092 Adaptation

Sam & Steve talk about ways to adapt your sales and marketing to our current reality.

091 Work Distancing

CRM & marketing automation news and information for March 2020

088 Power Shutoffs & Parasites

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.

087 Beta Blues

Sam’s iOS 13 beta testing blues, Gartner Magic Quadrant for Sales Force Automation, a variety of HubSpot to CRM integrations, declining website visitor conversion rates.

086 Rich Green of SugarCRM

Rich Green is Chief Product Officer and CTO at SugarCRM. Rich leads SugarCRM’s engineering and product management teams and is responsible for the product vision and global strategy of the award-winning Sugar platform.

In this episode, Sam and Steve ask Rich for his perspectives on CRM and his vision for CRM.

085 Widespread CRM Panic

Massive Salesforce outage, multi-tenant vs. single tenant hosted CRM databases, SugarCRM acquires Collabspot and Salesfusion, Sugar’s new quoting module, Sage sunsets SageCRM Online, bpm’online’s low code no code, citizen developers.

083 Seedy CRM

A discussion with Greg Martinelli about CRM in the agricultural business. Greg is an ag sales trainer, coach and speaker.

Visit Greg’s website.

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.