Podcasts about zoho

What do you think about when you think of a successful franchise system? What does it take to get there? Our guest today is Neil Gill, CEO of Dogtopia, and he shares his insights and more than three decades of experience. TODAY'S WIN-WIN:A franchisor's job is to create a tactical business where an average individual can do an average day's work and achieve excellent results.LINKS FROM THE EPISODE:This episode is sponsored by Zoho, https://www.zoho.com/franchise/Schedule your free franchise consultation with Big Sky Franchise Team: https://bigskyfranchiseteam.com/You can visit our guest's website:https://www.dogtopia.com/Connect with our guest on social:X: https://x.com/dogtopiaInstagram: https://www.instagram.com/dogtopia/Facebook: https://www.facebook.com/dogtopiaLinkedIn: https://www.linkedin.com/in/neilgill1/ABOUT OUR GUEST:Neil Gill is the CEO and President of Dogtopia Enterprises and a franchise executive with more than 35 years of experience building and scaling global brands. Throughout his career, he has led companies including KFC, Pizza Hut, Brinker International, and Gloria Jean's Coffees, where he expanded the brand to more than 1,000 locations across 39 countries.Today, Neil leads Dogtopia's continued growth by combining innovation, operational excellence, and franchise support. Passionate about entrepreneurship, he helps franchise owners build successful businesses while creating lasting value for the communities they serve.This episode is powered by Big Sky Franchise Team. Big Sky Franchise Team is consistently recognized as one of the best franchise consulting firms in the world, helping entrepreneurs franchise their businesses through a proven 3-Step franchise process rooted in ethical principles, hands-on guidance, and customized deliverables.  If you are ready to talk about franchising your business you can schedule your free, no-obligation, franchise consultation online at: https://bigskyfranchiseteam.com/. The information provided in this podcast is for informational and educational purposes only and should not be considered financial, legal, or professional advice. Always consult with a qualified professional before making any business decisions. The views and opinions expressed by guests are their own and do not necessarily reflect those of the host, Big Sky Franchise Team, or our affiliates. Additionally, this podcast may feature sponsors or advertisers, but any mention of products or services does not constitute an endorsement. Please do your own research before making any purchasing or business decisions.

You are one of forty partners on your platform, and every website, every LinkedIn profile, and every pitch says the same three lines: Salesforce implementation, Zoho work, Monday builds, HubSpot onboarding. In this episode, I break down the WHO decision that separates the partner who owns a vertical from the forty who blend into the directory. I share how one Monday partner became the only name listed under nonprofits, then did the part almost nobody does: she rewrote the product's own language for that buyer, renaming the CRM as a DRM so donors, donations, and households replaced leads, opportunities, and pipeline. Sales slowed while she made the pivot and two verticals stopped feeding her, but she held the line, and now the platform sends her the nonprofit deals. If you are tired of competing against partners who sound exactly like you, this one shows you the two moves that let the right buyer find you first.Resources and LinksNeed help with your WHO and WHAT decisions? Apply for a FREE Multiplier CallBook a Decision Session herePrevious episode: 703 - You Can Beat Them At Everything And Still LoseCheck out more episodes of the Paul Higgins PodcastSubscribe to our YouTube channel: @PaulHigginsMentoringJoin our newsletterSuggested resources

This week we talk about: Zoho One: Zoho Tables Now Included Zoho Deluge: Throw Statements for Custom Exception Handling Zoho FSM: Multi-Option Estimates Our Code Share, Read, Tip and Question of the Week Read the show notes: https://zenatta.com/episode-423/    ⚖️ Avalara AvaTax for Zoho CRM ⚖️ Accurate Tax. Zero Guesswork.

