WBSP674: Grow Your Business by Understanding Zoho CRM’s Capabilities, an Objective Panel Discussion

WBSRocks: Business Growth with Enterprise Software and Digital Transformation

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תוכן מסופק על ידי Sam Gupta. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Sam Gupta או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.

We Have The Receipts

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Battle Camp S1: Reality Rivalries with Dana Moon & QT 1:00:36

לפני 13 ימים1:00:36

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Do you have fond childhood memories of summer camp? For a chance at $250,000, campers must compete in a series of summer camp-themed challenges to prove that they are unbeatable, unhateable, and unbreakable. Host Chris Burns is joined by the multi-talented comedian Dana Moon to recap the first five episodes of season one of Battle Camp . Plus, Quori-Tyler (aka QT) joins the podcast to dish on the camp gossip, team dynamics, and the Watson to her Sherlock Holmes. Leave us a voice message at www.speakpipe.com/WeHaveTheReceipts Text us at (929) 487-3621 DM Chris @FatCarrieBradshaw on Instagram Follow We Have The Receipts wherever you listen, so you never miss an episode. Listen to more from Netflix Podcasts.…

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For businesses with complex sales processes, CRM platforms often require customization to meet specific needs, despite claims of high flexibility. Even market leaders like Salesforce encounter challenges in handling industry-specific demands, such as the intricate workflows of real estate. These limitations arise from the simplified data models that prioritize ease of use but lack the sophistication of ERP systems for managing complex custom workflows. Zoho CRM offers a compelling alternative by providing a highly customizable platform with an extensive suite of native tools and integrations. While its affordability and adaptability stand out, scaling with advanced customizations or integrating third-party apps can lead to increased costs, making it essential to evaluate how well Zoho CRM aligns with your industry’s unique requirements compared to other options in the market.
In today's episode, we invited a panel of industry experts for a live discussion on LinkedIn to conduct an independent review of Zoho CRM’s capabilities. We covered many grounds, including where Zoho CRM might be a fit in the enterprise architecture and where it might be overused. Finally, they analyze many data points to help understand the core strengths and weaknesses of Zoho CRM.
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For more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.

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WBSP674: Grow Your Business by Understanding Zoho CRM’s Capabilities, an Objective Panel Discussion

WBSRocks: Business Growth with Enterprise Software and Digital Transformation

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WBSRocks: Business Growth with Enterprise Software and Digital Transformation

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WBSP716: Grow Your Business by Learning from ERP Trends in the Age of AI w/ Vinnie Mirchandani 1:04:14

לפני 4 ימים1:04:14

1:04:14

Send us a text The ERP landscape is undergoing significant transformation, marked by a shift toward vertical specialization and regional compliance as vendors move away from generic, one-size-fits-all solutions. This evolution reflects the growing demand for industry-specific functionality and adherence to localized regulatory requirements. At the same time, artificial intelligence is reshaping ERP capabilities by driving smarter automation, predictive insights, and more agile decision-making. Businesses are also moving toward modular architectures, favoring best-of-breed integrations over traditional monolithic systems to gain flexibility and scalability. As a result, ERP vendors are adopting divergent strategies—some doubling down on vertical depth, while others build expansive ecosystems to support extensibility—highlighting the increasingly fragmented and dynamic nature of the ERP market. In this episode, Sam Gupta engages in a LinkedIn live session with Vinnie Mirchandani, Founder, Deal Architect in a live LinkedIn session and discusses ERP Trends in the Age of AI. Background Soundtrack: Away From You – Mauro Somm For more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com . To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.…

WBSRocks: Business Growth with Enterprise Software and Digital Transformation

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WBSP715: Grow Your Business by Understanding Front’s Capabilities, an Objective Panel Discussion 1:01:41

לפני 5 ימים1:01:41

1:01:41

Send us a text Many companies start their customer service operations with shared inboxes due to their affordability and ease of setup—making them an ideal solution for resource-constrained startups. These email-based systems offer a unified communication channel that simplifies customer interactions and promotes internal collaboration. However, as businesses grow and customer expectations evolve, shared inboxes struggle to support omnichannel engagement and scalable service delivery. While platforms like Zendesk offer powerful features to fill this gap, they often sacrifice the simplicity that made email systems appealing in the first place. This is where Front positions itself uniquely, combining the intuitive nature of email with the advanced capabilities of a customer communication platform, enabling teams to deliver personalized, efficient support across multiple channels without losing the collaborative benefits of a shared inbox. In today's episode, we invited a panel of industry experts for a live discussion on LinkedIn to conduct an independent review of Front’s capabilities. We covered many grounds, including where Front might be a fit in the enterprise architecture and where it might be overused. Finally, they analyze many data points to help understand the core strengths and weaknesses of Front. Background Soundtrack: Away From You – Mauro Somm For more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs.rocks or elevatiq.com . To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.…

WBSRocks: Business Growth with Enterprise Software and Digital Transformation

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WBSP714: Grow Your Business by Learning the Top 10 Non-Profit ERP Systems in 2025 w/ Sam Gupta 20:57

