UK Trade Groups to Name SaaS/Cloud Standards

Last week, Dennis Howlett announced some exciting news on both his personal and ZDNet blogs: the ICAEW (Institute of Chartered Accountants in England and Wales) and several UK trade groups will be working together to develop SaaS/cloud standards.

This year, “SaaS” and “cloud computing” business softwares have been discussed nonstop, and those two terms have become largely interchangeable—and at the expense of understanding what each is. As Howlett puts it, “everything getting an _aaS label [is] now conflated into ‘cloud anything’”. The three trade groups are Intellect SaaS Group, the BASDA’s Cloud SIG, and EuroCloud UK, and they will meet with the ICAEW to develop best practices, or some sort of “quality mark” for vendors. The idea is to engage both the buy and sell sides to develop business standards for the erstwhile ambiguous SaaS economy.

In addition to working toward best practices and quality stamps, security (from data to APIs) is another issue to be discussed. But it should be noted that some of the security issues at hand for these groups are EU/UK-specific, and would not necessarily color a similar US debate.  As Howlett sees it, the important objectives are as follows:

  1. Clarity for buyers and sellers about issues that are currently causing endless and at times futile debates
  2. An opportunity for ICAEW to act as honest broker between buyers and sellers, demonstrating leadership for both members (who may have concerns) and more broadly as a body that has the public interest in mind.
  3. A requirement that all trade groups act in concert to help develop business led standards that elevate discussions around technology to a level where business decision makers can readily understand what’s going on and relate it to their business needs and concerns.

He also notes that his extensive experience causes him to be “100%” behind this initiative, but those who don’t share his level of expertise can easily get behind the move as well. The simple fact that this would clarify “SaaS” and “cloud” for buyers and sellers is huge, and seemingly more necessary as the two become muddled. Hopefully we will soon see a similar venture stateside.


SMBs’ Necessities: Time Reporting Is A Must

Earlier this month, CRM Buyer re-released an interesting story as part of a “Best of ECT News” series, and it touched upon an important aspect of business management that many SMBs are reluctant to implement: time reporting.

Small- and medium-sized businesses tend to have their CRM spread across multiple applications, so it’s not surprising that some invaluable applications can be neglected. But time tracking is not to be ignored, because it provides important information about where companies are making money (i.e. which customers are the most profitable), to control costs and revenue growth, and helps to really understand costs and focus on key areas. Having an automated system to streamline tasks is beneficial for cutting administrative costs.

Time tracking applications are recommended for companies with 30 or more employees, but they can also be helpful for even smaller business and freelance workers. Simply put, it helps users to not only keep track of their time, but also to make the best-informed decisions when it comes to projects and clients.

Still, CRM Buyer points out that many SMBs are hesitant to adopt these programs, and for a variety of reasons. Some companies are just averse to change; some might find their employees take offense at being asked to record their time at work; and many people just don’t like timesheets. But timesheets can help enforce union contracts and consistency, and the advice given to managers here is to fully explain the business needs for these time-reporting tools.

Naturally, a lot has changed with the economic decline, and time-tracking apps are reportedly on the rise. That time reporters are priceless in running a business isn’t surprising, but what is amazing is the number of companies—no matter what the size—that are shying from using them. Still, most everyone has been affected by the economy, so the demand for these types of productivity tools is only increasing, and will likely cement their status as a business management staple.

And of course, because no CRM application is considered complete if you can’t access it from your iPhone, most time-reporting companies are offering mobile applications.

Earlier this month, CRM Buyer re-released an interesting story as part of a “Best of ECT News” series, and it touched upon an important aspect of business management that many SMBs are reluctant to implement: time reporting.

Small- and medium-sized businesses tend to have their CRM spread across multiple applications, so it’s not surprising that some invaluable applications can be neglected. But time tracking is not to be ignored, because it provides important information about where companies are making money (i.e. which customers are the most profitable), to control costs and revenue growth, and helps to really understand costs and focus on key areas. Having an automated system to streamline tasks is beneficial for cutting administrative costs.

