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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054 Autonomous Upselling
16/09/2016 Duration: 32minCheap MacBook upgrade, Apple’s port reduction, Yathit for Sugar and Gmail, Microsoft’s big win over Salesforce, Wells Fargo’s sales compensation plan “glitch”, autonomous selling, AI-powered CRM.
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053 Integrable ERP
24/08/2016 Duration: 34minQuickbooks to CRM integration, data driven digital marketing, Oracle acquires NetSuite, salespeople's first CRM impression, Best CRM advertising site, the $14B CRM debacle, SugarCRM's channel award, sales & marketing alignment. Steve's company's site | Sam's company's site
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052 Popup Free Experience
22/07/2016 Duration: 29minUsing Uber for business travel, LinkedIn Sales Navigator integration with Microsoft's top competitors, Microsoft Dynamics 365, Salesforce closes DemandWare deal, Chat popups and exit intent popups. Steve's company's site | Sam's company's site
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051 CRM Carneros Cast
16/06/2016 Duration: 35minSugarCon 2016, Microsoft buys LinkedIn & what Facebook should do, Salesforce buys DemandWare, Klipfolio. Recorded at the beautiful Gloria Ferrer Caves & Vineyards in Sonoma, California. Many thanks to Jason for his excellent service and great insights into sparkling wine. Steve's company's site | Sam's company's site
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050 CXM Ahead
28/05/2016 Duration: 34minCRM Evolution conference, customer portals, customer experience management (CX, CEM or CXM), Salesforce NA14 downtime, voice commands and CRM, Amazon Echo, Calendly, Google Slides API & CRM use cases. Steve's company's site | Sam's company's site
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049 CRM Database Cleaning
27/04/2016 Duration: 33minApple news, being an airline passenger in the 1960's, Sam's CRM database cleaning effort, limiting the number of marketing automation system records. Steve's company's site | Sam's company's site
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048 Stacks of Marketing Technology
26/03/2016 Duration: 32minSonoma wine, MarTech, the marketing technology stack, how to develop a marketing automation playbook. Steve's company's site | Sam's company's site
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047 CRM Fun & Games
26/02/2016 Duration: 30minSam and Steve discuss gamification and touch on the benefits of a marketing automation playbook. Steve's company's site | Sam's company's site
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046 El Nino CRM
30/01/2016 Duration: 28minVoice control of CRM, prospect and customer engagement data with Wistia and Attach, CRM poll results, Google Trends for CRM and MA vendors. Steve's company's site | Sam's company's site
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045 Everyone Needs a Rewrite
12/12/2015 Duration: 32minNative advertising, removal of CRM features, CRM software rewrites, 2016 predictions, crowdsourced CRM review sites. Steve's company's site | Sam's company's site
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044 CRM Proximity
21/11/2015 Duration: 30minSteve and Sam talk CRM and mapping with Proxima Software founder David Wahl. Steve's company's site | Sam's company's site
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043 Between Vacations
17/10/2015 Duration: 32minSam & Steve discuss Dreamforce, Infor Next San Diego, CPQ technology, Amazon EC2 & S3, Chromebooks, Vertical CRM vendors and LinkedIn as CRM. Steve's company's site | Sam's company's site
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042 Wispy Cirrus Clouds at Dreamforce
17/09/2015 Duration: 26minSteve interviews Brandon Bruce, co-founder of CirrusPath, at Dreamforce 2015 in the Admin Zone. Steve's company's site | Sam's company's site
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041 Useful CRM Cases
18/08/2015 Duration: 35minSam and Steve talk about CRM use cases and about a bottle of 2001 Casanova di Neri Brunello. Steve's company's site | Sam's company's site
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040 Against Doctor's Orders
16/07/2015 Duration: 29minIgnoring orthopedists, Apple Watch, Government CRM, poor man's B2B landing pages
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039 Hawkish Warriors
20/06/2015 Duration: 30minAfter congratulating one another for the respective championship victories of the Hawks and the Warriors, Sam and Steve discuss CRM project management, the effectiveness of drip email, big data and predictive analytics.
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038 The Salesfortification of Sage
25/05/2015 Duration: 33minSteve and Sam lightly deconstruct the Marc Benioff / Stephen Kelly fireside chat about the upcoming release of Sage Life, a small business accounting application that's being built on the Salesforce1 platform. This is followed by a discussion about verticalized CRM.
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037 Salesforce Speculation Frenzy
04/05/2015 Duration: 31minSam and Steve discuss all the speculation that was sparked by Bloomberg's report that salesforce.com "is working with financial advisors". Zoho's CEO speaks out. CRM product upgrades and rewrites.
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036 Converging on CRM
03/04/2015 Duration: 25minSteve & John discuss Microsoft Convergence 2015, InsideSales, ProsperWorks, HubSpot CRM and Larry Ellison.
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035 Salesforce, Microsoft Dynamics CRM or Sugar?
14/03/2015 Duration: 41minSam, Steve and guest John Kassar discuss the differences and similarities among Sugar, Microsoft Dynamics CRM and Salesforce.