CRM Talk artwork

CRM Talk

125 episodes - English - Latest episode: about 2 months ago - ★★★★★ - 14 ratings

Discussions about CRM and marketing automation solutions and best practices. Analysis of the latest CRM and CRM-related industry news. Hosted by Steve Chipman from CRM Switch https://www.crmswitch.com and Sam Biardo from Technology Advisors http://techadv.com

Tech News News Business crm hubspot salesforce sugarcrm creatio marketo microsoft pardot zoho
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Episodes

025 Magical CRM Squares

July 22, 2014 00:44 - 32 minutes - 45.1 MB

Steve and Sam discuss Gartner's 2014 Magic Quadrant for Sales Force Automation. Sam airs a few of his CRM pet peeves.

024 Spring Fourteens

June 27, 2014 00:56 - 31 minutes - 43.4 MB

Sam 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.

023 Marketing Automization

June 11, 2014 22:55 - 28 minutes - 38.9 MB

Steve returns to the show eight weeks after his mountain bike crash and talks marketing automation and CRM with Sam

022 CRM Requirements Specificity

March 25, 2014 01:43 - 30 minutes - 42.3 MB

The benefits to defining your CRM requirements as early as possible. Base's move from Chicago to the Bay area. Microsoft's CRM strategy. Native advertising explained. Twitter today.

021 Headed for the Clouds

March 19, 2014 13:55 - 30 minutes - 41.6 MB

Dan Ogdon joins Sam & Steve to discuss the coming Act! Cloud and how it will be interwoven with Swiftpage's flagship email marketing offering.

020 The Bacon of Technology

February 28, 2014 02:56 - 41 minutes - 57.1 MB

Dan 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)

019 In Between Polar Vortices

January 25, 2014 02:51 - 30 minutes - 42.5 MB

Sam 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.

018 CRM Spring Cleaning

January 16, 2014 02:11 - 35 minutes - 48.6 MB

Rhoda 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.

017 Safe 2014 CRM Predictions

December 27, 2013 23:00 - 40 minutes - 55.8 MB

Sam & Steve review the year in CRM and make some predictions for 2014 without going too far out on respective limbs.

016 Sales Lead Handoffabilityness

December 19, 2013 01:22 - 45.6 MB

Sam and Steve discuss the lead qualification process and the best time for inside sales to handoff a marketing qualified lead to outside sales -- and at what point the lead should be converted to an account/contact/opportunity

015 The CRMification of Email

December 13, 2013 03:48 - 51.7 MB

Glenn Lehner of LinkPoint360 and Brandon Bruce of CirrusPath, publishers of Cirrus Insight, join Steve and Sam to discuss an assortment of topics around email client to CRM integration.

014 @Nolin (with an "i") on Content Marketing

November 30, 2013 00:40 - 54.7 MB

Steve and Sam are joined by Nolin LeChasseur of Brainrider for an insightful discussion about B2B content marketing and lead generation.

013 Califorceia Dreamin'

November 22, 2013 01:39 - 44 MB

Sam gets out of a speeding ticket in Wisconsin; Steve reports in on Dreamforce; 1-1-1 giving; mobile, mobile, mobile; the CRM masses; risky CRM demos that worked; SugarCRM's guerilla marketing effort.

012 CRM and Desert Golf

November 08, 2013 02:34 - 43.9 MB

Sam reports in from the SwiftPage partner conference in Scottsdale, AZ; the latest on SalesLogix and ACT!; Contatta's low-key partner guerilla marketing; the pros and cons of mix and matchable CRM licenses; Google Apps vs. Office 365; the latest from Nimble; the commoditization of CRM

011 In The Weedy Clouds With Clint Oram

October 17, 2013 00:00 - 49.3 MB

Sam and Steve interview Clint Oram, co-founder and CTO of SugarCRM about the latest release of Sugar and how the changes relate to the user experience. Topics range from an exploration of the technological CRM weeds to contemporary business and user requirements -- and how CRM should ideally solve these needs.

010 Trusting Your CRM Consultant

October 10, 2013 07:30 - 34.9 MB

Establishing trust between a CRM consultant and a customer, the concept of a proof-of-concept, Steve pokes fun at Microsoft's CRM video script writer, Marc Benioff and Michael Arrington lightly spar before delaring their bromantic affection for one another, the hackiness of CRM journalism. Hosted by Steve Chipman and Sam Biardo.

009 Duped by CRM

October 08, 2013 07:30 - 46.3 MB

Steve and Sam discuss duplicate prevention and duplicate checking in CRM.

008 The Joys of CRM Data Migration

October 04, 2013 00:57 - 40.6 MB

Why CRM data migration is more complex than most people naturally assume, what's wrong with CRM RFPs, A Sugar competitive advantage, Microsoft's reimagined UI, Salesforce's seamless upgrades. Hosts: Steve Chipman and Sam Biardo

007 Matt Gorniak on Following the Crowd

September 19, 2013 01:30 - 32.2 MB

Steve and Sam interview Matt Gorniak, Co-Founder of G2 Growd. G2 Crowd was started to change the game in business technology buying. G2 Crowd provides people with trusted advice from their industry peers through unbiased product ratings and reviews.

006 Kevin Myers is Moving Swiftly

September 09, 2013 07:30 - 43.7 MB

Steve and Sam interview Kevin Myers, CMO of Swiftpage. Kevin talks about the Swiftpage acquistion of ACT! and SalesLogix, all the rebranding effort needed, the vision for the two products, what the respective markets are, the go to market strategy, what to expect in the coming months, leveraging predictive analytics, getting back into the good graces of analysts and partners, plus a lot more. Hosts: Steve Chipman and Sam Biardo

005 Ridiculously Smart Email

September 06, 2013 04:19 - 38.6 MB

Musings about intelligent email, why grandma needs a Chromebook, Salesforce earnings, Benioff's long view, Salesforce Winter '14, Who is CRMNext, anyway?, Microsoft's Nokia acquisition, what we miss about our BlackBerrys. Hosts: Steve Chipman of Lexnet Consulting Group, Sam Biardo of Technology Advisors

004 Pat Sullivan... He's Baaack!

August 25, 2013 07:00 - 25.1 MB

Steve and Sam interview Pat Sullivan and ask him about Contatta, his latest CRM venture. Pat was the co-creator of ACT!, which was the product that defined the Contact Management category. Pat also founded SalesLogix, which became the #1 mid-market CRM software in the world. Hosts: Steve Chipman and Sam Biardo

003 A Sweet Week for SugarCRM

August 23, 2013 07:00 - 28.9 MB

SugarCRM raises $40 million, Sam talks about the CRM Evolution conference, Steve talks about HubSpot's INBOUND conference, the vagaries of CRM integration with email. Hosts: Steve Chipman and Sam Biardo

002 The CRM Buying Process

August 06, 2013 08:00 - 28.5 MB

Steve outlines a seven step CRM buying process, Sam explains the value of riding along with a sales rep, present state vs. future state, why to avoid RFPs, SAP misses earnings target, Microsoft announces new pricing for Dynamics CRM. Hosts: Steve Chipman & Sam Biardo

001 Preparing for CRM

July 23, 2013 02:42

Contatta gets more money, Salesforce leapfrogs SAP, 63% of CRM initiatives fail (really?), G2 Crowd ratings, why you should plan your CRM implementation, Gene Marks covers "11 Terrible CRM Systems" for Forbes. Hosts: Steve Chipman & Sam Biardo