Shows
CRM TalkThat's All FolksIn the final episode of the CRM Talk Podcast, hosts Steve Chipman and Sam Biardo reflect on over a decade of industry evolution since their 2013 debut. Spanning 129 episodes, the duo discusses the transition from basic reporting to integrated AI and no-code development. They explore shifting client expectations, noting a move from highly customized processes toward seeking vendor-led best practices. The conversation highlights the technical hurdles of legacy integrations, the complexities of API changes, and the persistent friction between sales and marketing teams regarding lead qualification. As they "bow out," the hosts offer professional insights into...
2026-01-2238 min
CRM TalkOne Chowdhury of Octolane Steve and Sam are joined by One Chowdhury, founder of the AI-native CRM, Octolane. One shares his incredible journey from a Duke University student who didn't know what a CRM was to a Y Combinator-backed founder aiming to take down Salesforce. He discusses why legacy CRMs are "trapped with their own success" and struggle to adapt to AI, while Octolane is built from the ground up to eliminate manual data entry and give sales reps their time back. Learn how Octolane's 'Action Mode' proactively suggests follow-ups and meeting prep, aiming to turn every user into a 'superhuman...
2025-10-1836 min
CRM TalkAI Account Based MarketingSam and Steve discuss the practical applications of AI in modern sales and marketing. Steve explains his process for using Gemini's Deep Research feature to generate detailed company reports, condensed infographics, and audio summaries for effective account-based marketing. Sam shares his techniques for leveraging AI to create personalized connection requests on LinkedIn and to repurpose podcasts into engaging social media posts. They also explore how AI is changing SEO, shifting the focus from clicks to brand mentions within AI-generated search results. The conversation covers how AI can transform existing content into new formats and significantly s...
2025-08-2028 min
CRM TalkThe Future of CRM with Clint Oram In this episode, Steve and Sam are joined by special guest Clint Oram, who recently left SugarCRM after exactly 21 years. The group explores the future of CRM, the transformative power of AI, and how technology is reshaping the way organizations think about customer relationships, system design, and collaboration.
2025-06-0333 min
CRM Talk124 Jen Noonan of InforJennifer Noonan, VP and GM of CX and IPMC Business Units at Infor, joins Steve and Sam to discuss the evolution of Infor CRM SLX (formerly SalesLogix) and its role in industry-specific digital transformation. Jen shares how Infor's vertically aligned strategy enables the delivery of tailored ERP and CRM solutions to manufacturing, distribution, and service-based organizations. The conversation covers CRM and ERP integration, quoting workflows, and why CRM should be the system of engagement while ERP remains the system of record. Jen also reflects on Koch Industries' long-term investment approach and how it has accelerated innovation across...
2025-04-1839 min
Banking on GrowthUnlocking CRM Potential: How Community Financial Institutions Can Enhance Customer Experience and EfficiencyWelcome to another insightful episode of the Banking on Growth podcast, hosted by Mike Graham, President of Midwestern Securities. In this episode, we dive deep into the transformative power of technology in community banking with our special guest, Sam Biardo, CEO of Technology Advisors.Sam brings a wealth of expertise in consulting and software development, focusing on connecting bank core systems to Creatio—a low-code CRM platform tailored specifically for banks and credit unions. Together, Mike and Sam explore how CRMs can revolutionize processes like customer onboarding, referral management, marketing automation, and even predictive AI-powered tools like "ne...
2025-04-1031 min
CRM TalkCRM Readiness ChallengeIs your organization ready for CRM? Sam and Steve discuss the ten readiness statements from CRM Switch's online calculator: https://crm-readiness-calculator.crmswitch.com/
2025-02-2831 min
CRM TalkAI Agent Ascension In this episode of CRM Talk, Steve Chipman and Sam Biardo discuss AI agents and their impact on business. They talk about how AI agents have evolved from basic IVR functionality to sophisticated business tools. Steve mentions Greg Eisenberg's insights about various types of agents (acquisition, research, content, and community agents) and how they're replacing human tasks at a fraction of the cost ($2,000 in agent costs vs $2 million in salary costs). They discuss Salesforce's Agentforce, with Steve noting Marc Benioff's aggressive marketing against Microsoft's Copilot. Sam shares his experience using Copilot and discusses implementing AI...
