Podcasts about smbs

Send us a textWhen evaluating the CRM category, our analysis intentionally moves beyond CRM modules embedded within ERP systems and instead focuses on best-of-breed CRM platforms and the full spectrum of capabilities that define modern customer engagement. This includes not only core operational CRM functions such as sales force automation and pipeline management, but also upstream marketing automation, downstream customer experience and service workflows, contact center operations, events, search, and the increasing convergence with CMS and website capabilities that anchor the digital customer journey. While vendors may brand these pillars as Sales Cloud, Marketing Cloud, or reposition them around AI- and agentic-workflow narratives, the underlying architecture remains consistent, and strategic orientation matters: some platforms are designed for specific micro-verticals with tightly integrated suites, while others pursue broad horizontal coverage. These choices materially affect extensibility, process design, and long-term fit, particularly across B2B versus B2C use cases, where many CRM systems struggle with complex B2B sales cycles—driving continued demand for low-code and no-code customization and deeper integration across CRM, eCommerce, and CMS ecosystems.In this episode, our host Sam Gupta discusses the top 10 CRM systems in 2026. He also discusses several variables that influence the rankings of these CRM systems. Finally, he shares the pros and cons of each CRM system.Video: https://www.youtube.com/watch?v=kBLUBdDuWQcRead: https://www.elevatiq.com/post/top-erp-systems/Questions for Panelists?

Amplio operates a two-sided marketplace that helps manufacturers monetize surplus inventory and decommissioned industrial equipment rather than writing off assets or paying for disposal. The company has won contracts with GM and SpaceX despite competing against liquidators with 30-year local relationships. In a recent episode of BUILDERS, we sat down with Trey Closson, Co-Founder and CEO of Amplio, to unpack how the company executed a complete business model pivot from supply chain risk software to marketplace, discovered that enterprise deals close faster than SMB despite conventional wisdom, and built repeatable GTM motions in a fragmented $100B+ market previously dominated by local operators. Topics Discussed: Executing Amplio's pivot from supply chain risk software to surplus inventory marketplace Moving four truckloads of inventory through a WeWork to prove the business model Closing GM and SpaceX inbound from Google Ads as the PMF validation signal Displacing 30-year incumbent relationships through corporate + local dual threading Why enterprise contracts closed faster than SMB deals in Amplio's specific context Scaling beyond founder-led sales to repeatable AE motions Operating a two-sided marketplace: supply acquisition strategy vs. demand conversion GTM Lessons For B2B Founders: Manual heroics prove economics before automation: When a customer offered Amplio $25 million in surplus inventory, Trey had no warehouse, no logistics infrastructure, and no playbook. What was supposed to be four pallets became four full truckloads delivered to their WeWork. Trey and one employee physically moved inventory boxes off pallets into their office space, then figured out how to sell it while the WeWork management threatened eviction. The core insight: "the first time solving a problem, it doesn't need to be an automated, efficient process, it just needs to be okay. A customer has a problem, we need to figure out a way to solve that problem." Only after proving they could profitably solve the problem multiple times did they invest in automation and efficiency. For founders, the implication is clear—delay infrastructure investment until you've manually proven unit economics and repeatability, even if execution requires unsustainable effort. True PMF signals come from zero-relationship wins: Trey leveraged 15 years of supply chain relationships to secure initial customers and build product infrastructure. But he identifies the precise PMF inflection point: "middle of last year, we had both GM and SpaceX respond to a Google Ad." These companies had zero connection to Trey or his co-founder, found Amplio through SEM, and chose them over traditional liquidators they'd worked with for years. This is the distinction between "my network will buy from me" and "the market will buy from us." Founders should use their Rolodex to achieve velocity and prove the concept, but recognize that true product-market fit only exists when customers with no founder relationship choose your solution over established alternatives. Enterprise velocity depends on payment direction and urgency profile: Amplio deliberately focused on enterprise after being told by multiple founders to avoid "hunting whales." They discovered enterprise closed faster than SMB for three structural reasons. First, SMBs had unrealistic recovery expectations—wanting $900K back on $1M inventory when market reality is cents on the dollar, creating unresolvable expectation gaps. Second, enterprises had the problem across 100+ facilities with no dedicated owner and urgent mandates from finance or supply chain leadership. Third, because Amplio pays customers rather than charging them, legal review velocity increased dramatically. As Trey explains: "the lawyers thankfully determine, because we're not getting paid by them, that there's low risk for them in terms of signing a contract with us." Founders should map their specific deal structure and customer urgency profile rather than defaulting to SMB-first based on generic advice. Displace entrenched relationships through dual-threading: The surplus liquidation market is hyper-fragmented with hundreds of thousands of local liquidators, many holding 30-year plant-level relationships. Amplio's breakthrough: "partnering together with that person at the corporate level we can indicate not only can we solve the problem locally, but we can also do it across the entire enterprise." They pair the local plant manager with corporate procurement or finance leadership, demonstrating local problem-solving plus enterprise-wide scalability that local liquidators cannot match. This dual-threading strategy neutralizes the incumbent's relationship advantage while showcasing the efficiency and consistency that corporate leadership values. For founders entering relationship-driven markets, identify the corporate stakeholder whose enterprise-wide objectives trump individual facility loyalty. Accelerate trust through predictable execution in low-NPS markets: Industrial liquidation is a "really low NPS industry—nobody loves working with their liquidator." In markets with poor customer satisfaction and commoditized offerings, trust accelerates when you focus on "say-do ratio"—if you commit to something, execute it. Amplio often solves adjacent problems outside their core offering and frequently removes inventory from warehouses faster than economically optimal to make customers "look like an absolute hero." This over-delivery in low-satisfaction markets creates disproportionate differentiation. The tactical implementation: understand what problems the organization is trying to solve beyond your core product, find ways to solve those problems even if not monetizable, and prioritize making your champion successful over optimizing every transaction. // Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe. www.GlobalTalent.co // Don't Miss: New Podcast Series — How I Hire Senior GTM leaders share the tactical hiring frameworks they use to build winning revenue teams. Hosted by Andy Mowat, who scaled 4 unicorns from $10M to $100M+ ARR and launched Whispered to help executives find their next role. Subscribe here: https://open.spotify.com/show/53yCHlPfLSMFimtv0riPyM

Today, Chris sits down with Joe Schaeppi, co-founder & CEO of Solsten—a deep-tech company mapping human psychology and turning it into actionable AI for creative, targeting, and product personalization. After 8 years of R&D, Solsten's “human context layer” helps enterprises and SMBs understand why people act the way they do—then adapt ads, products, and AI agents to match. Clients like LEGO and Peloton report creative wins and 3× conversion lifts, while a new self-serve product opens the stack to smaller teams.Highlights include...• Building a cognitive-behavioral AI model from clinical-grade psychometrics and authentic behavior data• Why “creative is the new targeting” (Meta's Andromeda) and how psychology-matched creative cuts CPI/raises LTV• Personalization beyond demographics—training AI agents to speak in users' thinking and communication styles• Go-to-market shift: from years of R&D to scale (>$35M raised; investors incl. RedBird & Galaxy)• Use cases across gaming, fintech, health/fitness, hospitality, and more

In this episode of the Shift AI Podcast, Adam Alfano, Global Head of SMB at Salesforce, joins host Boaz Ashkenazy for a wide-ranging conversation on how AI agents are fundamentally reshaping small and medium-sized businesses.Adam shares his unconventional career journey—from growing up in a steel town outside Toronto to building a global sales career and now leading Salesforce's SMB organization. From there, the discussion dives deep into how today's SMBs are navigating constant macro change with resilience, optimism, and an increasingly innovative mindset.The conversation explores how agentic AI is enabling small teams to operate with enterprise-level reach—automating frontline sales development, customer service, onboarding, and even complex workflows traditionally reserved for large organizations. Adam explains why CRM platforms are becoming the operating system for human–AI collaboration, how structured data is the foundation for effective agents, and why managing AI agents increasingly looks like managing employees.Boaz and Adam also examine the growing sense of overwhelm SMB founders feel around AI tooling, why “just help me set it up” is becoming the winning go-to-market strategy, and how natural-language interfaces are collapsing the technical barrier to adoption. The episode closes with a forward-looking discussion on avatars, workforce orchestration, and why the future of work is best described as “limitless potential.”This episode is essential listening for founders, operators, and product leaders who want to understand how AI is moving beyond individual productivity gains to unlock entirely new operating models for small businesses.Chapters[00:00] From Steel Town to Salesforce: Adam's Career Journey[04:24] The State of SMBs: Resilience, Innovation, and Opportunity[07:18] What Defines an SMB—and Why Size Matters Less Than Ever[08:17] Agentic AI in Practice: Sales, Service, and Infinite Reach[11:22] Why CRM Is Becoming the OS for Human–AI Collaboration[14:44] Data as the Foundation: Structuring Information for AI Agents[17:32] Lowering the Barrier: Natural Language, Vibe Coding, and Usability[19:41] The AI Tool Overload—and How SMBs Actually Want Help[21:31] Where AI Delivers the Biggest Near-Term Impact[24:31] Avatars, AI Teammates, and New Interaction Models[28:48] The Future of Work: Limitless PotentialConnect with Adam AlfanoLinkedIn: https://www.linkedin.com/in/adam-alfano-60ab329/Connect with Boaz AshkenazyLinkedIn: https://www.linkedin.com/in/boazashkenazy/Email: info@shiftai.fm

