CRM Radio header image 1

CRM Radio

14
Nov

5 Most Important Things Paul Petersen of Goldmine has Learned in Business and Life

00:0000:00

This is an on-going series of interviews with executives on SLMA Radio and CRM Radio.

Paul Petersen, GM and VP of Goldmine Software shares his struggles from a young man to adjust to the realities of business.  He has worked for 7 CEO’s as a senior manager and each taught him that he must consider being:

  1. Adaptability: He had to accept and participate in change; He has had 7 CEOs – all good guys, but different. He chose to participate rather than fight it (excepting criminal or ethical lapses)
  2. An “idea” is NOT a “plan”: many a good idea goes unfulfilled for want of execution. Have an idea? Enlist others to help -- have a bias for action.
  3. Communicating is hard – He learned more from listening than speaking. And by listening, he was more relevant for what  he heard
  4. No one Cares what you did (or know) – only what you do now. No one says “tell us about software in the old days, Mr. Petersen” or cares about his thoughts on Fleetwood Mac before the girls joined.
  5. Make your boss look good (and team) – don’t be a kiss ass, but be supportive, do what you can to help others succeed; offer praise, cooperation – and phrase critiques gently.
  6. Lastly Bonus: have coping strategies: Pick your battles, be active, do stuff /press on
About Paul Petersen
Petersen is the general manager and vice president of the GoldMine.   His career spans working with sales & marketing systems and process having developed, managed, and sold for companies including McDonald's Corp, General Electric, Symantec, Allied Van Lines and now has 16 years with CRM background at GoldMine.  He holds a JD from Loyola University of Chicago and was one of the first to be awarded  the Professional Certified Marketer designation by the American Marketing Association.
 
About GoldMine
Headquartered in Milpitas, CA., USA, GoldMine is a division of FrontRange Solutions. GoldMine is a leading provider of mobile relationship management solutions for small businesses worldwide. Over 1 million users have selected GoldMine to help them manage over 1 billion relationships. GoldMine has been selected by businesses in more than 80 verticals and 45 countries to grow their businesses and build enduring relationships.
 
More:  
 
 

 

 
8
Nov

5 Most Important Things that John Golden of Pipeliner CRM has Learned in Business & Life

00:0000:00

crm-20171109-golden.jpg

This is an on-going series of interviews with executives on SLMA Radio and CRM Radio.

His father gave him the credo of hard work, says, John Golden, Chief Strategist at Pipeliner CRM. In the interview, John shared that at a young age he needed greater self-awareness to succeed, honesty that never wavered (tempered by core principles), how to learn from good people, and how to always be aware of shiny objects. The host is Jim Obermayer.

About John Golden

John Golden, Chief Strategy Officer (CSO) with Pipeliner is the best selling author of two books "Social Upheaval: How to Win @ Social Selling" & "Winning the Battle for Sales". An acknowledged thought leader and speaker on sales and business strategy, he is the former CEO of Huthwaite(SPIN Selling) and Omega Performance, both global consulting companies and Focused Revenue Results, a management consultancy group.

About Pipeliner CRM

Pipeliner CRM is a software system that enables salespeople and teams to understand their sales process and accelerate opportunities toward a close, while saving time and maintaining focus. Pipeliner CRM overlays organizational features atop a visual interface, creating a worktool that adapts to and grows with the organization.

Headquartered in Los Angeles, California and Vienna, Austria. Engage with us on Facebook, LinkedIn, and @PipelinerCRM or visit us at PipelinerCRM.com

 

 

 

31
Oct

With the STAMP Program the Voice of the Customer is Real

00:0000:00

crm-20171102-pierce.jpg

We have heard many companies and managers talk about how important the voice of the customer is, but the voice is only as good as the likelihood that the listener will do something about the customers complaints. Our Program this week interviews Stonegate Advisors’ CEO and founder Marc E. Piece about their voice of the customer program called STAMP.  STAMP sands for Strategic Account Management Platform. When it comes to listening to the customer, this program is unique.  The host is Jim Obermayer.

