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.

CRM Adoption
,
CPQ
,
Sales
,
Data Migration

Life Changing CRM

February 20, 2017

Changing listener’s lives, winter golf in Chicago, more detail on Simple CRM System, selling salespeople on using CRM, industries that lag in CRM adoption, what it takes to implement CPQ, getting salespeople to tag DQ’d leads with “reason disqualified”, getting around the gatekeeper, use-case-driven CRM data migration, to migrate or not to migrate custom fields.

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CRM Adoption
,
CRM
,
Sales

DIY VDSA

January 19, 2017

Sam’s birthday, Steve’s trip Down Under, six levels of CRM expenses, the cure for low CRM adoption by salespeople, Sam’s DIY Virtual Digital Sales Assistant (VDSA), a commentary on Gartner’s Todd Berkowitz’s 10 fearless predictions for 2017.

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Sales
,
Sales Force Automation

Fictional Pipeline

December 28, 2016

Peter D’Cruz on early days sales management software, objective sales pipeline, helping salespeople, building a sales process, self-disciplined salespeople, when buyers buy, explaining yourself fully, disqualifying early, forcing a prospect to say “no”, change the prospect’s opinion, buyer self-education, beware the lonely prospect, the “don’t follow up” sales strategy explained, applying Taoism to sales, not swimming upstream and going with the flow in sales.

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Salesforce
,
Microsoft Dynamics
,
CRM Requirements
,
CRM Adoption
,
Sales

CRM Non-Predictions

December 14, 2016

Sam’s office party interruption, Salesforce vs Microsoft comparison update, CRM requirements for sales management, self-implementing CRM, the cost of CRM professional services, preventing scope creep on flat rate engagements, quote to order to invoice, level of detail in CRM requirements, the difference between sales and marketing, low CRM adoption by salespeople, giving salespeople more options, the Benioff and Nadella bromance is over, our past bad annual predictions, a couple of predictions for 2017, Yahoo! announces a new hack.

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AI and Machine Learning
,
Microsoft Dynamics
,
Marketing Automation

Movable Hazard

November 22, 2016

Golfing in central Florida with alligators, Microsoft Dynamics rebranding and new pricing, more CRM vendors add AI, Chat and Drift, blocking the LinkedIn deal, automating drip marketing, customer journey mapping overload, simplified process mapping with Elements.cloud, CRMNext and banking, building a CRM vertical on a platform vs. building from the ground up.

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Salesforce

The Internet of Boats

October 19, 2016

Sam’s European river cruise & other adventures, Podcasteasy.com, Dreamforce ’16 report, Salesforce Einstein, MVPs, Twitter pass, DCLeaks and acquisition targets, government email security.

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Microsoft Dynamics
,
SugarCRM
,
AI and Machine Learning

Autonomous Upselling

September 15, 2016

Cheap MacBook upgrade, Apple’s port reduction, Yathit for Sugar and Gmail, Microsoft’s big win over Salesforce, Wells Fargo’s sales compensation plan “glitch”, autonomous selling, AI-powered CRM.

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Integration
,
Marketing
,
SugarCRM

Integrable ERP

August 23, 2016

Quickbooks to CRM integration, data driven digital marketing, Oracle acquires NetSuite, salespeople’s first CRM impression, Best CRM advertising site, the $14B CRM debacle, SugarCRM’s channel award, sales & marketing alignment.

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Microsoft Dynamics
,
Salesforce

Popup Free Experience

July 21, 2016

Using Uber for business travel, LinkedIn Sales Navigator integration with Microsoft’s top competitors, Microsoft Dynamics 365, Salesforce closes DemandWare deal, Chat popups and exit intent popups.

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SugarCRM
,
Microsoft Dynamics
,
Salesforce

CRM Carneros Cast

June 15, 2016

SugarCon 2016, Microsoft buys LinkedIn & what Facebook should do, Salesforce buys DemandWare, Klipfolio.

Recorded at the beautiful Gloria Ferrer Caves & Vineyards in Sonoma, California. Many thanks to Jason for his excellent service and great insights into sparkling wine.

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