It’s always good to know there are specialists out there. In one sense, I regard myself as one—I deal with CRM and (especially) social CRM as opposed to general business issues—but I’m still something of a generalist. I know enough about the needs of specific vertical industries to know that one size of CRM doesn’t fit all, and even to make recommendations on functionality and possible vendors, but I leave the nuts and bolts of it to more focused minds.

A consultancy named Software Advice makes those recommendations, and apparently does so free of charge to software buyers. For an example of giving it away for nothing, you might want to check out this blog post by CRM market analyst Lauren Carlson, regarding the company’s picks of Microsoft Dynamics CRM-based vertical integrations in 15 separate industries.

Not too shabby. SA has other articles you might find useful, by several authors. If you don’t have time to check them out now, don’t worry. I’m adding them to my blogroll. Just because I haven’t evaluated a ton of vertical solutions doesn’t mean I can’t point you toward people who have. You’re welcome.

The latest blog from ZDNet’s David Gewirtz informs us of yet another failure of Twitter recordkeeping. It seems that Gewirtz’s following list vanished, as has happened to most of us at one time or another. Sometimes it’s because of a direct hack against an individual account or group of accounts, a Twitter-wide attack, or just a database error. Sometimes the service collapses altogether. Every other month or so, something bad wrong happens with our precious Twitter, and the Internets go crazy.

Chaos! Horror! It’s the end of social media as we know it! Those were my initial snarky thoughts when I read the article. But the more I thought about it, the more I realized how true those thoughts were. I would absolutely freak out if all the people and organizations I followed became lost to me. If it happened to somebody who followed me, I’d be concerned as well—especially if it happened to several of them at once.

Twitter, for good or ill, has become our lifeline to what’s happening in the world beyond our immediate perception. It’s instant insight into Now, faster than the news and cheaper than a long-distance phone call. (No, I don’t use Skype.) It’s also a combination of soapbox and open-mic night for those of us who think our opinions matter. Businesses (at least the smart ones that know good advice when I offer it to them) use it as a free listening post for trends, brand crises, and potential new customers. Twitter is officially a Big Deal™.

We can live without Twitter quite easily. Someday we will live without it, because the technology or the format will be supplanted by something newer and probably better. But to have it suddenly cut off or limited it like losing one of the five senses.

I’m glad Gewirtz wrote about losing the list of people he follows. I probably would have gone in a much different direction if I’d just read an article about somebody’s followers all disappearing. Number of followers is a useful thing to know, but there are still people using the number in a “mine is bigger,” locker room braggart way, and that irks me. Having their follower number lopped off is something that should happen to a lot more people, to make them realize what’s important—communication, not collection.

It’s not just numerical growth that encourages me, though of course greater attention to the disciplines and technologies of CRM is always a Good Thing. Who attends these things is at least as important as how many. The link to Paul’s ZDNet blog I gave you in the last paragraph should give you an idea of the brainpower in attendance, and these folks weren’t there to sniff around—they came to teach and to learn, to make alliances and discuss plans. The link, and those found when you follow it, probably do a better job of summarizing the event than I can hope to, but I have a few thoughts anyway.

There was a different buzz in the air than there has been in previous years, a feeling that our efforts are coming together into something greater than the sum of their parts. Social CRM is a movement now, not a fad or a trend.

The structure of the conference changed this year as well. CRM shows are typically arranged along three tracks: Sales, Marketing, Customer Service. Sometimes there’s a Strategy piece thrown in, or a nod to Social CRM/Enterprise 2.0, but it’s usually all about the three main silos CRM has struggled to break down. This time, the tracks were Traditional CRM, Social CRM, and Implementation. Each track had a fair amount of conceptual overlap with the other two. It acknowledged that these are not areas that can truly be separate, that there will be interplay and it will be beneficial. I’m not always comfortable with separating social CRM from the traditional brand, since they are interdependent and it perpetuates the belief that CRM is a failure, but this year’s structure worked for me.

The down side to the three tracks and the relatively small size of Evolution 2010 was—honestly—too much goodness in too small a space. There were several times when no matter which session I chose to attend, I was guaranteed to miss something excellent in the other rooms. Fortunately all the track sessions were recorded, so I can spend the rest of the month catching up.

