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

CRM Talk

113 CRM AI Use Cases

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

Ross is the author of 'Create Once, Distribute Forever'

CRM Talk 117 - Ross Simmonds on Content Distribution and Using AI in Marketing

After talking about Steve’s latest mountain bike mishap, Sam and Steve review their batting averages on their 2014 CRM predictions and take a stab at some 2015 CRM and marketing automation predictions.

CRM Talk #032: Clavicular Hardware

Our latest CRM Talk Podcast episode.

We appended this episode with a NotebookLM podcast segment derived from the following related blog post:

https://crmswitch.com/buying-crm/salesforce-vs-hubspot/

CRM Talk #120: Salesforce vs. HubSpot: The High-Level Differences

Sam, Steve and guest John Kassar discuss the differences and similarities among Sugar, Microsoft Dynamics CRM and Salesforce. 

Listen to the most recent episodes of CRM Talk here: https://www.crmswitch.com/crm-podcast/

CRM Talk #035: Salesforce, Microsoft Dynamics CRM or Sugar?

Discover how CRM creates organizational value beyond sales, marketing, and service—boosting efficiency and customer loyalty. Read the post https://crmswitch.com/crm-value/value-creation/

Blog Post Read: How CRM Creates Value For Organizations

What clients say about our CRM planning, selection, and digital transformation services. See our testimonials page: https://crmswitch.com/crm-client-testimonials/

CRM Advisory Services - Customer Testimonials Compilation

A conversation with John Rounseville, cofounder of Saxa Solutions (http://www.saxasolutions.com). Saxa is a Salesforce partner that specializes in the Healthcare and Life Sciences industries. John discusses some of the challenges facing healthcare providers, physician recruiters, medical device sales reps and specialty providers who are looking for more referrals. We talk about how CRM can help with Physician Relationship Management, patient engagement and tracking data about and from medical devices -- whether the devices are located in provider facilities or with patients.

CRM Talk Guest: John Rounseville of Saxa Solutions

The email marketing origins of GreenRope, the transition to an all-in-one platform for managing long term relationships, sharing multiple methods of customer communication around an organization, the high cost of integrating disparate systems, the many components of a customer relationship, creating a more collaborative company culture, turning clients into advocates, getting your emails to stand out in recipients’ inboxes with timeliness and relevance, email as one part of an omni-channel strategy, the benefits of modeling the sales process, the reason for GreenRope’s contact-based vs. user-based pricing model, what types of companies use GreenRope, the need for at least one person to own CRM within an organization, the weak CRM component of many “all-in-one” solutions, GreenRope’s approach to vertical markets through private-label resellers, GreenRope’s pure organic growth, the value of having operations-side applications such as events and LMS built into the platform, integrated predictive analytics, how to get a no-pressure, consultative demo of GreenRope.

CRM Talk Guest: Lars Helgeson of GreenRope

In this episode, we’re joined by Daryn Reif of CRM Switch (https://www.crmswitch.com), who specializes in vendor independent CRM planning and selection. We are also joined by Craig Smith of Liberty Technology Advisors (https://ltadvisors.com), whose company provides vendor independent ERP selection services. We discuss the respective recommended selection processes, including differences and similarities.

CRM Talk #068: CRM & ERP Selection

Sam and Steve talk with Joel Schneider, president of Liberty Technology Advisors, about what should be behind proper ERP selection and implementation processes.

Joel answers the question, “is cloud-based ERP as easy as the vendors would lead you to believe?”

Joel also addresses many of the factors that people within any organization need to consider before making a decision on an ERP vendor—whether the vendor’s offering is cloud or on-premises.

The approaches to strategy, selection and implementation for ERP and for CRM are contrasted.

CRM Talk #076 ERP Implementability

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.

CRM Talk #096 Muting Rogan

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

CRM Talk 097 David Campbell of SugarCRM

Conversations about CRM and how to select the best set of solutions for your organization.

CRM Switch

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