Podcasts about smbs

Entry-Level Deep Dive into Due Diligence - I cover a lot here.   Financial Employee Admin / Business Debt Service Coverage Ratio (DSCR)   Join the How to Buy a Business Cohort - Nov 2025 https://www.letsbuyabusiness.com/   SMBs are the biggest target for cyber attacks. Protect your business with Inzo Technologies. Check out....www.inzotechnologies.com, I-N-Z-O, or email Nick directly at nick@inzotechnologies.com.   Get expert M&A guidance, valuations, and fractional executive support from Amplēo.Learn more at www.ampleo.com/lets-buy-a-business-podcast/.   Buying or selling? Business Valuation help? - Lean on Peak Business Valuation and their expertise now. https://hubs.li/Q03zlvqH0   Sourcing List: https://www.letsbuyabusiness.com/p/source/

Could a radio company that snubbed digital advertising for two decades wind up with the industry's winning strategy? This episode features an interview with Saga Communications CEO Chris Forgy, who forsees a steep decline in radio advertising and an aggressive digital sales effort aimed at reviving it. Stay in the loop with all things Borrell when you join our Research Alert Lists. As always, thank you for listening. If you like the episode, leave us a review!  Want to join the conversation? Share your comments at borrellassociates.com/podcast.

Navigating the 2025 SMB Landscape: Proactive Tax Strategies and Expert Insights from Adam WilliamsSmall and medium-sized business owners are facing unprecedented challenges in 2025, from rapid legal changes to AI-driven disruption. In a recent episode, Josh Elledge sat down with Adam Williams, author and Co-founder of Pennywise Tax Strategies, to explore actionable strategies for SMB founders navigating complex tax, legal, and operational environments. Adam shared insights on proactive tax planning, leveraging expert advisors, and adapting to technological changes to help businesses thrive in an increasingly dynamic landscape.The Power of Proactive Tax PlanningAdam emphasizes that reactive tax preparation is no longer sufficient for SMBs looking to maximize profits and future-proof their businesses. Forward-thinking strategies like auditing profit and loss statements, employing family members, leveraging the Augusta Rule, choosing the right business entity, and utilizing cost segregation can save businesses significant money while maintaining compliance. He also highlights the importance of ongoing education and expert advisors, ensuring owners can confidently navigate new laws, AI integration, and changing economic conditions.Proactive planning goes beyond minimizing taxes—it's about optimizing operations and leveraging every available advantage. SMB owners can use these strategies to automate processes, structure their teams effectively, and ensure every deduction, credit, or exemption is captured. Adam's guidance demonstrates how combining thoughtful planning with expert support allows businesses to remain agile, profitable, and competitive in 2025 and beyond.Entrepreneurs who implement these strategies not only reduce risk but also position their businesses for sustainable growth. From cost-saving opportunities to AI-driven efficiency improvements, the insights Adam shared provide a clear roadmap for SMB founders seeking long-term success. By taking a proactive approach, business owners can reclaim control over their finances, optimize operations, and confidently scale their enterprises.About Adam WilliamsAdam Williams is the Co-founder of Pennywise Tax Strategies and a seasoned author focused on actionable tax and business advice for small and medium-sized enterprises. With deep expertise in tax planning, business law, and strategic consulting, Adam empowers SMB owners to make informed decisions that maximize profits and minimize risk.About Pennywise Tax StrategiesPennywise Tax Strategies helps small and medium businesses implement proactive tax planning, optimize deductions, and leverage financial strategies to grow efficiently. Their team specializes in forward-looking solutions that combine expert knowledge with practical, actionable tactics for entrepreneurs navigating a rapidly evolving business environment.Links Mentioned in this EpisodePennywise Tax StrategiesAdam Williams LinkedInKey Episode HighlightsHow SMBs can navigate complex tax and legal changes in 2025Strategies for proactive tax planning and financial optimizationLeveraging expert advisors and mastering profit and loss statementsTips for employing family members, leveraging the Augusta Rule, and entity selectionInsights on cost segregation and maximizing deductions for SMBsConclusionThe 2025 SMB environment demands proactive planning, strategic partnerships, and a keen understanding of tax and operational opportunities. Adam Williams' insights provide a roadmap for entrepreneurs seeking to thrive amid uncertainty by optimizing finances, leveraging expert guidance, and positioning...

In this episode of Cybersecurity Today, Jim hosts Craig Taylor, a seasoned virtual Chief Information Security Officer (vCISO) with over 25 years of experience. They discuss the evolution and significance of the vCISO role, Taylor's career path, and the founding of his company, Cyber Hoot, which provides cybersecurity education and vCISO services. Taylor shares insights into why companies, especially SMBs, opt for vCISO services due to budget constraints and the scarcity of cybersecurity professionals. He also talks about the common challenges faced by vCISOs, such as managing burnout and ensuring client adherence to security recommendations. The conversation delves into the importance of cybersecurity culture, the need for effective education, and the integration of cybersecurity in business practices. Taylor offers practical advice on hiring the right vCISO and highlights the benefits his company provides. The episode concludes with a discussion on the psychology behind successful cybersecurity practices and Taylor's thoughts on the future of the industry. 00:00 Introduction to Cybersecurity Today 00:04 Meet Craig Taylor: The Virtual CISO 00:47 The Early Days of Virtual CISOs 02:15 Building a Cybersecurity Company 03:40 The Rise of Virtual CISO Services 05:01 Challenges and Realities of Cybersecurity 06:42 The Importance of Cyber Literacy 20:38 Managing Cybersecurity Risks 28:05 Understanding Administrative Risks in Onboarding and Offboarding 28:39 Challenges with MSPs and Cybersecurity 29:27 The Importance of Basic Security Measures 31:52 Dealing with Technology Debt 32:52 Balancing Budget and Security Needs 35:13 Real-Life Cybersecurity Incidents 40:17 The Role of Education in Cybersecurity 46:12 Hiring the Right VCISO 51:33 Conclusion and Final Thoughts

Dan Thornton is the Co-founder and CEO of Goldphish. He is a former Royal Marine Commando who channeled his operational expertise into cybersecurity. Today, Dan leads a security awareness training company, helping organizations turn their people into their strongest defense with over 2.1 million learners trained worldwide. In this episode… Threat actors don't just target large corporations. Small and medium-sized businesses (SMBs) are finding themselves in the crosshairs of attackers who use automation, AI, and social engineering to cast a wide net of cyber threats. From convincing phishing scams that capture credentials to AI deepfakes that mimic trusted voices, the methods used to manipulate and exploit unsuspecting employees are becoming more sophisticated. So how can organizations protect themselves when even the most vigilant staff can be fooled? Organizations that believe they are too small to be targeted by threat actors often learn the hard way that one single mistake can have devastating consequences. Yet improving cybersecurity posture and building awareness doesn't have to be overwhelming or costly. SMBs can take simple steps, such as enabling multifactor authentication (MFA) for all business accounts, updating software and systems, and maintaining regular backups. Security training is also critical because it helps employees recognize threats and avoid mistakes that often lead to incidents. By combining basic security measures with security awareness training, businesses can foster a culture that strengthens their defenses against cyber threats. In this episode of She Said Privacy/He Said Security, Jodi and Justin Daniels chat with Dan Thornton, Co-founder and CEO of Goldphish, about how small and medium-sized businesses can enhance their cybersecurity defenses. Dan emphasizes that attackers do not discriminate based on company size and that common blind spots, such as over-relying on technology, neglecting incident planning, and staying silent after mistakes, can leave organizations vulnerable. He explains why steps like enabling multifactor authentication, performing regular backups, and conducting employee security training make a big difference in reducing risk. Dan also shares insights on how companies can counter the growing threat of AI deepfakes and why business email compromise (BEC) remains one of the most effective scams.

