I love InfusionSoft. There, I’ve said it.

I’ve known the company for several years, and every time I meet with a representative or take a briefing, I come away thinking, “These people have a really good product and a really good attitude; I wonder what they’ve got in store for us next.” It’s not that they have some secret alien technology on their side or anything like that—they just have a knack for cutting away all the crap and finding out what users need, and delivering it in a simple yet powerful format.

I took a briefing today with Laura Collins and Rebecca Sprynczynatyk to discuss the company’s Winter 2012 release, and I was reminded again of just how good InfusionSoft is. The updates they showed me weren’t flashy, but they were well thought out and their value to the business user was immediately obvious. Some highlights:

The social media tools let you quickly publish campaigns to your Twitter and Facebook lists. Lead capture goes beyond the list, though: If those readers like, +1, or share your content, you know about it and can follow up with a thank-you or special offer to the sharers. The campaigns can include hosted email and Web forms, so people who click through can get what they’re looking for without wading through a ton of stuff that isn’t relevant to them—but you still have them as a qualified lead.

Usually, I advise against broadcast marketing via social channels, but InfusionSoft permits users to do it in a way that isn’t intrusive or heavy-handed. Yes, a business could still screw up a campaign, but it’s not through any fault of the InfusionSoft tools—they are geared toward the gentle touch.

The CRM and lead nurturing section of the Winter 2012 release is nice and simple. Lead tracking is all handled on one page, and you can add notes and tags, or create tasks, appointments, and entire follow-up sequences without navigating away from your hot leads. The automation can be stopped at any point, so you aren’t blindly continuing with your email reminders two weeks after the prospect has already bought your stuff.

We breezed through the e-commerce portion of the briefing, so I only got an overview of most of it. The shopping cart has been streamlined and the order processing code has been tightened up, which is always a good thing. The special offers and promo codes are more visible and easier to work with, and creating product descriptions is quicker and easier than in previous versions. The part that really sparked my interest—and it should, because it’s geared toward businesses like mine—is a set of shopping cart options for information brokers. InfusionSoft’s cart provides good support for selling documents, and for subscriptions and memberships. Whether it’s paid content or just an annual signup, InfusionSoft makes it easy.

One more thing, but it’s really important: The shopping cart and the marketing automation systems are fully integrated. The handoff from prospect to new customer is automatic. Action sets that apply to people who haven’t bought yet come to an end when they become customers. The days of manually transferring from lead to lifecycle are over. Huzzah!

Okay, maybe it doesn’t merit a Huzzah, but it is a big deal, especially for companies who presently use different systems for lead nurturing and e-commerce. InfusionSoft has once again topped my list of marketing automation/CRM vendors to recommend, and I’m eager to find out what they have on offer at this year’s InfusionCon in April.

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.

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.

Of course, nobody’s actually said that to me recently, so I need to stretch a bit. Just the other week, this brilliant video posted all over the Interwebs. While it turns out that it was prepared by a unit of Penguin Publishing, the message is no less valid. Make sure you watch and listen to the whole thing before you make up your mind.

Yes, it’s on YouTube. Yes, social networking has been a big deal long enough to go from fad to trend to established communication form. But there still has to be something to talk about. One can only get so deep into philosophy, current events, science, and art with Facebook or Buzz status updates. There will always be a place for physical media. These are major sources for big ideas.

New media can be the start of great print too. Social networking is a thousand different sociology experiments writ large, all happening at once. Good information on human behavior is there for the observing. Journalists get leads from Web sources all the time. And who’s to say that a hot exchange of tweets won’t inspire the next great novel—or that a blog won’t help us find out about it?

Sure, circulation and ad revenue are down, but that’s just good news for the trees. Executives must learn that the socialverse isn’t going away, and adjust print’s business practices to reflect this fact. I don’t have the answer yet, nor do they, but we’re working on it.

As the verbal assault continued, I raised my hand and asked the obvious: “Why Twitter? Does God hate Twitter?”

