Podcasts

In their CRM Talk podcast, Technology Advisors Inc. co-founder Sam Biardo and CRM Switch co-founder Steve Chipman discuss everything CRM – from the latest releases, to trends in the market, and the future of business technology. Sam and Steve have a combined expertise of 45+ years in the industry, and they bring that expertise to the table in these informative & fun podcast episodes. Join these two experts as they interview technology influencers, banter about recent software news, and give valuable advice for streamlining data & improving business processes. Available for free on the iTunes Store.

CRM Requirements, CRM Selection, Marketing

Are You Listicling?

Episode 103 Published: May 6, 2021

Sam and Steve verbally expand on several of their respective listicles. Source posts are:

10 Questions you Must Ask When Selecting a CRM (https://www.techadv.com/blog/10-questions-you-must-ask-when-selecting-crm)

5 Levels of CRM Requirements (https://crmswitch.com/buying-crm/five-levels-crm-requirements/)

8 Website Issues That May be Costing You Sales Leads (https://crmswitch.com/inbound-marketing/website-issues-fewer-leads/)

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HubSpot, Marketing Automation

Jeffrey Russo of HubSpot

Episode 102 Published: April 14, 2021

An interview with Jeffrey Russo, Director of Product, Sales Hub Go-to-Market at HubSpot. HubSpot’s evolution from a marketing system to broader front office solution, focusing on the needs of the user experience, streamlining the quote-to-cash process, moving up market, getting “technical debt” that exists within organizations out of the way of the customer experience, applying functionality such as automations across different departments and use cases, HubSpot’s durable partner channel, Conversation Intelligence, sales coaching based on transcripts, applying machine learning to transcripts, honoring two party states & countries, HubSpot’s advantage for applying revenue attribution to marketing efforts.

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AI and Machine Learning, Creatio, HubSpot, Salesforce, SugarCRM

CRM Millions and Billions

Episode 101 Published: March 11, 2021

Creatio raises $68 million, HubSpot goes enterprise, Sugar’s HD-CX, AWS and AI, Salesforce eyes $50 billion in five years.

Creatio’s first ever funding announcement video

Rich Green’s Deep Learning & Time video

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Creatio, HubSpot, Salesforce

VAXRM

Episode 100 Published: January 28, 2021

Salesforce’s Vaccine Cloud, Sam’s vaccine shot scheduling nightmare, Sam’s joint webinar with Creatio, CRM 3.0, how low code/no code has altered roles in CRM deployment & management, field service, ABM, video selling, video training, CRM best practice videos, de-densifying your slide decks, HubSpot’s customer code deck, explaining difficult to explain concepts, telling a story, content distribution.

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Creatio, Salesforce, SugarCRM

Slackquisition

Episode 99 Published: December 22, 2020

Salesforce’s acquisition of Slack (and Acumen), SugarCRM acquires its largest partner W-Systems, CRM vendors & leads, getting found for CRM searches, Creatio’s 24 hour event, low-code solutions, BA to developer ratios, Facebook acquires Kustomer, visual development tools & whether they are necessarily simple, the Microsoft/C3.ai/Adobe alliance, CRM predictions for 2021.

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Marketing

Wistia Adds Audio

Episode 98 Published: December 7, 2020

An interview with Josh Johnson, senior product manager at Wistia, about Wistia’s new audio hosting platform for marketers.

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AI and Machine Learning, CX, Marketing, Sales, SugarCRM

David Campbell of SugarCRM

Episode 97 Published: October 23, 2020

David Campbell, Vice President of Product Marketing at SugarCRM, joins Sam & Steve to discuss sales, marketing, customer support, data, AI and the customer experience.

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HubSpot, Infor CloudSuite CRM

Muting Rogan

Episode 96 Published: October 1, 2020

The west coast in flames, whether a podcaster should host the next presidential debate, CRM product news from Inforum, updates from HubSpot’s virtual Inbound conference.

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CRM, Marketing, Training

Emoji Queries

Episode 95 Published: August 6, 2020

Sam’s commitment to golf, the NHL and NBA bubbles, deploying CRM & training CRM users during a pandemic, using emojis for product searches, the most effective forms of marketing in 2020

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Mobile

Zooming Requirements

Episode 94 Published: June 25, 2020

A moratorium on CEO interviews, iOS 14 & location tracking, an “off the grid” mobile option, marketers’ digital transformation, new Google My Business features, gathering requirements & conducting online workshops.

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