Steve and Sam 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 sale…

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

Steve and Sam interview Ross Simmonds, the leading authority on content distribution and using AI in marketing.By Steve Chipman & Sam Biardo

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…

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…

Steve and Sam talk about the state of SEO in the context of CRM and leads.By Steve Chipman & Sam Biardo

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

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

Tech layoffs, low-code development, ChatGPT in marketing, social media marketingBy Sam Biardo & Steve Chipman

CRM and CRM-related news & information for April 2022.By Sam Biardo & Steve Chipman

Steve and Sam talk to Scott Eller, Chief Relationship Officer & Co-founder of Neuraswitch about transcription, redaction, and sentiment analysis.By Sam Biardo & Steve Chipman

A rundown of current marketing & sales AIs.By Steve Chipman & Sam Biardo

Sam and Steve talk about enforcing security for remote work, COVID's effect on shared workspaces, hindsight 2020 COVID predictions, Creatio's unique approach to a virtual conference, Sam's mathematical mindset around phased implementation, Salesforce sunsetting the Legacy Workflow Builder, the use cases for low code, integration uptime, people not …

Steve and Sam interview Kevin Snow, CEO of Time on Target, sales expert, and technology geek, about CRM implementation challenges, introverted salespeople, accurate sales forecasting, and more. #InternationalPodcastDayBy Steve Chipman & Sam Biardo

Andy Zambito, Chief Sales Officer, Americas at Creatio, joins Sam & Steve to talk about process management, CRM, digital transformation, low-code, tailored experiences, differentiation, speed of change, speed of operations, and more.By CRM Talk

10 questions you should ask when looking at integrating your CRM, 5 reasons a spreadsheet is not a database, 8 plugins to use with your new Wordpress site (relating to Google's new page experience standard)By CRM Talk

Sam and Steve verbally expand on several of their respective listicles. Source posts are: 10 Questions you Must Ask When Selecting a CRM 5 Levels of CRM Requirements 8 Website Issues That May be Costing You Sales LeadsBy Sam Biardo & Steve Chipman

An interview with Jeffrey Russo, Director of Product, Sales Hub Go-to-Market at HubSpot. HubSpot's evolution from a marketing system to broader front office solution, focusing on the needs of the user experience, streamlining the quote-to-cash process, moving up market, getting "technical debt" that exists within organizations out of the way of the…

Creatio raises $68 million, HubSpot goes enterprise, Sugar's HD-CX, AWS and AI, Salesforce eyes $50 billion in five years. Creatio's first ever funding announcement video Rich Green's Deep Learning & Time videoBy Sam Biardo & Steve Chipman

Salesforce's Vaccine Cloud, Sam's vaccine shot scheduling nightmare, Sam's joint webinar with Creatio, CRM 3.0, how low code/no code has altered roles in CRM deployment & management, field service, ABM, video selling, video training, CRM best practice videos, de-densifying your slide decks, HubSpot's customer code deck, explaining difficult to expl…

Salesforce's acquisition of Slack (and Acumen), SugarCRM acquires its largest partner W-Systems, CRM vendors & leads, getting found for CRM searches, Creatio's 24 hour event, low-code solutions, BA to developer ratios, Facebook acquires Kustomer, visual development tools & whether they are necessarily simple, the Microsoft/C3.ai/Adobe alliance, CRM…

An interview with Josh Johnson, senior product manager at Wistia, about Wistia's new audio hosting platform for marketers. Learn more about the audio offering. Chris Lavigne's excellent post and video about how to build a Soapbox Station for video recording.By Steve Chipman

David Campbell, Vice President of Product Marketing at SugarCRM, joins Sam & Steve to discuss sales, marketing, customer support, data, AI and the customer experience.By Steve Chipman

The west coast in flames, whether a podcaster should host the next presidential debate, CRM product news from Inforum, updates from HubSpot's virtual Inbound conference.By CRM Talk

Sam's commitment to golf, the NHL and NBA bubbles, deploying CRM & training CRM users during a pandemic, using emojis for product searches, the most effective forms of marketing in 2020By CRM Talk

In this episode, we explore the DEAL framework Jay Shetty outlined in a recent podcast, "The 1 Toxic Mistake That's Damaging Your Relationships & The 4 Steps To Never Repeat it Again." It's an easy to remember acronym that is surprisingly effective when you encounter a relationship (big or small) and you continue to struggle with how it makes you f…

We continue from our last episode (be sure to listen to episode #47 first) to provide 2 questions we'd ask to really know someone. We encourage you to ask these questions to yourself and to those whom you'd like to know more about what makes them tick and to ultimately strengthen your bond. We hope these questions spark a deeper dialog.…

If you could only ask 2 questions to really know someone, what would they be? In this episode, we each ask 1 question (2 total) to each other and share our reason behind the question and our responses. What 2 questions would you ask? Try these questions with those close to you or with someone you want to know a bit better.…