Welcome to another episode of Building the Premier Accounting Firm with Universal Accounting Center. Today, Roger sits down with Shady Abboud, to discuss his unique path into accounting, blending entrepreneurial experience with finance expertise. Shady highlights the distinction between bookkeeping and CFO advisory services, emphasizing the strategic role of a CFO in business growth and decision-making for SMBs. Learn how a niche in e-commerce can boost success. In This Episode: 00:00 Welcome Shady 01:31 Shady's Entrepreneurial Journey to Accounting 05:36 The Strategic Accountant's Perspective 10:09 Bookkeeping vs. CFO Advisory Services 13:50 When a Business Needs a CFO 17:46 Key Performance Indicators for Businesses 20:21 The Value of CFO Client Relationships 23:07 Managing Bookkeeping and Advisory Businesses 27:06 The Niche Advantage: E-commerce Accounting 31:00 Empathy in Client Relationships 35:42 The Bookkeeping Business Experience 39:48 Gratitude and Supporting Entrepreneurs 42:14 Closing Thoughts: Specialization and Mindset 47:00 Podcast Wrap-up and Resources Key Takeaways: Understand your business owner clients' goals beyond just numbers for better financial advice. Differentiate bookkeeping as compliance-focused and CFO advisory as forward-looking strategic analysis. Recognize signs a business needs a CFO, especially during periods of rapid growth, contraction, or strategic pivots. Prioritize gross profit margin as a core KPI to assess business efficiency and impact of external factors like inflation. Cultivate empathy and build trusting relationships with clients to foster open communication and address challenges effectively. Featured Quotes: "My strongest suit was always accounting and finance. So I decided to go into that route exclusively and I really enjoyed it." — Shady Abboud "The CFO or the fractional CFO is the CEO's best friend because he's having a conversation with the business owner that no one else is having." — Shady Abboud "We are more than just a provider. We are their partner. And sometimes one of the most important pieces in their business." — Shady Abboud Behind the Story: Shady offers a look into his evolution from a corporate role to launching and selling two businesses, including a restaurant. This hands-on experience of "wearing all the hats" gave him a rare perspective that traditional accountants often lack. He discovered his knack for finance and his ability to translate complex financial concepts into understandable insights for business owners, leading him to establish his own accounting and advisory firms. His story highlights the personal and professional shifts that paved his way to becoming a strategic financial partner. Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Connect the Shady on LinkedIn: https://www.linkedin.com/in/shadyabboud/  https://unloop.com/    Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable.  These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. "in the BLACK, nine principles to make your business profitable" – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. "Your Strategic Accountant" - Understand the 3 Core Accounting Services (CAS - Client Accounting Services) you should offer as you run your business. Help your clients understand which numbers they need to know to make more informed business decisions. "Your Profit & Growth Expert" - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Follow the Turnkey Business plan for accounting professionals.  This is the proven process to start and build the premier accounting firm in your area.  After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share.     Also learn the best practices to automate and nurture your lead generation process allowing you to get the bookkeeping, accounting and tax clients you deserve.  GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients.   Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center.   It's here you can become a:   Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE   Next, join a group of like-minded professionals within the accounting community.  Register to attend GrowCon and Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.   The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter   Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value.   For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777  

Send us a textEnterprise software vendors are tightening execution around AI enablement, workflow depth, and operational recovery rather than pursuing broad platform reinvention. Acquisition activity—from Sage moving to acquire Fyle, to SYSPRO acquiring DATASCOPE, Zendesk completing its acquisition of HyperArc, and Contentsquare acquiring Loris AI—signals a continued emphasis on capability-led expansion tightly aligned to core use cases. In parallel, AI product announcements from NetSuite, Sage Intacct, Zoho, and Zendesk emphasize connectors, agents, and embedded intelligence designed to improve productivity within existing workflows rather than displace them. Finally, the case of AAON underscores the operational reality behind these trends: ERP value is ultimately realized not through announcements or AI features alone, but through disciplined execution, stabilization, and long-term operational turnarounds—particularly in complex manufacturing environments where recovery often matters more than rapid transformation.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=uOdEBRue0MMQuestions for Panelists?

Welcome back to the EUVC Podcast, where we bring you the people and perspectives shaping European venture.This week, Andreas Munk Holm is joined by Max Schertel, co-founder & CEO of finmid, and Tim Rehder, General Partner at Earlybird, to unpack the rise of embedded lending infrastructure for B2B platforms.From food delivery and PSPs to ride-hailing and fleet platforms, finmid lets marketplaces offer financing directly to their merchants – with a single integration, across 30+ European markets. Together, they break down why embedded lending is often new capital, not just smoother UX; how better data lets you underwrite the “invisible” SME segment; and what it really takes to scale regulated infra across a fragmented Europe.Here's what's covered:01:03 – What finmid does: One integration for platforms to offer any financing product to business users across Europe02:02 – Why embedded wins: Tim on data access, risk scoring, and turning platforms into “banks in all but the balance sheet”04:05 – Owning infra, not capital: Regulation, operations and data engine vs outsourcing pure funding to institutions06:43 – Economics & margins: Market size, 60%+ gross margins, and why net income beats headline spread10:47 – Customer examples: How Wolt Cash works, proactive offers in the merchant dashboard, and +80% retention uplift12:32 – Impact on the market: New capital for underserved SMEs vs just smoothing the bank journey17:57 – Ticket sizes & duration: Typical loans of €10–20k, up to ~12 months, 85% renewal and the path to larger, longer credit21:15 – AI & risk: Using generative and agentic AI in ops (adverse media) and data science (millions of data points, daily model iteration)29:20 – Scaling to 30 countries: U27 + UK, CH, IS – regulation, payments rails and why “ugly detail work” is the real moat40:17 – Partner alignment: Making financing core to platform metrics (GMV & retention) and hard-won lessons on incentives

Send us a textBefore reviewing the top ERP systems for 2026, it is essential to align on how ERP systems are defined in this analysis: the focus is on individual ERP products, not the vendors that own them. This distinction matters because products within the same vendor portfolio can receive materially different levels of strategic attention, R&D investment, and roadmap momentum, which directly affects long-term viability and customer outcomes. A large enterprise vendor, for example, may maintain a mid-market ERP offering while concentrating innovation on a flagship platform, increasing buyer risk if the selected product is not core to the vendor's strategy. The list, therefore, spans organizations of different sizes and industries and groups systems into generic and prescriptive categories, each with distinct tradeoffs—prescriptive systems prioritizing faster implementations and tighter alignment to defined business models, and generic systems offering broader industry coverage and long-term flexibility. As each system is evaluated, emphasis is placed on size fit, supported business models, suite-centric versus ecosystem-driven integration approaches, and the balance between native functionality and partner-dependent capabilities.In this episode, our host Sam Gupta discusses the top 10 ERP systems in 2026. He also discusses several variables that influence the rankings of these ERP systems. Finally, he shares the pros and cons of each ERP system.Video: https://www.youtube.com/watch?v=ew0twrY1b6QRead: https://www.elevatiq.com/post/top-erp-systems/Questions for Panelists?