“We have not quarrels with Twitter. Twitter is a great platform,” stated a gray-haired WBC woman juggling several signs that could be interpreted as funny and ironic if they were actually funny and ironic. Gesturing to one of the younger WBC women, she added, “Meagan, she’s Twittering right now.”

But she explained the reason behind the protest: “Twitter should be used to tell the punks of doomed America that God hates you!”

As a staunch advocate of the use of social media, I have to say this shows a complete misunderstanding of how Twitter works, and reveals the difference between the old and new schools of mass communication. Protesting at the Twitter offices to get the platform to be used in one way or another presupposes that Twitter is a one-way channel that controls all the messages sent through it. It’s like seeing a soda can on the ground next to a recycling bin and complaining that the bin doesn’t reach out and pick up the can.

The new model of social engagement starts with interested parties reaching out to other interested parties. The correct action to take if you want Twitter to “tell the punks of doomed America that God hates you” is to start telling them yourself via Twitter.

Of course, that’s going to be somewhat problematic, since Twitter doesn’t work by telepathy. You can spout all the hate you want (subject to Twitter’s terms of service) but if nobody’s following you, you won’t be heard. The punks of doomed America aren’t going to follow these people to receive daily reminders of how a fringe group thinks they’re damned—well, the masochistic ones might—so the message dies. That’s how it is with social: If you want to reach people, you must have something worthwhile to say.

By now you’ve likely heard a fair amount about today’s biggest news, Salesforce Chatter. To sum it up nice and tight, Chatter is a new, more collaborative and intuitive interface for business applications. It’s the Collaboration Cloud. If Facebook and Twitter had a child, and that child grew up and got an MBA, it would be Salesforce Chatter. Feeds, status updates, groups, messaging–it’s all there, along with the dashboards and everything else we’ve come to expect from good CRM. Chatter can integrate social contacts from customers into the mix and provide context for it all. Even better, Chatter will be standard on all editions of Salesforce.com, Force.com, and related products. Outsiders can acquire access for $50 per user, per month.

At least, that’s what Chatter will be. It’s not due until the end of 2010, which is a long way off. Chairman and CEO Marc Benioff went out of his way to point out the portion of Salesforce.com’s safe harbor statement that says the company is not responsible for what might be vaporware. That’s out of character for Marc, who usually waves his hand in the general direction of the statement and makes a joke.

But the other thing that was out of character was the level of energy Marc brought to the event. This is not to say he’s usually laid back when presenting–far from it. Today’s level of bombast, though, was one step beyond. Either Marc Benioff is very excited about his new Collaboration Cloud (which is likely), or he wants us to believe he’s very excited about it (which is also likely, CEOs having certain responsibilities and whatnot). Chatter is a big deal, and it will change the way business gets done, once it’s released.

I asked about just how Chatter will change business processes, but Marc’s take on the situation is that business is already changing to accept this model, and Chatter is the first tool that allows companies to do so securely, in an orderly manner, and with scalability. However, as Kraig Swensrud (SVP of product marketing) said in a followup interview, Chatter is not Twitter or Facebook. Just as we use business email and personal email differently, the internal and external feeds of Chatter will have their own character. Surfing the Web was once a workplace taboo; now it’s how many of us do our jobs. Salesforce.com hopes that Chatter will be the same.

There’s plenty more to say about this Collaboration Cloud thing, but there’s also plenty more for me to learn before I go further. My next post will probably deal with Salesforce.com’s messaging, not its applications.

If you’re wondering why I don’t just liveblog it here, the answer is simple: I like words, and the temptation to editorialize is much easier to manage at 140 characters a pop.

UPDATE 11:40 am PST: Tweetdeck just crapped out on me, with the “recipient not following you” error message. I’m over my limit.

11:44 am PST: Generally speaking, Salesforce Chatter looks a whole lot like Facebook. There’s also Twitter embedded. It’s a secure social business interface. I want a lot of demo time with this.