I’ll need that month, because I missed a lot of good content; not just because of crossed schedules, but because of all the meetings I took. No matter where you went, people were busy getting the word out about new applications and services. I heard enough to make me very optimistic about the future. I also did a lot of socializing, but never at the expense of learning. My colleagues and my friends are increasingly the same people, so how can I complain?

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.

If you’re interested—and I just know you are—you can see the specific columns they’re using for considering me here (June 2009) and here (October 2009). To get the full effect, you might want to look at the Digital CRM editions here and here.

Also on the subject of my dear friends and former employers: I’ll be moderating a panel discussion at CRM Evolutions 2010 in New York City, with participants from Lithium, Radian6, and Jive Software. We’ll be discussing the newest trends in customer engagement through social media on Wednesday, August 4 at 10:00 AM. Based on the list of attendees and sponsors (not to mention the tremendous amount of work the CRM mag folks put into every conference), I think this is going to be a great event.

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.

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.

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.

Also, as a note to Mr. Perlow, one gaijin to another: Seppuku is traditionally performed with a knife (tanto) or short sword (wakizashi), not the katana.

That’s not really what I wanted to discuss, but it’s as good a segue as any. Perlow’s post made me think again about how the social media boom has affected the way we spend our time online. There are enough different social network services now that they don’t even really compete anymore—except in the sense that they all want you to spend more time with them than any other. Each has its own specific use profile, and most individuals would never consider using one for something other than its core value.

Let’s take me as an example. In addition to this blog, I actively use Twitter, Facebook, and LinkedIn to varying degrees, as well as some old-school forums that match my interests; there’s some passive participation in other social media (gotta have YouTube access and various wikis), but that’s about it.

• Twitter is my other broadcast and communication channel, the one I use when writing a proper blog post isn’t the way to go.
• LinkedIn is my professional lifeline, the go-to option for exchanging ideas with subject matter experts, making sure I stay connected to people I don’t have regular contact with, and making myself available for hire.
• Facebook is for fun and time-killing. I use it to keep in touch with high school friends, to catch the occasional interesting article somebody posts in their feed, and to play games.

There isn’t a whole lot of overlap between these big three, integrations notwithstanding. I couldn’t imagine trying to maintain a professional presence solely on Twitter, and the entertainment options of LinkedIn pretty much end with the Answers page. This means that each social network requires separate attention, and their sheer number means networking can be a full-time job. My reaction to Google Buzz was basically “Oh crap, one more thing to add to the list.” It took more of my time, and didn’t have a clear niche of its own, so I eventually opted out.

Facebook might be next for me, assuming I can break the addictive hold of Mafia Wars and Viking Clan. This is not solely because of anything inherently wrong with Facebook (though there’s plenty)—I’ve fallen into the trap of bigger = better. I have over 600 “friends” on Facebook, and I honestly don’t know who most of them are. The games I play there require a large network to get maximum value, so I made and accepted lots of friend requests. They are not my friends (except the ones I already knew outside of Facebook). I couldn’t pick them out of a police lineup. Some of them have social and political views that I can’t stand. But I keep them around anyway because they serve a function and because it’s too much trouble to weed them out.

Still, the more FB friends you have, the more messages you get. I hate leaving messages unviewed; I regularly check my email spam so I don’t have the feeling there’s something waiting for me, and it’s this feeling that made Buzz such a burden.

Connections on Twitter or LinkedIn don’t require the same level of supervision. I follow the people I want to follow, and it’s easy enough to unfollow them—and there’s only good in having lots of followers myself. LinkedIn doesn’t get in my way unless it’s an opportunity of some sort for me. Facebook just keeps poking at me, asking me to get back in touch with Friend X whom I’ve never met, or buy Godfather Points for my mob, or install a toolbar, or expand my permissions, etc. etc.

Honestly, I don’t think I’d mind any of it if there was an easier way to manage it. What I really want is a central control panel for all my networks that lets me choose what information is available to each, with bulletproof security so I don’t have to worry about getting all my networks jacked at once. After that, all I have to do is work on my self-control so I don’t play Bejeweled all weekend.

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.