072 Vanishing Best of Breed

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 & auditable processes, GDPR policy statement template, recording GDPR related transactions in CRM, how to change your outbound emailing procedures.

Webinar: GDPR & Your CRM Webinar
Wednesday, April 4th, at 10am CDT
Register here

Bonus Episode: Lars Helgeson of GreenRope

Lars Helgeson of GreenRopeThe 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, Continue reading Bonus Episode: Lars Helgeson of GreenRope

Bonus Episode: Ian Gotts of Elements.cloud

Ian Gotts of Elements.cloudCRM 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”, Continue reading Bonus Episode: Ian Gotts of Elements.cloud

067 Extensible CRM

California wine country fires, upcoming CRM vendor interviews, G2 Crowd Grid for CRM, Pipedrive vs. Pipeliner CRM confusion, CRM systems that allow for extending the database schema and those that do not, normalizing repeating sets of fields, ProsperWorks raises an additional $53 million. Sugar’s Hint add-on product for data augmentation and prospect/customer alerts, three or four major annual product releases vs. continuous improvement (micro-releases), open source CRM, companies that still deploy CRM on-premise, cloud security vs. corporate network security.

Bonus Episode: John Rounseville of Saxa Solutions

John Rounseville of Saxa SolutionsA conversation with John Rounseville, co-founder of Saxa Solutions. Saxa is a Salesforce partner that specializes in the Healthcare and Life Sciences industries. John discusses some of the challenges facing healthcare providers, physician recruiters, medical device sales reps and specialty providers who are looking for more referrals. We talk about how CRM can help with Physician Relationship Management, patient engagement and tracking data about and from medical devices — whether the devices are located in provider facilities or with patients.

065 The Big Sam Sick

Sam gets sick and infects conference attendees plus his employees, Steve’s guest appearance on “Our Love Hate Relationship With Sales”, Infor CRM’s integration to LinkedIn’s Sales Navigator, the high price of standalone Navigator, the value of connecting CRM to multiple big data sources, Nimble’s capabilities, Infor CRM’s Marketo integration, what doesn’t sync from marketing automation to CRM, tracking sources from Lead to Order, Contour mapping, Coleman AI, Infor’s vertical market strategy, integrating acquire companies’ products, the CRM beasts that will not die, companies moving back to ACT!, Google My Business for B2B companies, the sale of Endeavor Commerce to Vendavo, Zoho’s new Zoho Sign digital signature app, Zoho’s alternative to QuickBooks.

064 Vendor Trustiness

Cleveland is not Detroit, prospect reactions to vendor canned responses and preset dialogs, All Turtles for natural language AI, Cirrus Insight’s coming Flight Plans, Paul Greenberg’s article on trust, trust metrics, establishing trust on your website, recording video testimonials on the cheap, Camtasia video editing for marketers, establishing credibility and website authority with HARO, the coming Starfish automated data migration tool. Continue reading 064 Vendor Trustiness

063 Backlink Cleanse

Identifying and getting rid of toxic backlinks, The new version of Starfish ETL, the upcoming Starfish ETL partner program, LinkedIn data’s availability to Microsoft D365 customers, feedback on the Zoho’s Zoholics Sales & Marketing Conference from Steve, Zoho’s numerous apps, Sam explains the processes of becoming a bpm’online partner, bpm’online’s wide range of capabilities, divergent analyst perspectives on CRM vendors, G2 Crowd’s latest round of funding, Sam & Steve’s no-popup policy on their respective websites. Continue reading 063 Backlink Cleanse

061 Distant Restrooms

Unlimited Verizon data (sort of), Apple’s possible move from Salesforce to Sugar, IBM’s move to Salesforce’s Service Cloud, Salesforce’s use of IBM’s Watson to power Einstein, Marketo and Infor partnership, marketing automation system rollups, Infor CRM gets out of neutral, Windows 10 upgrade reportedly “breaks” Microsoft Dynamics CRM 2011, Salesforce’s ongoing Lightning push, loyalty programs, rewards and CRM. Continue reading 061 Distant Restrooms