Automation software systems
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Systemy SFA to – jak nazwa wskazuje – automatyzacja. Szczególnie, jeśli chodzi o najbardziej podstawowe procesy biznesowe, takie jak np. zamówienia. Jak wyglądają w praktyce i co dają producentowi sugerowane listy produktów? Czy system naprawdę potrafi pomyśleć za przedstawiciela? Więcej na ten temat opowiada Grzegorz Dembicki, Business Development Director w Sagra Technology.
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Wes Schaeffer is a ruthlessly pragmatic sales trainer, marketing consultant, keynote speaker, copywriter, & CRM automation expert. His sole focus is helping professional salespeople, sales managers, business owners, and entrepreneurs find the exact tools and programs they need to grow. He specializes in HubSpot CRM, Sales Enablement, Infusionsoft, Lead Generation, Sales Training, Ontraport, Email Marketing Systems, Salesforce CRM, Internet Marketing, Copywriting, Zoho CRM, and Sales Force Automation.Wes' way of serving sales professionals is through KeyNote Speeches, Make Every Sale Success System, 90 Day Coaching Program, Inner Circle Membership, and Books & Tools, which were ultimately deemed successful. Learn more about Wes and the Sales Whisperer on the link below.Website - https://info.thesaleswhisperer.com/the-sales-agendaJoin the Sales Hustle Community! Text “Hustle” to 424-401-9300!If you're listening to the Sales Hustle podcast, please subscribe, share, and we're listening for your feedback. Also, if you are a sales professional looking to take your sales career to the next level, please visit us at https://salescast.co/ and set a time with Collin and co-founder Chris.Please make sure to rate and review the show on Apple.
Master Communicator Podcast #45 with Tim Morton Tim Morton is a Senior Advisor, Speaker, Thought Leader, Founder & Managing Partner of Prompta Inc. with 20+ years of experience successfully leading business transformations for over 25 organizations across 12 industries. He is proficient in designing and successfully implementing business transformation programs based on client capabilities & cultural needs. This transformational leadership experience includes mergers, acquisitions and divestitures (having enabled M&A's valued at $32 billion in aggregate), cultural and business transformations, diversity, inclusion & supplier diversity transformations, enterprise restructuring & reengineering programs, digital transformations, and IT, ERP, and Sales Force Automation implementations. Tim's philosophy brought to life through Prompta engagements is that a collaborative, open corporate culture committed to diversity, inclusion, and respect is the best formula for success. To connect with Tim Morton visit him at https://www.linkedin.com/in/timmorton-prompta/
In Episode 35 we laid the CRM foundation. Today we build on that foundation and begin to move into Sales Force Automation and Marketing Automation. This is where SFA and MA can start working hard for your company to increase revenues. Eliza Hammer-Gage, Senior Consultant, Red Argyle joins me again to show another way we can move MedTech into the realm of modern B2B demand generation tactics. Remember what I shared before, less than 40% of businesses have a CRM adoption rate over 90%. Because these statistics include large B2C companies, I suspect the adoption rate in small to medium sized MedTech companies is worse. This means a lot of companies are leaving money and opportunities on the table. This is part of our series on Demand Generation. Red Argyle is a highly regarded SalesForce CRM consulting partner. Note that I am not paid by the people or companies that I interview. Now Go Win Your Week! Eliza Hammer Gage’s LinkedIn Profile link Red Argyle website link Ted Newill’s LinkedIn Profile link Medical Device Success website link Link to Ted’s contact page Most of you know that I am also the host of the MedTech Leaders community. You can learn more about this non-LinkedIn community at medtechleaders.net. This is where leaders and those aspiring to be leaders get together to help each other with best practices, problems, solutions, ideas and successes. This is supported with subject matter experts. If you are interested in the MTL community…there is a 30-day free trial.
