This will be my third year at Salesforce's Dreamforce conference. I'm pretty stoked to be going. Even though I'll unfortunately have to miss a few days, due to an exciting client trip, here's the run-down of how to do the "Social CRM" track at the conference. (In reality, this track… More»
I ran across a really funny Louis CK video this morning (sorry, it's not work-appropriate, but you can look it up), of the stand-up comic performing at a Boston club in 1987, when he was 20. I was ten back then, growing up in Silicon Valley, and my… More»
I've been wanting to sit down and write a blog post with Brian Vellmure (author of the excellent CRM Strategies Blog and CEO/founder of Initium) for quite a while. He and I first met earlier this year at the Social CRM Certification Workshop in Washington D.C., back in… More»
Smiling and dialing died about five years ago. I should know. I was one of those smile-and-dial corporate B2B sales reps, from 1999, until 2002. I left that world when I was 24. And I have no regrets about being one of those guys. I learned how to get… More»
From Gerhard Gschwandtner's opening remarks this morning, (prior to PgI's Peter Stewart's keynote), it's clear that the main thrust of the Sales 2.0 Conference is about the big switch, in the eyes of sales and marketing, from the corporate ecosystem to the customer ecosystem. Companies have been… More»
Once in a while, a good interview just slips through the cracks. I taped this interview 8 months ago, at the Sales 2.0 conference with InsideView CEO Umberto Miletti and conference speaker (and PhoneWorks CEO) Anneke Seley, intending to make a podcast out of it. Lucky for me, the concepts that… More»
The San Francisco Sales 2.0 conference begins tomorrow, and while I love just hitting a conference and going from session-to-session, on a whim, I usually get more out of them by making a plan, before the show. So, here's my run-down of the absolute essentials. If you're attending Sales 2.0 trying… More»
I think that a lot of people overlook most of the pre-social CRM books on CRM. As I begin the second half of my new book, The Social Customer (due out next summer), I’ve realized that books like Francis Buttle’s Customer Relationship Management have a lot to offer. In our time… More»
We're pretty much an Apple/Salesforce shop. Which is why it's always been a little of a pain for our team to use Salesforce, because there was no way to sync the calendars to our iPhones and iPads. But we just found a way to fix it. And boy, are we happy… More»
Maybe it’s just this time of year – the High Holidays – but I’ve been having a lot of memories lately, mainly of where I came from, as I try to figure out where I’m going. I was driving from Oakland, to our Berkeley office this morning, and remembered my… More»
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