Podcasts by CRM Talk

114 Is SEO Dead? from 2023-10-10T22:59

Steve and Sam talk about the state of SEO in the context of CRM and leads.

113 CRM AI Use Cases from 2023-04-12T23:15

Sam and Steve discuss CRM AI use cases for sales, marketing, customer service, customization & configuration, data migration & integration, analytics, and automations.

112 Dumbed Down By AI from 2023-02-25T00:23

Sam & Steve forget how to think on their own, Enterprise AI megatrends, using ChatGPT for CRM test cases and test data

111 Generative CRM&Marketing from 2023-01-13T22:54

Tech layoffs, low-code development, ChatGPT in marketing, social media marketing

110 How Low Can You Code? from 2022-04-18T20:27:47

CRM and CRM-related news & information for April 2022.

109 Scott Eller of Neuraswitch from 2022-01-22T23:59:35

Steve and Sam talk to Scott Eller, Chief Relationship Officer & Co-founder of Neuraswitch about transcription, redaction, ...

108 Skynet Marketing from 2021-12-23T23:21:41

A rundown of current marketing & sales AIs.

107 Mathematical CRM Failure from 2021-11-08T02:58:36

Sam and Steve talk about enforcing security for remote work, COVID's effect on shared workspaces, hindsight 2020 COVID predictions, Creatio's unique approach to a virtual conference, Sam's mathe...

106 Kevin Snow of Time On Target from 2021-09-30T22:33:17

Steve and Sam interview Kevin Snow, CEO of Time on Target, sales expert, and technology geek, about CRM implementation challenges, introverted salespeople, accurate sales forecasting, and more.<...

105 Andy Zambito of Creatio from 2021-07-30T15:34:59

Andy Zambito, Chief Sales Officer, Americas at Creatio, joins Sam & Steve to talk about process management, CRM, digital transformation, low-code, tailored experiences, differentiation, speed of...

104 Listmania Part Deux from 2021-06-23T13:37:44

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 experien...

103 Are You Listicling? from 2021-05-06T23:37:44

Sam and Steve verbally expand on several of their respective listicles. Source posts are:

10 Question...

102 Jeffrey Russo of HubSpot from 2021-04-14T01:26:54

An interview with Jeffrey Russo, Director of Product, Sales Hub Go-to-Market at HubSpot. HubSpot's evolution from a marketing system to broader front office solution, focusing on the needs of th...

101 CRM Millions and Billions from 2021-03-12T02:32:14

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 fund...

100 VAXRM from 2021-01-29T05:00:24

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 servi...

099 Slackquisition from 2020-12-21T23:13:59

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,...

098 Wistia Adds Audio from 2020-12-07T16:05:15

An interview with Josh Johnson, senior product manager at Wistia, about Wistia's new audio hosting platform for marketers.

Listen

097 David Campbell of SugarCRM from 2020-10-23T12:56:35

David Campbell, Vice President of Product Marketing at SugarCRM, joins Sam & Steve to discuss sales, marketing, customer support, data, AI and the customer experience.

096 Muting Rogan from 2020-10-01T23:51:27

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.

095 Emoji Queries❓ from 2020-08-06T14:12:57

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

094 Zooming Requirements from 2020-06-25T13:36:46

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 & conducti...

093 Meteorologist Backdroppings from 2020-04-30T23:03:08

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

092 Adaptation from 2020-03-21T23:33:44

Sam & Steve talk about ways to adapt your sales and marketing to our current reality.

091 Work Distancing from 2020-03-13T22:45:40

090 Craig Charlton, CEO - SugarCRM from 2020-01-17T13:53:45

089 CRM AI Demixed from 2019-12-20T23:04:24

088 Power Shutoffs&Parasites from 2019-11-25T20:22:51

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. Obs...

087 Beta Blues from 2019-08-24T13:40:52

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.

086 Rich Green of SugarCRM from 2019-06-28T14:50:10

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...

085 Widespread CRM Panic from 2019-05-18T20:18:53

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'...

