WBSRocks: Business Growth with Enterprise Software and Digital Transformation-logo

WBSRocks: Business Growth with Enterprise Software and Digital Transformation

Business & Economics Podcasts

WBSRocks podcast features in-depth conversations on customer experience, digital transformation, supply chain, eCommerce, industry 4.0, and enterprise software categories such as CRM, ERP, or analytics suites. The purpose of the show is to help CFOs, COOs, CEOs, and business owners with their daily commercial, operational, or financial challenges by taking a deep dive into business cases and processes, technology strategy and architecture, transformation initiatives, and business models. The show also offers an independent analysis of technology trends, various enterprise software vendors and solutions, and their mergers and acquisitions. Subscribe today to stay on top of digital transformation trends!

Location:

United States

Description:

WBSRocks podcast features in-depth conversations on customer experience, digital transformation, supply chain, eCommerce, industry 4.0, and enterprise software categories such as CRM, ERP, or analytics suites. The purpose of the show is to help CFOs, COOs, CEOs, and business owners with their daily commercial, operational, or financial challenges by taking a deep dive into business cases and processes, technology strategy and architecture, transformation initiatives, and business models. The show also offers an independent analysis of technology trends, various enterprise software vendors and solutions, and their mergers and acquisitions. Subscribe today to stay on top of digital transformation trends!

Language:

English


Episodes
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WBSP664: Grow Your Business by Understanding Logility’s Capabilities, an Objective Panel Discussion

1/7/2025
Send us a text Constraints-based supply chain planning is already a complex undertaking, and the addition of retail-specific challenges, such as matrix inventory, adds another layer of difficulty. Logility stands out in this space thanks to its patented capabilities designed specifically for handling complex product types. Compared to other supply chain suite solutions, Logility shines with its robust planning tools that effectively address both traditional supply chain constraints and the unique demands of the retail sector. Its platform focuses on optimizing inventory levels, improving forecast accuracy, and driving overall supply chain efficiency. This raises the question: how does Logility’s specialized approach stack up against other leading supply chain suites in delivering value and addressing industry-specific challenges? In today's episode, we invited a panel of industry experts for a live discussion on LinkedIn to conduct an independent review of Logility’s capabilities. We covered many grounds, including where Logility 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 Logility. 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.

Duration:00:57:45

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WBSP663: Grow Your Business by Learning the Top 10 HCM Systems in 2025 w/ Sam Gupta

1/6/2025
Send us a text If you’re exploring options for an HCM or HRIS suite, navigating the crowded market can be daunting. This guide narrows the focus to best-of-breed HCM suites—standalone systems with independent data models and operational capabilities, separate from ERP-embedded HR modules. These robust solutions are purpose-built to handle a broad spectrum of HR functions, extending well beyond payroll and financials. From recruiting and benefits management to learning management, compliance, and document exchange, these suites offer tools to streamline and enhance nearly every aspect of human resource operations. In fact, some HCM systems rival ERP or CRM platforms in complexity and scope, reflecting the critical and multifaceted role HR plays in organizational success. In this episode, our host, Sam Gupta, discusses the top 10 HCM software in 2025. He also discusses several variables that influence the rankings of these HCM software. Finally, he shares the pros and cons of each HCM software. 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.

Duration:00:39:58

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WBSP662: Grow Your Business by Understanding SAP IBP’s Capabilities, an Objective Panel Discussion

1/1/2025
Send us a text Many ERP vendors, including SAP, have incorporated S&OP capabilities into their platforms, but questions remain about how SAP IBP compares to other leading S&OP or connected planning solutions. While modern planning platforms often tout Excel-like interfaces and connectivity, ERP-integrated tools frequently fall short of delivering the same level of seamlessness and usability. Additionally, the planning capabilities offered by major ERP vendors, such as global planning layers and gating factors, are often designed with large enterprises in mind, making them less relevant or overly complex for smaller companies. This raises an important consideration: how does SAP IBP measure up against specialized supply chain suites in terms of advanced features, usability, and suitability for diverse business needs? In today's episode, we invited a panel of industry experts for a live discussion on LinkedIn to conduct an independent review of SAP IBP’s capabilities. We covered many grounds, including where SAP IBP 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 SAP IBP. 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.