2024-12-0729 minCRM TalkDeploying CRM Successfully Sam Biardo of Technology Advisors and Steve Chipman of CRM Switch discuss the changes and trends in CRM implementations over the past few years. The key points discussed include the shift towards low-code/no-code platforms, the transition from on-premise to cloud-based solutions, the reduced need for developers and increased reliance on business analysts, the growing involvement of clients in the configuration process, and the emphasis on delivering a minimally viable product (MVP) in shorter implementation cycles to minimize risk and provide faster value realization. Other topics covered include the importance of planning and phasing, integration...
2024-10-2333 minCRM TalkHubSpot vs. SalesforceSam Biardo of Technology Advisors and Steve Chipman of CRM Switch discuss the high-level differences between these top CRM vendors. Topics include: Vendor Overviews Scope and Complexity of Business Needs Extending the CRM Database Native vs. Integrated Marketing Functionality The Consultant Ecosystems The HubSpot & Salesforce App Marketplaces Freemium vs. Only Pay-For Scope of Product Offerings AI Features Business Process Automation Tools The User Experience and Interface Near the end, we tacked on an AI version of the podcast created with NotebookLM, derived from a blog post that Steve wrote about the high-level differences between Salesforce and HubSpot.
2024-09-2642 minCRM TalkSati Hillyer of OneMobSteve Chipman of CRM Switch and Sam Biardo of Technology Advisors talk to Sati Hillyer, founder and CEO of OneMob, about his journey from starting the AppExchange at Salesforce to developing and advancing his company's video platform for sellers over an almost ten-year period. With a OneMob microsite, sellers can provide context, content, and a clear next step for the prospect. 👉 If you are in sales, you can sign up for a Forever Free account athttps://onemob.com/pricing-benefits/
2024-05-1734 minCRM TalkAlways Be Video ClosingSam and Steve are joined by Jon Richards of Evolve Video Marketing. We discuss today's buyer, using video in the sales process, how digital sales rooms work, and getting salespeople to adopt tools like OneMob.
2024-03-0932 minCRM TalkRoss Simmonds of Foundation Marketing Steve Chipman of CRM Switch and Sam Biardo of Technology Advisors talk to marketing guru Ross Simmonds, who shares insights on creating valuable content and leveraging AI to optimize and distribute it more efficiently across channels. Topics include the disconnect between marketing and sales teams, taking an investor mindset with content assets, events, and video for lead generation, email outreach fatigue, and predictions for increased AI usage and industry consolidation.
2024-02-1541 minCRM TalkQuote-to-CryptoSteve and Sam discuss quote-to-cash (Q2C) solutions that enable sales teams to quickly generate quotes and receive more orders. They cover use cases for field and desk-based sales, components like CPQ and eSignature integrations, rule-based guidance, and vendor solutions from Conga to MobileForce. Also discussed are sales scenarios with frequent pricing changes, needed integrations, and evaluating vendors based on industry-specific requirements.
2024-01-3131 minCRM TalkYour Perfect AI SelfAI-generated summary In this episode, Sam and Steve discuss the benefits of podcasting for marketing versus blogging, based on data showing more people per podcast than per blog. It then covers a survey showing that most marketers are using at least some AI to generate blog content, with the risk of too much AI hurting search rankings. Sam and Steve agree AI is best for outlines and some after-the-fact SEO optimization, while human-written content ranks better. They discuss various uses of AI in marketing, like generating content sections, outlines, titles/descriptions, Tweets, LinkedIn posts, images, p...
2023-12-1432 min
2023-10-1129 minCRM TalkCRM AI Use CasesSam and Steve discuss CRM AI use cases for sales, marketing, customer service, customization & configuration, data migration & integration, analytics, and automations.
2023-04-1331 min
CRM TalkDumbed Down By AISam & Steve forget how to think on their own, Enterprise AI megatrends, using ChatGPT for CRM test cases and test data
2023-02-2537 min
CRM TalkScott Eller of NeuraswitchSteve and Sam talk to Scott Eller, Chief Relationship Officer & Co-founder of Neuraswitch about transcription, redaction, and sentiment analysis.
