Dec 22 2011

Negotiating With Your CRM Vendor

By Barton Goldenberg, President, ISM, Inc.

As we close the 2011 year, in addition to wishing you a happy and prosperous 2012, I also wanted to mention that typically the best time to negotiate with your CRM vendor is during December (assuming they follow a calendar year for accounting purposes). When negotiating with your vendor, remember first to negotiate user license to their lowest level based on industry examples. Next negotiate “other fees” (e.g., sandboxes, maintenance fees, etc.) based on this lowered user license amount. If you are unable to secure the license fee price that you are looking for, rather than try to negotiate a lower price consider having the vendor throw in additional licenses or training courses, etc.

Also remember to carefully negotiate professional services fees, as margins on and off-shore are typically very high for the vendor so you have considerable negotiating room. A couple of words of advice: do not attempt to negotiate the beginning-to-end professional services price at the outset of your negotiations since vendors must build in a margin for the ‘unknown’ and your total price will come in high. Rather, negotiate a reasonable price for the business requirements work, then a separate price for the design work, the build, the UAT phase, etc.

At the end of the day, you want to keep a good working relationship with your vendor and not everyone has the skill to comfortably negotiation with that vendor at the outset of that relationship. If it all seems to complex, call us and we’ll do our best to give you a hand!

Tags: , Posted by - jennifermq @ 10:27 am


Dec 08 2011

Gartner Takes Aim: Social CRM Vendor “Cowboys” Are Out as Enterprises Seek Measurable Outcomes

- By Jean Young, Vice President, ISM, Inc.

Gartner’s VP and Distinguished Analyst, Michael Maoz, notes in his December 7th blog that the hype around Social CRM vendors is over.  This is good news.  As a leading Social CRM consulting and implementation firm working with successful social software companies and best-in class clients, it has been a rough ride for the industry.

And, Gartner is right, the cowboys, as I call them, are on their way out and we can get back to business.

Maoz reports in his incisive blog, that respondents to Gartner’s CEO Survey 7 stress the importance of: “Becoming more open and collaborative with customers,” and that can be seen as a vote in favor of “social.”’

The CEOs’ Gartner surveyed point to Social Media and Social CRM as part of the Customer Service, Support and Marketing dialogue. That dialogue is now directed to revenue growth and lower costs with measurable outcomes.

Barton Goldenberg, who founded ISM in 1985 to move Sales Force Automation to Customer Relationship Management, has taken the same role to move Social CRM from a rodeo atmosphere with vendors fighting for trophies to the business environment in which it belongs.  Gartner is right: it is time to define the business of Social CRM in terms of data, facts and measurable outcomes.

Barton will be a speaker at the Gartner Customer 360 Summit,  March 14 – 16, 2012 in Orlando, FL. (http://bit.ly/rw6WON). Let me know if you would like to meet with him.

Tags: , Posted by - jennifermq @ 5:37 pm