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Stories by David Taber

Social Data Warehousing Is Worth the Trouble

By David Taber | 18 April, 2013 14:01

Everybody knows data warehousing is big data. But when you want to understand what's really going on with your customers' social interactions, terabytes may seem small. It's a laborious process, but the insight it provides can reap big rewards.

Why 'Agile Project Management Controls' Isn't an Oxymoron

By David Taber | 11 April, 2013 13:09

George Carlin made phrases like 'jumbo shrimp' famous. But the need to control agile projects is no joke. Ask the right questions along the way, though, and you'll bring order to a process than can easily turn chaotic.

Why CRM Security Is Always a 'Role'-Your-Own Project

By David Taber | 03 April, 2013 14:15

With most enterprise applications, the security model can be simply user/group/world. It can't be all that complicated with CRM, right? Think again.

20 Questions for Screening a Salesforce.com Consultant

By David Taber | 12 March, 2013 14:27

Some parts of vendor evaluation never change. Many folks boil it down to just three words: References, references and references. In the cloud, you really need to do a more thorough screening. References are important, but they are only part of the process.

Is Your Cloud System a Mess? Our Self-Assessment Tool Will Tell You

By David Taber | 20 February, 2013 14:32

Your cloud-based system may have been in use for seven years or more. It probably needs a tune-up. Let's see what kind of shape it's in and what you need to do to make it run like new.

3 deep, dark secrets of cloud computing

By David Taber | 13 February, 2013 11:04

Everybody uses the cloud. How can there be any secrets? Many companies had to learn these three little lessons the hard way, but there's no reason your business can't learn from those mistakes.

Using CRM to Know the Score Before the Super Bowl

By David Taber | 28 January, 2013 15:09

Getting beyond the basics of using CRM-- tracking the evolution of the customer relationship--means using the system to improve time management close rates and customer satisfaction. In the real world, that means playing the probabilities and using the system to prioritize your team's efforts.

If You Can't Go Agile for CRM Project, Fixed-Price Can Work

By David Taber | 10 January, 2013 13:56

Agile is the best approach for CRM projects, but what if management just won't let you go there? What does it really mean to have a fixed-price, fixed-deliverable project? You will have to put in more effort, but you can succeed in the long run.

Who Owns CRM Data at Your Company?

By David Taber | 04 January, 2013 16:14

In most enterprise IT systems, record ownership is about as controversial as a ham sandwich. Not so in CRM. In fact, it can become quite the political topic. Fortunately, good governance can solve most CRM data ownership problems.

10 Cloud Administration Must-Haves You Can't Have Yet

By David Taber | 06 December, 2012 14:12

A user interface can be too easy. Just ask any cloud administrator who learned the hard way that there's no undo feature. Here's our wish list for 10 things that would make a cloud admin's life much easier. Most are a few years in the making, though.

Social CRM Offers Big Rewards If You're Persistent

By David Taber | 13 November, 2012 14:51

Putting the 'social' in your social CRM strategy means aggregating more information about your customers and prospects. A new generation of tools is being developed to make this happen.

Top 10 CRM Tricks Guaranteed to Lose Customers

By David Taber | 25 October, 2012 12:51

Best-practices articles are as dull to read as they are to write, columnist David Taber says. So here are 10 customer support system worst practices that are certain to derail customer satisfaction.

Before Installing CRM Systems, Consult Your Org Chart

By David Taber | 18 October, 2012 14:30

With most enterprise systems, it's immediately clear who should be users and what they should be able to do on the system. Not so with CRM -- and, over time, more and more employees and departments will need to be on the system.

DreamForce 2012 all about sharing customer success

By David Taber | 20 September, 2012 13:22

A tradeshow is a tradeshow is a tradeshow. But developer conferences can tell you a lot more, providing key indicators for the future. At DreamForce 2012, Salesforce.com.com is showing roughly 90,000 attendees what its high-profile customers are able to do.

CRM Projects Done Right Mean Business Process Changes

By David Taber | 13 September, 2012 16:07

Like most enterprise applications, CRM systems mean tighter business processes. Unlike most enterprise apps, however, CRM users typically aren't ready this for this. Here's a look at what needs to be fixed before you should really start a CRM project.

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