113 CRM AI Use Cases CRM Talk podcast

CRM Talk podcast artwork

Marketo Microsoft Pardot Salesforce Zoho CRM Switch Sam Biardo Steve Chipman MBA Creatio Marketing Business HubSpot SugarCRM CRM

Player FM - Internet Radio Done Right

72 subscribers

Marketing Roundup

Added eleven years ago

Content provided by CRM Switch, Steve Chipman, and Sam Biardo. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CRM Switch, Steve Chipman, and Sam Biardo or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

<

<div class="span index">1</div> <span><a class="" data-remote="true" data-type="html" href="/series/subtext-and-discourse-art-world-podcast">Subtext and Discourse | Art World Podcast</a></span>

<div class="span index">1</div> <span><a class="" data-remote="true" data-type="html" href="/series/subtext-and-discourse-art-world-podcast">Subtext and Discourse | Art World Podcast</a></span> podcast artwork

<div class="span index">1</div> <span><a class="" data-remote="true" data-type="html" href="/series/subtext-and-discourse-art-world-podcast">Subtext and Discourse | Art World Podcast</a></span> podcast artwork

1
Subtext and Discourse | Art World Podcast

1 day ago1d ago

Monthly

The art world and associated market are famously opaque and can at times be exclusive. Berlin based gallery director and educator Michael Dooney speaks with artists, curators and other professionals who share their personal experiences of this unique field. If you have ever felt unsure about walking into a gallery, wish to understand more about creativity or better understand how this complex industry works, then tune in every second Monday to hear the insightful conversations with these inspiring individuals.

CRM Talk « »
113 CRM AI Use Cases

2 years ago 31:31

Share

MP3•Episode home

Content provided by CRM Switch, Steve Chipman, and Sam Biardo. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CRM Switch, Steve Chipman, and Sam Biardo or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Sam and Steve discuss CRM AI use cases for sales, marketing, customer service, customization & configuration, data migration & integration, analytics, and automations.

… continue reading

107 episodes

#Marketo #Microsoft #Pardot #Salesforce #Zoho #CRM Switch #Sam Biardo #Steve Chipman #MBA #Creatio #Marketing #Business #HubSpot #SugarCRM #CRM

CRM Talk podcast artwork

113 CRM AI Use Cases

72 subscribers

published 2 years ago

Share

MP3•Episode home

Content provided by CRM Switch, Steve Chipman, and Sam Biardo. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CRM Switch, Steve Chipman, and Sam Biardo or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Sam and Steve discuss CRM AI use cases for sales, marketing, customer service, customization & configuration, data migration & integration, analytics, and automations.

… continue reading

107 episodes

#Marketo #Microsoft #Pardot #Salesforce #Zoho #CRM Switch #Sam Biardo #Steve Chipman #MBA #Creatio #Marketing #Business #HubSpot #SugarCRM #CRM

All episodes

×

Artwork

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

5 weeks 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.…

Artwork

1
124 Jen Noonan of Infor 39:02

12 weeks ago39:02

39:02

Jennifer 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 Infor’s cloud offerings.…

Artwork

1
123 CRM Readiness Challenge 31:41

19 weeks ago31:41

31:41

Is 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/

Artwork

1
122 AI Agent Ascension 29:08

31 weeks ago29:08

29:08

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 in their Starfish product, including their pricing strategy of raising rates to cover AI token costs. They also explore various pricing models for AI services, from token-based to per-question pricing, and discuss the integration trends they're seeing in the industry, particularly with ServiceNow, HubSpot, and Infor. The conversation concludes with a discussion of sales tax software integration needs and AI-powered headshot generation tools. Sam LinkedIn : linkedin.com/in/sambiardo/ Steve LinkedIn: linkedin.com/in/schipman/ Steve X: @stevechipman…

Artwork

1
121 Deploying CRM Successfully 33:08

37 weeks ago33:08

33:08

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 challenges with legacy systems, project management and AI tools, reporting and dashboard creation, measuring success criteria, and data migration best practices. Sam LinkedIn : linkedin.com/in/sambiardo/ Steve LinkedIn: linkedin.com/in/schipman/ Steve X: @stevechipman…