084 Max Altschuler of Outreach from 2019-03-31T18:53:51

Sam & Steve talk to Max Altschuler, Vice President of Marketing at Outreach, about sales engagement and how Listen

083 Seedy CRM from 2019-02-27T22:48:12

A discussion with Greg Martinelli about CRM in the agricultural business. Greg is an ag sales trainer, coach and speaker.

Greg's website.

082 Polar CRM from 2019-01-30T01:24:48

The deep freeze hits Chicago just in time for the bpm'online conference. Sam previews his talk at the conference.

081 Winery CX from 2019-01-09T16:37:58

Sam's latest wine club, when & why Infor CRM wins, a look back at 2018 acquisitions, ContactOut Chrome extension, Wix gets into CRM, "CX" in 2019, CRM in email client sidebars, CRM AI in 2019, 5...

080 UX Darkness from 2018-11-16T02:44:29

Instead of show notes for this episode, we'd like to use this real estate to provide information about an option for making a donation to victims of the Camp Fire. Since you're most likely readi...

079 Bionic CRM from 2018-10-05T03:33:29

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

078 CRM Destinations from 2018-09-08T14:15:37

A bad technology day, how we can collectively put an end to call center cold calls, a review of CRM Magazine's Listen

077 How Suite It Is (For SugarCRM) from 2018-08-24T01:30:36

Accel KKR makes a 9 figure investment in SugarCRM. Some of the other potential compatible AKKR companies. Sugar's redesig...

076 ERP Implementability from 2018-07-17T02:51:34

Sam and Steve talk with Joel Schneider, president of Liberty Technology Advisors about what about what should be behind prope...

075 CRM Investments&Acquisitions from 2018-06-22T03:26:35

Sam and Steve test-drive Zencastr, Pipedrive raises $50 million, smaller vendors be ...

074 Artificial Reservations from 2018-06-02T14:23:43

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 Listen

073 Countdown To GDPR from 2018-04-21T00:17

GDPR will take effect in just over a month. Ian Gotts of Elements.Cloud returns to discuss GDPR with Sam and Steve.

072 Vanishing Best of Breed from 2018-03-30T16:55:14

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...

071 GDPR&CRM from 2018-02-24T05:14:41

Sam's upcoming body parts replacement, CRM Switch named a Top 10 CRM Blog for 2017 by CRMBuyer, the CRM Sw...

070 A Review of CRM Review Sites from 2018-01-18T02:00:44

A discussion about the various CRM review sites. How they work and how to use them.

Sales Productivity Inside of Email from 2017-12-20T18:22:20

Brandon Bruce of Cirrus Insight makes his third guest appearance on CRM Talk. This time, he talks about the Cirrus In...

069 Pointless CRM RFP Questions from 2017-12-19T01:35:52

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...

068 CRM&ERP Selection from 2017-11-21T01:49:18

In this episode, we’re joined by Daryn Reif of CRM Switch, who special...

Lars Helgeson of GreenRope from 2017-10-20T01:22:12

The email marketing origins of GreenRope, the transition to an all-in-one platform for managing long term relationships, sharing multiple methods...

Ian Gotts of Elements.cloud from 2017-10-18T01:43:13

CRM administration, the high demand for businesses analysis skills, what it takes to become a skilled business analyst, creating a basis for process improvement, t...

067 Extensible CRM from 2017-10-12T00:21:57

California wine country fires, upcoming CRM vendor interviews, G2 Crowd Grid for CRM, Pipedrive vs. Pipeliner CRM confusion, CRM systems that allow for extending t...

066 Gartner Totality from 2017-09-01T04:14:36

Sam’s arduous journey home from the path of totality, a multi-year analysis of the Gartner Magic Quadrant for Sales Force Automation, commentary on the movement of...

John Rounseville of Saxa Solutions from 2017-08-03T00:35:37

A conversation with John Rounseville, co-founder of Saxa Solutions. Saxa is a Salesforce partner that...

