CRM Radio header image 1

CRM Radio

18
Sep

Findings of Forrester Research on the Most Significant CRM Vendors

00:0000:00

crm-20170921-bruno.jpg

CRM, on occasion, seems like a settle science, until you see the new vendors coming on almost monthly with new applications.   During this program the Forrester Analyst John Bruno gives us the highlights of his report: Choose the Right CRM Solutions for your Organization   The host is Jim Obermayer.

About the Guest John Bruno

John serves Application Development & Delivery (AD&D) Professionals and helps clients make the right technology decisions to empower and improve the efficacy of their salespeople. His research focuses on sales enablement technologies, including core sales force automation and solutions spanning processes from presales through customer success management.

About Forrester

Forrester is one of the most influential research and advisory firms in the world. They work with business and technology leaders to develop customer-obsessed strategies that drive growth. Through proprietary research, data, custom consulting, exclusive executive peer groups, and events, the Forrester experience is about a singular and powerful purpose: to challenge the thinking of our clients to help them lead change in their organizations.

Sponsor for this show:

adView.cfm?id=461

Goldmine CRM

Get more from the cloud with GoldMine workspaces. Flexible sign up options for BYOL hosting or subscription with monthly or annual terms. Designed for customers with Windows server-based applications but looking to off-load their on-premises server equipment.

 

This is the Tools And Technology report in The CRM Playbook For 2017.

 

7
Aug

CRM Solution Reviews & Decision Makers’ Wish List

00:0000:00

crm-20170810-bohn-tweet.jpg

When you only present one CRM solution you can lose site of your competitors and what your end users want and need, as well as the deal breakers. Rich Bohn touts himself as the oldest living CRM analyst. He's exposed to them all, as well as all types of users, and decision makers. Our host today, Susan Finch, decided to ask him some of the questions she's wondered about what stops people in the buying process from selecting a particular CRM solution, and what is on the wish list of end users and decision makers.

About our guest, Rich Bohn:

He's an independent analyst of CRM solutions and author of books designed to help sales professionals get the most from their CRM solutions.

The publiciations at Sell more Now, LLC and services will guide you to the best CRM solution for your business and then help you maximize the return on your CRM investment. They primarily serve B2B small-medium size companies. If that's you, we feel your pain and know how to help!

Sponsor for this show:

GoldMine CRM

Goldmine CRM
Get more from the cloud with GoldMine workspaces. Flexible sign up options for BYOL hosting or subscription with monthly or annual terms. Designed for customers with Windows server-based applications but looking to off-load their on-premises server equipment.
1
Feb

Is CRM Turning into Service Relationship Marketing?

00:0000:00

250-CRMRadio-20170201-alabed.jpgHas CRM it lost its way in its evolution? In this interview with Aptean’s CRM expert Imad Alabed, we’ll tackle the how CRM systems have evolved, what it means to service relationship marketing and how business intelligence is influencing the more aggressive B2B companies. The host is Jim Obermayer.

Our Guest Imad Alabed

Imad Alabed has over 15 years of experience in the Customer Relationship Management space. Imad started his career as CRM technical consultant and spent more than 10 years implementing and integrating CRM solutions for numerous clients across a variety of industries. During the past 5 years, Imad shifted his focus to CRM product management and is responsible for evolving CRM to ensure that client’s needs are met  Imad holds a bachelor’s degree in Electrical Engineering from Boston University (United States) and Master’s Degree (MSc) in Management Information Systems from Concordia University (Montreal, Canada). Read the rest of this entry »

29
Dec

How PerfectMind (CRM) Connects Communities

00:0000:00

250-CRMRadio-20170105-shababi.jpgThis is not your father’s CRM or marketing automation system. Growing your Community is their Vision. The more our host Jim Obermayer looked into the company and its applications the more he had to know more. PerfectMind uses cloud-based technology to help member-based businesses connect with their communities. Automating routine daily operations, email correspondence and online booking empowers your staff to increase registrations and create the best possible experience for your customers. Combined with powerful marketing and reporting modules, PerfectMind is a powerful but agile software system that configures itself around your business and its people - not the other way around. 