About Marc E. Pierce

Marc is the CEO and Founder of Stonegate. With a unique blend of consulting, industry, and start-up, Marc has more than 25-years of experience in the health and wellness industry working with health, life, dental, and disability carriers, wellness, disease and care management companies, pharmacy benefit managers, pharmaceutical companies, and providers. 

Prior to founding Stonegate, Pierce was a principal with the Bridge Strategy Group. His past experience also includes management consulting with both Ernst & Young LLP and PricewaterhousCoopers LLP, and brand management with Procter & Gamble.

Marc received his Masters in Management from Northwestern's Kellogg Graduate School of Management, and his Bachelor of Business Administration from the University of Michigan. 

mpierce@stonegateadvisors.com

About Stonegate Advisors

Founded in 2005, Stonegate is comprised of a team of professionals with deep health and wellness experience together with diverse backgrounds in business consulting, data analytics, market research, health plan operations, product development, and marketing. Stonegate has considerable experience working with all types of health and wellness companies including payers, providers, pharma, behavioral health, case/care/disease management companies, healthcare IT firms, and data analytics companies. www.stonegateavisors.com.

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.

 

 

26
Oct

5 Most Important Things I’ve Learned in Business and Life – Lars Helgeson

00:0000:00

crm-20171026-helgeson.jpg

This is an on-going series of interviews with executives on SLMA Radio and CRM Radio.

In this interview with Lars Helgeson, CEO and Founder of GreenRope, Helgeson discusses what he learned from rejection, over-coming resistance, and why he needed to build partnership with employees as well as the external partnerships so important in building a business.   He also discusses the value of becoming an author and the lessons he learned in the process.  Basically it seems Lars learned to walk the talk which has brought him a measure of success and satisfaction. This is one in a series of executive interviews on the most important things in business and life.

About Lars Helgeson

Lars Helgeson has been in the Internet marketing space since 2000, when he co-founded one of the world's first email service providers, CoolerEmail. As a pioneer in responsible email marketing, he grew CoolerEmail to a global software company specializing in marketing communication with over 1,500 clients. In 2010, after spending several years designing and implementing a more comprehensive way to meet the needs of small and mid-sized businesses, he launched GreenRope. GreenRope is the world's first and only Business Operating System, a cloud-based platform that simplifies and consolidates a company's sales, marketing, and operations. GreenRope currently provides technology solutions to over 3,000 companies worldwide.

In 2017, Lars published CRM For Dummies, part of the globally acclaimed "For Dummies" series of books. In the book, he covers strategies and tactics that make a successful CRM. At almost 400 pages in length with 200 charts and diagrams, it is both comprehensive and easy to read.

About GreenRope

GreenRope is a company built around providing exceptional value to our customers. In the past 16 years, we have evolved from being one of the first email marketing service providers to being the only Complete CRM on the market. Combining sales, marketing, and operations in to a single platform, GreenRope inspires collaboration with your clients, vendors, and employees and we live this collaborative culture, listening to people like you to build what YOU want to run your business.

 

 

18
Oct

Using Incentives for CRM Adoption by Salespeople

00:0000:00

They are stubborn, question everything, resist authority, and like nothing new that eats into their day without a visible benefit.  They are the salespeople at our companies and news of a new CRM is the last thing any of them want or want to hear about. 

crm-20171019-trautschold.jpg

The big hurdle of any CRM implementation is to get the salespeople to use it.  The best program, the best training, and the best installation will go to naught if the salespeople dig in their heels and refuse to use the CRM System to its full capability. Some in the industry say the best CRM system is simply the one the salespeople will use. In this interview with Brian Trautschold, Co-Founder and COO at Ambition, he discusses how to use incentives with salespeople to over-come a salesperson’s natural inclination to not try anything new. 

About our Guest

Brian Trautschold is the Co-Founder and COO at Ambition, the acclaimed sales performance management platform built for data-driven and millennial-fueled sales teams.

About Ambition

In 2013 a group of veteran entrepreneurs, engineers, and designers founded a company with an ambition to help scaling and at-scale organizations reach their highest potential. 

In the time since they've worked with some of the best companies on the planet. They've received funding from some of the world's leading venture capitalists. They've been continually recognized for industry-leading innovation and client success. 

