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.
Artificial Reservations
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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Countdown To GDPR
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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Vanishing Best of Breed
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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GDPR & CRM
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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A Review of CRM Review Sites
A discussion about the various CRM review sites. How they work and how to use them.
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Bonus Episode: Sales Productivity Inside of Email
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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Pointless CRM RFP Questions
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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CRM & ERP Selection
In this episode, we’re joined by Daryn Reif of CRM Switch, who specializes in vendor independent CRM planning and selection. We are also joined by Craig Andrew Smith of Liberty Technology Advisors, whose company provides vendor independent ERP selection services. We discuss the respective recommended selection processes, including differences and similarities.
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Lars Helgeson of GreenRope
The email marketing origins of GreenRope, the transition to an all-in-one platform for managing long term relationships, sharing multiple methods of customer communication around an organization, the high cost of integrating disparate systems, the many components of a customer relationship, creating a more collaborative company culture, turning clients into advocates, getting your emails to stand out in recipients’ inboxes with timeliness and relevance, email as one part of an omni-channel strategy, the benefits of modeling the sales process, the reason for GreenRope’s contact-based vs. user-based pricing model, what types of companies use GreenRope, the need for at least one person to own CRM within an organization, the weak CRM component of many “all-in-one” solutions, GreenRope’s approach to vertical markets through private-label resellers, GreenRope’s pure organic growth, the value of having operations-side applications such as events and LMS built into the platform, integrated predictive analytics, how to get a no-pressure, consultative demo of GreenRope.
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Bonus Episode: Ian Gotts of Elements.cloud
CRM administration, the high demand for businesses analysis skills, what it takes to become a skilled business analyst, creating a basis for process improvement, the soft skills needed for eliciting business process flows, the limitations of traditional diagram tools, how to distill complex processes down to an easier to absorb hierarchical model, making the technology available to the Fortune “5 Million”, simplified notations, the handoff between activities, activity boxes that start with verbs, resources as an alternative to swim lanes, attaching items to an activity box, making a process map universally understandable, using Elements.cloud in a live workshop, how to run workshops, Ian’s “business analysis improv” approach when he presents, displaying process diagrams within Salesforce objects, self maintaining user training material, why process mapping can be used in almost any industry and across all departments, the coming GDPR compliance requirements & how Elements.cloud can help, where to find Ian and his team at Dreamforce, the Elements.cloud “free forever” model.
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