CRM Talk

096 Muting Rogan

The west coast in flames, whether a podcaster should host the next presidential debate, CRM product news from Inforum, updates from HubSpot's virtual Inbound conference.

095 Emoji 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

094 Zooming Requirements

A 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.

093 Meteorologist Backdroppings

Musings about online meeting technologies and how they're being used. How CRM vendors are helping out with discounts and free components.

092 Adaptation

Sam & Steve talk about ways to adapt your sales and marketing to our current reality.

091 Work Distancing

090 Craig Charlton, CEO - SugarCRM

089 CRM AI Demixed

088 Power Shutoffs & Parasites

Reasons 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.

087 Beta Blues

Sam'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.

086 Rich Green of SugarCRM

Rich 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.

085 Widespread CRM Panic

Massive 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.

084 Max Altschuler of Outreach

Sam & 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 ....

083 Seedy CRM

A discussion with Greg Martinelli about CRM in the agricultural business. Greg is an ag sales trainer, coach and speaker. Greg's website.

082 Polar CRM

The deep freeze hits Chicago just in time for the bpm'online conference. Sam previews his talk at the conference.

081 Winery CX

Sam'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.

080 UX Darkness

Instead 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).

079 Bionic CRM

Dreamforce 2018, Inform, CRM AI offerings, SugarCRM's input on why they win deals.

078 CRM Destinations

A 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.

077 How 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 quadr...

076 ERP Implementability

Sam 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 a...

075 CRM Investments & Acquisitions

Sam 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.

074 Artificial Reservations

The 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....

073 Countdown To GDPR

GDPR will take effect in just over a month. Ian Gotts of Elements.Cloud returns to discuss GDPR with Sam and Steve.

072 Vanishing Best of Breed

Sam’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...

071 GDPR & CRM

Sam'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.

070 A Review of CRM Review Sites

A discussion about the various CRM review sites. How they work and how to use them.

Sales Productivity Inside of Email

Brandon 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 .

069 Pointless CRM RFP Questions

Sam 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.

068 CRM & ERP Selection

In 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....