In this episode, we ask the question, "what would you tell your 15-year-old self?" We all know hindsight is 2020, but the mind of a 15-year-old is much different than that of an adult. What would you say and is that something you can share with the current youth? We hope this question and our responses inspire a discussion with those around you.…

A moratorium on CEO interviews, iOS 14 & location tracking, an "off the grid" mobile option, marketers' digital transformation, new Google My Business features, gathering requirements & conducting online workshops.By Sam Biardo & Steve Chipman

In this episode, we explore the question: What did you used to do that worked, but you stopped doing? This question has so many layers because it prompts you to remember some of your strengths, but also assess why decided (consciously or unconsciously) to give up on them and whether it's worth revisiting. We figured we would answer this questions o…

Last week we discuss the importance of why black lives matter and how this deserves the utmost attention. In this continuation, we discuss the results of the situation that occurred last week and start exploring the mindset shift that is required to move forward, and that will be required to drive actionable change.…

The recent killing of George Floyd has sparked an outrage on social and racial injustice to African Americans. Protests (rightly so) have erupted all over the world to express frustration and call for change. In this episode, we dive into a specific example that involves a common debate between "Black Lives Matter" and a common response of "All Liv…

Right now we are facing a lot of struggles and they seem to stack one on top of the other. In this episode, we discuss one major cause and effect from all this and question why other places or situations get it right. Is there something we can learn from others? Is there something we can do now, more than ever, to rebuild trust?…

In a prior episode (#38), we look on the bright side for the positive changes that have occurred as a result of COVID-19's impact. This is a very subjective thing and in this episode we discuss what changes (good or bad) will continue for you? This is most likely a moving target for many, but there may be some changes that you welcome and look forw…

The United States is reopening, some states more quickly than others. But how do you feel about that? When will you head out? In this episode, we discuss our personal views and try to explore what we will go back to and what we may have to do differently going forward. We hope our conversation can help you on your reentry.…

In cooking there's a french expression, "mise en place" which translates to everything in its place. The idea is before you cook your meal, you do all your prep. Well in this episode, we discuss how you may feel stuck because you are unable to prep and things feel unorganized, disheveled and unknown. This can lead to resistance or worse, shutdown. …

Musings about online meeting technologies and how they're being used. How CRM vendors are helping out with discounts and free components.By Sam Biardo

The coronavirus continues to take a major toll on the world resulting in more doom and gloom news, but in this episode we want to try and look on the bright side. What positives are you seeing personally or professionally? Challenges in any form can create change and we hope the positive we see is something you're noticing too.…

It's unclear when COVID-19 will slow its impact, which means we are going to endure sheltering in place a while longer. Staying at home for an hour, day or even a week is typically manageable. However, when this extends to weeks with family members around and little to no alone time, you can quickly lose your cool and lash out to those loved ones i…

As COVID-19 continues to spread across the globe and impact every aspect of life, we use this episode to discuss how we feel this pandemic will continue to play out and the affect it will have on business, school, the economy and more. We can only hope for the best and continue to look for the positives, but it will be interesting to see in a few m…

Sam & Steve talk about ways to adapt your sales and marketing to our current reality.By CRM Talk

As our new reality begins to set in, we discuss how you can start to handle the stresses, emotions and changes that the COVID-19 pandemic brings especially while stuck at home. This is not easy. But is there a silver lining? We discuss 3 strategies to consider to keep yourself sane, identify how you're really feeling and keep an open mind for some …

By CRM Talk

The coronavirus (aka COVID-19) has become a global pandemic with daily updates that seem unreal. How you respond is very personal. You may feel scared or confident or panicked or immune or indifferent...but how we respond will impact everyone around you and in this episode we discuss ways to think about that approach. We are not doctors or authorit…

In this episode, we dive deep into that parenting moment when you feel helpless and unable to soothe a child. This can be difficult, discouraging extremely frustrating especially when your child wants the other parent (i.e. mom). So how can you as parents approach this situation to be more supportive to each other and ultimately find a way that giv…

Continuing from last week's podcast, we want to look at the other end of the spectrum of the "Self Love" scale. We find the definition can vary from Self Hate, Narcissism, Fear, etc. but the underlying feelings can stem from the same place. We hope to shine some more light on this topic and help you think about where you stand today and how you can…

In this episode, we explore Self Love and through that exploration uncover some interesting facts about our past that influenced and continues to shape how we apply self love in our day to day. There's no perfect definition of self love, it's quite personal, but we hope you enjoy how we define it and how it can help you on your journey.…

Recently I was asked if getting married means being compliant...it was an interesting question that got me thinking a lot about how long term relationships are viewed and often the butt of many jokes. In this episode, we explore what C word is required in a marriage or long term relationship, that being compromise. We hope our discussion helps you …

Being a father and working professional is not always easy. You find yourself wondering if you're spending too little time with your family OR are you not being ambitious enough. In this episode, we discuss how this topic affects us and how we are working through it. There is no right or wrong choice, but it's an important topic to reflect on as it…