Duration:00:56:26

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WBSP661: Grow Your Business by Understanding Oracle Demantra’s Capabilities, an Objective Panel Discussion

12/31/2024
Send us a text S&OP systems have evolved dramatically in recent years, paralleling advancements seen across other enterprise software categories. Modern S&OP solutions are now cloud-native, offering far more than traditional demand forecasting capabilities. These robust, enterprise-grade platforms often include advanced features like trade promotion planning and settlements, addressing the needs of the entire value chain. A notable example is Oracle Demantra, which once stood out for its extensive library of demand forecasting algorithms but has since been integrated into the Oracle Demand Management Cloud solution. Yet, its position among other leading enterprise-grade options, such as e2open or Blue Yonder, continues to spark discussion as businesses weigh their strengths in functionality, scalability, and overall fit for diverse operational requirements. In today's episode, we invited a panel of industry experts for a live discussion on LinkedIn to conduct an independent review of Oracle Demantra’s capabilities. We covered many grounds, including where Oracle Demantra 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 Oracle Demantra. 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.

Duration:00:54:06

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WBSP660: Grow Your Business by Learning the Top 10 ERP Systems in 2025 w/ Sam Gupta

12/30/2024
Send us a text If you’re considering ERP systems or want to discover the top ERP solutions for 2025, this guide offers valuable insights into the standout options currently shaping the market. Rather than focusing on vendor popularity or market dominance, the emphasis here is on individual ERP systems, analyzing their unique features, scalability, and suitability for various industries and business models. You might notice some familiar names missing from this list, as the approach prioritizes functionality and adaptability over sheer market presence. For businesses operating in specialized sectors, such as manufacturing or niche markets like plastic extrusion, exploring tailored lists can provide more targeted recommendations. However, even with these lists, it’s crucial to dive deeper into how well an ERP aligns with your specific business needs to ensure a successful implementation. In this episode, our host, Sam Gupta, discusses the top 10 ERP Systems in 2025. He also discusses several variables that influence the rankings of these ERP systems. Finally, he shares the pros and cons of each 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.

Duration:00:51:44

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WBSP659: Grow Your Business by Understanding Relex Solutions’ Capabilities, an Objective Panel Discussion

12/25/2024
Send us a text The supply chain planning market is filled with platforms that may appear similar on the surface but are often highly specialized in addressing distinct industry needs. While manufacturing planning is frequently perceived as more intricate due to its detailed production workflows and dependencies, retail planning presents its own set of complexities. Retail demands a platform that can handle massive volumes, seasonal variations, and diverse product categories with precision. Relex Solutions has gained attention for its strengths in retail planning, particularly in demand forecasting, inventory optimization, and category management. However, when compared to other solutions, their suitability ultimately depends on how well they align with an organization's specific operational challenges and strategic priorities. Understanding where Relex stands in terms of scalability, flexibility, and industry focus is essential for evaluating its competitiveness against other market options. In today's episode, we invited a panel of industry experts for a live discussion on LinkedIn to conduct an independent review of Relex Solutions’s capabilities. We covered many grounds, including where Relex Solutions 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 Relex Solutions. 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.

Duration:00:55:07

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WBSP658: Grow Your Business by Understanding Zoho HCM’s Capabilities, an Objective Panel Discussion

12/24/2024
Send us a text Zoho HCM has carved out a unique position in the HCM market by offering exceptional functionality paired with an unbeatable price point, starting as low as $1 per user per month. This value proposition makes it an attractive choice, particularly for small to medium-sized businesses seeking robust capabilities without the hefty price tag of traditional enterprise solutions. However, Zoho HCM isn’t without its limitations. While its suite of apps is comprehensive, the lack of seamless integration and unified data models across its ecosystem can pose challenges for organizations seeking a more cohesive solution. That said, HCM systems often prioritize user-friendly design and practical functionality over the tight data traceability demanded by ERP systems, which may explain Zoho HCM's rising popularity. In today's episode, we invited a panel of industry experts for a live discussion on LinkedIn to conduct an independent review of Zoho HCM’s capabilities. We covered many grounds including where Zoho HCM 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 Zoho HCM. 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.

