Third Idea Consulting

Sage Summit has begun, even if the official welcoming keynote hasn’t yet been delivered. This is a customer event, y’see, so it’s fitting that Sage started by recognizing some of its more notable ones. In other words, it was the Sage Customer Awards Program luncheon. Here, in brief, are the winners, with a few comments by me where needed.

• MyBizCounts.com Contest Winner: INDIE PEACE, an Atlanta-based fashion design company that focuses on sustainable, eco-friendly products and manufacturing techniques. (This contest called for original video commercials and essays from people with new business ideas or young startups (two years and under), with $20,000 and a bunch of Sage software—Peachtree, ACT!, and Timeslips—as the prize. The company made a cute presentation, and has some really nice wearable designs that won’t kill the planet. Good stuff.)

• Rookie of the Year: Coilhose Pneumatics, East Brunswick, NJ, using MAS 500; Net@Work is the Sage implementation partner. (Product costing and inter-company transactions are some of the more onerous parts of a business that deals in specialized products. Guess what Coilhouse improved with MAS 500? Net@Work is known to me as a talented integrator, so kudos to that team as well.)

• Best Use of Customization: Metropolitan Regional Information Systems (MRIS), Rockville, MD, using Sage MAS 500; Blytheco LLC is the implementation partner. (MRIS got more than 32,000 customers to use the online bill-pay system it built this year, something that wouldn’t have been possible with its legacy accounting system. Automation is a good thing sometimes.)

• Community Stewardship: Teach For America, New York, NY using SalesLogix; Infinity Info Systems is the implementation partner. (I’ve met with IIS before, and its founder Yacov Wrosherinsky is one of the most-recognized Sage partners there is; I’m not surprised one of his clients took an award.)

• Best End-to-End Deployment: Curbers, Inc., Salisbury, NC, using MAS 500, FAS, and SalesLogix; Practical Software Solutions is the implementation partner. (Combining ERP and CRM throughout the enterprise makes tremendous sense for many businesses, especially those in heavy industry. Power Curbers makes, customizes, and sells machines for making sidewalks, curbs, barriers, bridges, and other concrete items—that’s about as heavy as heavy industry gets.)

• Best Innovation Award: Entertainment Lighting Services, Inc., Sun Valley, CA, using MAS 500; Information Integration Group is the implementation partner. (ELS really needed to get enterprise software in place, and the results are telling. It reduced inventory shrinkage by half, and reduced the month-end close process from four weeks to five days—their monthly close used to take a month. Think about that.)

• Lifetime Achievement Award: Amix Salvage & Sales Ltd. , Surrey, BC, using Accpac and SageCRM; Plus Computer Solutions is the implementation partner. (Too often, especially at the Oscars, lifetime achievement awards are a way of saying, “you’ve never won a real award, so here’s a pat on the back to thank you for hard work.” That’s not what this is; Amix has been a Sage customer for 17 years, and had its first software package installed under MS-DOS. Sage has seen Amix through booms and busts for longer than I’ve had a writing career. Clearly both companies are doing something right.)

Congratulations to all the winners. I’m hoping to track down Denis Pombriant, founder and managing principal of Beagle Research Group and one of the contest judges, to talk about what went into the award decisions.

I’m about to start a guest blogging project for Sage Software, the company that brings you ACT!, Sage CRM, and SalesLogix. With their partner summit starting Monday, we figured it was a good time for me to introduce myself to the Sage user community, and here’s how I did it:

“Hi, I’m Marshall Lager, and if you read the ACT! by Sage blogs you’ll be seeing a fair bit more of that name in the coming weeks. That’s because Sage has invited me in as a guest blogger to provide my own perspective on CRM, Sage products, and customer experience. I’ll be kicking it off at Sage Summit, the annual partner conference, but I wanted to introduce myself and give you an idea of what you’ll be in for.

“You may be wondering, “Who is this guy, and why should I care?” Fair questions. I’m the founder and managing principal of Third Idea Consulting LLC, a consultancy focusing on CRM, especially social CRM and the increased power social media have given to customers. Those of you who read CRM magazine may also know me from there, where I was senior editor for four and a half excellent years. I’m the guy who wrote (and still writes) the back page column, Pint of View.

“That tells you a bit about who and what I am, but it might be just as useful to tell you who and what I am not.

• I am not a Sage implementer, employee, or partner. I am being paid formy writing, and I respect Sage’s products and am familiar enough with them to not make a fool of myself or the company. If you have specific technical questions about integration, business processes, or software capabilities, though, you’ll be better off talking to a Sage exec or ACT! Certified Consultant (ACC). I’m more of an ideas guy.
• I am not a spokesperson for anybody’s brand but my own. But maybe I can help you with yours. One of my chief contentions is that businesses don’t have the monodirectional control of their communications or their brands that they once did, and I think it’s a good thing. I’m all about customer empowerment, and how it can ultimately make businesses better. As such, I don’t really care what CRM system or techniques you use, as long as you are doing whatever it takes to keep your customers coming back with smiles on their faces, cash in their hands, and referrals in their mouths.
• I am not always serious. Writing is a pleasure for me. Thinking about CRM is also a pleasure. Combining them makes me do a little happy dance in my brain. At the same time, I realize that serious business shouldn’t always be serious, and we all need a change of perspective from time to time in order to prevent tunnel vision. Again, readers of Pint of View already know what I’m talking about. You might not always agree with me, or laugh with me, or find my comments in good taste, but they should make you think. If that’s happening, I’m doing my job.

