Analysis of the latest CRM industry news. Discussions about CRM best practices and how to succeed with CRM.
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A space for advocates of small business, supporters of buying local, and business/ nonprofit leaders to share knowledge, collaborate and gain valuable information. This community is for small business owners, nonprofit leaders, and advocates of local economies everywhere. Together we will strengthen local economies, keep dollars in our community, and stay competitive against large corporations. This community is committed to advocating for small businesses and supporting local economies. Ple ...
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Tips, tricks, tutorials, and real-life examples for using Zoho in your business. Zoho My Business is the go-to podcast for business owners and employees who use any of the Zoho apps. As I Zoho my own businesses, let me help you Zoho yours!
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Every customer success story made us who we are. As a matter of fact, you and I, we're a culmination of all the stories we know, including ours. Tune into the Zoho CRM Podcast for insightful conversations with customers and industry experts who share their stories, ideas, and pro-tips on sales and management. Hosted by multiple talents at Zoho CRM, catch up on the latest business events, tech updates, and more with our handpicked guests, every month.
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Podcast con sugerencias y tips de CRM, Engagement, Marketing, Ventas, Servicio, Comunidades y Redes Sociales (Customer Relationship Management).
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Being an entrepreneur and business owner is tough, the long hours, the evenings and weekends, and even more frequent, the constant second-guessing of your decisions. Join Kasey, also known as "The Automatic Entrepreneur" as he explores what it's like running and operating a Small Business with owners all over the world. Each episode explores how the guest started, what drove them to start, how they operate, and what tools, tips, and tricks they use to operate their business in an efficient w ...
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Welcome to Pulse on Productivity, the go-to podcast where we dive deep into the world of CRM solutions, business automation, and the secrets behind operational excellence. We’ll explore innovative strategies and share expert insights to help you streamline your processes, enhance productivity, and ultimately, transform your business results. Whether you're looking to optimize your CRM system, integrate powerful automations, or just get a little more organized, you’re in the right place. Let' ...
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Welcome to Broadley Speaking Sales Academy. This is a podcast series which aims to help marketing and sales people with actionable advice deriving from our experience of over twenty years in B2B sales and marketing.
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Turning Passion into Purpose: Kayla Brennan's Journey with Afterglow Aesthetics
24:08
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Kayla Brennan, founder of Afterglow Aesthetics in Greencastle, IN, followed her drive to improve lives and opened a space where people feel renewed inside and out. She brings a personal touch to wellness, offering everything from energy-boosting vitamin therapies to beauty treatments that inspire confidence. Discover her story of resilience, balanc…
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El Arte (y Ciencia) de Presupuestar un Ecosistema de CRM
21:55
21:55
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El Arte de Presupuestar para un buen CRM #capsulasdecustomerengagement #podcastdecrm #solvis¿Estás presupuestando un CRM?https://www.cx2advisory.com/blog/estas-presupuestando-un-crmCinco componentes para auditar tu Customer Technology Stackhttps://www.cx2advisory.com/blog/cinco-componentes-para-auditar-tu-customer-technology-stackCómo Contratar y R…
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¿Porque debes de tener un Programa de Mentoría para tu equipo de CRM / CX?
1:01:22
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En este episodio de #ConversacionesDeCRM, hablamos sobre la gran importancia de poder capacitar a tu talento humano en todo sobre CRM, soft skills y temas técnicos con un Programa de Mentoría. Junto con varios participantes del Programa de Becarios/Mentoría, conversamos sobre los beneficios de tener esta mentoría.#solvis #podcastdecrm #crm #pmo #co…
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Salesforce Foundations: Maneja la relación del cliente desde el inicio
16:44
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Salesforce Foundations es el nuevo framework de Salesforce que ofrece marketing, ventas, servicio, comercio, AI (AgentForce) y manejo de datos del cliente (Data Cloud) todo bajo una sola plataforma.Salesforce Foundations ahora requiere administradores del ecosistema centrados en la relación con el cliente, en lugar de gestores de departamentos indi…
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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 an…
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¿Por Qué Los AI Agents Van A Fallar Con Tú CRM?