לפני 6 ימים20:57

20:57

Send us a text Selecting an ERP system for the not-for-profit sector requires a nuanced approach due to the sector’s distinct operational and financial demands. Unlike traditional businesses, not-for-profits rely on specialized functionalities such as fund accounting, grant tracking, and compliance tools, which are essential to meet sector-specific accounting standards. The choice of ERP should be aligned with the organization's size and mission, as systems vary in scalability and feature depth. Dedicated not-for-profit editions are generally more effective than retrofitting generic platforms, which may struggle with sector-specific requirements. Moreover, critical operational concerns—like data residency, donor engagement, and public-sector-style procurement—must be addressed through a tightly integrated, suite-based solution that holistically supports both financial and mission-centric goals. In this episode, our host Sam Gupta discusses the top 10 Non-Profit ERP systems in 2025. He also discusses several variables that influence the rankings of these Non-Profit ERP systems. Finally, he shares the pros and cons of each Non-Profit ERP system. Background Soundtrack: Away From You – Mauro Somm For more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com . To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.…

WBSRocks: Business Growth with Enterprise Software and Digital Transformation

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WBSP713: Grow Your Business by Understanding HubSpot’s Capabilities, an Objective Panel Discussion 59:49

לפני 11 ימים59:49

59:49

Send us a text Marketing automation and core CRM systems, though often linked, are fundamentally distinct in design and purpose. Marketing automation is tailored for upstream business processes that involve unstructured data and require seamless integration with multiple systems to drive engagement and lead generation. In contrast, core CRM systems are built to support downstream Revenue Operations with highly transactional workflows, necessitating a structured data model capable of capturing complex business hierarchies. However, even the most advanced CRMs often fall short in supporting the intricate, ad-hoc relationships found in industries like real estate or non-profits, where flexibility and nuanced relationship management are critical. In today's episode, we invited a panel of industry experts for a live discussion on LinkedIn to conduct an independent review of HubSpot’s capabilities. We covered many grounds, including where HubSpot might be a fit in the enterprise architecture and where it might be overused. Finally, they analyze many data points to help understand the core strengths and weaknesses of HubSpot. Background Soundtrack: Away From You – Mauro Somm For more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs.rocks or elevatiq.com . To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.…

WBSRocks: Business Growth with Enterprise Software and Digital Transformation

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WBSP712: Grow Your Business by Learning from Enterprise Software Stories - Jan 2025, Week 1, an Objective Panel Discussion 1:00:29

לפני 12 ימים1:00:29

1:00:29

Send us a text The tech and enterprise software landscape is undergoing rapid transformation, marked by a mix of bold acquisitions and cautious public market strategies. While Databricks' CEO candidly states that “it’s dumb to IPO this year,” citing market volatility and strategic timing, major players are making aggressive moves elsewhere. From Thomson Reuters’ $600M acquisition of tax automation firm SafeSend to WWT’s $1.25B blockbuster deal to acquire Softchoice, the momentum is clearly shifting toward consolidation and capability expansion. Microsoft’s Satya Nadella has also sparked debate with his prediction that AI agents could overtake traditional SaaS models by 2025, signaling a fundamental shift in how software is built and consumed. Meanwhile, companies like SPS Commerce, Cass Information Systems, and Later are strengthening their portfolios through targeted acquisitions, reflecting a broader trend of investing in specialized tools and emerging platforms. Together, these developments hint at a future shaped less by IPOs and more by ecosystem dominance and AI-powered disruption. In today's episode, we invited a panel of industry analysts for a live discussion on LinkedIn to analyze current enterprise software stories. We covered many grounds, including the direction and roadmaps of each enterprise software vendor. Finally, we analyzed future trends and how they might shape the enterprise software industry. Background Soundtrack: Away From You – Mauro Somm For more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com . To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.…

WBSRocks: Business Growth with Enterprise Software and Digital Transformation

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WBSP711: Grow Your Business by Learning the Top 10 Cloud-native ERP Systems in 2025 w/ Sam Gupta 26:02

לפני 13 ימים26:02

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Send us a text This curated list stands apart by spotlighting ERP platforms that were engineered from inception as true cloud-native solutions, intentionally bypassing the limitations of retrofitted legacy systems. These modern ERPs are designed to leverage the full scope of cloud capabilities—delivering streamlined operations, cost efficiencies, and reduced maintenance overhead. While they may not rival the feature depth of long-established systems, their edge lies in agility, intuitive design, and mobile readiness, making them particularly attractive to forward-looking organizations. Our evaluation prioritizes architectural integrity over popularity, favoring vendors that have fully embraced cloud-native frameworks and are actively innovating in this space. The result is a lineup that not only reflects current market needs but also signals where ERP is headed—toward more flexible, scalable, and user-centered experiences. In this episode, our host, Sam Gupta, discusses the top 10 cloud-native ERP systems in 2025. He also discusses several variables that influence the rankings of these cloud-native ERP systems. Finally, he shares the pros and cons of each cloud-native ERP system. Background Soundtrack: Away From You – Mauro Somm For more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com . To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.…

