• WBSP640: Grow Your Business by Understanding UKG Pro’s Capabilities, an Objective Panel Discussion
    Nov 6 2024

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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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    55 mins
  • WBSP639: Grow Your Business by Learning the Top 10 Large Company CRMs In 2024 w/ Sam Gupta
    Nov 5 2024

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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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    31 mins
  • WBSP638: Grow Your Business by Learning the Top 10 Mid-Sized CRMs in 2024 w/ Sam Gupta
    Nov 4 2024

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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.

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    41 mins
  • WBSP637: Grow Your Business by Understanding Oracle Cloud HCM’s Capabilities, an Objective Panel Discussion
    Oct 21 2024

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    In service-oriented industries, human capital management processes often take precedence over those centered on products, acknowledging the paramount importance of people as assets. While Oracle HCM once dominated the HCM market, the emergence of Workday posed a formidable challenge in the industry. Despite this, Oracle HCM maintains a substantial market share and continues to be a robust competitor for both Workday and SuccessFactors, especially among clients who rely on Oracle for their ERP 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 Cloud HCM’s capabilities. We covered many grounds including where Oracle Cloud 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 Oracle Cloud HCM.

    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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    58 mins
  • WBSP636: Grow Your Business by Learning the Top 10 CRMs for Small Business in 2024 w/ Sam Gupta
    Oct 16 2024

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    In 2024, the top 10 CRMs for small businesses are set to redefine how these enterprises manage their customer relationships. These CRMs offer comprehensive features tailored specifically to the needs of small businesses, empowering them to streamline lead management, automate marketing campaigns, and enhance customer engagement. With user-friendly interfaces and customizable functionalities, these top CRMs are essential tools for small businesses looking to optimize their sales processes, improve customer satisfaction, and drive growth. Evaluated based on criteria such as affordability, scalability, integration capabilities, and customer support, these top 10 CRMs are poised to help small businesses thrive in today's competitive landscape.

    In this episode, our host Sam Gupta discusses the top 10 CRMs for small business 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.

    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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    31 mins
  • WBSP635: Grow Your Business by Learning the Top 10 CRMs for Startups in 2024 w/ Sam Gupta
    Oct 15 2024

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    The top 10 CRM solutions tailored for startups in 2024 are poised to revolutionize how emerging businesses manage their customer relationships. These CRMs offer streamlined features and intuitive interfaces designed to meet the unique needs of startups, empowering them to efficiently track leads, nurture relationships, and drive growth. Evaluated based on criteria such as user-friendliness, scalability, affordability, and integration capabilities, these top 10 CRMs are essential tools for startups looking to establish and strengthen their foothold in the market.

    In this episode, our host, Sam Gupta, discusses the top 10 CRMs for startups 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.

    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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    34 mins
  • WBSP634: Grow Your Business by Learning the Importance of AI-led Autonomous Sourcing w/ Seth Catalli
    Oct 14 2024

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    Sourcing, much like recruiting, was traditionally viewed as a labor of love. While other functions in procurement benefited from predictive workflows and access to various technologies, sourcing remained uniquely challenging due to the diversity of processes across companies. This diversity underscores the potency of AI in optimizing the sourcing function. If you're interested in discovering how AI can enhance your sourcing efforts, you've landed in the right spot.

    In this episode, Sam Gupta engages in a LinkedIn live session with Seth Catalli, Chief Revenue Officer at Globality, providing a comprehensive exploration of recent case studies and invaluable lessons for procurement teams to glean.

    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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    1 hr
  • WBSP633: Grow Your Business by Learning the Top 10 EAM Systems in 2024 w/ Sam Gupta
    Oct 9 2024

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    EAM systems play a vital role in helping organizations effectively manage their assets throughout their lifecycle. These systems encompass a wide range of functionalities, including asset tracking, maintenance scheduling, work order management, and inventory control. The leading EAM systems offer advanced features such as predictive maintenance analytics, IoT integration, and mobile accessibility, enabling businesses to optimize asset performance, reduce downtime, and extend asset lifespan. Evaluated based on criteria such as market share, innovation, scalability, and customer satisfaction, these top 10 EAM systems are essential tools for organizations across industries to ensure the efficient operation of their assets and facilities.

    In this episode, our host, Sam Gupta, discusses the top 10 EAM systems in 2024. He also discusses several variables that influence the rankings of EAM systems. Finally, he shares the pros and cons of each EAM systems.

    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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    29 mins