Podcasts about Salesforce

Manvir Sandhu is the Founder and Chief Innovation Officer at Zennify, a Salesforce consulting firm that helps financial services organizations drive digital transformation across platforms like Salesforce, Databricks, and AI. Under his leadership, Zennify has become a trusted advisor to CIOs and C-suite executives, earned Platinum-level Salesforce partner status and scaled to over 150 employees, serving clients ranging from regional banks to large enterprises.  Known for leading innovative initiatives, Manvir helped spearhead a vaccine supply chain solution in Haiti with UNICEF and the Clinton Foundation, which was presented at Salesforce Dreamforce. He brings a strong focus on AI, agile transformation, and change management to regulated industries. In this episode… Digital transformation is reshaping entire industries, yet organizations in highly regulated sectors often struggle to choose the right tools and execute change effectively. As AI, data platforms, and compliance requirements evolve at breakneck speed, innovation can stall under the weight of risk and resistance. How are today's leaders pushing past these barriers to create secure, lasting transformation? For Manvir Sandhu, a digital transformation and AI innovation leader, lasting impact comes from pairing deep industry understanding with a practical, iterative mindset. He traces this philosophy back to his early work in healthcare, where his team reimagined post-disaster vaccine management in Haiti by combining Salesforce and IoT to enable real-time tracking and alerts — an approach that later became a model for broader adoption. Building on those lessons, Manvir pivoted to financial services, using focused proof-of-concept projects to earn trust, modernize legacy systems, and deliver a true 360-degree customer view. His experience demonstrates how thoughtfully applied AI can move far beyond basic automation to drive meaningful operational and customer impact. In this episode of the Inspired Insider Podcast, Dr. Jeremy Weisz sits down with Manvir Sandhu, Founder and Chief Innovation Officer of Zennify, to explore data-driven transformation in highly regulated industries. They discuss proof-of-concept strategies, agile change management, and practical AI use cases across healthcare and financial services. Manvir also shares insights on empowering early adopters, navigating growth, and maintaining culture through leadership transitions.

In this episode, I sit down with Matt Marcotte — a seasoned retail and customer experience leader who has shaped some of the world's most iconic brands. We explore what it really takes to build, scale, and transform organizations through culture, leadership, and a relentless focus on the customer. Matt shares insights from decades of navigating high-pressure environments, leading teams through disruption, and finding clarity in complexity. Throughout our conversation, we dig into the mindset shifts leaders must make to succeed today, why experience is becoming a non-negotiable differentiator, and how the best organizations create consistency without stifling creativity. We also get personal: Matt opens up about his own evolution as a leader, where he's gotten it wrong, and what he's learned along the way. If you're looking to elevate your leadership, rethink how you serve your customers, or simply hear a refreshingly honest perspective from someone who's been in the trenches — this episode is for you. Book Description  Built on Belief: Why Cultures of Commitment Are the Competitive Advantage What drives truly successful organizations? It is not just products, processes, or profits—it is belief. In Built on Belief, leadership advisor Matt Marcotte reminds us that people are a brand's greatest asset. When leaders and teams align around a shared belief, commitment naturally follows—and commitment always outperforms compliance. This book is for leaders who want to inspire collaboration instead of control, employees who thrive in connection, and customers who stay loyal because of meaningful experiences. Marcotte doesn't offer empty corporate jargon or quick-fix trends. Instead, he distills three decades of leadership lessons into practical, human-centered strategies, including: How to clarify and codify the beliefs that define your brand How to shift from box-checking compliance to genuine commitment How to inspire people with a shared North Star If you want to lead a culture that begins in the heart, aligns the head, and moves through the hands of every person in your organization, Built on Belief is your guide. Author Biography  Matt Marcotte is the founder of M2 Collaborative, a leadership coaching and brand strategy consultancy. Over more than 30 years in the C-suite, Matt has helped build, scale, and reinvent some of the most iconic brands in the world, including Apple, Gap, Tory Burch, Bergdorf Goodman, and Salesforce. He teaches MBA students at Boston College—his alma mater—on the power of brand and consumer relationships. A Columbia University–trained coach, Matt has been recognized as one of RETHINK Retail's 100 Most Influential People and a Thinkers360 Top 100 Thought Leader. Matt brings both wisdom and warmth to his work, balancing strategic insight with an unwavering belief in people. He lives in Boston with his husband and their dog. Connect with Matt on LinkedIn    

Send us a textA mix of product launches, acquisitions, funding rounds, and legal developments illustrates how enterprise software vendors are simultaneously accelerating innovation while navigating increasing market and regulatory complexity. Salesforce's updates to Marketing Cloud Next and Agentforce 3, alongside new capabilities from Cordial and SAP, point to a continued push toward AI-driven engagement, automation, and cloud-native commerce experiences. Strategic acquisitions by Accenture and SYSPRO reinforce the importance of deep industry and manufacturing expertise embedded within digital transformation platforms, while Unit4's ERPx release on Azure and Campfire's Series A funding highlight momentum behind modern, AI-first ERP architectures. At the same time, antitrust scrutiny involving SAP and investor investigations such as the Lamb Weston case underscore the growing governance, compliance, and risk considerations shaping the enterprise technology landscape. Collectively, these developments reflect a market evolving on multiple fronts—technological, structural, and regulatory—at the same time.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.Video: https://www.youtube.com/watch?v=Jj8yp0QFWSoQuestions for Panelists?