065 The Big Sam Sick from 2017-07-18T05:02:07

Sam gets sick and infects conference attendees plus his employees, Steve’s guest appearance on “Our Love Hate Relationship With Sales”, Infor CRM’s integration to ...

Brandon Bruce of Cirrus Insight from 2017-07-13T15:33:15

Brandon’s run for Knoxville city council, persistent CRM adoption problems and what to do about them, where salespeople actually build relationsh...

Jon Ferrara of Nimble from 2017-07-11T17:03:42

A discussion with Jon Ferrara about managing relationships where you can have conversations.

Listen

064 Vendor Trustiness from 2017-06-23T00:33:35

Cleveland is not Detroit, prospect reactions to vendor canned responses and preset dialogs, All Turtles for natural language AI, Cirrus Insight’s coming Flight Pla...

063 Backlink Cleanse from 2017-05-26T03:36:46

Identifying and getting rid of toxic backlinks, The new version of Starfish ETL, the upcoming Starfish ETL partner program, LinkedIn data’s availability to Microso...

062 Everything Bots from 2017-04-19T01:54:34

Skype fail and Plan B, gated vs. ungated content, A/B testing, HTML vs. plain text nurture emails, nurture tactics, tracking with Google Analytics events, visualiz...

061 Distant Restrooms from 2017-03-17T02:42:55

Unlimited Verizon data (sort of), Apple’s possible move from Salesforce to Sugar, IBM’s move to Salesforce’s Service Cloud, Salesforce’s use of IBM’s Watson to pow...

060 Life Changing CRM from 2017-02-21T01:45:31

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...

059 DIY VDSA from 2017-01-20T04:50:20

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)...

058 Fictional Pipeline from 2016-12-29T00:23:10

Peter D’Cruz on early days sales management software, objective sales pipeline, helping salespeople, building a sales process, self-disciplined salespeople, when b...

057 CRM Non-Predictions from 2016-12-15T02:08:03

Sam’s office party interruption, Salesforce vs Microsoft comparison update, CRM requirements for sales management, self-implementing CRM, the cost of CRM professio...

056 Movable Hazard from 2016-11-23T01:59:42

Golfing in central Florida with alligators, Microsoft Dynamics rebranding and new pricing, more CRM vendors add AI, Chat and Drift, ...

055 The Internet of Boats from 2016-10-20T03:17:07

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

054 Autonomous Upselling from 2016-09-16T00:49:01

Cheap MacBook upgrade, Apple’s port reduction, Yathit for Sugar and Gmail, Microsoft’s big win over Salesfor...

053 Integrable ERP from 2016-08-24T05:21:17

Quickbooks to CRM integration, data driven digital marketing, Oracle acquires NetSuite, salespeople's first CRM impression, Best CRM advertising site, the $14B CRM...

052 Popup Free Experience from 2016-07-22T01:03:04

Using Uber for business travel, LinkedIn Sales Navigator integration with Microsoft's top competitors, Microsoft Dynamics 365, Salesforce closes DemandWare deal, C...

051 CRM Carneros Cast from 2016-06-16T01:35:58

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

Recorded at t...

050 CXM Ahead from 2016-05-28T18:20:51

CRM Evolution conference, customer portals, customer experience management (CX, CEM or CXM), Salesforce NA14 downtime, voice commands and CRM, Amazon Echo, Calendl...

049 CRM Database Cleaning from 2016-04-27T05:28:06

Apple news, being an airline passenger in the 1960's, Sam's CRM database cleaning effort, limiting the number of marketing automation system records.

...

048 Stacks of Marketing Technology from 2016-03-26T00:22:36

Sonoma wine, MarTech, the marketing technology stack, how to develop a marketing automation playbook.

Steve's Listen

047 CRM Fun&Games from 2016-02-26T23:51:38

Sam and Steve discuss gamification and touch on the benefits of a marketing automation playbook.