La soddisfazione del cliente non ha un momento per preciso ma deve seguire tutto il processo di acquisto, uso ed abbandono o riacquisto.Quando bisogna acquistare un bene o servizio seguiamo il processo di percezione del bisogno, di analisi attenta e informata tramite la ricerca attiva, valutiamo il prezzo e se questi viene percepito come inferiore al valore acquistiamo. Successivamente inizia la fase di utilizzo normale ed evoluto del bene/servizio e se riscontriamo problemi, ricerchiamo una soluzione ma questa non è tempestiva ed esaustiva, si abbasserà la percezione del valore e aumenterà quella del prezzo comportando un abbandono del prodotto con tutto quello che ne deriva in termini di riacquisto futuro o di comunicazione negativa.Quindi l’azienda deve essere attenta a tutte le fasi coinvolgendo il cliente attivamente anche in fase di utilizzo e feedback.Il “Customer Relationship Management” o CRM è una strategia di business che ha l’obiettivo di rendere profittevoli nel tempo i rapporti con i clienti, mantenendone elevata la soddisfazione nelle fasi di ricerca, selezione, acquisto di prodotti o servizi fino all'eventuale sostituzione.Quindi l’utilizzo è orientato al mantenimento della soddisfazione del cliente nel tempo; infatti non è un applicativo o software ma è una strategia, non è un nuovo modello di call center ma aiuta il call center a generare soddisfazione duratura, non è uno strumento di sales force automation, ma aiuta la forza vendite a semplificare il rapporto con il cliente aiutando le vendite nel generare valore all'utente, non coinvolge solo il front-end aziendale, ma è una strategia che abbraccia tutti e si può realizzare anche senza un nuovo software o hardware, nelle piccole realtà si può stabilire il processo senza dover investire in strutture esterne.
Sam's iOS 13 beta testing blues, Gartner Magic Quadrant for Sales Force Automation, a variety of HubSpot to CRM integrations, declining website visitor conversion rates.
Sreenivas Kanumuru is the CEO of VTiger CRM, which is named in the 2019 Gartner Magic Quadrant for Sales Force Automation. He pinpointed the driving factors behind acquiring large enterprise customers in the early stage of the company and also on how they acquired 300K users. Listen to this episode if you are figuring out selecting a CRM for your business and what factors to look for in a CRM. Check out VTiger CRM - https://vtiger.com Connect with Sreenivas on LinkedIn - https://www.linkedin.com/in/sreenivas-kanumuru-7708742/
There is quite a bit of information in the wild for technically savvy people, around the Power Platform and it's underlying Common Data Service. I want to see if I can make that understandable to us Normal people. Skipping History I know, many of you were thinking, "Ugh, here comes Steve's long, drawn-out 'How we got here' story". But this is for the normal people, who don't really give a shit how we got here, they just want to know if there is something here they can make use of... or not. Platforms on Platforms In a meaningless to you nutshell, the Power Platform is comprised of PowerApps, Power BI and Microsoft Flow, each of which are kinda their own platforms. Each of these is able, but not required, to run on top of yet another platform, the Common Data Service. Additionally, they can be used individually, or in any combination. A well-known example of a PowerApp, would be the Dynamics 365 Enterprise Sales Application built by Microsoft, but you can also build your own. Multi-View Where this fits, and your interpretation of what I am saying in this post, has a lot to do with where you are. If you are currently using Dynamics 365 it may mean something different, than if you are not. For this post, I want to focus on the person who is new to all of this. Multi-Path You have several paths that you can take with Microsoft Business Applications, which one you take, will depend on what you are trying to solve for, what kind of budget you have for solving it, and how sophisticated your users are. Let's crack them open one-by-one, starting with a critical concept. No Cliffs If you have heard this term, and your name was Cliff, you may have thought you were excluded from playing. But what this really refers to is the idea, that no matter where you start, you can keep going without hitting a wall. This is a pretty unique proposition that today, only Microsoft can fulfill. With most other platforms, you will reach a cliff, a point where you can go no further without switching platforms, migrating data etc. Microsoft