Best Zoho CRM Podcasts (2025)

1
Zoho CRM implemented? Check! Now what? How to get traction and the most out of it | Thomas Wittig 34:53

19d ago34:53

34:53

You've implemented Zoho CRM, but what's next? In this episode, Thomas Wittig shares strategies and practices to maximize your CRM's potential and enhance your tools stack. Explore how to move beyond basic implementation, overcome common pitfalls, and leverage your CRM for demand generation and campaign optimization. With insights into creating effe…

1
Boost CRM adoption and build field accountability that sticks 25:16

20d ago25:16

25:16

Matthew Sniff is the Founder and Chief Product Officer at Map My Customers talks about how businesses can boost CRM adoption with field sales reps. Matthew elaborates on the advantages of logging activities by sales reps and how companies can make CRM updates feel less like a chore to their employees. Tune in to learn more! Learn more about Zoho CR…

1
631 - From Scattered Docs to AI-Powered Knowledge with Aaron Edwards 31:20

12h ago31:20

31:20

Why you should listen Aaron Edwards reveals how to create custom AI agents for customer support that achieve 60-70% resolution rates out of the box, dramatically reducing support team workload and costs. Learn how DocsBot provides a flexible, cost-effective alternative to expensive enterprise solutions like Salesforce's AgentForce. Discover innovat…

1
126 AI Account Based Marketing 28:22

5d ago28:22

28:22

Sam 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 connecti…

1
630 - The Death of Hourly Consulting From Time-Selling to Value-Selling in the AI Age with Isar Meitis 41:04

8d ago41:04

41:04

Why you should listen Isar Meitis reveals why small businesses are actually falling behind enterprises in AI adoption—despite predictions they'd run circles around big companies. Learn the critical difference between tactical AI (saving 2 hours on marketing) and strategic AI (transforming your entire business model) and why leadership buy-in determ…

1
629 - Why I Still Have a Coach - Lessons from the Inside 6:42

12d ago6:42

6:42

As a consultant who's been mentoring others for years, I caught myself in the same trap I help my clients escape—overcomplicated everything. Despite helping hundreds of consultants build profitable businesses, I found myself spending more time on tactics than strategy, chasing clients instead of having them come to me. In this episode, I share why …

1
628 - From SI to CX Advisor Building a Profitable Salesforce Practice Without Competing on Price with Cyril Louis 33:40

15d ago33:40

33:40

Why you should listen Cyril Louis shares how Mavericx transformed from a typical Salesforce implementation partner into a trusted CX advisor, offering a proven blueprint for boutique firms looking to escape the commodity trap. Learn how building and leading local communities for 10+ years became a powerful lead generation and recruitment strategy t…

1
Elevate Customer Service with Zoho Desk 22:51

21d ago22:51

22:51

Customer expectations are evolving faster than ever. Is your support keeping up? Join us as we explore how Zoho Desk is helping businesses navigate this changing landscape. We'll unpack the critical need for seamless omnichannel experiences, where customers can connect on their terms, and how Zoho Desk unifies channels like IM, email, and social me…

1
627 - SMS Isn’t Spam It’s Your 98% Open Rate Gold Mine with Chris Brisson 36:26

22d ago36:26

36:26

Why you should listen Chris Brisson reveals how SMS achieves 98% deliverability rates compared to declining email open rates, giving tech consultants an unfair advantage in client communication. Learn the "Textize Your Business" framework that turns every touchpoint in your client journey into a conversation starter, from lead generation to getting…

1
How Zuno Reinvents Compliance Training with AI, UX, and Behavioral Science | Sanja Gardašević 25:34

22d ago25:34

25:34

🎧 Episode Summary In this episode, Thomas Wittig speaks with Sanja Gardašević, co-founder of Zuno Games, a Montenegrin edtech startup transforming compliance and ESG training through interactive microlearning and behavioral design. Sanja shares her journey from marketing to product innovation, and how Zuno combines AI, UX, and behavioral science to…

1
626 - Are You Building a Business or Just Buying Yourself a Job? 9:33

26d ago9:33

9:33

As a tech or AI consultant who's built your business to mid-six figures, you might think you're sitting on a valuable asset. But here's the brutal reality: if your business wouldn't survive without you, you don't have a business—you've bought yourself the world's most expensive, stressful job. In this episode, I share the exact framework buyers use…

1
625 - The Salesforce Partner's AI Dilemma with Sanjeet Mahajan 28:58

29d ago28:58

28:58

Why you should listen Sanjeet Mahajan shares his journey building AgentForce agents and custom AI solutions, revealing the critical prompt engineering techniques that eliminate hallucinations and deliver real ROI. Learn the decision framework for when to use AgentForce versus building custom agents with LangChain and CrewAI, plus real case studies …

