Podcast · Business

CRM Talk

by Steve Chipman & Sam Biardo · English · Business

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

New episodes: Now and then
Typical length: 33 min
Latest: 22 Jan 2026
Language: English

Latest episode

22 Jan 2026 · 38 min

128 That's All Folks

In the final episode of the CRM Talk Podcast, hosts Steve Chipman and Sam Biardo reflect on over a decade of industry evolution since their 2013 debut. Spanning 129 episodes, the duo discusses the transition from basic reporting to integrated AI and no-code development. They explore shifting client expectations, noting a move from highly customized processes toward seeking vendor-led best practices. The conversation highlights the technical hurdles of legacy integrations, the complexities of API changes, and the persistent friction between sales and marketing teams regarding lead…

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Earlier episodes 29 most recent

E127 · 17 Oct 2025 · 37 min
127 One Chowdhury of Octolane
Steve and Sam are joined by One Chowdhury, founder of the AI-native CRM, Octolane . One shares his incredible journey from a Duke University student who didn't know what a CRM was to a Y Combinator-backed founder aiming to take down Salesforce. He discusses why legacy CRMs are "trapped with their own success" and struggle to adapt to AI, while Octolane is built from the ground up to eliminate manual data entry and give sales reps their time back. Learn how Octolane's 'Action Mode' proactively suggests follow-ups and meeting prep, aiming to turn every user into a 'superhuman seller'. This…
E126 · 20 Aug 2025 · 28 min
126 AI Account Based Marketing
Sam and Steve discuss the practical applications of AI in modern sales and marketing. Steve explains his process for using Gemini's Deep Research feature to generate detailed company reports, condensed infographics, and audio summaries for effective account-based marketing. Sam shares his techniques for leveraging AI to create personalized connection requests on LinkedIn and to repurpose podcasts into engaging social media posts. They also explore how AI is changing SEO, shifting the focus from clicks to brand mentions within AI-generated search results. The conversation covers how AI can…
E125 · 2 Jun 2025 · 33 min
125 The Future of CRM with Clint Oram
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.
E124 · 17 Apr 2025 · 39 min
124 Jen Noonan of Infor
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…
E123 · 28 Feb 2025 · 32 min
123 CRM Readiness Challenge
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/
E122 · 7 Dec 2024 · 29 min
122 AI Agent Ascension
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…
E121 · 23 Oct 2024 · 33 min
121 Deploying CRM Successfully
tag, the summary should includes an in-depth overview of the discussed topics, decisions made, key takeaways, and relevant numerical data such as volume, usage, and price. Your response should include as many details and words as necessary, ensuring comprehensiveness.","task_id":"f5bc3409-09c2-4f3c-8c56-92f9104acdbf","template_id":"888b4b48-0494-4724-b84d-62db1a0b7001","generate_time":1729653343435,"generate_status":2}]"> Sam Biardo of Technology Advisors and Steve Chipman of CRM Switch discuss the changes and trends in CRM implementations over the past few years. tag, the summary should…
E120 · 26 Sep 2024 · 42 min
120 HubSpot vs. Salesforce
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…
E119 · 17 May 2024 · 35 min
119 Sati Hillyer of OneMob
Steve Chipman of CRM Switch and Sam Biardo of Technology Advisors talk to Sat i 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/
E118 · 9 Mar 2024 · 33 min
118 Always Be Video Closing
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.
E117 · 15 Feb 2024 · 42 min
117 Ross Simmonds of Foundation Marketing
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.
E116 · 31 Jan 2024 · 31 min
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.
E115 · 14 Dec 2023 · 33 min
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…
E114 · 10 Oct 2023 · 30 min
114 Is SEO Dead?
Steve and Sam talk about the state of SEO in the context of CRM and leads.
E113 · 12 Apr 2023 · 32 min
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.
E112 · 25 Feb 2023 · 37 min
112 Dumbed Down By AI
Sam & Steve forget how to think on their own, Enterprise AI megatrends, using ChatGPT for CRM test cases and test data
E111 · 13 Jan 2023 · 34 min
111 Generative CRM & Marketing
Tech layoffs, low-code development, ChatGPT in marketing, social media marketing
E110 · 18 Apr 2022 · 30 min
110 How Low Can You Code?
CRM and CRM-related news & information for April 2022.
E109 · 22 Jan 2022 · 32 min
109 Scott Eller of Neuraswitch
Steve and Sam talk to Scott Eller, Chief Relationship Officer & Co-founder of Neuraswitch about transcription, redaction, and sentiment analysis.
E108 · 23 Dec 2021 · 33 min
108 Skynet Marketing
A rundown of current marketing & sales AIs.
E107 · 8 Nov 2021 · 39 min
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…
E106 · 30 Sep 2021 · 32 min
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
E105 · 30 Jul 2021 · 30 min
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.
E104 · 23 Jun 2021 · 29 min
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)
E103 · 6 May 2021 · 30 min
103 Are You Listicling?
Sam and Steve verbally expand on several of their respective listicles.
E102 · 14 Apr 2021 · 29 min
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…
E101 · 12 Mar 2021 · 30 min
101 CRM Millions and Billions
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
E100 · 29 Jan 2021 · 32 min
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.
E99 · 21 Dec 2020 · 33 min
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.

About CRM Talk

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

CRM Talk is a English business podcast from Steve Chipman & Sam Biardo. Melo plays each episode straight from the publisher's own feed — no ads added, no account needed — and remembers where you stopped, in this browser only.

Publisher: Steve Chipman & Sam Biardo
Language: English
Category: Business
New episodes: Now and then
Typical length: 33 min
Latest episode: 22 Jan 2026
Feed: RSS — paste into any podcast app
Apple Podcasts: podcasts.apple.com/podcast/id677528463
Rights: 2026

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