A discussion about the various CRM review sites. How they work and how to use them.
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.
In this episode, we’re joined by Daryn Reif of CRM Switch, who specializes in vendor independent CRM planning and selection. We are also joined by Craig Andrew Smith of Liberty Technology Advisors, whose company provides vendor independent ERP selection services. We discuss the respective recommended selection processes, including differences and similarities.
The 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
CRM 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 Elements.cloud
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.
Apple news, being an airline passenger in the 1960’s, Sam’s CRM database cleaning effort, limiting the number of marketing automation system records. Continue reading 049 CRM Database Cleaning
Steve and Sam talk CRM and mapping with Proxima Software founder David Wahl. Continue reading 044 CRM Proximity
Sam & Steve discuss Dreamforce, Infor Next San Diego, CPQ technology, Amazon EC2 & S3, Chromebooks, Vertical CRM vendors and LinkedIn as CRM. Continue reading 043 Between Vacations
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.
Sam and Steve discuss all the speculation that was sparked by Bloomberg’s report that salesforce.com “is working with financial advisors”. Zoho’s CEO speaks out. CRM product upgrades and rewrites.
CRM prototypes, configuration vs. customization, Sage’s salesforce.com announcement, Google’s new mobile-friendliness standards, Amazon Prime addiction.
How specialization is occurring in everything from mobile apps to underwear. CRM requirements, the business value of podcasting and getting overwhelmed by online ads.
After talking about Steve’s latest mountain bike mishap, Sam and Steve review their batting averages on their 2014 CRM predictions and take a stab at some 2015 CRM and marketing automation predictions.
A post-Inforum 2014 discussion about Infor CRM (formerly SalesLogix) and how CRM fits in with Infor’s many offerings.
In order to provide you with more listening options, starting with this episode, we are also uploading the audio file to SoundCloud and embedding the player at the bottom of the post. There are SoundCloud apps for iPhone and Android.