Duration:00:55:54

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WBSP657: Grow Your Business by Learning the Top 10 ERP Vendors in 2025 w/ Sam Gupta

12/23/2024
Send us a text The ERP industry thrives on continuous innovation and rapid evolution, making it one of the most dynamic sectors in enterprise technology. As organizations face growing complexities in managing operations, supply chains, and data, understanding the key players in the ERP landscape becomes increasingly vital. These industry leaders are not only shaping the future of business technology but also driving trends that redefine how enterprises operate. Keeping track of these changes ensures that businesses remain competitive, leveraging the best solutions to streamline processes and achieve their strategic goals. In such a fast-paced environment, staying informed is not just an advantage—it's a necessity. In this episode, our host Sam Gupta discusses the top 10 ERP vendors in 2025. He also discusses several variables that influence the rankings of these ERP systems. Finally, he shares the pros and cons of each 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.

Duration:01:03:18

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WBSP656: Grow Your Business by Understanding Infor WFM’s Capabilities, an Objective Panel Discussion

12/18/2024
Send us a text The landscape of Human Capital Management (HCM) solutions is diverse, and while many offerings may appear similar at first glance, their capabilities can vary significantly, particularly in Workforce Management (WFM). Industries often face unique HCM challenges, with compliance and scheduling standing out as critical yet complex needs. Traditional WFM leaders, such as Dayforce, have expanded into full-fledged HCM platforms, leveraging acquisitions to enhance their offerings. Meanwhile, Infor differentiates itself by seamlessly integrating HCM into its ERP ecosystem, providing organizations with a unified and comprehensive suite that aligns workforce management with broader enterprise operations. In today's episode, we invited a panel of industry experts for a live discussion on LinkedIn to conduct an independent review of Infor WFM’s capabilities. We covered many grounds, including where Infor WFM 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 Infor WFM. 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.

Duration:00:53:43

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WBSP655: Grow Your Business by Understanding BambooHR’s Capabilities, an Objective Panel Discussion

12/17/2024
Send us a text Modern cloud-native HR solutions tailored for the SMB market have garnered widespread enthusiasm due to their accessibility, cost-effectiveness, and ease of use. They are often positioned as superior alternatives to legacy systems, especially for smaller businesses seeking streamlined implementation with minimal investment in consulting and change management. However, their initial appeal can wane as business needs evolve. Growing organizations may face challenges with scalability, workflow security, and data integrity, exposing the limitations of these solutions. As a result, while cloud-native tools are an excellent fit for SMBs with limited resources, mid-to-large businesses must carefully evaluate their long-term suitability to ensure these solutions can support their expanding operational demands. In today's episode, we invited a panel of industry experts for a live discussion on LinkedIn to conduct an independent review of BambooHR’s capabilities. We covered many grounds, including where BambooHR 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 BambooHR. 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.

Duration:01:11:05

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WBSP654: Grow Your Business by Learning the Top 15 Digital Transformation Trends In 2025 w/ Sam Gupta

12/16/2024
Send us a text The year 2025 is set to be a pivotal moment for digital transformation, with businesses, software vendors, and professionals alike navigating a rapidly evolving landscape shaped by global shifts. For organizations reimagining their enterprise architecture or investing in cutting-edge software solutions, staying ahead of market trends will be essential to drive strategic growth and innovation. Enterprise software vendors, especially product teams, must leverage these insights to craft future-proof roadmaps that align with shifting demands and technological advancements. Additionally, executives and consultants will need to stay agile, reassessing their career trajectories and adapting to changes in product strategies that influence their roles. In this episode, our host, Sam Gupta, discusses top 15 digital transformation trends in 2025. He also discusses several factors that drive these trends and their implications on the enterprise software industry as well as their consumers. Finally, he shares how executives can plan their careers using these trends. 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.

