Would You Manage CRM with a Wiki?

Or human resources with a blog? How about project management with forums?

Funny questions to ask, no doubt. Of course it’s not possible to effectively address many of the critical business functions using basic Enterprise 2.0 tools. Yet when it comes to social software, it often seems that the only game in town is to be a provider of such tools. For instance, Gartner’s Social Software Magic Quadrant requires that vendors have wikis, blogs and forums to be considered (side note – for the record, Spigit has all three social software tools and more).

I am fully on board that there are great opportunities for new types of communication, collaboration and information discovery in these tools. For instance, see my post, Microblogging Will Marginalize Corporate Email.

But there’s an enormous opportunity for applying the ethos and value of  ‘social’, ‘transparency’ and ‘collaboration’ to a wider range of business processes. Key here is not to force specific processes into a general purpose tool, but to bring social software ethos to longstanding enterprise activities.

Hmm…sounds Dachis Group-like (“social business design”), eh?

Activity-Specific Social Applications

In the recent Gartner Social Software Hype Cycle, analyst Anthony Bradley introduced a new category, Activity-Specific Social Applications:

“As social software implementations mature, application patterns are evolving, and the software industry is responding with activity-centric social application offerings rather than with generic social software capability suites. Delivering a targeted social solution with a general purpose social tool (such as wikis and blogs) can involve significant development, configuration, and templating effort.”

Bradley has identified the next opportunity in enterprise social social software. Integrating the valuable characteristics of social software into the in-the-flow activities that make up our days. As a percentage of employees’ time, activity-specific social applications will be quite large.

Back in March 2009, Sameer Patel wrote, don’t confuse Enterprise 2.0 with social computing concepts. He was making this exact point, and included this illustrative diagram:

Credit: Sameer Patel, Span Strategies

Credit: Sameer Patel, Span Strategies

His point is that the left side are tools, whereas the right side are results-based activities. Key here is to create applications aligned with the processes for those activities. That means going deeper than a general purpose tool.

Successful Applications Will Be Designed for Results

So back to the original question. Would you manage CRM with a wiki? Could you? Perhaps there’s a geek hack to do this, but for mainstream business, the answer is ‘no’. Customer relationship management includes:

  • Case management
  • Customer revenue analytics
  • Sales pipeline
  • Individual prospect opportunity workflow
  • And lots of other stuff

It would be really hard to use generic off-the-shelf social software to deliver the above functionality. Yet, going back in time, here’s what was prescribed for CRM success in April 2002:

People [who fail] don’t integrate CRM into the other parts of their business or implement CRM as a stand-alone and don’t have it communicate with core systems. A bigger and more frequent stumbling block is forgetting to address the people issues around a CRM implementation. In almost all of the cases we described earlier, CRM is a behavior modification tool.

There is a need for the “hard” functions that CRM can provide, like case management, campaigns and analytics. But that’s not enough (e.g. see social CRM), and enabling the customer-centric firm seems to require a good bit of what makes Enterprise 2.0 tick: cross-organizational perspectives, contributions from different departments, a more collaborative orientation to an end-goal. Integrate CRM into “other parts of their business”.

Wikis, by themselves, don’t provide the necessary CRM functions that are table stakes to be useful for companies. But CRM platforms could benefit from integrating more social software tools and conventions.

And that’s the case for a lot of the current processes that define companies today. They aren’t going to be addressed by off-the-shelf generic social software tools. But they benefit by incorporation of social software tools.

“Activity-specific social applications”. A few examples:

Dachis Group talks about social business design as “the intentional creation of dynamic and socially calibrated systems, process, and culture.” Indeed, there’s a huge opportunity to apply social software to the multitude of applications and processes that make up organizations, beyond the insertion of standalone generic tools.

Watch this space.


My Ten Favorite Tweets – Week Ending 062609

From the home office in Buenos Aires…

#1: Early criticism of veracity of MJ story was that it came from TMZ. Does TMZ misreport or lie? Or do people just not like what they cover?

#2: Reading – How to approach open innovation: With lessons from P&G by @lindegaard #innovation

#3: “As strongly as you & a few like-minded people feel the impacts of info overload, a lot more people just don’t care.”

#4: CLEAR, the service that used biometrics to fast-track you thru airport security, is no more Another biometrics firm dies

#5: Reading these Dachis posts today I get the sense the firm is consultancy, not technology @peterkim @armano @jevon

#6: RT @VMaryAbraham McAfee/Lockheed: Top-down mandate needs to be done carefully. Otherwise it can hamper e20 rollout. #e2conf {How?}

#7: Reading: The secret sauce to successful Enterprise 2.0 adoption by @oscarberg

#8: Self-spam? Colleague CC’d himself on an Outlook email. Outlook put his email into its spam folder.

#9: Blind? :-p RT @hottweeters @bhc3 Are your legs tired? Cuz you’ve been running through someone’s mind at

#10: My 5 y.o. son asks: Is there infinite of anything. My answer? No, everything is finite. Right?