Steve's Listen

046 El Nino CRM from 2016-01-30T17:42:39

Voice control of CRM, prospect and customer engagement data with Wistia and Attach, CRM poll results...

045 Everyone Needs a Rewrite from 2015-12-12T16:21:19

Native advertising, removal of CRM features, CRM software rewrites, 2016 predictions, crowdsourced CRM review sites.

S...

044 CRM Proximity from 2015-11-21T01:50:30

Steve and Sam talk CRM and mapping with Proxima Software founder David Wahl.

Steve's Listen

043 Between Vacations from 2015-10-17T01:31:17

Sam & Steve discuss Dreamforce, Infor Next San Diego, CPQ technology, Amazon EC2 & S3, Chromebooks, Vertical CRM vendors and LinkedIn as CRM.

Listen

042 Wispy Cirrus Clouds at Dreamforce from 2015-09-17T13:45:25

Steve interviews Brandon Bruce, co-founder of CirrusPath, at Dreamforce 2015 in the Admin Zone.

Listen

041 Useful CRM Cases from 2015-08-18T23:40:15

Sam and Steve talk about CRM use cases and about a bottle of 2001 Casanova di Neri Brunello.

Steve's Listen

040 Against Doctor's Orders from 2015-07-16T22:45:24

Ignoring orthopedists, Apple Watch, Government CRM, poor man's B2B landing pages

039 Hawkish Warriors from 2015-06-20T14:28:16

After congratulating one another for the respective championship victories of the Hawks and the Warriors, Sam and Steve discuss CRM project management, the effecti...

038 The Salesfortification of Sage from 2015-05-25T03:13:33

Steve and Sam lightly deconstruct the Marc Benioff / Stephen Kelly fireside chat about the upcoming release of Sage Life, a small business accounting application t...

037 Salesforce Speculation Frenzy from 2015-05-04T22:48:08

Sam and Steve discuss all the speculation that was sparked by Bloomberg's report that salesforce.com "is working with financial advisors". Zoho's CEO speaks out. C...

036 Converging on CRM from 2015-04-03T01:10:33

Steve & John discuss Microsoft Convergence 2015, InsideSales, ProsperWorks, HubSpot CRM and Larry Ellison.

035 Salesforce, Microsoft Dynamics CRM or Sugar? from 2015-03-14T14:49:55

Sam, Steve and guest John Kassar discuss the differences and similarities among Sugar, Microsoft Dynamics CRM and Salesforce.

034 Prototypical CRM from 2015-03-04T04:11:01

CRM prototypes, configuration vs. customization, Sage's salesforce.com announcement, Google's new mobile-friendliness standards, Amazon Prime addiction.

033 Mobile Garments from 2015-02-13T00:52:44

How specialization is occurring in everything from mobile apps to underwear. CRM requirements, the business value of podcasting and getting overwhelmed by online a...

032 Clavicular Hardware from 2015-01-24T02:05:07

After talking about Steve's latest mountain bike mishap, Sam and Steve review their batting averages on their 2014 CRM predictions and take a stab at some 2015 pre...

031 Infor-mative from 2014-12-01T08:30

A post Inforum 2014 discussion about Infor CRM (formerly SalesLogix) and how CRM fits in with Infor's many offerings. Sponsored by http://crmswitch.com

030 CRM&ERP Integration from 2014-11-15T01:18:29

Steve & Sam discuss the differences between integrating CRM & ERP and unifying the two product categories, as well as the challenges that come with either scenario...

029 Index This Mess! from 2014-10-03T03:09:19

Steve & Sam talk to Diane Berry, Chief Knowledge Evangelist at Coveo, Listen

028 More MA from 2014-09-25T02:45:58

Steve and guest Cathy Boudreau of Harvest Solutions discuss HubSpot's Inbound 2014 conference as well as the similarities & differences between Pardot and HubSpot....