Unlocking Business Growth: Expert Insights from Sandy Moll, CEO of Advanced Business SolutionsIn a recent episode of The Thoughtful Entrepreneur, host Josh Elledge interviewed Sandy Moll, CEO and founder of Advanced Business Solutions (ABS). With nearly two decades of experience guiding banks, credit unions, and small to medium-sized businesses, Sandy shared her unique approach to leadership, operational excellence, and sustainable business growth. This post distills the main insights from their conversation, offering practical strategies for founders, business owners, and leaders looking to scale effectively while keeping their teams engaged.The ABS Approach: People, Processes, and Strategic ClaritySandy emphasizes that real business growth begins with a clear understanding of the problem you solve and the unique value you bring. ABS helps clients identify their core challenges, streamline operational processes, and implement strategic frameworks that allow teams to execute effectively. By combining personalized coaching with actionable systems, ABS ensures that businesses are set up for both immediate results and long-term scalability.Another key aspect of ABS's methodology is the focus on people. Sandy highlights the importance of aligning team members with the company's mission, developing leadership at every level, and fostering a culture that encourages accountability and innovation. This people-first approach reduces friction, increases productivity, and empowers employees to contribute meaningfully to the organization's success.Finally, ABS integrates technology and modern tools to enhance business efficiency without overwhelming leadership or teams. From leveraging AI to automate repetitive tasks to using project management platforms to track outcomes, Sandy demonstrates how combining human expertise with smart systems drives clarity, better decision-making, and sustainable growth. This balanced approach allows founders to focus on high-impact initiatives while trusting their teams to execute effectively.About Sandy MollSandy Moll is the CEO and founder of Advanced Business Solutions (ABS), bringing nearly 20 years of experience in helping SMBs, credit unions, and banks achieve clarity, efficiency, and scalable growth. She is passionate about combining operational strategy, leadership coaching, and technology to create sustainable, people-centered business solutions.About Advanced Business Solutions (ABS)ABS is a consulting and business solutions firm specializing in operational efficiency, leadership development, strategic planning, and interim staffing. With a client-first approach, ABS helps organizations streamline processes, develop high-performing teams, and implement strategies that drive measurable growth.Links Mentioned in this EpisodeABS WebsiteConnect with Sandy Moll on LinkedInKey Episode HighlightsThe power of identifying the problem your business solvesAligning team members with organizational mission and cultureIntegrating technology to improve efficiency without overcomplicating operationsLeadership strategies for sustainable growth and accountabilityTips for founders navigating uncertainty and scaling effectivelyConclusionSandy Moll's insights provide a clear roadmap for leaders seeking growth without sacrificing culture or clarity. By combining strategic frameworks, people-first leadership, and technology integration, founders and executives can scale their businesses sustainably while empowering their teams to perform at their best.

Send us a textThe enterprise technology landscape in 2025 is marked by accelerating AI adoption, strategic partnerships, and expanded automation capabilities across industries. Velixo secured a Series A investment from Elephant to fuel growth in financial reporting automation, while FloQast launched auditable AI agents aimed at addressing the growing talent gap in accounting and finance. Infor and Kinaxis announced a new partnership to enhance AI-driven supply chain collaboration, and Pegasystems introduced an AI-powered solution tailored for governance agencies. Planview unveiled several upcoming product enhancements focused on strategic portfolio management, while Rimini Street rolled out new Workday-centric services to strengthen support options for enterprise clients. SAP introduced its Omnichannel Sales Transfer and Audit solution to drive transparency across sales operations, UiPath expanded its testing toolkit with advanced AI agents, and Workato acquired DeepConverse to bring conversational intelligence into its automation platform—collectively signaling that enterprise software innovation is converging around intelligent, interconnected, and highly automated ecosystems.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.Background Soundtrack: Away From You – Mauro SommFor more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform. 

Small and medium businesses make up nearly half of all employment and GDP, yet they often struggle to compete against the scale, brand power, and resources of large corporations. Too often, the advice given to them is to “play bigger”—but that's a losing battle. What if the real advantage lies in embracing their underdog status?In this episode of the Happiness Squad Podcast, Ashish Kothari sits down with Sri Kaza, Advisory Board at Markaaz and author of the upcoming book UNCONVENTION: A Small Business Strategy Guide, to explore how SMBs can thrive by leaning into what makes them different: positioning, proximity, and purpose. They discuss why small doesn't mean weak, and how founders can unlock resilience, loyalty, and growth by playing their own game.Sri Kaza is an entrepreneur, investor, and former McKinsey consultant with a career spanning engineering, consulting, finance, and startups. He has helped scale visionary companies like Viking Cruises, co-founded ForwardLine to provide innovative financing for small businesses, and worked closely with entrepreneurs across industries to unlock growth. Ashish and Sri unpack inspiring stories, actionable insights, and practical strategies that will change the way you think about leading and growing a small to medium business. Tune in to discover how to turn your size into your greatest strength.Things you will learn in this episode:• The three Underdog Principles—Positioning, Proximity, and Purpose—and how to apply them• Why focusing on your core customers builds resilience during crises• How closeness to employees and community becomes a competitive edge• How AI can serve as a growth engine for SMBs rather than just a cost-cutting tool• Practical ways to stay grounded as a founder and align every decision with purposeIf you want to discover how small and medium businesses can outcompete giants and make flourishing their competitive edge, this conversation is one you won't want to miss.✅Resources:• How Great Companies Deliver Both Purpose and Profit by Alex Edmans: https://corpgov.law.harvard.edu/2020/10/01/how-great-companies-deliver-both-purpose-and-profit/ ✅Books:• Unconvention: A Small Business Strategy Guide by Sri Kaza: https://a.co/d/aYYfD8w • The Experimentation Machine by Jeff Bussgang: https://experimentationmachine.com/• Hardwired for happiness by Ashish Kothari: https://happinesssquad.com/hardwired-for-happiness/

Big budgets and star power don't guarantee success. Sometimes it takes time, refinement, and the right story to win an audience.That's the journey of The Gilded Age, the HBO drama that overcame early skepticism to become a hit. In this episode, we dig into its marketing parallels with the help of our special guest Laura Goldberg, Chief Marketing Officer at Auctane.Together, we explore what B2B marketers can learn from practicing patience, locking in product-market fit, and doubling down when momentum builds to gain lasting growth.About our guest, Laura GoldbergLaura Goldberg is the Chief Marketing Officer at Auctane. She is a seasoned, operations-driven go-to-market executive with a proven track record of propelling software companies to new heights, particularly serving small and medium sized businesses (SMBs), a vital segment for Auctane. Goldberg excels in crafting data-driven marketing strategies that resonate with customer needs, and her expertise will be key in advancing Auctane's mission to deliver exceptional shipping and mailing experiences to businesses worldwide.Previously, Laura was the CMO at Constant Contact, a digital marketing platform trusted by millions of small businesses and nonprofits. She has also held marketing leadership positions at Kabbage, an American Express Company, and LegalZoom, where she played key roles in driving customer growth, revenue expansion, and EBITDA improvements, leading to successful exits for both companies.What B2B Companies Can Learn From The Gilded Age:Patience is essential. The Gilded Age wasn't an overnight success—it built momentum slowly, and Laura sees the same in B2B marketing. “You gotta have patience. You gotta see it more than once. It has to build. You may not, be a… hot [thing] out of the gate. But… it's gonna build. Nobody makes a decision… with The Gilded Age, it's, you know, a solid hour and you gotta pay attention. Like you have to make a commitment to it and it takes time.” Marketing results rarely happen instantly. Success comes from committing, nurturing, and allowing campaigns to grow into traction over time.Product-market fit is non-negotiable. The show's elaborate sets and costumes bought it some time, but what kept audiences hooked was stronger storytelling in later seasons. Laura draws a clear B2B parallel: “You may have some stumbles outta the gate… You gotta deliver the goods. The product market fit, if you will, has to be there eventually. It doesn't have to be perfect right outta the gate, but it has to get to perfect pretty quickly.” In other words: creative campaigns and strong distribution will only get you so far—if the product doesn't ultimately deliver, marketing can't save itLean in when you gain traction. Once The Gilded Age started buzzing online, the promotion amplified everywhere. Laura says the same is true for B2B: “Once you get traction, lean in. When I tell you that my socials, everything I see is talking about this show… I see Mr. Russell in his flower suit all over the internet. By the way, I think it's an interview from two years ago that I keep seeing. So recycle all that stuff. But like once you feel that traction gripping, lean in, like repeat, be on everything. Repost, retweet… you have to lean in when you're doing well and really get that momentum.” Marketers should maximize momentum, recycle strong content, and make sure their presence is unavoidable when the audience is paying attention.Quote“ Customer, customer, customer. I feel like too many times it's really easy to talk about why your product's great and what it does… but you really have to frame it in the, what are you doing for me and me being the customer. How am I making things faster, cheaper, better for your end customer with what we're doing, and making sure that you're not just yelling features and functionality at people.”Time Stamps[00:55] Meet Laura Goldberg, Chief Marketing Officer at Auctane[01:14] Why The Gilded Age?[02:57] The Role of CMO at Auctane[09:50] What is The Gilded Age?[26:28] The Craft of Period Pieces[29:19] B2B Marketing Lessons from The Gilded Age[31:43] Laura's Marketing Strategy as a CMO[37:25] Winning Across Channels[49:35] Final Thoughts and TakeawaysLinksConnect with Laura on LinkedInLearn more about AuctaneAbout Remarkable!Remarkable! is created by the team at Caspian Studios, the premier B2B Podcast-as-a-Service company. Caspian creates both nonfiction and fiction series for B2B companies. If you want a fiction series check out our new offering - The Business Thriller - Hollywood style storytelling for B2B. Learn more at CaspianStudios.com. In today's episode, you heard from Ian Faison (CEO of Caspian Studios) and Meredith Gooderham (Head of Production). Remarkable was produced this week by Jess Avellino, mixed by Scott Goodrich, and our theme song is “Solomon” by FALAK. Create something remarkable. Rise above the noise. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Inside Growth 2.0. How AI, GEO & Vibe Coding Are Changing Everything EP322 Profit With A Plan Podcast Release date: October 6, 2025 Guest: Raj Singh, VP of Product at Mozilla Host: Marcia Riner, Business Growth Strategist | Infinite Profit®  