Time tracking applications are recommended for companies with 30 or more employees, but they can also be helpful for even smaller business and freelance workers. Simply put, it helps users to not only keep track of their time, but also to make the best-informed decisions when it comes to projects and clients.

Still, CRM Buyer points out that many SMBs are hesitant to adopt these programs, and for a variety of reasons. Some companies are just averse to change; some might find their employees take offense at being asked to record their time at work; and many people just don’t like timesheets. But timesheets can help enforce union contracts and consistency, and the advice given to managers here is to fully explain the business needs for these time-reporting tools.

Naturally, a lot has changed with the economic decline, and time-tracking apps are reportedly on the rise. That time reporters are priceless in running a business isn’t surprising, but what is amazing is the number of companies—no matter what the size—that are shying from using them. Still, most everyone has been affected by the economy, so the demand for these types of productivity tools is only increasing, and will likely cement their status as a business management staple.

And of course, because no CRM application is considered complete if you can’t access it from your iPhone, most time-reporting companies are offering mobile applications.


Tips for Small Businesses Adopting CRM Systems

Small businesses tend to manage customer relationships through a number of different applications—documents, contact managers, spreadsheets, etc.—and it is those companies that have the most to gain from implementing a unified CRM system. To help quell some of the apprehensions and concerns small businesses may have with CRM, CRM Buyer recently outlined some tips to help SMBs get the most out of the service.

When introducing a CRM system to employees unaccustomed to using one, the most important step is get them to buy into the system. Without employee support and faith in the product, the product will have little worth and SMBs won’t see the ROI they hoped for. Also, every employee must be encouraged to use the platform, because some will likely eschew the system in favor of familiar methods they know have previously yielded success. It is therefore important to stress the benefits of CRM implementation will give the company, rather than the system’s features.

Training is also important for proselytizing employees. Ideally, training will be included with the purchase or subscription chosen, and online documentation, videos, and tutorials are also helpful. For teaching non-technical people, sometimes it is most effective to familiarize them with certain features that are most relevant to their role. Ongoing training for the office is necessary for keeping up with the system’s innovations.  CRM Buyer also recommends training users in groups—training at intervals will allow those first familiar with the system to help others.

Lastly, it is important to choose the right CRM platform. For small businesses, this often means a simple system. Managers should outline the company’s needs and then select a system based on those requisites, and not by the bells and whistles certain vendors may offer.


Global Success: SugarCRM Customer Awarded Best Practices Award

Two weeks ago, the annual CRM Expo was held in Nuremberg, Germany, and SugarCRM client 3Dconnexion was awarded the 2009 CRM Best Practice Award. The award is most certainly a testament to the value and capabilities SugarCRM delivers to its customers, and 3Dconnexion is the third SugarCRM customer to win the award, and it is also the third such win for Insignio, SugarCRM’s German partner who managed the implementation.

3Dconnexion is a subsidiary of Logitech, and the award was given in the “CRM Launch” category for their use of SugarCRM as a global customer management platform. 3Dconnexion develops control devices for a wide variety of users, from gamers to product designers, and is headquartered in Fremont, CA, with European headquarters near Munich. The previous CRM system was spread across multiple databases, and they turned to SugarCRM for a consolidation solution for online marketing, sales, services and reporting.

The SugarCRM deployment includes key integrations to tie the CRM system into Google Maps, the company’s e-commerce platform and partner portal. It also serves employees in seven languages in Europe and the United States, and 3Dconnexion’s next step will be implementation in Japan. Thus far, it’s been a good fall for SugarCRM, as they were also recently awarded “Best Open Source Technology” by CRM Magazine.


Tips for Security in The Cloud

The expansion of cloud computing is unstoppable, and its growth within enterprise software is manifest destiny. Of course, when dealing with cloud storage there are always questions about security. After a recent Unisys survey revealed that more than half of its enterprise participants considered security and privacy their biggest concern with the cloud, eWeek did a little investigation and outlined six tips for security. Details are below, but the main points are to ask questions and don’t assume your storage provider is giving you all the pertinent details, and to be completely familiar—back-of-your-hand familiar—with your company’s security requirements.

