113 CRM AI Use Cases CRM Talk podcast

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Marketo Microsoft Pardot Salesforce Zoho CRM Switch Sam Biardo Steve Chipman MBA Creatio Marketing Business HubSpot SugarCRM CRM

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Marketing Roundup

הוסף לפני eleven שנים

תוכן מסופק על ידי CRM Switch, Steve Chipman, and Sam Biardo. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי CRM Switch, Steve Chipman, and Sam Biardo או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.

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The Big Pitch with Jimmy Carr

The Big Pitch with Jimmy Carr podcast artwork

The Big Pitch with Jimmy Carr podcast artwork

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Phil Wang Pitches Psychological Thriller Starring WHO?! 24:35

לפני 12 ימים24:35

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24:35

It’s the very first episode of The Big Pitch with Jimmy Carr and our first guest is Phil Wang! And Phil’s subgenre is…This Place is Evil. We’re talking psychological torture, we’re talking gory death scenes, we’re talking Lorraine Kelly?! The Big Pitch with Jimmy Carr is a brand new comedy podcast where each week a different celebrity guest pitches an idea for a film based on one of the SUPER niche sub-genres on Netflix. From ‘Steamy Crime Movies from the 1970s’ to ‘Australian Dysfunctional Family Comedies Starring A Strong Female Lead’, our celebrity guests will pitch their wacky plot, their dream cast, the marketing stunts, and everything in between. By the end of every episode, Jimmy Carr, Comedian by night / “Netflix Executive” by day, will decide whether the pitch is greenlit or condemned to development hell! Listen on all podcast platforms and watch on the Netflix Is A Joke YouTube Channel . The Big Pitch is a co-production by Netflix and BBC Studios Audio. Jimmy Carr is an award-winning stand-up comedian and writer, touring his brand-new show JIMMY CARR: LAUGHS FUNNY throughout the USA from May to November this year, as well as across the UK and Europe, before hitting Australia and New Zealand in early 2026. All info and tickets for the tour are available at JIMMYCARR.COM Production Coordinator: Becky Carewe-Jeffries Production Manager: Mabel Finnegan-Wright Editor: Stuart Reid Producer: Pete Strauss Executive Producer: Richard Morris Executive Producers for Netflix: Kathryn Huyghue, Erica Brady, and David Markowitz Set Design: Helen Coyston Studios: Tower Bridge Studios Make Up: Samantha Coughlan Cameras: Daniel Spencer Sound: Charlie Emery Branding: Tim Lane Photography: James Hole…

CRM Talk « »
113 CRM AI Use Cases

לפני שנתיים 31:31

שתפו

MP3•בית הפרקים

תוכן מסופק על ידי CRM Switch, Steve Chipman, and Sam Biardo. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי CRM Switch, Steve Chipman, and Sam Biardo או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.

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

… continue reading

107 פרקים

#Marketo #Microsoft #Pardot #Salesforce #Zoho #CRM Switch #Sam Biardo #Steve Chipman #MBA #Creatio #Marketing #Business #HubSpot #SugarCRM #CRM

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113 CRM AI Use Cases

72 subscribers

published לפני שנתיים

שתפו

MP3•בית הפרקים

תוכן מסופק על ידי CRM Switch, Steve Chipman, and Sam Biardo. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי CRM Switch, Steve Chipman, and Sam Biardo או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.

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

… continue reading

107 פרקים

#Marketo #Microsoft #Pardot #Salesforce #Zoho #CRM Switch #Sam Biardo #Steve Chipman #MBA #Creatio #Marketing #Business #HubSpot #SugarCRM #CRM

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125 The Future of CRM with Clint Oram 33:27

לפני 7 ימים33:27

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33:27

In this episode, Steve and Sam are joined by special guest Clint Oram, who recently left SugarCRM after exactly 21 years. The group explores the future of CRM, the transformative power of AI, and how technology is reshaping the way organizations think about customer relationships, system design, and collaboration.…

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124 Jen Noonan of Infor 39:02

לפני 8 weeks39:02

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39:02

Jennifer Noonan, VP and GM of CX and IPMC Business Units at Infor, joins Steve and Sam to discuss the evolution of Infor CRM SLX (formerly SalesLogix) and its role in industry-specific digital transformation. Jen shares how Infor’s vertically aligned strategy enables the delivery of tailored ERP and CRM solutions to manufacturing, distribution, and service-based organizations. The conversation covers CRM and ERP integration, quoting workflows, and why CRM should be the system of engagement while ERP remains the system of record. Jen also reflects on Koch Industries’ long-term investment approach and how it has accelerated innovation across Infor’s cloud offerings.…

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123 CRM Readiness Challenge 31:41