How are you measuring your overall impact as an owner or leader of your company? Is it profit? Is it lives impacted? Is it time off? Our guest today is Andy Clark, who shares with us his whole PIE system for operating a small business. TODAY'S WIN-WIN:Having an operating system is more important than the one you choose.LINKS FROM THE EPISODE:This episode is sponsored by Zoho, https://www.zoho.com/franchise/Schedule your free franchise consultation with Big Sky Franchise Team: https://bigskyfranchiseteam.com/You can visit our guest's website: https://thewholepiesystem.com/Connect with our guest on social:https://www.linkedin.com/in/clarkandy8/https://www.linkedin.com/company/the-whole-pie-system/ABOUT OUR GUEST:Andy Clark is the bestselling author and business strategist behind The Whole PIE System™, a framework that helps small business owners build companies that are more Profitable, Impactful, and Enjoyable to own and operate. The system is often referred to as “Moneyball-thinking for your business.”Andy has worked with business owners across North America to streamline operations, strengthen teams, and create businesses that grow sustainably without burning them out. His philosophy is direct: structure creates freedom, and small changes can unlock massive results.This episode is powered by Big Sky Franchise Team. Big Sky Franchise Team is consistently recognized as one of the best franchise consulting firms in the world, helping entrepreneurs franchise their businesses through a proven 3-Step franchise process rooted in ethical principles, hands-on guidance, and customized deliverables.  If you are ready to talk about franchising your business you can schedule your free, no-obligation, franchise consultation online at: https://bigskyfranchiseteam.com/. The information provided in this podcast is for informational and educational purposes only and should not be considered financial, legal, or professional advice. Always consult with a qualified professional before making any business decisions. The views and opinions expressed by guests are their own and do not necessarily reflect those of the host, Big Sky Franchise Team, or our affiliates. Additionally, this podcast may feature sponsors or advertisers, but any mention of products or services does not constitute an endorsement. Please do your own research before making any purchasing or business decisions.

You can beat the biggest partner in your ecosystem on content, on volume, on quality, and still finish the year at a quarter of their revenue with price as the only lever anyone hands you. In this episode I break down why that happens and what to do about it, starting with the rule Jack Welch laid down in a 1981 speech that almost nobody quotes correctly. Your platform, whether it is Salesforce, Zoho, HubSpot, or Microsoft, is a product, not a market, so the moment a buyer arrives the only question they can ask you is how much and how fast. I walk through the four moves that get you out of that queue, from reading back through your last 10 clients to find the industry where the scope held and you never bled hours, to packaging the fix as a priced outcome instead of billable time. If you are about to spend another year becoming a better version of a competitor you cannot beat, this one is for you.Resources and LinksNeed help with your WHO and WHAT decisions? Apply for a FREE Multiplier CallBook a Decision Session herePrevious episode: 702 - Firing Your Agency Won't Get You More LeadsCheck out more episodes of the Paul Higgins PodcastSubscribe to our YouTube channel: @PaulHigginsMentoringJoin our newsletterSuggested resources

This week we talk about: Zoho Catalyst 3.0 Introduces Agent-Ready Full-Stack Cloud Zoho CRM: Workflow Rules for Subform Row Actions Zoho Desk: Conditional Branching with Automation Studio Our Code Share, Read, Tip and Question of the Week Read the show notes: https://zenatta.com/episode-422/    ⚖️ Avalara AvaTax for Zoho CRM ⚖️ Accurate Tax. Zero Guesswork.

TODAY'S WIN-WIN:LINKS FROM THE EPISODE:This episode is sponsored by Zoho, https://www.zoho.com/franchise/Schedule your free franchise consultation with Big Sky Franchise Team: https://bigskyfranchiseteam.com/You can visit our guest's website: https://authoryourbrand.com/Connect with our guest on social:LinkedIn:https://linkedin.com/in/thedougcroweABOUT OUR GUEST:Doug Crowe is the founder of Author Your Brand, a former ABC radio host, TEDx speaker, and bestselling author. Through Author Your Brand, Doug helps experts turn their knowledge and ideas into books that build authority and strengthen their personal brands.Known for challenging conventional thinking around personal branding and the attention economy, Doug explores how entrepreneurs can create meaningful connections instead of constantly competing for attention. His company takes a unique approach to publishing by helping clients distribute their books before they are even written.This episode is powered by Big Sky Franchise Team. Big Sky Franchise Team is consistently recognized as one of the best franchise consulting firms in the world, helping entrepreneurs franchise their businesses through a proven 3-Step franchise process rooted in ethical principles, hands-on guidance, and customized deliverables.  If you are ready to talk about franchising your business you can schedule your free, no-obligation, franchise consultation online at: https://bigskyfranchiseteam.com/. The information provided in this podcast is for informational and educational purposes only and should not be considered financial, legal, or professional advice. Always consult with a qualified professional before making any business decisions. The views and opinions expressed by guests are their own and do not necessarily reflect those of the host, Big Sky Franchise Team, or our affiliates. Additionally, this podcast may feature sponsors or advertisers, but any mention of products or services does not constitute an endorsement. Please do your own research before making any purchasing or business decisions.

