Thu, 15 November 2018
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 reading this on your mobile phone, please text CAWILDFIRES to 90999 to make a $10 donation (the Red Cross and AT&T). |
Thu, 4 October 2018
Dreamforce 2018, Inform, CRM AI offerings, SugarCRM's input on why they win deals. |
Sat, 8 September 2018
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 scores. |
Thu, 23 August 2018
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 consultative and real. The idea of conversational engagement. The Gartner Magic Quadrant for Sales Force Automation and some of the positional changes since last year. A close pack in the Leader quadrant. bpm'online is alone in the Challenger's quadrant. ProsperWorks rebrands to Copper. Copper's win percentage vs Salesforce. Salesforce and Google are cozying up. Will Google acquire a CRM vendor? Google's Hangouts Meet as a viable online meeting app. |
Mon, 16 July 2018
Sam and Steve talk with Joel Schneider, president of Liberty Technology Advisors about what about what should be behind proper ERP selection and implementation processes. Joel answers the question, "is cloud-based ERP as easy as the vendors would lead you to believe?" Joel also addresses many of the factors that people within any organization need to consider before making a decision on an ERP vendor---whether the vendor's offering is cloud or on-premises. The approaches to strategy, selection and implementation for ERP and for CRM are contrasted. |
Thu, 21 June 2018
Sam and Steve test-drive Zencastr, Pipedrive raises $50 million, smaller vendors be “taking on” the big CRM vendors or is there a better strategy?, Nimble’s approach, Swiftpage’s investment and their focus on “the easiest product on the market to use”, Act! Connect, the Collabspot plugin for Office 365 and G Suite, contact enrichment, marketing approved email templates vs. empowering salespeople, TIBCO buys Scribe Software, data lakes, a deep dive on integration methods. |
Sat, 2 June 2018
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, the FBI’s instruction to reboot your router, Alexa privacy fail, bpm’online's conference and roadmap, their 15 use cases for AI, AI’s potential for sandbagging detection and for booking travel. |
Fri, 20 April 2018
GDPR will take effect in just over a month. Ian Gotts of Elements.Cloud returns to discuss GDPR with Sam and Steve. |
Fri, 30 March 2018
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, Microsoft’s Dynamics 365 strategy of combining acquisitions, product groupings, Microsoft’s impressive seasonal release documentation, Microsoft Office 365 upgrades to Dynamics, Sam’s GDPR webinar series, the need for a public documented & auditable processes, GDPR policy statement template, recording GDPR related transactions in CRM, how to change your outbound emailing procedures. Webinar: GDPR & Your CRM Webinar |
Fri, 23 February 2018
Sam's upcoming body parts replacement, CRM Switch named a Top 10 CRM Blog for 2017 by CRMBuyer, the CRM Switch multi-year CRM cost calculator, GDPR compliance in the context of CRM and marketing automation, blockchain and GDPR compliance, chat & leads, incorporating sales tax in CRM quotes. |
Wed, 17 January 2018
A discussion about the various CRM review sites. How they work and how to use them. |