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 […]
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 […]
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 […]
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.
Apple news, being an airline passenger in the 1960’s, Sam’s CRM database cleaning effort, limiting the number of marketing automation system records.
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.
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.
Steve & Sam discuss the differences between integrating CRM & ERP and unifying the two product categories, as well as the challenges that come with either scenario. 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 […]
Steve & Sam talk to Diane Berry, Chief Knowledge Evangelist at Coveo, about the present state and the future of customer service. Diane explains how to make sense of ever changing data in different formats across different on-premises and cloud systems — in order to most efficiently solve customer issues.
Steve and guest Cathy Boudreau of Harvest Solutions discuss HubSpot’s Inbound 2014 conference as well as the similarities & differences between Pardot and HubSpot. Steve also talks about the Marketo road show and what he learned about lead enrichment and predictive lead scoring.
Sam and Steve trace Infor’s CRM moves from the 2011 bromance between Charles Phillips and Marc Benioff to the recent acquisition of SalesLogix from SwiftPage.