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CRM Radio

24
Aug 2016

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

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 2016

Implementing a New CRM program: Getting Acceptance by Sales

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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
 
 

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 2016

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

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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: [email protected]  
Phone at +1 877-506-2975
Raab Associates can be reached: 914-241-0000 | [email protected]

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.

 
11
Jul 2016

The Best CRM System on the Market

CRM systems have been installed in 90% of the companies. Regardless, failure rates are still high which fuels more entrants into the market. New capabilities (applications) continued to be hung on the basic CRM platforms which fuels even more companies into the market.  And everybody claims their program is the best. The systems get more complicated and yet say they are easiest to use. Industry expert David Raab from Raab Associates discusses his opinion of the best CRM system on the Market.

About our guest, David Raab

Principal David M. Raab has more than thirty years’ experience as a marketer, consultant, author and analyst. He has consulted with major firms in financial services, health care, telecommunications, publishing, consumer goods, technology and other industries. Mr. Raab has written hundreds of articles on marketing issues and addressed audiences in North America, Europe, Asia and Australia. He is author of The Marketing Performance Measurement Toolkit, published by Racom Communications. 

About Raab Associates

Raab Associates helps marketers select the best marketing technologies and service vendors. Each engagement starts with a thorough assessment of your company’s business situation. We then work with you to identify the solutions best suited to your unique combination of needs and resources. We continue to work with our clients through deployment to ensure that each project meets its objectives and lays the foundation for future growth.

Raab Associates draws on a combination of practical experience and technical knowledge. We are continually scanning the horizon for the developments that can help our clients gain competitive advantage. We combine an insatiable curiosity about new possibilities with a concrete understanding of the day-to-day business realities. This ensures that our clients receive sound advice and hands-on assistance with their toughest marketing technology issues. 

Raab Associates is a vendor-neutral consultancy specializing in helping marketers understand marketing technology. Typical projects include marketing architecture design, needs analysis, and vendor selection.

Raab Associates can be reached: 914-241-0000 | [email protected]

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.


 

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