Episode 443 "AI Infrastructure & Capital Strategy" w/ Brandon Chicotsky, Ph.D., Texas Senator Tan Parker, John Nichols, and Chase Friedman.  For more information on GBR and how to attend future events, please visit: www.godblessretirement.com Our monthly gatherings aim to offer an informational and positional advantage for attendees, whether de-risking investments or servicing deals. Our events are free, thanks to our strategic partners. Monthly topical gatherings were prompted by a joint family office relationship to meet regional lenders, which has since extended to professionals in service of capital. We invite you to the next topical session. Previously serving in the Texas House, Tan held leading committee roles on policy matters vital to our state. His leadership was instrumental in the unanimous election by his colleagues as chair of the House Republican Caucus during the 84th and 85th legislative sessions. Tan's legislative success touches a broad range of issues facing Texans and serves as a reflection of open dialogue with his constituency. His legislative accomplishments represent his extensive work fostering Texas' economic vitality and protecting our most vulnerable. Tan graduated from the University of Dallas and earned a Master's degree from the London School of Economics before building a distinguished private sector career in technology and private equity. He also created the book, Making Government Work. Tan Parker is a businessman, who grew up in North Texas working in his family's restaurants while volunteering in his community. He married his college sweetheart, Beth, and they moved to Flower Mound, raising their daughters, Lauren and Ashley. While family comes first, Tan considers working for the betterment of Texas the highest honor of his professional life. The bedrock of his service is exemplified through passionate advocacy for community and fighting for common-sense, conservative policies that strengthen Texas's prosperity. John Nichols is a recognized leader in artificial intelligence and innovation, currently serving as the Technology Lead for AI & Innovation within EY's Government & Public Sector (GPS) practice. Passionate about helping public institutions navigate the complexities of digital transformation, John works closely with city governments, state agencies, and public education systems to drive meaningful change through emerging technologies. He has played a key role in developing responsible AI frameworks, advancing the adoption of AI/ML in secure environments, and modernizing infrastructure with cloud-native, compliant solutions. John's work is grounded in a deep commitment to public service and innovation, especially in his hometown of Fort Worth, Texas. He partners with leaders across government and education to ensure technology is applied in ways that are ethical, scalable, and inclusive. Whether collaborating with CIOs, economic development teams, or innovation labs, John brings a people-first approach rooted in trust, empathy, and a long-term vision for impact. He has spoken on AI at national forums, led executive conversations with state leaders, and partnered with organizations including the White House, Microsoft, and AAAE. John also serves on the board of the Keller Education Foundation and is a strong advocate for AI literacy in underserved communities. At the heart of it all, John is a community builder. He believes the most powerful innovations are those shaped by the needs of the people they serve and he works every day to make that belief real. Chase Friedman is Managing Partner at Alpine Anchor, an AI automation platform making enterprise capabilities accessible to SMBs. With 10 years in sales and solution architecting, he combines technical expertise and business acumen, rapidly architecting solutions. Previously spending weeks building integrations at Venn Technology, he now delivers them in hours. His philosophy: click to deploy, not code—enabling businesses to scale operations without scaling headcount.

Doug Green, Publisher of Technology Reseller News, spoke with Mark A. Daley, CEO of ROLM, and Cole McKinley, CTO of USX Cyber, about the Department of Defense's phased enforcement of Cybersecurity Maturity Model Certification (CMMC) requirements and what it means for small and mid-sized businesses (SMBs) in the Defense Industrial Base. With CMMC now actively enforced, hundreds of thousands of subcontractors—many without dedicated security teams—must demonstrate compliance to continue working with prime contractors. Daley stressed the urgency of the moment, noting that delays are over. “The government is no longer kicking the can down the road,” he said. “CMMC exists to protect the defense industrial base, and SMBs are now squarely in scope.” To address this challenge, ROLM and USX Cyber have partnered on an integrated, SMB-focused platform built around USX Cyber's Guardian solution. McKinley explained that Guardian was designed to make compliance achievable without stitching together multiple tools. “We built Guardian to be a one-stop platform that makes CMMC approachable, affordable, and audit-ready for SMBs,” he said, adding that the platform satisfies 83 of the 110 required NIST 800-171 controls while providing 24×7 monitoring, evidence management, and guided compliance workflows. Daley highlighted that the solution goes beyond certification prep, combining continuous security operations, governance, and AI-driven automation to reduce long-term cost and complexity. “This is not a one-and-done, check-the-box exercise,” he said. “You have to be ready not just for today's audit, but for the one coming three years from now.” The discussion underscored why CMMC represents both a major risk and a significant opportunity for MSPs and channel partners serving regulated industries. Learn more at https://rolm.ai/ and https://usxcyber.com/.

In this episode, Rory speaks with Alan Whitman, former CEO and Chairman of Baker Tilly, new CEO of Nichols Cauley, and author of Break the Mold: How to Achieve Transformational Change, Scale, and Growth Simultaneously. Discover how Alan led Baker Tilly through 3x revenue growth and over 20 acquisitions—not by chasing numbers, but by changing mindsets. Learn why strategy isn't about activity, but about clarity of direction, and how firms can grow by building “communication, sales, and talent engines” that scale through systems, not individual effort. Alan outlines why “bigger isn't better—better is better,” how language creates alignment, and why discipline equals freedom in partner-led firms. He also reveals insights from his new role leading a private equity–backed multidisciplinary platform focused on serving SMBs in the Southeast. Want to know what Alan means by “fist to five,” “sugar highs,” and freedom within a framework? Find out the answers to these questions and more in this Break the Mold conversation with Alan Whitman.

Unlocking Small Business Success with Azunna: Technology Leadership & AI Insights | Small Business Spotlight In this episode, host Manny Torres is joined by Azunna Anyanwu, a seasoned technology executive and founder of The Agile CIO, who shares his 25+ years of expertise in helping SMBs accelerate digital transformation. Azunna discusses his journey from corporate to consultancy, emphasizing the importance of practical systems, scalable processes, and servant leadership. They also delve into the role of AI in small businesses, debunking the myths while highlighting practical applications. Watch for actionable insights on technology leadership, process optimization, and strategic growth for small to medium-sized businesses. 00:00 Introduction and Guest Welcome 01:11 Inspiration Behind Consulting 02:48 Challenges in Transitioning to Consulting 05:02 Importance of Systems and Processes 08:22 Common Constraints in Business Growth 13:59 Leadership in a Fractional Role 16:22 AI and Technology in Business 21:58 Final Thoughts and Contact Information

Send us a textERP and adjacent platform vendors are simultaneously deepening vertical specialization, expanding AI distribution, and accelerating ecosystem-led growth. M&A activity from Advantive acquiring PINPoint, SYSPRO acquiring DATASCOPE, and Sage moving to acquire Fyle reinforces a continued focus on capability-driven expansion rather than broad horizontal reinvention. Product and platform updates from Deltek, Rootstock Software, and NetSuite emphasize AI-assisted productivity, localization, and integration flexibility as table stakes for mid-market and upper-mid-market buyers. At the same time, distribution and partnership strategies—such as Pipefy partnering with Oracle, Sage Intacct listing AI agents on AWS Marketplace, and Versori partnering with SYSPRO—signal a broader shift toward ecosystem-led AI adoption, where value is increasingly delivered through connectors, agents, and composable services rather than monolithic ERP releases.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=gLp0RsgggwsQuestions for Panelists?

Send us a textBefore reviewing the top ERP vendors for 2026, it is critical to align on what “ERP vendors” actually represent in this analysis: companies, not individual ERP systems. This distinction is essential because most vendors operate multi-product portfolios that span different company sizes, industries, and deployment models, making vendor-level strategy and capital allocation far more predictive of long-term outcomes than isolated feature comparisons. Our evaluation framework, therefore, balances macro forces—such as market share, valuation signals, R&D investment patterns, and acquisition strategy—with micro forces, including product depth, functional coverage, and architectural direction across each portfolio. These dimensions are tightly interconnected; a vendor may have a flagship product that is thriving while adjacent offerings receive limited investment, creating materially different risk profiles depending on which product a buyer selects and how that product fits into the vendor's broader strategic priorities.In this episode, our host Sam Gupta discusses the top 10 ERP vendors in 2026. He also discusses several variables that influence the rankings of these ERP vendors. Finally, he shares the pros and cons of each ERP vendor.Video: https://www.youtube.com/watch?v=XpWhz5MbqTMRead: https://www.elevatiq.com/post/top-10-erp-vendors/Questions for Panelists?

Gordon and Corey kick off a new season by announcing a new direction for their podcast -- talking directly to local businesses that are screaming for more help with marketing. The hosts cite evidence that many of these businesses no longer trust intermediaries and are turning to technology and self-education. It's both a wake-up call for media and agencies and a renewed commitment by Borrell to directly support the entrepreneurs who drive local economies. 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.

"The workweek will continue until morale improves." Jared Lindzon and Joe O'Connor's new book, Do More in Four: Why It's Time for a Shorter Workweek, argues that the future of work will feature more productive employees working fewer days. How is that supposed to happen when boomers still run the world, Gen Z is still Gen Z, and AI is coming for all of our jobs anyway? Let's dig in. -- Solve for X is back! The latest season of the MaRS podcast is exploring more world-changing ideas. Join journalist Manjula Selvarajah as she talks to the people behind the latest innovations in tech and science. Get a jump on the future. Listen to season 4 of Solve for X wherever you get your podcasts. -- 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.

I knew a searcher who was buying a job, but didn't know they were buying a job. Buying a job is a bad thing. You just need to be realistic about what you are actually buying and what your intent is with acquiring a business. Repeat, there is nothing passive about buying a business. If you want a mailbox check, buy dividend-paying stocks or CDs.     Join the How to Buy a Business Cohort  https://www.letsbuyabusiness.com/p/how-to-build-a-business-cohort-with-ryan-condie/     Sourcing List:https://www.letsbuyabusiness.com/source   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.

Send us a textAI commercialization and regulatory scrutiny are reshaping the market. Product announcements from SAP, Unit4, Deltek, Sage Intacct, and NetSuite highlight continued investment in cloud distribution, verticalized functionality, and embedded AI—often via hyperscaler marketplaces and agent frameworks—while transactions such as SYSPRO acquiring riteSOFT and Advantive acquiring PINPoint reinforce the ongoing push toward capability-led M&A in manufacturing and asset-centric environments. Partnerships like Pipefy with Oracle reflect the race to operationalize generative AI beyond experimentation, while the antitrust ruling involving SAP and the shareholder investigation into Lamb Weston Holdings serve as a reminder that legal, regulatory, and governance forces remain an active counterweight to rapid innovation.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=JNRK47Sjt-UQuestions for Panelists?