Business Applications are used by one-person companies, all the way up to the largest companies in the world. There are no gates, you can start with the simplest need, and keep extending, and extending with no limits. You can literally grow from a one-person firm, to a 100k employee enterprise, without ever having to change platforms. No other vendor can say that today. Big Toys We might as well start at the top with Dynamics 365, a set of world-class, enterprise grade applications that deliver an incredible array of capabilities. From Marketing Automation to Sales Force Automation, Project Service Automation and Connected Field Service Automation, all with baked-in intelligence. No other vendor comes close to what the collective Dynamics 365 applications can bring to bear, on the most advanced business requirements on the planet. While Dynamics 365 applications may be the top of the mountain, they are also the tip of the iceberg. Even these world-class applications are cliff-free with the ability to tap into Azure for even more advanced capabilities, or Microsoft Flow, to connect to vast array of other services, including competing services, who does that? Nobody else does that. Small Toys There is a growing number of enterprise organizations that are making the move to Microsoft Dynamics 365, as well as smaller organizations with complex needs. So if you are not an enterprise organization or have complex needs are you out of luck? Hardly. Microsoft has a path for every business. Let's jump to the other end of the spectrum to Micro-Businesses. 1-5, Make me Alive For a micro-business, I am going to first make an assumption that you are already an Office 365 customer. It's not a requirement, but it is a no-brainer, and opens up even more doors. Personally, I think the easiest place to get started with graduating from spreadsheets, is Microsoft Flow, hands down. A no-code solution for activating automated processes in your organization immediately. Microsoft Flow has hundreds of connections to other Microsoft and non-Microsoft services and tons of pre-built templates. From something as simple as grabbing an incoming email, and auto-replying with a Dropbox attachment, all the way through to multi-step, multi-path, multi-vendor processes spanning your entire organization. Remember, No Cliffs. Mid-Size Businesses Personally, I think the best place for a mid-sized business to start is with PowerApps. A low-code way of building simple to sophisticated apps, that are highly specific to your unique needs. If you want a head-start, check out RapidStartCRM. PowerApps can of course leverage Microsoft Flow, to supercharge your automation, all with no developers required. Level Up Once you have started collecting data and information with your applications, you may want to start adding a layer of intelligence over it so you can really get a tight handle on what's going on. This is where Power BI comes into play. Another low-code capability for gaining insights into your business at a level you probably never had before. Make a Pizza No matter where you begin, you can add any of the other ingredients, at any time, in any order, to any degree. Went big with Dynamics 365 right out of the gate? You can easy add a simple PowerApp for some other department with simpler needs. Or the other way around, started with a simple departmental PowerApp, you can easily add Dynamics 365 Connected Field Service to that. Extending Microsoft Flow with a PowerApp, or extending a PowerApp with Microsoft Flow... all possible, and easier than you think. How did this all happen? The big pivot, that really opened up all of this possibility, was the introduction of the "Common Data Service" (CDS). For most of you, this will be invisible, kind of like the engine in your car. But it is this Azure powered substrate that sits under everything I mentioned above, that lets you effortlessly snap in additional capabilities, and provides this "No Cliffs" evolution. While you don't have to even think about it, it is Microsoft's not-so-secret super sauce, that has competitors either worried, or wanting to join the Microsoft Party. Steve the Shill As I re-read this, I am realizing that I am sounding like a Microsoft Stooge. Really it is just my excitement with the possibilities overflowing onto this post, maybe as a result of my recent Summit attendance and an even further crystallization in my head of the possibilities. I promise, I'll get back to poking Microsoft in the nose... when and if, they do anything that deserves it.