לפני 14 weeks31:41

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31:41

Is your organization ready for CRM? Sam and Steve discuss the ten readiness statements from CRM Switch's online calculator: https://crm-readiness-calculator.crmswitch.com/

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122 AI Agent Ascension 29:08

לפני 26 weeks29:08

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29:08

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 fraction of the cost ($2,000 in agent costs vs $2 million in salary costs). They discuss Salesforce's Agentforce, with Steve noting Marc Benioff's aggressive marketing against Microsoft's Copilot. Sam shares his experience using Copilot and discusses implementing AI in their Starfish product, including their pricing strategy of raising rates to cover AI token costs. They also explore various pricing models for AI services, from token-based to per-question pricing, and discuss the integration trends they're seeing in the industry, particularly with ServiceNow, HubSpot, and Infor. The conversation concludes with a discussion of sales tax software integration needs and AI-powered headshot generation tools. Sam LinkedIn : linkedin.com/in/sambiardo/ Steve LinkedIn: linkedin.com/in/schipman/ Steve X: @stevechipman…

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121 Deploying CRM Successfully 33:08

לפני 33 weeks33:08

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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 analysts, the growing involvement of clients in the configuration process, and the emphasis on delivering a minimally viable product (MVP) in shorter implementation cycles to minimize risk and provide faster value realization. Other topics covered include the importance of planning and phasing, integration challenges with legacy systems, project management and AI tools, reporting and dashboard creation, measuring success criteria, and data migration best practices. Sam LinkedIn : linkedin.com/in/sambiardo/ Steve LinkedIn: linkedin.com/in/schipman/ Steve X: @stevechipman…

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120 HubSpot vs. Salesforce 42:21

לפני 37 weeks42:21

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42:21

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 Product Offerings AI Features Business Process Automation Tools The User Experience and Interface Near the end, we tacked on an AI version of the podcast created with NotebookLM, derived from a blog post that Steve wrote about the high-level differences between Salesforce and HubSpot . Sam LinkedIn : linkedin.com/in/sambiardo/ Steve LinkedIn: linkedin.com/in/schipman/ Steve X: @stevechipman…

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119 Sati Hillyer of OneMob 34:30

לפני 1 year34:30

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34:30

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. 👉 If you are in sales, you can sign up for a Forever Free account at https://onemob.com/pricing-benefits/…

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118 Always Be Video Closing 32:37

לפני 1 year32:37

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32:37

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.

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117 Ross Simmonds of Foundation Marketing 41:57

לפני 1 year41:57

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41:57

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 generation, email outreach fatigue, and predictions for increased AI usage and industry consolidation.…

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116 Quote-to-Crypto 31:01

לפני 1 year31:01

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31:01

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.…

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115 Your Perfect AI Self 32:54

לפני 1 year32:54

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32:54

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."…

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114 Is SEO Dead? 29:53

לפני 2 years29:53

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29:53

Steve and Sam talk about the state of SEO in the context of CRM and leads.

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113 CRM AI Use Cases 31:31

לפני 2 years31:31

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31:31

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

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112 Dumbed Down By AI 37:09

לפני 2 years37:09

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37:09

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

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111 Generative CRM & Marketing 34:23

לפני 2 years34:23

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34:23

Tech layoffs, low-code development, ChatGPT in marketing, social media marketing

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110 How Low Can You Code? 30:26

לפני 3 years30:26

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30:26

CRM and CRM-related news & information for April 2022.

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109 Scott Eller of Neuraswitch 31:54

לפני 3 years31:54

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31:54

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

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108 Skynet Marketing 33:23

לפני 3 years33:23

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33:23

A rundown of current marketing & sales AIs.

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107 Mathematical CRM Failure 39:10

לפני 4 years39:10

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39:10

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…

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106 Kevin Snow of Time On Target 32:21

לפני 4 years32:21

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32:21

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

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105 Andy Zambito of Creatio 29:54

לפני 4 years29:54

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29:54

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.

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104 Listmania Part Deux 28:55

לפני 4 years28:55

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28:55

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)

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103 Are You Listicling? 30:03

לפני 4 years30:03

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30:03

Sam and Steve verbally expand on several of their respective listicles.

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102 Jeffrey Russo of HubSpot 28:34

לפני 4 years28:34

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28:34

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.…

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101 CRM Millions and Billions 29:33

לפני 4 years29:33

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29:33

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 video

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100 VAXRM 32:29

לפני 4 years32:29

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32:29

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.…

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099 Slackquisition 33:20

לפני 4 years33:20

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33:20

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.…

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098 Wistia Adds Audio 15:39

לפני 5 years15:39

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15:39

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.

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097 David Campbell of SugarCRM 37:04

לפני 5 years37:04

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37:04

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

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096 Muting Rogan 35:57

לפני 5 years35:57

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35:57

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.

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