Episode 6 of the New Year's Eve Lollapalooza is a collision of high standards and real humanity—where big goals meet even bigger intention.Jay Doran and co-host Mike “Mike Drop” Calhoun welcome a powerhouse lineup: Chris Vester, Maria Quattrone, Alan Whitman, Mike Modica, Matt McHale, with Jim Sabellico jumping in briefly to give flowers where they're due.This episode moves fast—but it lands deep.You'll hear Maria Quattrone share her 2026 word—Fearless—and the launch of her coaching and course work, including the Listing Boss 90-Day Listing Accelerator. She reflects on how consistency and community carried leaders through the unexpected, and later drops a rapid-fire “top lessons of 2025” that hits like a leadership manifesto: clarity, boundaries, momentum on boring days, and why rest is a strategy—not a reward.Chris Vester brings his signature grounding presence: 2025 was Pruning—not loss, but intentional elimination for growth. 2026 becomes Alignment, tied directly to his mission and advisory work, Align Your Nine. He reminds the room that “no is a complete sentence,” and that fewer, better things often unlock the next chapter.Then Alan Whitman, author of Break the Mold, unpacks the journey of transforming and scaling a traditional CPA firm—and why his 2026 must be Intentional, as he prepares to step into a new CEO role for a private equity-backed platform built to manage, protect, and grow prosperity for SMBs. He shares a practical speaking lesson that sticks: if you're trying to stop saying “um,” don't replace it with more words—replace it with a pause.Mike Modica adds the operator's perspective: Discipline and becoming Replaceable—not to disappear, but to scale through systems, trust, and leadership development in a high-stakes world where mistakes cost real money.And Matt McHale stitches it together—stewardship, leverage, and discipline—showing how relationships, consistent learning, and leadership development create compounding returns.If you're stepping into 2026 with a word, a vision, or a calling—this episode will sharpen it.

In this episode, Erik Huberman, founder and CEO of Hawke Media, discusses his journey in building a successful marketing agency focused on challenger brands. He shares insights on the marketing landscape for small to medium-sized businesses (SMBs), the importance of choosing the right clients, and how to leverage AI in marketing strategies. Eric also provides his perspective on current market trends and the economic environment, emphasizing the need for businesses to adapt and thrive in a competitive landscape.Chapters00:00 Introduction to Erik Huberman and Hawke Media02:21 The Evolution of Hawke Media and Its Niche07:15 Choosing Clients and Building Relationships11:29 Marketing Strategies and the Role of AI22:11 Current Market Trends and Predictions for E-commerce25:25 Closing Thoughts and Shameless Plug

Send us a textDigital transformation trends for 2026 reflect a convergence of sustained macroeconomic pressure and meaningful shifts in enterprise-level decision-making, requiring organizations to adopt a more disciplined, systems-oriented approach to technology and investment. While the external environment is expected to remain broadly consistent with 2025—marked by geopolitical volatility, tariffs, constrained supply chains, and modest economic growth—policy-driven forces around data sovereignty, regulation, and national security are increasingly reshaping cloud strategies, workload placement, and vendor risk exposure. At the same time, relatively stable interest rates reinforce a cautious capital environment where ROI, resilience, and operating efficiency take precedence over experimentation. Against this backdrop, enterprises are re-evaluating architecture, operating models, and software portfolios with a sharper focus on long-term viability, while vendors recalibrate product strategies to align with buyer demands for pragmatic value rather than speculative innovation.In this episode, our host Sam Gupta discusses the top 15 digital transformation trends in 2026. He also discusses these trends from multiple perspectives, including geopolitical, commercial, and behavioral. Finally, he shares what executives need to do to prepare for these trends.Video: https://www.youtube.com/watch?v=AVvT9ZmFam4Read: https://www.elevatiq.com/post/digital-transformation-trends/Questions for Panelists?

The U.S. economy demonstrated robust growth in the third quarter of 2025, with a gross domestic product (GDP) increase of 4.3%, according to the Commerce Department. This growth occurred despite consumer concerns and uncertainties related to tariffs, with military spending and corporate profits contributing significantly. However, the technology sector experienced substantial layoffs, with 1.1 million jobs cut in 2025, of which only 55,000 were attributed to artificial intelligence (AI). The majority of job losses stemmed from corporate restructuring and economic conditions rather than direct displacement by AI, leading to hiring freezes, particularly for entry-level positions.Small and medium-sized businesses (SMBs) are currently facing challenges in attracting talent, with over 70% reporting difficulties in finding qualified candidates due to competition from larger firms. The National Federation of Independent Business noted that nearly half of all small businesses are struggling to fill open positions, which is stalling growth and reducing productivity. Despite a slight increase in small business optimism, driven by expectations of higher sales, many owners cite labor quality as their top concern. Additionally, 64% of SMBs are experiencing supply chain disruptions, complicating their operations.The episode also discusses the ongoing chip and memory shortages, which are expected to persist into 2027, leading to rising prices for consumer electronics. Major memory manufacturers are prioritizing supply for AI companies, impacting pricing across various sectors. Furthermore, the shift towards outcome-based pricing models in software is highlighted, where companies may pay based on actual results delivered, potentially complicating the relationship between service providers and clients if expectations are not clearly defined.For Managed Service Providers (MSPs) and IT service leaders, these developments underscore the importance of clarity and realistic expectations in service delivery. As operational fragility becomes more pronounced amid rising costs and labor shortages, MSPs must reframe their roles from implementers to risk managers. This shift is crucial to avoid margin erosion and contract disputes, ensuring that they are not unduly burdened by decisions made outside their control. The evolving economic landscape necessitates a proactive approach to pricing and service design, particularly as automation and AI continue to reshape the industry. Four things to know today 00:00 Strong GDP Growth, Persistent Layoffs, and Weak AI Returns Expose Hidden Risk for SMB Operations07:04 AI Is Driving Hardware Shortages, Cloud Growth, and Outcome-Based Pricing—Raising Cost Risk for MSPs11:10 MSP Expense Volatility, AI-Driven Service Shifts, and Labor Shortages Are Colliding on Pricing Strategy15:04-- MSP Radio Expands Beyond News With Acquisition of Two MSP Education Brands This is the Business of Tech.     Supported by:  https://cometbackup.com/?utm_source=mspradio&utm_medium=podcast&utm_campaign=sponsorship

Send us a textAI-native ERP systems are rapidly reshaping the enterprise software landscape by challenging long-standing assumptions about how ERPs are selected, implemented, and evolved over time. As AI becomes embedded directly into configuration, development, and daily workflows, practices once viewed as risky—such as extensive customization, rapid iteration, or even building ERP capabilities in-house—are becoming increasingly viable. Rising commercial software costs are further forcing executives to revisit the traditional buy-versus-build calculus, particularly as AI-first platforms promise faster deployments, more adaptable architectures, and experiences tailored to specific operating models. However, the category remains early, raising critical questions around governance, scalability, reliability, and long-term support. In this context, Everest ERP's AI-first approach offers a practical lens into how AI-native architectures can accelerate time-to-value while redefining what buyers, implementers, and business leaders should expect from ERP systems over the next decade.In this episode, Sam Gupta hosts Sandeep Chopra, co-CEO, Everest, to discuss how AI  impacts ERP strategy for companies.Video: https://www.elevatiq.com/events-and-webinars/your-erp-strategy-is-about-to-break-ai-is-rewriting-the-playbook/Questions for Panelists?

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?

Did you know AI has an official "hallucination rate?" Do you know why most AI engines have female voices? Are you aware AI isn't really your friend? Join Corey & Gordon for an entertaining episode that not only puts AI in perspective, but also has AI spitting out some practical advice for media companies. Funny and intriguing, as always. 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.

Send us a textPublic sector organizations operate under a fundamentally different set of constraints and expectations than their private-sector counterparts, making CRM selection a strategic decision rather than a purely technical one. Before reviewing our Top 10 Public Sector CRMs in 2025, it is important to align on how success is defined in this environment, where accountability, transparency, and service continuity often take precedence over revenue growth or pipeline velocity. Government agencies, municipalities, and public institutions must support complex case management, constituent engagement, regulatory compliance, and multi-year programs, frequently within rigid budget cycles and procurement frameworks. As a result, public sector CRMs must prioritize governance, data security, accessibility, and long-term adaptability, rather than simply replicating commercial sales or marketing use cases.In this episode, our host Sam Gupta discusses the top 10 Public Sector CRMs in 2025. He also discusses several variables that influence the rankings of these Public Sector CRMs. Finally, he shares the pros and cons of each CRM system.Video: https://www.youtube.com/watch?v=6Rk74lc0LbYRead: https://www.elevatiq.com/post/top-non-profit-crms/Questions for Panelists?