WBSRocks: Business Growth with Enterprise Software and Digital Transformation

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WBSP710: Grow Your Business by Learning from ERP Challenges for Govt and Non-profit Organizations w/ Douglas Camin 59:48

לפני 18 ימים59:48

59:48

Send us a text Implementing ERP systems in government and non-profit sectors comes with distinct challenges, including tight budget constraints, complex regulatory requirements, and the heightened need for operational transparency. In these environments, the role of enterprise architecture becomes especially critical—it acts as a strategic framework that aligns IT investments with organizational objectives, ensuring that ERP solutions are not only compliant and cost-effective but also sustainable over the long term. By offering a clear roadmap, enterprise architecture helps mitigate implementation risks, optimize resource allocation, and drive greater efficiency, all while reinforcing accountability and public trust in mission-driven operations. In this episode, Sam Gupta engages in a LinkedIn live session with Douglas Camin, CIO, Coordinated Care Services in a live LinkedIn session and discusses ERP challenges for govt and non-profit organizations and the differences in enterprise architecture for financial services and government spaces. Background Soundtrack: Away From You – Mauro Somm For more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com . To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.…

WBSRocks: Business Growth with Enterprise Software and Digital Transformation

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WBSP709: Grow Your Business by Understanding Attio’s Capabilities, an Objective Panel Discussion 1:03:20

לפני 19 ימים1:03:20

1:03:20

Send us a text It’s fascinating how quickly the tech landscape evolves—platforms like Salesforce and Workday, once seen as trailblazing disruptors, are now being viewed as legacy systems, navigating the same kind of disruption they once caused. Innovations like object and graph databases have redefined what flexibility, connectivity, and user experience look like, giving rise to a new generation of platforms such as Notion, Attio, ClickUp, Monday.com, Airtable, and Smartsheet. These tools prioritize adaptability, intuitive design, and real-time collaboration, reshaping how businesses manage data and workflows. Within this new wave, Attio stands out as a modern CRM alternative built on a graph-first architecture, offering dynamic relationship tracking and a highly customizable interface. As companies seek lightweight, modular tools over rigid enterprise suites, the question now is not just how Attio compares to its competitors—but whether it represents the future of relationship management altogether. In today's episode, we invited a panel of industry experts for a live discussion on LinkedIn to conduct an independent review of Attio’s capabilities. We covered many grounds, including where Attio might be a fit in the enterprise architecture and where it might be overused. Finally, they analyze many data points to help understand the core strengths and weaknesses of Attio. Background Soundtrack: Away From You – Mauro Somm For more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs.rocks or elevatiq.com . To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.…

WBSRocks: Business Growth with Enterprise Software and Digital Transformation

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WBSP708: Grow Your Business by Learning the Top 10 Pharma ERP Systems in 2025 w/ Sam Gupta 18:34

לפני 20 ימים18:34

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Send us a text When evaluating the top ERP systems for the pharmaceutical industry, it’s crucial to recognize that this list focuses solely on the ERP solutions themselves—not the vendors behind them—and spans organizations of all sizes, from emerging biotech startups to large-scale pharmaceutical manufacturers. Since ERP needs vary widely across the pharma value chain, the accompanying commentary offers essential guidance on which systems best serve specific market segments. The industry encompasses a wide array of business models, including traditional pharma companies, biotech firms, cannabis producers, nutraceutical manufacturers, CROs, and R&D consultancies—each with distinct regulatory, operational, and supply chain demands. For instance, a contract research organization may require robust data integrity and clinical compliance tools, whereas a nutraceutical producer might prioritize batch traceability and rapid production scalability. These differences underscore the importance of selecting an ERP system that not only supports compliance but also aligns with a company’s core processes and growth trajectory. In this episode, our host Sam Gupta discusses the top 10 pharma ERP systems in 2025. He also discusses several variables that influence the rankings of these pharma ERP systems. Finally, he shares the pros and cons of each pharma ERP system. Background Soundtrack: Away From You – Mauro Somm For more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com . To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.…

WBSRocks: Business Growth with Enterprise Software and Digital Transformation

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WBSP707: Grow Your Business by Learning from ERP Phase 0 Stories w/ Jakob Bent Smed 39:22

לפני 25 ימים39:22

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Send us a text ERP Phase 0 is more than just a clever way to cut down on the zeroes in your total cost of ownership—it’s the strategic groundwork that can make or break your entire implementation. This critical phase is where businesses assess their needs, document current processes, and align their objectives with the capabilities of a chosen ERP system. Think of it as building a zero-solid foundation: whether it's a retailer identifying supply chain gaps or a manufacturer validating workflow compatibility, Phase 0 is where hidden inefficiencies surface and alignment begins. Skipping this step often leads to costly delays, scope creep, and mismatched expectations. But embracing it? That’s how you set your ERP project up for real, scalable success. In this episode, Sam Gupta engages in a LinkedIn live session with Jakob Bent Smed, Founder, JBS Advisory in a live LinkedIn session and discusses ERP Phase 0 stories. Background Soundtrack: Away From You – Mauro Somm For more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com . To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.…