About Vahid Shababi VP of Sales, Marketing and Business Development

As Vice President of Business Development and Marketing, Vahid is responsible for growing PerfectMind’s enterprise market and developing new market strategy; developing relationships with appropriate partners, and leading all marketing and events initiatives. He was an essential part of increasing sales and business development over the past five years and introduced PerfectMind into new markets, such as the parks and recreation and education sectors. Prior to joining PerfectMind, Vahid was the Director of Sales and Marketing for Red Frog Solutions. In his position, he increased revenue by 72% in two years, and significantly increased company’s brand presence in the market by developing invaluable client partnerships. Vahid holds a BSC, Business, Electrical Engineering from Simon Fraser University.

About PerfectMind

PerfectMind has evolved into a powerful platform used by more than 5,000 businesses in 21 countries. Located in beautiful North Vancouver, Canada, we've grown to more than 100 employees over the past 17 years. Our employees and clients are key to our success and we are invested in contributing to each others' growth. PerfectMind is proud to provide organizations in the health and wellness, education and recreation markets with the tools they need to grow and manage their businesses. PerfectMind has developed its own extensive customer service function and reliable cloud infrastructure to ensure clients get the software and support they need to provide the best possible experience for their customers. PerfectMind has 5,000 customers worldwide in the health and wellness, parks and recreation, and education sectors. Its new enterprise member management software has attracted major clients in Canada and the U.S., including the Richmond Olympic Oval; U.S.-based Sanford Health (26,000 employees); Chilliwack School District (14,000 students); the Los Gatos-Saratoga Recreation, a prominent recreation center in Silicon Valley; King County in Washington; the City of Sherwood in Oregon; and the City of Brentwood in California. http://www.perfectmind.com/

Sponsor for this show:

GoldMine CRM

Goldmine CRM
Get more from the cloud with GoldMine workspaces. Flexible sign up options for BYOL hosting or subscription with monthly or annual terms. Designed for customers with Windows server-based applications but looking to off-load their on-premises server equipment.
24
Oct

From Chaos to Control: tackling the leading problems in agencies and media outlets

00:0000:00

250-CRMRadio-20161027-loretta-jones.jpg

Insightly surveyed over 300 creative professionals working in marketing, communication, design, advertising and media across the globe. The outcomes reveal how these groups use CRM and project management to solve their leading problems – teamwork, organization customer information, efficiency, and difficulty managing projects. In this interview with VP of Marketing Lorreta Jones we’ll understand how agencies and media companies can “walk the talk” by using customer relationship management. The host is Susan Finch. 
 
About Loretta Jones
 
Loretta Jones is the vice president of marketing at Insightly, a San Francisco-based SaaS CRM application for small businesses. With more than 15 years of experience in marketing, including marketing strategy, communications and lead generation, Loretta has grown marketing programs for both SMB and enterprise customers at Coveo, Adobe EchoSign and several other companies. 
 

Sponsor for this show:

GoldMine CRM

Goldmine CRM
Get more from the cloud with GoldMine workspaces. Flexible sign up options for BYOL hosting or subscription with monthly or annual terms. Designed for customers with Windows server-based applications but looking to off-load their on-premises server equipment.

 

 

 

12
Sep

5 Ways to Ensure CRM Success

00:0000:00

250-CRMRadio-20160915-reid.jpg

No one can deny that Velocity is a heavy-weight in the CRM space.The company produces undeniable research on the subject of sales lead management and processing.  It is because of this that we approached Matt Reid, VP of marketing for Velocify to share five very specific paths to CRM success. The host is Jim Obermayer.

 

About Matt Reid

Matt Reid is the vice president of marketing at Velocify. With more than 15 years of marketing, strategy, and management experience at Fortune 500 and early-stage technology companies alike, he oversees marketing, sales development, and growth strategies for Velocify’s complete solution portfolio.  Prior to Velocify, Reid served as chief marketing officer for Procore Technologies, led global marketing for the advertising technology company OpenX, and built sales and marketing from the ground up for Eucalyptus Systems, an open-source cloud platform acquired by HP. Earlier in his career, Reid led product marketing for all SaaS technologies at Citrix, directing the initial market launches of GoToMeeting and GoToWebinar.  Reid earned his Master of Business Administration degree in marketing at California State University, Sacramento, and dual bachelor’s degrees at the University of California, Santa Barbara.

 

ABOUT VELOCIFY
Velocify® is the leading sales acceleration platform. The company helps more than 1,500 sales teams sell more by bringing speed and control to the entire sales process. Velocify helps sales teams prospect with more precision, accelerate lead engagement and implement optimized workflows, ultimately helping sales teams find and convert more leads.

