CRM Talk

CRM Talk
Discussions about CRM and marketing automation solutions and best practices. Analysis of the latest CRM and CRM-related industry news. Hosted by Steve Chipman from CRM Switch and Sam Biardo from Technology Advisors

088 Power Shutoffs & Parasites
Nov 25 • 28 min
CRM News and Information For November 2019
087 Beta Blues
Aug 24 • 25 min
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
Jun 28 • 30 min
An interview with Rich Green, Chief Product Officer and CTO at SugarCRM.
085 Widespread CRM Panic
May 18 • 32 min
CRM and CRM-related news and information for May 2019
084 Max Altschuler of Outreach
Mar 31 • 31 min
Sales engagement and selling in 2019
083 Seedy CRM
Feb 27 • 29 min
A discussion with Greg Martinelli about CRM in the agricultural business. Greg is an ag sales trainer, coach and speaker.
082 Polar CRM
Jan 29 • 31 min
CRM news and information for January 2019
081 Winery CX
Jan 9 • 36 min
CRM News & Information for January 2019
080 UX Darkness
Nov 15, 2018 • 30 min
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…
079 Bionic CRM
Oct 4, 2018 • 30 min
CRM News & Information for October 2018
078 CRM Destinations
Sep 8, 2018 • 31 min
A review of CRM Magazine’s 2018 CRM Market Awards winners
077 How Suite It Is (For SugarCRM)
Aug 23, 2018 • 26 min
CRM news and information for August 2018
076 ERP Implementability
Jul 16, 2018 • 24 min
A discussion with Joel Schneider, president of Liberty Technology Advisors.
075 CRM Investments & Acquisitions
Jun 21, 2018 • 33 min
CRM news and information for June 2018
074 Artificial Reservations
Jun 2, 2018 • 29 min
CRM news and information for May 2018
073 Countdown To GDPR
Apr 20, 2018 • 34 min
Information for U.S. business owners about GDPR, which will take effect in just over a month
072 Vanishing Best of Breed
Mar 30, 2018 • 31 min
CRM news and information for March 2018.
071 GDPR & CRM
Feb 24, 2018 • 31 min
Sam’s upcoming body parts replacement, the CRM Switch multi-year CRM cost calculator, GDPR compliance in the context of CRM and marketing automation, chat & leads, incorporating sales tax in CRM quotes.
070 A Review of CRM Review Sites
Jan 17, 2018 • 30 min
A discussion about the various CRM review sites.
Sales Productivity Inside of Email
Dec 20, 2017 • 36 min
Brandon Bruce of Cirrus Insight makes his third appearance on CRM Talk. This time, he talks about the Cirrus Insight Platform, which is no longer only for Salesforce users.
069 Pointless CRM RFP Questions
Dec 18, 2017 • 31 min
The RFP and RFI questions that don’t help buyers and what better forms of those questions might be.
068 CRM & ERP Selection
Nov 20, 2017 • 32 min
A discussion about the differences between a CRM selection process and an ERP selection process. Where CRM and ERP converge.
Lars Helgeson of GreenRope
Oct 19, 2017 • 31 min
How all-in-one CRM, marketing and operations software can create a more collaborative company culture and help build stronger long term customer relationships.
Ian Gotts of
Oct 17, 2017 • 41 min
A discussion with Ian Gotts about the need for CRM administrators to have business analysis skills. How can help admins and the business in general.
067 Extensible CRM
Oct 11, 2017 • 28 min
CRM news and information for October 2017
066 Gartner Totality
Sep 1, 2017 • 34 min
A multi-year analysis of the Gartner Magic Quadrant for Sales Force Automation
John Rounseville of Saxa Solutions
Aug 2, 2017 • 28 min
A conversation with John Rounseville, cofounder of Saxa Solutions. Saxa is a Salesforce partner that specializes in the Healthcare and Life Sciences industries.
065 The Big Sam Sick
Jul 18, 2017 • 31 min
CRM News and Information For July, 2017
Brandon Bruce of Cirrus Insight
Jul 13, 2017 • 29 min
Sales Effectiveness and Slowing Down The Sale
Jon Ferrara of Nimble
Jul 11, 2017 • 25 min
Jon identifies the many types of people beyond customers and prospects who businesspeople should be connecting with on a regular basis.