30:19
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¿Por qué los AI Agents van a fallar con tú CRM? Jesus Hoyos nos habla de los recientes anuncios de Salesforce y HubSpot, entre otros CRMs y el impacto en implementar los AI Agents con el CRM.#capsulasdecustomerengagement #podcastdecrm #solvisCalidad de Datos: https://podcast.cx2advisory.com/search/?q=calidad+de+datosEs probable que los agentes de I…
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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 Freem…
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Colabora en Zherpa.ai con otros freelancers de Zoho #conversacionesdecrm
39:20
39:20
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Miguel Angel Arce regresa al podcast para explicar como Zherpa.ai y su arquitectura descentralizada de nodos ayuda en la colaboración de consultores de Zoho tanto para empresas como para partners.Podcast anterior sobre Zherpa.aihttps://podcast.cx2advisory.com/zherpaai-comunidad-para-consultores-de-zoho-conversacionesdecrm/Podcasts sobre Zoho:https:…
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Superchat: A Conversation About Using Messaging To Engage Customers
46:42
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Superchat is a messaging CRM that is focused on channels like WhatsApp providing collaboration between employees and customers. They have more than 4,000 customers around the world. While they originally come from Germany, they also have customers in Latin America, one exciting use case is that of Yaya Delivery in El Salvador: https://www.superchat…
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Las Sinergias Entre El Servicio y La Experiencia Del Cliente
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Nos visita, Kay Valenzuela, experta en Customer Experience Design & Innovation, y Fundadora de la Asociación Internacional de Servicio al Cliente Latinoamérica, para hablar sobre las sinergias entre servicio al cliente y CX, y de su evento de CX próximamente en Puerto Rico ofreciendo 3 días de cursos y seminarios (septiembre 25, 26, 27). Para más i…
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¿Ya conoces a Escala? CRM para PyMes hispanas
47:16
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En este episodio de Tomando Café con Jesus Hoyos vamos a conocer a Escala, un CRM ideal para pymes hispanas que acaba de completar un ronda de $12M para consolidarse como elCRM líder para PyMEs hispanas. En el podcast nos visitan Alfonso Santiago y Andrea Dalle Molle para hablarnos de la vision de Escala en el mercado de PYMES.Andrés Moreno el fund…
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Episode 4 - Accounting Automation With Sfir Consulting
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In this episode, Carol sits down with Simon from Sfir Consulting, a leading accounting firm, to explore how they revolutionized their business operations through automation using the Zoho One suite. Simon shares the challenges his firm faced in managing their day-to-day processes and how Zoho One provided comprehensive solutions that streamlined th…
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Establece un gobierno de Inteligencia Artificial integrado con el CRM
37:33
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En este episodio de #capsulasdecustomerengagement, Jesús Hoyos nos comparte algunas de las lecciones aprendidas en un piloto de inteligencia artificial y a base de estas lecciones aprendidas que tenemos que hacer para empezar a implementar un gobierno de Inteligencia Artificial y Datos.#solvis #inteligenaciartficial #crmPodcast de CRM: podcast.cx2a…
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Welcome to "Zoho Creator Success Stories," the podcast where we dive deep into the transformative power of Zoho Creator. In this episode, we sit down with a seasoned Zoho Creator architect to explore how custom applications are revolutionizing business processes. Whether you're a business owner aiming to optimize your operations or a developer look…
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Welcome to "Zoho Creator Chronicles," your go-to podcast for insightful discussions on harnessing the power of Zoho Creator to elevate your business. In this episode, we explore the dynamic world of custom applications with a leading Zoho Creator developer. Discover how tailored solutions can address your unique business challenges, streamline oper…
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Implementado un CRM con herramientas de No Code y Low Code #conversacionesdecrm
56:06
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Nos visita Ernesto Bianchi, CGO y Co-Founder de BGlobal Solutions. Ernesto lleva años implementando Creatio, un CRM basado en tecnología de No Code. En este episodio Ernesto nos cuenta sus experiencias y conocimientos implementado CRM usando No Code.#creation #crm #nocode #lowcode #citizendeveloper Podcast de CRM:https://podcast.cx2advisory.com/Pod…
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Sinergia de la IA y CRM: Conoce las opciones de IA en HubSpot #tomandocafeconjesushoyos
48:09
48:09
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48:09
