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.


Craig Charlton, CEO – SugarCRM

Episode 90 Published: January 17, 2020

Sam interviews Craig Charlton, Chief Executive Officer at SugarCRM.

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AI and Machine Learning, Sales Force Automation

CRM AI Demixed

Episode 89 Published: December 20, 2019

Sam and Steve demystify CRM AI.

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Creatio, Gartner Magic Quadrant, Sales Force Automation, Salesforce

Power Shutoffs & Parasites

Episode 88 Published: November 25, 2019

Reasons for our absence—long vacations, Public Service Power Shutoffs and parasites. bpm’online becomes Creatio. More Salesforce acquisition rumors. Dreamforce ’19 report. Video outreach. Observations on Gartner Magic Quadrants. CRM industry maturity and commoditization. Accelerated release cycles by CRM vendors. Vendors increasingly aligning their offerings around analysts’ “three pillar” expectations.

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Gartner Magic Quadrant, HubSpot, Sales Force Automation

Beta Blues

Episode 87 Published: August 29, 2019

Sam’s iOS 13 beta testing blues, Gartner Magic Quadrant for Sales Force Automation, a variety of HubSpot to CRM integrations, declining website visitor conversion rates.

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Rich Green of SugarCRM

Episode 86 Published: June 28, 2019

Rich Green is Chief Product Officer and CTO at SugarCRM. Rich leads SugarCRM’s engineering and product management teams and is responsible for the product vision and global strategy of the award-winning Sugar platform.

In this episode, Sam and Steve ask Rich for his perspectives on and his vision for CRM.

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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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