Daniel and Shawn take a deep dive into Chapters Group — one of Europe's most rapidly evolving serial acquirers of mission-critical software and services. They explore where the group's growth is coming from, how the company allocates capital, and whether Chapters Group's valuation is justifiable. IN THIS EPISODE, YOU'LL LEARN: 00:00:00 – Intro 00:06:56 – How Chapters Group was founded 00:09:20 – Why elite investors invest in it 00:14:09 – How their playbook for M&A works 00:20:55 – About the major long-term tailwinds behind their businesses 00:35:28 – How M&A is financed 00:46:14 – Why dilution is justified at this stage 00:50:39 – How the financials look 01:05:26 – Whether Shawn and Daniel add CHG to the portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sign up for the waitlist(!)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Sign up for ⁠The Intrinsic Value Newsletter.⁠ Joys of Compounding interview with CEO Jan Mohr. Chapters Group Half-Year Presentation 2025. TIVP Episode on TransDigm. Tresor Capital Research Article. CEO Mohr presenting at the Redeye Serial Acquirer Conference. William Thorndike's book: The Outsiders. Explore our previous Intrinsic Value breakdowns: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Transdigm⁠, ⁠Salesforce,⁠ ⁠Berkshire Hathaway,⁠ ⁠FICO⁠, ⁠PayPal⁠, ⁠Uber,⁠ ⁠Nike,⁠ ⁠Amazon⁠, ⁠Airbnb,⁠ ⁠Alphabet.⁠ Related ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠books⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ mentioned in the podcast. Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try Shawn's favorite tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ SPONSORS Support our free podcast by supporting our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠sponsors⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Public.com⁠⁠⁠ - See the full disclaimer ⁠⁠⁠here⁠⁠⁠. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Welcome back to the Ultimate Guide to Partnering® Podcast. AI agents are your next customers. Subscribe to our Newsletter: https://theultimatepartner.com/ebook-subscribe/ Check Out UPX:https://theultimatepartner.com/experience/ https://youtu.be/vEdq8rpBM3I In this data-rich keynote, Jay McBain deconstructs the tectonic shifts reshaping the $5.3 trillion global technology industry, arguing that we are entering a new 20-year cycle where traditional direct sales models are obsolete. McBain explains why 96% of the industry is now surrounded by partners and how successful companies must pivot from “flywheels and theory” to a granular strategy focused on the seven specific partners present in every deal. From the explosion of agentic AI and the $163 billion marketplace revolution to the specific mechanics of multiplier economics, this discussion provides a roadmap for navigating the “decade of the ecosystem” where influence, trust, and integration—not just product—determine winners and losers. Key Takeaways Half of today's Fortune 500 companies will likely vanish in the next 20 years due to the shift toward AI and ecosystem-led models. Every B2B deal now involves an average of seven trusted partners who influence the decision before a vendor even knows a deal exists. Microsoft has outpaced AWS growth for 26 consecutive quarters largely because of a superior partner-led geographic strategy. Marketplaces are projected to grow to $163 billion by 2030, with nearly 60% of deals involving partner funding or private offers. The “Multiplier Effect” is the new ROI, where partners can make up to $8.45 for every dollar of vendor product sold. Future dominance relies on five key pillars: Platform, Service Partnerships, Channel Partnerships, Alliances, and Go-to-Market orchestration. If you're ready to lead through change, elevate your business, and achieve extraordinary outcomes through the power of partnership—this is your community. At Ultimate Partner® we want leaders like you to join us in the Ultimate Partner Experience – where transformation begins. Keywords: Jay McBain, Canalys, partner ecosystem, channel chief, agentic AI, marketplace growth, multiplier economics, B2B sales trends, tech industry forecast, service partnerships, strategic alliances, Microsoft vs AWS, distribution transformation, managed services growth, SaaS platforms, customer journey mapping, 28 moments of truth, future of reselling, technology spending 2025, ecosystem orchestration, partner multipliers. T Transcript: Jay McBain WORKFILE FOR TRANSCRIPT [00:00:00] Vince Menzione: Just up from, did you Puerto Rico last night? Puerto Rico, yes. Puerto Rico. He dodged the hurricane. Um, you all know him. Uh, let him introduce himself for those of you who don’t, but just thrilled to have on the stage, again, somebody who knows more about what’s going on in, in the, and has the pulse on this industry probably than just about anybody I know personally. [00:00:21] Vince Menzione: J Jay McBain. Jay, great to see you my friend. Alright, thank you. We have to come all the way. We live, we live uh, about 20 minutes from each other. We have to come all the way to Reston, Virginia to see each other, right? That’s right. Very good. Well, uh, that’s all over to you, sir. Thank you. [00:00:35] Jay McBain: Alright, well thank you so much. [00:00:36] Jay McBain: I went from 85 degrees yesterday to 45 today, but I was able to dodge that, uh, that hurricane, uh, that we kind of had to fly through the northern edge of, uh, wanna talk today about our industry, about the ultimate partner. I’m gonna try to frame up the ultimate partner as I walk through the data and the latest research that, uh, that we’ve been doing in the market. [00:00:56] Jay McBain: But I wanted to start here ’cause our industry moves in 20 year cycles, and if you look at the Fortune 500 and dial back 20 years from today, 52% of them no longer exist. As we step into the next 20 year AI era, half of the companies that we know and love today are not gonna exist. So we look at this, and by the way, if you’re not in the Fortune 500 and you don’t have deep pockets to buy your way outta problems, 71% of tech companies fail over the course of 10 years. [00:01:30] Jay McBain: Those are statistics from the US government. So I start to look at our industry and you know, you may look at the, you know, mainframe era from the sixties and seventies, mini computers, August the 12th, 1981, that first IBM, PC with Microsoft dos, version one, you know, triggered. A new 20 year era of client server. [00:01:51] Jay McBain: It was the time and I worked at IBM for 17 years, but there was a time where Bill Gates flew into Boca Raton, Florida and met with the IBM team and did that, you know, fancy licensing agreement. But after, you know, 20 years of being the most valuable company in the world and 13 years of antitrust and getting broken up, almost like at and TIBM almost didn’t make payroll. [00:02:14] Jay McBain: 13 years after meeting Bill Gates. Yeah, that’s how quickly things change in these eras. In 1999, a small company outta San Francisco called salesforce.com got its start. About 10 years later, Jeff Bezos asked a question in a boardroom, could we rent out our excess capacity and would other companies buy it? [00:02:35] Jay McBain: Which, you know, most people in the room laughed at ’em at the time. But it created a 20 year cloud era when our friends, our neighbors, our family. Saw Chachi PT for the first time in March of 2023. They saw the deep fakes, they saw the poetry, they saw the music. They came to us as tech people and said, did we just light up Skynet? [00:02:58] Jay McBain: And that consumer trend has triggered this next 20 years. I could walk through the richest people in the world through those trends. I could walk through the most valuable companies. It all aligns. ’cause by the way, Apple’s no longer at the top. Nvidia is at the top, Microsoft. Second, things change really quickly. [00:03:17] Jay McBain: So in that course of time, you start to look at our industry and as people are talking about a six and a half or $7 trillion build out of ai, that’s open AI and Microsoft numbers, that is bigger than our industry that’s taken over 50 years to build. This year, we’re gonna finish the year at $5.3 trillion. [00:03:36] Jay McBain: That’s from the smallest flower shop to the biggest bank. Biggest governments that Caresoft would, uh, serve biggest customer in the world is actually the federal government of the us. But you look at this pie chart and you look at the changes that we’re gonna go through over the next 20 years, there’s about a trillion dollars in hardware. [00:03:54] Jay McBain: There’s about a trillion dollars in software. If you look forward through all of the merging trends, quantum computing, humanoid robots, all the things that are coming that dollar to dollar software to hardware will continue to exist all the way through. We see services making up almost two thirds of this pie. [00:04:13] Jay McBain: Yesterday I was in a telco conference with at and t and Verizon and T-Mobile and some of the biggest wireless players and IT services, which happen to be growing faster than products. At the moment, there is more work to be done wrapping around the deal than the actual products that the customer is buying. [00:04:32] Jay McBain: So in an industry that’s growing at 7%. On top of the world economy that’s grown at 2.2. This is the fastest growing industry, and it will be at least for the next 10 years, if not 2070 0.1% of this entire $5 trillion gets transacted through partners. While what we’re talking to today about the ultimate partner, 96% of this industry is surrounded by partners in one way or another. [00:05:01] Jay McBain: They’re there before the deal. They’re there at the deal. They’re there after the deal. Two thirds of our industry is now subscription consumption based. So every 30 days forever, and a customer for life becomes everything. So if every deal in medium, mid-market, and higher has seven partners, according to McKinsey, who are those seven people trying to get into the deal? [00:05:25] Jay McBain: While there’s millions of companies that have come into tech over the last 10 to 20 years. Digital agencies, accountants, legal firms, everybody’s come in. The 250,000 SaaS companies, a million emerging tech companies, there’s a big fight to be one of those seven trusted people at the table. So millions of companies and tens of millions of people our competing for these slots. [00:05:49] Jay McBain: So one of the pieces of research I’m most proud of, uh, in my analyst career is this. And this took over two years to build. It’s a lot of logos. Not this PowerPoint slide, but the actual data. Thousands of people hours. Because guess what? When you look at partners from the top down, the top 1000 partners, by capability and capacity, not by resale. [00:06:15] Jay McBain: It’s not a ranking of CDW and insight and resale numbers. It is the surrounding. Consulting, design, architecture, implementations, integrations, managed services, all the pieces that’s gonna make the next 20 years run. So when you start to look at this, 98% of these companies are private, so very difficult to get to those numbers and, uh, a ton of research and help from AI and other things to get this. [00:06:41] Jay McBain: But this is it. And if you look at this list, there’s a thousand logos out of the million companies. There’s a thousand logos that drive two thirds of all tech services in the world. $1.07 trillion gets delivered by a thousand companies, but here’s where it gets fun. Those companies in the middle, in blue, the 30 of them deliver more tech services than the next 970. [00:07:08] Jay McBain: Combined the 970 combined in white deliver more tech services. Then the next million combined. So if you think we live in an 80 20 rule or maybe a 99, a 95 5 rule, or a 99 1 rule, we actually live in a 99.9 0.1 parallel principle. These companies spread around the world evenly split across the uh, different regions. [00:07:35] Jay McBain: South Africa, Latin America, they’re all over. They split. They split among types. All of the Venn diagram I just showed from GSIs to VARs to MSPs, to agencies and other types of companies. But this is a really rich list and it’s public. So every company in the world now, if you’re looking at Transactable data, if you’re looking at quantifiable data that you can go put your revenue numbers against, it represents 70 to 80% of every company in this room’s Tam. [00:08:08] Jay McBain: In one piece of research. So what do you do below that? How do you cover a million companies that you can’t afford to put a channel account manager? You can’t afford to write programs directly for well after the top down analysis and all the wallet share and you know exactly where the lowest hanging fruit is for most of your tam. [00:08:28] Jay McBain: The available markets. The obtainable markets. You gotta start from the community level grassroots up. So you need to ask the question for the million companies and the maybe a hundred thousand companies out there, partner companies that are surrounding your customer. These are the seven partners that surround your customer. [00:08:48] Jay McBain: What do they read, where do they go, and who do they follow? Interestingly enough, our industry globally equates to only a thousand watering holes, a thousand companies at the top, a thousand places at the bottom. 35% of this audience we’re talking. Millions of people here love events and there’s 352 of them like this one that they love to go to. [00:09:13] Jay McBain: They love the hallway chats, they love the hotel lobby bar, you know, in a time reminded by the pandemic. They love to be in person. It’s the number one way they’re influenced. So if you don’t have a solid event strategy and you don’t have a community team out giving out socks every week, your competitors might beat you. [00:09:31] Jay McBain: 12% of this audience loves podcasts. It’s the Joe Rogan effect of our industry. And while you know, you may not think the 121 podcasts out there are important, well, you’re missing 12% of your audience. It’s over a million people. If you’re not on a weekly podcast in one of these podcasts in the world, there’s still people that read one of the 106 magazines in the world. [00:09:55] Jay McBain: There are people that love peer groups, associations, they wanna be part of this. There’s 15 different ways people are influenced. And a solid grassroots strategy is how you make this happen. In the last 10 years, we’ve created a number of billionaires. Bottom up. They never had to go talk to la large enterprise. [00:10:15] Jay McBain: They never had to go build out a mid-market strategy. They just went and give away socks and new community marketing. And this has created, I could rip through a bunch of names that became unicorns just in the last couple of years, bottoms up. You go back to your board walking into next year, top down, bottom up. [00:10:34] Jay McBain: You’ve covered a hundred percent of your tam, and now you’ve covered it with names, faces, and places. You haven’t covered it with a flywheel or a theory. And for 44 years, we have gone to our board every fourth quarter with flywheels and theory. Trust me, partners are important. The channel is key to us. [00:10:57] Jay McBain: Well, let’s talk at the point of this granularity, and now we’re getting supported by technology 261 entrepreneurs. Many of them in the room actually here that are driving this ability to succeed with seven partners in every deal to exchange data to be able to exchange telemetry of these prospects to be able to see twice or three times in terms of pipeline of your target addressable market. [00:11:26] Jay McBain: All these ai, um, technologies, agentic technologies are coming into this. It’s all about data. It’s all about quantifiable names, faces, and places. Now none of us should be walking around with flywheels, so let’s flip the flywheels. No. Uh, so we also look at, and I sold PCs for 17 years and that was in the high times of 40% margins for partners. [00:11:55] Jay McBain: But one interesting thing when you study the p and l for broad base of partners around the world, it’s changed pretty significantly in this last 20 year era. What the cloud era did is dropped hardware from what used to be 84% plus the break fix and things that wrap around it of the p and l to now 16% of every partner in the world. [00:12:16] Jay McBain: 84% of their p and l is now software and services. And if you look at profitability, it’s worse. It’s actually 87% is profitability wise. They’ve completely shifted in terms of where they go. Now we look at other parts of our market. I could go through every part of the pie of the slide, but we’re watching each of the companies, and if you can see here, this is what we want to talk about in terms of ultimate partner. [00:12:43] Jay McBain: Microsoft has outgrown AWS for 26 straight quarters. They don’t have a better product. They don’t have a better price, they don’t have better promotion. It’s all place. And I’ll explain why you guess here in the light green line. Exactly. The day that Google went a hundred percent all in partner, every deal, even if a deal didn’t have a partner, one of the 4% of deals that didn’t have a partner, they injected a partner. [00:13:09] Jay McBain: You can see on the left side exactly where they did it. They got to the point of a hundred percent partner driven. Rebuilt their programs, rebuilt their marketplace. Their marketplace is actually larger than Microsoft’s, and they grew faster than Microsoft. A couple of those quarters. It is a partner driven future, and now I have Oracle, which I just walked by as I walked from the hotel. [00:13:31] Jay McBain: Oracle with their RPOs will start to join. Maybe the list of three hyperscalers becomes the list of four in future slides, but that’s a growth slide. Market share is different. AWS early and commanding lead. And it plays out, uh, plays out this way. But we’re at an interesting moment and I stood up six years ago talking about the decade of the ecosystem after we went through a decade of sales starting in 1999 when we all thought we were born to be salespeople. [00:14:02] Jay McBain: We managed territories with our gut. The sales tech stack would have it different, that sales was a science, and we ended the decade 2009, looking at sales very differently in 2009. I remember being at cocktail parties where CMOs would be joking around that 50% of their marketing dollars were wasted. They just didn’t know which 50%. [00:14:23] Jay McBain: And I’ll tell you, that was really funny. In 2009 till every 58-year-old CMO got replaced by a 38-year-old growth hacker who walked in with 15,348 SaaS companies in their MarTech and ad tech stack to solve the problem, every nickel of marketing by 2019 was tracked. Marketo, Eloqua, Pardot, HubSpot, driving this industry. [00:14:50] Jay McBain: Now, we stood up and said the 28 moments that come before a sale are pretty much all partner driven. In the best case scenario, a vendor might see four of the moments. They might come to your website, maybe they read an ebook, maybe they have a salesperson or a demo that comes in. That’s four outta 28 moments. [00:15:10] Jay McBain: The other 24 are done by partners. Yeah, in the worst case scenario and the majority scenario, you don’t see any of the moments. All 28 happen and you lose a deal without knowing there ever was a deal. So this is it. We need to partner in these moments and we need to inject partners into sales and marketing, like no time before, and this was the time to do it. [00:15:33] Jay McBain: And we got some feedback in the Salesforce state of sales report, which doesn’t involve any partnerships or, or. Channel Chiefs or anything else. This is 5,500 of the biggest CROs in the world that obviously use Salesforce. 89% of salespeople today use partners every day. For the 11% who don’t, 58% plan two within a year. [00:15:57] Jay McBain: If you add those two numbers together, that’s magically the 96% number. They recognize that every deal has partners in it. In 2024, last year, half of the salespeople in the world, every industry, every country. Miss their numbers. For the minority who made their numbers, 84 point percent pointed to partners as the reason why they made their numbers. [00:16:21] Jay McBain: It was the cheat code for sales, so that modern salesperson that knows how to orchestrate a deal, orchestrate the 28 moments with the seven partners and get to that final spot is the winning formula. HubSpot’s number in separate research was 84% in marketing. So we’re starting to see partners in here. We don’t have to shout from the mountaintops. [00:16:44] Jay McBain: These communities like ultimate Partner are working and we’re getting this to the highest levels in the board. And I’ll say that, you know, when 20 years from now half of the companies we know and love fail after we’re done writing the book and blaming the CEO for inventing the thing that ended up killing them, blaming the board for fiduciary responsibility and letting it happen. [00:17:06] Jay McBain: What are the other chapters of the book? And I think it’s all in one slide. We are in this platform economy and the. [00:17:31] Jay McBain: So your battery’s fine. Check, check, check, check. Alright, I’ll, I’ll just hold this in case, but the companies that execute on all five of these areas, well. Not only today become the trillion dollar valued companies, but they become the companies of tomorrow. These will be the fastest growing companies at every level. [00:17:50] Jay McBain: Not only running a platform business, but participating in other platforms. So this is how it breaks out, and there are people at very senior levels, at very big companies that have this now posted in the office of the CEO winning on integrations is everything. We just went through a demographic shift this year where 51% of our buyers are born after 1982. [00:18:15] Jay McBain: Millennials are the number one buyer of the $5 trillion. Their number one buying criteria is not service. Support your price, your brand reputation, it’s integrations. The buy a product, 80% is good as the next one if it works better in their environment. 79% of us won’t buy a car unless it has CarPlay or Android Auto. [00:18:34] Jay McBain: This is an integration world. The company with the most integrations win. Second, there are seven partners that surround the customer. Highly trusted partners. We’re talking, coaching the customer’s, kids soccer team, having a cottage together up at the lake. You know, best men, bate of honors at weddings type of relationships. [00:18:57] Jay McBain: You can’t maybe have all seven, but how does Microsoft beat AWS? They might have had two, three, or four of them saying nice things about them instead of the competition. Winning in service partnerships and channel partnerships changes by category. If you’re selling MarTech, only 10% of it today is resold, so you build more on service partnerships. [00:19:18] Jay McBain: If you’re in cybersecurity today, 91.6% of it is resold. Transacted through partners. So you build a lot of channel partnerships, plus the service partnerships, whatever the mix is in your category, you have to have two or three of those seven people. Saying nice things about you at every stage of the customer journey. [00:19:38] Jay McBain: Now move over to alliances. We have already built the platforms at the hyperscale level. We’ve built the platforms within SaaS, Salesforce, ServiceNow, Workday, Marketo, NetSuite, HubSpot. Every buyer has a set of platforms that they buy. We’ve now built them in cybersecurity this year out of 6,500 as high as cyber companies, the top five are starting to separate. [00:20:02] Jay McBain: We built it in distribution, which I’ll show in a minute. We’re building it in Telco. This is a platform economy and alliances win and you have alliances with your competitors ’cause you compete in the morning, but you’re best friends by the afternoon. Winning in other platforms is just as important as driving your own. [00:20:20] Jay McBain: And probably the most important part of this is go to market. That sales, that marketing, the 28 moments, the every 30 days forever become all a partner strategy. So there’s still CEOs out there that believe platform is a UI or UX on a bunch of disparate products and things you’ve acquired. There’s still CFOs out there that Think platform is a pricing model, a bundle model of just getting everything under one, you know, subscription price or consumption price. [00:20:51] Jay McBain: And it’s not, platforms are synonymous with partnerships. This is the way forward and there’s no conversation around ai. That doesn’t involve Nvidia over there, an open AI over here and a hyperscaler over there and a SaaS company over here. The seven layer stack wins every single time, and the companies that get this will be the ones that survive this cycle. [00:21:16] Jay McBain: Now, flipping over to marketplaces. So we had written research that, um, about five years ago that marketplaces were going to grow at 82% compounded. Yeah, probably one of the most accurate predictions we ever made, because it happened, we, we predicted that, uh, we were gonna get up to about $85 billion. Well, now we’ve extended that to 2030, so we’re gonna get up to $163 billion, and the thing that we’re watching is in green. [00:21:46] Jay McBain: If 96% of these deals are partner assisted in some way, how is the economics of partnering going to work? We predicted that 50% of deals by 2027. Would be partner funded in some way. Private offers multi-partner offers distributor sellers of record, and now that extends to 59% by 2030, the most senior leader of the biggest marketplace AWS, just said to us they’re gonna probably make these numbers on their own. [00:22:14] Jay McBain: And he asked what their two competitors are doing. So he’s telling us that we under called this. Now when you look at each of the press releases, and this is the AWS Billion Dollar Club. Every one of the companies on the left have issued a press release that they’re in the billion dollar club. Some of them are in the multi-billions, but I want you to double click on this press release. [00:22:35] Jay McBain: I’m quoted in here somewhere, but as CrowdStrike is building the marketplace at 91% compounded, they’re almost doubling their revenue every single year. They’re growing the partner funding, in this case, distributor funding by 3548%. Almost triple digit growth in marketplace is translating into almost quadruple digit growth in funding. [00:23:01] Jay McBain: And you see that over and over again as, as Splunk hit three, uh, billion dollars. The same. Salesforce hit $2 billion on AWS in Ulti, 18 months. They joined in October 20, 23, and 18 months later, they’re already at $2 billion. But now you’re seeing at Salesforce, which by the way. Grew up to $40 billion in revenue direct, almost not a nickel in resell. [00:23:28] Jay McBain: Made it really difficult for VARs and managed service providers to work with Salesforce because they couldn’t understand how to add services to something they didn’t book the revenue for. While $40 billion companies now seeing 70% of their deals come through partners. So this is just the world that we’re in. [00:23:44] Jay McBain: It doesn’t matter who you are and what industry you’re in, this takes place. But now we’re starting to see for the first time. Partners join the billion dollar club. So you wonder about partnering and all this funding and everything that’s working through Now you’re seeing press releases and companies that are redoing their LinkedIn branding about joining this illustrious club without a product to sell and all the services that wrap around it. [00:24:10] Jay McBain: So the opening session on Microsoft was interesting because there’s been a number of changes that Microsoft has done just in the last 30 days. One is they cut distribution by two thirds going from 180 distributors to 62. They cut out any small partner lower than a thousand dollars, and that doesn’t sound like a lot, but that’s over a hundred thousand partners that get deed tightening the long tail. [00:24:38] Jay McBain: They we’re the first to really put a global point system in place three years ago. They went to the new commerce experience. If you remember, all kinds of changes being led by. The biggest company for the channel. And so when we’re studying marketplaces, we’re not just studying the three hyperscalers, we’re studying what TD Cynic is doing with Stream One Ingram’s doing with Advant Advantage Aerosphere. [00:25:01] Jay McBain: Also, we’re watching what PAX eight, who by the way, is the 365 bestseller for Microsoft in the world. They are the cybersecurity leader for Microsoft in the world and the copilot. Leader in the world for Microsoft and Partner of the Year for Microsoft. So we’re watching what the cloud platforms