All while remaining focused on building simple, intelligent software that helps companies help their people. The Ambition platform addresses all of your data, all of your systems and all of your employees

The Platform

Ambition is an end-to-end solution for people, teams, and companies looking to scale productivity while avoiding the fatigue of piecing together apps.

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.

 

 

9
Oct

Where have all the Risk Takers gone?

00:0000:00
  •  crm-20171012-gershik.jpg

Plus, Tactics to increase your personal creativity

This program, with freewheeling creative guru Steve Gershik of Koyne Marketing, laments the disappearance of risk takers in marketing.  The program morphs into advice for energizing individual creativity to jump start marketing ideas that create results.  From improv comedy to creative dance    Gershik challenges us all to stretch.  The host is Jim Obermayer

Listen to Steve's 53 Second Tip on Creativity

About Steve Gershik

CEO and Customer Marketing Strategy Leader for Koyne Marketing.

Steve Gershik has been a business radio podcast host for the 12 years on shows such as Your Mobile MarketingThe Innovative MarketerLeadspace Radio and Customer Marketing Radio.

Gershik has been in B2B marketing for 20+ years and created the first customer communications platform in 1999 at Nuance.  He started the customer marketing function at Eloqua where he invented the Markie Awards and the Eloqua Experience conference.

As a marketing “teacher” Gershik founded the DemandCon Conference and taught marketing automation 101 for the Marketing Automating Institute. He is on the board of advisor of a number of companies, including the Sales Lead Management Association, where he has been elected as one the of 50 Most Influential Executives in Sales Lead Management.

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.

 

 

3
Oct

How Many Leads are Enough?

00:0000:00

How do you predict what your salespeople will need?

crm-20171005-ryan.jpg

Some CMO’s budget lead generation on what was done in the previous year plus a few percent. Some decide to spend more if the salespeople didn’t make quota.  In this interview with author and Chris Ryan, CEO and Founder of Fusion Marketing Partners.

  • How do sales and marketing agree on the required number that sales needs to make forecast?
  • What is a service level agreement?
  • What is meant by Lead to Revenue, and how is it accomplished?
  • What are the 7 pieces of information marketing needs?

 

About Christopher Ryan

Chris Ryan has 25 years of marketing, technology, and senior management experience, and is a widely known expert in B2B marketing, lead-to-revenue modeling, sales strategy, and business startups. As both a services provider and in-house marketing executive, Chris has played a transformative role in driving marketing and sales programs that achieve the desired results and create alignment and synergy between the sales and marketing operations.

Chris is known as an outstanding communicator and has presented keynote addresses and breakout sessions at numerous conferences on marketing and technology. For three years, Target Marketing magazine named Chris as one of the Top 100 U.S. Marketers. Chris has written four books on marketing and information technology, including the recently published Winning B2B Marketing.

About Fusion Marketing Partners

Fusion Marketing Partners (FMP) is a B2B marketing agency that specializes in helping companies create powerful lead-to-revenue machines to turn around their stalled or underperforming marketing and sales operations and build value in their business. FMP’s strategic expertise and vigorous execution of proven tactics has quickly driven measurable improvements in awareness, leads and revenue for B2B clients across the U.S. and internationally. The company was founded by principals with deep experience in B2B marketing, sales, business development, web marketing, and public relations — from successful startups to Silicon Valley giants. To find out more, visit http://www.fusionmarketingpartners.com.

More from Ryan

Trends in B2B Marketing and Lead-to-Revenue Research Report - 2017

8 Components to Boost Lead to Revenue Results based on Research from 1400 Executives

 

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.

 

25
Sep

Will Robots Replace ISRs? Yes, But Fear Not – Perkins Says

00:0000:00

crm-20170928-perkins.jpg

Bob Perkins, the CEO and Founder of the American Association of Inside Sales Professionals (AA-ISP) has a well-informed belief that as artificial intelligence penetrates and improves sales processes, professional salespeople will have nothing to fear and everything to gain. In this interview for CRM Radio, the voice of customer relationship management, he discusses:

  1. What it means to go from AI to PI
  2. The trait that robotic systems will never fulfill
  3. Why sales as a professional has a brighter than ever future
  4. The “Pivot” that every company must make to be successful
  5. Why early adopters of AI for Sales are winning over their slow to react competitors.