WBSRocks: Business Growth with Enterprise Software and Digital Transformation

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WBSP706: Grow Your Business by Understanding Brevo’s Capabilities, an Objective Panel Discussion 1:01:26

לפני 26 ימים1:01:26

1:01:26

Send us a text Many marketing automation platforms tend to overpromise, presenting themselves as all-encompassing solutions capable of delivering seamless, customer-centric workflows across the entire CRM spectrum. In reality, these platforms are typically optimized for specific use cases, and their underlying data models reflect that specialization. B2C-focused systems often emphasize features like order management, subscriptions, and loyalty programs, whereas B2B platforms are built around complex customer hierarchies, account-based marketing, and territory-based permissions. While there is some functional overlap, the structural differences between B2B and B2C solutions are significant, particularly when it comes to integration requirements and workflow design. In this context, evaluating where Brevo fits becomes crucial—understanding whether it leans more toward B2B or B2C use cases, how well it adapts to varying business needs, and how its capabilities compare with other niche and hybrid platforms in the market. In today's episode, we invited a panel of industry experts for a live discussion on LinkedIn to conduct an independent review of Brevo’s capabilities. We covered many grounds, including where Brevo might be a fit in the enterprise architecture and where it might be overused. Finally, they analyze many data points to help understand the core strengths and weaknesses of Brevo. Background Soundtrack: Away From You – Mauro Somm For more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs.rocks or elevatiq.com . To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.…

WBSRocks: Business Growth with Enterprise Software and Digital Transformation

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WBSP705: Grow Your Business by Learning the Top 10 Medical Device ERP Systems in 2025 w/ Sam Gupta 21:11

לפני 27 ימים21:11

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Send us a text When evaluating the top ERP systems for the medical device industry, it’s essential to recognize the wide range of business models that fall within this sector, from biotech startups to large-scale manufacturers of capital equipment and consumables. This ranking focuses strictly on the ERP solutions themselves—independent of the companies behind them—and considers their applicability across organizations of all sizes. Since ERP requirements differ significantly depending on a company’s scale, regulatory obligations, and operational focus, the commentary accompanying each system is critical in helping businesses determine fit. For example, a biotech firm may prioritize robust compliance and research support, while a consumables manufacturer might seek high-efficiency production and traceability. As such, a top-ranked ERP solution may not be universally ideal, but rather excels in particular areas like scalability, automation, or compliance. Choosing the right system involves aligning these strengths with your specific business needs, ensuring the ERP not only supports current operations but is also capable of adapting to future growth and industry demands. In this episode, our host Sam Gupta discusses the top 10 medical device ERP systems in 2025. He also discusses several variables that influence the rankings of these medical device ERP systems. Finally, he shares the pros and cons of each medical device ERP system. Background Soundtrack: Away From You – Mauro Somm For more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com . To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.…

WBSRocks: Business Growth with Enterprise Software and Digital Transformation

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WBSP704: Grow Your Business by Learning the Nuances of Business Transformation from the Lenses of a CIO w/ Martin Mohr 1:00:45

לפני 5 weeks1:00:45

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Send us a text CIOs are pivotal to successful business transformation, serving as the bridge between equipment IT, product IT, and corporate IT to create a unified and agile technology ecosystem. Achieving this coherence requires more than technical oversight—it demands a strategic mindset rooted in business value. Tools like Signavio and LeanIX have become essential in this effort, enabling CIOs to map and model business processes, identify redundancies, and ensure clear ownership across the IT landscape. These platforms not only enhance visibility but also support cross-functional alignment and better resource utilization. However, the true power of Enterprise Architecture lies in its ability to drive adaptability and collaboration among stakeholders. CIOs must champion EA not just as a framework, but as a transformative force that connects technology initiatives to tangible business outcomes. Past failures highlight the dangers of poor communication and lack of executive buy-in, where even well-designed EA strategies can result in underused systems or disconnected goals. Ultimately, CIOs who align IT with dynamic business needs and foster a culture of agility are best positioned to lead through change and deliver long-term value. In this episode, Sam Gupta engages in a LinkedIn live session with Martin Mohr, CIO, RAFI Group in a live LinkedIn session and discusses business transformation from the lenses of a CIO. Background Soundtrack: Away From You – Mauro Somm For more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com . To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.…

WBSRocks: Business Growth with Enterprise Software and Digital Transformation

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WBSP703: Grow Your Business by Understanding SugarCRM’s Capabilities, an Objective Panel Discussion 1:00:04

