In this episode, 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.
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.
Andy 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.
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 standards)
Sam and Steve verbally expand on several of their respective listicles. Source posts are:
An 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.
Salesforce’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.
Salesforce’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.
David Campbell, Vice President of Product Marketing at SugarCRM, joins Sam & Steve to discuss sales, marketing, customer support, data, AI and the customer experience.
The 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.
Sam’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
A 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.
Musings about online meeting technologies and how they’re being used. How CRM vendors are helping out with discounts and free components.
Sam & Steve talk about ways to adapt your sales and marketing to our current reality.
CRM & marketing automation news and information for March 2020
Sam interviews Craig Charlton, Chief Executive Officer at SugarCRM.
Reasons for our absence—long vacations, Public Service Power Shutoffs and parasites. bpm’online becomes Creatio. More Salesforce acquisition rumors. Dreamforce ’19 report. Video outreach. Observations on Gartner Magic Quadrants. CRM industry maturity and commoditization. Accelerated release cycles by CRM vendors. Vendors increasingly aligning their offerings around analysts’ “three pillar” expectations.