are doing, watching what the Telco are doing, which is 25 cents out of every dollar, if you remember that pie chart, watching what the biggest resellers are converting themselves into. [00:25:30] Jay McBain: Vince just mentioned, you know, SHI in the changes there watching the managed services market and the leaders there, what they’re doing in terms of how this industry’s moving forward. By the way, managed services at $608 billion this year. Is one and a half times larger than the SaaS industry overall. [00:25:48] Jay McBain: It’s also one and a half times larger than all the hyperscalers combined. Oracle, Alibaba, IBM, all the way down. This is a massive market and it makes up 15 to 20 cents of every dollar the customer spend. We’re watching that industry hit a trillion dollars by the end of the decade, and we’re watching 150 different marketplace development platforms, the distribution of our industry, which today is 70.1% indirect. [00:26:13] Jay McBain: We’re starting to see that number, uh, solidify in terms of marketplaces as well. Watching distributors go from that linear warehouse in a bank to this orchestration model, watching some of the biggest players as the world comes around, platforms, it tightens around the place. So Caresoft, uh, from from here is the sixth biggest distributor in the world. [00:26:40] Jay McBain: Just shows you how big the. You know, biggest client in the world is that they serve. But understand that we’re publishing the distributor 500 list, but it’ll be the same thing. That little group in blue in the middle today, you know, drives almost two thirds of the market. So what happens in all this next stage in terms of where the dollars change hands. [00:27:07] Jay McBain: And the economics of partnering themselves are going through the most radical shift that we’ve seen ever. So back to the nineties, and, and for those of you that have been channel chiefs and running programs, we went to work every day. You know, everything’s on fire. We’re trying to check hundred boxes, trying to make our program 10% better than our competitors. [00:27:30] Jay McBain: Hey, we gotta fix our deal registration program today, and our incentives are outta whack or training programs or. You know, not where they need to be. Our certification, you know, this was the life of, uh, of a channel chief. Everybody thought we were just out drinking in the Caribbean with our best partners, but we were under the weight of this. [00:27:49] Jay McBain: But something interesting has happened is that we turned around and put the customer at the middle of our programs to say that those 28 moments in green before the sale are really, really important. And the seven partners who participate are really important. Understanding. The customer’s gonna buy a seven layer stack. [00:28:09] Jay McBain: They’re gonna buy it With these seven partners, the procurement stage is much different. The growth of marketplaces, the growth of direct in some of these areas, and then long term every 30 days forever in a managed service, implementations, integrations, how you upsell, cross-sell, enrich a deal changes. So how would you build a program that’s wrapped around the customer instead of the vendor? [00:28:35] Jay McBain: And we’re starting to hear our partners shout back to us. These are global surveys, big numbers, but over half of our partners, regardless of type, are selling consulting to their customer. Over half are designing architecting deals. A third of them are trying to be system integrators showing up at those implementation integration moments. [00:28:55] Jay McBain: Two thirds of them are doing managed services, but the shocking one here is 44% of our partners, regardless of type, are coding. They’re building agents and they’re out helping their customer at that level. So this is the modern partner that says, don’t typecast me. You may have thought of me in your program. [00:29:14] Jay McBain: You might have me slotted as a var. Well, I do 3.2 things, and if I don’t get access to those resources, if you don’t walk me to that room, I’m not gonna do them with you. You may have me as a managed service provider that’s only in the morning. By the afternoon I’m coding, and by the next morning I’m implementing and consulting. [00:29:33] Jay McBain: So again, a partner’s not a partner. That Venn diagram is a very loose one now, as every partner on there is doing 3.2 different business models. And again, they’re telling us for 43 years, they said, I want more leads this year it changed. For the first time, I want to be recognized and incentivized as more than just a cash register for you. [00:29:57] Jay McBain: I want you to recognize when I’m consulting, when I’m designing, when you’re winning deals, because of my wonderful services, by the way, we asked the follow up question, well, where should we spend our money with you? And they overwhelmingly say, in the consulting stage, you win and lose deals. Not at moment 28. [00:30:18] Jay McBain: We’re not buying a pack of gum at the gas station. This is a considered purchase. You win deals from moment 12 through 16 and I’m gonna show you a picture of that later, and they say, you better be spending your money there, or you’re not gonna win your fair share or more than your fair share of deals. [00:30:36] Jay McBain: The shocking thing about this is that Microsoft, when they went to the point system, lifted two thirds of all the money, tens of billions of dollars, and put it post-sale, and we were all scratching our heads going. Well, if the partners are asking for it there, and it seems like to beat your biggest competitors, you want to win there. [00:30:54] Jay McBain: Why would you spend the money on renewal? Well, they went to Wall Street and Goldman Sachs and the people who lift trillions of dollars of pension funds and said, if we renew deals at 108%, we become a cash machine for you. And we think that’s more valuable than a company coming out with a new cell phone in September and selling a lot of them by Christmas every year. [00:31:18] Jay McBain: The industry. And by the way, wall Street responded, Microsoft has been more valuable than Apple since. So we talk in this now multiplier language, and these are reports that we write, uh, at AMIA at canals. But talking about the partner opportunity in that customer cycle, the $6 and 40 cents you can make for every dollar of consumption, or the $7 and 5 cents you can make the $8 and 45 cents you can make. [00:31:46] Jay McBain: There’s over 24 companies speaking at this level now, and guess what? It’s not just cloud or software companies. Hardware companies are starting to speak in this language, and on January 25th, Cisco, you know, probably second to Microsoft in terms of trust built with the channel globally is moving to a full point system. [00:32:09] Jay McBain: So these are the changes that happen fast. But your QBR with your partners now less about drinking beers at the hotel lobby bar and talking dollar by dollar where these opportunities are. So if you’re doing 3.2 of these things, let’s build out a, uh, a play where you can make $3 for every dollar that we make. [00:32:28] Jay McBain: And you make that profitably. You make it in sticky, highly retained business, and that’s the model. ’cause if you make $3 for every dollar. We make, you’re gonna win Partner of the year, and if you win partner of the year, that piece of glass that you win on stage, by the time you get back to your table, you’re gonna have three offers to buy your business. [00:32:51] Jay McBain: CDW just bought a w. S’s Partner of the Year. Insight bought Google’s eight time partner of the year. Presidio bought ServiceNow’s, partner of the year over and over and over again. So I’m at Octane, I’m at CrowdStrike, I’m at all these events in Vegas every week. I’m watching these partners of the year. [00:33:05] Jay McBain: And I’m watching as the big resellers. I’m watching as the GSIs and the m and a folks are surrounding their table after, and they’re selling their businesses for SaaS level valuations. Not the one-to-one service valuation. They’re getting multiples because this is the new future of our industry. This is platform economics. [00:33:25] Jay McBain: This is winning and platforms for partners. Now, like Vince, I spent 20 minutes without talking about ai, but we have to talk about ai. So the next 20 years as it plays out is gonna play out in phases. And the first thing you know to get it out of the way. The first two years since that March of 23, has been underwhelming, to say the least. [00:33:47] Jay McBain: It’s been disappointing. All the companies that should have won the biggest in AI have been the most disappointing. It’s underperformed the s and p by a considerable amount in terms of where we are. And it goes back to this. We always overestimate the first two years, but we underestimate the first 10. [00:34:07] Jay McBain: If you wanna be the point in time person and go look at that 1983 PC or the 1995 internet or that 2007 iPhone or that whatever point in time you wanna look at, or if you want to talk about hallucinations or where chat chip ET version five is version, as opposed to where it’s going to be as it improves every six months here on in. [00:34:30] Jay McBain: But the fact of the matter is, it’s been a consumer trend. Nvidia got to be the most valuable company in the world. OpenAI was the first company to 2 billion users, uh, in that amount of speed. It’s the fastest growing product ever in history, and it’s been a consumer win this trillions of dollars to get it thrown around in the press releases. [00:34:49] Jay McBain: They’re going out every day, you know, open ai, signing up somebody new or Nvidia, investing in somebody new almost every single day in hundreds of billions of dollars. It is all happening really on the consumer side. So we got a little bit worried and said, is that 96% of surround gonna work in ag agentic ai? [00:35:10] Jay McBain: So we went and asked, and the good news is 88% of end customers are using partners to work through their ag agentic strategy. Even though they’re moving slow, they’re actually using partners. But what’s interesting from a partner perspective, and this is new research that out till 2030. This is the number one services opportunity in the entire tech or telco industry. [00:35:34] Jay McBain: 35.3% compounded growth ending at $267 billion in services. Companies are rebuilding themselves, building out practices, and getting on this train and figuring out which vendors they should hook their caboose to as those trains leave the station. But it kind of plays out like this. So in the next three to five years, we’re in this generative, moving into agentic phase. [00:36:01] Jay McBain: Every partner thinks internally first, the sales and marketing. They’re thinking about their invoicing and billing. They’re thinking about their service tickets. They’re thinking about creating a business that’s 10% better than their competitors, taking that knowledge into their customers and drive in business. [00:36:17] Jay McBain: But we understand that ag agentic AI, as it’s going to play out is not a product. A couple of years ago, we thought maybe a copilot or an agent force or something was going to be the product that everybody needed to buy, and it’s not a product, it’s gonna show up as a feature. So you go back in the history of feature ads and it’s gonna show up in software. [00:36:38] Jay McBain: So if you’re calling in SMB, maybe you’re calling on a restaurant. The restaurant isn’t gonna call OpenAI or call Microsoft or call Nvidia directly. They’re running their restaurant. And they may have chosen a platform like Toast Square, Clover, whatever iPads people are running around with, runs on a platform that does everything in their business, does staffing, does food ordering, works with Uber Eats, does everything end to end? [00:37:08] Jay McBain: They’re gonna wait to one of those platforms, dries out agent AI for them, and can run the restaurant more effectively, less human capital and more consistently, but they wait for the SaaS platform as you get larger. A hundred, 150 people. You have vice presidents. Each of those vice presidents already have a SaaS stack. [00:37:28] Jay McBain: I talked about Salesforce, ServiceNow, Workday, et cetera. They’ve already built that seven layer model and in some cases it’s 70 layers. But the fact is, is they’re gonna wait for those SaaS layers to deliver ag agentic to them. So this is how it’s gonna play out for the next three and a half, three to five years. [00:37:45] Jay McBain: And partners are realizing that many of them were slow to pick up SaaS ’cause they didn’t resell it. Well now to win in this next three to half, three to five years, you’re gonna have to play in this environment. When you start looking out from here, the next generation, you know, kind of five through 15 years gets interesting in more of a physical sense. [00:38:06] Jay McBain: Where I was yesterday talking about every IOT device that now is internet access, starts to get access to large language models. Every little sensor, every camera, everything that’s out there starts to get smart. But there’s a point. The first trillionaire, I believe, will be created here. Elon’s already halfway there. [00:38:24] Jay McBain: Um, but when Bill Gates thought there was gonna be a PC in every home, and IBM thought they were gonna sell 10,000 to hobbyists, that created the richest person in the world for 20 years, there will be a humanoid in every home. There’s gonna be a point in time that you’re out having drinks with your friends, and somebody’s gonna say, the early adopter of your friends is gonna say. [00:38:46] Jay McBain: I haven’t done the dishes in six weeks. I haven’t done the laundry. I haven’t made my bed. I haven’t mowed the lawn. When they say that, you’re gonna say, well, how? And they’re gonna say, well, this year I didn’t buy a new car, but I went to the car dealership and I bought this. So we’re very close to the dexterity needed. [00:39:05] Jay McBain: We’ve got the large language models. Now. The chat, GPT version 10 by then is going to make an insane, and every house is gonna have one of the. [00:39:17] Jay McBain: This is the promise of ai. It’s not humanoid robots, it’s not agents. It’s this. 99% of the world’s business data has not been trained or tuned into models yet. Again, this is the slow moving business. If you want to think about the 99% of business data, every flight we’ve all taken in this room sits on a saber system that was put in place in 1964. [00:39:43] Jay McBain: Every banking transaction, we’ve all made, every withdrawal, every deposit sits on an IBM mainframe put in place in the sixties or seventies. 83% of this data sits in cold storage at the edge. It’s not ready to be moved. It’s not cleansed, it’s not, um, indexed. It’s not in any format or sitting on any infrastructure that a large language model will be able to gobble up the data. [00:40:10] Jay McBain: None of the workflows, none of the programming on top of that data is yet ready. So this is your 10 to 20 year arc of this era that chat bot today when they cancel your flight is cute. It’s empathetic, it feels bad for you, or at least it seems to, but it can’t do anything. It can’t book you the Marriott and get you an Uber and then a 5:00 AM flight the next morning. [00:40:34] Jay McBain: It can’t do any of that. But more importantly, it doesn’t know who you are. I’ve got 53 years of flights under my belt and they, I’m the person that get me within six hours of my kids and get me a one-way Hertz rental. You know, if there’s bad weather in Miami, get me to Tampa, get me a Hertz, I’m driving home, I’m gonna make it home. [00:40:56] Jay McBain: I’m not the 5:00 AM get me a hotel person. They would know that if they picked up the flights that I’ve taken in the past. Each of us are different. When you get access to the business data and you become ag agentic, everything changes. Every industry changes because of this around the customers. When you ask about this 35% growth, working on that data, working in traditional consulting and design and implementation, working in the $7 trillion of infrastructure, storage, compute, networking, that’s gonna be around, this is a massive opportunity. [00:41:30] Jay McBain: Services are gonna continue to outgrow products. Probably for the next five to 10 years because of this, and I’m gonna finish here. So we talked a lot about quantifying names, faces, places, and I think where we failed the most as ultimate partners is underneath the tam, which every one of our CEOs knows to the decimal point underneath the TAM that our board thinks they’re chasing. [00:41:59] Jay McBain: We’ve done a very poor job. Of talking about the available markets and obtainable markets underneath it, we, we’ve shown them theory. We’ve shown them a bunch of, you know, really smart stuff, and PowerPoint slides up the wazoo, but we’ve never quantified it for them. If they wanna win, if they want to get access, if they want to double their pipeline, triple their pipeline, if they wanna start winning more deals, if they wanna win deals that are three times larger, they close two times faster. [00:42:31] Jay McBain: And they renew 15% larger. They have to get into the available and obtainable markets. So just in the last couple weeks I spoke at Cribble, I spoke at Octane, I spoke at CrowdStrike Falcon. All three of those companies at the CEO level, main stage use those exact three numbers, three x, two x, 15%. That’s the language of platforms, and they’re investing millions and millions and millions of dollars on teams. [00:42:59] Jay McBain: To go build out the Sam Andal in name spaces and places. So you’ve heard me talk about these 28 moments a lot. They’re the ones that you spend when you buy a car. Some people spend one moment and they drive to the Cadillac dealership. ’cause Larry’s been, you know, taking care of the family for 50 years. [00:43:18] Jay McBain: Some people spend 50 moments like I do, watching every YouTube video and every, you know, thing on the internet. I clear the internet cover to cover. But the fact is, is every deal averages around these 28 moments. Your customer, there’s 13 members of the buying committee today. There’s seven partners and they’re buying seven things. [00:43:37] Jay McBain: There’s 27 things orchestrating inside these 28 moments. And where and how they all take place is a story of partnering. So a couple of years ago, canals. Latin for channel was acquired by amia, which is a part of Informa Tech Target, which is majority owned by Informa. All that being said, there’s hundreds of magazines that we have. [00:44:00] Jay McBain: There’s hundreds of events that we run. If somebody’s buying cybersecurity, they probably went to Black Hat or they probably went to GI Tech. One of these events we run, or one of the magazines. So we pick up these signals, these buyer intent signals as a company. Why did they wanna, um, buy a, uh, a Canals, which was a, you know, a small analyst firm around channels? [00:44:22] Jay McBain: They understood this as well. The 28 moments look a lot like this when marketers and salespeople are busy filling in the spots of every deal. And by the way, this is a real deal. AstraZeneca came in to spend millions of dollars on ASAP transformation, and you can start to see as the customer got smart. [00:44:45] Jay McBain: The eBooks, they read the podcasts, they listened to the events they went to. You start to see how this played out over the long term. But the thing we’ve never had in our industry is the light blue boxes. This deal was won and lost in December. In this particular case, NTT software won and Yash came in and sold the customer five projects. [00:45:07] Jay McBain: The millions of dollars that were going to be spent were solved here. The design and architecture work was all done here. A couple of ISVs You see in light blue came in right at the end, deal was closed in April. You see the six month cycle. But what if you could fill in every one of the 28 boxes in every single customer prospect that your sales and marketing team have? [00:45:30] Jay McBain: But here’s the brilliance of this. Those light blue boxes didn’t win the deals there. They won the deals months before that. So when NTT and Software one walked into this deal. They probably won the deal back in October and they had to go through the redlining. They had to go through the contracting, they had to go through all the stuff and the Gantt chart to get started. [00:45:54] Jay McBain: But while your CMO is getting all excited about somebody reading an ebook and triggering an MQL that the sales team doesn’t want, ’cause it’s not qualified, it’s not sales qualified, you walk in and say, no, no. This is a multimillion deal, dollar deal. It’s AstraZeneca. I know the five partners that are coming in in December to solidify the seven layers, and you’re walking in at the same time as the CMOs bragging about an ebook. [00:46:21] Jay McBain: This changes everything. If we could get to this level of data about every dollar of our tam, we not only outgrow our competitors, we become the platforms of the next generation. Partnering and ultimate partnering is all here. And this is what we’re doing in this room. This is what we’re doing over these couple of days, and this is what, uh, the mission that Vince is leading. [00:46:43] Jay McBain: Thank you so much. [00:46:47] Vince Menzione: Woo. Day in the house. Good to see you my friend. Good to see you. Oh, we’re gonna spend a couple minutes. Um, I’m put you in the second seat. We’re gonna put, we’re gonna make it sit fireside for a minute. Uh, that was intense. It was pretty incredible actually, Jay. And so I’m, I think I wanna open it up ’cause we only have a few minutes just to, any questions? [00:47:06] Vince Menzione: I’m sure people are just digesting. We already have one up here. See, [00:47:09] Question: Jay knows I’m [00:47:10] Vince Menzione: a question. I love it. We, I don’t think we have any I can grab a mic, a roving mic. I could be a roving mic person. Hold on. We can do this. This is not on. [00:47:25] Vince Menzione: Test, test. Yes it is. Yeah. [00:47:26] Question: Theresa Carriol dared me to ask a question and I say, you don’t have to dare me. You know, I’m going to Anyway. Um, so Jay, of the point of view that with all of the new AI players that strategic alliances is again having a moment, and I was curious your point of view on what you’re seeing around this emergence and trend of strategic alliances and strategic alliance management. [00:47:52] Question: As compared to channel management. And what are you seeing in terms of large vendors like AWS investing in that strategic alliance role versus that channel role training, enablement, measurement, all that good stuff? [00:48:06] Jay McBain: Yeah, it’s, it’s a great question. So when I told the story about toast at the restaurant or Square or Clover, they’re not call, they’re not gonna call open AI or Nvidia themselves either. [00:48:17] Jay McBain: When you look out at the 250,000 ISVs. That make up this AI stack, there is the layers that happen there. So the Alliance with AWS, the alliance they have with Microsoft or Google is going to be how they generate agent AI in their platforms. So when I talk about a seven layer stack, the average deal being seven layers, AI is gonna drive this to nine, and then 11, then probably 13. [00:48:44] Jay McBain: So in terms of how alliances work, I had it up there as one of the five core strategies, and I think it’s pretty even. You can have the best alliances in the world, but if the seven partners trusted by the customer don’t know what that alliance is and the benefits to the customer and never mention it, it’s all for Naugh. [00:49:00] Jay McBain: If you’re go-to market, you’re co-selling, your co-marketing strategies are not built around that alliance. It’s all for naught. If the integration and the co-innovation, the co-development, the all the co-creation work that’s done inside these alliances isn’t translated to customer outcomes, it’s all for naugh. [00:49:17] Jay McBain: These are all five parallel swim lanes. All five are absolutely critically needed. And I think they’re all five pretty equally weighted in terms of needing each other. Yes. To be successful in the era of platforms. Yeah. [00:49:32] Vince Menzione: And the problem is they’re all stove pipe today. If, if at all. Yeah. Maintained, right. [00:49:36] Vince Menzione: Alliances is an example. Channels and other example. They don’t talk to one another. Judge any, we’ve got a mic up here if anybody else has. Yep. We have some questions here, Jacqueline. [00:49:51] Question: So when we’re developing our channel programs, any advice on, you know, what’s the shift that we should make six months from now, a year from now? The historical has been bronze, silver, gold, right? And you’ve got your deal registration, but what’s the future look like? [00:50:05] Jay McBain: Yeah, so I mean, the programs are, are changing to, to the point where the customer should be in the middle and realizing the seven partners you need to win the deal. [00:50:15] Jay McBain: And depending on what category of product you’re in, security, how much you rely on resell, 91.6%. You know, the channel partners are gonna be critical where the customer spends the money. And if you’re adding friction to that process, you’re adding friction in terms of your growth. So you know, if you’re in cybersecurity, you have to have a pretty wide open reseller model. [00:50:39] Jay McBain: You have to have a wide open distribution model, and you have to make sure you’re there at that point of sale. While at the same time, considering the other six partners at moment 12 who are in either saying nice things about you or not, the customer might even be starting with you. ’cause there is actually one thing that I didn’t mention when I showed the 28 moments filled in. [00:51:00] Jay McBain: You’ll notice that the customer went to AWS twice direct. AWS lost the deal. Microsoft won the deal software. One is Microsoft’s biggest reseller in the world. They just acquired crayon. NTT who, who loves both had their Microsoft team go in. [00:51:18] Question: Mm. [00:51:19] Jay McBain: So I think that they went to AWS thinking it was A-W-S-S-A-P, you know, kind of starting this seven layer stack. [00:51:25] Jay McBain: I think they finished those, you know, critical moments in the middle looking at it. And then they went back to AWS kind of going probably WWTF. Yeah. What we thought was happening isn’t actually the outcome that was painted by our most trusted people. So, you know, to answer your question, listen to your partners. [00:51:43] Jay McBain: They want to be recognized for the other things they’re doing. You can’t be spending a hundred percent of the dollars at the point of sale. You gotta have a point of system that recognizes the point of sale, maybe even gold, silver, bronze, but recognizing that you’re paying for these other moments as well. [00:51:57] Jay McBain: Paying for alliances, paying for integrations and everything else, uh, in the cyber stack. And, um, you know, recognizing also the top 1000. So if I took your tam. And I overlaid those thousand logos. I would be walking into 2026 the best I could of showing my company logo by logo, where 80% of our TAM sits as wallet share, not by revenue. [00:52:25] Jay McBain: Remember, a million dollar partner is not a million dollar partner. One of them sells 1.2 million in our category. We should buy them a baseball cap and have ’em sit in the front row of our event. One of them sells $10 million and only sells our stuff if the customer asks. So my company should be looking at that $9 million opportunity and making sure my programs are writing the checks and my coverage. [00:52:48] Jay McBain: My capacity and capability planning is getting obsessed over that $9 million. My farmers can go over there, my hunters can go over here, and I should be submitting a list of a thousand sorted in descending order of opportunity. Of where my company can write program dollars into. [00:53:07] Vince Menzione: Great answer. All right. I, I do wanna be cognizant of time and the, all the other sessions we have. [00:53:14] Vince Menzione: So we’ll just take one other question if there are any here and if not, we’ll let I know. Jay, you’re gonna be mingling around for a little while before your flight. I’m [00:53:21] Jay McBain: here the whole day. [00:53:22] Vince Menzione: You, you’re the whole day. I see that Jay’s here the whole day. So if you have any other questions and, and, uh, sharing the deck is that. [00:53:29] Vince Menzione: Yep. Alright. We have permission to share the deck with the each of you as well. [00:53:34] Jay McBain: Alright, well thank you very much everyone. Jay. Great to have you.