064 Vendor Trustiness
Jun 22, 2017 • 30 min
CRM News and Information for June 2017
063 Backlink Cleanse
May 25, 2017 • 30 min
CRM News & Information for May 2017
062 Everything Bots
Apr 18, 2017 • 32 min
CRM News and Information for April 2017
061 Distant Restrooms
Mar 16, 2017 • 31 min
CRM News and Information for March 2017
060 Life Changing CRM
Feb 20, 2017 • 35 min
CRM News and Information for February 2017
Jan 19, 2017 • 37 min
CRM News and Information for January 2017
058 Fictional Pipeline
Dec 28, 2016 • 29 min
A Discussion About Sales Process
057 CRM Non-Predictions
Dec 14, 2016 • 29 min
CRM News and Information for December 2016
056 Movable Hazard
Nov 22, 2016 • 38 min
CRM News and Information for November 2016
055 The Internet of Boats
Oct 19, 2016 • 31 min
CRM News & Information for October 2016
054 Autonomous Upselling
Sep 15, 2016 • 32 min
CRM and Artificial Intelligence
053 Integrable ERP
Aug 24, 2016 • 34 min
QuickBooks to CRM Integration
052 Popup Free Experience
Jul 21, 2016 • 29 min
CRM News and Information for July 2016
051 CRM Carneros Cast
Jun 15, 2016 • 35 min
Microsoft Buys LinkedIn
050 CXM Ahead
May 28, 2016 • 34 min
Customer Experience Management
049 CRM Database Cleaning
Apr 27, 2016 • 33 min
Details of Sam’s CRM Cleaning Effort
048 Stacks of Marketing Technology
Mar 25, 2016 • 32 min
Martech and Marketing Automation Planning
047 CRM Fun & Games
Feb 26, 2016 • 30 min
CRM Gamification
046 El Nino CRM
Jan 30, 2016 • 28 min
Prospect and Customer Engagement
045 Everyone Needs a Rewrite
Dec 12, 2015 • 32 min
CRM Software Rewrites
044 CRM Proximity
Nov 20, 2015 • 30 min
Mapping Software for CRM
043 Between Vacations
Oct 16, 2015 • 32 min
Dreamforce 2015 and Infor San Diego
042 Wispy Cirrus Clouds at Dreamforce
Sep 17, 2015 • 26 min
Cirrus Insight at Dreamforce 2015
041 Useful CRM Cases
Aug 18, 2015 • 35 min
A discussion about CRM use cases
040 Against Doctor’s Orders
Jul 16, 2015 • 29 min
Ignoring Orthopedists & Government CRM
039 Hawkish Warriors
Jun 20, 2015 • 30 min
CRM Project Management, Effectiveness of Drip Mail
038 The Salesfortification of Sage
May 24, 2015 • 33 min
Sage Life in Development on the Salesforce1 Platform
037 Salesforce Speculation Frenzy
May 4, 2015 • 31 min
Potential Suitors
036 Converging on CRM
Apr 2, 2015 • 25 min
Microsoft Convergence 2015 and More
035 Salesforce, Microsoft Dynamics CRM or Sugar?
Mar 14, 2015 • 41 min
Sam, Steve and guest John Kassar discuss the differences and similarities among Sugar, Microsoft Dynamics CRM and Salesforce.
034 Prototypical CRM
Mar 3, 2015 • 29 min
CRM prototypes, configuration vs. customization, Sage’s announcement, Google’s new mobile-friendliness standards, Amazon Prime addiction.
033 Mobile Garments
Feb 12, 2015 • 33 min
How specialization is occurring in everything from mobile apps to underwear. CRM requirements, the business value of podcasting and getting overwhelmed by online ads.
032 Clavicular Hardware
Jan 23, 2015 • 31 min
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 predictions.
031 Infor-mative
Dec 1, 2014 • 33 min
A post Inforum 2014 discussion about Infor CRM (formerly SalesLogix) and how CRM fits in with Infor’s many offerings. Sponsored by
030 CRM & ERP Integrateification
Nov 14, 2014 • 30 min
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. Sponsored by
029 Index This Mess!
Oct 2, 2014 • 30 min
Steve & Sam talk to Diane Berry, Chief Knowledge Evangelist at Coveo, about the present state and the future of customer service. Diane explains how to make sense of ever changing data in different formats across different on-premises…
028 More MA
Sep 24, 2014 • 31 min
Steve and guest Cathy Boudreau of Harvest Solutions discuss HubSpot’s Inbound 2014 conference as well as the similarities & differences between Pardot and HubSpot. Steve also talks about the Marketo road show and what he learned about lead…
027 Infor CRM Part Deux
Aug 21, 2014 • 28 min
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.
026 Clear Corporate Vision
Aug 12, 2014 • 26 min
Brian Kelly, CMO of InsideView, joins Sam and Steve to explain how a combination of data, insights and connections helps salespeople and marketers drive highly relevant conversations and communications - and therefore dramatically higher…
025 Magical CRM Squares
Jul 21, 2014 • 32 min
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
Jun 26, 2014 • 31 min
Sam and Steve discuss Microsoft’s Spring ‘14 Release Preview Guide & the race to catch up with, switching from HubSpot to Pardot, NetSuite SFA, SalesLogix Xbar and G2 Crowd Grid for CRM.
023 Marketing Automization
Jun 11, 2014 • 28 min
Steve returns to the show eight weeks after his mountain bike crash and talks marketing automation and CRM with Sam
022 CRM Requirements Specificity
Mar 24, 2014 • 30 min
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 explained. Twitter today.