This week we talk about: Zoho CRM: Field Masking for Sensitive Data  Zoho CRM: Incentives for Sales Commission Management Zoho MCP Integration for Zoho Analytics Our Code Share, Read, Tip and Question of the Week Read the show notes: https://zenatta.com/episode-421/    ⚖️ Avalara AvaTax for Zoho CRM ⚖️ Accurate Tax. Zero Guesswork.

¿Tu equipo no hace seguimiento, no sabes qué se está negociando de verdad y tu forecast no hay quien se lo crea? La respuesta no es "más CRM". Después de más de 15 años implementando CRM y procesos en el ecosistema Zoho, lo tengo claro: un CRM no arregla una forma de vender improvisada. Primero defines tu sistema comercial —cómo entra una oportunidad, cuándo se cualifica, qué proceso sigue, cómo se hace seguimiento y cuándo se revisa— y solo entonces el CRM lo hace visible, repetible y medible. En este episodio verás: • Por qué digitalizar tu desorden sigue siendo desorden (digitalizar no es ordenar). • Que tu CRM no es tu sistema comercial: es su representación operativa. • El proceso comercial mínimo: Entrada, Cualificación, Proceso, Seguimiento y Revisión. • La regla de oro del seguimiento: sin próxima acción, solo hay esperanza. • Por qué un buen pipeline no es el más grande, sino el más fiable. • El orden correcto: primero método, después automatización, y solo entonces IA. • Las métricas que de verdad importan: conversión entre fases, edad de las oportunidades, objetivos vs. real, motivos de pérdida y fiabilidad del forecast. Y una pregunta incómoda para terminar: si mañana desapareciera tu CRM, ¿tu equipo sabría explicar exactamente cómo se vende en tu empresa? ️ Píldoras para CRM · by Neointec Presentado por Alberto Verdú. ▶️ Ver el episodio en vídeo: https://youtu.be/5RHyPLW81ww