Nesse episódio trouxemos as notícias e novidades do mundo da programação que nos chamaram atenção dos dias 20/12 a 26/12.☕ Café Código FontePrograme sua xícara para o sabor certo!https://cafe.codigofonte.com.br

Nesse episódio trouxemos as notícias e novidades do mundo da programação que nos chamaram atenção dos dias 20/12 a 26/12.☕ Café Código FontePrograme sua xícara para o sabor certo!https://cafe.codigofonte.com.br

As the year wraps up, we are replaying some of our favorite conversations from 2025, including this one!Customer lifetime value is a critical KPI, but with customer acquisition costs rapidly rising, what can brands do to successfully build long-term value for the business?Agility requires seeing past vanity metrics to the durable value hidden in customer relationships. When customer acquisition costs climb and privacy affects easy targeting, only nimble brands—those that align teams, data, and KPIs around lifetime value—stay ahead.All of this (and a few more things) are discussed in the recently-released Klaviyo B2C Report. To discuss it, I'd like to welcome Jamie Domenici, CMO at Klaviyo. About Jamie Domenici Jamie is Chief Marketing Officer at Klaviyo, the only CRM built for consumer brands. She has served as the Chief Marketing Officer since August 2023. With more than 20 years of experience in SaaS Marketing, Jamie has become a pioneer in SMB Marketing and a champion for small businesses. Prior to Klaviyo, Jamie served as the CMO of GoTo, a provider of SaaS and cloud- based remote work tools for collaboration and IT management, and before that, she held various marketing leadership positions at Salesforce for over ten years. Jamie holds a B.A. in International Relations from California State University, Chico. Jamie lives in the San Francisco Bay Area with her husband and two daughters. Jamie Domenici on LinkedIn: https://www.linkedin.com/in/jdomenici/ Resources Klaviyo: https://www.klaviyo.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow Catch the future of e-commerce at eTail Palm Springs, Feb 23-26 in Palm Springs, CA. Go here for more details: https://etailwest.wbresearch.com/ Enjoyed the show? Tell us more at and give us a rating so others can find the show at: https://ratethispodcast.com/agileConnect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.showCheck out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company

La inteligencia artificial ha sido el gran hito tecnológico de 2025, un año en el que la revista Time ha reconocido a los arquitectos de la IA como las personas más influyentes. Como ha explicado José Ángel Cuadrado, coordinador digital de COPE, en 'Herrera en COPE', herramientas como ChatGPT ya son utilizadas por 800 millones de personas cada día, mientras que empresas como NVIDIA han disparado su valor bursátil hasta convertirse en una de las compañías más punteras del mundo.Esta revolución tecnológica trae consigo la aparición de nuevas profesiones, como la de orquestador de agentes de IA. Según Cuadrado, se trata de un perfil profesional capaz de controlar varios sistemas de inteligencia artificial para que trabajen de forma autónoma en la consecución de objetivos, dando inicio a lo que se conoce como la era agéntica.Un ejemplo concreto lo ha ofrecido Enrique Polo de Lara, director general de Salesforce en España, quien ha adelantado que en 2026 un agente de IA ...

As the year wraps up, we are replaying some of our favorite conversations from 2025, including this one!Customer lifetime value is a critical KPI, but with customer acquisition costs rapidly rising, what can brands do to successfully build long-term value for the business?Agility requires seeing past vanity metrics to the durable value hidden in customer relationships. When customer acquisition costs climb and privacy affects easy targeting, only nimble brands—those that align teams, data, and KPIs around lifetime value—stay ahead.All of this (and a few more things) are discussed in the recently-released Klaviyo B2C Report. To discuss it, I'd like to welcome Jamie Domenici, CMO at Klaviyo. About Jamie Domenici Jamie is Chief Marketing Officer at Klaviyo, the only CRM built for consumer brands. She has served as the Chief Marketing Officer since August 2023. With more than 20 years of experience in SaaS Marketing, Jamie has become a pioneer in SMB Marketing and a champion for small businesses. Prior to Klaviyo, Jamie served as the CMO of GoTo, a provider of SaaS and cloud- based remote work tools for collaboration and IT management, and before that, she held various marketing leadership positions at Salesforce for over ten years. Jamie holds a B.A. in International Relations from California State University, Chico. Jamie lives in the San Francisco Bay Area with her husband and two daughters. Jamie Domenici on LinkedIn: https://www.linkedin.com/in/jdomenici/ Resources Klaviyo: https://www.klaviyo.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow Catch the future of e-commerce at eTail Palm Springs, Feb 23-26 in Palm Springs, CA. Go here for more details: https://etailwest.wbresearch.com/ Enjoyed the show? Tell us more at and give us a rating so others can find the show at: https://ratethispodcast.com/agileConnect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.showCheck out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company

In the biggest, most shameless holiday name-drop of the year, Katie and Danny bring you – in no particular order – insights from Sam Altman of OpenAI, AMD's Lisa Su, Klarna CEO Sebastian Siemiatkowski, Satya Nadella from Microsoft, Matthew Prince of Cloudflare, Arthur Mensch of Mistral AI, Sir Demis Hassabis of Google DeepMind, Marc Benioff from Salesforce, and Anthropic's Dario Amodei.A whole smattering of billionaires, with a Nobel laureate mixed in too. So, what have they all told us about the AI rollout and what it really means? This is the first of a two-part Christmas extravaganza, where we look back at the world of AI covered on the pod with more than a year's worth of big-tech leaders returning to help us distinguish the potential of AI from the reality. (Just don't mention the B-word!) Hosted on Acast. See acast.com/privacy for more information.

Welcome to the What's Next! Podcast with Tiffani Bova. As we approach the end of the year, I'm pausing to look back and celebrate all of the wonderful guests that I had the honor of speaking to on the show. And based on your feedback, many of these guests resonated with you as well so we're giving you another chance to revisit the stories, insights, and lessons you loved most in 2025!   This week, I'm excited to highlight an episode with Steve Lucas.   Steve is a seasoned executive with nearly 30 years of experience in enterprise software leadership. As the CEO of Boomi, he spearheads efforts to connect the world through a transformative technology platform. Previously, he was the CEO of Marketo and iCIMS. At Marketo, he transformed the company's sales, marketing, and product strategies, culminating in its 2018 acquisition by Adobe. At iCIMS, he introduced the Talent Cloud, enabling 40% of the Fortune 100 to hire millions of employees annually. Earlier roles included senior executive positions at Adobe, SAP, Salesforce, and BusinessObjects.      THIS EPISODE IS PERFECT FOR…business leaders navigating digital transformation, especially those eager to understand how AI will reshape organizations.  TODAY'S MAIN MESSAGE…it's easy to get swept up in the hype around AI, but what does transformation actually look like in practice? Steve explores the dramatic shift AI is bringing to enterprise software, from the rise of AI agents to the decline of traditional user interfaces. He shares how businesses can prepare for an agentic future where success will depend on collaboration between humans and AI.  KEY TAKEAWAYS:  - Human resistance to change is often about trust and not capability  - AI won't replace humans but augment them (if we allow it)  - Leaders should focus less on tools and more on the business outcomes they unlock    WHAT I LOVE MOST… Steve's reminder that in a world full of hype and disruption, trust is still the currency that matters most. No matter how powerful AI becomes, if people don't trust it—or the companies using it—it won't deliver value.    Running Time: 28:44      Subscribe on iTunes       Find Tiffani Online:  LinkedIn  Facebook  X      Find Steve Online:  LinkedIn    Steve's Book:  Digital Impact: The Human Element of AI-Driven Transformation 

Tableau Hall of Fame Visionary, Next Level Tableau Founder, and former Makeover Monday co-lead Andy Kriebel is the final guest of season 6!Zach and Andy dive deep into the evolving Tableau community landscape. They unpack the challenges and opportunities for engagement amid major shifts, like Salesforce's acquisition of Tableau, and the migration of vibrant discussions from Twitter to LinkedIn. Andy shares his concerns about the waning emphasis on Tableau Desktop at events such as DataFam Europe, while both host and guest stress the vital role community plays in sparking innovation and keeping users inspired. The conversation also explores fresh strategies to attract and retain members in this changing era.Plus, Andy offers valuable insights from his teaching with Next Level Tableau, highlighting how it accelerates skill-building and creates a supportive space for users ready to elevate their expertise. A must-listen for anyone passionate about the future of the Tableau ecosystem!

http://www.sherylkline.com/blogMy young memories of the holidays were a little tricky and not always as joyous as I imagined they were for everyone else. If that's you during this holiday season, I'm sending big hugs and deep gratitude for being a part of the Fearless Female Leadership family. If you're relaxing and enjoying family and friends, I'm also sending the same to you, and I truly believe that time is the absolute best gift of all!Without you, there would be no Fearless Female Leadership community. As we approach 10 years of this work (speaking from stages, coaching incredible female executives and their teams, and now leading peer advisory masterminds) I'm in awe of the compounded impact that you all have had!Thank you for showing up.Thank you for speaking up.Thank you for leading with courage, heart, and impact… often in rooms that ask more of you than they should.I also want to share a few milestones I'm celebrating with The Zone Lab. We've formed new partnerships with Women in Securitization, Women in Product, and we renewed our partnership with Athena Alliance. All are organizations deeply aligned with advancing women in leadership.One highlight I'm especially excited about: I'll be leading a Rising Stars peer advisory cohort with Women in Securitization. It's a powerhouse group of 12 high-potential female leaders on the fast track to executive roles. We'll be working together in a hybrid format… meeting in person at their conference in February, gathering virtually throughout the year, and culminating with an in-person mastermind celebration in New York City next December. I couldn't be more energized by this work.On a personal note, there have been some meaningful moments at home too. My son Dan just turned 30 (which feels impossible), and I couldn't be prouder of him (or of his siblings, Ryan and Megan.) My husband Scott also had a big birthday (I'll just say it's double Dan's

Eric Bigger welcomes fellow The Bachelorette alum Anthony Battle for a powerful conversation on somatic awareness, vulnerability, and spiritual growth. If you want to deepen your spiritual fitness and connect with your inner world in a more embodied way, this episode gives you the place to begin.About Anthony Battle:Anthony Battle's journey spans many worlds, from Division I football at Northwestern and international teaching as a Fulbright Scholar, to tech sales at LinkedIn and Salesforce, television as a Bachelorette contestant and SAG actor, and advanced studies in literature, philosophy, yoga, and consciousness with a Master's degree from CIIS. Each environment has served as a cornerstone in what he calls his Cathedral, a personal architecture forged through physical, mental, and spiritual discipline. As a consciousness guide, Anthony supports individuals in mapping and constructing their own inner worlds to align with not only their personal goals but also do so in right relationship to others in romance, in friendship, and so on. He is honored and grateful to share his practice.Website: https://www.anthonybattle.comLinktree:https://linktr.ee/siranthonybattle?utm_source=ig&utm_medium=social&utm_content=link_in_bio&fbclid=PAZXh0bgNhZW0CMTEAc3J0YwZhcHBfaWQMMjU2MjgxMDQwNTU4AAGnG88Xoh4SlfaI4HI9B6u8hltd-uyS2eYsiCn2hk9aXDRQrPNC3QVXaNio1Y0_aem_XXAxZAkq7xivYBXCvgVA8QShop IYLA: https://iylia.com/Use promo code EB20 for IYLIA champagne, offering 20% off on orders up to $200Check out Miracle Season's collection: https://itsmiracleseason.co/collections/frontpageWork with me: https://www.ericbigger.com/workwithme?utm_source=podcast&utm_medium=podcast&utm_campaign=work_with_m...Connect with Simplified Impact: https://hubs.ly/Q02vvMJ90