You're gonna love this episode. No joke, someone needs to make a series about Sean. He constantly bets on himself and has an incredible story. Podcast Nuggies From biomedical engineer to investor: moved to Memphis, flipped ~1,500 houses, syndicated ~800 units. Transitioned back to Utah; year-plus search with multiple failed LOIs, then bought PSI Tops (countertops/cabinets) in late 2024 (~$800k EBITDA, 35 employees, included real estate/SBA). DON'T be afraid of being the backup buyer!   Join the How to Buy a Business Cohort - Jan 2026 https://www.letsbuyabusiness.com/ Sourcing List:https://www.letsbuyabusiness.com/source   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.   Guest Name:  Sean Tagge   Additional guest information https://www.linkedin.com/in/seantagge/ acornea.com

Andrea Hill is the President of Hill Management Group and a leading voice in helping small businesses adopt AI in practical, profitable ways. With decades of experience guiding companies through digital transformation, she works at the intersection of strategy, technology, and human-centered leadership. Andrea helps entrepreneurs cut through the hype, use AI to strengthen; not replace their teams, and build systems that drive real operational impact. Top 3 Value Bombs 1. Small businesses win with AI when they use it to automate back-office work not just generate marketing content. 2. AI enhances human teams by improving insight and decision-making, not by replacing people. 3. The next frontier of competitiveness is clean, organized data. AI is only as strong as the systems behind it. Empowering small and medium-sized businesses (SMBs) for a stronger, more profitable future through business growth solutions - Hill Management Group Sponsors HighLevel - The ultimate all-in-one platform for entrepreneurs, marketers, coaches, and agencies. Learn more at HighLevelFire.com. Freedom Circle - A powerful community of entrepreneurs led by JLD. Are you ready to go from idea to income in 90-days? Visit Freedom-Circle.com to learn more.

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?

How is AI reshaping channel go-to-market strategies—especially for SMBs?  Demand Generation Manager for Channext and producer/host of the Partnerships Unraveled Podcast, Efe Senel shares how successful channel communities are built on trust, reputation, and deep partner understanding. Key Highlights: Efe's unconventional journey from music into technology. Common mistakes in scaling partner ecosystems include distance, lack of connection, and trust erosion. Channext's approach to “channel pull and end-user push” with their channel marketing automation platform. Lessons learned from podcasting (surpassed 200 episodes), mentorship, and building reputation-first channel strategies. Follow Efe on LinkedIn, follow the Partnerships Unraveled Podcast program and visit Channext.com to learn more about their partner marketing platform, and how embedding AI into channel programs, balancing automation with human connection, and scaling partnerships is a perfect mix for success.   Timestamps: Importance of Trust & Connection 7:20 AI & Strategy 10:15 Marketing for Partners 25:01  

Send us a textHigher education institutions operate in an environment where academic mission, financial sustainability, and long-term stakeholder relationships must coexist—placing unique demands on enterprise systems. Before reviewing our Top Higher Education CRM Systems in 2025, it is essential to clarify how CRM success is defined in this context, where engagement extends far beyond traditional recruitment or advancement functions. Universities must manage complex, multi-decade relationships with prospective students, current learners, alumni, donors, faculty, research partners, and governing bodies, often across decentralized colleges and departments. As a result, higher education CRMs must emphasize lifecycle visibility, data governance, cross-functional coordination, and compliance, rather than narrowly focusing on transactional interactions or short-term conversion metrics.In this episode, our host Sam Gupta discusses the top 10 Higher Education CRMs in 2025. He also discusses several variables that influence the rankings of these Higher Education CRMs. Finally, he shares the pros and cons of each CRM system.Video: https://www.youtube.com/watch?v=suOIiIoZDFARead: https://www.elevatiq.com/post/top-non-profit-crms/Questions for Panelists?

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.    

The episode reviews the outcomes of predictions made for 2025, highlighting the evolving role of automation and AI in Managed Service Providers (MSPs). Key findings indicate that while generative AI has improved data accessibility, it has not fully resolved existing reporting issues related to data quality and governance. Additionally, the anticipated widespread adoption of autonomous IT systems among small and medium-sized businesses (SMBs) has not materialized, as many still rely on traditional remote monitoring and management (RMM) tools. The episode emphasizes that AI governance and advisory services have become central to modern MSP offerings.Further analysis reveals that while AI-driven legal services gained traction, MSPs have not widely adopted these as packaged offerings. Instead, they have focused on AI compliance and regulatory advisory services. The discussion also touches on the mixed results of fraud prevention becoming a standard service, with significant growth in some sectors but uneven adoption across the board. The episode concludes with a scorecard of predictions, noting a few clear successes in AI governance and readiness consulting, while highlighting a notable miss regarding decentralized MSP models.Looking ahead to 2026, the episode presents several predictions that reflect the increasing importance of automation in IT services. It suggests that MSPs whose revenue models still depend heavily on human labor will face pressure to adapt, as automation becomes the primary driver of service scalability. The discussion also raises concerns about accountability in automation, predicting that individuals may be held responsible for failures in automated systems, emphasizing the need for robust governance frameworks.The implications for MSPs and IT service leaders are significant. As automation becomes the production system for IT services, providers must focus on governance, risk management, and advisory roles to differentiate themselves in a competitive landscape. The episode underscores the necessity for MSPs to evolve their service offerings and business models to align with these trends, ensuring they remain relevant and capable of delivering value in an increasingly automated environment.

Five-time CFO Rick Smith has led finance at companies including inVentiv Health Communications, Exos, Parchment, Solera Health before founding Bonfire advisory. He is also the author o fDemystifying the Role of the CFO in Venture and Growth Stage Companies, a no-nonsense approach to the topic. Reviews for the book include: “This book is a must-read if you want to understand how to scale a company as a CFO” and “Should be required reading for CEOs and PE people along with CFOs.” In this episode Smith provides his take on being a CFO and his long background in FP&A, providing insights on: The path from FP&A to CFO (without a CPA) Why I like being CFO at SMBs (sub $50m) Being a dreamer, artist and buildingFP&A  Audits vs QOEs  The unspoken challenges working with PE firms FP&A and M&A – what you need to know  Link to the book: Demystifying the Role of the CFO in Venture and Growth Stage Companies

Dr. Mark Grether, SVP & General Manager, PayPal, unpacks how PayPal is reshaping commerce media by leveraging its transaction graph across 30 million merchants and 400 million consumers at Marketecture Live. From democratizing retail media for SMBs to monetizing Venmo's social feed and enabling agentic commerce with trusted payments, this conversation explores why PayPal sits at the center of advertising, AI, and the future of buying online. Takeaways PayPal's transaction graph spans 30 million merchants and 400 million consumers, giving it a horizontal view that powers audience targeting, market share insights, and closed-loop measurement. The new SMB Ads Manager unifies demand and supply so smaller merchants can both buy previously unreachable audiences and monetize their own site traffic. Venmo's social feed and Gen Z heavy user base create high demand, upper funnel ad inventory tied to real spending behavior and cultural signals like emoji usage. Honey contributes large-scale intent and catalog visibility, letting PayPal connect discovery to checkout and measure impact even for off-site channels like CTV. In agentic commerce, PayPal aims to be the trust and payments layer that reduces friction while humans still make emotional final decisions. Chapters 00:00 PayPal Today: Scale, Brands, and the Transaction Graph 01:09 Retail Media Fragmentation and the SMB Challenge 01:53 PayPal Ads: On-Site, Off-Site, and Storefront Ads 03:57 Ads Manager: Unifying Demand and Monetizing SMB Eyeballs 06:37 Open Commerce: Relevance and Brand Safety at Scale 08:24 Venmo Ads: Social, Gen Z, and Upper-Funnel Moments 10:36 Honey: Intent Signals, Catalog Data, and Targeting 12:15 Closed-Loop Measurement and CTV Attribution 16:14 Agentic Commerce: Trust, Payments, and In-Flow Checkout 24:04 Five-Year Outlook: What Changes and What Doesn't Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we take a hard look at how AI is being integrated into cybersecurity—and where the narrative often diverges from reality. The discussion spans offensive and defensive use cases, the structural challenges facing SMBs, and why open-source cyber threat intelligence (CTI) remains a critical foundation despite aggressive vendor marketing.We also explore the economic pressures shaping today's security market, including broken pricing models, unrealistic expectations placed on small teams, and the growing gap between compliance optics and real risk reduction. The episode concludes with a forward-looking discussion on applied machine learning, mathematical modeling, and how these approaches can meaningfully support incident responders in the field.Practical applications of AI in cybersecurity operationsOffensive vs. defensive AI tradeoffsThe SMB security gap and market failureOpen-source CTI as a force multiplierPricing models and market distortionApplied ML and mathematics for real-world incident responseProduct direction and long-term vision00:00 — Introduction and company overview38:10 — Pricing models, market dynamics, and systemic issues39:26 — Future plans, roadmap, and strategic vision52:00 — AI in offensive and defensive cybersecurity operations58:54 — Open-source CTI and applied AI capabilitiesKey Topics CoveredChapters