Artwork

1
120 HubSpot vs. Salesforce 42:21

41 weeks ago42:21

42:21

Sam 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 . Sam LinkedIn : linkedin.com/in/sambiardo/ Steve LinkedIn: linkedin.com/in/schipman/ Steve X: @stevechipman…

Artwork

1
119 Sati Hillyer of OneMob 34:30

1 year ago34:30

34:30

Steve 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 at https://onemob.com/pricing-benefits/…

Artwork

1
118 Always Be Video Closing 32:37

1 year ago32:37

32:37

Sam 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.

Artwork

1
117 Ross Simmonds of Foundation Marketing 41:57

1 year ago41:57

41:57

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.…

Artwork

1
116 Quote-to-Crypto 31:01

1 year ago31:01

31:01

Steve 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.…

Artwork

1
115 Your Perfect AI Self 32:54

2 years ago32:54

32:54

AI-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, presentations, and videos. Key takeaways are that AI is extremely helpful for accelerating content creation and distribution but should be used carefully and edited by humans for the best results. The hosts emphasize keeping human-created, original text for critical content like blogs. They note AI content lacks nuance and sounds formulaic if not edited. Data shows that human-optimized content ranks better in search. Other topics include using AI for sales enablement assets, contracts, policies, CRM, training, and deflecting questions. AI is great for outlines, titles, descriptions, and images, but human creativity is essential for resonance and ranking. X thread prompt "Create an X (formerly Twitter) thread from this article https://yourcompany.com/blog/postname. Ignore the information in the page's footer. Create a 5-part thread, with 3-4 lines each. Each part should lead the reader to read the next part of the thread. Do not use hashtags."…

Artwork

1
114 Is SEO Dead? 29:53

2 years ago29:53

29:53

Steve and Sam talk about the state of SEO in the context of CRM and leads.

Artwork

1
113 CRM AI Use Cases 31:31

2 years ago31:31

31:31

Sam and Steve discuss CRM AI use cases for sales, marketing, customer service, customization & configuration, data migration & integration, analytics, and automations.

Artwork

1
112 Dumbed Down By AI 37:09

2 years ago37:09

37:09

Sam & Steve forget how to think on their own, Enterprise AI megatrends, using ChatGPT for CRM test cases and test data

Artwork

1
111 Generative CRM & Marketing 34:23

2 years ago34:23

34:23

Tech layoffs, low-code development, ChatGPT in marketing, social media marketing

C

CRM Talk

CRM Talk podcast artwork

1
110 How Low Can You Code? 30:26

3 years ago30:26

30:26

CRM and CRM-related news & information for April 2022.

C

CRM Talk

CRM Talk podcast artwork

1
109 Scott Eller of Neuraswitch 31:54

3 years ago31:54

31:54

Steve and Sam talk to Scott Eller, Chief Relationship Officer & Co-founder of Neuraswitch about transcription, redaction, and sentiment analysis.

C

CRM Talk

CRM Talk podcast artwork

1
108 Skynet Marketing 33:23

4 years ago33:23

33:23

A rundown of current marketing & sales AIs.

C

CRM Talk

CRM Talk podcast artwork

1
107 Mathematical CRM Failure 39:10

4 years ago39:10

39:10

Sam 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…

C

CRM Talk

CRM Talk podcast artwork

1
106 Kevin Snow of Time On Target 32:21

4 years ago32:21

32:21

Steve 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

C

CRM Talk

CRM Talk podcast artwork

1
105 Andy Zambito of Creatio 29:54

4 years ago29:54

29:54

Andy 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.

C

CRM Talk

CRM Talk podcast artwork

1
104 Listmania Part Deux 28:55

4 years ago28:55

28:55

10 questions you should ask when looking at integrating your CRM, 5 reasons a spreadsheet is not a database, 8 plugins to use with your new Wordpress site (relating to Google's new page experience standard)

C

CRM Talk

CRM Talk podcast artwork

1
103 Are You Listicling? 30:03

4 years ago30:03

30:03

Sam and Steve verbally expand on several of their respective listicles.