1
624 - How to Turn Client Cloud Platform Pain Into Profitable Migration Projects with Jon Topper 32:41

1M ago32:41

32:41

Why you should listen Jon Topper reveals how to transform client cloud platform complaints into profitable migration projects, including access to substantial AWS funding programs most consultants don't know exist. Learn the real truth about AWS partnerships - why they don't deliver leads as promised and the relationship strategy that actually work…

1
623 - Struggling to Pick a Niche? 9:45

1M ago9:45

9:45

As a tech consultant, you're probably exhausted from chasing every opportunity that comes your way - bouncing between industries whenever a referral pops up. You know you need to specialize, but choosing a niche feels risky when you're already pulling in decent revenue and worried about leaving money on the table. The truth is, staying a generalist…

1
622 - Why Your Clients are Still Stuck in CRM Hell at 10PM (And How AI Fixes It) with Gaurav Bhattacharya 39:24

1M ago39:24

39:24

Why you should listen Gaurav shares how Jeeva.ai is revolutionizing sales automation by making AI-powered outreach as simple as ChatGPT, without the complexity of tools like Clay. Learn how to cut through the noise of generic AI outreach with personalized, multi-channel strategies that actually improve deliverability and response rates. Discover th…

1
621 - Why ‘Giving First’ Beats Funnels and Ads for Consulting Success with André van Kampen 25:02

2M ago25:02

25:02

Why you should listen André van Kampen reveals how his 9-year hospitality background became his secret weapon for delivering exceptional client care in Salesforce consulting, going the extra mile that sets him apart from competitors. Discover how building and nurturing the ISV community in Europe created multiple revenue streams while establishing …

1
620 - The Death of Billable Hours 8:00

2M ago8:00

8:00

As a consultant, you're probably feeling the ground shift beneath your feet right now. While everyone's celebrating AI's promise to make us 10x more productive, I'm seeing a darker reality unfold. Your biggest clients are starting to question why they should pay $200 an hour for work they know AI can handle in minutes. Fortune 1000 CEOs aren't wait…

1
Maintaining A Clean CRM 22:33

2M ago22:33

22:33

Is your CRM a goldmine or a garbage heap? Dive into the critical world of CRM data quality with our podcast. We'll unravel why accurate, reliable, and usable CRM data is the bedrock of efficient operations, laser-focused marketing, booming sales, and exceptional customer experiences. Explore the hidden costs of poor data – wasted time, missed oppor…

1
619 - From 53 Clicks to 1 Voice Command: How Myko Fixes CRM Adoption with Trevor Lee 26:25

2M ago26:25

26:25

Why you should listen Trevor reveals how Myko solves the age-old problem of sales reps not entering data into Salesforce by using voice technology to eliminate the 53-click process down to 15 seconds Learn how poor CRM data entry is blocking your AI initiatives and downstream analytics, and discover a practical solution that integrates seamlessly w…

1
Turning Insurance into Impact: Megan Rubeck’s Story of Growth, Grit, and Customer Care 33:11

2M ago33:11

33:11

In this episode of the Small Business Squad, we sit down with Megan Rubick, co-owner of Allied Insurance Agency with locations in Brazil and Terre Haute, Indiana. Megan shares her unexpected journey from nursing to insurance, the lessons learned through acquiring a business, and how she and her husband Scott are redefining what it means to be “risk…

1
From Factory Floors to Coffee Pour: How Jordy Built a Buzz with Jordy's Coffee Corner 22:54

2M ago22:54

22:54

In this episode of the Small Business Squad, we're joined by Jordy Wiegand, the energetic owner of Jordy’s Coffee Corner in Spencer, Indiana. What started as a dream inspired by coffee shacks in Alaska has quickly become a beloved local staple—serving not only top-tier coffee but also laughs and loyalty. Jordy shares how he went from working in uti…

1
618 - Why 86% of Cyberattacks Now Hit SMBs First and How to Protect Them with René-Sylvain Bedard 27:52

2M ago27:52

27:52

Why you should listen Learn why SMB clients are now the #1 target for cyberattacks and how attackers operate (with shocking real-world examples). Discover how Microsoft partners can add value and margin with simplified cybersecurity services — even without deep in-house expertise. Find out how to protect your firm and clients from ransomware and li…

1
Informatica y Salesforce: ¿Qué significa para tu IA, tus datos y tu CRM? 49:36

2M ago49:36

49:36

La reciente adquisición de Informatica por parte de Salesforce no es solo una compra más. Es un paso estratégico para cerrar una brecha clave en la arquitectura de datos moderna: la calidad, integración y gobernanza de la información. En una edición especial del pódcast Cápsulas de Customer Engagement, conversamos con Luz Dary Ferreira e Israel Reg…

