Sam and Steve talk with Joel Schneider, president of Liberty Technology Advisors, 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.
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, 
CRM administration, the high demand for businesses analysis skills, what it takes to become a skilled business analyst, creating a basis for process improvement, the soft skills needed for eliciting business process flows, the limitations of traditional diagram tools, how to distill complex processes down to an easier to absorb hierarchical model, making the technology available to the Fortune “5 Million”, 
A conversation with John Rounseville, co-founder of 
Brandon’s run for Knoxville city council, persistent CRM adoption problems and what to do about them, where salespeople actually build relationships, CRM as a management reporting tool, meeting users where they work, bringing CRM data into the inbox, updating CRM in the inbox, saving salespeople time and helping them make more money. 
A discussion with Jon Ferrara about managing relationships where you can have conversations.