Podcasts about crm erp

How will distributors thrive in the age of digital transformation, AI disruption, and customer experience redefinition?In this episode of Around the Horn in Wholesale Distribution, Ian Heller sits down with John Gunderson and Kevin to unpack the seismic shifts reshaping B2B sales strategy, channel alignment, and customer segmentation.With insightful commentary and bold predictions, the team explores the future of CRM-ERP integration, why distributors must evolve beyond legacy thinking, and how AI-powered selling is no longer optional; it's inevitable.What You'll Learn:Why many distributors are trapped in the “inside-out” mindset—and how to flip it for real growthThe biggest blind spot in traditional CRM strategy (and how AI Co-Pilots are changing that)How top-performing distributors use segmentation and persona-based selling to drive hidden revenueWhat manufacturers really want in channel partnerships todayPractical frameworks for modernizing your sales org—without losing your human touchEpisode Highlights:04:29 – The role of entertainment and personality in B2B podcasting 12:17 – Why segmentation is the missing link in most distributor sales strategies 23:40 – How “AI Co-Pilots” reshape the sales conversation 31:05 – A behind-the-scenes look at channel misalignment and how to fix it 41:18 – The value of CRM-ERP integration for surfacing hidden revenue 52:44 – Persona-based selling: what it is and why it matters 59:59 – A human-centric view of sales automation 1:08:22 – Predictions on the next phase of distributor evolutionMeet the Guest:John Gunderson is VP of Sales at Distribution Strategy Group and a veteran advisor to the wholesale distribution industry. With deep expertise in sales strategy, segmentation, and manufacturer-distributor alignment, John brings pragmatic insight to the digital transformation conversation.Tools, Frameworks, or Strategies Mentioned:AI Co-Pilot for SalesCRM-ERP IntegrationHidden Revenue DetectionPersona-Based SegmentationSales Automation Without Losing the Human TouchLeave a Review: Help us grow by sharing your thoughts on the show.Learn more about the LeadSmart AI B2B Sales Platform: https://www.leadsmarttech.com/ Join the conversation each week on LinkedIn Live.Want even more insight to the stories we discuss each week? Subscribe to the Around The Horn Newsletter.You can also hear the podcast and other excellent content on our YouTube Channel.Follow us on Facebook, Twitter, Instagram, or TikTok.

What happens when a fourth-generation industrial distributor embraces digital transformation? In this episode, Kevin Brown and Tom Burton are joined by Max Meister of Ludwig Meister GmbH to explore what it really takes to modernize sales, systems, and mindsets in a legacy-driven industry. From CRM reimagination to cultural adoption strategies, this episode is a masterclass in building a future-ready distribution business without losing your human edge.  What You'll Learn Why CRM adoption strategies often fail—and how to fix themHow to turn your CRM into an AI sales co-pilot that delivers real valueWhat European distributors can teach U.S. businesses about sustainable innovationHow to balance sales automation with human connectionThe role of CRM-ERP integration in uncovering hidden revenue opportunities Episode Highlights04:10 – Why European distributors struggle to embrace digital transformation09:25 – Max Meister on building cultural readiness for CRM adoption14:45 – How Ludwig Meister approached CRM-ERP integration for real sales insights21:30 – Why most CRM platforms fail frontline reps—and how to fix it28:05 – Moving from sales reporting to revenue intelligence with smart systems34:50 – Using AI as a true co-pilot: automating insight, not just workflow41:15 – The role of trust and emotion in tech adoption across generations48:00 – Balancing tradition with innovation in long-standing businesses56:30 – Sustainable innovation: What U.S. distributors can learn from the EU model1:03:15 – Real-world tactics for increasing CRM adoption and frontline usage1:11:40 – Future-proofing sales teams through digital confidence, not pressure1:21:00 – Final insights: Why your CRM should feel like your smartest teammate Meet the Guest Max Meister is the Managing Director of Ludwig Meister GmbH, a century-old German distribution company that has become a model for smart digital transformation in the industrial sector. Tools, Frameworks, or Strategies MentionedCRM Reimagined – CRM as a real-time assistant, not a reporting toolSales Co-Pilot Model – Using AI for next-best-action guidanceData-Driven Adoption Framework – Cultural change meets system valueClosing Insight“Digital transformation doesn't succeed because of software—it succeeds because people trust it will help them sell better.”Adoption isn't about compliance—it's about confidence. If you want to future-proof your sales team, start by making your systems indispensable.Leave a Review: Help us grow by sharing your thoughts on the show.Learn more about the LeadSmart AI B2B Sales Platform: https://www.leadsmarttech.com/ Join the conversation each week on LinkedIn Live.Want even more insight to the stories we discuss each week? Subscribe to the Around The Horn Newsletter.You can also hear the podcast and other excellent content on our YouTube Channel.Follow us on Facebook, Twitter, Instagram, or TikTok.

