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HCM solutions are uniquely characterized by the critical importance of localization, especially when managing the complexities of various tax codes and compliance requirements. These systems have evolved beyond basic technical tools into comprehensive managed services providers, offering support that goes far beyond software. This is a key distinction between mid-market HCM solutions and enterprise-grade offerings. While enterprise systems offer greater flexibility and more intricate layers to meet diverse organizational needs, they often rely on external partners for specialized expertise and compliance management, ensuring companies remain aligned with local regulations and tax obligations.

In today's episode, we invited a panel of industry experts for a live discussion on LinkedIn to conduct an independent review of UKG Pro’s capabilities. We covered many grounds, including where UKG Pro 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 UKG Pro.

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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As organizations grow beyond the mid-market segment, typically surpassing 5,000 employees and approaching $1 billion in revenue, their CRM needs evolve dramatically. At this scale, a CRM system must handle more extensive workflows, complex team structures, and a higher volume of transactional processes. CRMs designed for smaller companies may fall short, either by complicating workflows or lacking essential capabilities. For large enterprises, a CRM must support a wide range of customer experience touchpoints—websites, email, SMS, and community-based interactions—while integrating field service, call centers, and service-centric workflows to ensure omnichannel visibility. Eliminating data silos and enabling seamless data collection becomes critical for strategic sales operations and territory planning. Advanced features like AI-driven tools are essential to manage large volumes of data, streamline territory management, and scale operations efficiently. Ultimately, selecting the right CRM is crucial for ensuring the organization can handle the complexity and scale of its customer-facing operations.

In this episode, our host, Sam Gupta, discusses the top 10 Large Company 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.

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Mid-sized companies, typically with 100 to 5,000 employees and revenue between $100 million and $1 billion, face unique challenges in their CRM needs as they grow. Unlike startups and small businesses, they require more robust, customizable CRM systems to support complex customer-facing workflows and consolidate touchpoints across various channels like call centers and marketing automation. While these systems don't generally integrate back-end operations such as accounting or supply chain management, which would require an ERP system, they are crucial for formalizing sales processes like territory planning and sales compensation. Additionally, industries that rely on channel relationships may need to manage processes like Business Development Funds (BDF) and Marketing Development Funds (MDF) through the CRM, even if full automation remains cost-prohibitive. Security also becomes a higher priority, ensuring that access to sensitive information is properly managed and that the system aligns with the company's growing sophistication.

In this episode, our host, Sam Gupta, discusses the top 10 mid-sized 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.