Merger and acquisition activity within the MSP sector has accelerated, with data cited indicating a 73% year-over-year increase in transactions for 2026 compared to 2025. Jay McBain's reported statistics also highlight strong international momentum, particularly in EMEA, and a marked 800% rise in acquisitions specifically targeting managed security service providers (MSSPs). While the consolidated figures suggest heightened activity in large, visible deals, several participants noted that the true frequency of smaller, unreported transactions likely exceeds official tallies, underlining persistent underrepresentation in sector reporting. According to podcast contributors, small MSP deals often go untracked in industry data, despite anecdotal evidence that hundreds or thousands of such transactions occur annually. Larger deals, such as a $20 million transaction mentioned, receive public acknowledgment, but the majority of M&A activity is conducted without broad disclosure. The consolidation trend among larger entities—exemplified by Charter's $34 billion merger with Cox and ScanSource's $220 million acquisition of MicroAge—has resulted in fewer choices for business clients, though new regional providers are emerging as market gaps appear. Secondary discussions addressed operational and governance topics relevant to MSPs. The adoption and enforcement of AI acceptable use policies (AUPs) was emphasized as an accountability measure for clients whose employees are integrating AI tools into workflows. Additional topics included the stabilization of supply chain pricing by major vendors Dell and HPE, who have committed to 30-day price locks amidst recent volatility, and tactical sales advice regarding quote expiration to manage project timelines and risk exposure. For MSPs and IT leaders, these developments entail both opportunity and risk management considerations. M&A trends point to increased scrutiny and potential market concentration, emphasizing the need for transparency and due diligence in both dealmaking and vendor relationships. The recommended adoption of AI AUPs reflects heightened governance expectations, aiming to mitigate operational and reputational risks. Meanwhile, shifts in vendor pricing policies and resale practices invite closer review of contract terms to ensure financial stability and customer accountability. What if my clients resist change? Question of the Week: What is the best CRM for small MSPs? It depends on the size of the MSP and what you need the CRM to do. Popular options include Zoho, Pipedrive, HubSpot, and Campaign Monitor.Zoho: https://www.zoho.com/Pipedrive: https://www.pipedrive.com/HubSpot: https://www.hubspot.com/Campaign Monitor: https://www.campaignmonitor.com/ I, MSPs & Channel Trends: Is AI replacing the need for MSPs? Discuss M&A activity, AI acceptable-use policies, and supply-chain challenges.M&A Trends: https://www.linkedin.com/posts/jaymcbain_ma-activity-across-managed-services-is-accelerating-share-7490450073336799232-SHiL/ ScanSource to Acquire MicroAge: $220.5M acquisition expands cloud, cybersecurity, data center, and AI services.https://www.scansource.com/about/press-releases/2026/scansource-to-acquire-microage Charter Completes Cox Merger: The $34.5B deal creates a cable and broadband giant serving roughly 37 million customers.https://www.linkedin.com/news/story/charter-completes-cox-merger-creating-cable-giant-7531516/ Dell Matches HPE's 30-Day Price Quote Validity: The change gives partners more pricing stability amid rising memory costs.https://www.crn.com/news/channel-news/2026/hpe-extends-price-quote-validity-to-30-days-partners-cheer-new-pricing-stability Tales from the Field: How do you handle a customer dispute over a $100 item when they threaten legal action? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Do you ever wonder what is going through the mind of a franchisee? What are they thinking and what is driving their decision to buy a franchise? Our guest today is Kevin Brauer, who is a franchisee and he shares some of his story with us.TODAY'S WIN-WIN:Whatever your thinking about doing, just do it. Step over that threshold. LINKS FROM THE EPISODE:This episode is sponsored by Zoho, https://www.zoho.com/franchise/Schedule your free franchise consultation with Big Sky Franchise Team: https://bigskyfranchiseteam.com/You can visit our guest's website: https://www.stormguardrc.com/mo/st-louis-southwest/Connect with our guest on social:Instagram: @stormguardstlouisFacebook: Storm Guard Roofing of St Louis West CountyFacebook: @kbrauer4Instagram: @brauer.kX: @kb1235drdABOUT OUR GUEST:Kevin Brauer is the President of Storm Guard Roofing & Construction of St. Louis and an entrepreneur focused on helping people connect their personal goals with meaningful business growth. Before becoming an entrepreneur, Kevin built his career in corporate sales leadership with tesa tape and Fastenal. For the past 13 years, Kevin has grown Storm Guard alongside his wife, two sons, and brother. Today, the family is transitioning leadership to the next generation while continuing to build a legacy centered on intentional goal setting, opportunity, and long-term growth.This episode is powered by Big Sky Franchise Team. Big Sky Franchise Team is consistently recognized as one of the best franchise consulting firms in the world, helping entrepreneurs franchise their businesses through a proven 3-Step franchise process rooted in ethical principles, hands-on guidance, and customized deliverables.  If you are ready to talk about franchising your business you can schedule your free, no-obligation, franchise consultation online at: https://bigskyfranchiseteam.com/. The information provided in this podcast is for informational and educational purposes only and should not be considered financial, legal, or professional advice. Always consult with a qualified professional before making any business decisions. The views and opinions expressed by guests are their own and do not necessarily reflect those of the host, Big Sky Franchise Team, or our affiliates. Additionally, this podcast may feature sponsors or advertisers, but any mention of products or services does not constitute an endorsement. Please do your own research before making any purchasing or business decisions.

