CRM Talk podcast

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Marketo Microsoft Pardot Salesforce Zoho CRM Switch Sam Biardo Steve Chipman MBA Creatio Marketing Business HubSpot SugarCRM CRM

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Marketing Roundup

Lagt til eleven år siden

Innhold levert av CRM Switch, Steve Chipman, and Sam Biardo. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av CRM Switch, Steve Chipman, and Sam Biardo eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

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We Have The Receipts

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We Have The Receipts podcast artwork

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Battle Camp S1: Reality Rivalries with Dana Moon & QT 1:00:36

for 4 dager siden1:00:36

1:00:36

Do you have fond childhood memories of summer camp? For a chance at $250,000, campers must compete in a series of summer camp-themed challenges to prove that they are unbeatable, unhateable, and unbreakable. Host Chris Burns is joined by the multi-talented comedian Dana Moon to recap the first five episodes of season one of Battle Camp . Plus, Quori-Tyler (aka QT) joins the podcast to dish on the camp gossip, team dynamics, and the Watson to her Sherlock Holmes. Leave us a voice message at www.speakpipe.com/WeHaveTheReceipts Text us at (929) 487-3621 DM Chris @FatCarrieBradshaw on Instagram Follow We Have The Receipts wherever you listen, so you never miss an episode. Listen to more from Netflix Podcasts.…

CRM Talk

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Innhold levert av CRM Switch, Steve Chipman, and Sam Biardo. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av CRM Switch, Steve Chipman, and Sam Biardo eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Analysis of the latest CRM industry news. Discussions about CRM best practices and how to succeed with CRM.

… continue reading

107 episoder

#Marketo #Microsoft #Pardot #Salesforce #Zoho #CRM Switch #Sam Biardo #Steve Chipman #MBA #Creatio #Marketing #Business #HubSpot #SugarCRM #CRM

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CRM Talk

72 subscribers

updated for 14 dager siden

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Serier hjem•Feed

Innhold levert av CRM Switch, Steve Chipman, and Sam Biardo. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av CRM Switch, Steve Chipman, and Sam Biardo eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Analysis of the latest CRM industry news. Discussions about CRM best practices and how to succeed with CRM.

… continue reading

107 episoder

#Marketo #Microsoft #Pardot #Salesforce #Zoho #CRM Switch #Sam Biardo #Steve Chipman #MBA #Creatio #Marketing #Business #HubSpot #SugarCRM #CRM

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CRM Talk

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124 Jen Noonan of Infor 39:02

for 14 dager siden39:02

39:02

Jennifer Noonan, VP and GM of CX and IPMC Business Units at Infor, joins Steve and Sam to discuss the evolution of Infor CRM SLX (formerly SalesLogix) and its role in industry-specific digital transformation. Jen shares how Infor’s vertically aligned strategy enables the delivery of tailored ERP and CRM solutions to manufacturing, distribution, and service-based organizations. The conversation covers CRM and ERP integration, quoting workflows, and why CRM should be the system of engagement while ERP remains the system of record. Jen also reflects on Koch Industries’ long-term investment approach and how it has accelerated innovation across Infor’s cloud offerings.…

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CRM Talk

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123 CRM Readiness Challenge 31:41

for 9 weeks siden31:41

31:41

Is your organization ready for CRM? Sam and Steve discuss the ten readiness statements from CRM Switch's online calculator: https://crm-readiness-calculator.crmswitch.com/

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CRM Talk

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122 AI Agent Ascension 29:08

for 21 weeks siden29:08

29:08

In this episode of CRM Talk, Steve Chipman and Sam Biardo discuss AI agents and their impact on business. They talk about how AI agents have evolved from basic IVR functionality to sophisticated business tools. Steve mentions Greg Eisenberg's insights about various types of agents (acquisition, research, content, and community agents) and how they're replacing human tasks at a fraction of the cost ($2,000 in agent costs vs $2 million in salary costs). They discuss Salesforce's Agentforce, with Steve noting Marc Benioff's aggressive marketing against Microsoft's Copilot. Sam shares his experience using Copilot and discusses implementing AI in their Starfish product, including their pricing strategy of raising rates to cover AI token costs. They also explore various pricing models for AI services, from token-based to per-question pricing, and discuss the integration trends they're seeing in the industry, particularly with ServiceNow, HubSpot, and Infor. The conversation concludes with a discussion of sales tax software integration needs and AI-powered headshot generation tools. Sam LinkedIn : linkedin.com/in/sambiardo/ Steve LinkedIn: linkedin.com/in/schipman/ Steve X: @stevechipman…

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CRM Talk

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121 Deploying CRM Successfully 33:08

for 27 weeks siden33:08

33:08

Sam Biardo of Technology Advisors and Steve Chipman of CRM Switch discuss the changes and trends in CRM implementations over the past few years. The key points discussed include the shift towards low-code/no-code platforms, the transition from on-premise to cloud-based solutions, the reduced need for developers and increased reliance on business analysts, the growing involvement of clients in the configuration process, and the emphasis on delivering a minimally viable product (MVP) in shorter implementation cycles to minimize risk and provide faster value realization. Other topics covered include the importance of planning and phasing, integration challenges with legacy systems, project management and AI tools, reporting and dashboard creation, measuring success criteria, and data migration best practices. Sam LinkedIn : linkedin.com/in/sambiardo/ Steve LinkedIn: linkedin.com/in/schipman/ Steve X: @stevechipman…

