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 founded Technology Advisors in 1991 to help businesses improve sales, marketing and customer service performance. Representing some of the top CRM products in the world, Technology Advisors has since grown to include the full range of CRM services--business advisory, implementation, customization, training and support. Sam’s 35 years of experience in both the business and technical sides of Customer Relationship Management make him a proven expert in this field. Sam the co-author of “Getting Started with SugarCRM”. He is on the partner advisory board of a half-dozen CRM companies.
Steve has been working with CRM technologies since 1999. He and the team at his previous company helped hundreds of companies across a wide range of industries find success with a number of CRM applications, including SalesLogix, Microsoft Dynamics CRM, Sage CRM, and Salesforce. In 2013, Steve shifted his focus, co-founding a vendor neutral consulting practice called CRM Switch. CRM Switch helps companies become more successful with sales, marketing, and customer service technologies, no matter which vendor they ultimately select. Steve is the primary author of the blog at CRMSwitch.com, which was rated a “Top 20 CRM Blog for 2015” by CRM Buyer.