Should You Use CRM Platforms to Manage Documents?

  • June 10, 2014

In a webinar last week on options for enabling salespeople to access documents, one option I discussed was to use your incumbent salesforce automation / customer relationship management (SFA/CRM) platform for document management. Many such platforms now provide interesting capabilities like basic document lifecycle management and file sharing as part of their core services...

Webinar Tomorrow: Mobile Enabling Your Salespeople

  • June 3, 2014

In this webinar, we will look at the key requirements of mobile-enabling salespeople in detail. We will then evaluate four strategic options for your enterprise to address the needs of salespeople (as well as other employees who need these services). We’ll also look at key tools for each of these options...

ECM file sync - dedicated folder vs arbitrary folders

  • May 14, 2014

One new feature that many ECM platforms (and all Cloud-based file sharing tools) provide is the ability to sync files across your multiple devices: desktop, laptop, mobile phones, and tablets. The idea is that you should be able to access your files -- and optionally complete tasks -- irrespective of your location or device type...

Which Hybrid Cloud Model Works Best for ECM?

  • April 25, 2014

These concerns are particularly germane for the enterprise content management (ECM) tools and consequently, hybrid clouds are somewhat of a rage amongst ECM vendors these days...

IBM to acquire Silverpop

  • April 14, 2014

In our last update to RSG's Marketing Automation and Social evaluations, we had mentioned that the company is a prime acquisition target as one of the few remaining major independent marketing automation vendors. All the big ones -- Oracle (Eloqua and Responsys), Salesforce.com (ExactTarget and Pardot) and Adobe (Neolane) have already been active in M&A in this marketplace and so in that sense, this wasn't a big surprise...

Mobilizing your Salesforce: EMC|Documentum, IBM FileNet, SharePoint, Box, or...?

  • March 28, 2014

Your enterprise salespeople are increasingly mobile. More than ever, they need access to collateral — brochures, presentations, contracts, pricing charts, and so forth — while on the move. How can you provide effective access to the latest documents for salespeople who aren’t tethered to your internal enterprise network?...

When your incumbent WCM or Portal platform won't work for mobile-first

  • February 26, 2014

Your existing enterprise software tools -- such as your Web CMS or Portal tools -- can take you only so far.  The argument in their favor is that the these tools separate content or raw information from its presentation. So then if you already have a content management system managing content for your website, then it is just a matter of creating a new template optimized for mobile. But is it really that simple?...