2022-01-2331 minCRM TalkMathematical CRM FailureSam and Steve talk about enforcing security for remote work, COVID's effect on shared workspaces, hindsight 2020 COVID predictions, Creatio's unique approach to a virtual conference, Sam's mathematical mindset around phased implementation, Salesforce sunsetting the Legacy Workflow Builder, the use cases for low code, integration uptime, people not reading iHateCRM.com, HubSpot's biggest product announcements, handling CRM custom objects, Snowflake, and Destination CRM's 2021 CRM Industry Awards. Steve also previews his thoughts on AI and marketing, which will be addressed in greater depth next month. Creatio ACCELERATE Conference Registration
2021-11-0839 min
CRM TalkKevin Snow of Time On TargetSteve and Sam interview Kevin Snow, CEO of Time on Target, sales expert, and technology geek, about CRM implementation challenges, introverted salespeople, accurate sales forecasting, and more. #InternationalPodcastDay
2021-10-0132 min
CRM TalkAndy Zambito of CreatioAndy Zambito, Chief Sales Officer, Americas at Creatio, joins Sam & Steve to talk about process management, CRM, digital transformation, low-code, tailored experiences, differentiation, speed of change, speed of operations, and more.
2021-07-3029 min2021-05-0730 minCRM TalkVAXRMSalesforce's Vaccine Cloud, Sam's vaccine shot scheduling nightmare, Sam's joint webinar with Creatio, CRM 3.0, how low code/no code has altered roles in CRM deployment & management, field service, ABM, video selling, video training, CRM best practice videos, de-densifying your slide decks, HubSpot's customer code deck, explaining difficult to explain concepts, telling a story, content distribution.
2021-01-2932 minCRM TalkDavid Campbell of Sugar CRMDavid Campbell, Vice President of Product Marketing at SugarCRM, joins Sam & Steve to discuss sales, marketing, customer support, data, AI and the customer experience.
2020-10-2337 minCRM TalkEmoji Queries❓Sam's commitment to golf, the NHL and NBA bubbles, deploying CRM & training CRM users during a pandemic, using emojis for product searches, the most effective forms of marketing in 2020
2020-08-0633 minCRM TalkZooming RequirementsA moratorium on CEO interviews, iOS 14 & location tracking, an "off the grid" mobile option, marketers' digital transformation, new Google My Business features, gathering requirements & conducting online workshops.
2020-06-2534 minCRM TalkMeteorologist BackdroppingsMusings about online meeting technologies and how they're being used. How CRM vendors are helping out with discounts and free components.
2020-05-0130 minCRM TalkAdaptationSam & Steve talk about ways to adapt your sales and marketing to our current reality.
2020-03-2227 min2020-03-1329 min2020-01-1732 min2019-12-2133 minCRM TalkPower Shutoffs & ParasitesReasons for our absence -- long vacations, Public Service Power Shutoffs and parasites. bpm'online becomes Creatio. More Salesforce acquisition rumors. Dreamforce '19 report. Video outreach. Observations on Gartner Magic Quadrants. CRM industry maturity and commoditization. Accelerated release cycles by CRM vendors. Vendors increasingly aligning their offerings around analysts' "three pillar" expectations.
2019-11-2528 minCRM TalkBeta BluesSam's iOS 13 beta testing blues, Gartner Magic Quadrant for Sales Force Automation, a variety of HubSpot to CRM integrations, declining website visitor conversion rates.
2019-08-2425 min
CRM TalkRich Green of SugarCRMRich Green is Chief Product Officer and CTO at SugarCRM. Rich leads SugarCRM's engineering and product management teams and is responsible for the product vision and global strategy of the award-winning Sugar platform. In this episode, Sam and Steve ask Rich for his perspectives on and his vision for CRM.
2019-06-2830 minCRM TalkWidespread CRM PanicMassive Salesforce outage, multi-tenant vs. single tenant hosted CRM databases, SugarCRM acquires Collabspot and Salesfusion, Sugar's new quoting module, Sage sunsets SageCRM Online, bpm'online's low code no code, citizen developers.
2019-05-1832 min
CRM TalkMax Altschuler of OutreachSam & Steve talk to Max Altschuler, Vice President of Marketing at Outreach, about sales engagement and how Outreach facilitates multi-channel sales communication with prospects. Max is co-author of Sales Engagement: How The World's Fastest Growing Companies are Modernizing Sales Through Humanization at Scale.
