CRM Talk Podcast


Sam and Steve talk with Joel Schneider, president of Liberty Technology Advisors, about what should be behind proper ERP selection and implementation processes.

Joel answers the question, “is cloud-based ERP as easy as the vendors would lead you to believe?”

Joel also addresses many of the factors that people within any organization need to consider before making a decision on an ERP vendor—whether the vendor’s offering is cloud or on-premises.

The approaches to strategy, selection and implementation for ERP and for CRM are contrasted.

About the Hosts

Sam Biardo

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 for both Infor CRM, Act-On and SugarCRM.

Steve Chipman

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.