Synopsis
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
Episodes
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107 Mathematical CRM Failure
08/11/2021 Duration: 39minSam 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
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105 Andy Zambito of Creatio
30/07/2021 Duration: 29minAndy 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.
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104 Listmania Part Deux
23/06/2021 Duration: 28min10 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)
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103 Are You Listicling?
06/05/2021 Duration: 30minSam and Steve verbally expand on several of their respective listicles. Source posts are: 10 Questions you Must Ask When Selecting a CRM 5 Levels of CRM Requirements 8 Website Issues That May be Costing You Sales Leads
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102 Jeffrey Russo of HubSpot
14/04/2021 Duration: 28minAn 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.
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101 CRM Millions and Billions
12/03/2021 Duration: 29minCreatio 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
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100 VAXRM
29/01/2021 Duration: 32minSalesforce'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.
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099 Slackquisition
21/12/2020 Duration: 33minSalesforce'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.
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098 Wistia Adds Audio
07/12/2020 Duration: 15minAn 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.
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097 David Campbell of SugarCRM
23/10/2020 Duration: 37minDavid Campbell, Vice President of Product Marketing at SugarCRM, joins Sam & Steve to discuss sales, marketing, customer support, data, AI and the customer experience.
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096 Muting Rogan
01/10/2020 Duration: 35minThe 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.
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095 Emoji Queries❓
06/08/2020 Duration: 33minSam'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
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094 Zooming Requirements
25/06/2020 Duration: 34minA 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.
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093 Meteorologist Backdroppings
30/04/2020 Duration: 30minMusings about online meeting technologies and how they're being used. How CRM vendors are helping out with discounts and free components.
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092 Adaptation
21/03/2020 Duration: 27minSam & Steve talk about ways to adapt your sales and marketing to our current reality.
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090 Craig Charlton, CEO - SugarCRM
17/01/2020 Duration: 32minSam interviews Craig Charlton of SugarCRM
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