לפני 5 weeks1:00:04

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Send us a text The sustainability of the open-source business model remains a subject of ongoing debate, particularly when examining its long-term viability as a product differentiator. While open-source has often served as an effective marketing and adoption strategy—evident in early trailblazers like SugarCRM—it doesn’t always guarantee lasting market dominance. SugarCRM, for instance, initially gained traction by fostering a strong community and ecosystem around its open-source version. However, despite this early success, the company eventually discontinued its community edition, raising questions about the durability of the model. Such a pivot can alienate loyal users and erode trust, especially if customers feel that transparency and flexibility—the core promises of open-source—are being compromised. Furthermore, once a product shifts away from its open-source roots, the competitive advantage it once held may diminish, particularly as the value proposition becomes more aligned with proprietary alternatives. This transition often forces companies to reevaluate how they attract and retain customers in a more crowded, less differentiated market. In today's episode, we invited a panel of industry experts for a live discussion on LinkedIn to conduct an independent review of SugarCRM’s capabilities. We covered many grounds, including where SugarCRM might be a fit in the enterprise architecture and where it might be overused. Finally, they analyze many data points to help understand the core strengths and weaknesses of SugarCRM. Background Soundtrack: Away From You – Mauro Somm For more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs.rocks or elevatiq.com . To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.…

WBSRocks: Business Growth with Enterprise Software and Digital Transformation

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WBSP702: Grow Your Business by Learning the Top 10 Aerospace And Defense ERP Systems in 2025 w/ Sam Gupta 19:37

לפני 5 weeks19:37

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Send us a text When assessing the top aerospace and defense ERP systems for 2025, it's essential to recognize that this evaluation is rooted in a defined set of criteria focused solely on the ERP solutions themselves rather than the reputation or size of the vendors behind them. The list accommodates businesses across the spectrum—from small subcontractors to large OEMs—acknowledging that ERP suitability is highly context-dependent. A system ranked at the top may excel in areas like compliance, scalability, or supply chain integration but might not align with the streamlined needs of a smaller Tier 2 supplier or a service-focused firm. The aerospace and defense industry is far from monolithic; it includes a diverse array of business models, from component manufacturing to project-based consulting, each with distinct requirements. As such, factors like industry-specific functionality, support for standards like AS9100, and project management capabilities such as WBS must be considered. The commentary accompanying each system in the ranking will delve into these nuances, helping organizations identify the ERP solution that best fits their operational profile rather than assuming a one-size-fits-all approach. In this episode, our host, Sam Gupta, discusses the top 10 aerospace and defense ERP systems in 2025. He also discusses several variables that influence the rankings of these aerospace and defense ERP systems. Finally, he shares the pros and cons of each aerospace and defense ERP system. Background Soundtrack: Away From You – Mauro Somm For more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com . To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.…

WBSRocks: Business Growth with Enterprise Software and Digital Transformation

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WBSP701: Grow Your Business by Understanding Yotpo’s Capabilities, an Objective Panel Discussion 58:31

לפני 6 weeks58:31

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Send us a text When evaluating the cost of a review platform, businesses must consider more than just the price—they need to assess the value it brings to their marketing and conversion strategy. A robust review system can significantly impact customer trust, ad performance, and even SEO rankings, making it a powerful asset beyond simple testimonials. The real question is whether the investment can be tied directly to measurable ROI. Platforms like Yotpo have gained popularity by offering features such as automated review collection, AI-driven sentiment analysis, and seamless integrations with eCommerce ecosystems. If a platform can drive higher conversions, reduce customer acquisition costs, and enhance brand credibility, then even a five-figure investment might be justified. However, businesses must carefully compare options and ensure that the chosen solution aligns with their overall growth and engagement strategies. In today's episode, we invited a panel of industry experts for a live discussion on LinkedIn to conduct an independent review of Yotpo’s capabilities. We covered many grounds, including where Yotpo might be a fit in the enterprise architecture and where it might be overused. Finally, they analyze many data points to help understand the core strengths and weaknesses of Yotpo. Background Soundtrack: Away From You – Mauro Somm For more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs.rocks or elevatiq.com . To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.…

WBSRocks: Business Growth with Enterprise Software and Digital Transformation

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WBSP700: Grow Your Business by Learning the Nuances of ERP Consolidation in the Paper Industry w/ Fred Donatucci 58:43

לפני 6 weeks58:43

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Send us a text Given these complexities, selecting the right ERP system for the paper industry requires a solution that goes beyond generic functionalities to address sector-specific challenges. From managing raw material fluctuations and complex production scheduling to ensuring seamless integration across newly merged entities, an effective ERP must provide real-time visibility and adaptability. Additionally, regulatory compliance, sustainability tracking, and waste reduction are growing concerns that necessitate robust data analytics and reporting capabilities. Companies that invest in an ERP tailored to the paper industry gain not only operational efficiency but also a strategic advantage, enabling them to optimize production, streamline supply chains, and respond swiftly to market changes. In this episode, Sam Gupta engages in a LinkedIn live session with Fred Donatucci, CIO/IT Executive Advisor in a live LinkedIn session and discusses ERP Consolidation in the Paper Industry and their unique needs & challenges. Background Soundtrack: Away From You – Mauro Somm For more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com . To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.…

WBSRocks: Business Growth with Enterprise Software and Digital Transformation

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WBSP699: Grow Your Business by Learning the Top 10 Automotive ERP Systems in 2025 w/ Sam Gupta 30:23

