082 Polar CRM

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

081 Winery CX

Sam’s latest wine club, when & why Infor CRM wins, a look back at 2018 acquisitions, ContactOut Chrome extension, Wix gets into CRM, “CX” in 2019, CRM in email client sidebars, CRM AI in 2019, 5 CRM trends for 2019, bot backlash.

080 UX Darkness

Instead of show notes for this episode, we’d like to use this real estate to provide information about options for making a donation to victims of the Camp Fire.

The Red Cross and AT&T

Text CAWILDFIRES to 90999 to make a $10 donation.

NorCal United Way

Go to the donation page and select Camp Fire Relief in the “What would you like your donation to support?” field. You’ll have to scroll up in the drop down list, as the list is overcrowded with options.

079 Bionic CRM

Dreamforce 2018, Inform, CRM AI offerings, SugarCRM’s input on why they win deals.

078 CRM Destinations

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

077 How Suite It Is (For SugarCRM)

Accel KKR makes a 9 figure investment in SugarCRM. Some of the other potential compatible AKKR companies. Sugar’s redesign and re-architecture. Sugar’s one-clickedness. Mitch Lieberman‘s take on the investment and his advice, including going all in on the cloud. How the sales team needs to be more consultative and real. The idea of conversational engagement. The Gartner Magic Quadrant for Sales Force Automation and some of the positional changes since last year. A close pack in the Leader quadrant. bpm’online is alone in the Challenger’s quadrant. ProsperWorks rebrands to Copper. Copper’s win percentage vs Salesforce. Salesforce and Google are cozying up. Will Google acquire a CRM vendor? Google’s Hangouts Meet as a viable online meeting app.

071 GDPR & CRM

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 & leads, incorporating sales tax in CRM quotes.

Sales Productivity Inside of Email

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.

069 Pointless CRM RFP Questions

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.

Lars Helgeson of GreenRope

The email marketing origins of GreenRope, the transition to an all-in-one platform for managing long term relationships,

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Ian Gotts of Elements.cloud

CRM administration, the high demand for businesses analysis skills, what it takes to become a skilled business analyst,

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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.