Xmas Special: Why project management tools fail software development - and what works instead! In this BONUS episode, we dive deep into The Project Management Trap, continuing our exploration from Episode 1 where we established that software is societal infrastructure being managed with tools from the 1800s. We examine why project management frameworks - designed for building railroads and ships - are fundamentally misaligned with software development, and what happens when we treat living capabilities like construction projects with defined endpoints. The Origin Story - Where Project Management Came From "The problem isn't that project management is bad. The problem is that software isn't building a railroad or a building, or setting up a process that will run forever (like a factory)." Project management emerged from industries with hard physical constraints - building the Transcontinental Railroad in the 1860s, coordinating factory machinery, managing finite and expensive materials. The Gantt chart, invented in the 1910s for factory scheduling, worked brilliantly for coordinating massive undertakings with calculable physics, irreversible decisions, and clear completion points. When the rails met, you were done. When the bridge was built, the project ended. These tools gave us remarkable precision for building ships, bridges, factories, and highways. But software operates in a completely different reality - one where the raw materials are time and brainpower, not minerals and hardware, and where the transformation happens in unique creative moments rather than repeated mechanical movements. The Seductive Clarity Of Project Management Artifacts "In software, we almost never know either of those things with certainty." Project management is tempting for software leaders because it offers comforting certainty. Gantt charts show every task laid out, milestones mark clear progress, "percent complete" gives us a number, and a defined "done" promises relief. The typical software project kickoff breaks down into neat phases: requirements gathering (6 weeks), design (4 weeks), development (16 weeks), testing (4 weeks), deployment (2 weeks) - total 32 weeks, done by Q3. Leadership loves this. Finance can budget it. Everyone can plan around it. But this is false precision. Software isn't pouring concrete where you measure twice and pour once. Every line of code is a hypothesis about what users need and how the system should behave. That 32-week plan assumes we know exactly what to build and exactly how long each piece takes - assumptions that are almost never true in software development. The Completion Illusion "Software products succeed by evolving. Projects end; products adapt." "Done" is the wrong goal for living software. We expand on the Slack story from Episode 1 to illustrate this point. If Slack's team had thought in project terms in 2013, they might have built a functional tool with channels, direct messages, file sharing, and search - shipped on time and on budget by Q2 2014, project complete. But that wasn't the end; it was the beginning. Through continuous user feedback and evolution, Slack added threaded conversations (2017), audio/video calls (2016), workflow automation (2019), and Canvas for knowledge management (2023). Each wasn't maintenance or bug fixing - these were fundamental enhancements. Glass's research shows that 60% of maintenance costs are enhancements, not fixes. By 2021, when Salesforce acquired Slack for $27.7 billion, it bore little resemblance to the 2014 version. The value wasn't in that initial "project" - it was in the continuous evolution. If they'd thought "build it, ship it, done," Slack would have died competing against HipChat and Campfire. When Projects Succeed (Well, Some Do, Anyway) But Software Fails "They tried to succeed at project management. They ended up failing at both software delivery AND project management!" Vasco references his article "The Software Crisis is Real," examining five distinct cases from five different countries that represent what's wrong with project thinking for software. These projects tried hard to do everything right by project management standards: detailed requirements (thousands of pages), milestone tracking, contractor coordination, hitting fixed deadlines, and proper auditing. What they didn't have was iterative delivery to test with real users early, feedback loops to discover problems incrementally, adaptability to change based on learning, or a "living capability" mindset. Project thinking demanded: get all requirements right upfront (otherwise no funding), build it all, test at the end, launch on deadline. Software thinking demands: launch something minimal early, get real user feedback, iterate rapidly, evolve the capability. These projects succeeded at following project management rules but failed at delivering valuable software. What Software-Native Delivery Management Looks Like "Software is unpredictable not because we're bad at planning - it's unpredictable because we're creating novel solutions to complex problems, and in a completely different economic system." If not projects, then what? Vasco has been exploring this question for years, since publishing the NoEstimates book. The answer starts with thinking in products and capabilities, not projects - recognizing that products have ongoing evolution, capabilities are cultivated and improved rather than "delivered" and done, and value is measured in outcomes rather than task completion. Instead of comprehensive planning, we need iteration and constant decision-making based on validated hypotheses: start with "We believe users need X," run experiments by building small and testing with real users, then learn and adapt. Instead of fixed scope, define the problem (not the solution), allow the solution to evolve as you learn, and optimize for learning speed rather than task completion.  The contrast is clear: project thinking says "We will build features A, B, C, D, and E by Q3, then we're done." Software-native thinking says "We're solving problem X for users. We'll start with the riskiest hypothesis, build a minimal version, ship it to 100 users next week, and learn whether we're on the right track." The appropriate response to software's inherent unpredictability isn't better planning - it's faster learning. References for Further Reading Vasco Duarte's article on the Software Leadership Workshop newsletter: "The Software Crisis is Real"  Glass, Robert L. "Facts and Fallacies of Software Engineering" - Fact 42: "Enhancement is responsible for roughly 60 percent of software maintenance costs. Error correction is roughly 17 percent. Therefore, software maintenance is largely about adding new capability to old software, not fixing it." NoEstimates Book: How To Measure Project Progress Without Estimating Slack evolution timeline: Company history and feature releases  The unexpected design challenge behind Slack's new threaded conversations Slack voice and video chat Slack launches admin workflow automation and announcement channels  Meet Slack Canvas - Slack's answer to the knowledge management problem. About Vasco Duarte Vasco Duarte is a thought leader in the Agile space, co-founder of Agile Finland, and host of the Scrum Master Toolbox Podcast, which has over 10 million downloads. Author of NoEstimates: How To Measure Project Progress Without Estimating, Vasco is a sought-after speaker and consultant helping organizations embrace Agile practices to achieve business success. You can link with Vasco Duarte on LinkedIn.

Send us a textA wave of funding announcements, acquisitions, and product launches highlights how quickly AI, data, and customer engagement technologies are converging across the enterprise. Significant financings for PhysicsX, Vultr, and Vellum signal strong investor confidence in platforms that support AI-native workloads, applied intelligence, and modern infrastructure, while Capgemini's acquisition of WNS underscores growing demand for large-scale, technology-enabled business transformation services. On the customer and marketing side, deeper integrations and feature expansions from CallMiner, Hightouch, Insight7, Jasper, Oktopost, and Salesforce reflect a shift toward real-time intelligence, personalization, and content automation embedded directly into core CRM and contact center ecosystems. Collectively, these developments suggest the market is moving beyond point solutions toward tightly integrated platforms that combine data, AI, and execution at enterprise scale.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 vendors. Finally, we analyzed future trends and how they might shape the enterprise software industry.Video: https://www.youtube.com/watch?v=SKJ7uZQ3sRAQuestions for Panelists?

Tech stocks lift Wall Street, but AI is creating both breakout winners and deep value traps. Investors grapple with whether laggards like Adobe, Salesforce and GoDaddy are bargains or warnings. Gold and silver surge to record highs as rate cuts, deficits and policy risk drive demand. A high-stakes bidding war pits Netflix against Paramount for Warner Bros Discovery, with shareholders watching closely. Asia offers mixed signals, from China Vanke’s debt reprieve to HTC’s AI smart-glasses push and Johor industrial buys. All this and more, hosted by Michelle Martin with Ryan Huang. Companies mentioned today: Nvidia, Adobe, Salesforce, GoDaddy, Gartner, Micron Technology, Netflix, Paramount, Warner Bros Discovery, China Vanke, HTC, CapitaLand Malaysia Trust, Ever Glory United, Seatrium, Yangzijiang Shipbuilding, Thai Beverage.See omnystudio.com/listener for privacy information.

Key topics covered include:-How to match CRM platforms to firm size, growth trajectory, and long-term vision.-Why integration and automation are critical to improving operational efficiency.-The differences in analytics, reporting, and dashboards across Redtail, Wealthbox, and Salesforce.-How clean, connected data enhances client experience and firm value.-Why advisors should “run their business as if they're selling it tomorrow”.This episode offers practical insight for advisors who are evaluating a CRM for the first time, considering a platform change, or simply want to understand how better data strategy can unlock more time, clarity, and growth.Download our whitepaper here: https://jedidatabasesolutions.com/resources/  Learn more about our companies and resources:-Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com-Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com-Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com-JEDI Database Solutions | Technology Solutions for Advisors: https://jedidatabasesolutions.com  Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Key topics covered include:

AGENDA: 03:48 Founder of the Year 2025 06:58 Product of the Year 10:05 Fund of the Year 20:52 Breakout Companies of 2025: Who Made the Biggest Impact? 26:57 Biggest Surprises of 2025 32:57 Predictions for 2026: Top Performing Tech Stocks of the Year 35:25 B2B Stocks to Watch 38:31 Why Salesforce Could Be the Buy of 2026 47:11 Google, Meta, Apple, NVIDIA, Microsoft: Buy One, Short One 55:38 IPO Speculations: Who Will Go Public in 2026 01:00:57 The Impact of AI on Employment  

Xmas Special: Software Industry Transformation - Why Software Development Must Mature Welcome to the 2025 Xmas special - a five-episode deep dive into how software as an industry needs to transform. In this opening episode, we explore the fundamental disconnect between how we manage software and what software actually is. From small businesses to global infrastructure, software has become the backbone of modern society, yet we continue to manage it with tools designed for building ships in the 1800s. This episode sets the stage for understanding why software development must evolve into a mature discipline. Software Runs Everything Now "Without any single piece, I couldn't operate - and I'm tiny. Scale this reality up: software isn't just in tech companies anymore." Even the smallest businesses today run entirely on software infrastructure. A small consulting and media business depends on WordPress for websites, Kajabi for courses, Stripe for payments, Quaderno for accounting, plus email, calendar, CRM systems, and AI assistants for content creation. The challenge? We're managing this critical infrastructure with tools designed for building physical structures with fixed requirements - an approach that fundamentally misunderstands what software is and how it evolves. This disconnect has to change. The Oscillation Between Technology and Process "AI amplifies our ability to create software, but doesn't solve the fundamental process problems of maintaining, evolving, and enhancing that software over its lifetime." Software improvement follows a predictable pattern: technology leaps forward, then processes must adapt to manage the new complexity. In the 1960s-70s, we moved from machine code to COBOL and Fortran, which was revolutionary but led to the "software crisis" when we couldn't manage the resulting complexity. This eventually drove us toward structured programming and object-oriented programming as process responses, which, in turn, resulted in technology changes! Today, AI tools like GitHub Copilot, ChatGPT, and Claude make writing code absurdly easy - but writing code was never the hard part. Robert Glass documents in "Facts and Fallacies of Software Engineering" that maintenance typically consumes between 40 and 80 percent of software costs, making "maintenance" probably the most important life cycle phase. We're overdue for a process evolution that addresses the real challenge: maintaining, evolving, and enhancing software over its lifetime. Software Creates An Expanding Possibility Space "If they'd treated it like a construction project ('ship v1.0 and we're done'), it would never have reached that value." Traditional project management assumes fixed scope, known solutions, and a definable "done" state. The Sydney Opera House exemplifies this: designed in 1957, completed in 1973, ten times over budget, with the architect resigning - but once built, it stands with "minimal" (compared to initial cost) maintenance. Software operates fundamentally differently. Slack started as an internal tool for a failed gaming company called Glitch in 2013. When the game failed, they noticed their communication tool was special and pivoted entirely. After launching in 2014, Slack continuously evolved based on user feedback: adding threads in 2017, calls in 2016, workflow builder in 2019, and Canvas in 2023. Each addition changed what was possible in organizational communication. In 2021, Salesforce acquired Slack for $27.7 billion precisely because it kept evolving with user needs. The key difference is that software creates possibility space that didn't exist before, and that space keeps expanding through continuous evolution. Software Is Societal Infrastructure "This wasn't a cyber attack - it was a software update gone wrong." Software has become essential societal infrastructure, not optional and not just for tech companies. In July 2024, a faulty software update from cybersecurity firm CrowdStrike crashed 8.5 million Windows computers globally. Airlines grounded flights, hospitals canceled surgeries, banks couldn't process transactions, and 911 services went down. The global cost exceeded $10 billion. This wasn't an attack - it was a routine update that failed catastrophically. AWS outages in 2021 and 2023 took down major portions of the internet, stopping Netflix, Disney+, Robinhood, and Ring doorbells from working. CloudFlare outages similarly cascaded across daily-use services. When software fails, society fails. We cannot keep managing something this critical with tools designed for building physical things with fixed requirements. Project management was brilliant for its era, but that era isn't this one. The Path Ahead: Four Critical Challenges "The software industry doesn't just need better tools - it needs to become a mature discipline." This five-episode series will address how we mature as an industry by facing four critical challenges: Episode 2: The Project Management Trap - Why we think in terms of projects, dates, scope, and "done" when software is never done, and how this mindset prevents us from treating software as a living capability Episode 3: What's Already Working - The better approaches we've already discovered, including iterative delivery, feedback loops, and continuous improvement, with real examples of companies doing this well Episode 4: The Organizational Immune System - Why better approaches aren't universal, how organizations unconsciously resist what would help them, and the hidden forces preventing adoption Episode 5: Software-Native Organizations - What it means to truly be a software-native organization, transforming how the business thinks, not just using agile on teams Software is too important to our society to keep getting it wrong. We have much of the knowledge we need - the challenge is adoption and evolution. Over the next four episodes, we'll build this case together, starting with understanding why we keep falling into the same trap. References For Further Reading Glass, Robert L. "Facts and Fallacies of Software Engineering" - Fact 41, page 115  CrowdStrike incident: https://en.wikipedia.org/wiki/2024_CrowdStrike_incident  AWS outages: 2021 (Dec 7), 2023 (June 13),  and November 2025 incidents  CloudFlare outages: 2022 (June 21), and November 2025 major incident  Slack history and Salesforce acquisition: https://en.wikipedia.org/wiki/Slack_(software)  Sydney Opera House: https://en.wikipedia.org/wiki/Sydney_Opera_House About Vasco Duarte Vasco Duarte is a thought leader in the Agile space, co-founder of Agile Finland, and host of the Scrum Master Toolbox Podcast, which has over 10 million downloads. Author of NoEstimates: How To Measure Project Progress Without Estimating, Vasco is a sought-after speaker and consultant helping organizations embrace Agile practices to achieve business success. You can link with Vasco Duarte on LinkedIn.

Show Notes: Isa D'Elia, co-founder of GoalBridge, an AI startup in stealth mode opens the conversation with a brief overview of her background, mentioning she was at Amazon for five years and her co-founder, Vedant, was a software engineer at a financial institution in India. The Origin Story of GoalBridge Isa met her business partner in Berkeley Haas Business school. Through many discussions, they identified a problem in the consulting industry where consultants spent too much time on admin and manual work. They saw an opportunity to use AI to automate these tasks, leading to the creation of GoalBridge. Isa describes how they started working on GoalBridge, entering accelerators, and doing pivots. GoalBridge Iterations They found a design partner who needed a solution to discover their work within SharePoint, Google Drive, CRM, and email. GoalBridge's first iteration was a search AI agent that taps into various platforms to understand the context of engagements. The tool is called "building the brain of a firm" and has been tested with clients, leading to the development of additional agents. Isa introduces the first agent they built, a proposal building agent, which focuses on storyboarding proposals. Dealing with Non-billable Work Streams Consultants often complain about the tediousness of writing proposals, which are non-billable work streams. The agent helps create cohesive stories for proposals by using information from various sources and allowing iterations. They have a roadmap of additional agents to help consultants focus on strategy work rather than manual tasks. GoalBridge's Ideal Customer Profile When asked about the ideal customer profile for GoalBridge, Isa confirms they are targeting SMBs and tier two consulting firms, as larger firms have the resources to build their own tools. Currently, they have signed letters of intent with larger firms, indicating interest in their solution. The tool is designed to help consultants tap into strategy more effectively by automating manual tasks. Goalbridge's Access to Data The conversation turns to the limitations of GoalBridge in terms of access to data. Isa explains that the tool only accesses data that the user has access to, such as their email and specific folders in Google Drive or SharePoint. The tool acts as an AI agent that can quickly scan and understand the context of the data the user has access to. She talks about the challenges of accessing data that is not organized in SharePoint or Google Drive, such as emails. AI Agent that Writes Case Studies and Compendiums Isa introduces the project closeout agent, which helps partners extract and share information, write case studies and compendiums for projects. The agent anonymizes data and creates a cohesive story from various sources, including emails. This agent addresses the issue of knowledge management being left to good intentions and helps capture project context. The closeout agent can also be used for older projects. Demonstrating GoalBridge Isa shows the tool's interface, which includes a project creation feature, a chat dialog box for queries, and a files tab for uploading documents.   The tool can tap into various platforms like SharePoint, Google Drive, and CRM systems, with current integrations for HubSpot and Salesforce. They talk about the tool's ability to find examples of old projects and provide feedback on proposals. Isa explains the limitations of GoalBridge in terms of access to data. The tool only accesses data that the user has access to, such as their email and specific folders in Google Drive or SharePoint. The tool acts as an AI agent that can quickly scan and understand the context of the data the user has access to. She also talks about the challenges of accessing data that is not organized in SharePoint or Google Drive, such as emails. Primary Use Cases for GoalBridge Isa outlines the primary use cases for GoalBridge, including partners finding examples of old projects, engagement managers leveraging formatting, and associates copying slides. They discuss the potential for the tool to create PowerPoint presentations and provide feedback on them. Isa mentions future agents in the roadmap, such as a case study writing agent and a pricing strategy agent. The tool is designed to help consultants at all levels by automating manual tasks and improving the quality of their work. Security Concerns and Data Privacy On the issue of security and data privacy when giving external firms access to sensitive data, Isa explains that they have a separate server hosting client data, ensuring it is secure and not accessible by other clients. They are working on SOC 2 certification to further assure clients of their security measures. The tool does not train on client data, ensuring IP is protected and not used for other purposes. When it comes to pricing, Isa mentions their willingness to discuss pricing on a case-by-case basis. Timestamps: 00:02: GoalBridge AI Startup Introduction 02:19: Development and Initial Success of GoalBridge 03:36: Proposal Building Agent and Future Plans 05:59: Target Market and Ideal Customer Profile 09:20:Privacy and Access Limitations 11:25: Project Closeout Agent and Additional Use Cases 15:58: Demonstration of GoalBridge Tool 21:57: Primary Use Cases and Future Agents 22:55: Security and Data Privacy Links: Website: www.GoalBridge.ai Email: isa@GoalBridge.ai   This episode on Umbrex: https://umbrex.com/unleashed/episode-629-isa-deila-co-founder-of-goalbridge/ Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at www.umbrex.com. *AI generated timestamps and show notes.    