Begin your exploration of CRM and ERP integration with the first episode of our engaging 3-part series, offering invaluable insights for business leaders and analysts alike. Gain valuable insights into essential tools such as Dual-Write in Finance & Supply Chain and also the innovative Dataverse Connector. Tune in to learn the significance of CRM and ERP integration. Make sure to subscribe to notified of parts 2 and 3 of this series! Visit us at our website: https://dynamicshotdish.com/

Je vous raconte l'expérience que j'ai vécue dans mon agence de communication. En 2012 et dès le départ de notre entreprise, nous nous sommes décidés de mettre en place un CRM pour gérer notre relation avec les prospects et les clients ainsi qu'un ERP pour gérer les devis et les factures. Vu notre expérience dans le numérique, j'ai cru bon me diriger vers une solution open source, en l'occurrence Sugar CRM. Après plusieurs semaines de configuration et de mise en place sur notre serveur, la solution ne convenait pas à nos objectifs. Par après, nous avons aussi essayé d'autres CRM ERP avec des versions dévaluation gratuites et à chaque fois, les semaines passaient et la déception s'installaient ! J'ai certainement dû perdre une dizaine de jours de travail dans ses recherches qui n'ont mené rien ! Notre société fonctionnait à merveille et la relation avec nos clients s'organisait sur un tableur Excel. Quelle galère une fois qu'on dépasse un certain nombre de champs sans parler des devis et facture sur Word. On commençait à perdre du temps et à mettre en péril l'avenir de notre agence. J'ai rencontré Thierry et Catalyst grâce au bouche-à-oreille. Il était précurseur d'une méthode unique et innovante dans le choix CRM ERP. Choisir le bon CRM avec notre méthode Je pense sincèrement qu'il nous a sauvés. Heureusement, aujourd'hui, plusieurs ambassadeurs Catalyst sillonnent la France et la Belgique, vous n'aurez sûrement pas de mal à en trouver un. La démarche CRM ERP Catalyst Thierry a écouté attentivement ce que nous attendions. Après cet audit, il a utilisé sa méthode pour isoler parmi les nombreux CRM et ERP (il paraît qu'il y en a plus de 300 !) et il nous a proposé 3 solutions dans un beau benchmark avec les prix et toutes les infos. Il a même rajouté le marketing automation dans le cahier des charges, nous n'y avions pas pensé, je vous rappelle que c'était en 2012. Il a ensuite organisé les RV avec les intégrateurs et je vous assure que ces derniers ont tout donner devant l'expert de Catalyst, ils n'étaient pas là pour nous vendre une solution, mais pour l'adapter au mieux à nos besoins. Ça change tout ! Quelques semaines après, le CRM et l'ERP étaient en place et pendant plusieurs années, ils ont été nos plus fidèles outils. Encore merci Thierry et de CRM ERP Catalyst! Les leçons que j'ai apprises : Même si vous êtes à l'aise avec les outils numériques, l'open source et le gratuit ne résolvent pas tous les problèmes Un expert permet de gagner beaucoup de temps et d'argent, j'en ai fait l'expérience Le rapport commercial avec un intégrateur est plus efficient avec un expert qu'en direct --- Send in a voice message: https://podcasters.spotify.com/pod/show/weickmann/message