Send us a textWhen assessing the Top 10 CRMs for Startups in 2025, it's important to establish a clear definition of what constitutes a startup and how its needs differ from larger organizations. In this context, startups are typically companies with fewer than 20 employees or less than $10 million in annual revenue—businesses still shaping their go-to-market models and refining repeatable sales and marketing processes. These organizations are usually founder-led, with lean operational structures and limited departmental specialization, which means their CRM requirements prioritize simplicity, affordability, and rapid deployment over complex integrations or deep customization. Unlike mid-market or enterprise firms, startups need tools that deliver immediate visibility and momentum without requiring heavy IT involvement or long implementation cycles.In this episode, our host Sam Gupta discusses the top 10 CRMs for Startups in 2025. He also discusses several variables that influence the rankings of these CRM systems for startups. Finally, he shares the pros and cons of each CRM system.Background Soundtrack: Away From You – Mauro SommFor more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform. 

Guest: Fred Meyers, Founder & CEO of QueensboroLinks:Website: www.queensboro.comFacebook: https://www.facebook.com/queensboro/Instagram: https://www.instagram.com/queensborousa/Episode page: https://entrepreneurconundrum.com/fredmeyersIn this episode:(00:00) Intro — spotting a premium polo gap and building from scratch(02:35) Why Queensboro is B2SMB (marketing-first vs. enterprise sales)(04:14) The $4.95 first-order offer and trust-building guarantees(06:07) Shipping realities: continental U.S. free shipping and reliability(07:25) Lessons from economic turbulence & organizational vulnerabilities(09:40) Why move HQ to Dallas—and what improved (talent & logistics)(15:26) Expansion thinking (East, Texas/Midwest, West Coast next)(16:06) “Great small company” > “bad big company” (and how to become great)(18:35) A turning point: “We're not doing better because we aren't better.”(19:38) The 4 P's people framework: Principled, Positive, Proactive, Productive(27:50) Brand basics: clear positioning → clear logo → clear expression(30:24) Culture you can “hear”—why energy shows up in the box(33:21) Best advice received: “Do what's good for Freddie.”(35:52) Best advice given: “Pray for a difficult life (and wife)” → growth & character(37:58) Where to learn more & connectTakeaways:Trust is a growth lever: guarantees, clear policies, and reliability convert skeptics.Hire for the 4 P's; you can't out-perform your lowest standard.Be a great small company—scale comes after excellence.Position → brand → logo → apparel: get the story straight, then amplify.CTA: Start your first embroidered shirt for $4.95 and test the experience: www.queensboro.com Key Questions(01:07) All right, so how did you get to where you are today?(01:52) You stayed focused?(02:28) Who is your ideal It's a small, probably company. Do you sell more B2B or B2C?(04:09) Do you have a minimum quantity that I need to order?(07:13) You have been around for a while. You've been through lots of crazy things with the economy. What things did you learn? What tips do you have for it?(11:32) When you were growing, was it hard to remove yourself from certain positions so that you weren't for bottleneck?(15:58) Are there any other big goals that you're looking to achieve in the next couple of years?(22:57) How did you get your company's name?(26:39) What are some of your thoughts about helping others build their brand?(30:57) What did you do to help you get through hard times or times that were rough?(33:12) What's the best advice you've ever received?(35:49) What's the best advice you've ever given?(37:53) Where can we go to learn more about you and what you do? Fred Meyerswww.queensboro.comhttps://www.facebook.com/queensboro/https://www.instagram.com/queensborousa/?hl=enVirginia PurnellFunnel & Visibility SpecialistDistinct Digital Marketing(833) 762-5336virginia@distinctdigitalmarketing.comwww.distinctdigitalmarketing.com

Reddit: once the quirky cousin of the internet, now a front-row player in the SEO and LLM (large language model) game. If your carefully crafted blog posts are suddenly being outranked by Reddit threads, you're not alone. That's exactly what sparked this week's conversation with Danny Kirk—musician-turned-marketer and the founder of Reddit Reach. Lorraine sits down with Danny to ask the question on every marketer's mind: Are we ready for Reddit? Together, they explore why Reddit is suddenly everywhere, how it's being used to train AI tools like ChatGPT, and what marketers can do to adapt and thrive in this new digital landscape. Key Points Reddit is no longer niche. It's showing up in Google's top search results and training AI models—which means it can't be ignored. Reddit's ad platform is cheap and underutilized, making it a hidden gem for budget-conscious marketers. Subreddits are their own little countries. Each one has different rules, moderators, and expectations. If you want in, learn the local customs. Organic participation matters. You need “karma” to post effectively, and that only comes from genuine interaction—not self-promotion. Actionable Takeaways Warm up your Reddit account. Comment, contribute, and build karma before dropping any links or promotions. Start small. Join subreddits that align with your interests—personal or professional—and spend one minute a day reading and commenting. Check your LLM rankings. Use a tool like Peekaboo to see how generative search engines (like ChatGPT) are interpreting and indexing your site. Map SEO to Reddit. Once you know which phrases are trending, find those conversations on Reddit and contribute thoughtfully. Customize your content per subreddit. A copy/paste job won't fly here—each subreddit requires its own approach and voice. About Danny Danny Kirk is a classicly trained trumpet player, turned entrepreneur and small business owner. He's started and grown multiple companies over the past decade, and now does growth marketing at ReddiReach for startups and SMBs, 500+ and counting.    Learn more: https://www.linkedin.com/in/danielpkirk/  https://reddireach.com/

Small to medium-sized businesses (SMBs) are significantly increasing their technology budgets, focusing on strategic investments that support long-term growth. According to a study by Forrester Consulting, 88% of SMBs plan to enhance their cloud strategies and cybersecurity through increased spending on third-party services. The study also highlights a growing emphasis on improving customer experience and reducing enterprise risk, with cloud-based disaster recovery solutions and hybrid cloud strategies becoming essential. However, the integration of AI services into the economy is expected to take years, as businesses need time to learn about new AI products and train their employees.The UK government has issued a second Technical Capability Notice requiring Apple to provide access to encrypted data and messages of British users stored on its iCloud service. This directive follows a previous request that raised diplomatic tensions with the US and has led Apple to withdraw its Advanced Data Protection Service in the UK, weakening user privacy. The implications of this move are significant for SMBs that rely on iCloud, as it introduces potential security risks and highlights the need for additional encryption measures.Microsoft is facing pushback as it prepares to end free security updates for Windows 10, which is set to occur on October 14, 2025. A coalition of organizations, including repair shops and advocacy groups, is urging Microsoft to extend these updates, citing concerns that many PCs will be left insecure or unusable. With a significant portion of Windows 10 machines unable to upgrade to Windows 11, businesses are left with difficult choices regarding their operating systems, potentially leading to increased e-waste.In the realm of AI, major companies like Microsoft, Salesforce, and Stripe are launching new tools that integrate AI capabilities into their existing platforms. Microsoft has introduced Microsoft 365 Premium, which combines Office applications with AI features, while Salesforce has launched AgentForce Fibes, a tool that streamlines coding through natural language. Stripe's new instant checkout feature within ChatGPT allows users to purchase products directly from chat interfaces. These developments indicate that AI is becoming an integral part of business infrastructure, and MSPs must focus on helping clients leverage these tools effectively to drive business outcomes.Four things to know today00:00 SMBs Are Increasing Tech Budgets for Cloud, Cybersecurity, and AI, But Forrester Warns True AI Value Will Take Years to Realize04:07 UK Pressures Apple on iCloud Again, Forcing Encryption Rollback That Puts Privacy, Business Security, and Global Precedent at Risk05:39 Windows 10 Sunset Becomes a Flashpoint: Market Share, Hardware Incompatibility, and Sustainability Collide in Microsoft's 2025 Deadline08:23 From Office to Checkout: Microsoft, Salesforce, Stripe, OpenAI, and Google Push AI Into Everyday Work and Consumer Life This is the Business of Tech.    Supported by:  https://scalepad.com/dave/https://mailprotector.com/ Webinar:  https://bit.ly/msprmail All our Sponsors: https://businessof.tech/sponsors/ Do you want the show on your podcast app or the written versions of the stories? Subscribe to the Business of Tech: https://www.businessof.tech/subscribe/Looking for a link from the stories? The entire script of the show, with links to articles, are posted in each story on https://www.businessof.tech/ Support the show on Patreon: https://patreon.com/mspradio/ Want to be a guest on Business of Tech: Daily 10-Minute IT Services Insights? Send Dave Sobel a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/businessoftech Want our stuff? Cool Merch? Wear “Why Do We Care?” - Visit https://mspradio.myspreadshop.com Follow us on:LinkedIn: https://www.linkedin.com/company/28908079/YouTube: https://youtube.com/mspradio/Facebook: https://www.facebook.com/mspradionews/Instagram: https://www.instagram.com/mspradio/TikTok: https://www.tiktok.com/@businessoftechBluesky: https://bsky.app/profile/businessof.tech Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The AI landscape is akin to the Wild West right now. There are so many solutions on the market, and it can be hard for SMBs to know which ones are secure and which can best support their internal systems. Many SMBs need an experienced guide that can navigate this rapidly evolving industry. I'm joined by Dustin Holub, Director of Solutions Architecture at Technology Group Solutions, a Cisco Partner. He helps us cut through the noise by dispelling common fears surrounding AI and providing practical tips that enable SMBs to maximize the benefits of the latest LLM technologies. Learn more about Cisco's solutions for SMBs: www.cisco.com/site/us/en/solutio…usiness/index.html Check our TGS's offerings here: https://www.tgs-mtc.com/

