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Content provided by CRM Switch, Steve Chipman, and Sam Biardo. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CRM Switch, Steve Chipman, and Sam Biardo or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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121 Deploying CRM Successfully

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Manage episode 446433155 series 46921
Content provided by CRM Switch, Steve Chipman, and Sam Biardo. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CRM Switch, Steve Chipman, and Sam Biardo or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Sam Biardo of Technology Advisors and Steve Chipman of CRM Switch discuss the changes and trends in CRM implementations over the past few years.

The key points discussed include the shift towards low-code/no-code platforms, the transition from on-premise to cloud-based solutions, the reduced need for developers and increased reliance on business analysts, the growing involvement of clients in the configuration process, and the emphasis on delivering a minimally viable product (MVP) in shorter implementation cycles to minimize risk and provide faster value realization.

Other topics covered include the importance of planning and phasing, integration challenges with legacy systems, project management and AI tools, reporting and dashboard creation, measuring success criteria, and data migration best practices.

Sam LinkedIn : linkedin.com/in/sambiardo/

Steve LinkedIn: linkedin.com/in/schipman/

Steve X: @stevechipman

  continue reading

107 episodes

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121 Deploying CRM Successfully

CRM Talk

72 subscribers

published

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Manage episode 446433155 series 46921
Content provided by CRM Switch, Steve Chipman, and Sam Biardo. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CRM Switch, Steve Chipman, and Sam Biardo or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Sam Biardo of Technology Advisors and Steve Chipman of CRM Switch discuss the changes and trends in CRM implementations over the past few years.

The key points discussed include the shift towards low-code/no-code platforms, the transition from on-premise to cloud-based solutions, the reduced need for developers and increased reliance on business analysts, the growing involvement of clients in the configuration process, and the emphasis on delivering a minimally viable product (MVP) in shorter implementation cycles to minimize risk and provide faster value realization.

Other topics covered include the importance of planning and phasing, integration challenges with legacy systems, project management and AI tools, reporting and dashboard creation, measuring success criteria, and data migration best practices.

Sam LinkedIn : linkedin.com/in/sambiardo/

Steve LinkedIn: linkedin.com/in/schipman/

Steve X: @stevechipman

  continue reading

107 episodes

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