As a business storytelling speaker, a customer relationship management (CRM) system is pretty important for me to organize my prospects. But I find my relationship with the CRMs I've tried to be frustrating, cumbersome and not particularly effective. I recently heard about another up-and-coming CRM called Nimble and decided to give it a go. I was pleasantly surprised with how easy it was to use. Yet I wondered what their story was. How were they able to stand out among the other CRMs? I thought I'd challenge Nimble's CEO to see if he could use the Story Cycle System™ to define his core advantage and humanize his technical offering. On this week's episode, Jon Ferrara, founder of Nimble CRM, shares how they used the Story Cycle to help clarify their brand story, amplify their impact and simplify their lives. Jon is an entrepreneur who made his mark in the business world by creating and ultimately selling GoldMine, a Sales Force Automation and CRM software. But after a near-death experience, he realized early retirement wasn't for him. Instead, he set out to redefine customer relationship management by creating an online platform that grows organically with the growth of its users' social communities and email contacts. But can Nimble really be that effective and separate itself from the competition? Jon and I explore the brand story of Nimble using the Story Cycle System™, and how he has differentiated Nimble in a crowded market to be an award-winning CRM used by 140,000+ professionals worldwide. You'll feel inspired to work on differentiating your brand too. Become a Master Storyteller Grab your free copy of The 5 Stages of Grief in Telling YOUR Business Story: http://bit.ly/StorytellingTools Like what you hear? Bring Park to your next event.
Accel KKR makes a 9 figure investment in SugarCRM. Some of the other potential compatible AKKR companies. Sugar's redesign and re-architecture. Sugar's one-clickedness. Mitch Lieberman's take on the investment and his advice, including going all in on the cloud. How the sales team needs to be more consultative and real. The idea of conversational engagement. The Gartner Magic Quadrant for Sales Force Automation and some of the positional changes since last year. A close pack in the Leader quadrant. bpm'online is alone in the Challenger's quadrant. ProsperWorks rebrands to Copper. Copper's win percentage vs Salesforce. Salesforce and Google are cozying up. Will Google acquire a CRM vendor? Google's Hangouts Meet as a viable online meeting app.
In this episode of The Digital Slice Podcast, learn the top 10 growth-hacking strategies for your small business. Jon Ferrara is a pioneer and creator of CRM or Customer Relationship Management and a recognized speaker in social media and its effects on sales and marketing. He is the Founder of GoldMine Software Corp., which was one of the pioneers of SFA or Sales Force Automation and CRM software for small and medium-sized businesses. More than anything, Jon is a Relationship Management entrepreneur. He is the CEO of Nimble, his latest venture that has reinvented CRM into a Simply Smarter Social Sales and Marketing platform. It's the first CRM that updates contacts and company data and allows you to work with it anywhere. Recently, Jon has been recognized as one of the Top 10 Social Salespeople in the world and one of the top 100 Influencer by Forbes. In this Episode: Build your personal brand How to stand out by giving away your knowledge to help other people How to use the various social media platforms to connect to people in a personalized manner and build your personal brand How to nurture relationships from introducing yourself, listening, and responding How to establish personal and professional identities in the common places where your constituency has conversations in How to use Nimble and connect not just with potential customers but with influencers, bloggers, investors, etc. How to use context and insight to engage effectively Identify influencers in and around your products and services and sharing their content How to find influencers in your industry or niche Share influencers' content How to connect with influencers and engage with their content as a fourth strategy Establish yourself as a thought leader or trusted adviser in your industry Tools to use for identifying content and influencers as well as for sharing content How quick it is to read and share content, both personal and professional daily, as an individual or company and as a team The five E's of social selling: educate, enchant, engage, embrace, and empower your customers How to use a CRM to keep track of your network when it begins to expand considerably The advantages of using a contact management over CRM How to use Nimble as a contact manager that will connect your contact, email, calendar, and social Use social listening and social CRM like Nimble to discover common interests and contact data Using segmentation as an eighth strategy Use group messages Nurture your segmented list with email sequences
In today's episode (sponsored by @maplytics by @inogic), hosts Britta Rekstad and Matthew C. Anderson continue their discussion (started in episode 14) about their favorite things in Dynamics for sales force automation in Dynamics. Discussed on the show Category search vs. relevance search use cases Wildcards in search (George Doubinski's Wildcard Tip of the Day post) Search performance, best practices, and idiosyncracies Power struggles for data formatting Using shared personal views with user teams Persnickety Affinity for Goals (as discussed in Episode 17) Dynamics 365 Gamification (on AppSource) What's on your mind? Have a question you'd like answered on a future podcast? Submit one by visiting implementthis.org
In today’s episode (sponsored by @maplytics by @inogic), hosts Britta Rekstad and Matthew C. Anderson continue their discussion (started in episode 14) about their favorite things in Dynamics for sales force automation in Dynamics. Discussed on the show Category search vs. relevance search use cases Wildcards in search (George Doubinski’s Wildcard Tip of the Day post) Search […] The post More Sales Force Automation in Dynamics 365 – Ep 20 appeared first on Implement This.