Send us a textThe enterprise software ecosystem continues to evolve rapidly as vendors double down on AI, automation, and data-driven orchestration across business functions. Nintex unveiled new generative AI capabilities to enhance business automation, while Circana introduced its Liquid Supply Chain solution to drive agility and responsiveness in complex networks. CloudBolt extended its optimization capabilities to Kubernetes through the acquisition of StormForge, signaling a stronger focus on cloud efficiency. Kinaxis partnered with Databricks to accelerate AI-powered supply chain orchestration and also announced a collaboration with Infor, further expanding its ecosystem reach. Rootstock's Spring '25 release reimagined the modern ERP experience for manufacturers, and Tempo launched a Strategic Portfolio Management platform to strengthen business alignment. Meanwhile, Tricentis rolled out new testing innovations in its spring update, Velixo secured Series A funding from Elephant to fuel growth, and FloQast introduced auditable AI agents to help finance teams bridge the growing talent gap—illustrating how innovation is reshaping every layer of the enterprise stack.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.Background Soundtrack: Away From You – Mauro SommFor more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform. 

Here is the 2-min "Sniff Test" on how you can avoid going after the wrong deals for you. It will eventually get to the point where it can be done in a few seconds but start out going deep into about 20-30 business summaries (CIMs) to get a handle on things.   SMBs are the biggest target for cyber attacks. Protect your business with Inzo Technologies. Check out....www.inzotechnologies.com, I-N-Z-O, or email Nick directly at nick@inzotechnologies.com.   Get expert M&A guidance, valuations, and fractional executive support from Amplēo. Learn more at www.ampleo.com/lets-buy-a-business-podcast/.   Buying or selling? Business Valuation help? - Lean on Peak Business Valuation and their expertise now.  https://hubs.li/Q03zlvqH0   Join the How to Buy a Business Cohort - Oct 2025? https://www.letsbuyabusiness.com/p/how-to-build-a-business-cohort-with-ryan-condie/   Sourcing List:https://www.letsbuyabusiness.com/source

Send us a textEnterprise Asset Management (EAM) systems in 2025 remain a specialized and best-of-breed category within the enterprise software landscape, purpose-built for organizations that prioritize the maintenance, tracking, and optimization of physical assets. Unlike ERP platforms that aim to unify enterprise-wide processes, EAM systems are typically siloed—designed to function independently and often deployed at the departmental level. This independence allows maintenance, reliability, and facility teams to manage their operations with greater agility, without the need for extensive cross-functional integration. For organizations seeking rapid implementation, localized asset control, and immediate operational value, modern EAM platforms offer the ideal balance of flexibility, scalability, and focus, delivering tangible impact without the burden of complex enterprise rollouts.In this episode, our host Sam Gupta discusses the top 10 EAM Systems in 2025. He also discusses several variables that influence the rankings of these EAM systems. Finally, he shares the pros and cons of each EAM system.Background Soundtrack: Away From You – Mauro SommFor more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform. 

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Today's guest on Resume Assassin Unfiltered, Brianna Doe, is a master at seeing beyond the surface-level marketing tactics and helping brands tell the stories that actually matter. She's the founder and CEO of Verbatim, a hybrid agency and content studio that's built a reputation for helping startups and SMBs create scroll-stopping content and scalable marketing programs. You may have seen her insights featured in places like Fast Company or CNBC, or maybe you're already following her incredible work on LinkedIn.In this episode, we're diving into a topic that's close to both our hearts: What is a story really telling us? We'll unpack how strategy and storytelling come together to create marketing that not only looks good but actually works. If you're a content lover, a writer, or just someone who wants to make your marketing have a deeper impact, you are absolutely in the right place.---------------Update your Resume & LinkedIn Profile:Schedule a 15-minute call with Mary: https://calendly.com/resumeassassin/meet1:1 with Mary: www.resumeassassin.comAI-Enhanced: www.resumesidekick.io---------------Connect with Mary: https://www.linkedin.com/in/mary-southern/Connect with Brianna: https://www.linkedin.com/in/brianna-doe/

As search engines traffic falls due to the fast-growing popularity of AI search, what will become of SEO? In this episode the hosts address the urgency and timing of what's happening, and how SEO providers are rushing to deliver an AI-optimization product. The podcast features an interview with Patrick Briggs, CEO of Semify, who describes what he thinks agencies and media companies should be doing to address the issue right now. Stay in the loop with all things Borrell when you join our Research Alert Lists. As always, thank you for listening. If you like the episode, leave us a review!  Want to join the conversation? Share your comments at borrellassociates.com/podcast.

“That's the literal term several CISOs have used with me unprompted: ‘ticking time bomb.' There's no world in which this doesn't explode the way it's done right now.” Tailscale CEO Avery Pennarun thinks the AI revolution has put a gun to the head of CISOs: embrace unsafe data practices or get fired. They've told him the cybersecurity risks are a “ticking time bomb.” Pennarun joins The BetaKit Podcast to explain how his company has evolved from a programmable mesh network to air traffic control for AI agents, and why he needs other startups to build new tools to make sure the planes land safely. Recorded live at ALL IN 2025. The BetaKit Podcast is presented by CADSI: the national voice of Canada's defence, security, and emerging technology sectors, representing more than 1,000 companies from innovative SMBs to global primes.  CADSI advocates for a resilient and sustainable defence and security sector by engaging government, shaping policy, and strengthening Canada's role with global partners. We create platforms that connect industry with decision-makers, foster collaboration, and reinforce Canada's position as a reliable partner in international security. Visit defenceandsecurity.ca to grow your defence business with CADSI.

Welcome back to our new miniseries, Vertical SaaS: Fintech Disruption by a Thousand Cuts, sponsored by our friends at Pipe. Vertical SaaS platforms are experiencing major growth; they've become the operating system for every industry (with financial products and services baked right into workflows that SMBs already live in every day). Vertical SaaS wins because no one knows the customer better—every product decision flows from that insight. That's it. That's the secret. In Episode 2, Alex Johnson and Luke Voiles (CEO of Pipe) sit down with Bryan Solar, Chief Product Officer at SpotOn, to talk about what true customer centricity looks like in vertical SaaS. Bryan shares SpotOn's journey from loyalty platform to payments … to an all-in-one operating system for restaurants, and why being loved by a subset beats being liked by many; how obsessing over small details (like the wrong button in a bartender's workflow) can make or break a night, and when to build vs. partner in embedded finance.  Plus, he shares how tools like Day Check (same-day wage access) and Profit Assist (an AI that once caught an $400-a-day cost error) can make a big impact. Restaurants run on thin margins, fragile moments, and thousands of micro-decisions — and software that's built with empathy can literally be the difference between survival and failure. Don't miss this conversation on how customer centricity, done right, becomes a right to win. And subscribe to catch future episodes. Thanks for listening!  This episode was brought to you by Pipe. Pipe helps vertical SaaS platforms unlock fast, flexible capital, right inside their product. Learn more at pipe.com/fintechtakes. Sign up for Alex's Fintech Takes newsletter for the latest insightful analysis on fintech trends, along with a heaping pile of pop culture references and copious footnotes. Every Monday and Thursday: https://workweek.com/brand/fintech-takes/ And for more exclusive insider content, don't forget to check out my YouTube page. Follow Alex:  YouTube: https://www.youtube.com/channel/UCJgfH47QEwbQmkQlz1V9rQA/videos LinkedIn: https://www.linkedin.com/in/alexhjohnson Twitter: https://www.twitter.com/AlexH_Johnson Follow Luke: https://www.linkedin.com/in/luke-voiles/ Follow Bryan: https://www.linkedin.com/in/bryansolar/ Learn more about Pipe here.