2019-03-3131 minCRM TalkSeedy CRMA discussion with Greg Martinelli about CRM in the agricultural business. Greg is an ag sales trainer, coach and speaker. Greg's website.
2019-02-2729 minCRM TalkPolar CRMThe deep freeze hits Chicago just in time for the bpm'online conference. Sam previews his talk at the conference.
2019-01-3031 minCRM TalkWinery CXSam's latest wine club, when & why Infor CRM wins, a look back at 2018 acquisitions, ContactOut Chrome extension, Wix gets into CRM, "CX" in 2019, CRM in email client sidebars, CRM AI in 2019, 5 CRM trends for 2019, bot backlash.
2019-01-0936 minCRM TalkUX DarknessInstead of show notes for this episode, we'd like to use this real estate to provide information about an option for making a donation to victims of the Camp Fire. Since you're most likely reading this on your mobile phone, please text CAWILDFIRES to 90999 to make a $10 donation (the Red Cross and AT&T).
2018-11-1630 minCRM TalkBionic CRMDreamforce 2018, Inform, CRM AI offerings, SugarCRM's input on why they win deals.
2018-10-0530 minCRM TalkCRM DestinationsA bad technology day, how we can collectively put an end to call center cold calls, a review of CRM Magazine's 2018 CRM Market Awards winners, The ascents of Microsoft & Zoho, how long it really takes to become a CRM leader, how little separation there is among the top ranked vendors in point scores.
2018-09-0831 minCRM TalkHow Suite It Is (For SugarCRM)Accel KKR makes a 9 figure investment in SugarCRM. Some of the other potential compatible AKKR companies. Sugar's redesign and re-architecture. Sugar's one-clickedness. Mitch Lieberman's take on the investment and his advice, including going all in on the cloud. How the sales team needs to be more consultative and real. The idea of conversational engagement. The Gartner Magic Quadrant for Sales Force Automation and some of the positional changes since last year. A close pack in the Leader quadrant. bpm'online is alone in the Challenger's quadrant. ProsperWorks rebrands to Copper. Copper's win percentage vs Salesforce. Salesforce and Google are cozying...
2018-08-2426 minCRM TalkERP ImplementabilitySam and Steve talk with Joel Schneider, president of Liberty Technology Advisors about what about what should be behind proper ERP selection and implementation processes. Joel answers the question, "is cloud-based ERP as easy as the vendors would lead you to believe?" Joel also addresses many of the factors that people within any organization need to consider before making a decision on an ERP vendor---whether the vendor's offering is cloud or on-premises. The approaches to strategy, selection and implementation for ERP and for CRM are contrasted.
2018-07-1724 minCRM TalkCRM Investments & AcquisitionsSam and Steve test-drive Zencastr, Pipedrive raises $50 million, smaller vendors be "taking on" the big CRM vendors or is there a better strategy?, Nimble's approach, Swiftpage's investment and their focus on "the easiest product on the market to use", Act! Connect, the Collabspot plugin for Office 365 and G Suite, contact enrichment, marketing approved email templates vs. empowering salespeople, TIBCO buys Scribe Software, data lakes, a deep dive on integration methods.
2018-06-2233 minCRM TalkArtificial ReservationsThe GDPR is in effect, Salesforce earnings, CRM industry growth, data augmentation, CRM and AI, GDPR and ABM, un-gating content, conditional CTA visibility by country, the ultimate objective comparison between Salesforce and Microsoft Dynamics 365, image size and SEO, website conversion actions, the FBI's instruction to reboot your router, Alexa privacy fail, bpm'online's conference and roadmap, their 15 use cases for AI, AI's potential for sandbagging detection and for booking travel.
2018-06-0229 min
CRM TalkCountdown To GDPRGDPR will take effect in just over a month. Ian Gotts of Elements.Cloud returns to discuss GDPR with Sam and Steve.
2018-04-2134 minCRM TalkVanishing Best of BreedSam's new hip parts, his plan to #DeleteFacebook, messing with Facebook's algorithm, cleaning up LinkedIn letter by letter, Salesforce's purchase of MuleSoft, what acquisitions mean for the Salesforce ecosystem, vanishing best of breed in the CRM industry, Salesforce's small business moves, Microsoft's Dynamics 365 strategy of combining acquisitions, product groupings, Microsoft's impressive seasonal release documentation, Microsoft Office 365 upgrades to Dynamics, Sam's GDPR webinar series, the need for a public documented & auditable processes, GDPR policy statement template, recording GDPR related transactions in CRM, how to change your outbound emailing procedures. Webinar: GDPR & Your CRM WebinarWednesday, April 4th...
