d appreciate it if somebody would link it in the comments.

Is this a good thing? Should the power that has finally come into the hands of the customer be co-opted by large and powerful groups to further their own ends? My opinion is a guarded yes. Greenpeace is the example at hand, and it is not trying to make a profit—it’s trying to increase awareness of the harm we do to the ecology in the name of profit. While the group has had its excesses (the term ecoterrorism has been applied to some of Greenpeace’s activities), it generally acts to expose a situation it finds worrisome, and lets public opinion do the rest.

As with everything else, there’s the potential for abuse. If there’s something we can learn from social media, it’s that stories spread fast and far, much more so than the truth behind the story can catch up. A brand can be destroyed by one person’s efforts—typically a customer with an axe to grind over shoddy merchandise or poor service. Imagine the damage that can be done by a large, well-funded, coordinated group with a much larger axe to grind. If the cause is just and no lies are told, then I’m okay with it. But what if it had been Hershey’s spreading the Nestlé story? Would we be as sanguine about chocolate maker A inflaming consumer outrage against chocolate maker B, gaining market share by levying accusations against its competitor in the guise of social justice? What if the allegations were untrue?

I don’t really care what happens to individual corporations. I care about customers losing their voice as they’re drowned out by louder ones. All I ask is that you evaluate a story before you spread it. That’s just part of the social contract, and it applies to social media just as much as it does to traditional talk.