Velocify has recently been recognized as one of the fastest growing companies in North America by Deloitte and Inc. For more information about Velocify or its technology, please visit the company’s website and blog, or follow the company onFacebook, Twitter, LinkedIn or YouTube.

Sponsor for this show:

GoldMine CRM

Goldmine CRM
Get more from the cloud with GoldMine workspaces. Flexible sign up options for BYOL hosting or subscription with monthly or annual terms. Designed for customers with Windows server-based applications but looking to off-load their on-premises server equipment.

 

 

6
Sep

The One Thing that Determines a Successful CRM Installation.

00:0000:00

250-CRMRadio-20160908-obermayer.jpgAlbert Einstein said, “If you can't explain it simply, you don't understand it well enough.”  We are asking, therefore for audience callers to tell us in their opinion what determines a success CRM installation. Is it training, the database, sales stages, pipeline structure?  What is the single thing that absolutely must be done to have a success CRM installation? We’ll see who calls. The host is Funnel Media Publisher Jim Obermayer.

Sponsor for this show:

GoldMine CRM

Goldmine CRM
Get more from the cloud with GoldMine workspaces. Flexible sign up options for BYOL hosting or subscription with monthly or annual terms. Designed for customers with Windows server-based applications but looking to off-load their on-premises server equipment.
24
Aug

Workbooks CRM’s John Cheney Opines on Why Salesforce Isn’t for Everyone

00:0000:00

John Cheney CEO of Workbooks CRM discusses the future of CRM as an application, the changes he sees coming for salespeople marketing and management and why the giant in the industry can be easily challenged in the mid-market arena. The on-air host is Jim Obermayer.

About John Cheney

John Cheney is the Chief Executive Officer and founder of Workbooks, a leading provider of CRM technology.  As an entrepreneur, Cheney previously launched two businesses: in 2002 BlackSpider Technologies, a worldwide provider of on-demand email and web security that he successfully sold to SurfControl in 2006 for $40m; and Activis, an award winning managed security services company, which was acquired by Articon-Integralis in 1999.

Cheney brings over twenty years of experience in senior management within the IT industry. His ethos is ‘Your success is our Success’, which translates in the way Workbooks partners with its customers.

About Workbooks

Workbooks deliver cloud-based CRM and business applications to the mid-market, at an affordable price. Workbooks extends beyond sales, marketing and customer support to include order management and fulfillment, invoicing and supplier management, at a price which is typically 50-70% less than solutions such as Salesforce or Microsoft Dynamics.

Workbooks joins up the entire organisation around data and processes, promoting teamwork and collaboration. It provides a single 360° view of customers and the information is accessible anytime, anywhere. Productivity is increased, operations are streamlined, insightful decisions are made and the business is better equipped to differentiate against the competition.

For more information on how Workbooks could help your business, visit www.workbooks.com.
 

Sponsors for this show:

GoldMine CRM

Goldmine CRM
Get more from the cloud with GoldMine workspaces. Flexible sign up options for BYOL hosting or subscription with monthly or annual terms. Designed for customers with Windows server-based applications but looking to off-load their on-premises server equipment.
17
Aug

Implementing a New CRM program: Getting Acceptance by Sales

00:0000:00

250-CRMRadio-20160818-walsh.jpg

It’s one thing to buy a CRM system, it’s another to have the salespeople use it and accept it. In our program today we discuss how Michelle Walsh, the senior executive sales leader sat B2B Prospecting got the acceptance of the salespeople for their new CRM System. The host is Jim Obermayer.
 
Michelle Walsh
As an industry senior executive sales leader, Michelle Walsh joined The SALT Group in November of 2015.  Her experience and excellence in driving high volume sales teams and managing large scale operations has proven to be highly successful.  She has managed 200+ sales agents, leaders and processes resulting in consistent revenue growth through various corporations, such as, The Scooter Store, Outsource Solutions Group and Lonestar Tooling Solutions.  She has been recognized for her significant accomplishments related to Achieving Financial Success, contract negotiations and has served as a United States Air Force Police Officer, specializing in Law enforcement and Investigations.
 