021 Headed for the Clouds
Mar 19, 2014 • 30 min
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
Feb 27, 2014 • 41 min
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 (including CRM, of course)
019 In Between Polar Vortices
Jan 24, 2014 • 30 min
Sam and Steve discuss extreme weather, SalesLogix 8.1, Microsoft’s purchase of Parature, cloud CRM iteration pace, BrightTALK integration with Salesforce, Zendesk’s IPO “signals” and more.
018 CRM Spring Cleaning
Jan 15, 2014 • 35 min
Rhoda Bernstein, the Director of Strategic Alliances for Dun and Bradstreet, joins Sam and Steve to talk about important business improvements that result from having accurate CRM data.
017 Safe 2014 CRM Predictions
Dec 27, 2013 • 40 min
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
Dec 18, 2013 • 33 min
Sam and Steve discuss the lead qualification process and the best time for inside sales to handoff a marketing qualified lead to outside sales — and at what point the lead should be converted to an account/contact/opportunity
015 The CRMification of Email
Dec 12, 2013 • 37 min
Glenn Lehner of LinkPoint360 and Brandon Bruce of CirrusPath, publishers of Cirrus Insight, join Steve and Sam to discuss an assortment of topics around email client to CRM integration.
014 @Nolin (with an “i”) on Content Marketing
Nov 29, 2013 • 39 min
Steve and Sam are joined by Nolin LeChasseur of Brainrider for an insightful discussion about B2B content marketing and lead generation.
013 Califorceia Dreamin’
Nov 21, 2013 • 31 min
Sam gets out of a speeding ticket in Wisconsin; Steve reports in on Dreamforce; 1-1-1 giving; mobile, mobile, mobile; the CRM masses; risky CRM demos that worked; SugarCRM’s guerilla marketing effort.
012 CRM and Desert Golf
Nov 7, 2013 • 31 min
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 pros and cons of mix and matchable CRM licenses; Google Apps vs. Office 365; the latest from…
011 In The Weedy Clouds With Clint Oram
Oct 16, 2013 • 35 min
Sam and Steve interview Clint Oram, co-founder and CTO of SugarCRM about the latest release of Sugar and how the changes relate to the user experience. Topics range from an exploration of the technological CRM weeds to contemporary business and…
010 Trusting Your CRM Consultant
Oct 10, 2013 • 25 min
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 Benioff and Michael Arrington lightly spar before delaring their bromantic affection for one…
009 Duped by CRM
Oct 8, 2013 • 33 min
Steve and Sam discuss duplicate prevention and duplicate checking in CRM.
008 The Joys of CRM Data Migration
Oct 3, 2013 • 29 min
Why CRM data migration is more complex than most people naturally assume, what’s wrong with CRM RFPs, A Sugar competitive advantage, Microsoft’s reimagined UI, Salesforce’s seamless upgrades. Hosts: Steve Chipman and Sam Biardo
007 Matt Gorniak on Following the Crowd
Sep 18, 2013 • 23 min
Steve and Sam interview Matt Gorniak, Co-Founder of G2 Growd. G2 Crowd was started to change the game in business technology buying. G2 Crowd provides people with trusted advice from their industry peers through unbiased product ratings and reviews.
006 Kevin Myers is Moving Swiftly
Sep 9, 2013 • 31 min
Steve and Sam interview Kevin Myers, CMO of Swiftpage. Kevin talks about the Swiftpage acquistion of ACT! and SalesLogix, all the rebranding effort needed, the vision for the two products, what the respective markets are, the go to market strategy,…
005 Ridiculously Smart Email
Sep 6, 2013 • 27 min
Musings about intelligent email, why grandma needs a Chromebook, Salesforce earnings, Benioff’s long view, Salesforce Winter ‘14, Who is CRMNext, anyway?, Microsoft’s Nokia acquisition, what we miss about our BlackBerrys. Hosts: Steve Chipman of…
004 Pat Sullivan… He’s Baaack!
Aug 25, 2013 • 27 min
Steve and Sam interview Pat Sullivan and ask him about Contatta, his latest CRM venture. Pat was the co-creator of ACT!, which was the product that defined the Contact Management category. Pat also founded SalesLogix, which became the #1 mid-market…
003 A Sweet Week for SugarCRM
Aug 23, 2013 • 31 min
SugarCRM raises $40 million, Sam talks about the CRM Evolution conference, Steve talks about HubSpot’s INBOUND conference, the vagaries of CRM integration with email. Hosts: Steve Chipman and Sam Biardo
002 The CRM Buying Process
Aug 6, 2013 • 31 min
Steve outlines a seven step CRM buying process, Sam explains the value of riding along with a sales rep, present state vs. future state, why to avoid RFPs, SAP misses earnings target, Microsoft announces new pricing for Dynamics CRM. Hosts: Steve…
001 Preparing for CRM
Jul 22, 2013 • 29 min
Contatta gets more money, Salesforce leapfrogs SAP, 63% of CRM initiatives fail (really?), G2 Crowd ratings, why you should plan your CRM implementation, Gene Marks covers “11 Terrible CRM Systems” for Forbes. Hosts: Steve Chipman & Sam Biardo