11:48 am PST: Marc is wrapping up now. Force.com has been modified so you can build collaboration apps. Chatter collaboration cloud is an attempt to change the way we work and make it more like … well, how we kill time at work when we should be working. Your coworkers are now your community, with the closer contact that implies. The biz apps, dashboards, and workflows are still there, but social networking is now built in instead of layered on.

11:53 am PST: For those of you who are worried about security, Chatter is as secure as Salesforce.com in general. You can pull in info and interactions from outside the enterprise, but I assume that once it’s there it is shielded from malfeasance.

11:55 am PST: Sales Cloud 2 is built on Chatter. Service Cloud 2 has been rebuilt for Chatter (that two rebuilds of Service Cloud). It’s all mobile capable.

12:01 pm PST: True to social form, content can be followed or broadcast automatically–you don’t have to go into a group and post to it. Your content, your apps, and your people are all talking to you. And, to judge by this demo, they’re all talking about how bad Sharepoint is.

12:04 pm PST: Demo is over, now announcing pricing. Available early 2010 in all editions of Salesforce.com and Force.com–standard in all editions. If you want to bring outsiders into Chatter, there’s a $50/user/month product. Very nice, and a welcome departure. We’ve got Jason Goldman, from the board of directors of Twitter. @goldman if you want to know.

The reason for my enthusiasm is that RightNow’s message of customer experience is now a product and a strategy, CX. The social CRM and SaaS stars are finally in alignment, and the RightNow CX customer experience suite that Greg G. announced on Tuesday was born under those auspices. My tweets from that morning’s general session will give you some idea of what RightNow CX is all about, but I’ll summarize it here in a more coherent fashion. I’ve got to rely on text because I’m having trouble getting slides to work, but bullet lists are clear enough.

From the ground up, there are five main components of RightNow CX, each containing part of the package. RightNow CX Platform is the technology that supports the traditional CRM functions of RightNow Engage, which in turn supports the three customer experience components (Web Experience, Social Experience, and Contact Center Experience). Thus,

RightNow CX Platform

• Knowledge management
• Integration
• Mission-critical SaaS (more about this later)

RightNow Engage

• Marketing
• Voice of the Customer
• Sales
• Analytics

RightNow Web Experience

• Customer Portal (including Web self-service and mobile)
• Chat and Co-Browse
• Email Management
• Web Experience Design

RightNow Social Experience

• Support communities
• Innovation communities
• Cloud monitoring
• Social experience design

RightNow Contact Center Experience

• Phone and multichannel interaction management
• Case management
• Voice automation
• Contact center experience design (including desktop workflow, agent scripting, and contextual workspaces)

Mission-critical SaaS includes something the company is calling Invisible Updates, with elimination of downtime as the goal. The concept appears similar to Salesforce.com’s 5-minute upgrades, but RightNow is aiming for true seamlessness. It also prides itself on having always provided service level agreements with teeth—the company cuts checks for its customers when downtime exceeds what’s spelled out in the SLA. It’ll be fun to see how the two rivals stack up in this matter.

A lot of the new customer experience functionality, especially the knowledge base and Social Experience parts, are the fruit of RightNow’s acquisition of HiveLive in September of this year, followed by what must be the fastest assimilation of technology since Star Trek introduced the Borg. A six-week turnaround from acquisition to deployment was unheard of before this, as far as I know.

RightNow takes the position that customer experience is everything, and is making “ridding the world of bad experiences” its goal. The path to achieving this leads through the contact center, and recognizes the power of the customer to make or break a business no matter how good the products might be. Numbers from the 2009 Customer Experience Impact Report (commissioned by RightNow from Harris Interactive) back this up:

• 86% of consumers will never go back to a company after a bad customer experience
• 60% will always or often pay more for a better customer experience (up from 58% in 2008)
• 82% who had a bad customer experience told others about it (up from 67% in 2006)
• 53% will recommend a company to someone else because they provide outstanding service

To illustrate the potential impact of one bad experience, we were treated to one more showing of the “United Breaks Guitars” video—but with a twist, because Dave Carroll (the creator) took the stage partway through to finish out the song and give us a first-hand account of his experiences. As he finished up, he revealed what I’d call PR gold for him and RightNow: Carroll’s only option for getting to the conference was to fly United, and the airline lost his luggage. If you listen carefully, you can hear United’s market capitalization dropping even further than the $180 million attributed to the initial incident.

