Sam discusses the differences between integrating CRM & ERP and unifying the two product categories and the challenges of either scenario.
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.
Steve and Sam discuss Gartner’s 2014 Magic Quadrant for Sales Force Automation. Sam airs a few of his CRM pet peeves.
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.
Steve returns to the show eight weeks after his mountain bike crash and talks marketing automation and CRM with Sam.
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.
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).
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.
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.
Sam & Steve review the year in CRM and make some predictions for 2014 without going too far out on respective limbs.
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.
Steve and Sam are joined by Nolin LeChasseur of Brainrider for an insightful discussion about B2B content marketing and lead generation.
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.
Steve and Sam discuss duplicate prevention and duplicate checking in CRM.
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
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.
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.