C

CRM Talk

CRM Talk podcast artwork

1
102 Jeffrey Russo of HubSpot 28:34

4 years ago28:34

28:34

An interview with Jeffrey Russo, Director of Product, Sales Hub Go-to-Market at HubSpot. HubSpot's evolution from a marketing system to broader front office solution, focusing on the needs of the user experience, streamlining the quote-to-cash process, moving up market, getting "technical debt" that exists within organizations out of the way of the customer experience, applying functionality such as automations across different departments and use cases, HubSpot's durable partner channel, Conversation Intelligence , sales coaching based on transcripts, applying machine learning to transcripts, honoring two party states & countries, HubSpot's advantage for applying revenue attribution to marketing efforts.…

C

CRM Talk

CRM Talk podcast artwork

1
101 CRM Millions and Billions 29:33

4 years ago29:33

29:33

Creatio raises $68 million, HubSpot goes enterprise, Sugar's HD-CX, AWS and AI, Salesforce eyes $50 billion in five years. Creatio's first ever funding announcement video Rich Green's Deep Learning & Time video

C

CRM Talk

CRM Talk podcast artwork

1
100 VAXRM 32:29

4 years ago32:29

32:29

Salesforce'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.…

C

CRM Talk

CRM Talk podcast artwork

1
099 Slackquisition 33:20

5 years ago33:20

33:20

Salesforce's acquisition of Slack (and Acumen), SugarCRM acquires its largest partner W-Systems, CRM vendors & leads, getting found for CRM searches, Creatio's 24 hour event, low-code solutions, BA to developer ratios, Facebook acquires Kustomer, visual development tools & whether they are necessarily simple, the Microsoft/C3.ai/Adobe alliance, CRM predictions for 2021.…

C

CRM Talk

CRM Talk podcast artwork

1
098 Wistia Adds Audio 15:39

5 years ago15:39

15:39

An interview with Josh Johnson, senior product manager at Wistia, about Wistia's new audio hosting platform for marketers. Learn more about the audio offering. Chris Lavigne's excellent post and video about how to build a Soapbox Station for video recording.

C

CRM Talk

CRM Talk podcast artwork

1
097 David Campbell of SugarCRM 37:04

5 years ago37:04

37:04

David Campbell, Vice President of Product Marketing at SugarCRM, joins Sam & Steve to discuss sales, marketing, customer support, data, AI and the customer experience.

C

CRM Talk

CRM Talk podcast artwork

1
096 Muting Rogan 35:57

5 years ago35:57

35:57

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.

C

CRM Talk

CRM Talk podcast artwork

1
095 Emoji Queries❓ 33:02

5 years ago33:02

33:02

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

C

CRM Talk

CRM Talk podcast artwork

1
094 Zooming Requirements 34:15

5 years ago34:15

34:15

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.

C

CRM Talk

CRM Talk podcast artwork

1
093 Meteorologist Backdroppings 30:32

5 years ago30:32

30:32

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

C

CRM Talk

CRM Talk podcast artwork

1
092 Adaptation 27:02

5 years ago27:02

27:02

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

C

CRM Talk

CRM Talk podcast artwork

1
091 Work Distancing 29:20

5 years ago29:20

29:20

C

CRM Talk

CRM Talk podcast artwork

1
090 Craig Charlton, CEO - SugarCRM 32:26

5 years ago32:26

32:26

C

CRM Talk

CRM Talk podcast artwork

1
089 CRM AI Demixed 33:56

6 years ago33:56

33:56

C

CRM Talk

CRM Talk podcast artwork

1
088 Power Shutoffs & Parasites 28:11

6 years ago28:11

28:11

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.…

C

CRM Talk

CRM Talk podcast artwork

1
087 Beta Blues 25:01

6 years ago25:01

25:01

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.