027 Infor CRM Part Deux from 2014-08-21T06:39:27

Sam and Steve trace Infor's CRM moves from the 2011 bromance between Charles Phillips and Marc Benioff to the recent acquisition of SalesLogix from SwiftPage. Listen

026 Clear Corporate Vision from 2014-08-12T14:28:15

Brian Kelly, CMO of InsideView, joins Sam and Steve to explain how a combination of data, insights and connections helps sa...

025 Magical CRM Squares from 2014-07-22T00:44:09

Steve and Sam discuss Gartner's 2014 Magic Quadrant for Sales Force Automation. Sam airs a few of his CRM pet peeves.

024 Spring Fourteens from 2014-06-27T00:56:39

Sam and Steve discuss Microsoft's Spring '14 Release Preview Guide & the race to catch up with salesforce.com, switching from HubSpot to Pardot, NetSuite SFA, Sale...

023 Marketing Automization from 2014-06-11T22:55:06

Steve returns to the show eight weeks after his mountain bike crash and talks marketing automation and CRM with Sam

022 CRM Requirements Specificity from 2014-03-25T01:43:18

The benefits to defining your CRM requirements as early as possible. Base's move from Chicago to the Bay area. Microsoft's CRM strategy. Native advertising explain...

021 Headed for the Clouds from 2014-03-19T13:55:37

Dan Ogdon joins Sam & Steve to discuss the coming Act! Cloud and how it will be interwoven with Swiftpage's flagship email marketing offering.

020 The Bacon of Technology from 2014-02-28T02:56:09

Dan Reid, the Director of Product Management for partners at DocuSign, Inc., joins Sam and Steve to discuss why everything's better with DocuSign on top of it (inc...

019 In Between Polar Vortices from 2014-01-25T02:51:20

Sam and Steve discuss extreme weather, SalesLogix 8.1, Microsoft's purchase of Parature, cloud CRM iteration pace, BrightTALK integration with Salesforce, Zendes...

018 CRM Spring Cleaning from 2014-01-16T02:11

Rhoda Bernstein, the Director of Strategic Alliances for Dun and Bradst...

017 Safe 2014 CRM Predictions from 2013-12-27T23:00:29

Sam & Steve review the year in CRM and make some predictions for 2014 without going too far out on respective limbs.

016 Sales Lead Handoffabilityness from 2013-12-19T01:22

Sam and Steve discuss the lead qualification process and the best time ...

015 The CRMification of Email from 2013-12-13T03:48

Glenn Lehner of LinkPoint360 and Brandon Bruce of CirrusPath, publishers of Listen

014 @Nolin (with an "i") on Content Marketing from 2013-11-30T00:40

Steve and Sam are joined by Nolin LeChasseur of Brainrider for an insightful disc...

013 Califorceia Dreamin' from 2013-11-22T01:39

Sam gets out of a speeding ticket in Wisconsin; Steve reports in on Dreamforce; 1-1-1 giving; Listen

012 CRM and Desert Golf from 2013-11-08T02:34

Sam reports in from the SwiftPage partner conference in Scottsdale, AZ; the latest on SalesLogix and ACT!; Contatta's low-key partner guerilla marketing; the pro...

011 In The Weedy Clouds With Clint Oram from 2013-10-17T00:00

Sam and Steve interview Clint Oram, co-founder and CTO of SugarCRM about the latest release of Sugar and how the changes ...

010 Trusting Your CRM Consultant from 2013-10-10T07:30

Establishing trust between a CRM consultant and a customer, the concept of a proof-of-concept, Steve pokes fun at Microsoft's CRM video script writer, Marc Benio...

009 Duped by CRM from 2013-10-08T09:30

Steve and Sam discuss duplicate prevention and duplicate checking in CRM.

008 The Joys of CRM Data Migration from 2013-10-04T02:57

Why CRM data migration is more complex than most people naturally assume, what's wrong with CRM RFPs, A Sugar competitive advantage, Microsoft's reimagi...

007 Matt Gorniak on Following the Crowd from 2013-09-19T03:30

Steve and Sam interview Matt Gorniak, Co-Founder of Listen