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CRM Talk

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120 HubSpot vs. Salesforce 42:21

for 31 weeks siden42:21

42:21

Sam Biardo of Technology Advisors and Steve Chipman of CRM Switch discuss the high-level differences between these top CRM vendors. Topics include: Vendor Overviews Scope and Complexity of Business Needs Extending the CRM Database Native vs. Integrated Marketing Functionality The Consultant Ecosystems The HubSpot & Salesforce App Marketplaces Freemium vs. Only Pay-For Scope of Product Offerings AI Features Business Process Automation Tools The User Experience and Interface Near the end, we tacked on an AI version of the podcast created with NotebookLM, derived from a blog post that Steve wrote about the high-level differences between Salesforce and HubSpot . Sam LinkedIn : linkedin.com/in/sambiardo/ Steve LinkedIn: linkedin.com/in/schipman/ Steve X: @stevechipman…

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CRM Talk

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119 Sati Hillyer of OneMob 34:30

for 50 weeks siden34:30

34:30

Steve Chipman of CRM Switch and Sam Biardo of Technology Advisors talk to Sati Hillyer, founder and CEO of OneMob, about his journey from starting the AppExchange at Salesforce to developing and advancing his company's video platform for sellers over an almost ten-year period. With a OneMob microsite, sellers can provide context, content, and a clear next step for the prospect. 👉 If you are in sales, you can sign up for a Forever Free account at https://onemob.com/pricing-benefits/…

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CRM Talk

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118 Always Be Video Closing 32:37

for 1 year siden32:37

32:37

Sam and Steve are joined by Jon Richards of Evolve Video Marketing . We discuss today's buyer, using video in the sales process, how digital sales rooms work, and getting salespeople to adopt tools like OneMob.

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CRM Talk

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117 Ross Simmonds of Foundation Marketing 41:57

for 1 year siden41:57

41:57

Steve Chipman of CRM Switch and Sam Biardo of Technology Advisors talk to marketing guru Ross Simmonds, who shares insights on creating valuable content and leveraging AI to optimize and distribute it more efficiently across channels. Topics include the disconnect between marketing and sales teams, taking an investor mindset with content assets, events, and video for lead generation, email outreach fatigue, and predictions for increased AI usage and industry consolidation.…

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CRM Talk

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116 Quote-to-Crypto 31:01

for 1 year siden31:01

31:01

Steve and Sam discuss quote-to-cash (Q2C) solutions that enable sales teams to quickly generate quotes and receive more orders. They cover use cases for field and desk-based sales, components like CPQ and eSignature integrations, rule-based guidance, and vendor solutions from Conga to MobileForce. Also discussed are sales scenarios with frequent pricing changes, needed integrations, and evaluating vendors based on industry-specific requirements.…

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CRM Talk

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115 Your Perfect AI Self 32:54

for 1 year siden32:54

32:54

AI-generated summary In this episode, Sam and Steve discuss the benefits of podcasting for marketing versus blogging, based on data showing more people per podcast than per blog. It then covers a survey showing that most marketers are using at least some AI to generate blog content, with the risk of too much AI hurting search rankings. Sam and Steve agree AI is best for outlines and some after-the-fact SEO optimization, while human-written content ranks better. They discuss various uses of AI in marketing, like generating content sections, outlines, titles/descriptions, Tweets, LinkedIn posts, images, presentations, and videos. Key takeaways are that AI is extremely helpful for accelerating content creation and distribution but should be used carefully and edited by humans for the best results. The hosts emphasize keeping human-created, original text for critical content like blogs. They note AI content lacks nuance and sounds formulaic if not edited. Data shows that human-optimized content ranks better in search. Other topics include using AI for sales enablement assets, contracts, policies, CRM, training, and deflecting questions. AI is great for outlines, titles, descriptions, and images, but human creativity is essential for resonance and ranking. X thread prompt "Create an X (formerly Twitter) thread from this article https://yourcompany.com/blog/postname. Ignore the information in the page's footer. Create a 5-part thread, with 3-4 lines each. Each part should lead the reader to read the next part of the thread. Do not use hashtags."…

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CRM Talk

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114 Is SEO Dead? 29:53

for 2 years siden29:53

29:53

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

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CRM Talk

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113 CRM AI Use Cases 31:31

for 2 years siden31:31

31:31

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

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CRM Talk

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112 Dumbed Down By AI 37:09

for 2 years siden37:09

37:09

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

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CRM Talk

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111 Generative CRM & Marketing 34:23

for 2 years siden34:23

34:23

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

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CRM Talk

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110 How Low Can You Code? 30:26

for 3 years siden30:26

30:26

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

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