Why it’s a Bad Idea to Use the CRM Embedded in Your ERP
ERP (Enterprise Resource Planning) is a software system that helps businesses manage their core operations, such as accounting, inventory, and manufacturing. Many ERP solutions come with an embedded CRM “light” solution. This is appealing to finance and operation people but presents a lot of…Continue reading
What are the Pros and Cons of Custom CRM vs Packaged CRM?
When it comes to CRM software, there are two choices: custom or packaged. Custom CRM is bespoke—it’s built specifically for one customer. Packaged CRM is designed to fit the most common use cases across all customers. Each have their own advantages and disadvantages. Here are some of the biggest…Continue reading
From Selection to Success: How to Achieve High CRM User Adoption
A CRM is worthless if no one uses it. Businesses that are successful focus on CRM user adoption during CRM selection and post-acquisition. Here are some tips on how to do that.Continue reading
Beyond Purchase Price: Understanding the True Cost of CRM
When evaluating the cost of CRM, it is important to consider all of these factors. The initial purchase price is just one part of the total cost of ownership. By understanding the true cost of CRM, you can make an informed decision about whether or not the system is right for your business.Continue reading
Top SMB CRM Selection Considerations
Whether it’s a mom-and-pop shop or a multimillion-dollar corporation, no business wants to lose money on ill-fitting software. Small and medium-sized businesses are especially vulnerable to the negative impacts. SMBs are working with fixed budgets, fluctuating business needs, and limited resources…Continue reading
CRM AI Use Cases
Sam and Steve discuss CRM AI use cases for sales, marketing, customer service, customization & configuration, data migration & integration, analytics, and automations.Listen Now
Dumbed Down By AI
Sam & Steve forget how to think on their own, Enterprise AI megatrends, using ChatGPT for CRM test cases and test dataListen Now
Generative CRM & Marketing
Tech layoffs, low-code development, ChatGPT in marketing, social media marketingListen Now
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.Listen Now
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)Listen Now
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:Continue reading
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
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,…Listen Now
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…Listen Now
Wistia Adds Audio
An interview with Josh Johnson, senior product manager at Wistia, about Wistia’s new audio hosting platform for marketers.Listen Now
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.Listen Now
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.Listen Now
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 2020Listen Now
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.Listen Now
The Infor 9.0 Release: All You Need to Know
Infor is releasing its much anticipated version 9.0 with some very exciting and useful changes. Join us for this informative webinar where Infor Principal Solution Consultant, Ed Heinsius, will take us through the biggest changes and highlights. Don't miss this important opportunity to uncover the new features and functions available to you in 9.0!View Event
Automating Cross-Sell and CX for Banks and Credit Unions
Automation simplifies CX and pinpoints profiles for cross-sell, helping sales be more effective. But improving cross-sell and CX automation takes time and resources that many institutions just don't have.
Without it, Finservs innovate slower and risk lagging behind Fintech competitors. Is there a better way?
1. The state of Finserv & why cross-sell…
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 Event
Low-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.