Salesforce

Podcast

Mathematical CRM Failure

In this episode, Sam and Steve talk about enforcing security for remote work, Covid's effect on shared work spaces, hindsight 2020 Covid predictions, Creatio's unique approach to a virtual conference, Sam's mathematical mindset around phased implementation, Salesforce sunsetting the…

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Video

Xpertdoc Document Generation Demo

View this quick demo of Xpertdoc inside SugarCRM to get a feel for what this document automation solution can do!

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Video

Document Generation & Automation with Xpertdoc

Document automation streamlines sales, eliminates manual data entry errors, and helps keep quotes, contracts, and other assets accurate. Xpertdoc document generation and automation works with SugarCRM, Dynamics, and Salesforce right out-of-the-box. During this quick presentation we learn the…

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Podcast

CRM Millions and Billions

Creatio raises $68 million, HubSpot goes enterprise, Sugar’s HD-CX, AWS and AI, Salesforce eyes $50 billion in five years.

Creatio’s first ever funding announcement video

Rich Green’s Deep Learning & Time video

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Podcast

VAXRM

Salesforce’s Vaccine Cloud, Sam’s vaccine shot scheduling nightmare, Sam’s joint webinar with Creatio, CRM 3.0, how low code/no code has altered roles in CRM deployment & management, field service, ABM, video selling, video training, CRM best practice videos, de-densifying your slide decks,…

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Podcast

Slackquisition

Salesforce’s acquisition of Slack (and Acumen), SugarCRM acquires its largest partner W-Systems, CRM vendors & leads, getting found for CRM searches, Creatio’s 24 hour event, low-code solutions, BA to developer ratios, Facebook acquires Kustomer, visual development tools & whether they are…

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Podcast

Meteorologist Backdroppings

Musings about online meeting technologies and how they’re being used. How CRM vendors are helping out with discounts and free components.

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Podcast

Power Shutoffs & Parasites

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…

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Podcast

Widespread CRM Panic

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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Podcast

Bionic CRM

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

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Podcast

CRM Destinations

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…

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Podcast

How Suite It Is (For SugarCRM)

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…

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Podcast

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,…

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Podcast

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,…

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Podcast

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…

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