Sam Biardo

Upcoming Events
Using Digital Tech to Cross-Sell Customers
Are your customers receiving the right offers at the right time?
To effectively cross-sell, modern banks, credit unions, and other financial institutions trust accurate insights to inform their targeting. Machine learning and intelligent workflows are just two digital tools that make this possible.
During this webinar, we’ll discuss:
- What a modern technology infrastructure…
Recent Contributions
Kevin Snow of Time On Target
Steve and Sam interview Kevin Snow, CEO of Time on Target, sales expert, and technology geek, about CRM implementation challenges, introverted sales people, accurate sales forecasting, and more.
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Listmania Part Deux
10 questions you should ask when looking at integrating your CRM, 5 reasons a spreadsheet is not a database, 8 plugins to use with your new WordPress site (relating to Google’s new page experience standards)
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Are You Listicling?
Sam and Steve verbally expand on several of their respective listicles. Source posts are:
10 Questions you Must Ask When Selecting a CRM (https://www.techadv.com/blog/10-questions-you-must-ask-when-selecting-crm)
5 Levels of CRM Requirements (https://crmswitch.com/…

10 Questions you Must Ask When Selecting a CRM
If you know the right questions to ask your CRM vendors, you’ll not only be able to make a well informed decision, but you will also increase your likelihood of long-term success with the CRM. Here are the crucial questions I recommend asking your CRM vendors:
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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

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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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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Wistia Adds Audio
An interview with Josh Johnson, senior product manager at Wistia, about Wistia’s new audio hosting platform for marketers.
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David Campbell of SugarCRM
David Campbell, Vice President of Product Marketing at SugarCRM, joins Sam & Steve to discuss sales, marketing, customer support, data, AI and the customer experience.
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Muting Rogan
The west coast in flames, whether a podcaster should host the next presidential debate, CRM product news from Inforum, updates from HubSpot’s virtual Inbound conference.
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Emoji Queries
Sam’s commitment to golf, the NHL and NBA bubbles, deploying CRM & training CRM users during a pandemic, using emojis for product searches, the most effective forms of marketing in 2020
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Zooming Requirements
A moratorium on CEO interviews, iOS 14 & location tracking, an “off the grid” mobile option, marketers’ digital transformation, new Google My Business features, gathering requirements & conducting online workshops.
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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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Adaptation
Sam & Steve talk about ways to adapt your sales and marketing to our current reality.
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Work Distancing
CRM & marketing automation news and information for March 2020
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Craig Charlton, CEO – SugarCRM
Sam interviews Craig Charlton, Chief Executive Officer at SugarCRM.
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Beta Blues
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
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…

Max Altschuler of Outreach
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…
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Events Hosted
Low Code 101: Enabling Process Automation in Banking
The banking sector is changing rapidly. Customer expectations are shifting and digital banking has established itself as the new norm. Join this webinar to dive into the trends affecting banking tech and learn how banks are using process automation and low code to pivot with the evolving landscape.
- Analysis and insights on 2022 banking technology trends
- A look at how process automation is impacting…
Creatio CRM vs. Infor CRM: A Head-to-Head Comparison
To properly compare CRM solutions, it's important to know how the features will support your business. The best way to get a handle on those features is to see them in action. During this webinar, our experts will use a live demonstration to show how Creatio CRM and Infor CRM fare when they battle head-to-head on features, functions, usability, and the overall interface of their solutions. Join us for this informative…
View EventLow-Code Era: How Companies Can Accelerate Sales Processes and Empower Employees to Overcome Market Disruptions
Join our CEO, Sam Biardo, along with other industry experts, as they dive in on how low-code CRM technologies can help companies swiftly reconfigure their sales strategies and processes to grow in the new COVID-19 reality.
To return sales volumes to the pre-pandemic trajectory and build resilience for future challenges, businesses demand innovative technologies. Join us for a live discussion on ideas for HOW.
Creatio Coffee Break
Join us for a virtual coffee break after Creatio's ACCELERATE conference! We'll use our 30+ years of CRM and software experience to answer your questions and teach you strategic approaches for successful CRM deployment.
Scroll down to read the full event schedule!
Accelerate Global
A unique 24-hour live stream filled with insights, trends, real-world cases and practical workshops on how to accelerate business transformation just at the click of a mouse. Join the event in your timezone and language and learn how to build a low-code enterprise. Highlights include:
✓ Learning the latest technology trends from industry experts and colleagues
✓ Building new relationships that help grow…