Podcasts about tech stack

Yesterday at Hospitality Financial and Technology Professionals (HFTP®) hashtag#HITEC2025, I spoke with Ben Jamieson of Sonesta International Hotels about how the company is approaching hashtag#hoteltechnology and operations to support one of the fastest growth stories in hospitality. With more than 1,200 hotels and a portfolio that spans from economy to upscale, Sonesta is focused on building systems that work across all brands while keeping the guest experience front and center. This episode of hashtag#NoVacancyNews looks at how they're doing it. Key points from our conversation:

Join us for a special Coffee Conversations, sponsored by Owens Corning, where we explore how to build a tech stack that works for your roofing business. From CRMs and estimating software to project management tools and beyond, technology can streamline operations, improve communication and help you win more jobs. But with so many options out there, where do you start? Our panel of contractors and tech experts will share real-world insights, best practices and the must-have tools for modern roofing companies. Learn how to evaluate your current systems, choose the right solutions and get your team on board with the changes. Let's make technology work for you!   Learn more at RoofersCoffeeShop.com!  https://www.rooferscoffeeshop.com/     Are you a contractor looking for resources? Become an R-Club Member today! https://www.rooferscoffeeshop.com/rcs-club-sign-up     Sign up for the Week in Roofing!  https://www.rooferscoffeeshop.com/sign-up     Follow Us!   https://www.facebook.com/rooferscoffeeshop/   https://www.linkedin.com/company/rooferscoffeeshop-com   https://x.com/RoofCoffeeShop   https://www.instagram.com/rooferscoffeeshop/   https://www.youtube.com/channel/UCAQTC5U3FL9M-_wcRiEEyvw   https://www.pinterest.com/rcscom/   https://www.tiktok.com/@rooferscoffeeshop   https://www.rooferscoffeeshop.com/rss     #OwensCorning #RoofersCoffeeShop #MetalCoffeeShop #AskARoofer #CoatingsCoffeeShop #RoofingProfessionals #RoofingContractors #RoofingIndustry 

To get your hands on the Mega-AI-Prompt outlined in this episode, visit: ⁠⁠https://growthforum.io/growthai⁠Stop wasting money on shiny AI tools that don't deliver. In this no-holds-barred conversation, David and Luigi break down the exact AI tech stack that's delivering 35-43% efficiency gains for B2B teams right now. You'll get the step-by-step evaluation framework they use with GrowthForum clients to cut through the hype and identify tools that actually drive revenue.

I explorePerplexity Labs, the AI agent product from Perplexity. I test its capabilities across multiple use cases including creating film storyboards, generating sales leads, developing content strategies, and performing financial analysis. Throughout the demo, I am surprised at the quality and depth of the outputs, particularly the tool's ability to create visual storyboards and comprehensive business dashboards. Timestamps: 00:00 - Introduction to Perplexity Labs 01:18 - Film director AI Agent 07:04 - Salesperson AI Agent 11:11 - Content strategy Consultant AI Agent 20:13 - Financial Analyst AI Agent 24:08 - Salesperson AI Agent (pt2) Key Points: • I test Perplexity Labs' AI agents against other AI tools like ChatGPT, demonstrating its capabilities for various business functions • Perplexity Labs ($20/month) can create detailed film storyboards, sales lead lists, content strategies, and financial analysis • The tool generates comprehensive dashboards with actionable information, including contact details for potential clients The #1 tool to find startup ideas/trends - https://www.ideabrowser.com LCA helps Fortune 500s and fast-growing startups build their future - from Warner Music to Fortnite to Dropbox. We turn 'what if' into reality with AI, apps, and next-gen products https://latecheckout.agency/ BoringMarketing — Vibe Marketing for Sale: http://boringmarketing.com/ Startup Empire - a membership for builders who want to build cash-flowing businesses https://www.skool.com/startupempire/about FIND ME ON SOCIAL X/Twitter: https://twitter.com/gregisenberg Instagram: https://instagram.com/gregisenberg/ LinkedIn: https://www.linkedin.com/in/gisenberg/

This week, Noah Smith and Erik Torenberg discuss China's economic strategies, technological advancements, and geopolitical challenges, contrasting them with U.S. policy. They discuss topics from the Hong Kong protests to battery manufacturing and emphasize the need for American industrial policy, education reform, and strategic investment to stay competitive. – SPONSORS: NetSuite More than 41,000 businesses have already upgraded to NetSuite by Oracle, the #1 cloud financial system bringing accounting, financial management, inventory, HR, into ONE proven platform. Download the CFO's Guide to AI and Machine learning: ⁠⁠⁠⁠⁠⁠https://netsuite.com/102⁠⁠⁠⁠⁠⁠ Shopify Shopify is the world's leading e-commerce platform, offering a market-leading checkout system Shoppay and exclusive AI apps. Nobody does selling better than Shopify. Get a $1 per month trial at ⁠https://shopify.com/momentofzen⁠. AdQuick The easiest way to book out-of-home ads (like billboards, vehicle wraps, and airport displays) the same way you would order an Uber. Ready to get your brand the attention it deserves? Visit ⁠⁠⁠⁠⁠⁠https://adquick.com/⁠⁠⁠⁠⁠⁠ today to start reaching your customers in the real world. – SEND US YOUR Q's FOR NOAH TO ANSWER ON AIR: Econ102@Turpentine.co – FOLLOW ON X: @noahpinion @eriktorenberg @turpentinemedia – RECOMMENDED IN THIS EPISODE: Is the U.S. in a "high-level equilibrium trap"?: https://www.noahpinion.blog/p/is-the-us-in-a-high-level-equilibrium Noahpinion: ⁠⁠⁠⁠⁠⁠⁠https://www.noahpinion.blog/⁠⁠⁠⁠⁠⁠⁠  – TAKEAWAYS: China's Strategic Position & Capabilities: China can easily police sea lanes to protect their own trade while potentially disrupting others, giving them a significant strategic advantage over America's traditional role as a global public goods provider. Financial System Stress: China faces a persistent drag from their real estate crash and mounting bad debt in local government financing vehicles. Banks are struggling to transition from real estate lending to manufacturing loans, many of which will likely go bad. Electric Tech Stack Revolution: The convergence of lithium-ion batteries, permanent magnet electric motors, and power electronics is creating a new technological paradigm that's replacing combustion engineering across multiple industries. America's Manufacturing Challenge: America has "too many bottlenecks" - only Elon Musk seems capable of overwhelming all 20+ bottlenecks simultaneously, while other talented entrepreneurs can only handle 15 or fewer. Republican Industrial Policy: America needs "Biden-style industrial policy without the everything bagel" - massive subsidies and support for electric tech manufacturing without progressive contractor requirements and community engagement processes. China's Innovation Plateau: By the 2040s, China may face Japan's experience where aging leadership in corporations reduces innovation and creates fewer opportunities for young talent.

Choosing the right tech for your advisory firm can feel overwhelming. In this episode, we talk with Joe Moss, COO at January Capital Advisors and founder of Connector, about how to build a tech stack that actually improves your client experience.Joe shares his story from mowing lawns to helping advisors cut through the noise of outdated and overpriced software. He explains how to evaluate tools based on ease of use, real value, and what people actually use—not just name recognition.Joe also talks about why your technology choices shape your client experience and why human connection still matters in an AI-driven world. As someone who is building community and creating content consistently, Joe brings a mix of practical tips and big-picture thinking.Whether you are just starting out or looking to improve your current setup, this episode will help you make smarter tech decisions and stay focused on what matters most: serving clients well.Connect with Joe on LinkedIn (Joe Moss

In this episode of the Fitness + Technology Podcast, Bryan O'Rourke shares his keynote, “The Key Trends Creating Opportunities and Challenges for the Global Fitness Industry in the Next 5 Years” live from Beyond Activ in Singapore. Bryan shares the spotlight for what's next for fitness across the globe — from emerging technologies and programming innovations to finance, business models, and the forces reshaping how to serve members and scale impact. Whether you lead a gym, studio, supplier brand, or digital platform, this talk is designed to challenge your thinking and equip you for what's ahead. To view the slideshow, go to: https://www.slideshare.net/slideshow/future-of-fitness-2025-keynote-bryan-orourke-beyond-activ-singapore-2025/280332550 One Powerful Quote: 7:41: “In a world deluged by irrelevant information, clarity is power.” 4-10 Bullet Points (w/ timestamps) - Highlighting key topics discussed: 3:09: Bryan opens his keynote with “What if?” and the convergence of macro/micro trends.  7:47: Bryan talks about opportunities and challenges in the next 5 years.  11:31: Bryan articulates on business models as the mainstay configurations for fitness delivery.  15:40: Bryan speaks on biotechnologies and the new social constructs today.  17:40: Bryan defines leadership vision and the processes to execute on it.  19:09: Bryan recaps his presentation.  Bullet List of Resources: https://beyondactiv.com/ Guest Contact Information: https://www.bryankorourke.com/ https://www.linkedin.com/in/bryankorourke/ http://www.fittechcouncil.org/ https://www.youtube.com/user/bko61163

Samantha Rose is the founder of Endless Commerce, a commerce enablement platform designed to help multi-channel consumer brands scale more efficiently through better infrastructure. A multi-exit founder and investor, Samantha brings deep operational experience across design, technology, and logistics to build systems that support sustainable, scalable growth.Before launching Endless Commerce, Samantha built and exited several consumer ventures, including GIR, an acclaimed kitchenware brand acquired in 2021, and Mvnifest, a full-stack operations and 3PL partner acquired in 2024. Alongside running Endless Commerce, she leads Hologram Capital, where she specializes in turning around distressed consumer brands with strong fundamentals but structural challenges.Whether rebuilding underperforming brands or designing the tech stack she wished existed, Samantha focuses on enabling commerce teams to grow beyond DTC into wholesale, retail, and omnichannel with confidence. She offers a playbook for founders who want to scale without losing operational grip, and a framework for tech partners who want to plug into brands at pivotal moments of inflection.In This Conversation We Discuss:[00:42] Intro[00:59] Building software from firsthand founder struggle[01:45] Solving problems with curiosity and play[03:13] Validating ideas with zero market research[06:42] Executing better instead of chasing new ideas[07:45] Turning demand into a real business plan[09:26] Developing software to solve real-life habits[10:24] Electric Eye, Social Snowball, Portless, Reach & Zamp[16:46] Differentiating in a commodity-driven market[17:23] Building with no modern Ecommerce tools[19:11] Navigating growth without today's tech stack[19:45] Going omnichannel to build retail resilience[23:31] Boosting perceived value with smart bundles[24:12] Shifting from operator to tech builder post-exit[25:31] Reinvesting in brands that need a second life[27:30] Building features from real-world friction[29:28] Avoiding early over-specialization in teams[33:47] Explaining the rebundling era of commerce stacksResources:Subscribe to Honest Ecommerce on YoutubeModular, AI-powered commerceOS endlesscommerce.com/Follow Samantha Rose samantharose.co/  Schedule an intro call with one of our experts electriceye.io/connectDrive revenue through affiliates & referrals socialsnowball.io/honestRevolutionize your inventory and fulfillment process portless.com/Level up your global sales withreach.com/honest  Fully managed sales tax solution for Ecommerce brands zamp.com/honestIf you're enjoying the show, we'd love it if you left Honest Ecommerce a review on Apple Podcasts. It makes a huge impact on the success of the podcast, and we love reading every one of your reviews!