In der Mittagsfolge sprechen wir heute mit Benedikt Sauter, CEO und Co-Founder von Xentral. Das Startup verkündete kürzlich die Übernahme der Onboarding- und Lernplattform Otaja. Das Unternehmen Xentral wurde von dem Ehepaar Claudia und Benedikt Sauter gegründet. Es ist eine Enterprise-Resource-Planning(ERP)-Cloud-Software für kleine und mittelständische Unternehmen, die sämtliche Geschäftsprozesse zentral an einem Ort bündelt – von E-Commerce, Lager und Produktion bis hin zu Fulfillment und Buchhaltung. Mit über 1.000 Funktionen und Schnittstellen zu vielen Tech Tools soll jedes Business seine individuellen Prozesse Schritt-für-Schritt selbst digitalisieren und automatisieren können. Das Startup verfolgt das Ziel, Online-Unternehmern bei ihrem Geschäftserfolg zu unterstützen und weiteres Wachstum zu ermöglichen. Mit der Integration der Onboarding- und Lernplattform Otaja will Xentral seine Position als Anbieter des ERP-Systems Xentral ERP für E-Commerce-Unternehmen stärken. Xentral übernimmt hierbei das bestehende operative Geschäft und sämtliche Mitarbeiterinnen und Mitarbeiter. Der Plan ist es die von Otaja entwickelte, intuitiv bedienbare Onboarding- und Lernplattform allen Kundinnen und Kunden und Service-Partnern kostenfrei zur Verfügung zu stellen und weiter auszubauen. hier geht es zur letzten Xentral-Folge über die Finanzierungsrunde i.H.v. 20 Mio. Dollar: https://lnk.to/Xentral-8returns One more thing wird präsentiert von Sastrify – Die smarte Lösung für das Management eurer Software-Verträge. Erhaltet jetzt eine kostenlose Analyse eurer SaaS Tools und alle weiteren Informationen unter https://www.sastrify.com/insider

With a wealth of experience in the contact center field, Wally Wasilewski discusses how customer relationship management tools can become an organizations secret weapon for customer service and the customer experience. 

111 The One with Eric Russo, CWT Episode 111: Show Notes I am sure I have shared with the Nation! before that I love hearing from people who listen to the Scaling UP! H2O podcast. At last year's AWT Convention and Expo, I met Eric Russo. Eric told me that he absolutely loved the Scaling UP! H2O podcast. He went on to say it was the perfect format for a water treater because we drive so much. What else are you going to do during “windshield” time? Eric graciously shared with me some ideas he had about guests and topics. We also started to get to know each other during that encounter. So, I invited him to come on Scaling UP! H2O. You will soon learn why I am so impressed with Eric. Join me as I interview, Eric Russo, CWT. More about Eric Russo: Eric Russo is the New England Area Manager for Suez. He has been working in the water treatment industry since 2012 after earning a BS in Chemical Engineering. Eric obtained his Certified Water Technologist designation in 2017 and most recently completed his MBA in Marketing in 2018. He takes a process-oriented view of how value is delivered to the customer and continuously improves upon internal systems to consistently and more efficiently achieve the desired result. Eric has worked with teams to design and implement a company-wide cloud-based CRM/ERP solution. Key Points From This Episode: Eric Russo's Advice [0:05:30] Catalytic Converter [0:07:05] Obtaining CWT Designation [0:14:16] Taking a Computer Based Test [0:20:01] Being A Young Professional [0:25:15] Customer Resource Management (CRM) [0:29:45] Advice On Putting Up The Software [0:33:38] Metrics To The Service Process [0:34:40] Recommendation On Leading Metrics [0:39:34] And A Lot More! Tweetables:  "Don't only focus on efficiency, but also factor and effectiveness." - Eric Russo @traceblackmore #scalinguph2o #scalingup #scalinguppodcast #scalingupnation #TheOnewithEricRussoCWT  #CWT #ASHRAE #AWT #ScalingUPandbeyond Links Mentioned On This Episode: Eric Russo, CWT on LinkedIn Million Dollar Maverick by Alan Weiss  The Advantage by Patrick M. Lencioni  The E-Myth Revisited: Why Most Small Businesses Don't Work and What to Do About It by Michael E. Gerber Good to Great: Why Some Companies Make the Leap and Others Don’t by Jim Collins The 10X Rule: The Only Difference Between Success and Failure by Grant Cardone The Checklist Manifesto: How to Get Things Right by Atul Gawande 102 The Other One with Colin Frayne, CWT 101 The One with Colin Frayne, CWT Colin Frayne on Linkedin

Jake Horn has 19 years of technology and management experience spanning industries such as financial, commercial real estate, insurance, construction, internet, manufacturing, distribution, and energy. Today he is an expert in CRM/ERP platforms and technologies at Trustantial but... why did he join the industry? Tune in to find out!