Hosts Britta Rekstad and Matthew C. Anderson discuss some of their favorite things–and lessons learned–for building out Sales Force Automation (SFA) implementations (beyond the expected Lead/Opportunity/etc.). Discussed on the show QuickView forms Field Mapping QuickCreate forms What’s on your mind? Have a question you’d like answered on a future podcast? Submit one by visiting implementthis.org The post Sales Force Automation in Dynamics 365 – Ep 14 appeared first on Implement This.
On December 8th, 2016, Microsoft closed its acquisition of LinkedIn and all of us on the Microsoft Dynamics 365 industry started wondering what that meant for us. Over the last few months, we've seen the evolution of the integration between the LinkedIn Sales Navigator and Microsoft Dynamics 365 Customer Engagement. I wanted to talk about this evolution and this acquisition as well, so I invited my good friend Brian Galicia, who is the world-wide lead for sales force automation and LinkedIn relationship sales for Microsoft Dynamics 365 Customer Engagement. Brian and I talk about: Evolution of Dynamics 365 Sales What the acquisition of LinkedIn means for Dynamics 365 customers The value of Relationship Selling Real-world examples of how organizations are using Relationship Selling today Value proposition of Dynamics 365 Sales vs. its competitors Follow Brian on Twitter @briangalicia
Sam’s arduous journey home from the path of totality, a multi-year analysis of the Gartner Magic Quadrant for Sales Force Automation, commentary on the movement of various CRM vendors within the Magic Quadrant, newcomers and the drop-offs, the Niche quadrant appearance of Xiaoshouyi CRM, a discussion about GreenRope, Fireflies.ai, and Node.io
Jon has over 20 years of experience in Customer Relationship Management and Sales Force Automation. An Entrepreneur at heart, Jon founded GoldMine CRM in 1989 with a college friend and turned it into a very successful venture that he eventually sold to FrontRange. In 2009, Jon founded Nimble, Inc.
Steve and Sam discuss Gartner's 2014 Magic Quadrant for Sales Force Automation. Sam airs a few of his CRM pet peeves.
Jon has over 20 years of experience in Customer Relationship Management and Sales Force Automation. An Entrepreneur at heart, Jon founded GoldMine CRM in 1989 with a college friend and turned it into a very successful venture that he eventually sold to FrontRange. In 2009, Jon founded Nimble, Inc.