Duration:00:34:33

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WBSP653: Grow Your Business by Learning the Top 10 Public Sector CRMs In 2024 w/ Sam Gupta

12/9/2024
Send us a text Public sector organizations possess unique CRM requirements that differentiate them from private sector businesses. This category includes municipalities, cities, and federal agencies that manage a wide range of services and citizen interactions, necessitating specialized capabilities. A critical aspect of public sector CRMs is the management of citizen experiences, which extends beyond conventional customer service functionalities. These systems must accommodate various customer personas, oversee complex workflows, and provide a comprehensive, 360-degree view of citizen interactions across multiple channels. In this video, we will explore the top 10 public sector CRMs for 2024, highlighting platforms that cater specifically to the needs of government and public service organizations. In this episode, our host, Sam Gupta, discusses the top Public Sector CRMs in 2024. He also discusses several variables that influence the rankings of these CRM systems. Finally, he shares the pros and cons of each CRM 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.

Duration:00:23:18

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WBSP652: Grow Your Business by Understanding ADP Vantage HCM’s Capabilities, an Objective Panel Discussion

12/4/2024
Send us a text ADP has established itself as a leading choice for payroll solutions, even among organizations that employ other HCM platforms such as Workday, SuccessFactors, or Oracle HCM. While ADP has broadened its offerings to encompass a range of HCM capabilities through its ADP Vantage HCM solution, aiming to compete with players like Ceridian and Workday, users often report an inconsistent experience. This inconsistency can manifest in various areas, including communication challenges, process inefficiencies, and issues with data integrity. Despite these hurdles, many companies remain loyal to ADP, primarily because of its comprehensive managed services available globally, which are vital for navigating the complexities of international tax regulations. In today's episode, we invited a panel of industry experts for a live discussion on LinkedIn to conduct an independent review of ADP Vantage HCM’s capabilities. We covered many grounds, including where ADP Vantage HCM 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 ADP Vantage HCM. 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.

Duration:00:54:59

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WBSP651: Grow Your Business by Learning the Top 10 Higher Education CRMs In 2024 w/ Sam Gupta

12/3/2024
Send us a text Higher education institutions have unique CRM needs that go well beyond the requirements seen in K-12 settings. In higher ed, CRM systems must handle not only student recruitment but also complex alumni relations, faculty engagement, and a wide array of student services. Colleges and universities engage with a diverse set of stakeholders, including prospective and current students, alumni, donors, and staff, necessitating a CRM that is both versatile and scalable to support long-term engagement strategies. In this video, we’ll review the top 10 CRMs for higher education in 2024, showcasing platforms specifically designed to meet the needs of universities and colleges. In this episode, our host, Sam Gupta, discusses the top Higher Education CRMs in 2024. He also discusses several variables that influence the rankings of these CRM systems. Finally, he shares the pros and cons of each CRM 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.

Duration:00:25:57

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WBSP650: Grow Your Business by Learning the Top 10 K-12 Education CRMs In 2024 w/ Sam Gupta

12/2/2024
Send us a text Educational institutions, particularly K-12 schools, have distinct requirements for CRM systems that go far beyond the functions typically seen in business or even higher education. K-12 schools must engage with a broad spectrum of stakeholders, not only managing current students and their families but also interacting with prospective students, alumni, and faculty. This requires a CRM capable of supporting recruitment, admissions, alumni relations, and teacher engagement. Given the diversity in K-12 institutions, from small, single schools to large districts, an adaptable and customizable CRM is essential to meet these varying needs. In this episode, our host, Sam Gupta, discusses the top 10 K-12 Education CRMs in 2024. He also discusses several variables that influence the rankings of these CRM systems. Finally, he shares the pros and cons of each CRM systems. 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.

Duration:00:31:34

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WBSP649: Grow Your Business by Learning CDP Trends and Why They Matter for Brands w/ Cary Lawrence

11/27/2024
Send us a text Navigating consumer-centric industries poses a distinctive challenge as privacy laws limit access to the detailed customer information needed to predict preferences accurately. This creates a classic chicken-and-egg dilemma: consumers crave personalized experiences, but regulations restrict the data required to provide them. Despite this, brands must find innovative ways to engage. Identifying and prioritizing high-value customers becomes crucial, demanding precisely tailored journeys that meet their expectations. Achieving this balance requires a blend of creativity and accuracy to deliver meaningful experiences within privacy boundaries. In this environment, success depends on the ability to derive actionable insights while remaining compliant with regulatory standards, ensuring both customer satisfaction and adherence to privacy laws. In this episode, Sam Gupta engages in a LinkedIn live session with Cary Lawrence, CEO at Decile, to provide insights into CDP trends and why they matter for brands. 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.