C

CRM Talk

CRM Talk podcast artwork

1
086 Rich Green of SugarCRM 30:02

6 years ago30:02

30:02

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.…

C

CRM Talk

CRM Talk podcast artwork

1
085 Widespread CRM Panic 32:01

6 years ago32:01

32:01

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.

C

CRM Talk

CRM Talk podcast artwork

1
084 Max Altschuler of Outreach 31:45

6 years ago31:45

31:45

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 .…

C

CRM Talk

CRM Talk podcast artwork

1
083 Seedy CRM 29:51

6 years ago29:51

29:51

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

C

CRM Talk

CRM Talk podcast artwork

1
082 Polar CRM 31:41

6 years ago31:41

31:41

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

C

CRM Talk

CRM Talk podcast artwork

1
081 Winery CX 36:56

7 years ago36:56

36:56

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.

C

CRM Talk

CRM Talk podcast artwork

1
080 UX Darkness 30:19

7 years ago30:19

30:19

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).…

C

CRM Talk

CRM Talk podcast artwork

1
079 Bionic CRM 30:29

7 years ago30:29

30:29

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

C

CRM Talk

CRM Talk podcast artwork

1
078 CRM Destinations 31:03

7 years ago31:03

31:03

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.…

C

CRM Talk

CRM Talk podcast artwork

1
077 How Suite It Is (For SugarCRM) 26:46

7 years ago26:46

26:46

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 up. Will Google acquire a CRM vendor? Google's Hangouts Meet as a viable online meeting app.…

C

CRM Talk

CRM Talk podcast artwork

1
076 ERP Implementability 24:17

7 years ago24:17

24:17

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 and implementation for ERP and for CRM are contrasted.…

C

CRM Talk

CRM Talk podcast artwork

1
075 CRM Investments & Acquisitions 33:56

7 years ago33:56

33:56

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.…

C

CRM Talk

CRM Talk podcast artwork

1
074 Artificial Reservations 29:52

7 years ago29:52

29:52

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.…

C

CRM Talk

CRM Talk podcast artwork

1
073 Countdown To GDPR 34:22

7 years ago34:22

34:22

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

C

CRM Talk

CRM Talk podcast artwork

1
072 Vanishing Best of Breed 31:56

7 years ago31:56

31:56

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 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, at 10am CDT Register here…

C

CRM Talk

CRM Talk podcast artwork

1
071 GDPR & CRM 31:15

7 years ago31:15

31:15

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.

C

CRM Talk

CRM Talk podcast artwork

1
070 A Review of CRM Review Sites 30:48

7 years ago30:48

30:48

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

C

CRM Talk

CRM Talk podcast artwork

1
Sales Productivity Inside of Email 36:21

8 years ago36:21

36:21

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 .

C

CRM Talk

CRM Talk podcast artwork

1
069 Pointless CRM RFP Questions 31:20

8 years ago31:20

31:20

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.

C

CRM Talk

CRM Talk podcast artwork

1
068 CRM & ERP Selection 32:02

8 years ago32:02

32:02

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.…

C

CRM Talk

CRM Talk podcast artwork

1
Lars Helgeson of GreenRope 31:29

8 years ago31:29

31:29

The 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 person to own CRM within an organization, the weak CRM component of many “all-in-one” solutions, GreenRope’s approach to vertical markets through private-label resellers, GreenRope’s pure organic growth, the value of having operations-side applications such as events and LMS built into the platform, integrated predictive analytics, how to get a no-pressure, consultative demo of GreenRope.…

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

Listen to 500+ topics

Quick Reference Guide

Top Podcasts

The Bill Simmons Podcast

Comedy of the Week

How Did This Get Made?

Doug Loves Movies

TED Talks Daily

NBC Nightly News with Tom Llamas

The World This Hour

Daily Boost Motivation and Coaching

This American Life

Sword and Scale

Help/FAQ | Upgrade | Advertise

Arts|Business|Comedy|Economics|Entertainment|News|Politics|Religion

Science|Soccer|Sports|Storytelling|Technology|True Crime

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright

Listen to this show while you explore