Most conversations about AI are still caught up in the spectacle. We see demos, marvel at copilots, and argue about the latest big model. But what happens when you strip away the hype and focus on AI that simply works? That is exactly the perspective Olga Lagunova brings to this episode. As Chief Product and Technology Officer at GoTo, she has one goal in mind: make AI useful, practical, and almost invisible. Olga believes the real test of AI is whether it integrates seamlessly into workflows. In her view, the most powerful AI is the kind that feels almost boring because it is just part of how work gets done. During our conversation she explains how GoTo is embedding AI into its platform so that small and midsize businesses can benefit without needing data scientists on staff or large budgets to experiment. We explore the difference between AI for SMBs and AI for enterprises, and why simplicity and trust matter more than shiny features. Our discussion also goes deeper into agentic AI, where tools are no longer just assistants but are taking on tasks in the background. Olga highlights how GoTo balances this shift with guardrails, governance, and human-in-the-loop oversight to ensure that efficiency never comes at the cost of security. We also unpack the classic build versus buy dilemma, why shadow AI is becoming a real risk for companies, and how leaders can measure ROI in a way that proves value both immediately and over time. If you are tired of the hype and want to understand how AI is quietly reshaping the backbone of business operations, this episode with Olga Lagunova will give you a grounded and forward-looking perspective.

If your small business still thinks that a dusty old firewall and a sprinkle of MFA is “good enough,” this episode is your cybersecurity reality check. Picture your company as a lemonade stand with a cash box—hackers are thirsty, and you're wide open for business. We're diving into why SMBs are now hacker playgrounds, how AI is helping cybercriminals get sneakier, and why your robot vacuum may be more security-conscious than your network gear. It's everything you didn't want to know about being a prime target—served up with a twist of humor, a splash of horror, and a tall glass of truth. More info at HelpMeWithHIPAA.com/528

Today, our guest on The PARTNERNOMICS® Show is Amy Courter, Certified EOS Implementer at EOS Worldwide. Amy Courter's rich and diverse background includes two decades of leadership at a billion-dollar public corporation, setting strategy and coordinating systems and processes world-wide. From 2007-2011, Major General Amy S. Courter served as the National Commander and CEO of the Civil Air Patrol, the federally chartered nonprofit corporation and USAF auxiliary, leading 61,000-plus personnel in fulfillment of the organization's three congressionally chartered missions including Emergency Services. Courter has been selected or elected to positions on numerous boards, serving both for-profit and not-for-profit organizations. She has worked in a variety of industries including marketing services, healthcare, technology, and manufacturing. Amy is a Certified EOS Implementer, helping leaders get more from their businesses with shared vision and increased traction, while building a cohesive, healthy, and functioning team that delivers results. Courter is a graduate of Kalamazoo College and earned her MBA from WGU with excellence in ethics and management communication. Amy loves helping SMBs! She's always keeping her eyes open for speaking opportunities where she can help leaders know they can be kind and vulnerable, and still be wildly successful.   Key Insights: Leadership Through Service and Mission Alignment Right People, Right Seats as the Foundation of Growth Transforming Culture with Safety, Purpose, and Accountability From Military and Corporate Lessons to EOS Implementation Reach out to Amy: https://www.linkedin.com/in/amycourter https://www.eosworldwide.com/amy-courter   ********* Are you a partnering professional wanting to earn industry certifications and badges to showcase on LinkedIn? We will give you the first course and certification for FREE ($595 value)!

In this episode of FinTech Layer Cake, Reggie Young sits down with Ariel Blum, Founder of Receive, to unpack the challenges of small business cash flow and why “earned revenue access” could transform how SMBs operate. Ariel shares his journey from watching his parents struggle with delayed payments, to working at Amex, Green Dot, and Melio, to ultimately founding Receive. They explore the future of embedded finance, fintech's shift from “hot or not” to “essential,” and how solving cash flow timing mismatches could unlock massive opportunities for the 33 million small businesses in the U.S. and beyond.

Kwame Agyei is the founder and CEO of Appoynt. He is based in London, UK with operations in Ghana. In this conversation with Peter Ryan, Kwame tells the story of how and why he founded Appoynt during the Covid pandemic and the opportunity for more businesses to work with partners in Ghana. https://www.linkedin.com/in/kwame-agyei-b3ab1333/ https://www.appoynt.co.uk/ --- SUMMARY Mark Hillary and Peter Ryan discuss the growth of BPO services in Ghana, highlighting Kwame Agyei's venture, Appoynt. Kwame, an accountant by background, founded Appoynt during the COVID-19 pandemic to leverage Ghana's talent and regional advantages. The company specializes in back-office support, accounts receivable, and customer support for SMBs in the US and UK. Kwame emphasizes the importance of understanding market capabilities and building trust through quality service. They also discuss the potential impact of proposed US legislation on offshoring and the emerging potential of Ghana as a BPO hub.

Outsourcing podcast Get the full show notes for this outsourcing podcast here: outsourceaccelerator.com/557   SolutionCX Matt Hall, founder and CEO of SolutionCX, joins Derek to share his entrepreneurial journey, the challenges of setting up in the Philippines, and how his company is helping businesses navigate AI and the future of global outsourcing.   References: Website: https://solutioncx.com/ Email: matt@solutioncx.com LinkedIn: https://www.linkedin.com/in/matthall5/   Start Outsourcing Outsource Accelerator can help you transform your business with outsourcing. Get in touch now, or use one of the resources below.   Business Process Outsourcing Get a Free Quote - Connect with 3 verified outsourcing experts & see how outsourcing can transform your business Book a Discovery Call - See how Outsource Accelerator can help you enhance your company's innovation and growth with outsourcing The Top 40 BPOs - We have compiled this review of the most notable 40 Business Process Outsourcing companies in the Philippines Outsourcing Calculator - This tool provides you with invaluable insight into the potential savings outsourcing can do for your business Outsourcing Salary Guide - Access the comprehensive guide to payroll salary compensation, benefits, and allowances in the Philippines Outsourcing Accelerator Podcast - Subscribe and listen to the world's leading outsourcing podcast, hosted by Derek Gallimore Payoneer - The leading global B2B payment solution for the outsourcing industry   About Outsource Accelerator Outsource Accelerator is the world's leading outsourcing marketplace and advisory. We offer the full spectrum of services, from light advisory and vendor brokerage, though to full implementation and fully-managed solutions. We service companies of all sectors, and all sizes, spanning all departmental verticals. Outsource Accelerator's unique approach to outsourcing enables our clients to build the best teams, access the most flexible solutions, and generate the best results possible. Our unrivaled sector knowledge and market reach mean that you get the best terms and results possible, at the best ALL-IN market-leading price - guaranteed.

Is your brand's marketing strategy feeling a little… seasoned? In today's social media landscape, clinging to outdated tactics can mean clinging to what was hot just last week. If you feel like it's time to inject some youthful energy into your approach, how can you do it authentically? Agility requires a willingness to experiment, learn, and adapt quickly. It also demands a deep understanding of your audience and the platforms they engage with. Today, we're going to talk about how SMBs can capture the lightning-in-a-bottle energy of Gen Z marketing without looking like they're trying too hard. To help me discuss this topic, I'd like to welcome Smita Wadhawan, CMO at Constant Contact. About Smita Wadhawan Smita Wadhawan on LinkedIn: https://www.linkedin.com/in/smitawadhawan/ Resources Constant Contact: https://www.constantcontact.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow Try ZipRecruiter for FREE at ⁠ZipRecruiter.com/audio Don't Miss MAICON 2025, October 14-16 in Cleveland - the event bringing together the brights minds and leading voices in AI. Use Code AGILE150 for $150 off registration. Go here to register: https://bit.ly/agile150 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

We're on to sourcing. People who fall off the search train end up at Dell. Here are 6 ways you can search creatively for a business to buy.   SMBs are the biggest target for cyber attacks. Protect your business with Inzo Technologies.Check out....www.inzotechnologies.com, I-N-Z-O, or email Nick directly at nick@inzotechnologies.com.   Get expert M&A guidance, valuations, and fractional executive support from Amplēo. Learn more at www.ampleo.com/lets-buy-a-business-podcast/.   Buying or selling? Business Valuation help? - Lean on Peak Business Valuation and their expertise now. https://hubs.li/Q03zlvqH0   Join the How to Buy a Business Cohort - Sept 2025? https://www.letsbuyabusiness.com/p/how-to-build-a-business-cohort-with-ryan-condie/   Sourcing List: https://www.letsbuyabusiness.com/source