Duration:00:42:36

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WBSP648: Grow Your Business by Learning the Top 10 CRMs for Innovation Districts In 2024 w/ Sam Gupta

11/26/2024
Send us a text Innovation districts have distinct operational needs that set them apart from conventional business environments. These collaborative spaces are formed through partnerships among cities, universities, and research organizations to create an ecosystem that fosters innovation. Typically funded through a combination of donor contributions and government or academic support, innovation districts bring together elements of nonprofit management, real estate development, and tech advancement, resulting in a unique and complex environment to manage. While some of their processes resemble city governance, innovation districts operate with a streamlined focus on promoting cutting-edge research and entrepreneurship. They host a diverse mix of tenants—ranging from tech startups to biotech firms and educational institutions—each with unique requirements and challenges. In this episode, our host, Sam Gupta, discusses the top 10 CRMs for Innovation Districts in 2024. He also discusses several variables that influence the rankings of these CRM systems. Finally, he shares the pros and cons of each CRM 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.

Duration:00:27:41

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WBSP647: Grow Your Business by Learning the Top 10 Large Non-Profit CRMs In 2024 w/ Sam Gupta

11/25/2024
Send us a text When evaluating the CRM needs of larger not-for-profit organizations, it's essential to recognize that their requirements are far more complex than those of smaller entities. These large-scale organizations, often with over 1,000 employees, manage vast numbers of transactions and interactions, demanding CRM systems that are not only scalable but also capable of handling high data loads. A robust CRM for this sector must support seamless integration with other platforms, such as ERP systems, to facilitate smooth operations and data flow across departments. The intricacies of managing donors and fulfilling grant reporting requirements add to this complexity, as funders frequently have specific reporting milestones and restrictions that must be accurately tracked and met. In this episode, our host, Sam Gupta, discusses the top 10 Large Non-Profit CRMs in 2024. He also discusses several variables that influence the rankings of these CRM systems. Finally, he shares the pros and cons of each CRM 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.

Duration:00:35:32

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WBSP646: Grow Your Business by Understanding Dayforce’s Capabilities, an Objective Panel Discussion

11/20/2024
Send us a text In the ERP field, acquiring companies don’t always offer the same advantages as they do within HCM. ERP systems demand tightly integrated data models, making it difficult to seamlessly incorporate acquired products without extensive reconfiguration. In contrast, HCM systems are less constrained by this requirement, allowing acquired components to function independently within the broader system. Ceridian serves as a notable example, evolving from a WFM solution to a full-fledged HCM suite that now spans multiple countries and regions. With this context in mind, how well does Ceridian Dayforce HCM perform in terms of its capabilities, and how does it compare with other leading HCM solutions 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 Dayforce’s capabilities. We covered many grounds, including where Dayforce might be a a fit in the enterprise architecture and where it might be overused. Finally, they analyze many data points to help understand Dayforce's core strengths and weaknesses. 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.

Duration:00:56:56

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WBSP645: Grow Your Business by Learning the Top 10 Mid-Sized Non-Profit CRMs In 2024 w/ Sam Gupta

11/19/2024
Send us a text In this video, we dive into the top 10 CRM systems for mid-sized not-for-profit organizations in 2024, tailored to meet the unique demands of this sector. Typically ranging from 100 to 1,000 employees, mid-sized not-for-profits manage numerous customer-centric touchpoints across email, websites, call centers, and field services. Unlike smaller entities that may rely on simpler CRM solutions, mid-sized organizations handle more substantial donors and complex operational frameworks, necessitating advanced CRM features like enhanced security, hierarchical workflows, and robust data management. Despite these needs, they often operate within budget and IT resource constraints, making it essential to select CRMs with pre-built functionality rather than fully customized setups. In this episode, our host, Sam Gupta, discusses the top 10 Mid-Sized Non-Profit CRMs in 2024. He also discusses several variables that influence the rankings of these CRM systems. Finally, he shares the pros and cons of each CRM 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.

Duration:00:27:54