2018-03-3031 minCRM TalkGDPR & CRMSam's upcoming body parts replacement, CRM Switch named a Top 10 CRM Blog for 2017 by CRMBuyer, the CRM Switch multi-year CRM cost calculator, GDPR compliance in the context of CRM and marketing automation, blockchain and GDPR compliance, chat & leads, incorporating sales tax in CRM quotes.
2018-02-2431 minCRM TalkA Review of CRM Review SitesA discussion about the various CRM review sites. How they work and how to use them.
2018-01-1830 min
CRM TalkSales Productivity Inside of EmailBrandon Bruce of Cirrus Insight makes his third guest appearance on CRM Talk. This time, he talks about the Cirrus Insight Platform, which is no longer only for Salesforce users. We also discuss the recent acquisition of Attach.
2017-12-2036 minCRM TalkPointless CRM RFP QuestionsSam and Steve deconstruct some of the common questions that are included in CRM RFPs and RFIs. They suggest some ways in which a better outcome can be achieved for the CRM buyer.
2017-12-1931 min
CRM TalkCRM & ERP SelectionIn this episode, we're joined by Daryn Reif of CRM Switch, who specializes in vendor independent CRM planning and selection. We are also joined by Craig Andrew Smith of Liberty Technology Advisors, whose company provides vendor independent ERP selection services. We discuss the respective recommended selection processes, including differences and similarities.
2017-11-2132 min
CRM TalkLars Helgeson of GreenRopeThe email marketing origins of GreenRope, the transition to an all-in-one platform for managing long term relationships, sharing multiple methods of customer communication around an organization, the high cost of integrating disparate systems, the many components of a customer relationship, creating a more collaborative company culture, turning clients into advocates, getting your emails to stand out in recipients' inboxes with timeliness and relevance, email as one part of an omni-channel strategy, the benefits of modeling the sales process, the reason for GreenRope's contact-based vs. user-based pricing model, what types of companies use GreenRope, the need for at least one...
2017-10-2031 min
CRM TalkIan Gotts of Elements.cloudCRM administration, the high demand for businesses analysis skills, what it takes to become a skilled business analyst, creating a basis for process improvement, the soft skills needed for eliciting business process flows, the limitations of traditional diagram tools, how to distill complex processes down to an easier to absorb hierarchical model, making the technology available to the Fortune "5 Million", simplified notations, the handoff between activities, activity boxes that start with verbs, resources as an alternative to swim lanes, attaching items to an activity box, making a process map universally understandable, using Elements.cloud in a live workshop, how...
2017-10-1841 minCRM TalkExtensible CRMCalifornia wine country fires, upcoming CRM vendor interviews, G2 Crowd Grid for CRM, Pipedrive vs. Pipeliner CRM confusion, CRM systems that allow for extending the database schema and those that do not, normalizing repeating sets of fields, ProsperWorks raises an additional $53 million. Sugar's Hint add-on product for data augmentation and prospect/customer alerts, three or four major annual product releases vs. continuous improvement (micro-releases), open source CRM, companies that still deploy CRM on-premise, cloud security vs. corporate network security.
2017-10-1228 minCRM TalkGartner TotalitySam's arduous journey home from the path of totality, a multi-year analysis of the Gartner Magic Quadrant for Sales Force Automation, commentary on the movement of various CRM vendors within the Magic Quadrant, newcomers and the drop-offs, the Niche quadrant appearance of Xiaoshouyi CRM, a discussion about GreenRope, Fireflies.ai, and Node.io
2017-09-0134 min
CRM TalkA Conversation About CRM in Healthcare and Life SciencesA conversation with John Rounseville, co-founder of Saxa Solutions. Saxa is a Salesforce partner that specializes in the Healthcare and Life Sciences industries. John discusses some of the challenges facing healthcare providers, physician recruiters, medical device sales reps and specialty providers who are looking for more referrals. We talk about how CRM can help with Physician Relationship Management, patient engagement and tracking data about and from medical devices -- whether the devices are located in provider facilities or with patients.
