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

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

113 CRM AI Use Cases

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

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

112 Dumbed Down By AI

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

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

111 Generative CRM & Marketing

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

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

110 How Low Can You Code?

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

Steve and Sam talk to Scott Eller, Chief Relationship Officer &amp; Co-founder of <a href="https://neuraswitch.com/" rel="nofollow" target="_blank">Neuraswitch</a> about transcription, redaction, and sentiment analysis.

109 Scott Eller of Neuraswitch

A rundown of current marketing &amp; sales AIs.

A rundown of current marketing &amp; sales AIs.

108 Skynet Marketing

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

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 <a href="http://iHateCRM.com" rel="nofollow" target="_blank">iHateCRM.com</a>, 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. <a href="https://www.creatio.com/page/accelerate-2021?activity=digitalevents?partner=technologyadvisors" rel="noopener nofollow" target="_blank">Creatio ACCELERATE Conference Registration</a>

107 Mathematical CRM Failure

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

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

106 Kevin Snow of Time On Target

Andy Zambito

Andy Zambito, Chief Sales Officer, Americas at Creatio, joins Sam &amp; Steve to talk about process management, CRM, digital transformation, low-code, tailored experiences, differentiation, speed of change, speed of operations, and more.

Andy Zambito, Chief Sales Officer, Americas at Creatio, joins Sam &amp; Steve to talk about process management, CRM, digital transformation, low-code, tailored experiences, differentiation, speed of change, speed of operations, and more.

105 Andy Zambito of Creatio

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)

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)

104 Listmania Part Deux

Analysis of the latest CRM industry news. Discussions about CRM best practices and how to succeed with CRM.

Steve and Sam, thank you for the podcast.  Best way to learn about the CRM industry in my car.  I am at a company looking to implement a CRM or some type of business/sales work flow.  It has given me some insights in what to look out for.  I started listening to certain podcasts from the very start and have picked my way to almost the end.   Keep up the great work!

Thank You

Loved the show; a lot of points resonated with me especially the dirty word syndrome.  Had a system that had been implemented poorly but overall the functionality we needed was there and the power users knew the system and we all figured out how we could use it better.  We asked for a reimplementation knowing exactly what we needed and how to do it and were told that our only option was to go with a new solution because IT and exec sponsor could not recommend to Board to go with a system that we already had that was known to be problematic.

Nice program, dirty word syndrome is real

CRM Talk

Craig Charlton

090 Craig Charlton, CEO - SugarCRM

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.

Brandon Bruce of <a href="https://www.cirrusinsight.com/" rel="nofollow" target="_blank">Cirrus Insight</a> 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 <a href="https://attach.io" rel="nofollow" target="_blank">Attach</a>.

Sales Productivity Inside of Email

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

A discussion with Greg Martinelli about CRM in the agricultural business. Greg is an ag sales trainer, coach and speaker. <a href="http://www.gregmartinelli.net/" rel="nofollow" target="_blank">Greg's website.</a>

083 Seedy CRM

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.

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.

085 Widespread CRM Panic

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

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

093 Meteorologist Backdroppings

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

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

092 Adaptation

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

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

070 A Review of CRM Review Sites

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.

Sam and Steve test-drive <a href="https://zencastr.com/" rel="nofollow" target="_blank">Zencastr</a>, <a href="https://www.pipedrive.com/" rel="nofollow" target="_blank">Pipedrive</a> raises $50 million, smaller vendors be “taking on” the big CRM vendors or is there a better strategy?, <a href="https://nimble.com" rel="nofollow" target="_blank">Nimble</a>’s approach, <a href="http://swiftpage.com/" rel="nofollow" target="_blank">Swiftpage</a>’s investment and their focus on “the easiest product on the market to use”, Act! Connect, the <a href="https://www.collabspot.com/" rel="nofollow" target="_blank">Collabspot</a> plugin for Office 365 and G Suite, contact enrichment, marketing approved email templates vs. empowering salespeople, <a href="https://www.tibco.com/" rel="nofollow" target="_blank">TIBCO</a> buys <a href="https://www.scribesoft.com/" rel="nofollow" target="_blank">Scribe Software</a>, data lakes, a deep dive on integration methods.

075 CRM Investments & Acquisitions

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.

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.

069 Pointless CRM RFP Questions

Ignoring orthopedists, Apple Watch, Government CRM, poor man's B2B landing pages

Ignoring orthopedists, Apple Watch, Government CRM, poor man's B2B landing pages

040 Against Doctor's Orders

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 &amp; leads, incorporating sales tax in CRM quotes.

Sam's upcoming body parts replacement, CRM Switch named a <a href="https://www.crmbuyer.com/story/85097.html" rel="nofollow" target="_blank">Top 10 CRM Blog for 2017</a> by CRMBuyer, the CRM Switch multi-year <a href="https://www.crmswitch.com/buying-crm/crm-cost-calculator/" rel="nofollow" target="_blank">CRM cost calculator</a>, GDPR compliance in the context of CRM and marketing automation, blockchain and GDPR compliance, chat &amp; leads, incorporating sales tax in CRM quotes.

071 GDPR & CRM

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 &amp; auditable processes, GDPR policy statement template, recording GDPR related transactions in CRM, how to change your outbound emailing procedures. Webinar: GDPR &amp; Your CRM WebinarWednesday, April 4th, at 10am CDT  Register here

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 &amp; auditable processes, GDPR policy statement template, recording GDPR related transactions in CRM, how to change your outbound emailing procedures. Webinar: GDPR &amp; Your CRM WebinarWednesday, April 4th, at 10am CDT <a href="https://event.on24.com/eventRegistration/EventLobbyServlet?target=reg20.jsp&amp;referrer=https%3A%2F%2Fwcc.on24.com%2Fwebcast%2Fgroupregistration%2F1579902&amp;eventid=1579902&amp;sessionid=1&amp;key=D950956339B6D72B836E79F86D8E0F86®Tag=227122&amp;sourcepage=register" rel="nofollow" target="_blank"> Register here</a>

072 Vanishing Best of Breed

Lars Helgeson

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.

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.

Lars Helgeson of GreenRope

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

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

082 Polar CRM

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 &amp; Zoho, how long it really takes to become a CRM leader, how little separation there is among the top ranked vendors in point scores.

A bad technology day, how we can collectively put an end to call center cold calls, a review of CRM Magazine's <a href="https://www.destinationcrm.com/Articles/CRM-News/CRM-Featured-Articles/CRM-Magazine-Names-the-Winners-of-the-2018-CRM-Market-Awards-127017.aspx" rel="nofollow" target="_blank"> 2018 CRM Market Awards winners</a>, The ascents of Microsoft &amp; Zoho, how long it really takes to become a CRM leader, how little separation there is among the top ranked vendors in point scores.

078 CRM Destinations

The best podcast episodes on parenting. Interviewing experts and talking through common issues surrounding parenting. This topic is filled with important lessons and insights for anyone listening. Add episodes you're interested into your queue below!

OwlTail

Best Parenting Podcasts

The Best Multi-Part Documentaries, with documentaries on Obama, Federer vs Nadal, the making of Star Wars, Netflix vs Blockbuster and more. Add episodes you're interested into your queue below!