Sinergia de la IA y CRM: Una serie de podcasts dedicada a la exploración de la Inteligencia Artificial y su impacto en las soluciones de CRM. Analizaremos las propuestas de los principales proveedores de CRM, profundizando en sus frameworks, casos de uso, precios y experiencias reales de clientes.En este episodio nos acompaña, Shelley Pursell, Seni…
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Join us for an engaging episode of "Zoho Creator Insights," where we delve into the world of Zoho Creator and its transformative impact on businesses. In this episode, we sit down with a seasoned Zoho Creator developer to discuss the intricacies of developing custom applications tailored to business needs. Whether you're a business owner looking to…
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Zherpa.ai: Comunidad para consultores de Zoho #conversacionesdecrm
57:31
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Zherpa.ai es una nueva comunidad no solo para consultores de Zoho pero para clientes y partners de Zoho. Miguel Angel Arce, CEO de Zherpa Digital Systems nos habla de esta nueva iniciativa para crear una red de practicantes de Zoho no solo para Mexico y America Latina, pero para el resto del mundo.Podcasts sobre Zoho:https://podcast.cx2advisory.com…
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Implementando Inteligencia Artificial en la industria de Retail #conversacionesdecrm
57:05
57:05
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Nos visita al #podcastdecrm, Francisco Kemeny, LinkedIn Top Voice y Founder & Chief AI Builder en PromptCopilot, para conversar sobre los aspectos a considerar para implementar IA en la industria de Retail. #conversacionesdecrm Francisco Kemeny: https://www.linkedin.com/in/kemeny/Francisco es también Founder Member, del el Club de la IA. Grupo de W…
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Sinergia de la IA y CRM: Conoce la funcionalidad de Inteligencia Artificial en Zoho
50:52
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Como parte de la serie de Inteligencia Artificial y CRM, nos acompaña Ramprakash Ramamoorthy, Director - AI Research en Zoho & ManageEngine, para darnos a conocer la estrategia y funcionalidad de IA que ofrece Zoho.La inteligencia artificial de Zoho está basada en diferentes modelos de lenguajes, y el contexto de los datos, y en el "next best actio…
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Sinergia de la IA y CRM: Conoce la funcionalidad de IA en Salesforce #tomandocafeconjesushoyos
45:12
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Como parte de la serie de Inteligencia Artificial y CRM, nos acompaña John Taschek, Chief Market Strategy Officer en Salesforce, para darnos a conocer la estrategia y funcionalidad de IA que ofrece Salesforce.#SinergiaIACRM #podcastdecrm #solvis #salesforce¿Necesitas ayuda para alinear tu CRM con la Inteligencia Artificial? Hablemos.https://calendl…
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Optimiza el CRM, la Omnicanalidad y la Calidad de Datos antes de empezar con IA
18:52
18:52
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En este episodio de #capsulasdecustomerengagement, hablamos de los 3 requisitos que tienes que considerar para implementar IA en tu CRM.Podcast de CRMhttps://podcast.cx2advisory.com/#TomandoCafeConJesusHoyoshttps://podcast.cx2advisory.com/category/tomando-cafe/La Nueva Era del CRM: Hacia Ecosistemas Integrados de Customer Engagementhttps://www.solv…
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Sinergia de la IA y CRM: Conoce la funcionalidad de IA en SugarCRM
48:32
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Como parte de la serie de Inteligencia Artificial y CRM, nos acompaña Zac Sprackett, CTO en SugarCRM, para darnos a conocer la estrategia y funcionalidad de IA que ofrece SugarCRM.#SinergiaIACRM #podcastdecrm #solvisResponsible AIhttps://www.sugarcrm.com/blog/responsible-innovation-large-language-models/¿Necesitas ayuda para alinear tu CRM con la I…
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Zoho para todos: la democratización del CRM
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En este podcast de #capsulasdecustomerengagement, nos visitan Valentin Valle, Director Comercial en Solvis, y Alejandro Domínguez, Project Manager en Solvis, para conversar un rato sobre las nuevas noticias de Zoho que anunciaron durante su evento anual en Austin, Texas.Zoho anuncio: Zoho CRM for Everyone, Zoho Collaboration, Zoho Apptics, y mas ca…
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Sinergia de la IA y CRM: Descubre las Opciones de IA en Zendesk #tomandocafeconjesushoyos
51:08
51:08
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Sinergia de la IA y CRM: Una serie de podcasts dedicada a la exploración de la Inteligencia Artificial y su impacto en las soluciones de CRM. Analizaremos las propuestas de los principales proveedores de CRM, profundizando en sus frameworks, casos de uso, precios y experiencias reales de clientes.En este episodio nos acompaña, Gilberto Garza, VP de…
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Inteligencia Artificial Conversacional: Realidades y Futuro en CRM y Experiencia del Cliente #ia #cx