Send us a textWhat's Inside This Episode?00:00 – Live from the National Restaurant Show Carl visits Chicago and joins Rich Faltot at Point B's new Restaurant Technology Innovation Center.“We're stood in a room with 70 screens — and not one is for show.”01:00 – Why restaurant tech stacks are broken Legacy systems, data silos, fragmented integrations, and the cost of doing nothing.POS replacements are “open heart surgery” for restaurantsTransformation takes 18–36 months on averageSuccess requires aligned leadership and future-facing thinking“The best stack isn't best-in-class. It's best for you.”06:00 – Customer obsession: the north star for tech decisions Rich outlines how leading brands maintain focus—on the guest experience, not shiny tools.The best operators spend time in-store, watching, listening, learningEvery tool must make things easier for the team and better for the customer“If the tech's not helping your guest, it's not helping your business.”13:00 – Point B's ‘Digital Safari' and art-of-the-possible workshopsReal-world immersion through drive-thru, kiosk, and delivery UX testingCross-industry inspiration (NASCAR, Disney) drives better solutions“We get rid of mental boundaries so they can dream—just scary enough.”20:00 – Inside the tech center Carl takes a walking tour of the new Tech Center, featuring:Multiple full-stack POS environments: Toast, PAR, Qu, Aloha and moreIntegrated back-of-house systems: Restaurant365, SynergySuite, Decision LogicTraining and deployment environments built for test, learn, and change management“We're not here to sell tech. We're here to help restaurants get it right.”Support the show

Where do business insight and patient experience come together?In this week's episode, Dr. Eduardo Hariton shares his POV on cost reductions, business opportunities, and what fertility tech gets right (and wrong) when designing for doctors and patients alike.We talk about:70% or 10%, differences in IVF conversion rateHow to reduce patient drop outHow to measure real IVF conversion ratesWhere Cercle fits in the fertility tech stackHow to balance human touch with scalable systems

If you're passionate about basketball, content creation, or building a brand from the ground up, this episode is a must-listen. Ian Hietala joins us to share his journey from aspiring trainer to one of the most promising voices in basketball edutainment—blending skill, strategy, and storytelling to make a lasting impact.In this episode, Ian Hietala takes us through his journey as a rising force in the basketball training world, blending education and entertainment to create impactful content for the next generation. He shares how his youth, discipline, and dedication to daily content creation give him a unique edge, while his media agency and online training serve as core revenue streams.Beyond the content, Ian opens up about the importance of building relationships in the training community, learning from mentors, and embracing experimentation—both in business and in training methods. From optimizing his tech stack to setting realistic financial goals, Ian emphasizes the value of consistency, authenticity, and volume in achieving long-term success.00:00 Introduction to Ian Hietala03:01 Goals and Ambitions in Basketball Training06:10 The Art of Edutainment in Basketball Content08:07 Youth Advantage in Content Creation11:11 Daily Routine and Content Strategy15:21 Revenue Streams in Basketball Training18:17 Organic CTAs and Audience Engagement19:26 Tech Stack for Content Creation20:29 Training Sessions and Business Model22:38 Navigating the AAU Landscape24:01 The Impact of Online Presence on Offline Training25:17 Building Relationships in the Training Community26:41 Logistics of Collaborative Training Sessions28:24 Learning from Industry Leaders30:48 The Importance of Experimentation in Training32:07 Scaling Content Creation and Team Dynamics34:28 The Role of Money in Career Development38:01 Setting Realistic Revenue Goals39:59 Content Style and Audience Engagement46:11 Lessons from Failed VenturesWhether you're a coach, creator, or entrepreneur, Ian's story is packed with insights to fuel your own growth. Tap in, take notes, and get inspired to level up with purpose, passion, and consistency.

Running a digital business doesn't have to feel like a three-ring circus. In this episode, I'm tell you the exact tools I use to automate, streamline, and scale my business. Whether you're drowning in tabs or dreaming of more ease in your systems, this tech stack breakdown will show you how to build a business that runs smoothly behind the scenes. Resources: The Meeting Place Membership Rock The Reels 1:1 Coaching Free Client Welcome Guide Additional Trainings and Resources Connect with Brittni: Follow me on the Gram - @brittni.schroeder Join my Facebook Group  Visit my website Subscribe to my Youtube You can find the complete show notes here: https://brittnischroeder.com/podcast/my-tech-stack-for-automating-organizing-and-growing-my-business  

Welcome to our first-ever, six-episode Summit Series. Here in this second episode, we host two operations leaders in one conversation:- Emily Smith, Chief Operating Officer for Wemert Group Realty- Gio Sanginesi, Agent Partner who's also served as VP of Growth for Pozek GroupThe Summit Series a new format that has an element of our Inside The Team series, but features multiple guests in each episode - with 10 total guests.In this conversation, Gio and Emily share with us the similar and different ways they work to keep their 30-agent and 60-agent teams (respectively) productive. Pod structure, tools and technology, transaction coordination - each shares what's powering their organizations in unique and specific ways.Watch or listen to this Summit Series episode for insights into:- The “pre-real-estate version” of themselves - from corporate leadership to resourceful entrepreneurship- What their role is and how they plug into the organization, including who they connect with daily, weekly, and as-needed- The two very distinct ways they run a pod structure and how it helps the agents and the organization- Other key similarities and differences in roles and structure of the team- Fundamental pieces of the technology that powers Wemert Group Realty and Pozek Group- Where they find transaction coordinators and how they hire and task themStill ahead: an end-to-end walkthrough of agent recruiting, onboarding, and retention with these two leaders, plus two conversations with four real estate agents, and another conversation with four team leaders! We recorded these episodes at The Creator House, a studio in Orlando created and run by our friends at Sweet Fish Media.Sign up for subscriber-only episodes and email-exclusive insights so you don't miss any of them: https://realestateteamos.com/subscribeFollow our Summit Series guests:- Emily Smith https://www.instagram.com/emily_t_smith/- Gio Sanginesi https://www.instagram.com/gio407realtor/Follow Real Estate Team OS:- https://www.realestateteamos.com- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/

In this episode of the Talking AI Podcast, host Matt Paige welcomes Vanessa Heppner, CEO and founder of Altas AI, to discuss the transformative potential of AI in business, particularly in enterprise settings.They explore the shift from 'text to text' AI interactions to 'text to action' and 'action to action' applications, highlighting the efficiency and innovation this brings.The discussion covers the challenges enterprises face with tech bloat, the explosion of SaaS tools, and how Altas AI uses AI to streamline operations and reduce costs.Heppner also shares insights about the evolving job market, the human-centric approach to AI development, and the future of AI pricing models.The episode wraps up with Heppner's experiences from the World Economic Forum and South by Southwest, emphasizing the rapid advancements in AI technology.--Key Moments:The Impact of AI on Business EfficiencyAdoption and Transformation with AIAI's Role in Reducing Tech BloatFuture of AI: Text to Action and BeyondAI Agents and Their PotentialPricing Strategies in the Age of AIGo-to-Market Strategies for AI Startups--Key Links:Altas AIConnect with Vanessa Heppner on LinkedIn

In Episode #152 des 121WATT Podcasts sprechen Sarah, Patrick und Marketing-Allrounder sowie Wettbewerbsanalyse-Experte Andreas Hörr darüber, wie du deinen Wettbewerb wirklich verstehst – nicht nur beobachtest – und daraus konkrete Marketing-Strategien ableitest.

Topics covered in this episode: Making PyPI's test suite 81% faster People aren't talking enough about how most of OpenAI's tech stack runs on Python PyCon Talks on YouTube Optimizing Python Import Performance Extras Joke Watch on YouTube About the show Sponsored by Digital Ocean: pythonbytes.fm/digitalocean-gen-ai Use code DO4BYTES and get $200 in free credit Connect with the hosts Michael: @mkennedy@fosstodon.org / @mkennedy.codes (bsky) Brian: @brianokken@fosstodon.org / @brianokken.bsky.social Show: @pythonbytes@fosstodon.org / @pythonbytes.fm (bsky) Join us on YouTube at pythonbytes.fm/live to be part of the audience. Usually Monday at 10am PT. Older video versions available there too. Finally, if you want an artisanal, hand-crafted digest of every week of the show notes in email form? Add your name and email to our friends of the show list, we'll never share it. Brian #1: Making PyPI's test suite 81% faster Alexis Challande The PyPI backend is a project called Warehouse It's tested with pytest, and it's a large project, thousands of tests. Steps for speedup Parallelizing test execution with pytest-xdist 67% time reduction --numprocesses=auto allows for using all cores DB isolation - cool example of how to config postgress to give each test worker it's on db They used pytest-sugar to help with visualization, as xdist defaults to quite terse output Use Python 3.12's sys.monitoring to speed up coverage instrumentation 53% time reduction Nice example of using COVERAGE_CORE=sysmon Optimize test discovery Always use testpaths Sped up collection time. 66% reduction (collection was 10% of time) Not a huge savings, but it's 1 line of config Eliminate unnecessary imports Use python -X importtime Examine dependencies not used in testing. Their example: ddtrace A tool they use in production, but it also has a couple pytest plugins included Those plugins caused ddtrace to get imported Using -p:no ddtrace turns off the plugin bits Notes from Brian: I often get questions about if pytest is useful for large projects. Short answer: Yes! Longer answer: But you'll probably want to speed it up I need to extend this article with a general purpose “speeding up pytest” post or series. -p:no can also be used to turn off any plugin, even builtin ones. Examples include nice to have developer focused pytest plugins that may not be necessary in CI CI reporting plugins that aren't needed by devs running tests locally Michael #2: People aren't talking enough about how most of OpenAI's tech stack runs on Python Original article: Building, launching, and scaling ChatGPT Images Tech stack: The technology choices behind the product are surprisingly simple; dare I say, pragmatic! Python: most of the product's code is written in this language. FastAPI: the Python framework used for building APIs quickly, using standard Python type hints. As the name suggests, FastAPI's strength is that it takes less effort to create functional, production-ready APIs to be consumed by other services. C: for parts of the code that need to be highly optimized, the team uses the lower-level C programming language Temporal: used for asynchronous workflows and operations inside OpenAI. Temporal is a neat workflow solution that makes multi-step workflows reliable even when individual steps crash, without much effort by developers. It's particularly useful for longer-running workflows like image generation at scale Michael #3: PyCon Talks on YouTube Some talks that jumped out to me: Keynote by Cory Doctorow 503 days working full-time on FOSS: lessons learned Going From Notebooks to Scalable Systems And my Talk Python conversation around it. (edited episode pending) Unlearning SQL The Most Bizarre Software Bugs in History The PyArrow revolution in Pandas And my Talk Python episode about it. What they don't tell you about building a JIT compiler for CPython And my Talk Python conversation around it (edited episode pending) Design Pressure: The Invisible Hand That Shapes Your Code Marimo: A Notebook that "Compiles" Python for Reproducibility and Reusability And my Talk Python episode about it. GPU Programming in Pure Python And my Talk Python conversation around it (edited episode pending) Scaling the Mountain: A Framework for Tackling Large-Scale Tech Debt Brian #4: Optimizing Python Import Performance Mostly pay attention to #'s 1-3 This is related to speeding up a test suite, speeding up necessary imports. Finding what's slow Use python -X importtime

