CRM Talk

Dec 06 2024 100 ep. 31 mins 989
CRM Talk Podcast artwork

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

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122 AI Agent Ascension

Dec 06 2024 29 mins  
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 fr

121 Deploying CRM Successfully

Oct 22 2024 33 mins  
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

120 HubSpot vs. Salesforce

Sep 26 2024 42 mins  
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 Pro

119 Sati Hillyer of OneMob

May 17 2024 34 mins  
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. �

118 Always Be Video Closing

Mar 08 2024 32 mins  
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.

117 Ross Simmonds of Foundation Marketing

Feb 15 2024 41 mins  
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 genera

116 Quote-to-Crypto

Jan 31 2024 31 mins  
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

115 Your Perfect AI Self

Dec 13 2023 32 mins  
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 a

114 Is SEO Dead?

Oct 10 2023 29 mins  
Steve and Sam talk about the state of SEO in the context of CRM and leads.

113 CRM AI Use Cases

Apr 12 2023 31 mins  
Sam and Steve discuss CRM AI use cases for sales, marketing, customer service, customization & configuration, data migration & integration, analytics, and automations.