This week we talk about: Zoho Cliq: Cliq 7.0 Collaboration and Workflow Enhancements Zoho CRM: Redesigned Functions with Analytics & Multi-Language Support Zoho CRM: More Flexible Approval Process Configuration Our Code Share, Read, Tip and Question of the Week Read the show notes: https://zenatta.com/episode-420/    ⚖️ Avalara AvaTax for Zoho CRM ⚖️ Accurate Tax. Zero Guesswork.

AI may be changing the mechanics of accounting, but the firms best placed to benefit will be those that get the fundamentals right first. That was a central message from a panel at Zoho's Connected Practice Summit in London, where Taj Accountants founder Abul Nurujjaman, Institute of Certified Bookkeepers (ICB) chief executive Ami Copeland and Zoho vice president Prashant Ganti joined AccountingWEB editor Tom Herbert to discuss how AI and automation are reshaping UK practices. Having seen the profession move through RTI, cloud accounting and Making Tax Digital (MTD), Nurujjaman argued that more bookkeeping work will increasingly be handled through AI and automation, leaving practitioners to review exceptions, investigate anomalies and use up-to-date information to support business decisions. But the panel pushed back against the idea that advisory is simply another service package to bolt onto a firm. Nurujjaman said useful advisory work starts with understanding the individual business: whether a client can afford new premises, for example, or what buying equipment might do to cashflow. Copeland made a similar point from the bookkeeping perspective, arguing that being deep in the business numbers is one thing, but understanding its context will allows firms to surface deeper insights. Automation, she said, should create an opportunity to deepen that relationship rather than create distance from the underlying data. That human oversight becomes important as firms adopt generative AI. Ganti warned against starting with a chatbot before fixing the data beneath it. His proposed hierarchy begins with accurate transactions and connected systems, followed by reporting and analysis, with advisory at the top. In finance, he said, a “99.95% answer” may still not be good enough. For full show notes, visit: https://www.accountingweb.co.uk/content/get-the-fundamentals-right-before-chasing-ai

This episode is meant to save you money!Today, I'm sharing my guide to more affordable business systems and software that can help you set up online for under $50/year — or lower your overhead with strategic tool swaps.Tune in to hear my tech recommendations and how I think through software needs.Also: These recs don't include Google! Some of them are privacy focused, others are not. Some include AI functionality, others do not. Most of them are based in the US. All prices mentioned in the episode were as of August 2026 and may change. ADDITIONAL SUPPORTFree Checklist For Tool Decisions from Asha Noel-HartFree Simple Tech Stacks Field Guide from Heather BaxJoin the Interweb for more tech support from Amelia RECOMMENDED TOOLSNamecheap for domainCarrd for website (affiliate link)Zoho for email inboxSender or Email Octopus for email newsletter list Canva (free plan) for simple design needsNotion for internal systems and client docs/dashboardsZoom, Proton Meet, or Whereby (free plans) for video callsTidycal for scheduling, paid bookings, and digital productsNovo for free business banking and invoicing — Use my affiliate link to get $40 when you open and fund your new accountStripe for payment processing and invoicingBreezedoc for contracts and invoicing together  RESOURCES + LINKS

Have you thought about the different levels or financial floors you might hit as an owner of your business? Our guest today is Lane Kawaoka, who shares with us what he has learned on his ownership and investment journey. TODAY'S WIN-WIN:Try to find other people in a similar life and place to network with. Social relationships are the currency of the wealthy. LINKS FROM THE EPISODE:This episode is sponsored by Zoho, https://www.zoho.com/franchise/Schedule your free franchise consultation with Big Sky Franchise Team: https://bigskyfranchiseteam.com/You can visit our guest's website: https://thewealthelevator.com/Connect with our guest on social: LinkedIn: https://www.linkedin.com/in/lanekawaokaABOUT OUR GUEST:Lane Kawaoka has been investing for over a decade and has purchased over 10,000+ units ($2.1B+ in real estate). As the founder of The Wealth Elevator, and he is the author of the book by the same name. Frustrated with the traditional wealth-building advice offered to professionals, Lane launched a Top-50 Investing podcast to teach others how to build passive income and achieve financial freedom through strategic real estate investing.This episode is powered by Big Sky Franchise Team. Big Sky Franchise Team is consistently recognized as one of the best franchise consulting firms in the world, helping entrepreneurs franchise their businesses through a proven 3-Step franchise process rooted in ethical principles, hands-on guidance, and customized deliverables.  If you are ready to talk about franchising your business you can schedule your free, no-obligation, franchise consultation online at: https://bigskyfranchiseteam.com/. The information provided in this podcast is for informational and educational purposes only and should not be considered financial, legal, or professional advice. Always consult with a qualified professional before making any business decisions. The views and opinions expressed by guests are their own and do not necessarily reflect those of the host, Big Sky Franchise Team, or our affiliates. Additionally, this podcast may feature sponsors or advertisers, but any mention of products or services does not constitute an endorsement. Please do your own research before making any purchasing or business decisions.