  • Learn as much as possible about a potential provider’s data management. Whether it’s where data is physically stored or what hiring practices led to the staff responsible for securing your data, make a point to know about it.
  • Make sure your provider can show you documentation of encryption used to secure and segregate data between multiple customers.
  • Should law enforcement perform an audit, be sure your provider can construct an accurate audit trail. Be particularly wary of providers who can’t give you precise geo-location and compartmentalization of sensitive data.
  • Another key to smooth audits: know your company’s compliance requirements inside and out so that these become prerequisites when soliciting a provider. This knowledge could eliminate legal hassles down the road.
  • If a provider doesn’t have a trustworthy software security assurance program, find one that does. This means security and privacy will be certain in terms of application development in the cloud.
  • Lastly, consider Murphy’s Law. Ask prospective providers how they are prepared to handle a security breach, from damage control to correction.

Sales Best Practices Your Sales Team Needs Now

Do you know the Sales Best Practices that can help you close more deals and close them faster? These sales best practice white papers and webinars will help your sales team excel in these difficult economic times. The white papers below are featured on Business-Software.com, the fast-growing online destination for hundreds of technology white papers, vendor reports, and straight talk about business software. Best practice webinars are provided by VendorDemo, an online learning community where you can watch, share and rate technology videos.

CRM Best Practices – Sales
Ten Tips to Help Sales Crush Their Number

White paper provided by: FrontRange

Sales is simply not what it used to be. With global competition, it’s increasingly tougher to gain access to decision-makers and close sales. More than ever, organizations and their sales reps need to apply best practices approaches. Those that do are substantially more successful in winning business.

Follow these 10 tips from FrontRange Solutions (the company behind GoldMine) and help your sales people do what they are supposed to do – sell.

How to Outsell the Comptition
The Benchmarking Edge for Successful Sales Execution

White paper provided by: NetSuite

Sales benchmarking represents a source of sustained competitive advantage for corporations today. The second largest cost item on a company’s financial statement is SG&A expense which typically represents 30%-40% of revenue. This guide will help you in sales benchmark and improve your sales performance.

Using CRM to Sell More

White paper provided by: C2CRM

This document is written to address the specific issues related to CRM and Sales Professionals. When considering a CRM solution, it is critical to understand the needs of your sales team members and how they would utilize this CRM application on a daily basis.

Fast-tracking Sales
SFA Tips for Sales Success

Webinar provided by: NetSuite

What makes for a successful sales team? Learn the answers – which include good management, exceptional sales tools, and a 360° view of the customer that persists over the entire life-cycle of that customer.

Join NetSuite and NetSuite customer Art Queenan, CRM Manager, at EBSCO Publishing, a worldwide leader in providing information access and management solutions through print and electronic journal subscription services and databases to learn how.

How the Winners Work

Webinar provided by: Landslide

In this Webinar, Michael Green, Chairman of Landslide, Michael Bosworth, founder of Customer Centric Selling, and Dr. Tom Sant, founder of The Sant Corporation and author of The Giant of Sales, will discuss the three most important best practices to professional selling.


Why a Smaller Software Company is a Good Choice

The Need to Balance Business and Product Development
Software companies must be built with a healthy balance between business and product development. One side of the business cannot overtake the other without drastic consequences. Hard economic times test the fortitude of software companies of all sizes; customers and prospects need to watch how companies behave in these times of stress.

On the business side, a company must continue to give exceptional customer service in order to retain current customers and attract new ones. Current customers will need flexibility when possible, great customer service, and continued innovation so they do not fall behind the technological bandwagon as the economy recovers. They will need solutions that help them decrease their costs.

New customers are out there who are still in the market for what is being sold.  Business can still grow at times like these, especially those with products designed to lower costs and increase efficiency. New customers can take the place of any lost through economic attrition and create a broader base for the eventual upturn.

On the development side, a company must continue to refine its products and develop new ones, even though times are hard. If development is shut down to save costs, the company may find itself hopelessly behind the curve as the financial world rights itself and customers go to another vendor that has kept their product line fresh and relevant.