לפני 6 weeks30:23

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Send us a text Given the complexities of the automotive industry, selecting the right ERP system is not just about functionality but also about long-term strategic fit. Companies must assess how well an ERP solution aligns with their operational structure, compliance needs, and growth plans. While larger enterprises may benefit from robust suite-centric solutions that offer end-to-end integration, smaller firms might prefer modular, platform-based ERPs that allow gradual scaling. Additionally, factors like vendor support, ecosystem strength, and technological innovation should not be overlooked, as they can significantly impact system usability and adaptability. Ultimately, the right ERP choice is one that not only meets current industry demands but also evolves with future advancements in automotive manufacturing, supply chain management, and regulatory compliance. In this episode, our host Sam Gupta discusses the top 10 automotive ERP systems in 2025. He also discusses several variables that influence the rankings of these automotive ERP systems. Finally, he shares the pros and cons of each automotive ERP system. Background Soundtrack: Away From You – Mauro Somm For more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com . To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.…

WBSRocks: Business Growth with Enterprise Software and Digital Transformation

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WBSP698: Grow Your Business by Understanding ActiveCampaign’s Capabilities, an Objective Panel Discussion 1:02:08

לפני 7 weeks1:02:08

1:02:08

Send us a text The marketing automation landscape is split between platforms designed for B2C and those built for B2B, each with unique challenges and priorities. While B2C businesses often require high email volumes to engage customers at scale, B2B strategies typically focus on deeper relationship-building with fewer but more targeted touchpoints. Many email marketing providers emphasize the importance of more interactions, but for businesses selling low-cost products—where the cost of sending emails could exceed the revenue generated—email send limits become a critical consideration. This raises the question: how well do email marketing platforms address these nuances? In today's episode, we invited a panel of industry experts for a live discussion on LinkedIn to conduct an independent review of ActiveCampaign’s capabilities. We covered many grounds including where ActiveCampaign might be a a fit in the enterprise architecture and where it might be overused. Finally, they analyze many data points to help understand the core strengths and weaknesses of ActiveCampaign. Background Soundtrack: Away From You – Mauro Somm For more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs.rocks or elevatiq.com . To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.…

WBSRocks: Business Growth with Enterprise Software and Digital Transformation

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WBSP697: Grow Your Business by Learning ERP trends for 2025 w/ Robert Kramer 59:43

לפני 7 weeks59:43

59:43

Send us a text As we approach 2025, ERP systems are undergoing significant transformation, driven by the push toward modernization and cloud adoption. Vendors are offering enticing migration strategies to help businesses move away from legacy systems, promising enhanced scalability, real-time data access, and improved operational efficiency. However, organizations remain cautious, weighing these benefits against potential challenges such as data security risks, integration complexities, and the hurdles of change management. As a result, many companies are adopting a hybrid approach, strategically transitioning certain functions to the cloud while maintaining critical processes on-premise to mitigate risks and ensure business continuity. In this episode, Sam Gupta engages in a LinkedIn live session with Robert Kramer at Moor Insights & Strategy in a live LinkedIn session and discusses ERP trends for 2025 and what businesses need to know to prepare for their digital transformation journey. Background Soundtrack: Away From You – Mauro Somm For more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs.rocks or elevatiq.com . To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.…

WBSRocks: Business Growth with Enterprise Software and Digital Transformation

1
WBSP696: Grow Your Business by Learning the Top 10 Large Company ERP in 2025 w/ Sam Gupta 22:12

לפני 7 weeks22:12

22:12

Send us a text Selecting an ERP system for large enterprises—companies generating over $1 billion in revenue—is a complex and high-stakes decision shaped by their scale, operational intricacies, and global footprint. While the lower enterprise segment often faces budget constraints and slower business model evolution, the upper enterprise tier is far more dynamic, frequently undergoing structural shifts due to mergers and acquisitions. Given their presence across multiple countries, these organizations require ERP solutions with strong multi-entity support, compliance capabilities, and localization features to navigate regulatory frameworks like GDPR, e-invoicing mandates, and Sarbanes-Oxley compliance. Unlike mid-sized businesses that may operate with a single ERP, large enterprises typically adopt a best-of-breed approach, integrating multiple specialized solutions to optimize financial and operational synergies across subsidiaries. In this episode, our host Sam Gupta discusses the top 10 Large Company ERP in 2025. He also discusses several variables that influence the rankings of these Large Company ERP Systems. Finally, he shares the pros and cons of each Large Company ERP. Background Soundtrack: Away From You – Mauro Somm For more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com . To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.…

WBSRocks: Business Growth with Enterprise Software and Digital Transformation

1
WBSP695: Grow Your Business by Understanding Bloomreach’s Capabilities, an Objective Panel Discussion 1:01:14

לפני 8 weeks1:01:14

1:01:14

Send us a text The intersection of marketing automation and CMS platforms raises an important question: does merging the two create a more seamless, tailored experience, or does it confine the platform to a specific industry? Some solutions, like Episerver, have positioned themselves around CMS and personalization, integrating marketing automation to enhance customer engagement. Similarly, certain open-source CMS platforms have attempted to enter this space, though their limited market share raises doubts about their influence in defining the category. In today's episode, we invited a panel of industry experts for a live discussion on LinkedIn to conduct an independent review of Bloomreach’s capabilities. We covered many grounds including where Bloomreach might be a a fit in the enterprise architecture and where it might be overused. Finally, they analyze many data points to help understand the core strengths and weaknesses of Bloomreach. Background Soundtrack: Away From You – Mauro Somm For more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com . To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.…