This week we talk about: Zoho CRM: Canvas Form View Templates Zoho Social: Zoho MCP Integration Zoho Forms: Regex Field for Structured Data Validation Our Code Share, Read, Tip and Question of the Week Read the show notes: https://zenatta.com/episode-419/    ⚖️ Avalara AvaTax for Zoho CRM ⚖️ Accurate Tax. Zero Guesswork.

As the CEO, do you have a job description for your position? And, do you know what your top three responsibilities are? Our guest today is Trey Taylor, who shares with us the 3 jobs every CEO has.TODAY'S WIN-WIN:A great CEO is someone who saw something in you, before you could see it in yourself, and called it out.LINKS FROM THE EPISODE:This episode is sponsored by Zoho, https://www.zoho.com/franchise/Schedule your free franchise consultation with Big Sky Franchise Team: https://bigskyfranchiseteam.com/You can visit our guest's website: https://aceoonlydoesthreethings.com/www.trey-taylor.comwww.plantyourflag.liveConnect with our guest on social: https://www.linkedin.com/in/treytaylor/ABOUT OUR GUEST:Trey Taylor is the CEO of Trinity Blue, an executive coaching and strategic planning consultancy that helps C-suite leaders build stronger organizations through focused leadership. His experience spans technology, financial services, venture capital, and commercial real estate development. A sought-after keynote speaker and author of A CEO Only Does Three Things, Trey teaches leaders how to simplify their role by focusing on culture, people, and numbers. Through his coaching and consulting, he helps executives improve decision-making, strengthen organizational performance, and create lasting business success.This episode is powered by Big Sky Franchise Team. Big Sky Franchise Team is consistently recognized as one of the best franchise consulting firms in the world, helping entrepreneurs franchise their businesses through a proven 3-Step franchise process rooted in ethical principles, hands-on guidance, and customized deliverables.  If you are ready to talk about franchising your business you can schedule your free, no-obligation, franchise consultation online at: https://bigskyfranchiseteam.com/. The information provided in this podcast is for informational and educational purposes only and should not be considered financial, legal, or professional advice. Always consult with a qualified professional before making any business decisions. The views and opinions expressed by guests are their own and do not necessarily reflect those of the host, Big Sky Franchise Team, or our affiliates. Additionally, this podcast may feature sponsors or advertisers, but any mention of products or services does not constitute an endorsement. Please do your own research before making any purchasing or business decisions.

This week we talk about: Zoho CRM: My Jobs and Approval Process Enhancements Zoho CRM: Saved Filters for Portal Users Zoho ERP: July 2026 Product Updates Our Code Share, Read, Tip and Question of the Week Read the show notes: https://zenatta.com/episode-418/    ⚖️ Avalara AvaTax for Zoho CRM ⚖️ Accurate Tax. Zero Guesswork.