Please click on the POD button to listen to the latest Atlanta Business Radio show podcast broadcasting live each Wednesday at 10am EDT from Atlanta, GA, USA. Here's how to listen to the podcast of our show. First click on the title of the show you are interested in. Then there should be a player in the upper right hand corner of the screen. Now just press play and the show you chose should start playing. You can also download the show to listen on your mp3 player. We are now available on iTunes, click this link and you can find all our past shows. Press SUBSCRIBE and you will automatically get the latest show when you sync your iPod to your computer.Today's show is brought to you by TAB of Northwest Atlanta.The Alternative Board of Northwest Atlanta brings together owners of privately held businesses to overcome challenges and seize new opportunities with a combination of peer advice and strategic business coaching. Board members meet monthly to learn from one anothers successes and mistakes and create more valuable and profitable companies. Achieve Greater Success with Peer Advice and Coaching with TAB of Northwest Atlanta. www.tab-nwatlanta.comFirst up we had Richard Brock who literally pioneered the Sales Force Automation industry in 1984 when he founded Brock Control Systems (now FirstWave). Sales and Marketing Automation Magazine named him one of the 10 most influential people in CRM.In 1990, Richard was named Georgia's High Technology Entrepreneur of the Year. Formerly the Chairman of the Technology Association of Georgia, he has assumed numerous industry leadership positions and has received many accolades throughout his entrepreneurial career. He has served as President and Board Member of the Business & Technology Alliance, President of the Entrepreneur"s Division and Board Member of the Information Technology Association of America, President and BoardMember of the Southeast Software Association, Chairman of Georgia High Technology Month and Board Member of the Technology Executives Roundtable and currently serves on the Board of Directors of the American Electronics Association Southeast Council. FirstWave provides on-demand marketing automation solutions that generate, score and nurture leads for B2B marketers. FirstWave offers powerful demand generation solutions that enable marketing and sales to automatically qualify and prioritize leads; track, score and nurture leads based on behavior; and measure the overall success of marketing campaigns (online and offline) in one view. FirstWave enables organizations to increase marketing ROI while maximizing resources. For more information about Richard and his firm please go to his website www.firstwave.netNext we were fortunate to have int the studio, Dr. Sally Jamara, a Founding Partner in the Atlanta office of Traversa. She has been consulting and leading major organizational change in global organizations for over twenty years. Sally is retained to consult with Board of Directors, CEOs, senior executive team members and high potential leaders. She works with executives as a trusted advisor to align their teams to support the efficient and effective delivery of the corporate strategy. Sally provides the road map to make organization change successful for both the organization and the individual. Dr. Jamara has been consulting with companies in the consulting, consumer product, financial services, high technology, hospitality, non profit, and real estate industry. Previously, Sally was Senior Vice President of America's Human Resources for Bass Hotels & Resorts, Inc. In addition to her significant Human Resources experience, she has been Vice President of Customer Service and Sales, managing the P&L and overseeing client development. Sally has been the recipient of numerous executive leadership awards including: Executive Committee Award, Outstanding Teamwork Award and multiple Top Performer Awards in a number of different companies. For more information on Traversa and Sally please go her website www.traversaconsulting.com Next we had on Theo Gilbert-Jamison, author of the book, The Six Principles of Service Excellence. Theo is also Chief Executive Officer and Managing Partner of Performance Solutions by Design, an elite performance consulting firm that caters to luxury and premium brands with an emphasis on creating the ultimate customer experience.Prior to launching Performance Solutions by Design in 2003, Theo was Vice President of Training & Organizational Effectiveness for the Ritz-Carlton Hotel Company, L.L.C. During a 17-year career with The Ritz-Carlton, she oversaw the daily operations of The Ritz-Carlton Leadership Center and was also responsible for the company's worldwide training and development initiatives. Today, Theo works closely with a diverse group of organizations, ranging from automotive, legal and financial services, to education, hospitality, healthcare, professional golf and home building. She recently co-authored a new book with her business partner Vivian Bright, titled The Leadership Book of Numbers, and is also currently working on her third book, Becoming a Level Three Organization, scheduled to be published in 2009. To learn more about Theo and her firm please go to her website www.psbydesign.comWe closed the show with Margo Geller. Margo is a distinguished Personal, Business and Financial Coach who has lived and worked in Atlanta for over 20 years. She began her career as a psychotherapist then evolved into coaching after a financial planning firm hired her to act as a financial therapist for their clients. Margo is currently working on her e2e program - a unique, highly personal coaching program where she prepares her clients to make the journey from being an employee to an entrepreneur. For more information about Margo, her networking events and her brand new e2e program please go to her website www.margogeller.com Also if you know of a business in Atlanta that we should know about please email Amy Otto at Amy @ atlantabusinessradio.com and we will try and get them on the show