"Why 99% of businesses are left behind by AI sales innovation"Join us with Joe Gagnon, 6-time CEO and Co-Founder of Raynmaker.ai, who's solving the biggest gap in business technology today.The problem is massive: → AI sales tools are built for Fortune 500 companies with huge budgets → Small businesses (99.9% of US companies) get stuck with outdated CRM systems → SMBs compete against enterprises with 100x their sales technology capabilities → Traditional sales automation feels robotic and kills authentic relationshipsJoe's solution is brilliant: Adaptive Neuro-Behavioral Scoring (ANBS) - AI that understands lead readiness AND maintains human integrity in the sales process.His background is unique: 6-time software CEO + extreme endurance athlete (Badwater 135, six marathons on six continents) + recent author of "Living Intentionally" = rare combination of technical expertise, resilience, and ethical leadership.The opportunity is enormous: Give every small business the same AI-powered sales capabilities that only Fortune 500 companies could afford.Don't miss this live conversation about democratizing AI sales technology and building with integrity over manipulation.#AISales #SmallBusiness #RainmakerAI #SalesAutomation #TopGlobalStartups #SMBTech

Send us a textThe enterprise software landscape is undergoing rapid transformation as vendors double down on AI, automation, and data intelligence. ActiveCampaign's acquisition of Hilos strengthens its conversational marketing stack by expanding WhatsApp capabilities, while HG Insights is redefining data intelligence to refine go-to-market execution. HubSpot's planned acquisition of Dashworks signals a deeper integration of AI knowledge management, and Sitecore's launch of the Martech industry's first AI Innovation Lab underscores the growing urgency for marketers to accelerate their AI journeys. StackAdapt continues to advance transparency in connected TV and cross-screen analytics, whereas Accenture and Pipefy are joining forces on over 450 AI agents to scale process automation. Camunda's introduction of agentic orchestration brings a new layer of autonomy to enterprise workflows, and Nintex's generative AI updates further enhance intelligent automation. Meanwhile, Circana's Liquid Supply Chain solution and CloudBolt's acquisition of StormForge to optimize Kubernetes environments highlight a broader trend—AI and automation are now converging across marketing, operations, and infrastructure to drive unified, data-driven execution.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.Background Soundtrack: Away From You – Mauro SommFor more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform. 

Brett and Naveen break down how GenX escapees can use AI to work faster, earn more, and de-risk the leap from corporate. You'll learn where AI actually helps (and where it doesn't), how to turn your experience into simple, repeatable, AI-enabled services, and why singles (small wins) beat swinging for enterprise home runs when you're solo. Think: micro-SaaS, productized services, and month-to-month offers that business owners can say “yes” to quickly.Key TakeawaysGenX Advantage: We've lived analog → digital → internet → mobile. We know how to train people—now we train AI. We also know when outputs are “off.”AI as Fractional Workforce: Treat AI like your on-demand researcher, analyst, designer, scheduler, and SDR. One subscription, many “roles.”Start with Singles: Stop chasing six-figure whales out of the gate. Package $1–5K/month services that solve one need deeply, repeat it across clients.Outcome > Hours: Price the result (clean CRM, personalized outreach engine, faster proposals), not your time. AI compresses hours into minutes—that's the point.Productize the Process: Turn your workflow into a mini system: inputs → AI-assisted steps → valuable output. Reuse 80%, customize 20%.Risk Wins Deals: Month-to-month + clear ROI beats open-ended fractional promises for most SMBs.Practical Use Cases We Cover • Lead gen & personalized outreach at scale • CRM cleanup & contact enrichment • Proposal/slide creation (e.g., Gamma) • Research & meeting prep “briefings” • Contract review & red-flag summaries • Agents & light automations (only after nailing the manual workflow)Simple Monetization Paths (Examples)$2–5K/mo: “Done-for-you” outbound engine (200 targeted emails, replies routed, CRM updated).$1–3K flat: CRM cleanup + enrichment + basic dashboard.$1–2K/mo: Founder research briefs + talk tracks before key meetings.$3–8K setup + $1–3K/mo: Build a lightweight, repeatable micro-SaaS/workflow (pricing, content kits, hiring screens) for a niche.Timestamps • 00:00 Intro & why AI is a GenX superpower • 03:30 From big-corp AI to solo/SMB impact • 06:10 Training people vs. training AI (and knowing “good”) • 11:20 AI as your fractional team: practical tools & roles • 16:45 Thought partner use case (Brett's real examples) • 23:30 Singles over home runs: structure simple wins • 29:45 Value pricing when AI compresses your time • 34:20 Risk, ROI, and easy “yes” offers for SMBs • 38:45 Partnering to productize (stack skills → stack revenue) • 42:50 Action plan & where to find NaveenMemorable Lines • “AI is the great equalizer—your fractional workforce in one subscription.” • “Don't sell AI—sell a solved problem that AI helps deliver.” • “GenX knows what ‘good' looks like. That's the edge 20-somethings can't fake.”Resources Mentioned • Explained Consulting: explained.consulting • Gamma for slide/proposal generation

The total addressable market. TAM.We sometimes think the bigger the better, right? Hey, it means I can go to potential investors with a more impressive number.But too large a total addressable market can hinder success. As this episode's guest says, “serving everyone serves no one.”To hear the story behind that lesson, and many more lesson-filled stories, I talked to Itai Sadan, CEO & co-founder, Duda [https://www.duda.co/]. Duda has raised $100 million, including most recently $50 million in Series D growth funding. Sadan manages a team of 180 people at Duda.Lessons from the things he madeNo one needs to give you a mandate (even in a big company), just find your customer's problem and solve it for themCrank through itEvolve your product over time to land on the right ideaSpeed in decision making is very importantIf you are feeling the pressure, it means that you are not applying enough pressureSolve the right problems for the right customers…serving everyone serves no oneTurn your knowledge assets into a new revenue streamMarketingSherpa has teamed up with parent company MeclabsAI to produce a research study. We are granting 10 AI engineering vouchers worth $7,500 each to eligible companies. Apply for your $7,500 AI Engineering Voucher [https://meclabs.com/research/ai-engineering-voucher].Discussed in this episodeOpen-Source Start-up Marketing Strategy: Sometimes you need to poke the snake (podcast episode #147) [https://marketingsherpa.com/article/interview/open-source]Time To Value: 3 speed-to-value marketing case studies featuring A/B testing, value focusing, and niche ad targeting [https://marketingsherpa.com/article/case-study/time-to-value]Entrepreneurial Resilience: Many of the day-to-day annoyances that inspired him to sell, he actually missed after he sold (podcast episode #78) [https://marketingsherpa.com/article/interview/entrepreneurial]B2B SaaS Marketing: No progress after Series A without product marketing (podcast episode #148) [https://marketingsherpa.com/article/interview/B2B-SaaS]Get more episodesSubscribe to the MarketingSherpa email newsletter [https://www.marketingsherpa.com/newsletters] to get more insights from your fellow marketers. Sign up for free if you'd like to get more episodes like this one.For more insights, check out...This podcast is not about marketing – it is about the marketer. It draws its inspiration from the Flint McGlaughlin quote, “The key to transformative marketing is a transformed marketer” from the Become a Marketer-Philosopher: Create and optimize high-converting webpages [https://meclabs.com/course/] free digital marketing course.Apply to be a guestIf you would like to apply to be a guest on How I Made It In Marketing, here is the podcast guest application – https://www.marketingsherpa.com/page/podcast-guest-application

Send us a textBefore exploring the Top 10 Marketing Automation Systems in 2025, it's essential to define what truly qualifies as a marketing automation platform and the criteria used for evaluation. This category is distinctly siloed—comprising standalone, SaaS-based systems designed to function independently, without the need for deep operational or cross-functional integration. Although some ERP and CRM platforms may offer features like campaign tracking or email management, they do not fall under this category. True marketing automation systems are purpose-built to orchestrate complex, multi-channel campaigns, automate customer journeys, and manage behavioral engagement at scale—delivering the kind of precision and personalization that integrated enterprise systems typically can't achieve on their own.In this episode, our host Sam Gupta discusses the top 10 Marketing Automation Systems in 2025. He also discusses several variables that influence the rankings of these marketing automation systems. Finally, he shares the pros and cons of each marketing automation system.Background Soundtrack: Away From You – Mauro SommFor more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform. 