2017-08-0328 minCRM TalkThe Big Sam SickSam gets sick and infects conference attendees plus his employees, Steve's guest appearance on "Our Love Hate Relationship With Sales", Infor CRM's integration to LinkedIn's Sales Navigator, the high price of standalone Navigator, the value of connecting CRM to multiple big data sources, Nimble's capabilities, Infor CRM's Marketo integration, what doesn't sync from marketing automation to CRM, tracking sources from Lead to Order, Contour mapping, Coleman AI, Infor's vertical market strategy, integrating acquire companies' products, the CRM beasts that will not die, companies moving back to ACT!, Google My Business for B2B companies, the sale of Endeavor Commerce...
2017-07-1831 min
CRM TalkBrandon Bruce of Cirrus InsightBrandon's run for Knoxville city council, persistent CRM adoption problems and what to do about them, where salespeople actually build relationships, CRM as a management reporting tool, meeting users where they work, bringing CRM data into the inbox, updating CRM in the inbox, saving salespeople time and helping them make more money. Managing nuts & bolts CRM tasks in the inbox, under-utilization of marketing automation, transferring the drip marketing apparatus to sales, programming your sales playbook, using best practices to develop Flight Plans, landing in the prospect's inbox instead of in their Promotions tab. Brandon's book, "...
2017-07-1329 min
CRM TalkJon Ferrara of NimbleA discussion with Jon Ferrara about managing relationships where you can have conversations. Jon's passion is to build relationship platforms that help other people achieve their goals. Since starting GoldMine in the late 1980's, Jon has believed that the more people you can help grow, the more you'll grow. In this episode, Jon identifies the many types of people beyond customers and prospects who businesspeople should be connecting with on a regular basis. Jon reveals how to stay top of mind with people in many different roles and what you should do to...
2017-07-1125 minCRM Talk064 Vendor TrustinessCleveland is not Detroit, prospect reactions to vendor canned responses and preset dialogs, All Turtles for natural language AI, Cirrus Insight's coming Flight Plans, Paul Greenberg's article on trust, trust metrics, establishing trust on your website,recording video testimonials on the cheap, Camtasia video editing for marketers, establishing credibility and website authority with HARO, the coming Starfish automated data migration tool.
2017-06-2330 minCRM Talk063 Backlink CleanseIdentifying and getting rid of toxic backlinks, The new version of Starfish ETL, the upcoming Starfish ETL partner program, LinkedIn data's availability to Microsoft D365 customers, feedback on the Zoho's Zoholics Sales & Marketing Conference from Steve, Zoho's numerous apps, Sam explains the processes of becoming a bpm'online partner, bpm'online's wide range of capabilities, divergent analyst perspectives on CRM vendors, G2 Crowd's latest round of funding, Sam & Steve's no-popup policy on their respective websites.
2017-05-2630 minCRM Talk062 Everything BotsSkype fail and Plan B, gated vs. ungated content, A/B testing, HTML vs. plain text nurture emails, nurture tactics, tracking with Google Analytics events, visualizing data in Google Sheets, chatbots, getting re-asked for your account number by a call center agent, forwarding non-www to www, Burger King okays Google Home, website speed and WPEngine, Arlo vs. Nest Cam, two security camera use cases.
2017-04-1932 minCRM Talk061 Distant RestroomsUnlimited Verizon data (sort of), Apple's possible move from Salesforce to Sugar, IBM's move to Salesforce's Service Cloud, Salesforce's use of IBM's Watson to power Einstein, Marketo and Infor partnership, marketing automation system rollups, Infor CRM gets out of neutral, Windows 10 upgrade reportedly "breaks" Microsoft Dynamics CRM 2011, Salesforce's ongoing Lightning push, loyalty programs, rewards and CRM.
2017-03-1731 minCRM Talk060 Life Changing CRMChanging listener's lives, winter golf in Chicago, more detail on Simple CRM System, selling salespeople on using CRM, industries that lag in CRM adoption, what it takes to implement CPQ, getting salespeople to tag DQ'd leads with "reason disqualified", getting around the gatekeeper, use-case-driven CRM data migration, to migrate or not to migrate custom fields.