In this episode, Steve Fretzin and Charlie Gaudet discuss:Moving beyond hard work toward sustainable growthEscaping the founder-centered business modelOutperforming talent using systems Protecting time as the highest-leverage asset Key Takeaways:Hard work eventually becomes a liability when it replaces strategy, systems, and recovery. Sustainable growth requires designing the business so it scales without destroying the founder's health or capacity.Businesses stall when the founder becomes the bottleneck for decisions, delivery, and growth. Long-term scale only happens when systems and teams replace heroic individual effort.Top performers win not because they work harder, but because their systems reduce variation and create consistency. Documented, measurable processes turn small improvements into repeatable, compounding gains.Return on Time matters more than effort, activity, or hours worked. Delegation, automation, and pricing strategy free leaders to focus on high-impact thinking instead of constant execution. "They have to look at ROT, which is return on time… Where are they spending the time, and how do they maximize their time?… Raise your rate… leverage AI… More and more attorneys are able to get more done in less time when they can leverage AI in the right way." —  Charlie Gaudet Check out my new show, Be That Lawyer Coaches Corner, and get the strategies I use with my clients to win more business and love your career again. Ready to go from good to GOAT in your legal marketing game? Don't miss PIMCON—where the brightest minds in professional services gather to share what really works. Lock in your spot now: https://www.pimcon.org/ Thank you to our Sponsor!Rankings.io: https://rankings.io/ Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/ About Charlie Gaudet: Charlie Gaudet is the author of “The Predictable Profits Playbook: The 7- and 8-Figure CEOs' Guide to Generating Consistent and Sustainable Growth“ (voted #1 Book on Sales & Marketing by Indie Excellence) and host of The Beyond 7-Figures Podcast.The International Business Times called him “The Go-To Business Coach for 7- and 8-Figure Businesses” and perhaps the “busiest sales coach in the US.“GritDaily said Gaudet is: “regarded in entrepreneurial circles as one of the top coaches for helping entrepreneurs surpass the seven and eight-figure mark.”Yahoo Finance referred to him as: “The CEO Whisperer.”CEO Weekly said he was one of the top 10 “Innovative CEOs to Follow.”And he's listed at the top of several “Best Business Coach”  lists.He's been an entrepreneur since the age of 4, created his first multi-million dollar business at 24, and has helped others generate millions with his strategies.He's received numerous awards and recognition (including founding a company named as “One of the Best Seed Stage Companies” by Ernst & Young), received his Certificate of Leadership Development from The US Army War College and has his business advice featured around in the world – including Inc., Forbes, Salesforce, Success, Entrepreneur, and Fox Business – as well as on podcasts and radio.He was named one of American Genius's Top 50 Industry Influencers.He trains in Brazilian Jiu-Jitsu (two gold medal finishes) and is a 3-time wrestling state champion. He lives in Florida with his beautiful wife, three adorable kid-preneurs, and one badass dog. Connect with Charlie Gaudet:  Website: https://predictableprofits.com/  Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911 Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

20-25 Minuten Zeitersparnis pro Lead. Klingt gut? Ist es auch. In diesem Interview spreche ich mit Sascha und Marc – den Bell-Brüder – über das Thema, das viele Unternehmer falsch machen: CRM-Systeme richtig nutzen. Nicht nur haben, sondern richtig nutzen. Mit KI. Mit KI-Agents. Mit Automatisierung.Die Wahrheit ist: Die meisten Unternehmer fahren einen Porsche 911 Turbo im ersten Gang. Sie haben Hubspot, Salesforce oder ein anderes CRM – aber sie nutzen vielleicht 10 % der Möglichkeiten. Und das kostet Geld. Jeden Tag.In diesem Interview erfährst du:

Shawn and Daniel break down Snap Inc., a camera-based social media platform with nearly one billion monthly users. IN THIS EPISODE, YOU'LL LEARN: 00:00:00 – Intro 00:08:25 – Why Snapchat, being a founder-led company, is less than ideal in this case 00:09:15 – Why Snapchat is unlikely to be acquired any time soon 00:17:49 – How Snapchat almost didn't become a hit, and what made it suddenly so popular 00:39:24 – Why growth internationally is actually worsening Snapchat's unit economics 00:45:12 – What to know about how the company is dipping its toes into artificial intelligence 00:48:01 – Whether subscriptions can save Snapchat's business model 00:57:55 – Why it has been so much harder for Snapchat to make its unit economics work relative to peers 01:07:08 – How to think about modeling SNAP's intrinsic value 01:07:29 – Whether Shawn and Daniel add SNAP to their Intrinsic Value Portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sign up for the waitlist(!)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Sign up for The Intrinsic Value Newsletter. Shawn & Daniel use Fiscal.ai for every company they research — use their referral link to get started with a 15% discount! Snap's investor relations page. Acquired's podcast coverage of Snap. Why Snap CEO Evan Spiegel is betting on smart glasses. Explore our previous Intrinsic Value breakdowns: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Transdigm, Salesforce, Berkshire Hathaway, FICO, PayPal, Uber, Nike, Amazon, Airbnb, Alphabet. Related ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠books⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ mentioned in the podcast. Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try Shawn's favorite tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ SPONSORS Support our free podcast by supporting our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠sponsors⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: - Public.com⁠⁠ - See the full disclaimer ⁠⁠here⁠⁠. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

In this CPQ Podcast episode, Frank Sohn talks with Calvin Chow, Senior Director at Slalom Consulting, about what it really takes to move from Salesforce CPQ to Salesforce Revenue Cloud (RCA/ARM). Calvin has hands-on experience with multiple CPQ platforms — including PROS, Apttus (now Conga), Salesforce CPQ / Revenue Cloud, Zuora CPQ, and Vlocity — and shares what he wishes he had known about the end-to-end quote-to-cash process earlier in his career. Calvin explains how Slalom supports mid-size to Fortune 500 customers with strategy, process improvement, data management, and CPQ/Billing transformations, and walks through lessons learned from nearly 10 Salesforce CPQ to RCA/ARM migration projects. He highlights why RCA is more complex than many teams expect, why data migration is the single most critical success factor, and how to rethink processes when moving to usage-based and consumption billing models. The conversation also explores the growing role of AI, agents, and Agentforce in Revenue Cloud. Calvin shares real use cases where agents help create quotes, support renewals, and provide product and pricing recommendations — and why he believes AI will augment sales teams rather than replace them, with over 50% of Slalom's recent projectsnow involving AI and Agentforce. On a lighter note, Calvin also reveals his passion as a coffee connoisseur and aspiring future barista, adding a personal touch to a highly practical, insight-rich episode for anyone serious about CPQ, quote-to-cash, and Salesforce Revenue Cloud migrations.

What happens when economic volatility, tariff pressure, AI disruption, and shifting distributor behavior all collide in the same quarter?In this episode, Kevin and Tom unpack a whirlwind week inside wholesale distribution, revealing how new data, emerging AI workflows, and tariff rulings are reshaping strategy across the channel.Listeners gain a front-row view into the real conversations shaping 2025: revenue headwinds, inventory tightening, economic softening, distributor risk posture, and how AI agents are redefining customer-facing operations.What You'll Learn:Why distributors are tightening inventory positions heading into 2025, and what “flat inventories” actually signal about downstream demand.How upcoming tariff rulings and active lawsuits (like Costco's) may reshape pricing models, contract structures, and channel profitability.Why AI agents from Amazon, Salesforce, and emerging tools will transform inside sales, service platforms, counter operations, and multi-branch workflows.How economic signals, PCE, sentiment scores, personal spending, and Fed pacing, will shape capital planning into mid-2025.The competitive gap forming between distributors who unify data vs. those still operating silo-based systems.Episode Highlights:03:11 – Why this past holiday week felt like a 3-week sprint for operators and sales teams10:44 – Breaking down the PCE report, sentiment data, and the Fed's rate-cut trajectory18:26 – Are mortgage rates returning to the “fours”? A practical take on borrowing costs27:15 – Mohamed El-Erian's latest economic lens and why 2 percent inflation may be the wrong benchmark40:02 – Flat U.S. inventory levels and what that means for 2025 distributor demand53:19 – Costco's bold lawsuit over tariffs, and whether refunds to consumers are even logistically possible01:05:12 – Why Amazon's new AI agents increase competitive pressure on distributors01:17:50 – The rise of blueprint-driven AI takeoff tools (Home Depot, Lowe's, and the coming B2B wave)Tools, Frameworks & Strategies Mentioned:AI Agents for Distribution Ops (Amazon Connect, Salesforce Agentforce)Data Unification for AI Readiness (LeadSmart Platform + Data Cloud methodology)Synthetic Data for forecasting and demand simulationB2B Digital Takeoff Systems used by contractors and enterprise distributorsTariff Litigation Modeling driven by channel economicsClosing Insight:“AI isn't replacing distributors, AI is replacing the distributors who refuse to modernize.” This episode makes one message clear: the teams who unify their data, modernize their workflows, and embrace AI-assisted operations will define the next decade of competitive advantage.Leave a Review: Help us grow by sharing your thoughts on the show.Learn more about the LeadSmart AI B2B Sales Platform: https://www.leadsmarttech.com/ Join the conversation each week on LinkedIn Live.Want even more insight to the stories we discuss each week? Subscribe to the Around The Horn Newsletter.You can also hear the podcast and other excellent content on our YouTube Channel.Follow us on Facebook, Twitter, Instagram, or TikTok.

After serving as Chief Legal Officer and then CFO at Salesforce, Amy Weaver sought a new challenge. She is now CEO of Direct Relief, which she tells host Jeff Berman is "the largest, most efficient, most effective, and most impactful global humanitarian group that you may never have heard of.” Weaver reveals scale lessons from Salesforce and how she's now applying them to amplify Direct Relief's vital work.Learn more about Direct Relief: directrelief.orgSubscribe to the Masters of Scale weekly newsletter: https://mastersofscale.com/newsletter/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today on the Salesforce Admins Podcast, we talk to Joshua Birk, Senior Director of Admin Evangelism at Salesforce. Join us as we chat about how Agentforce Vibes can help admins debug code, create documentation, and so much more. You should subscribe for the full episode, but here are a few takeaways from our conversation with […] The post How Agentforce Vibes Speeds Up Admin Workflows appeared first on Salesforce Admins.

In Part 2 of our Building Better Foundations interview with Hunter Jensen, founder and CEO of Barefoot Solutions and Barefoot Labs, we explore how companies can begin adapting their business to AI over the next one to three years. Rather than imagining futuristic scenarios, Hunter keeps the focus on what's already happening—and what leaders must do now to stay ahead. About Hunter Jensen Hunter Jensen is the Founder and CEO of Barefoot Solutions, a digital agency specializing in artificial intelligence, data science, and digital transformation. With over 20 years of experience, Hunter has worked with startups and Fortune 500 companies, including Microsoft and Salesforce, to implement innovative technology strategies that drive measurable ROI. A seasoned leader and expert in the AI space, Hunter helps businesses harness cutting-edge technologies to achieve growth and efficiency. Facebook / Twitter (X) / LinkedIn / Website Where Companies Will See the First Wins When Adapting Their Business to AI Hunter starts by shortening the timeline. Five years is too far; the real transformation is happening in the next 12–36 months. Today's early value comes from AI supporting back-office functions: HR Accounting Research Administrative work These areas already show measurable ROI. But adapting your business to AI isn't just about automating repetitive tasks. "What comes next is using AI to support the thing your business actually does." – Hunter Jensen If you're in cybersecurity, AI will amplify cybersecurity tasks. If you work in finance, AI will speed up analysis and deal preparation. If you're in legal, AI will reshape workflows and client expectations. These shifts mark the second major phase of adapting your business to AI. The Coming Surplus: How AI Redefines Knowledge Work When Adapting Your Business to AI As companies begin adapting their business to AI, productivity skyrockets. Hunter predicts that many teams will get 5x more output from the same number of people. We see this creating a new challenge: a surplus of available work hours. This has already happened in software development. With AI-enhanced coding, the same team can deliver far more in far less time. Hunter warns that other knowledge-work fields—including law, consulting, and analytics—are next in line. "Layoffs are not a growth strategy. You need to innovate." – Hunter Jensen Instead of cutting staff, leaders should redirect excess capacity into new products, services, and innovation. Adapting Your Business to AI Requires Rethinking Your Model The biggest disruption comes not from tools—but from business models. Hunter shares how Barefoot Solutions, after 20 years of hourly-based software development, had to rethink its entire model when adapting its business to AI. With AI writing code faster than ever, traditional hourly billing simply couldn't reflect true value. The result? A shift toward product development, leading to the creation of Compass, an internal AI platform that helps organizations securely use their data. Many industries—especially those built on billable hours—will need to make similar changes. That means exploring: Value-based pricing Productized services Internal tools that create leverage Hybrid service + product offerings Adapting your business to AI means adapting how you make money, not just how you work. What Developers and Students Should Do Now For younger developers or recent graduates, adapting your career to AI is just as important as adapting your business to AI. Hunter recommends: Building strong AI literacy Understanding how to investigate, validate, and critique AI output Learning to integrate AI APIs into real applications Creating proof-of-concept projects that solve real business problems "The best way to learn is by building. Anything. Solve one real pain point." – Hunter Jensen Those projects become powerful résumé builders—and valuable stepping stones into the industry. Why Data Is Now the Ultimate Competitive Advantage The era of "first mover advantage" is over. AI allows competitors to replicate an idea in a weekend. But one thing cannot be cloned: your proprietary data. Hunter argues that adapting your business to AI means treating your data like a strategic asset. Companies with decades of untouched data—financial, healthcare, legal, operational—hold the new competitive moat. If you can use AI to unlock insights from that data, you create advantages no competitor can copy. Turning Disruption Into Opportunity As Hunter explains, adapting your business to AI is not optional: Productivity will surge Pricing models will shift Historic data will become a treasure chest Innovation will define survival But for entrepreneurs, leaders, and developers, this is also the most exciting moment in decades. The companies that adapt will not only survive—they'll lead. Stay Connected: Join the Developreneur Community We invite you to join our community and share your coding journey with us. Whether you're a seasoned developer or just starting, there's always room to learn and grow together. Contact us at info@develpreneur.com with your questions, feedback, or suggestions for future episodes. Together, let's continue exploring the exciting world of software development. Additional Resources Leveraging AI for Business: How Automation and AI Boost Efficiency and Growth Business Automation and Templates: How to Streamline Your Workflow Why Bother With Automated Testing? Building Better Foundations Podcast Videos – With Bonus Content

In this episode we interview Kelley Hippler, Chief Revenue Officer, on what real sales and marketing alignment looks like when revenue is the shared scoreboard. What you'll learn in this episode:Why buyer behavior makes alignment non optional when 80 percent of the journey happens before sales enters the chatHow to set shared revenue goals so marketing stops optimizing for leads and starts optimizing for outcomesThe simple meeting rhythm that keeps marketing close to the forecast and close to what deals needHow Forrester's CMO team used Salesforce to spot late stage pipeline and proactively help reps closeWarning signs you are misaligned like content requests that become expensive shelf decorationsHow a plan on the page helps you say no to shiny ideas without killing creativityWhere marketing can drive value after the deal through retention advocacy and expansionText us what you think about this episode!