How to Determine a Company’s Stability
To determine the stability of a provider of any kind, a prospect should find out how long the company has been in business, and whether their long term customers are staying with them. Also, prospects should research the company online to determine any issues and contact those who use the products if possible.  orums, blogs, and other forms of online communication  may be available with information and opinions about  a company’s performance.

The Small Company Advantage
There are advantages to using a small company in any economic climate, but in particular, in times when flexibility is needed there is bigger advantage than using a large company.

A large company may not be able to respond quickly or allow flexible terms, solutions packages, or payment options. A smaller company has an agility and a flatter hierarchy ; decisions are made much more quickly. Larger companies also may more often decide to cut costs by cutting customer service than a small company would. The larger company may feel it has the resources to last until the economy recovers and then they can think about customer service again. Until then, their customers will be poorly served. A small company knows it must maintain service to retain customers and attract new ones to stay in business. Both the company and the customer benefit.

Contributed by: Hoyt Mann, President, PhaseWare, Inc.


How Secure Is Your CRM Provider? 5 Questions to Ask.

Amidst a climate of economic insecurity, businesses are wondering how they can trust that their potential or existing CRM software vendor has “staying power”.  Moreover, customers want to be assured that –- in addition to having the fortitude to overcome the national economic downturn — their software provider will maintain quality standards for their products and services. 

How can your company get this reassurance?  With the advice of a few top CRM vendors – including Hoyt Mann of PhaseWare and Kathy Sacks of iLinc – we’ve compiled a list of the “Top 5 Questions to Ask Your CRM Provider”.  For the sake of your company’s well-being – and for your own peace of mind – we encourage you to call your representative and ask the “tough questions” are essential in evaluating the solidity of your vendor and the viability of that vendor’s offering.

  1. How many and what types of companies are in your user base? (Fortune 500’s?) 
  2. What kind of service guarantee do you provide?
  3. How do I protect myself from losing my data due to system failures?
  4. What is the company’s long term plan for the financial downturn? 
  5. In an SaaS model, ask to see the public Disaster Recovery Action Plan.

When it comes to CRM software, you want to have confidence in your provider’s ability to weather an economic storm.  Won’t you feel better knowing just how secure that software provider is?  Posing the critical questions is not just reassuring, it’s downright critical to ensuring the safety and security of your business’ data.  And remember: you won’t know unless you ask.

Contributors: Hoyt Mann, CEO, PhaseWare; Kathy Sacks, iLinc


Best Practices for Leveraging Your Existing CRM System

Many businesses outgrow their CRM system. But, before you consider purchasing a new one, make sure you’ve gotten as much value as possible out of your existing investment. Read more »


Paid Search Advertisers – Is PPC Management Software Right For You?

Why PPC Management Software?
While highly effective in delivering qualified prospects, the management of pay per click (PPC) advertising on search engines like Google, Yahoo and MSN is increasingly complex. Many software marketers marvel at how their simple campaign with a hundred or so keywords has grown into a multi-national lead generation machine with thousands of keywords, across multiple search engines, and bidding strategies that sound a bit like war.

search-keys.JPGSuccessful PPC campaigns require extensive keyword lists, constant management and monitoring, sophisticated bidding strategies, and well-tested creative and landing pages to outperform the competition. Manually managing a PPC campaign of any significant size is nearly impossible.

Paid search marketing software helps software marketers manage their ad campaigns by consolidating campaign management, optimizing bidding, and eliminating tedious account management tasks to improve their marketing return on investment.

Signs Your Company May Need PPC Management Software
Is your marketing team spending more and more time monitoring your PPC campaigns? Have you shifted more of your marketing budget to PPC advertising? Or perhaps you have the opposite problem, a campaign that hasn’t been looked at in months? These are some of the indicators that send marketers in search of paid search marketing software. Another sign that it might be time to abandon your manual optimization efforts are competitor ads that continually outrank yours (and they are NOT spending more).

Read more »