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...

When your Open Source WCM system gets enterprisey

  • April 8, 2014

Like their commercial brethren, you can see a kind of restless desire among the major open source WCM projects to go "up-market," by making their systems more enterprise-friendly -- and by extension more complicated...

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?...

Why would Lithium want to acquire Klout?

  • March 12, 2014

While the interwebs have been buzzing for about a month now about an alleged acquisition of Klout by Lithium, the potential new parent company still hasn’t as much as peeped about this transaction. Legal terms and obligations notwithstanding, I hope Lithium changed its mind. If they really want to go IPO some day, they might need to make more careful buying decisions...