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.

Collabspot, Creatio, Marketing Automation, Salesforce, SugarCRM

Widespread CRM Panic

Episode 85 Published: May 18, 2019

Massive Salesforce outage, multi-tenant vs. single tenant hosted CRM databases, SugarCRM acquires Collabspot and Salesfusion, Sugar’s new quoting module, Sage sunsets SageCRM Online, bpm’online’s low code no code, citizen developers.

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Marketing, Sales

Max Altschuler of Outreach

Episode 84 Published: March 31, 2019

Sam & Steve talk to Max Altschuler, Vice President of Marketing at Outreach, about sales engagement and how Outreach facilitates multi-channel sales communication with prospects. Max is co-author of Sales Engagement: How The World’s Fastest Growing Companies are Modernizing Sales Through Humanization at Scale.

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Agribusiness CRM

Seedy CRM

Episode 83 Published: February 27, 2019

A discussion with Greg Martinelli about CRM in the agricultural business. Greg is an ag sales trainer, coach and speaker.

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Polar CRM

Episode 82 Published: January 29, 2019

The deep freeze hits Chicago just in time for the bpm’online conference. Sam previews his talk at the conference.

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AI and Machine Learning, CX, Infor CloudSuite CRM

Winery CX

Episode 81 Published: January 9, 2019

Sam’s latest wine club, when & why Infor CRM wins, a look back at 2018 acquisitions, ContactOut Chrome extension, Wix gets into CRM, “CX” in 2019, CRM in email client sidebars, CRM AI in 2019, 5 CRM trends for 2019, bot backlash.

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AI and Machine Learning, GDPR, Marketing, Outlook Integration

UX Darkness

Episode 80 Published: November 15, 2018

Instead of show notes for this episode, we’d like to use this real estate to provide information about options for making a donation to victims of the Camp Fire.
The Red Cross and AT&T
Text CAWILDFIRES to 90999 to make a $10 donation.

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AI and Machine Learning, Infor CloudSuite CRM, Salesforce, SugarCRM

Bionic CRM

Episode 79 Published: October 4, 2018

Dreamforce 2018, Inform, CRM AI offerings, SugarCRM’s input on why they win deals.

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HubSpot, Salesforce, Zoho

CRM Destinations

Episode 78 Published: September 8, 2018

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.

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Creatio, Gartner Magic Quadrant, Infor CloudSuite CRM, Salesforce, SugarCRM

How Suite It Is (For SugarCRM)

Episode 77 Published: August 23, 2018

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.

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ERP Implementability

Episode 76 Published: July 16, 2018

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.

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