“It actually allows us an opportunity to build sovereign capability and leapfrog to get our armed forces where they need to be by taking advantage of leapfrog Canadian technologies.” US President Donald Trump opened his mouth and suddenly Canada needed a defence tech sector. The Icebreaker's Matthew Lombardi was conscripted by the federal government to help map that sector; he joins to explain why many of the technologies Canada currently develops have a dual use in defence. The BetaKit Podcast is presented by CADSI: the national voice of Canada's defence, security, and emerging technology sectors, representing more than 1,000 companies from innovative SMBs to global primes.  CADSI advocates for a resilient and sustainable defence and security sector by engaging government, shaping policy, and strengthening Canada's role with global partners. We create platforms that connect industry with decision-makers, foster collaboration, and reinforce Canada's position as a reliable partner in international security. Visit defenceandsecurity.ca to grow your defence business with CADSI. Related links: ‘Mission is a go' for Canadian defence tech Ottawa's industrial benefits policy plagued by inefficiencies, contractors say Isabelle Hudon says BDC is getting ready to support Canada's defence tech sector in “a more aggressive way”  

In this episode of the CPQ Podcast, host Frank Sohn sits down with Matthias Radner of Resolto, a Festo company, to discuss his journey from face-to-face mattress sales to enterprise CPQ software. Matthias shares how early lessons in customer interaction shaped his approach to selling Configure, Price, Quote solutions, and why patience is key in long sales cycles—like when a customer signed an offer he created four years earlier. Listeners will hear about Resolto's Configon CPQ platform, designed for both SMB plug-and-play deployments (with average implementation times of just four weeks) and enterprise-level projects worth €400K–€500K. Matthias explains the importance of CAD integration via Cadenas, their unique use of Google Blockly-style rule building, and how Resolto works closely with parent company Festo to shape its roadmap, including upcoming AI-driven innovations. Beyond technology, Matthias opens up about his personal passions—from competing in international hip hop dance championships to playing tennis for relaxation today. The conversation also explores Resolto's growing footprint across DACH, Italy, the Netherlands, the US, and Japan, and why industries like machine engineering and electrical devices are key focus areas. If you're interested in visual product configurators, CAD-driven CPQ solutions, and strategies for simplifying complex product sales, this episode offers valuable insights into the evolving world of CPQ.

Is your career site delivering the conversion you need? Dalia's plug-and-play tech turns any employer career site into a high-performance candidate conversion engine — no replatforming required, live in days.Visit dalia.co to learn more. AND by jobcase, Jobcase is an online community where workers of all kinds – like hourly employees, tradespeople and healthcare technicians – access jobs, make connections, and support each other in any aspect of their work life.Visit jobcase.com/hire and tap into their 120 million strong  job seeker network Alright rec techies…..here's what's happening this week. We have a ton of funding announcements to share. First up…DianaHR, which offers an AI-powered HR-as-a-Service platform for SMBs, announced today that it has raised a $3.7M seed round led by SNR Ventures with participation from General Catalyst, Y Combinator and unicorn founders including founders of Mercury, Twitch and Dropbox.  https://hrtechfeed.com/hr-as-a-service-for-smbs-lands-funding/ RippleMatch announced the launch of its AI-Talent Marketplace, a skills-based hiring engine built to meet the realities of a job market transformed by AI. The new platform flips traditional hiring on its head—replacing outdated resumes and proxies with verified skill signals showcasing AI fluency, interpersonal skills, and technical proficiencies. Designed to serve the next generation of talent and companies building the modern teams of tomorrow, this product marks a major shift in how early-career hiring happens. https://hrtechfeed.com/ripplematch-unveils-ai-talent-marketplace/ Payscale Inc., the leading provider of compensation intelligence solutions, announced today that it has acquired Datapeople, an AI-powered recruiting platform that helps hiring teams create clearer, more effective, and more compliant job postings. https://hrtechfeed.com/payscale-acquires-ai-powered-recruiting-platform-datapeople/ ServiceNow (NYSE: NOW), the AI platform for business transformation, today announced it is expanding its global presence in the fast-growing city of West Palm Beach to drive AI innovation, talent development, and economic growth. Located at 10 CityPlace, a new development by Related Ross in Florida's Gold Coast innovation corridor, the expansion will include a new regional innovation hub and AI Institute, and is expected to deliver $1.8 billion economic impact and create more than 850 jobs over the next five years. https://hrtechfeed.com/servicenow-to-expand-in-florida-create-850-new-jobs/ iCIMS, the talent acquisition software provider trusted by the world's leading brands, today announced its acquisition of Apli – a fast-growing, AI-powered recruitment automation innovator focused on the frontline hiring experience – to complement iCIMS' enterprise AI talent-acquisition platform. Apli helps organizations attract, assess and hire frontline talent through advanced conversational AI. https://hrtechfeed.com/icims-acquires-apli/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Global sourcing has long been a barrier for small and medium-sized businesses (SMBs). Language differences, compliance challenges, logistics hurdles, and trust issues can overwhelm even the most determined entrepreneurs. In this episode of the AI in Business podcast, Kuo Zhang, President of Alibaba.com, shares how new technologies—including Alibaba's agentic AI system Accio—are streamlining procurement and unlocking opportunities once reserved for enterprises. Drawing on examples from thousands of SMBs worldwide, Zhang details how AI is transforming sourcing from a months-long, manual process into an automated workflow that delivers results in hours. He also discusses how Alibaba.com is embedding AI into every layer of its platform, from search to supplier engagement, and how organizations of any size can begin adopting these systems with minimal lift. Want to share your AI adoption story with executive peers? Click emerj.com/expert2 for more information and to be a potential future guest on the ‘AI in Business' podcast! Join enterprise leaders at Emerj's Vision to Value AI Infra Summit to explore strategies for building, securing, and scaling AI infrastructure. Reserve your free spot today: emerj.com/infrasummit2.

In this Grownlearn episode, Sal Rehmetullah (co-founder of Stax Payments and now Worth) breaks down how he and his sister Suneera scaled Stax to 500 employees and $200M ARR, sold it for $1B, and then turned their attention to the broken world of small-business credit. We dig into Worth's AI-powered underwriting plus onboarding stack, why they don't touch fund flows, and how they're partnering across global data sources so banks and lenders can understand real-time business risk—think “Credit Karma for business,” but built for enterprise adoption first. Sal also gets candid about purpose post-exit, minority-led entrepreneurship, the $25M seed led by TTV Capital, and what SMB owners can do today to become more lendable. About the guest: Sal Rehmetullah is the co-founder of Stax Payments (one of the first minority-led fintech unicorns) and co-founder of Worth, which is rebuilding the financial infrastructure for SMBs with real-time compliance, onboarding, and underwriting. --------------------------------------------------------------------------------------------------------------------------------------------- GrowNLearn, led by Zorina Dimitrova, connects select VCs, Family Offices, and Strategic Investors with precisely matched, high-growth ventures across Europe and the U.S. We also support founders with strategic growth advisory—helping you transform your business model, increase valuation, and prepare for investment or exit.

We're launching a new recurring segment with Lee Ann Pepper focused on real-world revenue ideas for corporate escapees.If you've ever asked yourself, “How would I actually make money if I left corporate?” this episode is for you.Lee Ann and I break down practical, low-risk ways GenXers can start monetizing today—without swinging for six-figure fences or waiting years to replace a corporate paycheck.In this episode, you'll learn:How User-Generated Content (UGC) works and why it's perfect for GenXers who don't want to be influencers.The new inventory-free e-commerce model that lets you launch products without warehouses or Amazon risk.Why the Connector Model (introductions + network leverage) is a hidden path to retainer + commission income.How to get paid for hiring advisory—helping SMBs make better hires using your experience.Why small, repeatable service retainers often add up faster than chasing one big consulting deal.The mindset shift from swinging for home runs to stacking singles for steady cash flow.Enjoy and let us know what you think!

Send us a textThe enterprise technology landscape continues to accelerate its AI-driven transformation, with a flurry of announcements underscoring the shift toward intelligence and automation. BMC unveiled new GenAI innovations designed to unlock deeper business value from enterprise data, while Certinia rolled out its Spring 2025 release with enhanced automation capabilities. Laserfiche introduced a suite of generative AI features, and Make launched its Make AI Agents to bring real-time intelligence to no-code workflows. ActiveCampaign expanded its reach into conversational commerce by acquiring Hilos for WhatsApp integration, and HG Insights redefined data intelligence to sharpen go-to-market execution. Meanwhile, HubSpot revealed plans to acquire Dashworks to bolster its AI knowledge capabilities, and Sitecore launched the martech industry's first AI Innovation Lab to accelerate marketers' AI adoption. Complementing these moves, StackAdapt advanced transparency in connected TV and cross-screen analytics, while Accenture and Pipefy announced collaboration on more than 450 AI agents—signaling that enterprise AI innovation is scaling from pilots to operational impact across industries.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.Background Soundtrack: Away From You – Mauro SommFor more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform. 