GenAI and autonomous agents are catapulting supply chains into a future that was unimaginable just five years ago, and the pace of innovation is only accelerating. Join Zero100 Chief Content Officer Matt Davis and Principal Analyst Suzanne Lindsay as they reflect on the last 20 years of digital supply chains and how to navigate today's tech landscape.How Amazon amassed an incredible human sentiment dataset (2:01)New challenges, opportunities in evaluating the world of solution providers (4:04)Unilever's approach to breaking down functional siloes for tech breakthroughs (8:32)The new (and eternal) decision parameters for tech selection (13:37)Top tips for future-proofing your tech stack (18:13)

What happens when you pause, sunset, phase out, bless + release everything that's draining your life force? More joy. More prosperity. More clarity.  This episode is a full download of Danielle's Stop Doing List—two years of deep renovation inside her business and life—and how those decisions brought in more success and alignment than ever.  From saying goodbye to platforms, programs and partnerships that didn't vibe… To completely overhauling the editorial process to bring in more creativity and collaboration… To scrubbing a 220,000 person email list down to 65,000 loving, active subscribers… To shifting from hustle-mode launches to always-open invitations… And so much more. This is the companion episode to “I Stopped Obsessing Over Rapid Financial Growth. Here's Why…”  It's not about doing more. It's about doing what matters—and having the courage to stop what doesn't. MENTIONED IN THIS EPISODE: I Stopped Obsessing Over Rapid Financial Growth. Here's Why. LISTEN | READ The Fire Starter Sessions (audio version) Infusion Sessions—High-ticket, high-value 1:1 business mentoring with Danielle The Archives: Read on Substack Join The Heart Centered Collective for just $7/month Take the free Stressed to Blessed Quiz

Are you ready for the future of recruiting, or will you wake up wondering what just happened as AI and automation transform the industry overnight? As recruiters, leaders, and agency owners, we all strive to stay ahead—yet keeping up with evolving tech like AI and automation can feel overwhelming. In this episode of The Elite Recruiter Podcast, host Benjamin Mena and tech-forward guest Sam Kuehnle dive deep into what it means to build a future-proof recruiting tech stack. From the frustrations of outdated CRMs and applicant tracking systems to hard-earned lessons about AI-driven talent pipelining, this episode tackles the real issues recruiters face: information overload, shrinking margins of differentiation, and the pressure to deliver more, faster. Listeners will discover how leading recruiters are leveraging proactive talent pipelines to avoid starting every search from scratch, freeing their time to refocus on what really matters—relationships and results. You'll learn actionable strategies for cleaning up your data (without breaking the bank), why agencies need to experiment with automation now, and what the recruiting firm tech stack of tomorrow should look like. Plus, hear candid advice on when to niche down, how to stand out as AI levels the playing field, and the best ways to balance cost and tools as you build your competitive edge. By tuning in, you will gain: Proven tactics for leveraging AI and automation to save hours each week and spend more time building meaningful relationshipsInsider insights into the recruiting tech stack of the future, including must-have tools and how to make them work together seamlesslyPractical advice on proactive pipelining and CRM best practices to retain your competitive advantage as tech evolves Don't fall behind—press play now to learn how you can stay ahead of industry changes and build a tech-enabled recruiting business that stands out in 2025 and beyond. AI Recruiting Summit 2025 – Registration: https://ai-recruiting-summit-2025.heysummit.com/ Finish The Year Strong 2025 – Registration: https://rock-the-year-2025.heysummit.com/ Free Trial of PeopleGPT and its AI Agents: https://juicebox.ai/?via=b6912d Free Trial of Talin AI: https://app.talin.ai/signup?via=recruiter Signup for future emails from The Elite Recruiter Podcast: https://eliterecruiterpodcast.beehiiv.com/subscribe  YouTube: https://youtu.be/iB7TTpGbwNI Follow Sam Kuehnle on LinkedIn: https://www.linkedin.com/in/samkuehnle/  With your Host Benjamin Mena with Select Source Solutions: http://www.selectsourcesolutions.com/  Benjamin Mena LinkedIn: https://www.linkedin.com/in/benjaminmena/  Benjamin Mena Instagram: https://www.instagram.com/benlmena/

The future of collaboration between insurers and InsurTech providers hinges on the rise of agentic AI—systems of generative AI bots that work together to complete complex tasks without … Read More » The post InsurTech Summit 2025 Highlight: Is Your Insurance Tech Stack Ready for the Agentic AI Revolution? appeared first on Insurance Journal TV.

In this episode, Joe sits down with Amy Vetter, CPA, CGMA, RYT-500, CSP. Amy is the CEO of the B³ Method Institute and the keynote speaker for the MICPA's 2025 Elevate Conference. They discuss how firms can build a best-in-class tech stack by thoughtfully selecting, standardizing and training on the right tools.

In this episode, the guys chat with Christian Watts, CEO of Magpie Travel. They chat about their thoughts on OTAs throughout the history or watersports and their predictions for how AI could impact the future.[SPONSORS] - This show is sponsored by Take My Boat Test and WaveRez.Show Links:Website: https://www.watersportpodcast.comFacebook Page: https://www.facebook.com/awgpodcastFacebook Group: https://www.facebook.com/groups/1155418904790489Instagram: https://www.instagram.com/awg_podcast/

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Facebook Groups. They're the foundation of the introvert-friendly strategy that jump-started Marisa Lindsay's real estate business, serves as the foundation for her real estate team in Colorado Springs, and fuels a growing referral network across the country.Learn from the founder of The Collective by Marisa Lindsay, as well as from their TC/CTO/problem solver, Dubs (including how she got that nickname). They're a Visionary/Integrator duo whose relationship started as a real estate agent and a home buyer.In addition to the production of their local, in-town agents, they had nearly 20 closings in March through the referral network - all driven by about 60 Facebook Groups (and counting).In this conversation: what the strategy is, how they developed the strategy, how they sell without selling, and how they set it up in other markets.They walk us into their four-agent team and its staff, how they developed the Facebook Groups strategy, how they extended it into other markets, when and why they moved the team into a proper CRM, key pieces of their tech stack, and more!Watch or listen to this conversation to learn:- Key elements to building the highest-performing team in your market, including creativity with execution and a Visionary with an Integrator- Selling nearly 50 homes in year one with every deal generated through a Facebook Group- The three characteristics (or “the trifecta”) that Marisa saw in a client that led to her extending an offer to join the team- Specific roles on their small team in Colorado Springs that also supports a network of agents across the US- Foundations of the Facebook Groups strategy that's the foundation of the team and the referral network- How sales conversations can happen on social media … without initiating sales conversations- Overcoming two myths about Facebook Groups- Why Facebook Groups functioned like a CRM for them- “The amount of leverage is undeniable” - the vision that motivated a move to a proper CRM- How Marisa went from Chief Skeptic to top user of their CRM- Logistics behind and lessons learned from the referral network- How they're building community and courses for introvertsAt the end, learn about McNeese State as must-see TV, splurging on “magical” experiences, and the “why” behind things.Marisa Lindsay and Dubs:- https://www.instagram.com/the_marisa_lindsay/ - https://www.facebook.com/marisa.lindsay2 - https://www.facebook.com/dealswithdubsReal Estate 4 Introverts:- https://www.facebook.com/groups/re4introvertsReal Estate Team OS:- https://www.realestateteamos.com- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/