2017-02-2135 minCRM Talk059 DIY VDSASam's birthday, Steve's trip Down Under, six levels of CRM expenses, the cure for low CRM adoption by salespeople, Sam's DIY Virtual Digital Sales Assistant (VDSA), a commentary on Gartner's Todd Berkowitz's 10 fearless predictions for 2017.
2017-01-2037 minCRM Talk057 CRM Non-PredictionsSam's office party interruption, Salesforce vs Microsoft comparison update, CRM requirements for sales management, self-implementing CRM, the cost of CRM professional services, preventing scope creep on flat rate engagements, quote to order to invoice, level of detail in CRM requirements, the difference between sales and marketing, low CRM adoption by salespeople, giving salespeople more options, the Benioff and Nadella bromance is over, our past bad annual predictions, a couple of predictions for 2017, Yahoo! announces a new hack.
2016-12-1529 minCRM Talk055 The Internet of BoatsSam's European river cruise & other adventures, Podcasteasy.com, Dreamforce '16 report, Salesforce Einstein, MVPs, Twitter pass, DCLeaks and acquisition targets, government email security.
2016-10-2031 minCRM Talk053 Integrable ERPQuickbooks to CRM integration, data driven digital marketing, Oracle acquires NetSuite, salespeople's first CRM impression, Best CRM advertising site, the $14B CRM debacle, SugarCRM's channel award, sales & marketing alignment. Steve's company's site | Sam's company's site
2016-08-2434 minCRM Talk052 Popup Free ExperienceUsing Uber for business travel, LinkedIn Sales Navigator integration with Microsoft's top competitors, Microsoft Dynamics 365, Salesforce closes DemandWare deal, Chat popups and exit intent popups. Steve's company's site | Sam's company's site
2016-07-2229 minCRM Talk051 CRM Carneros CastSugarCon 2016, Microsoft buys LinkedIn & what Facebook should do, Salesforce buys DemandWare, Klipfolio. Recorded at the beautiful Gloria Ferrer Caves & Vineyards in Sonoma, California. Many thanks to Jason for his excellent service and great insights into sparkling wine. Steve's company's site | Sam's company's site
2016-06-1635 minCRM Talk050 CXM AheadCRM Evolution conference, customer portals, customer experience management (CX, CEM or CXM), Salesforce NA14 downtime, voice commands and CRM, Amazon Echo, Calendly, Google Slides API & CRM use cases. Steve's company's site | Sam's company's site
2016-05-2834 minCRM Talk049 CRM Database CleaningApple news, being an airline
passenger in the 1960's, Sam's CRM database cleaning effort,
limiting the number of marketing automation system records.
Steve's company's
site | Sam's
company's site
2016-04-2733 minCRM Talk048 Stacks of Marketing TechnologySonoma wine, MarTech, the marketing technology stack, how to develop a marketing automation playbook.
Steve's company's site | Sam's company's site
2016-03-2632 minCRM Talk047 CRM Fun & GamesSam and Steve discuss gamification and touch on the benefits of a marketing automation playbook.
Steve's company's site | Sam's company's site
2016-02-2730 minCRM Talk046 El Nino CRMVoice control of CRM, prospect and customer engagement data with Wistia and Attach, CRM poll results, Google Trends for CRM and MA vendors.
Steve's company's site | Sam's company's site
2016-01-3028 minCRM Talk045 Everyone Needs a RewriteNative advertising, removal of CRM features, CRM software rewrites, 2016 predictions, crowdsourced CRM review sites.
Steve's company's site | Sam's company's site
2015-12-1232 minCRM Talk044 CRM ProximitySteve and Sam talk CRM and mapping with Proxima Software founder David Wahl.
Steve's company's site | Sam's company's site
2015-11-2130 minCRM Talk043 Between VacationsSam & Steve discuss Dreamforce, Infor Next San Diego, CPQ technology, Amazon EC2 & S3, Chromebooks, Vertical CRM vendors and LinkedIn as CRM.
Steve's company's site | Sam's company's site
2015-10-1732 minCRM Talk042 Wispy Cirrus Clouds at DreamforceSteve interviews Brandon Bruce, co-founder of CirrusPath, at Dreamforce 2015 in the Admin Zone.
Steve's company's site | Sam's company's site
2015-09-1726 minCRM Talk041 Useful CRM CasesSam and Steve talk about CRM use cases and about a bottle of 2001 Casanova di Neri Brunello.