1
617 - How Top Consultants Are Winning in 2025 4:55

2M ago4:55

4:55

If you’ve been feeling like the consulting game is changing fast—and no one gave you the playbook—you’re not alone. In this episode, I break down why being tied to just one SaaS platform is holding too many consultants back. The market is moving toward AI, automation, and cross-platform solutions—and clients simply want results. I share why I’ve sh…

1
616 - Scaling a RevOps Consultancy from Freelancer to Team with Kathryn Castle 29:16

2M ago29:16

29:16

Why you should listen Learn how Kathryn scaled from solo freelancer to a strategic RevOps firm serving VC-backed SaaS companies Discover the real impact of AI on RevOps—and why data hygiene is more critical than ever Hear how Kathryn balances strategy, tech, and team building to retain clients for 18+ months SaaS companies grow fast—and Kathryn Cas…

1
615 - How to Use Twitter DMs to Book More B2B Sales Calls with Alex Peñuñuri 35:35

3M ago35:35

35:35

Why you should listen Discover why Twitter (X) DMs are outperforming cold email and LinkedIn for tech outreach Learn how to build high-quality lead lists using followers, bio keywords, and AI-enhanced targeting Get a behind-the-scenes look at Drippy.ai, the platform automating Twitter outreach with personalized, scalable messages Most SaaS consulta…

1
614 - I’ll Do the AI Homework So You Don’t Have To 7:49

3M ago7:49

7:49

If you’re still trying to “figure out AI” in the cracks of an overloaded week, you’re not alone. Most SaaS consultants are stuck waiting—for platforms like Salesforce or HubSpot to release perfect features, or for clients to ask the right questions. Meanwhile, the biggest margin opportunity in years is passing by. In this solo episode, I share how …

1
How to win public tender projects? Stefan Morcov - Hermix. 30:46

3M ago30:46

30:46

In this episode, Thomas Wittig interviews Stefan Morcov from Hermix about the winning public tender projects and the market dynamics in Europe. They discuss the unique characteristics of the public sector, the importance of data and technology in tendering, and how AI is transforming the landscape. Stefan shares insights on best practices for winni…

1
Decoding Email Deliverability: Your Guide to Inbox Success 19:04

3M ago19:04

19:04

Tired of your emails landing in Spam? Our podcast cracks the code of email deliverability, revealing the crucial factors that determine inbox placement. We'll explore why sender reputation is king, treating it as your email "credit score" and how engagement is the new currency, with opens, clicks, and even time spent in emails heavily influencing w…

1
125 The Future of CRM with Clint Oram 33:27

3M ago33:27

33:27

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.…

1
613 - Turn AI Chaos Into Client Results, Fast with Kate vanderVoort 37:35

3M ago37:35

37:35

Why you should listen Kate breaks down exactly where to start, without chasing shiny tools. Learn how to build AI systems they’ll actually adopt. Kate shares how to train GPTs on your tone and strategy. If AI still feels overwhelming, like you’re already behind or unsure where to start, you’re not alone. In this episode, I speak with Kate VanderVoo…

1
Modern CRM Starts with Engagement | Pipeliner CRM | Practical AI 55:51

3M ago55:51

55:51

In this episode of 'Tomando Cafe con Jesús Hoyos', I interviewed Don Araldi, the Executive Vice President of Global Sales at Pipeliner CRM. We discuss the unique features of Pipeliner CRM, emphasizing its focus on engagement rather than just traditional CRM functionalities. Don explains how Pipeliner CRM integrates practical AI to enhance sales pro…

1
Digital Growth for SMEs - Miguel Sequeira Braga with Thomas Wittig 22:39

3M ago22:39

22:39

In this conversation, Thomas Wittig and Miguel Sequeira Braga discuss the transformative journey of small and medium enterprises (SMEs) through digitalization and agile methodologies. Miguel shares insights from his experience at Creative Management, focusing on the challenges SMEs face, the importance of incremental changes, and the effective use …

1
612 - AI Agents Are the New Hires with Ken Gavranovic 35:11

3M ago35:11

35:11

Why you should listen Learn how to build your own AI revenue streams now with agents and digital employees. Get a reality check on where AI adoption is really at—and how it’s disrupting mid-tier SaaS faster than you think. Hear practical agent use cases across sales, support, and delivery—straight from a tech leader who's helped raise $ 400 M+ and …

1
611 - From CRM to Agents: How SaaS Consultants Can Sell Bigger Deals with AI 6:36

3M ago6:36

6:36

Too many SaaS Consulting Partners are stuck in wait mode. Waiting for Salesforce or HubSpot to drop the perfect AI feature. Waiting for clients to ask the right questions. Waiting until they feel “ready.” Meanwhile? They’re missing the highest-margin opportunity since CRM implementations first exploded: custom AI agents. In this episode, I break do…

1
610 - Stop Competing on Vendor Badges: Build a Brand Clients Actually Want to Buy with Erica Hakonson 46:05