Agentforce is everywhere and everything but in speaking to many ISVs, they are still wondering when is the right time to lean into AI with more than just a story. Where in the hype cycle are we is something I wonder about a lot. So I set out to find an ISV that is actually succeeding in the Agentforce world and that journey led me to Igor Stosic, CEO of Quadrix Soft who make Goat Email on the AppExchange, as my next guest on How We Got There. They are actually selling the first Agentforce use cases for customers, which has to be making AEs covering those accounts VERY happy. Igor is based out of Serbia so we touch on the geographical benefits and challenges around being an ISV out of Europe. They've found a lot of success driving leads from the AppExchange from a gtm perspective. We touch on what has been working and mistakes made along the way, sharing transparent feedback about how to build an app that goes wide so you can know what works for customers and lean into those items.But then we dove into the main topic of Agentforce. We touched on various concepts like how they came up with the Agentforce use case, how they monetize the Agentforce element, and much more. A specific example a use case where they use Agentforce is variability of tone based on the location of the customer that you are interacting with - sending an email to someone in the US looks different from sending an email to someone in Germany.If you are curious about Agentforce, this episode is for you. This episode is brought to you by Tequity Advisors . Tequity Advisors is a global sell-side M&A advisory firm with core expertise in SaaS and ISVs, Salesforce, ServiceNow, SAP, Microsoft, all things Data and AI, and the hyper scaler MSP cloud ecosystems with a focus on the Salesforce ecosystem and beyond! #salesforce #isv #gtm #salesforcepartners #appexchange

In this special episode, host Cindi Howson pulls together the most useful, and hard-won, lessons from a year of conversations with Data Chiefs leading the GenAI charge. With generative and agentic AI no longer a side experiment, this episode spotlights five practices early adopters can rely on to move from pilots to profit. Expect straight talk on what to prioritize, how to bring people with you, and how to scale AI with the trust, literacy, and guardrails that make impact stick.Key Moments:Tying AI to Real Dollars with Anand Iyer, Ecolab (02:10): Anand cuts through the GenAI FOMO and brings everything back to a simple survival test: if you can't draw a straight line from an AI initiative to top-line growth or bottom-line savings, it won't last. His lesson is a sharp reminder that “cool” doesn't scale, value does. Leading Through Ambiguity with Karen Stroup, WEX (06:01): Karen names what everyone's feeling: ambiguity is paralyzing. She explains how leaders earn trust by shrinking the unknown into learnable, bite-sized experiments and creating the psychological safety people need to engage instead of resist.Building Practical AI Literacy at Scale with Josh Cunningham, Lloyds Banking Group (12:42):  Josh shares how Lloyds Banking Group makes literacy impactful by meeting people where they are. Rather than one-size-fits-all training, they pair broad fundamentals with role-specific learning so every business unit can build confidence in ways that match their actual work. Scaling Responsible Agentic AI with Noelle Russell, AI Leadership Institute (25:09): Noelle steps in with a practical framework for building agentic systems that don't go rogue. She walks through the POET framework and stresses that responsible AI isn't a final checkpoint. It's something you embed from the first idea to production, with guardrails that protect people and outcomes.Embedding AI Where Work Happens with Ilan Twig, Navan (32:35): Ilan tells a classic early-adopter story: start with a business problem, move fast, and be ruthless about what needs building versus buying. His lesson is that AI wins when it's inside the workflow, supporting decisions at the point of impact rather than living in a separate tool. Don't Let Perfection Stall Progress with Ketan Karkhanis, ThoughtSpot (40:59): Ketan shares a culture gut-check: waiting for perfect metrics, perfect KPIs, or perfect clarity is how progress dies. He argues for visible, trust-building iteration, because in AI, speed to learning beats speed to certainty. Key Quotes:“One thing that people sometimes forget is that at the end of the day, it's all about are we either saving money or making money? And are you able to show that in the bottom line or the top line in a measurable way?” - Anand Iyer“I don't think there's any chief anything officer that should not be considering AI today. I think if you're not considering AI, you are at the risk of being disrupted because you're not going to be learning at the pace with the rest of the industry, and there's someone out there looking for a better way.” - Karen Stroup“It's trying your best to meet people where they are… Finding a way to anchor the [AI] learning to something that's relevant to their day-to-day role is always going to make it land better.” - Josh Cunningham“ When people lose 70% of their trust in you, they just don't buy from you, they don't work for you, they don't talk about you… and your business starts to die. I think that trust component is a human component… and it is underpinning all the other philosophies that I have.” - Noelle Russell“When you asked me about how to educate yourself on AI, I think that companies must make a decision, and quickly, this or that.” - Ilan Twig“ Don't let perfection be the enemy of progress.” - Ketan KarkhanisGuest Bios Anand IyerAnand Iyer is the SVP, Chief Data Officer at Ecolab, where he leads the company's global data and analytics strategy. Based in Mechanicsburg, Pennsylvania, he oversees enterprise data governance, business intelligence, engineering, and advanced analytics to accelerate Ecolab's digital transformation. Since joining in 2018, Anand has held several senior roles, including VP of Enterprise Architecture and VP of Architecture for Commercial Digital Solutions, helping to scale IoT and data-driven platforms across the organization.Karen StroupKaren joined WEX in 2022 as Chief Digital Officer, a newly created role. She brings more than 15 years of experience leading product management, digital, and innovation organizations focused on software as a service offerings, primarily in financial services.Josh CunninghamJosh Cunningham is the Group Head of Data and AI Culture at Lloyds Banking Group, where he leads the Data Culture Pillar—one of five strategic pillars in the Group's data strategy. He is focused on embedding data-driven mindsets across the organization and empowering teams to unlock the full value of data.Noelle RussellNoelle Russell is a multi-award-winning speaker, author, and AI Executive who specializes in transforming businesses through strategic AI adoption. She is a revenue growth + cost optimization expert, 4x Microsoft Responsible AI MVP, and named the #1 Agentic AI Leader in 2025. She has led teams at NPR, Microsoft, IBM, AWS and Amazon Alexa, and is a consistent champion for Data and AI literacy and is the founder of the "I ❤️ AI" Community teaching responsible AI for everyone.Ilan TwigIlan Twig is the co-founder and Chief Technology Officer (CTO) of Navan, the leading modern travel and expense management platform, globally. As CTO, Ilan drives Navan's product development and engineering efforts, leveraging cutting-edge technologies — including AI — to enhance user experience and operational efficiency. Ketan KarkhanisKetan Karkhanis is the CEO of ThoughtSpot, the Agentic Analytics Platform company. Prior to joining the company in September 2024, Ketan was the Executive Vice President and General Manager of Sales Cloud at Salesforce. He returned to Salesforce in March 2022 after his time as the COO of Turvo, an emerging supply-chain collaboration platform.  Hear more from Cindi Howson here. Sponsored by ThoughtSpot.

What if you could turn customer anxiety into confidence and boost conversions with just a few simple design changes? Today we talk about understanding user behavior through data science, and how it can dramatically improve your digital marketing strategy. Join me for a captivating conversation with Mia Umanos, founder of Clickvoyant, where she uncovers the magic behind data science and human behavior. Mia's expertise lies in understanding the nuances of user experience—how design choices and website interactions can trigger emotions that either lead to a sale or a lost customer. In this episode, Mia shares her entrepreneurial journey, discusses how AI is revolutionizing data science, and offers powerful insights into how businesses can create better digital experiences by connecting with customers on a deeper level. Here are the highlights: -Humanizing Digital Experiences: The discussion on how understanding the psychological impact of website design can either reduce anxiety or create friction for users. -The Harvard vs. Yale Example: A compelling comparison of how Harvard's emotional approach to financial aid pages contrasts with Yale's utilitarian design, highlighting the power of connecting with users. -The Role of Subtle Design Tweaks in E-Commerce: Mia shares how simple adjustments—like addressing shipping concerns—can help boost conversion rates in online stores. -The Pitfalls of Over-Automation: An example of how a client's decision to enable multiple upsells at checkout led to a significant decrease in conversions, emphasizing the importance of thoughtful automation. -AI and Mid-Market Businesses: Mia explains how AI can help mid-market businesses gain access to powerful data science tools, previously reserved for larger corporations, to improve customer insights and decision-making. About the guest:  Mia Umanos is a Filipino-American entrepreneur, AI strategist, and data scientist, known for her innovative work in AI-driven marketing analytics and conversion rate optimization. As the CEO and founder of Clickvoyant, an AI-powered analytics platform, Mia transforms raw data into actionable insights, enabling businesses to make informed decisions faster. With over 16 years of experience, Mia has worked with major brands like Apple, Salesforce, and Netflix, and raised $1.4 million in six months while pregnant. She advises companies on integrating AI to enhance human creativity and business growth. Named a Tory Burch Fellow in 2024, Mia is also a passionate advocate for women in AI, particularly from her Filipino heritage, and ensures her company provides flexible, remote jobs to women in the Philippines. Through her work, she aims to create opportunities, equity, and lasting impact. Connect with Mia: Website: https://clickvoyant.com/  LinkedIn: https://www.linkedin.com/in/miaumanos/  Connect with Allison: Feedspot has named Disruptive CEO Nation as one of the Top 25 CEO Podcasts on the web, and it is ranked the number 6 CEO podcast to listen to in 2025! https://podcasts.feedspot.com/ceo_podcasts/  LinkedIn: https://www.linkedin.com/in/allisonsummerschicago/  Website: https://www.disruptiveceonation.com/   #CEO #leadership #startup #founder #business #businesspodcast  Learn more about your ad choices. Visit megaphone.fm/adchoices

Become Unbeatable!Join The Unbeatable Leader Challenge: https://unbeatableleader.com/products/two-day-opt-inIn this deeply honest conversation, Mark Divine sits down with entrepreneur, consciousness leader, and author Scott Britton to explore the missing link between success, fulfillment, and awakening.Scott shares his journey from building and selling a venture-backed tech company to Salesforce to confronting the inner emptiness that achievement alone could not solve. Together, they unpack the intersection of spiritual practice, discipline, identity, leadership, and purpose—and why true growth requires integration, not escape.This episode challenges the belief that spirituality means retreating from life, ambition, or responsibility. Instead, it reveals why awakening is meant to deepen your engagement with the world, sharpen your leadership, and align you with your true dharma.If you're a founder, leader, high performer, or seeker who feels called to more—but doesn't want to abandon excellence, discipline, or impact—this conversation will meet you exactly where you are.In this episode, you'll discover:Why success without awareness leads to burnout and emptinessThe danger of using spirituality as an escape instead of an integrationHow achievement can become a path to awakening—not a distraction from itThe difference between ego-driven ambition and aligned purposeWhy warriors, leaders, and builders are needed more than everHow meditation, discipline, and embodiment support real spiritual growthWhy life itself is the practice—not retreats, substances, or titlesUnlock your full potential and lead with courage, clarity, and purpose—join The Unbeatable Tribe and become truly unbeatable in life and leadership.Join for free for 7 days: The Unbeatable Tribe → https://www.skool.com/unbeatable-mastery-tribe/aboutJoin The Unbeatable Leader Challenge: https://unbeatableleader.com/products/two-day-opt-inRob Links:Website: https://scottbritton.me/Book: https://a.co/d/1JT8D84LinkedIn: https://www.linkedin.com/in/jscottbritton/X: https://x.com/brittonSubstack: https://blog.scottbritton.me/Mark Links: Website: https://markdivine.comUnbeatable Leader Challenge: Join The Unbeatable Leader Challenge: https://unbeatableleader.com/products/two-day-opt-inThe Unbeatable Tribe: https://www.skool.com/unbeatable-mastery-tribe/aboutDivine Inspiration Newsletter: https://markdivine.com/newsletterSubscribe to https://www.youtube.com/@markdivineofficial for more inspiring conversations on leadership, growth, and impact.Rate and review the show to help us reach more listeners.Share your thoughts and takeaways in the comments!#MarkDivine #ScottBritton #ConsciousLeadership #SpiritualGrowth #HighPerformance #PurposeDrivenLife #Awakening #EntrepreneurMindset #SelfMastery #MentalToughness #ConsciousAccomplishment #LeadershipPodcastTimestamps:00:00 Introduction to Spiritual Practice00:53 Sponsor Message: Indeed02:15 Welcome to the Mark Divine Show02:53 Guest Introduction: Scott Britton04:29 Scott Britton's Entrepreneurial Journey09:49 Unbeatable Leader Challenge Announcement10:46 Scott's Spiritual Awakening14:19 Mark Divine's Psychedelic Experience17:43 Unbeatable Leader Challenge - Join Now23:44 The Power and Risks of Psychedelics34:51 Join The Unbeatable Tribe43:11 Exploring the Purpose of the Soul43:53 The Teacher Archetype and Personal Journey44:17 The Realization of Worthlessness and Awakening46:08 The Importance of Dharma and Karmic Duty48:06 The Warrior's Path and Spiritual Practice52:41 The Integration of Body, Mind, and Spirit01:05:52 The Role of Conscious Accomplishment01:16:45 The Future of Consciousness and Leadership01:20:27 Conclusion and Final ThoughtsSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Our 2026 predictions are in. From IPOs to AI to robots - check out what we think is actually coming in 2026.To wrap up 2025, I regroup with Mike and Phuong for our annual end-of-year episode, where we look back at last year's predictions (they passed with flying colors) and set our sights on what's ahead.Here's a sneak peek at some of the topics covered:✅ AI's real impact on blue and white collar jobs.

Steve Lucas is the CEO of Boomi, a leading integration and automation platform. Before joining Boomi, Steve served as CEO of Marketo, where he led the company's transformation from a $1.6 billion valuation to its acquisition by Adobe for $4.75 billion in just 24 months—one of the largest software acquisitions in history. Prior to that, he held executive leadership roles at SAP and Salesforce, and cut his teeth in technology at Microsoft in the early 1990s. Steve is the author of "Digital Impact," exploring how AI and intelligent automation are reshaping business and society. A passionate advocate for diabetes research after being diagnosed with type 1 diabetes at 26, he serves on the board of the Children's Diabetes Foundation and recently established an endowed chair for diabetes research at the University of Colorado. Known for his curiosity, authenticity, and unwavering commitment to customers—he makes it a rule to speak with at least one customer every single day—Steve brings a unique blend of technical expertise and people-first leadership to one of technology's most transformative eras. In this episode, we discuss: How Bill McDermott's simple advice—"just be you"—freed Steve from a decade of self-doubt and changed his career trajectory The power of saying "no": How Steve took Marketo from $1.6B to $4.9B by doing less, not more Why talking to a customer every single day is non-negotiable and how it transforms your entire organization Turning adversity into strength: Steve's journey with type 1 diabetes and the moment that changed his perspective forever The future of AI in the workplace and why we're the last generation of managers to manage only humans

In this episode of Building Better Foundations, we interview Hunter Jensen, founder and CEO of Barefoot Solutions and Barefoot Labs, to explore what it really takes when getting started with AI in your business. As companies rush toward AI adoption, Hunter offers grounded, practical advice on avoiding early mistakes, protecting your data, and choosing the right starting point. About Hunter Jensen Hunter Jensen is the Founder and CEO of Barefoot Solutions, a digital agency specializing in artificial intelligence, data science, and digital transformation. With over 20 years of experience, Hunter has worked with startups and Fortune 500 companies, including Microsoft and Salesforce, to implement innovative technology strategies that drive measurable ROI. A seasoned leader and expert in the AI space, Hunter helps businesses harness cutting-edge technologies to achieve growth and efficiency. Facebook / Twitter (X) / LinkedIn / Website Why "Just Add AI" Is Not a Strategy When Getting Started with AI in Your Business Hunter begins by addressing the biggest misconception leaders face when getting started with AI in their business: the belief that a single, all-knowing model can absorb everything your business does and instantly deliver insights across every department. "Leaders imagine an all-knowing model. We are nowhere near that being safe or realistic." – Hunter Jensen The core issue is access control. Even the best models cannot safely enforce who should or should not see certain data. If an LLM is trained on HR data, how do you stop it from sharing salary information with an employee who shouldn't see it? This is why getting started with AI in your business must begin with clear boundaries and realistic expectations. Safe First Steps When Getting Started with AI in Your Business As Hunter explains, companies don't need to dive straight into custom models. A safer, simpler path exists for getting started with AI in your business, especially for teams on Microsoft 365 or Google Workspace. Start With Tools Already Built Into Your Environment Hunter recommends two solid, low-risk entry points: Microsoft 365 Copilot Google Gemini for Workspace These platforms provide: Built-in enterprise protections Familiar workflows Safe, contained AI access A gentle learning curve for employees Hunter emphasizes that employees are already using public AI tools, even if policy forbids it. When getting started with AI in your business, providing approved tools is essential to keeping data safe. "If you're not providing safe tools, your team will use unsafe ones." – Hunter Jensen These tools won't solve every AI need, but they are an ideal first step. Choosing the Right Model for Your Needs Another common question when getting started with AI in your business is: Which model is best? ChatGPT? Gemini? Claude? Hunter explains that the landscape changes weekly—sometimes daily. Today's leading model could be irelevent tomorrow. For this reason, businesses should avoid hard commitments to a single model. Experiment Before Committing Hunter suggests opening multiple LLMs side-by-side—such as ChatGPT, Claude, and Perplexity—and testing each for quality and speed. This gives teams a feel for what works before deciding how AI fits into their workflow. This experimentation mindset is essential when getting started with AI in your business because: Different models excel at different tasks Some models are faster or cheaper Some handle long context or code better New releases constantly change the landscape Your AI system should remain flexible enough to shift models as needed. Protecting Your Data from Day One One of Hunter's strongest warnings is about data safety. If you're serious about getting started with AI in your business, you must pay attention to licensing. If you are not paying for AI, you have no control over your data. Some industries—like legal, finance, and healthcare—may need even stricter controls or private deployments. This leads naturally to the next stage of AI adoption. The Next Step After Getting Started with AI in Your Business Once companies understand their needs, the next phase is building an internal system that: Connects securely to business software Honors existing user permissions Keeps all data inside the company network Uses models selected for specific tasks Hunter's product Compass is perfect for this phase. Instead of trusting the model to protect data, you rely on your own systems and access controls. This is how AI becomes truly safe and powerful. "The model should only see what the user is allowed to see—nothing more." – Hunter Jensen Final Thoughts on Getting Started with AI in Your Business Part 1 of our interview with Hunter Jensen makes one thing clear: getting started with AI in your business isn't about chasing the latest model. It's about protecting your data, giving your team safe tools, and preparing for a multi-model future. Stay tuned for Part 2 as we dive deeper into internal AI deployment, advanced architectures, and building long-term AI strategy. Stay Connected: Join the Developreneur Community We invite you to join our community and share your coding journey with us. Whether you're a seasoned developer or just starting, there's always room to learn and grow together. Contact us at info@develpreneur.com with your questions, feedback, or suggestions for future episodes. Together, let's continue exploring the exciting world of software development. Additional Resources Leveraging AI for Business: How Automation and AI Boost Efficiency and Growth Business Automation and Templates: How to Streamline Your Workflow Why Bother With Automated Testing? Building Better Foundations Podcast Videos – With Bonus Content

