I’ve been bogged down working on phase two of our CRM program, which is a quotation system using QuoteWerks software. QW integrates with Goldmine, making a more complete solution. This phase consists of three basic tasks (But that’s not the marketing triangle.):
- Develop a consistent product database. Here I am trying to fix all the sins of our current system. Most of this is back-end stuff to manage our product information efficiently and accurately.
- Create a new quotation form that presents only information that the customer wants. This means cutting out distracting content and making sure the info they do want is obvious.
- The hardest task will be training our staff to use QW and make sure they are following the rules so that all my sin-fixes won’t go to waste.
All this work makes me think of a favorite book by Jeffery Veen, The Art and Science of Web Design. In it he describes web design as a triangle of knowledge and skills:
I was thinking how much this applies to marketing in general, and how much technology has become the leading-edge of marketing. However, with web design, all this is concentrated around pleasing the user. I’ve got to come up with a system that satisfies everyone: prospects, salespeople, and the backend operation. Wait that’s another triangle!
Looks like the marketing guy is in a bit of a pinch! (With leading-edges of technology and customers.) No wonder this project is so exhausting.
A B2B marketing blog by an honest-to-goodness marketing manager for an industrial manufacturer.