WBSRocks: Business Growth with Enterprise Software and Digital Transformation

1
WBSP694: Grow Your Business by Understanding Braze’s Capabilities, an Objective Panel Discussion 1:01:31

לפני 8 weeks1:01:31

1:01:31

Send us a text In the crowded marketing automation space, where countless platforms offer seemingly similar capabilities, real-time customer interaction is a key differentiator—especially for B2C industries. While many solutions claim to enable real-time engagement, only a select few possess the technology to execute it effectively. As businesses refine their data-driven strategies, they encounter an array of tools designed to enhance customer targeting across multiple touchpoints. In today's episode, we invited a panel of industry experts for a live discussion on LinkedIn to conduct an independent review of Braze’s capabilities. We covered many grounds including where Braze might be a a fit in the enterprise architecture and where it might be overused. Finally, they analyze many data points to help understand the core strengths and weaknesses of Braze. Background Soundtrack: Away From You – Mauro Somm For more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com . To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.…

WBSRocks: Business Growth with Enterprise Software and Digital Transformation

1
WBSP693: Grow Your Business by Learning the Top 10 Mid-Sized Business ERP in 2025 w/ Sam Gupta 21:25

לפני 8 weeks21:25

21:25

Send us a text Selecting the right ERP system for mid-sized businesses in 2025 requires a nuanced understanding of the segment, as companies generating between $100 million and $1 billion in revenue have vastly different needs depending on their scale. The lower mid-market, ranging from $100 million to $250 million, may prioritize ease of implementation and cost-effectiveness, while the upper mid-market often demands more advanced functionality and scalability. While industry-specific ERP recommendations are ideal, broader rankings—like this one—can serve as a helpful starting point for businesses without access to tailored guidance. Given that most companies in this range operate in fewer than 10 countries, their ERP choices typically balance global capabilities with practical implementation constraints. These systems offer greater maturity than small business ERPs, emphasizing advanced forecasting, supply chain optimization, and workflow automation. However, deep customization and extensive third-party integrations are usually reserved for enterprise-level deployments. By evaluating market share, vendor strategies, product roadmaps, and ecosystem engagement, this list highlights the top ERP solutions that align with the unique needs of mid-sized businesses in 2025. In this episode, our host Sam Gupta discusses the top 10 Mid-Sized Business ERP in 2025. He also discusses several variables that influence the rankings of these Mid-Sized Business ERP Systems. Finally, he shares the pros and cons of each Mid-Sized Business ERP. Background Soundtrack: Away From You – Mauro Somm For more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com . To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.…

WBSRocks: Business Growth with Enterprise Software and Digital Transformation

1
WBSP692: Grow Your Business by Learning Quantum Technology Trends w/ Kieran N. Blanks 1:01:34

לפני 9 weeks1:01:34

1:01:34

Send us a text Quantum technology is rapidly evolving, driven by advancements in computing, communication, and sensing, with AI acting as a key catalyst for its growing demand. As machine learning and large-scale computations push the limits of classical processing power, quantum systems present a promising solution for solving complex problems more efficiently. Governments, private enterprises, and research institutions worldwide are making substantial investments to accelerate both fundamental discoveries and commercial applications. Beyond technological breakthroughs, quantum innovation is also shaping the workforce of the future by fostering high-tech job opportunities and promoting inclusivity through education and training initiatives. These efforts aim to ensure broader participation in this transformative field, particularly among underrepresented communities. In this episode, Sam Gupta engages in a LinkedIn live session with Kieran N. Blanks at The Blankslate Group in a live LinkedIn session and discusses Quantum technology trends and what businesses need to know to prepare for the next technology revolution. Background Soundtrack: Away From You – Mauro Somm For more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs.rocks or elevatiq.com . To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.…

WBSRocks: Business Growth with Enterprise Software and Digital Transformation

1
WBSP691: Grow Your Business by Understanding Klaviyo’s Capabilities, an Objective Panel Discussion 58:24

לפני 9 weeks58:24

58:24

Send us a text Marketing automation is a highly competitive space, with numerous tools designed for different industries and platforms. Within the Shopify ecosystem alone, businesses can choose from at least a dozen options, including Shopify's own built-in solutions, all offering similar core functionalities. However, the differences lie in their specialized capabilities—some platforms emphasize eCommerce-driven workflows like product recommendations and push notifications, while others cater more to content management or CPQ processes. Klaviyo, a well-known player in this space, distinguishes itself with a strong focus on data-driven personalization and deep eCommerce integrations. In today's episode, we invited a panel of industry experts for a live discussion on LinkedIn to conduct an independent review of Klaviyo’s capabilities. We covered many grounds including where Klaviyo might be a a fit in the enterprise architecture and where it might be overused. Finally, they analyze many data points to help understand the core strengths and weaknesses of Klaviyo. Background Soundtrack: Away From You – Mauro Somm For more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com . To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.…

