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That's How I Rollerboard…

The Official Blog of Max Effgen

That's How I Rollerboard…

The Official Blog of Max Effgen

Category: CRM

Pipeline and Forecasting

Max Effgen, July 18, 2012

In my experience, pipeline/forecast is one area of a CRM system that changes frequently. Way to frequently. Fortunately, these changes require less coding changes today through Windows Workflow Foundation (Dynamics CRM) and Workflow Automation (Salesforce) that in CRM days of old. Not going to comment on whether it is right…

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Social CRM Strategy

Max Effgen, July 9, 2012

Social CRM came up in a recent conversation. Microsoft’s acquisition of Yammer and Salesforce’s multiple buys in this area has validated a market that was a huge question mark 3 years ago. Like any business process application I recommend that following: Keep it simple. Know your customers. Show them the…

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CRM Integration

Max Effgen, June 11, 2012

One of the biggest challenges that CRM systems have is integration with back end systems. In the cloud with hosted CRM, this in some ways is actually a bigger challenge than it was in the past. From CRM to ERP Pipeline and Forecast data are the most common and most…

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The 4P’s and pricing data

Max Effgen, April 8, 2012

The 4 P’s (Product, Price, Place and Promotion) are the standard Marketing Mix. This is not just MBA “marketing fluff”, the P’s are where the rubber meets the road in CRM, namely quote generation. There is a bigger but untalked about 5th P (Problems) that haunts pricing and quotes. Product…

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The inevitable gCRM

Max Effgen, November 18, 2011

Will Google enter the enterprise applications market? It is a matter of time. The recent GM announcement signal that the company is almost there. For many enterprises, the first business process to be put into place is CRM. Google will enter the enterprise application space in CRM to better leverage…

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Lessons in salesmanship

Max Effgen, November 14, 2011

Had a great lesson in asking for the business from an unexpected source last week — my landscaper. Now I do not have a regular service, but did have some work done last summer. Living in the Pacific Northwest, I have come to learn that lawn aeration is not optional….

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Questions to ask: Social CRM

Max Effgen, October 30, 2011

Amazingly my $0.02 on questions you need to answer in mapping out your Social CRM strategy still ring true: Where are your customers? Where do they go when they have issues with your products and services? Is that channel cost effective for you? How open is that conversation? How are…

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Why Focus Intent?

Max Effgen, October 3, 2011

I have been revisiting the idea of customer intent and its implications. Social media has exploded given customers and prospects the ability to express intent. Buyers signal. Customers signal. Competitors signal. These signals are important data points for the Sales, Marketing and Service — the 3 big users of CRM…

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Questions

Max Effgen, July 31, 2011

Consultants are trained to ask questions. Some good, most are bad and total waste of time and energy. This has the effect of making clients feel like you are wasting their time. I like to keep it direct and too the point. Inital client engagements are a success if I…

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The Sales Learning Curve

Max Effgen, April 3, 2011

There is an old adage that is all too often followed, “Want more sales? Hire salespeople.” Sales and who you hire to represent your company is critical. The success or failure of CRM, revenue generation and the company in general are dependent on how the organization learns from prospects and…

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Max Effgen

Max Effgen

Builds and grows technology companies as an entrepreneur and angel investor backing early-stage companies in AI, health and wellness, ultra-low power radio, and enterprise software. Snowboarding, baseball, swimming, running, coaching, photography, backpacking and skyscraper stair climbs happen off the clock. Also, I am a SABR Contributor, live in Seattle and from Chicago.

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