When you're launching or scaling a machine shop, it's easy to think of software as a cost—something you "have to have" just to get by. But what if your tech stack could become your sharpest competitive edge?  In this episode of the Machine Shop MBA series, we are joined by returning guest and digital strategy expert Bryce Barnes to unpack why your software decisions might matter more than your next CNC machine purchase. They explore how an intentional, integrated digital backbone isn't just for managing data—it's about accelerating sales, boosting throughput, and future-proofing your shop. We share our own journeys with building digital infrastructure from scratch, transitioning off spreadsheets, and how we now see our systems as a key part of our brand. The reality is, when your systems are dialed in, they don't just save time—they win work. We've seen it ourselves: customers are more confident, audits are smoother, and top talent is easier to attract when you run a modern, connected operation. We break down the key components of a modern machine shop's digital ecosystem—from ERP and QMS to CAD/CAM, CRM, and even the email domain you choose when naming your business. We explain how integrations reduce risk and waste, why starting early simplifies everything later, and how a great tech stack not only saves time but wins customers. Whether you're quoting parts on an Excel sheet, trying to choose your first ERP, or just curious how cloud, AI, and machine monitoring can fit into your daily operations, this episode is an essential listen. It's not a tech tutorial—it's a business strategy conversation every shop owner needs to hear. The takeaway? Don't tack on software as an afterthought. Build your shop around it. Segments (0:00) Broken spreadsheets and the hidden dangers of quoting errors (0:35) Let ProShop ERP help you achieve on-time delivery  (2:10) Why the MBA series is resonating with startup shop owners (3:26) From machines to mindsets: introducing the digital backbone (5:32) What a tech stack actually includes (and why it matters early) (6:48) How shops can and should go paperless (8:29) Email addresses, domains, and the perception of professionalism (9:10) Tech stack mindset: cost center vs. competitive advantage (13:21) CRM, marketing, and quoting: connecting the whole flow (16:54) The case for seamless data flow and integration (18:10) Human input, machine monitoring, and minimizing mistakes (20:11) Designing your workflows digitally, not retrofitting after (21:35) The value of ERP systems built specifically for machine shops (25:58) Grow your top and bottom line with CLA (27:42) A jaw-dropping machine monitoring story from aerospace (29:45) Where to start with scale: communications and safety (32:40) Matching tech stack to business model (high-mix vs. high-volume) (35:02) Involving your team in tech decisions increases buy-in and success (36:13) Choosing tools with a strong community and support ecosystem (39:00) Pros and cons of cloud infrastructure for manufacturers (43:30) The hidden cost of old tech: attracting and retaining talent (46:30) Getting IT help doesn't mean hiring full-time staff (47:00) A lean and logical order to build your tech stack from day one (50:00) Don't forget cybersecurity—it's essential, not optional (51:40) Why early investment pays off more than late retrofitting (53:00) Your tech stack is also your sales pitch (54:00) The virtuous cycle of the right tools: fewer mistakes, more wins (55:35) What's next: Building your brand and growing your sales  Resources mentioned on this episode Tech Stack Checklist  Your 6-Step Guide to Achieving Over 95% On-Time Delivery ProShop ERP Paperless Parts Grow your top and bottom line with CLA Quickbooks Xero Connect With MakingChips www.MakingChips.com On Facebook On LinkedIn On Instagram On Twitter On YouTube

What if your firm could cut its tech stack in half while delivering faster results to clients? In this episode, Blake and David explore the consolidation revolution in accounting software as practice management tools secure massive funding rounds. They also break down how private equity is reshaping the profession's business model, with some firms now prohibiting CPAs from using their credentials in email signatures. Plus, discover why a proposed Florida bill eliminating the Board of Accountancy could have nationwide implications for licensed professionals. Learn why shorter turnaround times—not lower prices—might be your most cost-effective path to happier clients in today's AI-transformed landscape.SponsorsOnPay - http://accountingpodcast.promo/onpayRelay - http://accountingpodcast.promo/relayREFRAME 2025 - http://accountingpodcast.promo/reframe2025 Payhawk - http://accountingpodcast.promo/payhawkChapters(01:14) - Today's Topics Overview (03:53) - Travel Stories and Observations (05:14) - Conference Highlights and Industry Insights (16:50) - Florida CPA Threat and Licensing Issues (21:21) - Private Equity in Accounting Firms (39:39) - IRS Workforce Reduction Update (44:04) - IRS and ICE Data Sharing Agreement (45:42) - Proposed Bill to Regulate Tax Preparers (47:37) - Americans' Perception of Tax Fairness (52:16) - Improving Client Satisfaction in Tax Services (01:01:36) - Consolidation in Accounting Tech: Xero and Bill.com (01:03:43) - Gusto Expands into AR and AP (01:12:02) - The Impact of AI on Accounting Jobs  Show NotesFirms with AI report higher per-employee revenue vs others https://www.accountingtoday.com/news/firms-with-ai-report-higher-per-employee-revenue-vs-others50% of finance teams still take over a week to close the books https://www.cfo.com/news/50-of-finance-take-week-to-close-books-ledge-month-end-close-time-cfo-three-day-close-myth-/746085/Shorter Turnaround Equals Happier Tax Clients https://www.cpatrendlines.com/2025/05/shorter-turnaround-equals-happier-tax-clients/Less than half of Americans believe federal income taxes are fair, Gallup poll finds https://news.gallup.com/poll/taxes-fairness-poll-2025.aspxFlorida bill threatens to eliminate Board of Accountancyhttps://www.goingconcern.com/florida-bill-threatens-to-eliminate-board-of-accountancy/13 regional accounting firms unite under Sorin brand backed by private equity https://www.accountingtoday.com/news/13-regional-accounting-firms-unite-under-sorin-brandBennett Thrasher rejects private equity, champions independence https://www.accountingtoday.com/news/bennett-thrasher-rejects-private-equity-champions-independenceInterest in accounting rising among students, CAQ survey finds https://www.thecaq.org/accounting-interest-students-survey-2025/Treasury to stop issuing and accepting paper checks effective September 30, 2025 https://home.treasury.gov/news/press-releases/paper-checks-phase-out-2025IRS and ICE reach agreement to share immigrants' tax information https://www.irs.gov/newsroom/information-sharing-agreement-ice-2025Bill to regulate tax preparers introduced in Congress https://www.congress.gov/bill/tax-preparer-regulation-2025Canopy raises $70 million Series C for practice management software https://www.canopytax.com/blog/70-million-series-c-funding-2025Thoma Bravo invests $100 million in HubSync for accounting technology growthhttps://www.hubsync.com/news/thoma-bravo-investment-100-millionXero and Bill forming alliance for embedded bill pay in the US https://www.xero.com/blog/2025/05/bill-partnership-announcement/Melio to embed payments for AR and AP inside Gusto https://www.melio.com/blog/melio-gusto-partnership-2025Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser:

Is your brokerage truly giving you freedom, flexibility, and financial growth? In this episode of the Real Estate Excellence Podcast, Tracy Hayes dives into the dynamic world of REAL Brokerage with guests Gigi Urbanski and Mike Rolewicz. Together, they explore how REAL is disrupting the traditional brokerage model by focusing on scalable support, tech-driven efficiency, and multiple income streams. From streamlined operations to a thriving agent community, REAL positions itself not as a destination, but a vehicle to entrepreneurial success. The conversation uncovers how REAL's powerful tech stack, AI tools like Leo Copilot, and agent-driven training platforms are empowering agents at all levels. Whether you're a new agent looking for structure or a seasoned professional craving freedom and ownership, REAL's transparent model offers simplicity, equity, and genuine collaboration that inspires agents to not only succeed but to build wealth with purpose. Ready to break away from the ordinary?   Highlights: 00:00 – 04:17 Introduction and REAL's Positioning REAL as a platform versus destination Movement-based culture and branding Sneaker culture and dress code ChatGPT used for show prep REAL's buzz compared to LPT 04:17 – 10:50 Tech Stack and Broker Efficiency App-based tools and transaction management Broker support through Leo and real-time calls Transparent commission preview and compliance AI Wallet integration and Visa payouts REAL's scalability in tech and communication 10:50 – 19:54 Community, Culture and Plug-in Potential Education via peer-contributed modules Local masterminds and “come as you are” vibe Relevant agents as trainers Personal stories of switching from other brokerages Adapting to solo, team, or boutique styles 19:54 – 35:21 Business Tools, Financial Planning and ROI Capping, post-cap structure, and stock incentives Integrated budgeting with accountability calls REAL-built one-page business plans Tools for boutique or indie brokers Ease of use and agent empowerment 35:21 – 44:14 Revenue Streams and Support Systems Breakdown of split models and fees REAL Academy and Elite Agent program Referral ecosystem and organic recruiting Agent wins and mentorship stories Collaboration without hard pitching 44:14 – 01:14:26 Leadership, Masterminds, and Events Coffee meetings and spontaneous conversions Mastermind access (Women of Real, Social Media Leaders) Eric Hatch's free coaching sessions RealX events and open-door policy Cross-brokerage collaboration and local engagement Conclusion   Quotes: "REAL is not the destination—it's the vehicle." – Mike Rolewicz "We're going to be doing this with or without you—it'd just be cool if you were with us." – Mike Rolewicz "You're with REAL, you don't have to wear heels anymore." – Gigi Urbanski "Agents aren't looking for another meeting, they're looking for a community." – Gigi Urbanski   To contact Angela “Gigi” Urbanski and Mike Rolewicz, learn more about their business, and make them a part of your network, make sure to follow them on Website, Instagram, Facebook, YouTube, and LinkedIn.   Connect with Angela “Gigi” Urbanski! Website: https://angelaurbanski.exprealty.com Instagram: https://www.instagram.com/gigiofjax/ Facebook: https://www.facebook.com/GiGiofJAXHomeSquad/ YouTube: https://www.youtube.com/channel/UCdor_3bwxhJ3HQ8dEU7iYag LinkedIn: https://www.linkedin.com/in/gigiyourhomegirl/   Connect with Mike Rolewicz! Website: https://www.904homeguide.com Instagram: https://www.instagram.com/904homeguide/ Facebook: https://www.facebook.com/904homeguide/ YouTube: https://www.youtube.com/@mikerolewicz904homeguide LinkedIn: https://www.linkedin.com/in/mike-rolewicz-b37135b   Connect with me! Website: toprealtorjacksonville.com   Website: toprealtorstaugustine.com    If you want to build your business and become more discoverable online, Streamlined Media has you covered. Check out how they can help you build an evergreen revenue generator all powered by content creation!   SUBSCRIBE & LEAVE A 5-STAR REVIEW as we discuss real estate excellence with the best of the best.   #RealBrokerage #RealEstateTech #AgentTools #BrokerageDisruption #StockAwards #RealEstateLife #CloudBrokerage #RealEstateMovement #RealTalk #RealAgents #RealResults #LeoCopilot #RealEstateCommunity #TeamLeaderLife #OpenHouseTips #LuxuryRealEstate #WomenInRealEstate #FinancialFreedom #AIinRealEstate #RealtorLife

In this episode of The Freelancers Teabreak podcast, I delve into my current tech stack, a popular request from our Facebook and Discord groups. I explore a variety of tools that have been instrumental in my business operations. Starting with Dubsado for onboarding and offboarding clients, Podia for course management, and Discord for community engagement. I mention Sunsama for email management, Speaking Email and Speechify for audio email handling, Slack for team communication, and Notion for overall task management and business organisation. I also touch on using Voxer for communication and Descript for recording podcasts. If you're dealing with a specific business challenge and need a tech solution, reach out—I'd love to help!   Follow me on Instagram Follow me on Bluesky Email: hello@emmacossey.com  Come join us in the free Freelance Lifestylers Facebook group Want more support? Check out the Freelance Lifestyle School courses and membership. Join the Freelance Lifestyle Discord Community: https://discord.gg/RKYkReS5Cz   Dubsado: has a free trial for your first 3 clients and then starts at $20 a month My affiliate link is: dubsado.com/?c=freelancelifestyle (gets 20% off your first month or year) Sunsama: has a free trial for 2 weeks and then starts at $16 a month My affiliate link is: https://try.sunsama.com/gw5vae4pvzmk  Podia: has a free trial for 30 days and then starts at $33 a month

