A bad technology day, how we can collectively put an end to call center cold calls, a review of CRM Magazine’s 2018 CRM Market Awards winners, The ascents of Microsoft & Zoho, how long it really takes to become a CRM leader, how little separation there is among the top ranked vendors in point scores.
Accel KKR makes a 9 figure investment in SugarCRM. Some of the other potential compatible AKKR companies. Sugar’s redesign and re-architecture. Sugar’s one-clickedness. Mitch Lieberman‘s take on the investment and his advice, including going all in on the cloud. How the sales team needs to be more consultative and real. The idea of conversational engagement. The Gartner Magic Quadrant for Sales Force Automation and some of the positional changes since last year. A close pack in the Leader quadrant. bpm’online is alone in the Challenger’s quadrant. ProsperWorks rebrands to Copper. Copper’s win percentage vs Salesforce. Salesforce and Google are cozying up. Will Google acquire a CRM vendor? Google’s Hangouts Meet as a viable online meeting app. Continue reading 077 How Suite It Is (For SugarCRM)
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
A conversation with John Rounseville, co-founder of Saxa Solutions. Saxa is a Salesforce partner that specializes in the Healthcare and Life Sciences industries. John discusses some of the challenges facing healthcare providers, physician recruiters, medical device sales reps and specialty providers who are looking for more referrals. We talk about how CRM can help with Physician Relationship Management, patient engagement and tracking data about and from medical devices — whether the devices are located in provider facilities or with patients.
Unlimited Verizon data (sort of), Apple’s possible move from Salesforce to Sugar, IBM’s move to Salesforce’s Service Cloud, Salesforce’s use of IBM’s Watson to power Einstein, Marketo and Infor partnership, marketing automation system rollups, Infor CRM gets out of neutral, Windows 10 upgrade reportedly “breaks” Microsoft Dynamics CRM 2011, Salesforce’s ongoing Lightning push, loyalty programs, rewards and CRM. Continue reading 061 Distant Restrooms
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
Steve and Sam lightly deconstruct the Marc Benioff / Stephen Kelly fireside chat about the upcoming release of Sage Life, a small business accounting application that’s being built on the Salesforce1 platform. This is followed by a discussion about verticalized CRM.
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.
Sam, Steve and guest John Kassar discuss the differences and similarities among Sugar, Microsoft Dynamics CRM and Salesforce.
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.
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.
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 & Steve review the year in CRM and make some predictions for 2014 without going too far out on respective limbs.
Steve and Sam are joined by Nolin LeChasseur of Brainrider for an insightful discussion about B2B content marketing and lead generation.
Here’s the video of Nolin’s Dreamforce presentation:
Sam reports in from the SwiftPage partner conference in Scottsdale, AZ; the latest on SalesLogix and ACT!; Contatta’s low-key, guerilla partner marketing; the pros and cons of mix and matchable CRM licenses; Google Apps vs. Office 365; the latest from Nimble; the commoditization of CRM
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.
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