WBSRocks: Business Growth with Enterprise Software and Digital Transformation

1
WBSP690: Grow Your Business by Learning the Top 10 ERP Systems for Small Business in 2025 w/ Sam Gupta 26:15

לפני 9 weeks26:15

26:15

Send us a text When assessing ERP solutions for small businesses, it’s essential to recognize that these companies have distinct operational needs and constraints. While revenue can be a useful benchmark, factors such as industry type, business model complexity, and growth trajectory play an equally crucial role in determining ERP adoption. For many product-based businesses, reaching $30 million in revenue often signals the need for a more robust system to manage inefficiencies, whereas service-based companies may continue operating with simpler tools for longer. Small businesses in this segment are beyond the startup phase but still face budget limitations, making affordability, ease of implementation, and ecosystem support key selection criteria. Given these nuances, our analysis considers not only the ERP vendors’ market presence and strategic focus on small businesses but also their technology roadmap, community engagement, and ability to support businesses with evolving operational demands. In this episode, our host Sam Gupta discusses the top 10 ERP Systems for Small Business in 2025. He also discusses several variables that influence the rankings of these Small Business ERP Systems. Finally, he shares the pros and cons of each Small Business ERP System. Background Soundtrack: Away From You – Mauro Somm For more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com . To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.…

WBSRocks: Business Growth with Enterprise Software and Digital Transformation

1
WBSP689: Grow Your Business by Understanding Celonis’ Capabilities, an Objective Panel Discussion 1:03:18

לפני 10 weeks1:03:18

1:03:18

Send us a text ERP systems have long struggled with visibility, making learning, adoption, and process optimization difficult for organizations. Traditional methods of visualizing business processes relied on stakeholder interviews, often leading to incomplete or biased representations. Process mining technology revolutionizes this approach by leveraging event logs and AI-driven analytics to map real process flows with accuracy and depth. Celonis, a leader in this space, offers powerful insights into inefficiencies and bottlenecks, but the question remains: does it truly deliver superior value compared to its competitors? Evaluating its effectiveness requires assessing scalability, ease of integration, and the depth of automation capabilities, all of which determine how well process mining translates into real business impact. In today's episode, we invited a panel of industry experts for a live discussion on LinkedIn to conduct an independent review of Celonis’ capabilities. We covered many grounds, including where Celonis might be a fit in the enterprise architecture and where it might be overused. Finally, they analyze many data points to help understand the core strengths and weaknesses of Celonis. Background Soundtrack: Away From You – Mauro Somm For more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com . To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.…

WBSRocks: Business Growth with Enterprise Software and Digital Transformation

1
WBSP688: Grow Your Business by Learning SAP S/4 HANA Best Practices for High Volume Industries w/ Steele Arbeeny 1:02:06

לפני 10 weeks1:02:06

1:02:06

Send us a text Ensuring near-zero downtime for Fortune 100 companies handling millions of transactions requires a strategic approach that blends high-availability architectures, real-time failover mechanisms, and robust disaster recovery planning. Navigating the intricate ecosystem of SAP S/4HANA—where interconnected systems drive mission-critical operations—demands a deep understanding of integration patterns, middleware, and cloud optimizations. While SAP S/4HANA offers powerful in-memory computing and streamlined processes, its ability to support high-volume environments often hinges on complementary solutions like hyperscaler infrastructure, advanced caching mechanisms, and custom performance tuning. Successfully migrating ECC workloads to S/4HANA means addressing these complexities head-on, ensuring that scalability, resilience, and minimal disruption remain at the core of the transition strategy. In this episode, Sam Gupta engages in a LinkedIn live session with Steele Arbeeny, with SNP, to provide insights into SAP S/4 HANA best practices for high-volume industries. Background Soundtrack: Away From You – Mauro Somm For more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs.rocks or elevatiq.com . To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.…

WBSRocks: Business Growth with Enterprise Software and Digital Transformation

1
WBSP687: Grow Your Business by Learning the Top 10 ERP Systems for Startups in 2025 w/ Sam Gupta 32:50

לפני 10 weeks32:50

32:50

Send us a text When selecting an ERP system, startups must balance affordability and ease of implementation. With lean teams and revenue typically under $10 million, these businesses require solutions that allow basic transaction processing without complex implementation layers. Unlike larger enterprises, startups can initially function with more isolated systems, reducing the urgency for deep integrations. However, as they grow, the ability to consolidate becomes crucial. The best ERP solutions for startups provide leaner layers of data and process models, sometimes at the expense of scalability. By prioritizing systems with strong market traction, investor backing, and a clear technology roadmap, startups can make informed choices that support both their current operations and long-term success. In this episode, our host Sam Gupta discusses the top 10 ERP Systems for Startups in 2025. He also discusses several variables that influence the rankings of these Startup ERP Systems. Finally, he shares the pros and cons of each Startup ERP System. Background Soundtrack: Away From You – Mauro Somm For more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com . To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.…

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WBSP674: Grow Your Business by Understanding Zoho CRM’s Capabilities, an Objective Panel Discussion