Imran and Qiao sat down to discuss launchpad wars, market reversal, Trump Tariff Pause, the AI Arms Race, and more.No BS crypto insights for founders.Timestamps(00:00) Intro(01:27) Short Term Market Predictions(02:01) Long Term Market Predictions(02:28) Tariffs(05:38) Believe(06:28) How Believe Works(09:03) Dupe(10:41) Crypto GTM for Startups(14:03) Crypto Kickstarter(16:21) Pump and Believe(17:46) Teams Competing with Pump(23:55) Stripe and Stablecoins(30:41) Stripe's AI Shopping Agents(33:40) Future of AI and Crypto in Payments(34:42) Meta and Robinhood's Crypto Ventures(37:38) AI in Education(38:53) Future of the Education System(44:21) AI's Impact on Startups(46:40) Excitement About Crypto in Tech Stack(48:51) Dupe.com and E-commerce(50:25) Future of CryptoSpotify: https://spoti.fi/3N675w3Apple Podcast: https://apple.co/3snLsxUWebsite: https://goodgamepod.xyzTwitter: https://twitter.com/goodgamepodxyzWeb3 Founders:Apply to Alliance: https://alliance.xyzAlliance Twitter: https://twitter.com/alliancedaoDISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

In this episode of The Marketing Intelligence Show, Aleksander Cardwell, Director of Product Marketing at Supermetrics, chats with Matt Simmonds, Supermetrics' Chief Product and Technology Officer. They explore key findings from the 2025 Marketing Data Report—like the 230% increase in data volumes since 2020—and unpack what it all means for marketing leaders.You'll learn:Why bi-directional data connectivity is the new normalThe truth about composable CDPs and who they're really forHow to choose the right measurement model, from MMM to incrementalityWhat's hype and what's real when it comes to AI in marketingHow marketers can build a flexible, composable tech stackIf you're grappling with complexity, overwhelmed by AI promises, or unsure where to go next with your marketing data—this one's for you.Get the 2025 Marketing Data Report: https://discover.supermetrics.com/marketing-data-report-2025/

In this episode of the HR Leaders Podcast, we sit down with Ciprian Arhire, Global Head of People Programmes and Analytics at Entain, to explore how HR leaders can balance AI, data, and human connection in the age of digital transformation.Ciprian shares insights on simplifying HR tech stacks, building trust in AI adoption, and creating agile strategies that future-proof HR. He also shares why upskilling HR teams in data literacy and storytelling is critical for success.

In today's MadTech Daily, we cover Walmart's decision to drop plans to white-label its ad tech stack, Temu's pivot away from Chinese imports to avoid US tariffs, and Google's expansion of AI Mode in Search.

In this quick-hit episode of The Complete Advisor, we're kicking off our What's In Your Tech Stack series — and we're getting real about what actually works in the field.

In this conversation, Josh Nielsen, founder and CEO of ZenCaster, shares his journey from software developer to entrepreneur in the podcasting space. He discusses the evolution of podcasting technology, the challenges faced in building ZenCaster, and the importance of monetization strategies for podcasters. The conversation also touches on the impact of COVID-19 on the business and the growth pains experienced along the way. In this conversation, the speakers delve into the journey of transitioning from a developer to a business leader, the importance of co-founders, and the challenges of fundraising. They discuss the dynamics of hiring the right talent, the evolution of their podcasting platform, and the strategic decisions made to scale the business effectively. The conversation highlights the significance of adaptability, continuous learning, and the necessity of building a strong team to achieve success in the competitive landscape of entrepreneurship.takeawaysJosh Nielsen is the founder and CEO of ZenCaster.ZenCaster was born out of a need for better remote podcast recording.The technology for podcasting has evolved significantly over the years.Podcasters face many challenges beyond just recording, including monetization and audience growth.ZenCaster aims to provide a comprehensive toolchain for podcasters.The importance of curiosity in identifying market needs.COVID-19 accelerated the growth of remote recording solutions.Hiring a co-founder helped alleviate the challenges of solo entrepreneurship.Understanding customer feedback is crucial for product development.The journey of building a startup involves navigating many unexpected challenges. Raising money involves taking risks but can lead to significant rewards.Finding product-market fit is crucial for business success.Transitioning from a developer to a leader requires a shift in mindset.Leadership challenges can be mitigated by hiring skilled individuals.Fundraising is simpler when you have undeniable growth metrics.COVID-19 created unexpected opportunities for business growth.Building a comprehensive solution for users is essential for scaling.Hiring the right talent can significantly impact business growth.Cutting corners is sometimes necessary in the early stages of development.Continuous learning and adaptation are key to long-term success.Timestamps: 00:00 Introduction and Background00:30 Origin of ZenCastr04:05 Realizing the Potential in Podcasting06:23 Lessons Learned from Building ZenCastr09:19 Monetization and Growth11:38 Expanding ZenCastr's Services12:14 Monetization Options for Small Podcasters13:44 Building a Podcast Network for Everyone15:13 Using Growth Algorithms to Grow Podcasts20:48 Expansion into Show Growth and Cross Promotion23:21 Growing Pains and Hiring a Co-Founder25:46 Lessons Learned and the Importance of Co-Founders29:23 Transitioning from Developer to Business Leader30:32 Transitioning from Solo Operation to Leading a Company35:24 Fundraising and Making Decisions38:14 Scaling the Business and the Need for Funding41:35 Tech Stack and Building the Platform48:29 Hiring and Building the Team51:08 Transitioning from Programming to Leadership54:08 Staying Engaged with Programming55:04 How to Connect with Josh-Credits:Hosted by Michael Smith and Ryan RoghaarProduced by Ryan RoghaarTheme music: "Perfect Day" by OPM  The Eggs Podcast Spotify playlist:bit.ly/eggstunesThe Plugs:The Show: eggscast.com@eggshow on twitter and instagramOn iTunes: itun.es/i6dX3pCOnStitcher: bit.ly/eggs_on_stitcherAlso available on Google Play Music!Mike "DJ Ontic":Shows and info:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠djontic.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@djontic on twitterRyan Roghaar:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠rogha.ar

Complete this form and I may roast your firm! https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag

In this episode of Building the Premier Accounting Firm, host Roger Knecht interviews Randy Johnston, a leading figure in accounting technology, about tech stacks, AI, and the future of the accounting industry. Johnston shares his expertise on choosing the right technology, integrating AI seamlessly, and leveraging tools for optimal efficiency and client satisfaction. This episode provides actionable advice for accounting professionals looking to enhance their firms with cutting-edge technology and strategic service offerings. Key Takeaways:

Send us a textGear up for an energizing discussion on tech stacks and smart scaling! In this midweek episode of the Customer Success Playbook, Kevin Metzger and Roman Trebon welcome Joe Di Grande back to tackle a pressing issue: bloated CS tech stacks. Joe shares why so many organizations fall into this trap and delivers actionable advice on how to avoid or fix it. From building cross-functional committees to starting tech ops planning early, Joe's wisdom is essential for anyone striving to build a lean, mean customer success machine.Detailed Analysis: Joe Di Grande's return to the Customer Success Playbook is like having your favorite professor hand you the cheat sheet to a passing grade. In this session, he unpacks why bloated tech stacks happen: a lack of operational foresight, siloed decision-making, and the absence of data-first strategies. Acquisition fever might keep the lights on, but without systems thinking, organizations find themselves in a tangled mess of redundant tools.Joe highlights a proactive cure: form a cross-functional committee that includes sales, marketing, CS, and product voices. Bonus points if you find your "ops-minded" champions by tapping the power users of existing tools! His approach is practical, tactical, and refreshingly unpretentious.For those starting from scratch (aka "dream budget approved!" scenarios), Joe delivers a fantasy list of tech essentials: a reliable CRM, a centralized data warehouse, sales engagement tools, data enrichment platforms, marketing automation solutions, and customer success platforms—all strategically selected to foster scalability and transparency.Joe's core advice? Think operations early, communicate often, and let your data be the thread tying it all together. It's a masterclass in balancing ambition with operational excellence for any customer success playbook.Now you can interact with us directly by leaving a voice message at https://www.speakpipe.com/CustomerSuccessPlaybookPlease Like, Comment, Share and Subscribe. You can also find the CS Playbook Podcast:YouTube - @CustomerSuccessPlaybookPodcastTwitter - @CS_PlaybookYou can find Kevin at:Metzgerbusiness.com - Kevin's person web siteKevin Metzger on Linked In.You can find Roman at:Roman Trebon on Linked In.