About B2B Prospecting
 
The B2B Prospecting Source is an outbound telemarketing organization with 80 telemarketing professionals lead by Michelle Walsh.  As our name implies, B2B provides quality appointments and sales solely to business entities.  We offer two valuable services:  1) face-to-face appointments for our clients’ outside sales force to meet with business decision-makers and 2) selling clients’ services directly to business decision-makers over the telephone.  Our services require telemarketing and sales experience across a wide spectrum for which B2B maintains a staff of professionals in continuing development and driven by a competitive, results-oriented compensation plan.  B2B’s main clients include US Tax Recovery Partners, Jan-Pro Cleaning Systems and The SALT Group.
 
Website:  www.b2b-prospecting.com
Email:  info@b2b-prospecting.com
 
 

Sponsors for this show:

GoldMine CRM

Goldmine CRM
Get more from the cloud with GoldMine workspaces. Flexible sign up options for BYOL hosting or subscription with monthly or annual terms. Designed for customers with Windows server-based applications but looking to off-load their on-premises server equipment.

 

20
Jul

Why is CRM failing to deliver? An age of discontent.

00:0000:00

250-CRMRadio-20160721-dickie.jpg

Customer Relationship Management, after all of these years, continues to be controversial.  In spite of large strides in ease of use, lots of new applications for social media, business intelligence and graphics presentations, plus customized versions for insurance, medical, car dealers, non-profits and a few hundred more industries, the grumpy rumors continue about a failure to deliver on what is promised.  In this interview, Jim Dickie of CSO Insights takes a whack at the industry discontent.  Could it be as simple as “salespeople are never satisfied?”   We will find out.  The host is Jim Obermayer
 
About Jim Dickie - Research Fellow
 
Jim Dickie is a Research Fellow of CSO Insights. He has over 29 years of sales and marketing management experience. Jim began his career with IBM and Sterling Software and then went on to launch two successful software companies. Jim is also a contributing editor for CRM Magazine, CustomerThink, SoftwareMag.com, a contributing author for the Harvard Business Review; and the author of The Chief Sales Officers Guide to CRM, Insights into High Tech Sales and Marketing, and the co-author of The Sales & Marketing Excellence Challenge and The Information Technology Challenge. He has served as an advisor to Baylor University’s Center for Professional Selling, William Patterson University’s Russ Berry Institute for Professional Selling, and as a lecturer at the University of Georgia’s Terry College of Business

Over the past twenty years, CSO Insight’s survey of over ten thousand sales transformation initiatives has become the benchmark for tracking the evolution of how the role of sales is changing, the challenges that are impacting sales performance, and most importantly what companies are doing to address those issues. CSO Insight's clients span multiple industries and include such firms as 3M, ADP, GE Capital, Cisco Systems, Corning, Fairchild Semiconductor, Harte Hanks, Federal Express, IBM, Accenture, VISA, Xilinx, Hewlett Packard, McKesson, Unocal, Cessna Aircraft, Fiserv, Barclays, Rockwell, Vishey Electronics, Intel, as well as many small to midsize enterprises.
 
About CSO Insights 
 
CSO Insights is dedicated to improving the performance and productivity of complex B2B sales organizations. We measure and analyze the behaviors, metrics and strategies behind world-class sales performance, providing our members with the research, data and expertise required to build strategies for sales performance improvement. 
 
With over 20 years of sales research experience, the CSO Insights team is comprised of respected analysts with decades of success as sales practitioners and sales executives. This unique perspective, along with our wealth of sales performance metrics and benchmarks, gives us the exceptional ability to collaborate directly with sales leaders around the world to explore the best practices, strategic trends and next generation capabilities driving sales performance.

Their research, data and expertise help sales leaders create and execute strategies to find more, win more and keep and grow more business. CSO Insights’ annual sales and marketing effectiveness studies have become industry standards for sales leaders seeking operational metrics, data and analysis, most notably: the Sales Best Practices Study, Sales Performance Optimization Study, and Lead Management and Social Engagement Study.

Contact Us: info@csoinsights.com  
Phone at +1 877-506-2975
Raab Associates can be reached: 914-241-0000 | info@raabassociatesinc.com

Sponsors for this show:



GoldMine CRM

Goldmine CRM
Get more from the cloud with GoldMine workspaces. Flexible sign up options for BYOL hosting or subscription with monthly or annual terms. Designed for customers with Windows server-based applications but looking to off-load their on-premises server equipment.