Steve's company's site | Sam's company's site
2015-08-1935 minCRM Talk039 Hawkish WarriorsAfter congratulating one another for the respective championship victories of the Hawks and the Warriors, Sam and Steve discuss CRM project management, the effectiveness of drip email, big data and predictive analytics.
2015-06-2030 minCRM Talk038 The Salesfortification of SageSteve and Sam lightly deconstruct the Marc Benioff / Stephen Kelly fireside chat about the upcoming release of Sage Life, a small business accounting application that's being built on the Salesforce1 platform. This is followed by a discussion about verticalized CRM.
2015-05-2533 minCRM Talk037 Salesforce Speculation FrenzySam and Steve discuss all the speculation that was sparked by Bloomberg's report that salesforce.com "is working with financial advisors". Zoho's CEO speaks out. CRM product upgrades and rewrites.
2015-05-0531 minCRM Talk035 Salesforce, Microsoft Dynamics CRM or Sugar?Sam, Steve and guest John Kassar discuss the differences and similarities among Sugar, Microsoft Dynamics CRM and Salesforce.
2015-03-1441 minCRM Talk032 Clavicular HardwareAfter talking about Steve's latest mountain bike mishap, Sam and Steve review their batting averages on their 2014 CRM predictions and take a stab at some 2015 predictions.
2015-01-2431 minCRM Talk030 CRM & ERP IntegrationSteve & Sam discuss the differences between integrating CRM & ERP and unifying the two product categories, as well as the challenges that come with either scenario. Sponsored by http://crmswitch.com
2014-11-1530 minCRM Talk029 Index This Mess!Steve & Sam talk to Diane Berry, Chief Knowledge Evangelist at Coveo, about the present state and the future of customer service. Diane explains how to make sense of ever changing data in different formats across different on-premises and cloud systems -- in order to most efficiently solve customer issues.
2014-10-0330 minCRM Talk027 Infor CRM Part DeuxSam and Steve trace Infor's CRM moves from the 2011 bromance between Charles Phillips and Marc Benioff to the recent acquisition of SalesLogix from SwiftPage.
2014-08-2128 minCRM Talk026 Clear Corporate VisionBrian Kelly, CMO of InsideView, joins Sam and Steve to explain how a combination of data, insights and connections helps salespeople and marketers drive highly relevant conversations and communications - and therefore dramatically higher conversion rates.
2014-08-1226 minCRM Talk025 Magical CRM SquaresSteve and Sam discuss Gartner's 2014 Magic Quadrant for Sales Force Automation. Sam airs a few of his CRM pet peeves.
2014-07-2232 minCRM Talk024 Spring FourteensSam and Steve discuss Microsoft's Spring '14 Release Preview Guide & the race to catch up with salesforce.com, switching from HubSpot to Pardot, NetSuite SFA, SalesLogix Xbar and G2 Crowd Grid for CRM.
2014-06-2731 minCRM Talk023 Marketing AutomizationSteve returns to the show eight weeks after his mountain bike crash and talks marketing automation and CRM with Sam
2014-06-1228 minCRM Talk021 Headed for the CloudsDan Ogdon joins Sam & Steve to discuss the coming Act! Cloud and how it will be interwoven with Swiftpage's flagship email marketing offering.
2014-03-1930 min
CRM Talk020 The Bacon of TechnologyDan Reid, the Director of Product Management for partners at DocuSign, Inc., joins Sam and Steve to discuss why everything's better with DocuSign on top of it (including CRM, of course)
2014-02-2841 minCRM Talk019 In Between Polar VorticesSam and Steve discuss extreme weather, SalesLogix 8.1, Microsoft's purchase of Parature, cloud CRM iteration pace, BrightTALK integration with Salesforce, Zendesk's IPO "signals" and more.
2014-01-2530 minCRM Talk018 CRM Spring CleaningRhoda Bernstein, the Director of Strategic Alliances for Dun and Bradstreet, joins Sam and Steve to talk about important business improvements that result from having accurate CRM data.
2014-01-1635 minCRM Talk017 Safe 2014 CRM PredictionsSam & Steve review the year in CRM and make some predictions for 2014 without going too far out on respective limbs.
2013-12-2840 min