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    CRM Talk

    Analysis of the latest CRM industry news. Discussions about CRM best practices and how to succeed with CRM.
    en100 Episodes

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    Episodes (100)

    116 Quote-to-Crypto

    116 Quote-to-Crypto

    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 requirements.

    CRM Talk
    enJanuary 31, 2024

    115 Your Perfect AI Self

    115 Your Perfect AI Self

    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 human-written content ranks better. They discuss various uses of AI in marketing, like generating content sections, outlines, titles/descriptions, Tweets, LinkedIn posts, images, presentations, and videos.

    Key takeaways are that AI is extremely helpful for accelerating content creation and distribution but should be used carefully and edited by humans for the best results. The hosts emphasize keeping human-created, original text for critical content like blogs.

    They note AI content lacks nuance and sounds formulaic if not edited. Data shows that human-optimized content ranks better in search.

    Other topics include using AI for sales enablement assets, contracts, policies, CRM, training, and deflecting questions.

    AI is great for outlines, titles, descriptions, and images, but human creativity is essential for resonance and ranking.

    X thread prompt

    "Create an X (formerly Twitter) thread from this article https://yourcompany.com/blog/postname.  Ignore the information in the page's footer. Create a 5-part thread, with 3-4 lines each. Each part should lead the reader to read the next part of the thread. Do not use hashtags."

    CRM Talk
    enDecember 14, 2023

    113 CRM AI Use Cases

    113 CRM AI Use Cases

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

    CRM Talk
    enApril 12, 2023

    107 Mathematical CRM Failure

    107 Mathematical CRM Failure

    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 reading iHateCRM.com, HubSpot's biggest product announcements, handling CRM custom objects, Snowflake, and Destination CRM's 2021 CRM Industry Awards. Steve also previews his thoughts on AI and marketing, which will be addressed in greater depth next month.

    Creatio ACCELERATE Conference Registration

    CRM Talk
    enNovember 08, 2021

    106 Kevin Snow of Time On Target

    106 Kevin Snow of Time On Target

    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.

    #InternationalPodcastDay

    CRM Talk
    enSeptember 30, 2021

    105 Andy Zambito of Creatio

    105 Andy Zambito of Creatio

    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.

    CRM Talk
    enJuly 30, 2021

    104 Listmania Part Deux

    104 Listmania Part Deux

    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)

    CRM Talk
    enJune 23, 2021

    102 Jeffrey Russo of HubSpot

    102 Jeffrey Russo of HubSpot

    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 customer experience, applying functionality such as automations across different departments and use cases, HubSpot's durable partner channel, Conversation Intelligence, sales coaching based on transcripts, applying machine learning to transcripts, honoring two party states & countries, HubSpot's advantage for applying revenue attribution to marketing efforts.

    CRM Talk
    enApril 14, 2021

    100 VAXRM

    100 VAXRM

    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 explain concepts, telling a story, content distribution.

    CRM Talk
    enJanuary 29, 2021

    099 Slackquisition

    099 Slackquisition

    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 predictions for 2021.

    CRM Talk
    enDecember 21, 2020
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