Ben, a London-based platform using AI to help global enterprises manage employee benefits, has raised $27.5m o accelerate its product roadmap and strengthen its go-to-market capabilities to meet the growing demand. https://hrtechfeed.com/employee-benefits-platform-raises-27m/ AUSTIN, Texas — Indeed Flex, the online marketplace for flexible and temporary work, today announced its entry into eight new markets in the U.S. The company's expansion will enable employers to rapidly fill roles and boost operational efficiency, while empowering job seekers with comprehensive benefits and greater control over their work lives. https://hrtechfeed.com/indeed-flex-launches-8-new-u-s-markets/ UKG Inc., a leading global AI platform unifying HR, pay, and workforce management, has entered into a definitive agreement to acquire Inova Payroll, a U.S.-based human capital management (HCM) and payroll services provider for small and mid-sized businesses (SMBs). The acquisition, which is subject to customary closing conditions, will enable UKG to directly provide the SMB market segment with innovative outsourced HR support and full benefits brokerage services. https://hrtechfeed.com/ukg-acquires-payroll-company/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Send us a textRecent announcements across enterprise software, AI platforms, and services point to an accelerating convergence of intelligence, automation, and scale. Product expansions from Deltek, CallMiner, and Hightouch reflect a push to embed advanced analytics, personalization, and contextual intelligence directly into operational systems, while launches from Intellistack and Kognitos highlight growing demand for no-code and neurosymbolic approaches that reduce dependence on scarce technical talent. Strategic transactions such as IFS acquiring TheLoops and Capgemini acquiring WNS signal a broader shift toward end-to-end, AI-enabled business transformation that blends software, services, and domain expertise. At the same time, substantial funding rounds for PhysicsX, Vellum, and Vultr underscore continued investor confidence in platforms that support AI-native workloads, from applied engineering intelligence to workflow orchestration and cloud infrastructure. Collectively, these moves suggest the market is moving beyond experimentation toward integrated, production-grade AI capabilities embedded across 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.Video: https://www.youtube.com/watch?v=NufAeaJoPwIQuestions for Panelists?

Aytekin is the founder and CEO of JotForm, one of the most widely used no-code automation platforms in the world, serving more than 35 million users across education, healthcare, nonprofits, and small businesses. He's also the author of the Wall Street Journal and Publisher's Weekly bestselling book Automate Your Busy Work,00:00 – IntroductionFounder mindset, automation philosophy, and the future of work00:01 – Why Automate Your Busy Work Was Ahead of Its TimeNo-code, automation thinking before the AI boom01:09 – Building JotForm Before the AI Hype Cycle20 years of bootstrapping, slow growth, and real product-market fit02:29 – Forms as the Gateway to AutomationHow education, nonprofits, healthcare, and SMBs really work03:49 – From Forms to Workflows, Approvals, PDFs, and E-SignaturesDesigning automation for people without developers04:21 – Solo Founder Reality: Doing HR, Legal, Support, and Product AloneThe hidden cognitive cost of running everything yourself04:51 – Competing with Google Forms as a Bootstrapped FounderWhy automation and delegation became survival tools05:58 – Email Automation as Cognitive ReliefHow prioritization systems reduce stress and decision fatigue07:41 – Applying Automation Internally: Teams, CI/CD, and TestingWhy automation makes teams safer, not riskier08:10 – Designing Products Around How People Actually WorkFrom tools to systems thinking09:17 – Writing, Teaching, and Sharing Automation PrinciplesFrom Medium and Forbes to a bestselling book10:48 – Discovering the AI Revolution After Publishing the BookAutomation philosophy vs AI productivity tools11:16 – “People Aren't Overworked — They're Over-Busy”The psychology of modern work and burnout12:28 – Embodying Automation Principles Inside the CompanyScaling without chaos12:48 – Email Prioritization Systems That Actually WorkHow to design inboxes for executives and founders14:20 – Gmail Filters, Labels, and Decision AutomationSimple systems over complex tools16:59 – Automation as Stress Reduction, Not SpeedWhy missing important work causes burnout19:21 – Continuous Deployment and First-Day Code CommitsHow automation builds trust and confidence at scale21:12 – Why Automation Shouldn't Be FearedRisk reduction through systems22:08 – Internal Automation Lessons from JotForm's Engineering Culture23:01 – Future of Work: Policy, Strategy, and AIWEF, global work, and structural change24:32 – Does AI Kill Jobs or Create Better Ones?A real company case study25:02 – Deploying AI Support Without Laying Off EmployeesHow JotForm handled AI responsibly27:09 – Human-in-the-Loop AI SystemsWhy oversight matters more than hype28:19 – Training AI Through Documentation and FeedbackHow resolution rates improved from 25% to 75%31:01 – Improving AI Through Better Knowledge SystemsDocumentation as infrastructure32:36 – New Roles Created by AI AdoptionFrom support agents to AI evaluators33:29 – Multilingual AI Support at Global ScaleWhy AI enables inclusion, not just efficiency35:09 – Why JotForm Didn't Get AcquiredIndependence, focus, and long-term thinking39:29 – Focused Work, Fewer Hours, Higher LeverageRedefining productivity at scale41:06 – Evolution of JotForm Into a Full Automation PlatformFrom forms to AI agents and integrations42:09 – AI Agents Demo Discussion and Key TakeawaysReal use cases, real ROI46:18 – User Research at Massive ScaleLearning from 35 million users48:03 – Omnichannel AI Agents: Web, Instagram, Gmail, SalesforceTraining once, deploying everywhere49:35 – The Future of AI Agents as Digital EmployeesOne system, many touchpoints50:14 – Advice for Young Developers and FoundersHow to compete in the AI era50:49 – Growth Mindset Through Every Tech RevolutionFrom PCs to the internet to AI52:10 – Why This Is the Best Time to Be YoungOpportunities created by AI and no-code tools53:38 – Closing Reflections on Building, Learning, and PurposeA long-term view of work and life

Send us a textSelecting the right CRM in the K-12 education sector is less about sales enablement and more about orchestrating complex, long-lived relationships across an entire educational community. Before we present our Top K-12 Education CRMs in 2025, it is important to align on what success looks like in this context—where the “customer” spans students, parents, teachers, administrators, district leadership, and external partners, each with distinct engagement cycles and data needs. K-12 organizations require platforms that can manage enrollment journeys, communications, compliance, and support interactions over many years, often under strict regulatory and budgetary constraints. As a result, CRM selection in this space prioritizes governance, data integrity, and lifecycle visibility over traditional pipeline management or revenue optimization.In this episode, our host Sam Gupta discusses the top 10 K-12 Education CRMs in 2025. He also discusses several variables that influence the rankings of these K-12 Education CRMs. Finally, he shares the pros and cons of each CRM system.Video: https://www.youtube.com/watch?v=VIIesikgPkoRead: https://www.elevatiq.com/post/top-non-profit-crms/Questions for Panelists?