If RightNow CX Platform is as good as it looks, and the company is true to its word, 2010 could very well be RightNow’s year. Every single one of Greg G’s customer visits in the past three to four months (he’s done more than 300 customer visits in the past 18 months) has had social CRM as a focus—driven by the customers, pulling RightNow into the conversation. That’s encouraging to me, since I’d hate to have established a practice in a field nobody cares about.

You’ll also be glad to know that I am now officially Huge On Twitter, at least as far as the PR team from Horn Group and RightNow Technology is concerned. I hope to continue living up to the accolade.

So many things happened Monday at oracle open world, though to be honest I think the day needed to accelerate before it got really good. The morning keynote led by Charles Phillips and Safra Catz was fairly sedate, as it felt like there was no binding force between the many segments. To be fair, I missed the Sunday night keynote due to personal burnout, so it’s entirely possible that Larry Ellison–a man I’ve never heard speak in person–really did the setting of tone last night and Monday was the start of the “business” part of the conference. Esteban Kolsky pointed out that there was an undercurrent of unrest in the room (something you never want when there are more than 10,000 people), and his tweets really captured the flow of the morning. He had much beter WiFi connectivity than I did, and seemed less affected by the problems experienced by Twitter, so I recommend checking out @ekolsky to see all the stuff I wanted to liveblog. Props to Esteban.

There were two stand-out segments, though. One was with Anthony Lye, which (and whom) I’ll come back to in a moment. The other dealt with retail, particularly “fast fashion” as implemented by H&M.

I have no use for the store or its brand, but I must say that the way H&M is using Oracle technology to change the way the apparel industry works. Any apparel business can (and should) use CRM and ERP technologies to make their purchases more efficient, but that still uses the antique method of basing inventory decisions solely on the debut of fashion “seasons” that might be nine months ahead of actual time. Fast fashion is a step beyond. Presenter Duncan Angove and an associate whose name I missed explained how H&M uses it to spot current trends and new products and act on them every month, perhaps even sooner. Combined with dashboards linked to regional maps, this means H&M can put what items will be most likely to sell well in each individual store, change out stock efficiently, and entice customers with promotions as needed to keep sales coming. Smart business and satisfied customers.

Now to Anthony Lye, who gets the other allotment of props for Monday. His part of the keynote delivered what the entire session should have done: a real tactical and strategic sense of how enterprise apps (like CRM) fit into a company’s efforts to increase efficiency and profitability, but without ever forgetting that it’s all about the customers and what you can do to make them not just content to do business with you, but happy enough from doing so that they encourage others to do the same. He didn’t stop there, either; he led two sessions later in the day that drilled even deeper into modern customer engagement strategy, and both were spot-on. His first had him and his team demonstrating how the Siebel CRM family is helping Oracle customers find their way in social CRM via cross-channel, experience-driven business practices. Very sharp. Then he put two powerhouses–Paul Greenberg and Denis Pombriant–together to discuss social CRM and cloud computing. A session with either Denis or Paul is always worth the time; both of them plus Anthony is more than most can hope for. The conversation was lively, though Anthony’s questions did seem (understandably) to support Oracle’s mostly-on-premises model. Regardless, Anthony Lye is everything Oracle needs in a CRM exec: he’s sharp, relatable, works well with the rest of his team, knows the industry, never forgets the customer, and is a pleasure to speak with. This man needs a raise.

More to come after today’s happenings, and I’ll try to post my thoughts in a more timely maner. No promises though; I still owe you my impressions of a great social CRM dinner I attended with Tealeaf last week revealing its latest customer experience survey results. Great stuff, and I want to do it justice, but I feel funny about the time delay.