CRM Talk Podcast

Skype fail and Plan B, gated vs. ungated content, A/B testing, HTML vs. plain text nurture emails, nurture tactics, tracking with Google Analytics events, visualizing data in Google Sheets, chatbots, getting re-asked for your account number by an agent, forwarding non-www to www, Burger King okays Google, website speed and WPEngine, Arlo vs. Nest Cam, two security camera use cases. Continue reading 062 Everything Bots

Changing listener’s lives, winter golf in Chicago, more detail on Simple CRM System, selling salespeople on using CRM, industries that lag in CRM adoption, what it takes to implement CPQ, getting salespeople to tag DQ’d leads with “reason disqualified”, getting around the gatekeeper, use-case-driven CRM data migration, to migrate or not to migrate custom fields. Continue reading 060 Life Changing CRM

Peter D’Cruz on early days sales management software, objective sales pipeline, helping salespeople, building a sales process, self-disciplined salespeople, when buyers buy, explaining yourself fully, disqualifying early, forcing a prospect to say “no”, change the prospect’s opinion, buyer self-education, beware the lonely prospect, the “don’t follow up” sales strategy explained, applying Taoism to sales, not swimming upstream and going with the flow in sales. Continue reading 058 Fictional Pipeline

Sam’s office party interruption, Salesforce vs Microsoft comparison update, CRM requirements for sales management, self-implementing CRM, the cost of CRM professional services, preventing scope creep on flat rate engagements, quote to order to invoice, level of detail in CRM requirements, the difference between sales and marketing, low CRM adoption by salespeople, giving salespeople more options, the Benioff and Nadella bromance is over, our past bad annual predictions, a couple of predictions for 2017, Yahoo! announces a new hack. Continue reading 057 CRM Non-Predictions

Podcast: Play in new window | Download

Golfing in central Florida with alligators, Microsoft Dynamics rebranding and new pricing, more CRM vendors add AI, Chat and Drift, blocking the LinkedIn deal, automating drip marketing, customer journey mapping overload, simplified process mapping with Elements.cloud, CRMNext and banking, building a CRM vertical on a platform vs. building from the ground up. Continue reading 056 Movable Hazard

Podcast: Play in new window | Download

Sam’s European river cruise & other adventures, Podcasteasy.com, Dreamforce ’16 report, Salesforce Einstein, MVPs, Twitter pass, DCLeaks and acquisition targets, government email security. Continue reading 055 The Internet of Boats

Podcast: Play in new window | Download

Quickbooks 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. Continue reading 053 Integrable ERP

Podcast: Play in new window | Download

Using 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. Continue reading 052 Popup Free Experience

Podcast: Play in new window | Download

CRM 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. Continue reading 050 CXM Ahead

Podcast: Play in new window | Download

Sonoma wine, MarTech, the marketing technology stack, how to develop a marketing automation playbook. Continue reading 048 Stacks of Marketing Technology

Podcast: Play in new window | Download

Sam and Steve discuss gamification and touch on the benefits of a marketing automation playbook. Continue reading 047 CRM Fun & Games

Podcast: Play in new window | Download

Native advertising, removal of CRM features, CRM software rewrites, 2016 predictions, crowdsourced CRM review sites. Continue reading 045 Everyone Needs a Rewrite