If you've been looking for a way to hit or exceed your annual quota, qualify for President's Club, or simply earn a bigger paycheck or bonus, focusing on helping business owners reduce their tax burden by investing in your product, service or software in the final weeks of the year can give you the edge you need get more sales closed. Business Owners are Motivated to Reduce Taxes In the United States there are millions of SMBs and the vast majority of these businesses are what we call pass-through organizations for tax purposes. This means that the owners or partners in these businesses report the profits on their personal tax filings. Unlike big companies, small companies don't have the luxury of rolling profits over to the next year. So whatever they made this year, they have to pay taxes on. As the calendar winds down business owners are often motivated to invest in products, services, and software solutions in order to reduce taxable income. In other words, if a business has shown strong profits throughout the year, its owners might be keen to spend some of that money on improving their operations, expanding their capabilities, or streamlining their processes—right now—rather than hand over a large chunk of their profits to Uncle Sam come tax season. Business Owners Hate Paying Taxes To understand why this year-end period is so critical, let's get into the mindset of a small or medium-sized business owner. Unlike large enterprises with multiple departments and complex accounting strategies, SMB owners are often personally invested in the company's financial results because those results are essentially their income. It's how they pay their mortgage and put food on the table. For this reason, they watch their revenue and expenses closely. As the year comes to an end, they're looking at their bottom line and thinking about the upcoming tax bill. For many of these business owners, profit is a double-edged sword. Don't get me wrong, they want to make a profit. But at some point, too much profit triggers a much higher tax bill. If there is one thing I know about small and medium sized business owners its that they hate taxes. They are always looking for ways to legally minimize their tax liability. One easy and productive way to do this is to make fully or partially depreciable investments in the business before December 31st. That could mean buying new equipment, software, training packages, or services that will not only improve the business long-term but also reduce taxable income for the current year. An Urgent Need to Spend As a salesperson, the key takeaway here is that your prospects have a natural, time-bound incentive to spend. If you can position your product or service as the right investment at the right time, you might find it easier to close those deals that seemed just out of reach during the rest of the year. And by the way, if you are dealing with decision-makers who are pushing off decisions to next year, this is a great way to get past that objection. Framing Your Business Case I want to be clear though that most businesses are not going to spend money for the sake of spending money. Savvy business owners want to reduce taxes and do the right thing for their company. Therefore, you can't just be transactional. You still must follow the sales process and build a bridge to the value of tax savings AND business improvement when making your business case. It's all about framing your product or service as a strategic investment rather than a mere expense. For example: If you sell software tools that improve operational efficiency, make the case for how your solution will help them save on labor costs, reduce errors, and streamline workflows. If you're selling advertising, highlight how a year-end launch of a new campaign will lead to immediate results that set the stage for a strong Q1. If you sell capital equipment walk them through how the new equipment will make them more productive and help them expand their business in the new year. The key is to connect the value of your offering directly to the timing. Consider messaging like: “This is an opportune moment to upgrade your systems, so you'll enter the new year with a competitive edge and potentially lower your tax liabilities this season.” “By getting your campaign locked in before the year closes, you can reap immediate tax benefits while ensuring your advertising starts generating leads in January when you need them the most.” If we get the equipment ordered now it will be delivered in Q1 giving you plenty of time to get a high ROI next year. When you can tie the ROI of your product to both tangible improvements and the financial perks of year-end spending, the business case becomes much more compelling and you will sell more. Tailor Your Approach While the end-of-year tax incentive is a common denominator, not every SMB is identical. Some might be profitable but cash-constrained, while others have capital burning a hole in their pockets. Some may be in sectors that had a booming year, while others are just recovering from a difficult market. The more you understand the unique challenges and goals of each prospect you're targeting, the better you can tailor your approach. Before you pick up the phone, walk through their door, or send an email, do some research. Check out their recent announcements, whether they're hiring or expanding. Look into trends in their industry. Understanding these nuances will help you fine-tune your messaging. If you know a business is tight on cash, emphasize flexible payment plans or financing options. If the business is flush with profit, reinforce the immediate tax advantage and the strategic value of reinvesting those funds. Empathy and relevance are your allies here. Show that you understand their position and that your solution aligns perfectly with their current goals. That personal touch, combined with the natural urgency of year-end, is a powerful recipe for closing the deal. Lead With Urgency: Clear, Direct, Compelling I don't want to sweep under the rug how important timing and urgency are with this tactic. While you don't want to be completely transactional, you do want to be direct. As we approach the end of the year, many SMB owners have a long to-do list: Finalizing paperwork, inventory checks, reviewing vendor contracts, preparing for holiday promotions, and on and on. They're busy. They have limited time to spend on sales pitches. This means your outreach needs to be respectful of their schedule and also clear, direct, and compelling. Say right away: “I'm reaching out before the year ends because I have a solution that can help you maximize your tax benefits this year and help you grow your business next year." Being direct and to the point respects their time and sets the context immediately. If you need more help with direct and to-the-point messaging, grab your copy of my book Fanatical Prospecting and review Because Statements. It's crucial that you create and maintain a sense of urgency. Not the aggressive, pushy kind, but a natural urgency rooted in a real calendar event: The year-end. The clock is ticking, and if they don't make their purchase by December 31st, they miss out on the potential tax advantages. This deadline isn't artificial—it's a reality. Use it to frame your conversations. Urgency helps prospects prioritize your offer over other distractions in their busy schedule. Handling Objections You might encounter objections like: “We're too busy to consider new solutions right now,” or “We don't have enough budget.” In these cases, it's wise to highlight the cost-saving and tax benefits again. Stress that investing now can actually put them in a better position financially. Remind them that waiting until next year could mean missing out on an opportunity to reduce this year's taxable income. If time is an issue, propose a quick and efficient implementation plan. Show them that you can be agile and help them integrate the solution without massive downtime. If budget is a concern, consider promotions, discounts, or favorable financing terms. Sometimes, offering a small year-end incentive can tip the scales in your favor. The Five Keys to Selling More to SMBs at the End of the Year SMBs have a natural incentive to invest before year-end: They want to reduce their taxable income and set themselves up for a strong next year. Frame your product as a strategic investment: Highlight the value, ROI, and tax benefits that come with a year-end purchase. Avoid being transactional: Follow the sales process and position yourself as a partner who can help them navigate this critical period. Tailor your approach to each SMB's situation: Research their needs and adjust your prospecting message accordingly, showing empathy and relevance. Create urgency with a real deadline: The calendar itself is your ally; emphasize that the benefits come from acting before December 31st. Here's the deal though. Do not wait. Start this process now. The low-hanging fruit is out there but it will rot on the vine if you fail to pick before the sand runs out of the hourglass this year. Check out the BRAND NEW Jeb Blount Ultimate Sales Success Box Set. It's the perfect gift for the sales professional in your life!

Josh Ho is the Founder and CEO of Referral Rock, a bootstrapped referral marketing platform serving SMBs that rely on multi-step, relationship-driven sales. Starting in 2015 as a solo developer consulting on the side, Josh built the first version himself, validated demand quickly, and landed early customers by doing demos and hands-on support.  Referral Rock has grown to roughly 500 customers, 20 team members, and about $3M in annual revenue. The company scaled through strong inbound SEO, founder-led sales, and a high-touch onboarding model for B2B businesses that value referrals. Over the years, the product expanded too broadly, creating UX and complexity challenges that later required a deliberate refocusing on core use cases.  Today, Referral Rock is profitable, founder-owned, and steady at its current revenue plateau as Josh rethinks pricing, packaging, product simplicity, and ICP focus. He shares practical lessons on avoiding over-complexity, hiring from what you've already figured out, returning to first principles, and treating plateaus as puzzles to solve rather than signs of failure. Key Takeaways Charge Early, Not Late – His first startup delayed monetization; Referral Rock asked for payment within days of launching an MVP. Pricing For Segments– Good-better-best failed for SMBs with wildly different referral economics; switching to two specific lanes solved misalignment. Do the Job First – Hiring worked only after Josh personally figured out support, sales, or marketing enough to define the role clearly. Plateaus Aren't Failure – Post-COVID shifts and SEO changes slowed growth, but Josh treats plateaus as system puzzles, not existential threats. Profit Equals Freedom – With no investors and steady profitability, he optimizes for enjoyable work, long-term optionality, and building at his own pace. Quote from Josh Ho, Founder and CEO of Referral Rock "For me, a plateau or a pivot is a puzzle to be solved. Any time you try to build something, you hope to just keep hitting accelerators and different serendipitously find those things. But I've learned through my life, the most part, there are things that work only for a certain duration, right.  "For me, it comes back to how I think about the business and. my innate goals for the business which, are different from most founders. When I'm talking to another founder is, they'll ask me what my exit strategy is. And my answer is usually, Well, I don't really have one. That's not how I think about the business. It's a very clear. "I enjoy my work and that's my North Star. Am I having fun? Do I enjoy this work? And I also continuously reinvent myself and my role to fit those changes.. There might be a job I had to do that I don't enjoy, but then I'll do that until it's no longer like the limiting step and then hire someone to backfill for myself." Links Josh Ho on LinkedIn Referra lRock on LinkedIn Referral Rock website Podcast Sponsor – Designli This podcast is sponsored by Designli, a digital product studio that helps entrepreneurs and startups turn their software ideas into reality. From strategy and design to full-scale development, Designli guides you through every step of building custom web and mobile apps. Learn more at designli.co/practical. The Practical Founders Podcast Tune into the Practical Founders Podcast for weekly in-depth interviews with founders who have built valuable software companies without big funding. Subscribe to the Practical Founders Podcast using your favorite podcast app or view on our YouTube channel. Get the weekly Practical Founders newsletter and podcast updates at practicalfounders.com. Practical Founders CEO Peer Groups Be part of a committed and confidential group of practical founders creating valuable software companies without big VC funding.  A Practical Founders Peer Group is a committed and confidential group of founders/CEOs who want to help you succeed on your terms. Each Practical Founders Peer Group is personally curated and moderated by Greg Head.