“So, what can you expect from me? Over the next couple of months, I’ll be providing you with my perspective on the CRM industry, Sage news, and the state of customer/company dialogue in general. I’m starting with Sage Summit because it’s a big event, so you will see me all over the conference, talking to people like you about what matters to you. There will probably be some video podcasts or Q&A sessions along the way, so you can interact more directly with me.

“I’m also available for phone consultations, on-site visits, white papers, weddings, and bar mitzvahs. But you’ll have to pay me. The guest blog is entirely at your disposal. I hope you find it useful.”

There it is. If anybody’s going to be in the Atlanta area this week, look for me with notebook and Flip video in hand, trying to provide my perspective on what’s going on with Sage. I’ll be continuing the guest blog for a couple of months, and will mirror it here. I’m looking forward to the access to Sage that this will give me, as well as the chance to affect its users and partners in a (hopefully) positive way.

Right after the opening keynote at CRM Evolution ‘09, Sage North America (as represented by Larry Ritter and Ryan Zuk) gave me the lowdown on the next iteration of the venerable ACT! contact manager/CRM system. The official announcement dropped via Pitch Engine today, complete with social media integration, so I figured I’d provide my thoughts on what Sage has got going on.

I always refer to ACT! as “venerable”; it has a much nicer sound than “old,” and conveys a certain degree of respect. The product has had its ups and downs since its birth 23 years ago, but it’s hard to argue with success. A software product line that survives 20 years is rare enough, but ACT! has managed to thrive. According to Larry Ritter (senior VP and GM of Sage CRM Solutions, in case you didn’t follow the link), 2008 saw a 12 percent revenue increase year-over-year for ACT!, which is impressive given the economy and the competition. As much as we like to say that CRM needs to be in every part of a business, the fact is that many companies (especially small ones, where ACT! has most of its customers) do very well with contact management, sales force automation, and some marketing tools—which is pretty much what ACT! provides.

ACT! By Sage 2010, the new version, presents itself as a big change from previous installments. The interface is different, very clean. It reminded me of SAP’s new user interface for SME.

Functional--just enough, not too much.

The redesign isn’t merely cosmetic; Sage employed keystroke-level modeling to discover how users perform tasks and made its changes based on ease and efficiency. The results give Sage something to sell against: based on seven standard activities (see below), ACT! 2010 allows 25 percent higher productivity Microsoft Dynamics CRM, and 37 percent more than Salesforce.com—figures I’m sure both companies will refute or minimize if asked. Those tasks are:

• Find information about last meeting with a contact
• Create a new contact
• Search for all contacts in a specific area
• Schedule a call
• Record notes about a contact/customer meeting
• View your work week calendar
• Mark an activity complete and schedule follow-up

Still, if that’s all you really need from CRM or contact management, Sage makes a compelling argument for its product instead of Microsoft’s or Salesforce.com’s.

The other cool thing in ACT! 2010 is the social media integration—you knew I’d be getting to this sooner or later, right? ACT!’s Web Info tab will keep you posted on a contact’s social networking profiles and updates, links their Web site to the contact record, and lets you add data feeds to the record (Hoovers, Twitter, and ESPN are the examples given). Web searches from this tab pass information back and forth between ACT! and the activity, and it’s persistent, so you can do a Google search or get travel info without leaving the screen and update the record with what you find.

Marketing isn’t forgotten in this release. It ships with several email marketing campaign templates and a campaign designer. Drip marketing—a series of touches over time—and customer surveys are two of the functions Sage showed me. Everything is tracked and reported, of course, so hot leads with high open and forward rates can be piped directly to sales when appropriate so they can schedule a call or meeting.

In a nod to the changing face of the inbox, those meetings can be sent as iCal invitations—which work in Google Calendar as well as Microsoft Outlook. It’s a minor benefit (unless you don’t use Outlook) but it’s still very nice to have.

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So that’s the product. Let’s talk about the press release. If you follow the link provided above, you’ll see that the release has social connectivity built right in. There’s a short Twitter pitch in addition to the full-length announcement. Share buttons abound. There are links to fact sheets, images, videos, tags, related news … it almost makes me feel useless. When I discussed timing with the highly media-savvy Ryan Zuk, he indicated that there was little sense in setting an embargo date because all of the information was already in the hands of Sage partners and customers because of Sage’s blogs. Fluid, free exchange of information is a beautiful thing, huh?

I’m sure there will always be press blackouts, whether for legal reasons or just because a company wants to deliver a nice surprise. But information wants to be free, so I applaud Pitch Engine for a terrific delivery format—and Sage for making use of it.