"When the franchise wins, we win," says Mike Onslow, CTO of Clarity Voice, a communications provider celebrating its 20th anniversary this year. Speaking with Technology Reseller News at the vCon conference, Onslow detailed how Clarity Voice is pioneering the use of vCon technology to radically improve call quality, agent training, and customer retention — at scale. Clarity Voice specializes in delivering communications solutions to the franchise and automotive dealership industries, built around a longstanding partnership with NetSapiens by Crexendo. Over the past few years, however, Clarity saw an opportunity to dramatically enhance business intelligence for small, medium, and micro businesses by integrating vCon architecture with their services. The Journey from Fragmented Data to Unified Insights Initially, Clarity developed a custom Call Coach platform — an internal AI tool to help evaluate support calls based on a quality checklist and company core values. "The problem was that the data was fragmented," Onslow explained. "We were pulling from multiple systems, APIs, and databases — it was inefficient and hard to scale." The solution came with the adoption of vCons — a standardized, lightweight format for capturing conversational data. "By simply changing the backend to vCons, without altering our platform or NetSapiens' core code, we unified everything," said Onslow. "It simplified our tech stack and allowed us to track every call, starting in early January." From One Call at a Time to Millions at Scale Armed with vCon-based data, Clarity Voice is now able to analyze millions of conversations across franchise networks — not just one call at a time. "The real value to our franchise brands is that we can surface the calls that need review, highlight the best-performing agents, and deliver actionable insights at scale," Onslow noted. One particularly powerful new feature is a churn signal detection system. Using vCon-based flags, Clarity can identify rare but critical cases where a customer signals they're ready to cancel — allowing the CX team to intervene in time. "One customer was going to churn for sure," recalled Onslow. "Our team called him back with empathy. After that conversation, he said, 'Sign me up for ten years.' That's the power of this technology." Tailored Solutions for Each Franchise Looking ahead, Clarity Voice is partnering with Crexendo to build customized vCon-based tools for each franchise brand. "Every brand cares about slightly different metrics," Onslow said. "vCons give us a standard format underneath, but the tools we build on top can be customized — without adding a ton of operational overhead." With a focus on empathy, simplicity, and smart automation, Clarity Voice is setting a powerful example for how the vCon revolution is reshaping communications. Learn More Visit clarityvoice.com to learn more about Clarity Voice solutions. Connect with Mike Onslow on LinkedIn: Mike Onslow

Crazy thing is, AI isn't just some future tech — it's already shaking up industries everywhere. If you're not thinking about how to keep up, you might already be behind.Brendan Lopes is the founder and CEO of Multipli Tech, a Greenville, SC-based full-service technology development agency. His diverse background in finance, accounting, consulting, and tech sales provides him with strategic and entrepreneurial strengths.Today, Brendan reveals how business owners can unlock massive value through customized tech solutions, why off-the-shelf software isn't always the answer, and how AI is creating opportunities for companies to scale without losing their core values or culture.Whether you're growing a business or trying to balance entrepreneurship and family, this episode is packed with practical insights, real-world examples, and an honest look at how technology can help you work smarter—not harder. Plus, Brendan and Mark share their thoughts on building businesses rooted in purpose, empathy, and faith in a high-tech world.Takeaways:Automate to empowerTransition to cloud-based operations to enable scalability and flexibilitySpeed of response wins—let AI help you never miss a leadConnect with Brendan Lopes:Website: https://www.multipli.techLinkedIn: https://www.linkedin.com/in/brendanlopes/Timestamps:00:00 Custom Solutions: Trust Takes Time06:46 "Business Mobility Through Tech Upgrades"07:35 Automating Client Workflows12:11 AI Enhances Customer Interactions17:10 "Meaningful Conversations Beyond Tech"17:46 "The Future of Business and Trust"21:32 ChatGPT Aids in Work Efficiency24:08 Unexpected Viral Fame Challenges_____________________________________________

Episode Overview: AI isn't just a tool—it's your next team member. In this forward-thinking episode, John Kitchens welcomes AI leaders Eric and Danielle from HUZI to break down what it really means to scale a real estate business in the era of artificial intelligence. They unpack the 4 biggest problems threatening modern agents—tech stack bloat, noise, poor messaging, and inconsistent client experiences—and how to solve them using AI the right way. From real-time contact personalization to building offers inside a dynamic AI workspace, this episode doesn't just talk AI theory—it shows you how to implement it. If you're wondering where the puck is going, this is the conversation you can't afford to miss. Key Takeaways: Rethink Your Relationship With AI AI is no longer a tool—it's a voice in the room and a team member. Don't just ask “Can AI do this?” Ask “Should I use AI for this?” The 4 Big Problems AI Solves: Tech Stack Bloat Consolidate tools and reduce inefficiencies. Platform that simplifies all the others. Noise in the Marketplace 90% of online content is AI-generated; how do you stand out? Answer: Hyper-personalized messaging and real conversations. Irrelevant or Generic Messaging Mass blasts don't work anymore—one-to-one personalization wins. Example: Prompt AI to find 5 contacts to call, explain why, and draft custom messages. Inconsistent Client Experience Experience drives lifetime value. AI helps systemize and improve it at every step. AI can read contracts, prep listing presentations, and organize your thoughts for better decisions. Bonus Concepts: Why "copycat culture" kills creativity and how AI can either magnify or overcome it. The shift from an internet of things to an internet of conversations. Satori as the first AI-powered work canvas with real-time collaboration across teams. Resources Mentioned: CoachKitchens.AI — Exclusive platform powered by HUZI + John Kitchens Satori.ai — AI-powered collaborative workspace The Obstacle Is The Way by Ryan Holiday Who Not How by Dan Sullivan Buy Back Your Time by Dan Martell Beyond Entrepreneurship 2.0 by Jim Collins Special Offer:

According to research from Gartner, only 24% of workers have a high degree of readiness to adopt new technology. So how can you optimize your enablement tech stack to build excitement and drive adoption from the start? Shawnna Sumaoang: Hi, and welcome to the Win-Win podcast. I’m your host, Shawnna Sumaoang. Join us as we dive into changing trends in the workplace and how to navigate them successfully. Here to discuss this topic is Karen Gauthier, senior Manager of growth enablement at Bright Horizons. Thank you for joining us. Karen. I’d love for you to tell us about yourself, your background, and your role. Karen Gauthier: Thank you for having me very much, Shawnna. I’ve been with Bright Horizons for about five years in sales enablement. Our role here is basically to support our sales and client relations teams and serve up the right content, messaging and procedures so that they can do their job as effectively and scalable wise as possible. Prior to that, I worked in a number of different organizations, most recently education related. And I started out doing technical and user documentation, writing, and then supporting the training of those documents with the user group. And it just kind of, you know, one thing led to another and I probably was doing enablement before they called it enablement, but here I am. So enjoy it very much. SS: Well, we’re glad you’re here, Karen. Thank you for joining us. And given your extensive experience in education management, what are some of the. Unique challenges that reps in the industry face. And how would you say enablement can help them navigate these challenges? KG: Yeah, well, specifically for Bright Horizons, we have a number of products and services that really run a span from onsite care through career development and college coach elder care, everything for the lifecycle of the workers of the employers that we support. And so needing to understand all of the needs and the different types of tools that help. Those employers retain and recruit employees and just make it a quality place to work. And a best in class place to work is a big ask. So our reps not only need to understand the broad strokes, but the details and our job. And I think that the job of enablement is to serve it up in bite-sized pieces, but not just content, but the context. So when given a specific. Situation, different client, different industry, all of the different regulations or legal or political things that are involved in, you know, care or working for a nonprofit, those types of things. I mean, a lot of that makes our content very dependent on a specific use, and so having a tool that is robust, scalable, and flexible for our users with a good interface is a game changer. SS: I love that. And your organization has evolved quite a bit. On the enablement front. You recently switched off a previous enablement platform and moved to Highspot. Can you tell us a little bit more about some of the challenges your team faced before and how you’ve been able to overcome those since implementing Highspot? KG: Sure. When I started with Bright Horizons, we were very new in the launch of that original tool, so we really did have it almost five years. I was there for kind of all of the growing pains, and I think that tool allowed us to understand what was available, what we could do. But I feel like at some point. It hit its limits of growth and scalability and you know, then there are always the little support issues, upgrades and things like that, that we just felt like we were needing a little bit more. So we went ahead and really took a good long look at our requirements matrix and what we needed and did our due diligence and came upon Highspot as the best in class for our needs. SS: I love that, and I think you made the right choice since you were a key advocate in the evaluation process. How did you build the business case for switching to a new enablement platform, and how did you go about securing stakeholder buy-in? KG: Yeah, I think that the first thing that we’ve tried to do that I think we learned using the original tool that we had was we had kind of sporadically throughout our user base, some key users that were early adopters and leaders on their teams, and we just kept them very closely in the loop as kind of team members. Tangentially so that they, they would be aware of what was going on. They could provide us feedback, what was working, what wasn’t, and using them as a sounding board, we were able to identify very quickly, not only what requirements we needed to kind of improve on with a new tool, but also prioritize them. And so being able to use that as our main business case. As our internal customers. Then when we went to the management, you know, ladder as we need to make a change and within our scope of budget, these are the priorities over the next three, six months and then a year and further, we were able to kind of take that scope of what we needed and the budget and the sale, and then having an internal coach and champion. Helped us navigate some of the internal procurement and technology things that needed to be tied together. So just kind of bringing everyone into the organization of understanding what needed to happen and prioritizing it was the most important thing for us. SS: Well, you must have done a phenomenal job on that front. The team did. Yeah. Team effort. Now, at your previous company, you participated in the implementation of Highspot. In your opinion, what are the key building blocks for a successful rollout of a new platform? KG: I mean, I think one of the biggest mistakes, and this goes back to my training and documentation days, is not stepping into the user’s day in the life. And, you know, there could be a hundred features in, in a particular tool, but they may use five of them 90% of the time. And so it, it’s a matter of really stepping into their shoes and understanding what needs to get done, what needs to get done at scale, what are some nuances. For the different ways their days could go and then incorporate that into the rollout prioritization plan. And, and that was something that part of the team I was on at a previous company did a really good job. And then, you know, kind of accepted all support from people that were willing to help in, in identifying little details of things that could go wrong down the road, not just the big picture, but. The little details, like there’s embedded links that are gonna go wrong in a script when that old tool goes away. And just identifying a lot of that stuff up front so you don’t have chaos day one. SS: Yeah. Well, I have to say your approach to stepping into their shoes must be working because you’ve already seen an impressive 85% recurring usage of Highspot. So I’d love to understand what are some of your best practices for driving adoption and really building excitement for your programs amongst the teams that you support? KG: Well, thank you for that. Our teams worked really hard, like I said, to have champions throughout the user base. We have users in the US separately in the UK, and then we have three different main lines of business. So it’s kind of spread out and all of them have unique needs, and so making sure that we bring them in so that not only do they feel part of the solution, but they can then go back and be champions and socialize it with their teams and, and we started that early on for this implementation. For a number of reasons. We had a very, very tight rollout. It was like five weeks, and so that was like all hands on deck. And the goal on the backend was just to kind of drill in, get as much done as we could, but outwardly we just kind of dripped out information, made it as positive as possible. And then I think the key to the adoption being successful was on day one, there were very few things that they used to do that they couldn’t still do. So that was priority one, was to kind of keep it. Status quo. And then once all the little bugs were worked out, then we started, you know, bringing out some of the features that we knew were very, very high on the priority list. And, the other thing we did was have a lot of opportunities for them to jump in as questions offered one-on-ones, jumped in on team calls, provided our own little videos and job aids for people, that kind of thing. Just so that there were a lot of communication tools out there so that they felt like they were always kind of having it in the forefront and, oh, I can do this, I can do that, and that seemed to just feed on itself and work well. SS: Amazing. Well, like I said, phenomenal job already. That is amazing. Now, as we head it into this year, I know one area that you plan on focusing on is enhancing buyer engagement. Can you share how you envision leveraging features like digital rooms to personalize and elevate the buyer journey? KG: That was one of the main tools, I think when we were out in the market looking for something to elevate our users into. That context was not just, you know, serving up the right brief at the right time because it’s the healthcare industry, but as part of a buyer journey. What pieces during an introductory BDR conversation would be more useful than like right before a finalist meeting. And so that was something that because we have a lot of deals going on concurrently, we wanted to be able to have something that we had a template for that could be reused, but also customizable with a pretty. Easy interface so that our users could make those changes. And it didn’t have to be gate kept by the admin group. So that was phase one was just kind of understanding that people were used to just dropping something in an email and sending it out, and we were losing not only the ability to repeat it, but we can track. Any of the information that was now available to us in engagements and we couldn’t relate it to opportunities, accounts, contacts in Salesforce and gain information that way. So we started out just really getting people used to the email pitches and link pitches so that they were getting a little more familiar with internally. In the tool, sending things out to prospects and clients, and that went really well. So then our new launch, which is something we’re working on now, we are, we have a few prototypes of some different digital sales rooms, and the initial feedback has been very positive. We’re hearing that they’re able to connect with people that had gone silent or share things and the response from their prospects has been that they like having one portal, that they know that information’s gonna get updated or the next time they go, if there’s an updated version, it’s gonna be there. And it’s been so far, very, very successful. We’re excited to expand it further, but I feel like just being three, four months into our launch of Highspot and being this far, being able to actually get this out there has been a big win. We’re excited about that. SS: Amazing. You touched on this a little bit, but I know you’re currently working on integrating Salesforce with Highspot. What value do you see in this integration and what outcomes are you hoping to achieve? KG: Well, I think because we don’t have one path to a sale or one path to a existing client, so I think right now we’re just kind of getting a feel for. What that data’s gonna look like when it comes in. I mean, we know theoretically what it’s gonna do, but right now we’re making sure that whenever somebody shares something externally or uses a digital sales room that they’re relating so that we can start gathering all of the engagement information, tie it back to Salesforce, and we’re hoping to see is which content is most useful, at which stages of the lifecycle of a deal, which pieces of content help push it? Further and are there gaps where there just wasn’t content at the right stage for the right type of deal so that we can be serving up the right content at the right time. So I think initially that’s, that’s what we hope to get is providing the right content and then later making sure that we can tighten up our sales playbook with what to use at the right time throughout the lifecycle. Some of our deals are very short, but you know, building a new center is months and months, so they’re very different. SS: It’s amazing though that you guys are using that integration and that data that you’re seeing to really understand the full buyer’s lifecycle, so that’s phenomenal. Since launching Highspot, I’d love to understand what results you’ve seen so far and are there any key wins or notable business outcomes you can share with us yet? KG: I don’t have anything very quantitative. I can just say that whatever we are receiving in terms of information about what people are viewing and which tools are which, which pieces of content are more receptive than others, that’s all a hundred percent in improvement over where we were before. Because some information’s better than no information. I think. The people that use it appreciate the ability to go in and make it theirs, but not have to start from scratch. I think they like the idea of being able to see the metrics of people’s use or lack of use, and then understanding there’s another way to go about reaching out to that person. People you know that have different comfort levels with technology. So, you know, some people are gonna be all in on just building this out internally in the tool. Some people are gonna wanna just grab a link and put it in an Outlook email, and their clients might be appreciative of one way and not another. So I think that was one of the big wins we found so far, is that the tool is flexible enough to give and take for what we need. SS: Amazing. Well, Karen, we’re excited that you’re on this journey with us. And now I will say, last question for you, if you don’t mind. For enablement leaders looking to effectively implement and drive adoption for their new enablement platform, what is maybe the biggest takeaway you’d leave them with? KG: I think you need to know your customer, which is the internal users, and I think that you just have to find the tool that matches as best you can, given your budget and then prioritize. You can’t boil the ocean, but you know, you can pick and choose and and get those wins and, and when you do get a good win at an early win, good news travels fast, and when the right people hear the right message, it just does build on the energy, which is. Very helpful for the new tools that we wanna bring out to them. Things like the AI, we’ve just started dipping our toe into what that can do for us, and being able to get those wins with your user base behind you allows you to have the flexibility to play with some of the new features and bring them more. SS: Amazing. Well, Karen, thank you so much for joining us. I really appreciate it. KG: My pleasure. Thanks for having me. SS: To our audience, thank you for listening to this episode of the Win-Win podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot.

