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.
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.
Sam’s European river cruise & other adventures, Podcasteasy.com, Dreamforce ’16 report, Salesforce Einstein, MVPs, Twitter pass, DCLeaks and acquisition targets, government email security.
Cheap MacBook upgrade, Apple’s port reduction, Yathit for Sugar and Gmail, Microsoft’s big win over Salesforce, Wells Fargo’s sales compensation plan “glitch”, autonomous selling, AI-powered CRM.
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.
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.
SugarCon 2016, Microsoft buys LinkedIn & what Facebook should do, Salesforce buys DemandWare, Klipfolio.
Recorded at the beautiful Gloria Ferrer Caves & Vineyards in Sonoma, California. Many thanks to Jason for his excellent service and great insights into sparkling wine.
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.
Apple news, being an airline passenger in the 1960’s, Sam’s CRM database cleaning effort, limiting the number of marketing automation system records.
Sonoma wine, MarTech, the marketing technology stack, how to develop a marketing automation playbook.
Sam and Steve discuss gamification and touch on the benefits of a marketing automation playbook.
Native advertising, removal of CRM features, CRM software rewrites, 2016 predictions, crowdsourced CRM review sites.
Steve and Sam talk CRM and mapping with Proxima Software founder David Wahl.
Sam & Steve discuss Dreamforce, Infor Next San Diego, CPQ technology, Amazon EC2 & S3, Chromebooks, Vertical CRM vendors and LinkedIn as CRM.
Steve interviews Brandon Bruce, co-founder of CirrusPath, at Dreamforce 2015 in the Admin Lodge.
Sam and Steve talk about CRM use cases and about a bottle of 2001 Casanova di Neri Brunello.
Ignoring orthopedists, Apple Watch flop, Government CRM, poor man’s B2B landing pages
After congratulating one another for the respective championship victories of the Hawks and the Warriors, Sam and Steve discuss CRM project management, the effectiveness of drip email, big data and predictive analytics.
Steve and Sam lightly deconstruct the Marc Benioff / Stephen Kelly fireside chat about the upcoming release of Sage Life, a small business accounting application that’s being built on the Salesforce1 platform. This is followed by a discussion about verticalized CRM.