A CMO Confidential Interview with Tom Stein, the Chairman and founder of Stein and Jann Schwarz, Senior Director of Marketplace Innovation at LinkedIn and founder of Think tank, The B2B Institute, who join us to discuss the 2025 Brand-to- Demand Maturity and the B2B Buyability studies. Tom and Jann share results showing the need to integrate brand and performance marketing in an era when the marketing funnel has collapsed needs fundamental re-thinking and Marketing Qualified Leads (MQLs) are still a key measure (in spite of data showing they've lost their usefulness). Tom and Jann explain why nearly all survey respondents acknowledge a problem but only 20% are taking action. Key topics include: why a good product or service are now "table stakes”; how buyer confidence, human connection and customer experience have become key Buyability differentiators; and the belief that B2B creative is way behind B2C on average. Tune in to hear why “demand-focused marketing" was one of the greatest brand misdirects of all time and a fabulous story of an alter boy accidentally dropping the Baby Jesus. The Truth Behind the Curtain in B2B: Brand + Demand, MQLs, and “Buyability” with Tom Stein & Jan SchwartzDescription:Mike Linton sits down with Tom Stein (Stein) and Jan Schwartz (LinkedIn's B2B Institute) to unpack new ANA research on brand–demand maturity and a bold operating model they call “buyability.” They cover why 80% of marketers say integration matters but aren't doing it, why MQLs are failing modern buying groups, how to financialize creative and brand, and what CEOs/boards should actually measure to accelerate revenue. Chapters:00:00 Intro & guest setup02:36 Why a brand–demand maturity study now05:36 The 80% integration gap07:17 Org design: why teams move slowly09:36 MQLs under fire (and better alternatives)10:45 Creative quality in B2B: reality check13:34 ServiceNow, Idris Elba, and distinctive assets15:01 The CEO/CFO/Board disconnect19:00 “Buyability” explained: becoming easier to buy22:12 Brand as a full-funnel commercial driver23:40 The funnel is broken; AI ups the stakes26:59 Playing offense: fewer, better buyer-group leads28:20 Financializing the case for change29:56 The budget stat that shocked everyone31:41 What to do now: category fame, trust, real metrics34:41 Funniest stories and practical parting advice37:35 Wrap & where to find more episodesTags:B2B marketing,brand and demand,buyability,MQL,pipeline velocity,CMO Confidential,Mike Linton,Tom Stein,Jan Schwartz,LinkedIn B2B Institute,ANA,B2B brand,B2B demand gen,marketing measurement,go to market,Salesforce,ServiceNow,Idris Elba,B2B creative,category fame,board metrics,CFO,CEO,CRO,sales alignment,MarTech,lead gen,buyer groups,brand strategy,revenue growthSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode of the Savvy Dentist Podcast, Jesse is joined by Lachie Smart - entrepreneur, adventurer, medtech CEO, and record-breaking pilot - to explore the mindset behind navigating complexity and leading through chaos.At just 18 years old, Lachie became the youngest person to fly solo around the world in a single-engine aircraft. Since then, he's led a globally distributed medtech company, advised major organisations like Salesforce and McDonald's on emerging leadership, and sat on NFP boards focused on innovation and national resilience.But what underpins all of this? For Lachie, it's End Game Thinking — the ability to plan with the finish line in mind, while staying adaptable in the face of uncertainty. This conversation is packed with insights on how to lead teams, manage your own mindset, and build resilience for whatever chaos comes next.In this episode:[00:00] Introducing Lachie Smart and the story behind his solo world flight[02:20] The mindset shift from “just doing” to thinking with the end game in mind[04:55] Why chaos is inevitable — and what great leaders do about it[07:38] Planning a global flight: dealing with worst-case scenarios[11:00] What End Game Thinking looks like in business and practice ownership[13:35] How to prepare your team for complexity without creating confusion[17:00] The difference between leading through uncertainty vs managing it[20:02] The cost of avoiding hard decisions and the myth of waiting for clarity[22:15] Advice for emerging leaders: start with purpose, not just tactics[25:14] Leadership beyond business: how Lachie applies this thinking across sectors.Resources and Links:Lachie Smart websiteConnect with Lachie on LinkedInFollow Lachie on InstagramJoin the free Savvy Dentist Facebook GroupFollow Dr Jesse Green on LinkedInVisit Savvy Dentist website Mentioned in this episode:Transformational Training for Dental Practice TeamsIf you want to grow your practice, you need a high-performing team - but training takes time, effort, and resources you often don't have. That's why we created the Savvy Dentist Team Training Bundle - a 12-month program packed with five powerful courses, including our Practice Manager Masterclass, Front Desk All Stars, Hygiene & Therapy Heroes, Treatment Coordinator Training, and the Million Dollar Dentist course. Each course is delivered live via Zoom, and you'll also get access to past recordings, so you can onboard new team members anytime without starting from scratch. Want to scale your practice and build a winning team? Click on the link and join the waitlist. Team Training Bundle Sept 25

In this episode of the Rainmaker Podcast, Gui Costin sits down with Brian Willer, Senior Vice President and National Sales Manager of Institutional Business Development at Federated Hermes, to discuss leadership, communication, and the operational discipline required to scale an institutional sales organization.Willer begins by reflecting on his early background growing up in Maine with no direct exposure to investment management. His interest in financial markets was sparked by curiosity rather than formal guidance, eventually leading him to Bryant University, where a trading simulation room cemented his desire to enter the industry. He launched his career at Fidelity Investments on the inside sales desk, gaining foundational training during the Global Financial Crisis. This period proved formative, teaching him how to navigate difficult market environments, client uncertainty, and the importance of preparation and resilience.After several years at Fidelity, Willer sought a path that allowed him to move into the field without leaving New England. Following a stint in recordkeeping sales, he joined Federated Hermes in 2013, entering the institutional business during a period of growth. Over time, he progressed into a leadership role overseeing an eight-person institutional sales team across North America, while working closely with the firm's liquidity, treasury, and consulting relations groups.A central theme of the conversation is culture and communication. Willer emphasizes that Federated Hermes' culture is built on trust, transparency, and long-term tenure, supported by a relatively flat organizational structure. He believes leaders must stay deeply connected to their teams, noting that sales leadership cannot be effective from a distance. His communication model blends structure and consistency—biweekly team meetings, monthly one-on-ones, and formal quarterly reviews—with constant daily interaction to stay close to opportunities, challenges, and client conversations.Willer also highlights the importance of tapping into collective intelligence. He encourages open sharing across the team, allowing reps to learn from one another's positioning strategies, client objections, and successful approaches. By deliberately creating forums where ideas and insights are exchanged, he helps eliminate silos and raise the performance of the entire group. This philosophy extends beyond sales to cross-functional collaboration with product, marketing, and RFP teams.The discussion also covers the role of CRM systems, particularly Salesforce, as a core business tool rather than an administrative burden. Willer stresses the importance of data quality, capturing meetings early, and documenting detailed notes to support long institutional sales cycles. A well-maintained CRM enables better internal coordination, more relevant client outreach, and improved prioritization across teams.When asked about leadership philosophy, Willer describes his approach as trust-based and intentional. He prioritizes kindness, thoughtful communication, and honest feedback delivered in the right setting. For young professionals entering the industry, his advice centers on building relationships early and focusing on controllable factors such as preparation, process, and continuous learning. He concludes by noting that time management is his greatest challenge as a leader, and that prioritizing what best serves clients and the team is the framework he uses to stay focused and effective.Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data. 

Today I host Scott Britton, a former tech entrepreneur who sold his company to Salesforce, to talk about a journey you rarely hear about: a profound spiritual and Kundalini awakening that hit him in the middle of his high-pressure career. We discuss why success and spirituality don't have to be separate paths, how he navigated years of spontaneous energy movements while running a business, and the practical method he developed to turn every business meeting and life challenge into a moment of spiritual growth. This is for anyone who feels called to grow spiritually but doesn't believe they have to leave their career or life behind to do it.00:00 Intro 04:28 High-Achieving Life and Inner Emptiness 08:13 The Ayahuasca Ceremony That Changed Everything 10:25 Kundalini Awakening Begins 12:44 Navigating Awakening While Running a Business 17:50 Using Triggers as Mirrors 20:40 A Real-World Example 26:14 The Continuous Process of Kundalini Purification 33:59 Defining "Conscious Accomplishment" 37:38 How Spiritual Growth Changes You 41:09 Life as a Continuous Spiritual Practice 45:03 Telepathy, Energy, and Other Metaphysical Experiences 49:35 "Conscious Talent" 52:52 Where to Find Scott LEARN MORE ABOUT SCOTT BRITTON https://www.conscioustalent.com/ JOIN MY COMMUNITY In The Space Between membership, you'll get access to LIVE quarterly Ask Amy Anything meetings (not offered anywhere else!), discounts on courses, special giveaways, and a place to connect with Amy and other like-minded people. You'll also get exclusive access to other behind-the-scenes goodness when you join! Click here to find out more --> https://shorturl.at/vVrwR Stay Connected: - Instagram - https://tinyurl.com/ysvafdwc- Facebook - https://tinyurl.com/yc3z48v9- YouTube - https://tinyurl.com/ywdsc9vt- Website - https://tinyurl.com/ydj949kt Life, Death & the Space Between Dr. Amy RobbinsExploring life, death, consciousness and what it all means. Put your preconceived notions aside as we explore life, death, consciousness and what it all means on Life, Death & the Space Between.**Brought to you by:Dr. Amy Robbins | Host, Executive ProducerPodcastize.net | Audio & Video Production | Hosted on Acast. See acast.com/privacy for more information.

Stuck waiting for your platform's marketplace to send you your next lead? In this episode, I break down the three traps that keep SaaS partners grinding on low-margin implementations, and what happened when a Monday.com partner finally made the WHO and WHAT decisions he'd been avoiding. We dig into how he went from competing on price with thousands of other partners to closing his biggest deal ever by selling outcomes instead of configurations. If you're a Salesforce, Zoho, or HubSpot partner who's tired of being at the mercy of algorithm changes, this one shows you what it looks like to own your pipeline.Resources and LinksApply for a Multiplier CallPrevious episode: 654 - How to Build Automations That Actually Scale With Your Business with Jared WeissCheck out more episodes of the Paul Higgins PodcastSubscribe to our YouTube channel: @PaulHigginsMentoringJoin our newsletterSuggested resources

Let us know your thoughts. Send us a Text Message. Follow me to see Heads Talk Podcast Audiograms every Monday on LinkedInEpisode Title:

Daniel and Shawn review the Intrinsic Value Portfolio after nearly one year of searching for the best opportunities in the market. In this episode, they break down the portfolio's current performance, share updates on existing holdings, and revisit watchlist companies that may now deserve a spot — either because they've become cheaper or their outlook has changed. IN THIS EPISODE, YOU'LL LEARN: 00:00:00 - Intro 00:01:15 - How the Intrinsic Value Portfolio performed 00:05:03 - How we think about Reddit's price increase 00:11:33 - What way we found to invest in Ferrari 00:21:30 - Why Crocs has become even more interesting 00:36:25 - Why we are bullish on Uber 00:46:28 - How we think about our retail investments 00:58:57 - About the similarities between Salesforce and Adobe 01:14:16 - What we think of Ulta Beauty *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠Sign up for the waitlist(!)⁠⁠⁠⁠⁠⁠⁠⁠⁠ Sign up for ⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠ to track our Portfolio. Last Portfolio Review. Our Free Newsletter. Our Free Podcast. Explore our previous Intrinsic Value breakdowns: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Paypal⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠,⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Uber,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Nike,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Reddit,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Amazon⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Airbnb⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TSMC⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Alphabet⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ulta⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LVMH⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Madison Square Garden Sports⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Related ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠books⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ mentioned in the podcast. Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try Shawn's favorite tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ SPONSORS Support our free podcast by supporting our ⁠⁠⁠⁠⁠⁠⁠⁠⁠sponsors⁠⁠⁠⁠⁠⁠⁠⁠⁠: • ⁠Public.com⁠ - See the full disclaimer ⁠here⁠. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

In this CPQ Podcast episode, Frank talks with Max from Prodly about the shift from Salesforce CPQ to Revenue Cloud Advanced (now Agentforce Revenue Management, ARM) and what it really takes to manage that transition successfully. They look at how Salesforce is moving customers to ARM, why this is not a simple upgrade but a separate implementation project, and what that means for CPQ teams, partners, and customers. Max reflects on the early Steelbrick days and how it helped democratize CPQ, his path from engineer and product manager to founder, and why he had to learn marketing, sales, and go-to-market the hard way. He also shares a few personal stories, including a 48-hour round-trip flight to Munich for a four-hour meeting, and his view on the coming agentic revolution in enterprise software. You'll also hear how Prodly has grown into an Application Lifecycle Management (ALM) / DevOps platform for Salesforce with ~35–40 employees and a global, mostly North American, customer base. Max explains how Prodly helps larger organizations automate complex CPQ and quote-to-cash deployments (configuration, price rules, discount schedules, install base data, etc.), and why one of their biggest differentiators is that the platform is not limited to CPQ—it also supports use cases like field service, e-commerce, and rebate management. Today, Prodly works with any CPQ solution built on the Salesforce platform, with plans to expand beyond Salesforce in the future. Topics covered: Salesforce CPQ, Revenue Cloud Advanced, Agentforce Revenue Management (ARM), CPQ migration strategy, Salesforce DevOps, application lifecycle management (ALM), Prodly, Steelbrick, quote-to-cash, agentic revolution in enterprise software.

Everyone loves Cyber Week numbers. Big charts. Big screenshots. Big claims.But Cyber Week data lies….When demand is compressed into five days, behavior gets distorted. And if you build your next 90-day strategy on distorted data, you scale the wrong lesson.In this Week in Review, Neil breaks down what the post–Cyber Week data actually reveals, why traffic and revenue spikes mislead sellers every December, and how real operators read the scoreboard differently heading into January and 2026.

What if the most damaging phrase in your marketing isn't a four-letter word, but three simple ones: "Do Not Reply"? Agility requires more than just moving fast; it requires breaking down the walls between departments to respond to customer needs in the moment they happen. It's about empowering every part of the organization to act as one cohesive brand, turning every interaction into a meaningful conversation. Today, we're going to talk about the end of an era: of one-way, impersonal, "do not reply" marketing. We'll explore the shift from siloed campaigns to unified, real-time conversations, and what it takes to empower every single employee, from sales to service, to be an extension of the marketing team to build trust and drive growth. To help me discuss this topic, I'd like to welcome, Bobby Jania, CMO Marketing Cloud at Salesforce. About Bobby Jania Bobby Jania is an experienced marketing professional currently serving as CMO of Marketing Cloud at Salesforce since June 2014, where a focus on building personalized customer journeys has been paramount. Prior to Salesforce, Bobby held multiple strategic roles at Responsys, emphasizing the importance of integrated digital marketing strategies, and spent nearly a decade at Cypress Semiconductor, where responsibilities included leading innovations in programmable system-on-chip solutions and managing global marketing efforts. Bobby's career began with a role as a Teaching Assistant at the University of Illinois at Urbana-Champaign, which laid the groundwork for a passion for technology and marketing. Bobby holds a Bachelor of Science degree in Computer Engineering from the same institution. Bobby Jania on LinkedIn: https://www.linkedin.com/in/bobbyjania/ Resources Salesforce : https://www.salesforce.com/marketing/ The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow Catch the future of e-commerce at eTail Palm Springs, Feb 23-26 in Palm Springs, CA. Go here for more details: https://etailwest.wbresearch.com/ Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.showCheck out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company

On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠! This episode is sponsored by Public. Find out more at https://public.com/WAYT Sign up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Compound Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and never miss out! Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://instagram.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.tiktok.com/@thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Public Disclosure: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Not investment advice. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Past performance does not guarantee future results, and investment values may rise or fall. See terms of match program at https://public.com/disclosures/matchprogram. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time. Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Tim Christophersen joins us to discuss how to rebuild our relationship with nature through collective action in his latest book, Generation Restoration: How to Fix Our Relationship Crisis with Mother Nature. As a Vice President of Climate Action at Salesforce, Tim has more than 25 years of international experience across the public and private sector, including 15 years with the United Nations Environment Programme.  Drawing from his experiences as a father, farmer, diplomat, and executive, he has dedicated his entire career to achieving harmony between humanity and nature… Click play to discover: The underlying causes of today's global environmental "polycrisis." The dangers of maintaining an extraction-based relationship with nature. The ways in which wildlife has suffered at the hands of humans. How collective action, technology, and local empowerment can drive large-scale ecological restoration. Want to learn more about how Tim is inspiring others to reset their relationship with Planet Earth? Listen to this insightful conversation now! You can follow along with Tim by visiting his website. Keep up with Tim Christophersen socials here: X: https://x.com/TimChristo  Instagram: https://www.instagram.com/tim.christophersen/