3M ago46:05

46:05

Why you should listen Learn how poor positioning and generic messaging quietly kill your deals before the first call. Erica shares what to do when word of mouth plateaus—and how to attract buyers who don’t know you yet. Discover how to be “AI-findable” and get found in marketplace searches before your competitors. If your marketing sounds just like…

1
609 - RevOps Reimagined: AI, Agility, and the End of Cold Outreach with Jacki Leahy 27:08

4M ago27:08

27:08

Why you should listen Understand why rigid RevOps systems are failing SaaS teams today—and what to build instead. Get actionable tips on using AI (like Clay and ChatGPT) to scale without losing your personal touch. Hear how Jacki uses LinkedIn like a "social butterfly" to create inbound interest through strategic commenting. Still clinging to outda…

1
608 - Your Challenge Isn’t Unique—But Your Response Is What Sets You Apart 11:37

4M ago11:37

11:37

If you’ve ever thought, “Am I the only one dealing with this?”—you’re not. In this solo episode of the Paul Higgins Podcast, I dive into the 5 most common challenges SaaS Consulting Partners are facing today—directly from real conversations inside our group calls. From burnout to ghosted deals, half-built funnels to delegation struggles, these aren…

1
1 Cloud Consultants - The Zoholics UK Awards Podcast 8:47

4M ago8:47

8:47

Welcome to the podcast that is the deep dive you need to thrive. In this episode of One Cloud Talks, we explore the exciting categories that spotlight the incredible achievements of Zoho users across the United Kingdom. We'll dive into the essence of each award, from the AI Trailblazer, which recognizes those boldly integrating Zoho's AI capabiliti…

1
607 - More Deals, Less Drama: How AI Revolutionizes Outreach for SaaS Consulting Partners with Casey O’Toole 32:44

4M ago32:44

32:44

Why you should listen Discover how AI can continue conversations in your tone—without sounding robotic or off-brand. Learn how to win more deals by replying faster, even when you’re not online. Get clarity on what AI can handle in outreach—and where your human touch still matters. If you’re still stuck doing manual outreach—or your LinkedIn automat…

1
How to Motivate & Manage Outside Sales in an Uncertain Economy 28:20

4M ago28:20

28:20

Steve Benson, CEO and Founder of Badger Maps talks about how businesses can manage their outside sales in an uncertain economy. He highlights how modifying your messaging and sales strategy alongside empowering your sales people with the right tools can help businesses get ahead of their competition in a challenging economy. Tune in to learn more! …

1
La evolución de la inteligencia artificial en la industria del CRM 36:26

4M ago36:26

36:26

La evolución de la inteligencia artificial en la industria del CRM. Jesus discute los desafíos y oportunidades que surgen con esta transformación, así como la importancia de la calidad de los datos y la convergencia de tecnologías en el futuro del CRM. El CRM del futuro será como charlar con tu computadora: pides algo con voz o texto y la IA lo res…

1
606 - Beyond the Owner Bottleneck: Systematizing Your SaaS Consulting Firm with AI with Andy Forbes 35:39

4M ago35:39

35:39

Why you should listen Learn why most AI tools still underdeliver for Salesforce consultants—and how to close the gap with your own processes. Discover how to practically use ChatGPT Pro for Salesforce delivery (not just theory). Understand why AI Process Engineering is emerging as a critical trend—and what it means for the future of consulting. If …

1
Zoho y el Mercado de América Latina #ZohoDay25 33:54

4M ago33:54

33:54

Podcast grabado en el evento de analistas de Zoho 2025 en Austin, Texas. #zohoday25 Podcast de CRM: https://podcast.cx2advisory.com/episodes/ Zoho y el Mercado de América Latina Carla Garcia y Fernando Sotelo discuten el crecimiento y las operaciones de Zoho en América Latina durante este episodio del podcast en Austin, Texas, especialmente hablamo…

1
605 - You Can't Own a Niche You Don't Understand 7:10

4M ago7:10

7:10

Quick rejections. Ghosted follow-ups. Deals that vanish after a seemingly great call. Sound familiar? In this solo episode, I dig into the real reason your sales aren't landing—you're not speaking your clients' language. It’s not your solution that’s off—it’s your understanding of how your niche buyers actually make decisions. I share lessons from …

1
604 - Why Your Client’s Outbound Isn’t Working—and the Data-Driven Fix That Is with Jordan Crawford 40:51

4M ago40:51

40:51

Why you should listen Learn why tech isn’t the real reason outbound fails—and how messaging rooted in insight changes everything. Discover how to craft Permissionless Value Propositions (PVPs) that prospects want to read before they know your name. Understand how to guide clients beyond tools like Clay and Apollo and into high-impact GTM strategies…

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Zoho CRM Podcasts

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