About Bob Perkins – Founder and Chairman of the AA-ISP

A nationally-recognized Inside Sales innovator, Bob Perkins has extensive executive experience building and leading highly successful inside sales organizations. During his career he has created unique Inside Sales systems and structures, including team selling models, compensation plans, rewards and recognition programs, performance management tools, and sales campaigns which have been adopted by many of the nation's largest companies. His 25 years Inside Sales experience includes positions as Vice President or Director with Unisys, Silicon Graphics, United Health Group and Merrill Corporation.

Bob has benchmarked and worked with many of the country's major corporations to implement or improve their Inside Sales channels. A popular conference speaker, Bob has presented keynote addresses at industry forums and corporate sales conferences nationwide; he also maintains a video channel, Inside Sales Studio, that discusses trends and tactics specifically relevant to Inside Sales leaders and today’s digital transformation.

His proven expertise with the interrelated aspects of leadership development, motivation, and sales strategy has made him one of the top Inside Sales authorities in the United States. Bob holds a Master of Science degree in education from Nazareth College, Rochester, New York.

About AA-ISP

The American Association of Inside Sales Professionals (AA-ISP) is an international association dedicated exclusively to advancing the profession of Inside/Digital Sales. The association engages in research studies, organizational benchmarking and leadership round tables to better understand and analyze the trends, challenges, and key components of the growth and development of the Digital Sales industry. Our mission is to help sales representatives and leaders to leverage our information and resources through published content, local community chapters, national conferences, career development, and an Inside Sales accreditation program. www.aa-isp.org

Become a member of the most Professional World-Wide Sales Organization now.

IS Academy – Certifications  | AA-ISP Chapters    |   Events

 

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.

 

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.

 

12
Sep

Without a Sales Process Definition, You’re Dead

00:0000:00

crm-20170914-keene.jpg

 

“There is more to defining sales process than just doing a list of steps,” So says Phill Keene Director of Sales at Costello. It isn’t management sitting down in a closed room, mapping out the steps as he or she sees it, without talking to salespeople. Sales process definition, and its repeatable nature drives an organizations success says Keene. Find out more from the program.

  • How mapping lead flow is vital
  • How to use the top performers processes
  • What is the “Vision of Good”?
  • What not to do to be a success
  • Points of failure

About Phill Keene

Phill Keene serves as the Director of Sales at Costello, where he will lead the sales team as the company launches its deal management platform for sales teams. Prior to joining Costello, he was Director of Marketing at Octiv and is currently co-host of #RealSalesTalk podcast. Through his experience as a sales professional, he has learned how to be a strategic resource to companies trying to reach their revenue goals and attain quota. Phill brings commitment to learning and development to the inside sales space, and was named one of 2017’s Top 25 Most Influential Inside Sales Professionals by AA-ISP. His expertise is
in best practices around sales productivity, demand growth, lead generation, business development and technology. phill@andcostello.com

Costello Summary
Costello is the deal management platform that aligns sales reps, managers and VPs to work together to win more deals. Costello helps reps consistently follow your sales methodology, gives managers visibility into the quality of every deal, and shows leaders what’s working and what’s not.

Quick Facts About Costello
Key Outcomes:

  • Ramp new reps faster - Reps know what to do. Costello helps them remember in the moment to prep for calls, ask timely questions, tell relevant stories, easily sync notes back to the CRM system and simplify follow up.
  • Increase productivity for mid-tier reps - Costello sets every sales rep up to perform consistently with easy-to-follow templates.
  • Drive alignment from sales strategy to frontline execution
  • Manage deals proactively - Show managers and reps where gaps appear in deals so they can work together to move them forward faster. Turn tedious pipeline review meetings into productive strategy sessions.
  • Build pipeline confidence - See data driving deal outcomes to quickly identify what’s working on the frontline and replicate it across your entire team. Deal management software enables you to build sales forecast confidence with your CEO and board. www.andcostello.net

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.