Detta är avsnitt 173 och spelades in den 8 juli, och eftersom Istanbul i Turkiet är den enda staden i världen som ligger på två kontinenter så handlar dagens avsnitt om: Feedback och backlog:* Björn har varit ute och gått, Mats skall åka till Las Vegas, Johan fick inte berätta vad han gjort…    * BONUSLÄNK: 7 tips för att överleva tradeshows i Las Vegas * QuickLook. En app för att köra preview på filer i Windows 10 * Microsoft skjuter upp Andromeda till 2019 * Dell planerar att bli börsnoterade igen * Skatteverket har gått ut med information om att Telenor hade otur när de tänkte    * BONUSLÄNK: Forskningsartikeln som Mats pratade om    * BONUSLÄNK: Facebook har skickat info till Spotify    * BONUSLÄNK: Gmail visar ibland mail för 3:e part Microsoft:* Bloggartikel som pratar om Server Core och Server with Desktop, när skall man använda vad * Dynamics 365 CRM/ERP kommer att börja uppdatera två gånger per år * Microsoft börjar rulla ut ”Known Folder Migration (KFM)” * Juli uppdateringen för Xbox One Apple:* WatchOS 5 beta får ”Raise To Speak” Siri * Airpods kan hjälpa personer med hörselproblem. Google:* Google släpper en ”nästan klar” Android P beta    * BONUSLÄNK: Nyheterna i Android P * Huawei har fått ett patent godkänt på att ha trådlösa earbuds * ARCore support på fler telefoner Övriga nyheter:* ”Spotify light” har börjat dyka upp i Brasilien * Adobe använder Machine Learning för att hitta editerade bilder *Enkät: Samtliga i Podden är bra människor och använder ”Show/hide Formatting characters” BONUSLÄNK: Bra att ha keyboard shortcurts i Word Pryllista:* Mats: En stor röd grill!! * Björn: HoloSuit * Johan: OnePlus 6 röd Deltagare i avsnittet:* Johan: @JoPe72* Björn: @DiverseTips* Mats: @Mahu78 Frånvarande deltagare i avsnittet:* David: @dlilja Egna länkar* En Liten Podd Om IT på webben* En Liten Podd Om IT på Facebook Länkar till podden:* Apple Podcaster (iTunes)* Overcast

We talk with the CEO and Founder of Adherence Compliance, Steve Owens about cannabis and compliance. Steve is a highly accomplished, results-driven entrepreneur with a proven track record in developing, growing, and improving the profitability, performance and overall value of companies. He has more than 16 years of collaborative management experience with a deep knowledge of business and enterprise process architecture, Financials (Lead-to-Cash), Audits, CRM/ERP and cloud-based technologies. In 2014, Steve established Adherence Compliance – the cannabis industry’s first automated risk-based compliance solution platform and tracking software available on the Apple App Store. Steve is a former software executive with more than 17 years of enterprise IT and Financials solutions delivery experience. His previous work history includes Oracle, Alcatel-Lucent and AT&T. Steve is beyond knowledgable in the realm of business and cannabis compliance. For full show notes, go to: http://liv-consulting.com/cannabis-compliance-software-can-save-thousands/

Steve & Sam discuss the differences between integrating CRM & ERP and unifying the two product categories, as well as the challenges that come with either scenario. Sponsored by http://crmswitch.com

Morgan Harris, President of Dynamic Methods talks about how increasing business intelligence can help companies "ride the waves of change.  Morgan and host Ric Franzi discuss how his technology company has grown throughout Southern California by serving the CRM/ERP needs of mid-market firms. Kevin Mello and Thomas Griego, Founders of FlexCell Systems Inc. discuss how they are utilizing a global supply chain to reduce their costs and decrease their time-to-market.