According to research from Gartner, only 24% of workers have a high degree of readiness to adopt new technology. So how can you optimize your enablement tech stack to build excitement and drive adoption from the start? Shawnna Sumaoang: Hi, and welcome to the Win-Win podcast. I’m your host, Shawnna Sumaoang. Join us as we dive into changing trends in the workplace and how to navigate them successfully. Here to discuss this topic is Karen Gauthier, senior Manager of growth enablement at Bright Horizons. Thank you for joining us. Karen. I’d love for you to tell us about yourself, your background, and your role. Karen Gauthier: Thank you for having me very much, Shawnna. I’ve been with Bright Horizons for about five years in sales enablement. Our role here is basically to support our sales and client relations teams and serve up the right content, messaging and procedures so that they can do their job as effectively and scalable wise as possible. Prior to that, I worked in a number of different organizations, most recently education related. And I started out doing technical and user documentation, writing, and then supporting the training of those documents with the user group. And it just kind of, you know, one thing led to another and I probably was doing enablement before they called it enablement, but here I am. So enjoy it very much. SS: Well, we’re glad you’re here, Karen. Thank you for joining us. And given your extensive experience in education management, what are some of the. Unique challenges that reps in the industry face. And how would you say enablement can help them navigate these challenges? KG: Yeah, well, specifically for Bright Horizons, we have a number of products and services that really run a span from onsite care through career development and college coach elder care, everything for the lifecycle of the workers of the employers that we support. And so needing to understand all of the needs and the different types of tools that help. Those employers retain and recruit employees and just make it a quality place to work. And a best in class place to work is a big ask. So our reps not only need to understand the broad strokes, but the details and our job. And I think that the job of enablement is to serve it up in bite-sized pieces, but not just content, but the context. So when given a specific. Situation, different client, different industry, all of the different regulations or legal or political things that are involved in, you know, care or working for a nonprofit, those types of things. I mean, a lot of that makes our content very dependent on a specific use, and so having a tool that is robust, scalable, and flexible for our users with a good interface is a game changer. SS: I love that. And your organization has evolved quite a bit. On the enablement front. You recently switched off a previous enablement platform and moved to Highspot. Can you tell us a little bit more about some of the challenges your team faced before and how you’ve been able to overcome those since implementing Highspot? KG: Sure. When I started with Bright Horizons, we were very new in the launch of that original tool, so we really did have it almost five years. I was there for kind of all of the growing pains, and I think that tool allowed us to understand what was available, what we could do. But I feel like at some point. It hit its limits of growth and scalability and you know, then there are always the little support issues, upgrades and things like that, that we just felt like we were needing a little bit more. So we went ahead and really took a good long look at our requirements matrix and what we needed and did our due diligence and came upon Highspot as the best in class for our needs. SS: I love that, and I think you made the right choice since you were a key advocate in the evaluation process. How did you build the business case for switching to a new enablement platform, and how did you go about securing stakeholder buy-in? KG: Yeah, I think that the first thing that we’ve tried to do that I think we learned using the original tool that we had was we had kind of sporadically throughout our user base, some key users that were early adopters and leaders on their teams, and we just kept them very closely in the loop as kind of team members. Tangentially so that they, they would be aware of what was going on. They could provide us feedback, what was working, what wasn’t, and using them as a sounding board, we were able to identify very quickly, not only what requirements we needed to kind of improve on with a new tool, but also prioritize them. And so being able to use that as our main business case. As our internal customers. Then when we went to the management, you know, ladder as we need to make a change and within our scope of budget, these are the priorities over the next three, six months and then a year and further, we were able to kind of take that scope of what we needed and the budget and the sale, and then having an internal coach and champion. Helped us navigate some of the internal procurement and technology things that needed to be tied together. So just kind of bringing everyone into the organization of understanding what needed to happen and prioritizing it was the most important thing for us. SS: Well, you must have done a phenomenal job on that front. The team did. Yeah. Team effort. Now, at your previous company, you participated in the implementation of Highspot. In your opinion, what are the key building blocks for a successful rollout of a new platform? KG: I mean, I think one of the biggest mistakes, and this goes back to my training and documentation days, is not stepping into the user’s day in the life. And, you know, there could be a hundred features in, in a particular tool, but they may use five of them 90% of the time. And so it, it’s a matter of really stepping into their shoes and understanding what needs to get done, what needs to get done at scale, what are some nuances. For the different ways their days could go and then incorporate that into the rollout prioritization plan. And, and that was something that part of the team I was on at a previous company did a really good job. And then, you know, kind of accepted all support from people that were willing to help in, in identifying little details of things that could go wrong down the road, not just the big picture, but. The little details, like there’s embedded links that are gonna go wrong in a script when that old tool goes away. And just identifying a lot of that stuff up front so you don’t have chaos day one. SS: Yeah. Well, I have to say your approach to stepping into their shoes must be working because you’ve already seen an impressive 85% recurring usage of Highspot. So I’d love to understand what are some of your best practices for driving adoption and really building excitement for your programs amongst the teams that you support? KG: Well, thank you for that. Our teams worked really hard, like I said, to have champions throughout the user base. We have users in the US separately in the UK, and then we have three different main lines of business. So it’s kind of spread out and all of them have unique needs, and so making sure that we bring them in so that not only do they feel part of the solution, but they can then go back and be champions and socialize it with their teams and, and we started that early on for this implementation. For a number of reasons. We had a very, very tight rollout. It was like five weeks, and so that was like all hands on deck. And the goal on the backend was just to kind of drill in, get as much done as we could, but outwardly we just kind of dripped out information, made it as positive as possible. And then I think the key to the adoption being successful was on day one, there were very few things that they used to do that they couldn’t still do. So that was priority one, was to kind of keep it. Status quo. And then once all the little bugs were worked out, then we started, you know, bringing out some of the features that we knew were very, very high on the priority list. And, the other thing we did was have a lot of opportunities for them to jump in as questions offered one-on-ones, jumped in on team calls, provided our own little videos and job aids for people, that kind of thing. Just so that there were a lot of communication tools out there so that they felt like they were always kind of having it in the forefront and, oh, I can do this, I can do that, and that seemed to just feed on itself and work well. SS: Amazing. Well, like I said, phenomenal job already. That is amazing. Now, as we head it into this year, I know one area that you plan on focusing on is enhancing buyer engagement. Can you share how you envision leveraging features like digital rooms to personalize and elevate the buyer journey? KG: That was one of the main tools, I think when we were out in the market looking for something to elevate our users into. That context was not just, you know, serving up the right brief at the right time because it’s the healthcare industry, but as part of a buyer journey. What pieces during an introductory BDR conversation would be more useful than like right before a finalist meeting. And so that was something that because we have a lot of deals going on concurrently, we wanted to be able to have something that we had a template for that could be reused, but also customizable with a pretty. Easy interface so that our users could make those changes. And it didn’t have to be gate kept by the admin group. So that was phase one was just kind of understanding that people were used to just dropping something in an email and sending it out, and we were losing not only the ability to repeat it, but we can track. Any of the information that was now available to us in engagements and we couldn’t relate it to opportunities, accounts, contacts in Salesforce and gain information that way. So we started out just really getting people used to the email pitches and link pitches so that they were getting a little more familiar with internally. In the tool, sending things out to prospects and clients, and that went really well. So then our new launch, which is something we’re working on now, we are, we have a few prototypes of some different digital sales rooms, and the initial feedback has been very positive. We’re hearing that they’re able to connect with people that had gone silent or share things and the response from their prospects has been that they like having one portal, that they know that information’s gonna get updated or the next time they go, if there’s an updated version, it’s gonna be there. And it’s been so far, very, very successful. We’re excited to expand it further, but I feel like just being three, four months into our launch of Highspot and being this far, being able to actually get this out there has been a big win. We’re excited about that. SS: Amazing. You touched on this a little bit, but I know you’re currently working on integrating Salesforce with Highspot. What value do you see in this integration and what outcomes are you hoping to achieve? KG: Well, I think because we don’t have one path to a sale or one path to a existing client, so I think right now we’re just kind of getting a feel for. What that data’s gonna look like when it comes in. I mean, we know theoretically what it’s gonna do, but right now we’re making sure that whenever somebody shares something externally or uses a digital sales room that they’re relating so that we can start gathering all of the engagement information, tie it back to Salesforce, and we’re hoping to see is which content is most useful, at which stages of the lifecycle of a deal, which pieces of content help push it? Further and are there gaps where there just wasn’t content at the right stage for the right type of deal so that we can be serving up the right content at the right time. So I think initially that’s, that’s what we hope to get is providing the right content and then later making sure that we can tighten up our sales playbook with what to use at the right time throughout the lifecycle. Some of our deals are very short, but you know, building a new center is months and months, so they’re very different. SS: It’s amazing though that you guys are using that integration and that data that you’re seeing to really understand the full buyer’s lifecycle, so that’s phenomenal. Since launching Highspot, I’d love to understand what results you’ve seen so far and are there any key wins or notable business outcomes you can share with us yet? KG: I don’t have anything very quantitative. I can just say that whatever we are receiving in terms of information about what people are viewing and which tools are which, which pieces of content are more receptive than others, that’s all a hundred percent in improvement over where we were before. Because some information’s better than no information. I think. The people that use it appreciate the ability to go in and make it theirs, but not have to start from scratch. I think they like the idea of being able to see the metrics of people’s use or lack of use, and then understanding there’s another way to go about reaching out to that person. People you know that have different comfort levels with technology. So, you know, some people are gonna be all in on just building this out internally in the tool. Some people are gonna wanna just grab a link and put it in an Outlook email, and their clients might be appreciative of one way and not another. So I think that was one of the big wins we found so far, is that the tool is flexible enough to give and take for what we need. SS: Amazing. Well, Karen, we’re excited that you’re on this journey with us. And now I will say, last question for you, if you don’t mind. For enablement leaders looking to effectively implement and drive adoption for their new enablement platform, what is maybe the biggest takeaway you’d leave them with? KG: I think you need to know your customer, which is the internal users, and I think that you just have to find the tool that matches as best you can, given your budget and then prioritize. You can’t boil the ocean, but you know, you can pick and choose and and get those wins and, and when you do get a good win at an early win, good news travels fast, and when the right people hear the right message, it just does build on the energy, which is. Very helpful for the new tools that we wanna bring out to them. Things like the AI, we’ve just started dipping our toe into what that can do for us, and being able to get those wins with your user base behind you allows you to have the flexibility to play with some of the new features and bring them more. SS: Amazing. Well, Karen, thank you so much for joining us. I really appreciate it. KG: My pleasure. Thanks for having me. SS: To our audience, thank you for listening to this episode of the Win-Win podcast. Be sure to tune in next time for more insights on how you can maximize enablement success with Highspot.