Kat and Ian are FRESH off of an AI training, but first we obviously have a couple detours: Kat's dad's fear of the government (he's okay); Oura ring might be selling our data (they still haven't); and the ocean (Ian's not about it.) After we cover the hard hitting news, Kat and Ian recap their AI training and (surprisingly) drop a little knowledge. Check out 11:06 for tips on how to structure prompts into your GPT and 13:51 for notes on creating parameters for responses. And finally, Ian educates Kat on the actual name of Cisco's AI Tool (yikes) 16:08. Learn more about Cisco's AI solutions for SMBs: www.cisco.com/c/en_uk/solutions/…mall-business.html

AI adoption among business leaders is facing significant skepticism, as a recent survey by Workato and Harvard Business Review revealed that only 6% of over 600 tech leaders expressed full confidence in AI agents managing essential processes. Despite this lack of trust, 86% of respondents indicated plans to invest more in AI technology over the next two years. Key challenges hindering widespread adoption include cybersecurity concerns, data quality issues, and the readiness of business processes for automation. This situation highlights a critical gap between the desire for AI integration and the actual trust in its capabilities.Further research published in the journal Science indicates that chatbots can significantly influence users' beliefs and opinions, raising governance concerns. The study, which involved nearly 77,000 adults in the UK, found that the persuasiveness of chatbots is influenced more by their post-training modifications and the density of information provided than by the size of the model. Additionally, an experiment by SAP revealed a bias against AI in consulting, where consultants rated AI-generated work lower than that produced by junior interns, despite both outputs being equally accurate. This suggests that psychological factors, rather than technical limitations, are a primary barrier to AI acceptance.The episode also discusses the introduction of a new location tracking feature in Microsoft Teams, which aims to facilitate collaboration in hybrid work environments but raises privacy concerns. A survey indicated that one-third of companies are using monitoring software, which can negatively impact employee morale. Furthermore, Coalition, a cybersecurity insurer, has begun offering coverage for incidents involving deepfakes, reflecting a shift in the risk landscape as synthetic media becomes more prevalent in cybercrime.For Managed Service Providers (MSPs) and IT service leaders, these developments underscore the importance of focusing on trust, governance, and process design rather than merely implementing AI tools. As younger leaders demand personalized AI solutions, MSPs must adapt to this shift by enhancing their documentation and identifying predictable workflows suitable for automation. The evolving landscape of AI and cybersecurity risks necessitates that MSPs position themselves as trusted advisors, guiding clients through the complexities of technology adoption and risk management. Four things to know today00:00 New Research Reveals AI's Trust Gap: Low Confidence, High Influence, Professional Bias, and Rising Expectations From Younger Leaders05:53 Teams' New Location Tracking Highlights Tension Between Hybrid Coordination and Workplace Surveillance Risks07:57 Deepfake Coverage Enters Cyber Insurance as Insurers Signal Rising Human-Trust Risk for SMBs and MSPs10:17 iFixit's FixBot Highlights the Coming Divide Between Organized MSPs and Those Unready for AI-Driven Support This is the Business of Tech.    Supported by:  https://saasalerts.com/mspradio/ 

Send us a textRecent product launches, acquisitions, and funding announcements underscore how rapidly enterprise software and AI platforms are evolving across both horizontal and vertical use cases. Vendors such as Orbit Analytics, Deltek, and Advantive are extending core operational solutions with deeper analytics, compliance, and decision-support capabilities, while companies like Pipefy, Aquant, Kognitos, and Intellistack are pushing AI further into everyday workflows through agents, retrieval-augmented conversations, neurosymbolic reasoning, and no-code automation. Strategic moves like IFS acquiring TheLoops highlight growing demand for AI-driven operational intelligence embedded directly into ERP ecosystems, rather than bolted on at the edges. At the same time, significant growth financings for PhysicsX and Vultr signal continued investor confidence in infrastructure and applied-AI platforms that can support increasingly compute-intensive, industry-specific use cases. Together, these developments point to a market shifting from experimental AI features toward scaled, production-ready capabilities tightly integrated with core enterprise systems.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=hw7jW3wPtFQQuestions for Panelists?

Brad Thompson from MediaGo, a Baidu Company, joins AdTechGod on the AdTechGod Podcast to break down how SMB advertisers are using performance DSPs as a bridge from walled gardens into open web programmatic. Brad shares his path from agency work to platforms like AOL and MediaMath, why simplifying programmatic is essential for growth, how he uses LinkedIn and X differently to build partnerships, and what 2026 may look like as AI reshapes ad ops and optimization. The episode closes with Brad's view that AdCP can steer the industry back toward strong messaging and smart media choices, not just data-driven outcomes. Takeaways SMB marketers know Amazon, Meta, and TikTok well, but many need a simpler on-ramp to open web programmatic, creating a clear role for performance DSPs. AI will most improve optimization and creative workflows, while ad ops shifts through fewer manual tasks and slower net new hiring. LinkedIn works best for personal marketing and steady industry updates, while X is better for real-time discussion and learning. Strong relationships are still the edge in sales and BD because people handle the messy moments that tech cannot. AdCP is a major 2026 opportunity that can refocus digital advertising on message and media quality. Chapters 00:00 Brad's background and why he chose ad tech. 03:55 How MediaGo brings SMBs from walled gardens into programmatic. 05:00 Social selling in practice, LinkedIn versus X. 12:15 2026 outlook, AI reality versus hype, and job impact. 20:40 Why AdCP could be the biggest growth lever next year. Learn more about your ad choices. Visit megaphone.fm/adchoices

Send us a textInnovation districts sit at the intersection of real estate, research, community building, and economic development—making them fundamentally different from most commercial enterprises. Unlike traditional organizations with a single revenue engine or operating model, innovation districts are ecosystems designed to orchestrate universities, startups, investors, public agencies, and anchor institutions within a shared physical and digital footprint. Their success depends less on transactional efficiency and more on their ability to foster collaboration, attract talent, manage long-term stakeholder relationships, and translate research and entrepreneurship into measurable economic impact. This multi-stakeholder, mission-driven structure creates unique governance, funding, and operational complexities that require purpose-built strategies rather than off-the-shelf commercial playbooks.In this episode, our host Sam Gupta discusses the top 10 CRMs for Innovation Districts in 2025. He also discusses several variables that influence the rankings of these CRMs for Innovation Districts. Finally, he shares the pros and cons of each CRM system.Video: https://youtu.be/eBYRIZZ1zJoRead: https://www.elevatiq.com/post/top-non-profit-crms/Questions for Panelists?

Send us a textManufacturing ERP systems may appear similar on the surface, but their differences become stark once you look underneath—especially for industries where precision, engineering complexity, and compliance cannot be compromised. While many vendors promote similar modules, only specialized ERPs are architected to handle the rigorous demands of electronics, wire harness, and other engineering-intensive sectors. This webinar will unpack why industry-specific systems consistently outperform generic, one-size-fits-all ERPs, showing how they enhance traceability, strengthen real-time visibility, and seamlessly connect quoting, ordering, production, inventory, quality, and shipping into a unified operational flow. We'll explore how features like dynamic scheduling, embedded revision and configuration control, automated quality enforcement, and real-time WIP and material visibility are purpose-built—not bolted on—to support complex manufacturing. By the end, you'll clearly see how the right specialized ERP can improve accuracy, reduce errors, accelerate throughput, and ultimately drive profitability in high-stakes production environments.In this episode, Sam Gupta hosts Tanner Rogers, Director of Sales, Cetec ERP, to discuss the ultimate ERP playbook for Electronics & Wire Harness companies.Video: https://www.elevatiq.com/events-and-webinars/the-ultimate-erp-playbook-for-electronics-manufacturing/Questions for Panelists?

Send us a textThis week's enterprise technology updates highlight major movements across ERP support, AI automation, testing, analytics, and workflow orchestration. Rimini Street extended support for all SAP ECC 6.0 and S/4HANA releases through 2040, offering long-term stability for organizations navigating SAP's transition timeline. Zencoder launched Zentester, an AI-powered end-to-end testing agent designed to transform vibe coding into enterprise-grade engineering, while Acorn secured $12.3 million in Series A funding to accelerate its growth. Algolia introduced its MCP Server to empower developers, and Aravo enhanced its Evaluate Engine with new features to strengthen risk and compliance workflows. Avetta rolled out upgrades to the Avetta One platform, and Orbit Analytics expanded its GL Sense solution with new capabilities. Pipefy launched AI agents tailored for HR teams, Advantive released a new version of its statistical process control solution, and Aquant detailed its retrieval-augmented conversation technology—together showcasing how AI, automation, and modernization continue reshaping every layer of the enterprise software ecosystem.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=06EUjRBLHDAQuestions for Panelists?

Is the increasing investment in marketing by SMBs a sign of growth and optimism, or is it masking a deeper struggle with confidence and effectiveness? Agility requires not only adapting to the rapid pace of technological change but also understanding the core challenges faced by your customers, like SMBs struggling to measure marketing ROI. It also demands a willingness to simplify complex tools and processes, empowering businesses to achieve more with less. Today, we're going to talk about the evolving landscape of marketing for small and medium-sized businesses, the challenges they face, and how B2B marketers can become essential partners in their success. To help me discuss this topic, I'd like to welcome Frank Vella, CEO at Constant Contact. About Frank Vella I am the CEO of Constant Contact, a comprehensive digital and ecommerce marketing platform that makes it simple and effective for a business to market or sell their idea in today's complex online marketing world. We strive to anticipate our customers' needs and provide them with the tools and support they need to improve their businesses. Because when they succeed, we succeed.Prior to joining Constant Contact, I built best-in-class operations at various sized tech firms across the globe, including top-tier companies like Microsoft, GE Capital, HP Enterprise and Xerox. I have led companies through growth, transformation and successful exits while remaining focused on building a terrific culture and keeping a company's product and presence ahead of the crowd. I'm a proud Canadian expat now living in New York City, and in my free time I enjoy traveling with my family. Frank Vella on LinkedIn: https://www.linkedin.com/in/frank-vella/ 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 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