1:05:00
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Nos acompaña Federico Müller, Consultor en Transformacion & Negocios Digitales, que ha tenido la experiencia de estar como implementador, consultor, comprador y proveedor de diferentes soluciones de Conversational AI. Hablamos de tendencias y realidades en #conversacionesdecrm Federico Müller: https://www.linkedin.com/in/federicomuller/Conversation…
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Jorge Koremblit, Retail Specialist y Strategy Consultant, realizó un estudio de las estrategias omnicanales para WoowUp, empresa de SaaS de retail CRM marketing en Latam. Y en Tomando Café con Jesús Hoyos Jorge presento los resultados de este estudio.Jorge Koremblit: https://www.linkedin.com/in/jorge-koremblit-9aa661/El estudio lo pueden bajar aquí…
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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 cle…
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The evolution of CRM: AI, No-Code and Platforms
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Cameron Marsh, Senior Analyst at Nucleus Research, returns to #tomandocafeconjesushoyos to discuss the recent innovation on #crm around Artificial Intelligence, No-Code and Platforms. We discussed the realities of the cost to implement AI, the use of No-Code to save money, and the use of platforms to manage the customer engagement. Some of the vend…
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Por Qué Fracasan Los Proyectos De Implementación De Plataformas World Class
45:43
45:43
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Conversaciones de CRM con Jesus Hoyos #conversacionesdecrm #crm #podcastdecrm Nos visita Cristina Fritz Gomez para justamente hablar de la falta de expectativas antes de empezar un proyecto de CRM.Cristina Fritz Gomez: https://www.linkedin.com/in/cristinafritz/Podcast: https://podcast.cx2advisory.com/Solvis Consulting: https://www.solvisconsulting.…
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Los CRMs Hacen Complicado Que Una Persona Pueda Actualizar Un Campo
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Los CRMs hacen complicado que una persona pueda actualizar un campo - Uso de herramientas de automatización, no code y low code para mejorar el uso del #CRMGabriel Neuman regresa a #conversacionesdecrm para hablar sobre porque fallamos en ofrecer beneficios a los usuarios del CRM, y como con herramientas y funcionalidades de automatización, low cod…
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Creatio: The synergies of AI and No Code with Marketing Sales and Service
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Creatio: The synergies of AI and No Code with Marketing Sales and Service - Tomando Café con Jesus Hoyos#tomandocafeconjesushoyos #cx2advisory #creatio #rpa #lowcodeTemas:📈 Creatio se ha posicionado en el mercado para competir contra grandes actores como Salesforce y Microsoft en el mundo del CRM y la participación del cliente.🔄 Sin código, las emp…
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Small Business Growth and Community Impact
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53:45
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Join us on The Small Business Squad Podcast as Vince Aguirre sits down with Britt Overshiner, owner of Britt's Blooming Boutique. Dive into an inspiring conversation about business growth, community engagement, and the journey of entrepreneurship in Greencastle, Indiana. Discover valuable insights, personal stories, and the importance of community …
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Tendencias En El Ecommerce Latinoamericano Que Debes Conocer
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53:14
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Hablamos de marketplaces, retail media y otras tendencias del ecommerce en América Latina con Matteo Ceurveils, Analista Principal en eMarketer.Podcasthttps://podcast.cx2advisory.com/Matteo Ceurveilshttps://www.linkedin.com/in/mceurvels/Retail ecommerce sales may be cooling in other parts of the world, but the Mexican market is on firehttps://www.l…
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Einstein CoPilot: El Futuro de Salesforce
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Salesforce anunció su nueva plataforma de Inteligencia Artificial en donde ya tiene integrado el CRM con su Data Cloud y la inteligencia artificial.En este #podcastdecrm hablamos de varios caso de usos en donde como programador y usuario del negocio Einstein CoPilot puede mejorar marketing, ventas, servicio, y los tiempos de desarrollo y configurac…
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The Future of Email Marketing: Tips for Success in 2024
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Brian Minick, COO of ZeroBounce, elaborates on email delivery versus deliverability, types of emails, and how bad data within CRM can jeopardize your business. Find out about the latest email marketing rules for 2024 brought in by Google and Yahoo to boost your sender scores, and stay ahead of your competition with better sender reputation. Learn m…