We're bringing back one of our favorite conversations — and for good reason: Noibu is a trusted partner of Mejuri. In this episode, we revisit our insightful chat with Rohit Nathany, Chief Product and Technology Officer at Mejuri, the leading fine jewelry brand redefining ecommerce. Rohit dives into how his team transitioned from a custom tech stack to Shopify, launched a loyalty-driven mobile app, and built a high-performing internal tech culture that fuels fast, focused innovation. Whether you missed it the first time or just want a fresh take, tune in for sharp insights on balancing speed, scale, and strategy in modern ecommerce.

We're back for Season 2! In honor of our new season, we're starting with the 12 Days To Pro series designed to help Rookie Hosts become BNB Pros in 12 days. Today is Day 10 of the 12 Days To Pro series titled The BNB Pro Tech Stack.Want to host without burning out? Automation is your best friend. We'll walk you through the tools and workflows we use to save hours every week....ResourcesThe BNB Professional is brought to you by The BNB Pro Property Setup Masterclass. Learn how to set up your Airbnb like a pro for just $9.99! ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Click Here To Join⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Host Bio:Kevin B. Ramirez, is co-founder of Sky Realty Investment Solutions, a vacation rental property management company based in Miami, FL. He has 8 years experience in Real Estate Investing and 7 years experience in Airbnb management. He's been directly involved in over 50+ real estate deals. He's earned a number of completion certificates from top real estate investing courses with topics including: fix & flip, rental properties, airbnb, creative finance, lease options, and more. For more info on Kevin Ramirez and his company visit: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Vaycaay.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Host Socials:Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@kevinbryantonline⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Youtube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@TheBNBProfessional⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TheBNBProfessional.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Company Info:Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠vaycaay.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Airbnb Profile: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Listings

Jon Derkits, a former Amazon marketplace leader and now independent brand owner, shares his expert insights for Amazon entrepreneurs. He draws from his experience creating the "Best at Amazon" newsletter and his finance background to discuss Amazon Selling Strategies, Collaboration on Amazon, Impact of U.S.-China Tariffs, Essential Amazon Seller Tools, Balancing Content and Engagement, and Financial Acumen in E-commerce. Ready to level up your Amazon game? Tune in and gain the insights you need to thrive in this competitive Amazon marketplace! Episode Notes: 00:17 - Jon Derkits Introduction 02:06 - Jon Derkits Background 05:02 - Role of Finance in Amazon Business Strategy 06:14 - The Newsletter: Best at Amazon 11:27 - Navigating the Amazon News Cycle 13:05 - Tariffs and Their Impact on Amazon Sellers 17:33 - Anker Price Increase 19:46 - The Concept of One-Way Doors in Business Decisions 22:12 - Decision-making Frameworks 22:56 - Tech Stack and Tools for Amazon Sellers 25:05 - Combining SmartScout with Keepa 29:10 - The Simplicity and Power of SmartScout Data 32:38 - Jon Derkits' Favorite SmartScout Features 39:35 - Two Best Tips From Jon   Related Posts: Why Amazon Vendors Feel Ignored and What They Can Do About It   How to Reach Jon: LinkedIn: linkedin.com/in/jon-derkits Websites: auxoecommerce.com | tidycal.com/jonderkits/quick-chat BEST@AMAZON NEWSLETTER: https://bestatamazon.ck.page/ AMAZON COACHING & ADVISORY: https://tidycal.com/jonderkits/amazon-coaching-and-advisory   Scott's Links: LinkedIn: linkedin.com/in/scott-needham-a8b39813 X: @itsScottNeedham Instagram: @smartestseller YouTube: www.youtube.com/@smartestamazonseller2371 Newsletter: https://www.smartscout.com/newsletter-sign-up Blog: https://www.smartscout.com/blog

Swipe the graphic here https://drive.google.com/file/d/10LdEklunPepu9wemFc0OA3Xt_7FTQ51V/view?usp=drive_linkAnd join the email list to get my tool recs for each category jasononline.link/kQ7✉️ Check out Jason's weekly email newsletter https://www.jasononfirms.com/newsletter

Is your tech stack getting out of hand? In this episode, Automox General Counsel Paul Shoning joins Evan Kiely to unpack the legal and strategic risks of IT tool consolidation. From budgeting overlap to vendor lock-in, learn how to clean up your stack without making a mess.

In this episode of the And I Quote podcast, Ashleigh Burden of Coterie Insurance speaks with Alexandria Cardoze, the Digital Marketing Manager at Applied Systems. They discuss the evolution of marketing in the insurance industry, emphasizing the importance of data-driven marketing and personalization. Alex shares insights on effective marketing strategies, tools, and the future trends that will shape the industry. The conversation also touches on advice for those looking to enter the marketing field within insurance, highlighting the significance of understanding one's passion in marketing.Learn more about Alex and Applied Systems: Follow Alex on LinkedIn: https://www.linkedin.com/in/aeisenhardt/Find Applied Systems on LinkedIn: https://www.linkedin.com/company/applied-systems/Learn more about Applied Systems: https://www1.appliedsystems.com/en-usLearn more about Ashleigh and Coterie Insurance: Follow Ashleigh on LinkedIn: https://www.linkedin.com/in/ashleigh-burden/Follow Coterie Insurance on LinkedIn: https://www.linkedin.com/company/coterieinsuranceLearn more about Coterie: https://coterieinsurance.com/00:00-02:58 - Introduction to Marketing in Insurance02:58-05:57 - The Importance of Data-Driven Marketing05:57- 08:48 - Personalization Strategies for Engagement08:48- 11:51- Tools and Tech Stack for Marketing11:51- 13:00 - Future Trends in Marketing and Insurance13:00 - 14:26 - Advice for Aspiring Marketers in Insurance

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