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 https://www.crmswitch.com and Sam Biardo from Technology Advisors http://techadv.com
Episodes
In the final episode of the CRM Talk Podcast, hosts Steve Chipman and Sam Biardo reflect on over a decade of industry evolution since their 2013 debut. Spanning 129 episodes, the duo discusses the transition from basic reporting to integrated AI and no-code development.
They explore shifting client expectations, noting a move from highly customized processes toward seeking vendor-led best practices. The conversation highlights the ...
Steve and Sam are joined by One Chowdhury, founder of the AI-native CRM, Octolane. One shares his incredible journey from a Duke University student who didn't know what a CRM was to a Y Combinator-backed founder aiming to take down Salesforce.
He discusses why legacy CRMs are "...
Sam and Steve discuss the practical applications of AI in modern sales and marketing. Steve explains his process for using Gemini's Deep Research feature to generate detailed company reports, condensed infographics, and audio summaries for effective account-based marketing.
In this episode, Steve and Sam are joined by special guest Clint Oram, who recently left SugarCRM after exactly 21 years.
The group explores the future of CRM, the transformative power of AI, and how technology is reshaping the way organizations think about customer relationships, system design, and collaboration.
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, quotin...
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/
In this episode of CRM Talk, St...
tag, the summary should includes an in-depth overview of the discussed topics, decisions made, key takeaways, and relevant numerical data such as volume, usage, and price. Your response should include as many details and words as necessary, ensuring com...
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 Aut...
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 se...
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.
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 fo...
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...
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 huma...
Steve and Sam talk about the state of SEO in the context of CRM and leads.
Sam and Steve discuss CRM AI use cases for sales, marketing, customer service, customization & configuration, data migration & integration, analytics, and automations.
Sam & Steve forget how to think on their own, Enterprise AI megatrends, using ChatGPT for CRM test cases and test data
Tech layoffs, low-code development, ChatGPT in marketing, social media marketing
CRM and CRM-related news & information for April 2022.
Steve and Sam talk to Scott Eller, Chief Relationship Officer & Co-founder of Neuraswitch about transcription, redaction, and sentiment analysis.
Popular Podcasts
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
The World's Most Dangerous Morning Show, The Breakfast Club, With DJ Envy, Jess Hilarious, And Charlamagne Tha God!
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
The official podcast of comedian Joe Rogan.
The Clay Travis and Buck Sexton Show. Clay Travis and Buck Sexton tackle the biggest stories in news, politics and current events with intelligence and humor. From the border crisis, to the madness of cancel culture and far-left missteps, Clay and Buck guide listeners through the latest headlines and hot topics with fun and entertaining conversations and opinions.