Bonus Episode: Lars Helgeson of GreenRope

Lars Helgeson of GreenRopeThe email marketing origins of GreenRope, the transition to an all-in-one platform for managing long term relationships, sharing multiple methods of customer communication around an organization, the high cost of integrating disparate systems, the many components of a customer relationship, creating a more collaborative company culture, turning clients into advocates, getting your emails to stand out in recipients’ inboxes with timeliness and relevance, email as one part of an omni-channel strategy, the benefits of modeling the sales process, Continue reading Bonus Episode: Lars Helgeson of GreenRope

Bonus Episode: Ian Gotts of

Ian Gotts of Elements.cloudCRM administration, the high demand for businesses analysis skills, what it takes to become a skilled business analyst, creating a basis for process improvement, the soft skills needed for eliciting business process flows, the limitations of traditional diagram tools, how to distill complex processes down to an easier to absorb hierarchical model, making the technology available to the Fortune “5 Million”, Continue reading Bonus Episode: Ian Gotts of

065 The Big Sam Sick

Sam gets sick and infects conference attendees plus his employees, Steve’s guest appearance on “Our Love Hate Relationship With Sales”, Infor CRM’s integration to LinkedIn’s Sales Navigator, the high price of standalone Navigator, the value of connecting CRM to multiple big data sources, Nimble’s capabilities, Infor CRM’s Marketo integration, what doesn’t sync from marketing automation to CRM, tracking sources from Lead to Order, Contour mapping, Coleman AI, Infor’s vertical market strategy, integrating acquire companies’ products, the CRM beasts that will not die, companies moving back to ACT!, Google My Business for B2B companies, the sale of Endeavor Commerce to Vendavo, Zoho’s new Zoho Sign digital signature app, Zoho’s alternative to QuickBooks.

030 CRM & ERP Integration

CRM & ERP IntegrationSteve & Sam discuss the differences between integrating CRM & ERP and unifying the two product categories, as well as the challenges that come with either scenario.

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