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Cómo Optimizar La Interacción Con Clientes Mediante IA Generativa Usando Kore Ai
51:33
51:33
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Cómo Optimizar la Interacción con Clientes mediante IA Generativa usando Kore.AIKore.AI, líder en soluciones de IA Generativa, ofrece herramientas para llevar la relación con el cliente a un nuevo nivel. Este podcast proporciona casos de usos de estas tecnologías para optimizar la interacción con el cliente.Andrés Valdezhttps://www.linkedin.com/in/…
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Acércate A Tu Cliente Usando El Valor Vitalicio Del Cliente
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Hablamos de técnicas para acercarte más a tus clientes y optimizar tus estrategias de manejo de clientes usando el customer lifetime value / valor vitalicio del cliente.Invitado: Alexandre Chaveshttps://www.linkedin.com/in/alexandre...Temas:**Introducción al Valor Vitalicio del Cliente:** Entiende qué es el valor vitalicio del cliente (LTV) **Como …
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Unlocking Video Marketing Success: Simple Strategies for Every Business
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Video Marketing Made Easy and Impactful 🎥🌟 Dive into the world of effective video marketing without the need for high-end equipment or complex editing. Learn how to create engaging content simply using your smartphone, and understand the importance of concise messaging – keeping it under 60 seconds for maximum platform compatibility. Discover the p…
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¿Debes Usar La Inteligencia Artificial De Tu CRM?
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Cuando integres la inteligencia artificial (IA) en soluciones de CRM, Call Center (CaaS) y Martech, entre otras, tu estrategia debe estar guiada por tus objetivos comerciales específicos. En este podcast menciono 6 consideraciones para ayudarte a decidir como adoptar las funcionalidades de IA existentes y/o desarrollar tus propios modelos.Podcast d…
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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.By Steve Chipman & Sam Biardo
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La importancia de un Centro de Excelencia para tu ecosistema de CX
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El Centro de Excelencia como opción para cerrar la brecha entre la estrategia y la tecnología.#capsulasdecustomerengagement #solvis #cx2advisory #coe #cx #crmRazones comunes por las que no se utiliza el CRM al máximo potencialhttps://www.cx2advisory.com/blog/razones-comunes-por-las-que-no-se-utiliza-el-crm-al-mximo-potencialElementos claves para tu…
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El nuevo producto de Salesforce: Marketing Cloud Growth Edition
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Jesus Hoyos, juntos a colegas en Solvis Consulting, Raul Cuevas, Adriana Olarte, Luz Dary Ferreira e Israel Regalado, nos dan sus observaciones del nuevo producto de Salesforce - Marketing Cloud Growth Edition. Hablamos sobre:1. ¿Si este es el futuro de Salesforce, tener todo en su plataforma core? 2. ¿El Marketing Cloud Growth Edition remplazara e…
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La Evolución Del Ecosistema De Salesforce
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La Evolución del Ecosistema de Salesforce: Pardot (Marketing Cloud Account Engagement), Sales Cloud, Marketing Cloud, y Social StudioHablamos de las diferentes nubes integradas, eCommerce, el Data Cloud, y la evolución a soluciones verticales de Salesforce para el manejo de clientes (B2B) y/o consumidores (B2C)Podcast de Jesus Hoyos: Este video de …
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117 Ross Simmonds of Foundation Marketing
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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, ev…
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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 pr…
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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 Stev…
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Marketing Automation vs Customer Journeys
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En este podcast, nos sumergimos en el marketing automation y los customer journeys. Descubre cómo estas herramientas han evolucionado con el tiempo y qué nos depara el futuro en términos de innovación y estrategias de customer engagement. Si buscas estar a la vanguardia y aprovechar al máximo las oportunidades que estas herramientas ofrecen para me…
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Desgaste y Desafíos: Cómo Manejar El Burnout En Proyectos De CRM Complejos
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Desgaste y Desafíos: Cómo Manejar El Burnout En Proyectos De CRM Complejos.#conversacionesdecrmNos visita Lourdes Collantes, Mental Health Coach en COVAX - Consumer Virtual and Augmented Experiences, para darnos varios tips de como evitar el burnout en proyectos de CRM.By Jesus Hoyos
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