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.

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

How Suite It Is (For SugarCRM)

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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Podcast Mic
CRM

ERP Implementability

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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Podcast Mic
Collabspot
,
CRM

CRM Investments & Acquisitions

June 21, 2018

Sam and Steve test-drive Zencastr, Pipedrive raises $50 million, should smaller vendors be “taking on” the big CRM vendors or is there a better strategy?, Nimble’s approach, Swiftpage’s investment and their focus on “the easiest product on the market to use”, Act! Connect, the Collabspot plugin for Office 365 and G Suite, contact enrichment, marketing approved email templates vs. empowering salespeople, TIBCO buys Scribe Software, data lakes, a deep dive on integration methods.

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Podcast Mic
Salesforce
,
Microsoft Dynamics
,
Creatio
,
AI and Machine Learning
,
GDPR
,
Data Cleaning

Artificial Reservations

June 2, 2018

The GDPR is in effect, Salesforce earnings, CRM industry growth, data augmentation, CRM and AI, GDPR and ABM, un-gating content, conditional CTA visibility by country, the ultimate objective comparison between Salesforce and Microsoft Dynamics 365, image size and SEO, website conversion actions, the FBI’s instruction to reboot your router, Alexa privacy fail, bpm’online’s conference and roadmap, their 15 use cases for AI, AI’s potential for sandbagging detection and for booking travel.

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Podcast Mic
GDPR
,
CRM

Countdown To GDPR

April 20, 2018

GDPR will take effect in just over a month. Ian Gotts of Elements.Cloud returns to discuss GDPR with Sam and Steve.

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Podcast Mic
Salesforce
,
Microsoft Dynamics
,
GDPR

Vanishing Best of Breed

March 30, 2018

Sam’s new hip parts, his plan to #DeleteFacebook, messing with Facebook’s algorithm, cleaning up LinkedIn letter by letter, Salesforce’s purchase of MuleSoft, what acquisitions mean for the Salesforce ecosystem, vanishing best of breed in the CRM industry, Salesforce’s small business moves, Microsoft’s Dynamics 365 strategy of combining acquisitions, product groupings, Microsoft’s impressive seasonal release documentation, Microsoft Office 365 upgrades to Dynamics, Sam’s GDPR webinar series, the need for a public documented & auditable processes, GDPR policy statement template, recording GDPR related transactions in CRM, how to change your outbound emailing procedures.

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Podcast Mic
GDPR
,
CRM
,
Marketing Automation

GDPR & CRM

February 23, 2018

Sam’s upcoming body parts replacement, CRM Switch named a Top 10 CRM Blog for 2017 by CRMBuyer, the CRM Switch multi-year CRM cost calculator, GDPR compliance in the context of CRM and marketing automation, blockchain and GDPR compliance, chat & leads, incorporating sales tax in CRM quotes.

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Podcast Mic
CRM
,
Gartner Magic Quadrant

A Review of CRM Review Sites

January 17, 2018

A discussion about the various CRM review sites. How they work and how to use them.

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Podcast Mic
Sales

Bonus Episode: Sales Productivity Inside of Email

December 20, 2017

Brandon Bruce of Cirrus Insight makes his third guest appearance on CRM Talk. This time, he talks about the Cirrus Insight Platform, which is no longer only for Salesforce users. We also discuss the recent acquisition of Attach.

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Podcast Mic
CRM
,
Sales

Pointless CRM RFP Questions

December 18, 2017

Sam and Steve deconstruct some of the common questions that are included in CRM RFPs and RFIs. They suggest some ways in which a better outcome can be achieved for the CRM buyer.

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Podcast Mic