Meet: Ashis GuptaHelping businesses unblock growth with access to a proven COO who's already scaled businesses like yours at a fraction of the cost of a full-time hire.I've had a long journey in business and tech (co-founded and sold a wireless company to Qualcomm; managed a ninja operations team at Apple responsible for a $2B/year budget; turned a loss-making E-Comm to +25% EBITDA and sold in 4 years, and now running a “100 Most Promising Companies of 2024” with ScaleUpExec), and in that time I've learned a lot about what truly makes businesses tick.Through these experiences and my years having led teams in large enterprises and startups, I've formulated and implemented counter yet impactful ways of making teams actually impactful to the business while being motivated through the process. I'm a fan of being hands-on with execution (not just with strategy) and have developed an industry-agnostic skillset to solve problems such as creating sales and marketing channels that scale fast; building super-effective yet affordable remote teams; getting founders out of day-to-day operations.I've already had the chance to help 20+ businesses in different industries navigate every kind of problem - from businesses going through existential crises, to ones growing at breakneck speeds - with disproportionate results. And now it's my mission to be of support to more entrepreneurs. That's why I'm building ScaleUpExec, to provide SMBs access to the rare “gems” of COOs who will not only operate and optimize, but also fast-track your business's growth, at a fraction of the cost of a full-timer.DM me if there's any way you think I can be of assistance in your business, or if you just want to get another pair of eyes looking at the problem. I'd love to help.More:Website:https://scaleupexec.com/LinkedIn: https://www.linkedin.com/in/ashish-gup/

Send us a textField service systems have emerged as a critical and independent pillar of enterprise software, complementing ERP and CRM rather than blending into them. Their siloed design is deliberate—crafted to empower technicians and contractors operating in unpredictable environments where connectivity can falter. By truncating transactions and prioritizing speed, these platforms enable uninterrupted operations in the field, with data later synced to the enterprise backbone. This decoupled architecture ensures that essential functions—like customer interactions, service tickets, and work orders—continue smoothly without being weighed down by complex back-end models. Rather than a limitation, this separation is a strategic strength, enabling real-time, device-centric execution in even the most bandwidth-challenged scenarios.In this episode, our host Sam Gupta discusses the top 10 Field Service Systems in 2025. He also discusses several variables that influence the rankings of these field service systems. Finally, he shares the pros and cons of each field service system.Background Soundtrack: Away From You – Mauro SommFor more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform. 

In this episode, Richard talks to Myles Peart. He's the Technical Director of NetSec, a UK-based managed service provider. The company recently won a prestigious MSP award from SuperOps and were named Emerging MSP of the Year.Myles talks about the experience of entering awards and what it's like being a winner. He shares his journey in the MSP space, how he set NetSec up, their current tool stack and how his wife came to join the company.Richard asks Myles to explain why he encourages platform unification for SMBs and how his clients find using M365 almost exclusively. They discuss why a focus on cybersecurity is a good idea and the value in forming strategic business alliances.Myles shares the NetSec approach to customer relationships and why the company focused on successful project delivery in their early days. He talks about how he keeps up with the pace of tech changes and his experiences working with coaches for business and health. Mentioned in This EpisodeNetSecPSA/RMM platform: SuperOpsSuperOps MSP awardsCybersecurity tool: Heimdal SecurityPassword manager: Keeper SecurityCloud backup: N-able CoveEmail signature software: ExclaimerCertification: Cyber EssentialsMicrosoft automation tool: Power AutomateScott Riley of Inside AgentNews site: Legal News WalesTech careers for young people CyberFirstUK government security centre: NCSCDavid Brereton of MysonPagesAutomation platform: ZapierBusiness event: Ideas FestEntrepreneur seminar: James Sinclair Business Master Class

The most important part of the business acquisition search....what are you looking for (specific) and why!?   SMBs are the biggest target for cyber attacks. Protect your business with Inzo Technologies. Check out....www.inzotechnologies.com, I-N-Z-O, or email Nick directly at nick@inzotechnologies.com.   Get expert M&A guidance, valuations, and fractional executive support from Amplēo.Learn more at www.ampleo.com/lets-buy-a-business-podcast/.   Buying or selling? Business Valuation help? - Lean on Peak Business Valuation and their expertise now.   https://hubs.li/Q03zlvqH0     Join the How to Buy a Business Cohort - Sept 2025?https://www.letsbuyabusiness.com/   Questions to Ask Around Narrowing Down Your Criteria: https://docs.google.com/document/d/1VXYFgAVquG3vwhDiDo4tEHnIx0xI_Hok1o_Mc_ru23Y/edit?usp=sharing

Send us a textThe enterprise software landscape is rapidly evolving with a wave of AI-driven innovations, strategic acquisitions, and product updates designed to enhance automation and business agility. Precisely strengthened its Automate SAP Data API with new enhancements, while SAP showcased its Joule-powered AI capabilities to deepen enterprise intelligence. SC Codeworks rolled out updates to its warehouse management system, and WaveMaker debuted a marketplace for prefabricated app building blocks to accelerate low-code development. In a major move, Braze announced its agreement to acquire OfferFit, expanding its personalization capabilities, while AVEVA and ServiceNow revealed a new partnership aimed at integrating industrial and digital workflows. BMC introduced generative AI innovations to unlock greater value from enterprise data, and Certinia detailed its Spring 2025 release with fresh product enhancements. Laserfiche unveiled new generative AI features, and Make launched Make AI Agents, bringing real-time intelligence to no-code automation—collectively underscoring how AI and automation are reshaping the next chapter of enterprise technology.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.Background Soundtrack: Away From You – Mauro SommFor more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform. 

Send us a textDefining plastic extrusion ERP systems requires recognizing both their specialization and breadth, as they span the diverse business models across the extrusion value chain—from resin and pellet distributors to large-scale manufacturers of finished plastic products. While the focus is on extrusion, these systems must also account for the interconnected roles of suppliers, converters, and distributors to ensure real-world workflows are fully represented. However, no single ERP vendor fits every sub-segment equally well; some platforms are built for the complexities of high-volume extrusion manufacturing, while others better serve niche distributors or specialty converters. That's why guidance tied to each ERP option is crucial, with attention paid not only to system size but also to how well it supports extrusion-specific needs like scheduling, quality control, and regulatory compliance—factors that can ultimately determine whether an ERP investment delivers long-term value.In this episode, our host Sam Gupta discusses the top 10 Plastic Extrusion ERP systems in 2025. He also discusses several variables that influence the rankings of these Plastic Extrusion ERP systems. Finally, he shares the pros and cons of each Plastic Extrusion ERP system.Background Soundtrack: Away From You – Mauro SommFor more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform. 

Is the hype around AI in marketing justified, or are we setting ourselves up for another "tech bubble" disappointment? Agility requires not only embracing new technologies like AI, but also a fundamental shift in mindset, processes, and even organizational structure. It demands a willingness to experiment, learn, and adapt quickly to the ever-changing marketing landscape. Today, we're going to talk about how AI is poised to revolutionize marketing, from personalization and customer engagement to the very structure of the SaaS market itself. To help me discuss this topic, I'd like to welcome, Rafael “Rafa” Flores, Chief Product Officer at Treasure Data. About Rafael Flores As an accomplished technology executive and proud immigrant from Honduras, I specialize in scaling SaaS companies from startup to high-growth enterprises. My career is built on my family's deep-rooted principles: valuing education, treating others with equal respect regardless of background, and uplifting younger talent—because I was once that little boy with big dreams. Throughout my career, I have led transformative initiatives at some of the most recognized names in the technology landscape:Meltwater: Played a pivotal role in the company's successful IPO, showcasing expertise in product innovation and market readiness.Datanyze: Led strategic initiatives that culminated in a successful acquisition by ZoomInfo, enhancing data intelligence capabilities.ARM Holdings: Spearheaded innovation in Retail SDK and IoT solutions, advancing the company's technology ecosystem and driving new business opportunities. 6sense: Led all automation, data, and AI-products, fostering a culture of collaboration and inclusion, while delivering data-driven solutions that empower GTM team(s) to sell effectively.Treasure Data: Orchestrated a landmark $600M acquisition by ARM and secured record-breaking Customer Data Platform (CDP) funding. Today, I am back leading Treasure Data through a transformative era of intelligence and automation fit for scale, while returning to an organization that feels like home—rich with talent, poise, and a passion for progress. I am also a devoted father of three beautiful children and grateful for the unwavering support of my wife—a registered nurse who embodies strength and compassion. My core expertise lies in defining and executing product strategies, roadmaps, and key performance indicators (KPIs). I possess deep knowledge of CDPs, data management, privacy frameworks, and SaaS go-to-market (GTM) applications, scaling solutions for businesses ranging from agile SMBs to Global 2000 enterprises. Rafael Flores on LinkedIn: https://www.linkedin.com/in/ref2019/ Resources Treasure Data: https://www.treasuredata.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow Don't Miss MAICON 2025, October 14-16 in Cleveland - the event bringing together the brights minds and leading voices in AI. Use Code AGILE150 for $150 off registration. Go here to register: https://bit.ly/agile150 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