Podcast: Play in new window | Download
Sam discusses the differences between integrating CRM & ERP and unifying the two product categories and the challenges of either scenario.
crm
029 Index This Mess!
Podcast: Play in new window | Download
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.
028 More MA
Podcast: Play in new window | Download
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.
027 Infor CRM Part Deux
Podcast: Play in new window | Download
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.
025 Magical CRM Squares
Podcast: Play in new window | Download
Steve and Sam discuss Gartner’s 2014 Magic Quadrant for Sales Force Automation. Sam airs a few of his CRM pet peeves.
024 Spring Fourteens
Podcast: Play in new window | Download
Sam and Steve discuss Microsoft’s Spring ’14 Release Preview Guide & the race to catch up with salesforce.com, switching from HubSpot to Pardot, NetSuite SFA, SalesLogix Xbar and G2 Crowd Grid for CRM.
023 Marketing Automization
Podcast: Play in new window | Download
Steve returns to the show eight weeks after his mountain bike crash and talks marketing automation and CRM with Sam.
022 CRM Requirements Specificity
Podcast: Play in new window | Download
The benefits to defining your CRM requirements as early as possible. Base’s move from Chicago to the Bay area. Microsoft’s CRM strategy. Native advertising explained. Twitter today.
020 The Bacon of Technology
Podcast: Play in new window | Download
Dan Reid, the Director of Product Management for partners at DocuSign, Inc., joins Sam and Steve to discuss why everything’s better with DocuSign on top of it (including CRM, of course).
019 In Between Polar Vortices
Podcast: Play in new window | Download
Sam and Steve discuss extreme weather, SalesLogix 8.1, Microsoft’s purchase of Parature, cloud CRM iteration pace, BrightTALK integration with Salesforce, Zendesk’s IPO “signals” and more.
018 CRM Spring Cleaning
Podcast: Play in new window | Download
Rhoda Bernstein, the Director of Strategic Alliances for Dun and Bradstreet, joins Sam and Steve to talk about important business improvements that result from having accurate CRM data.
017 Safe 2014 CRM Predictions
Podcast: Play in new window | Download
Sam & Steve review the year in CRM and make some predictions for 2014 without going too far out on respective limbs.
016 Sales Lead Handoffabilityness
Podcast: Play in new window | Download
Sam and Steve discuss the lead qualification process and the best time for inside sales to hand off a marketing qualified lead to outside sales—and at what point the lead should be converted to an account/contact/opportunity.
015 The CRMification of Email
Podcast: Play in new window | Download
Glenn Lehner of LinkPoint360 and Brandon Bruce of CirrusPath, publishers of Cirrus Insight, join Steve and Sam to discuss an assortment of topics around email client to CRM integration.
014 @Nolin (with an “i”) on Content Marketing
Podcast: Play in new window | Download
Steve and Sam are joined by Nolin LeChasseur of Brainrider for an insightful discussion about B2B content marketing and lead generation.
010 Trusting Your CRM Consultant
Podcast: Play in new window | Download
Establishing trust between a CRM consultant and a customer, the concept of a proof-of-concept, Steve pokes fun at Microsoft’s CRM video script writer, Marc Benioff and Michael Arrington lightly spar before delaring their bromantic affection for one another, the hackiness of CRM journalism. Hosted by Steve Chipman & Sam Biardo.
009 Duped by CRM
Podcast: Play in new window | Download
Steve and Sam discuss duplicate prevention and duplicate checking in CRM.
008 The Joys of CRM Data Migration
Podcast: Play in new window | Download
Why CRM data migration is more complex than most people naturally assume, what’s wrong with CRM RFPs, A Sugar competitive advantage, Microsoft’s reimagined UI, Salesforce’s seamless upgrades. Hosts: Steve Chipman and Sam Biardo
007 Matt Gorniak on Following the Crowd
Podcast: Play in new window | Download
Steve and Sam interview Matt Gorniak, Co-Founder of G2 Crowd.
G2 Crowd was started to change the game in business technology buying. G2 Crowd provides people with trusted advice from their industry peers through unbiased product ratings and reviews.
006 Kevin Myers is Moving Swiftly
Podcast: Play in new window | Download
Steve and Sam interview Kevin Myers, CMO of Swiftpage. Kevin talks about the Swiftpage acquistion of ACT! and SalesLogix, all the rebranding effort needed, the vision for the two products, what the respective markets are, the go to market strategy, what to expect in the coming months, leveraging predictive analytics, getting back into the good graces of analysts and partners, plus a lot more.