Do you integrate your personal branding with your business? Do you think you should? Our guest today is Adam McChesney, and he shares with us insights about how building your personal brand will support your business growth as well. TODAY'S WIN-WIN:Double down on building your own brand, especially your personal brand.LINKS FROM THE EPISODE:This episode is sponsored by Zoho, https://www.zoho.com/franchise/Schedule your free franchise consultation with Big Sky Franchise Team: https://bigskyfranchiseteam.com/You can visit our guest's website: www.buildauthority.com Connect with our guest on social:https://www.linkedin.com/in/jermane-cheathem/ABOUT OUR GUEST:Adam McChesney is the Founder and CEO of Builders of Authority, a digital marketing agency built specifically for owner-led construction and home service businesses. With a background rooted in the trades and years of hands-on experience scaling contractor brands, Adam is known for cutting through marketing noise and focusing on what actually drives profitable growth.Today, Adam works closely with contractors across the U.S. who want predictable lead flow, stronger brand trust, and systems that scale alongside their business. His approach is practical, data-driven, and rooted in long-term partnership, not quick wins.This episode is powered by Big Sky Franchise Team. Big Sky Franchise Team is consistently recognized as one of the best franchise consulting firms in the world, helping entrepreneurs franchise their businesses through a proven 3-Step franchise process rooted in ethical principles, hands-on guidance, and customized deliverables.  If you are ready to talk about franchising your business you can schedule your free, no-obligation, franchise consultation online at: https://bigskyfranchiseteam.com/. The information provided in this podcast is for informational and educational purposes only and should not be considered financial, legal, or professional advice. Always consult with a qualified professional before making any business decisions. The views and opinions expressed by guests are their own and do not necessarily reflect those of the host, Big Sky Franchise Team, or our affiliates. Additionally, this podcast may feature sponsors or advertisers, but any mention of products or services does not constitute an endorsement. Please do your own research before making any purchasing or business decisions.

This week we talk about: Zoho CRM: ICR Extraction for Subform Table Data Zoho Analytics: AutoML Forecasting and New Data Connectors Zoho Recruit: Multiple Hiring Pipelines Our Code Share, Read, Tip and Question of the Week Read the show notes: https://zenatta.com/episode-417/    ⚖️ Avalara AvaTax for Zoho CRM ⚖️ Accurate Tax. Zero Guesswork.

Join the show live every Thursday for a conversation you can't find anywhere else: https://grow.payrollinpodcast.com/ If you're sending cold emails from your CRM, you may be hurting your deliverability before anyone even reads your message. In this episode of The Payroll Growth Show, Matt Vaadi sits down with Chris Clark, Director of Outreach at Underdog Digital, to break down what actually works for cold email in 2026. They cover the infrastructure behind sending thousands of emails safely, why Gmail and Yahoo's spam updates changed everything, and the simple framework that's generating real conversations, not just more sends. In this episode: • Why HubSpot, Zoho, and CRMs aren't built for cold email • The safest way to send 7,000+ cold emails per month • Why you should only send 20–30 emails per inbox daily • How to protect your primary domain reputation • The cold email infrastructure that costs around $50/month • Why a 1–2% response rate is actually a win• The ideal cold email length and sequence• How to build better prospect lists and validate emails• The biggest mistakes businesses make with cold outreach Whether you're in payroll, HR, PEO, accounting, or B2B sales, this episode offers practical advice you can implement immediately to improve your outreach and book more conversations.. ⏰ *TIMESTAMPS:* 00:00 Intro 00:31 Meet Chris Clark (Underdog Digital) 01:08 CRM vs. Cold Email Infrastructure 03:01 How to Scale Cold Email Safely 04:10 Gmail Sending Limits Explained 05:23 Protecting Your Domain Reputation 06:57 Cold Email Copy That Converts07:51 Why 30–75 Words Works Best 08:41 Outsourced Scale 09:50 The Cold Email Framework 10:49 Why Copy Isn't the First Priority 11:30 Scaling Outreach Without Burning Time 12:34 Why Cold Email Still Works 13:52 Building High-Quality Lead Lists 15:01 Defining Your ICP15:28 Email Verification Best Practices 16:28 Don't Fill Your CRM With Cold Leads 17:01 Watch the Live Payroll Growth Show Weekly strategies for scaling your payroll bureau (1,000+ leaders subscribed) → https://www.payrollinpodcast.com/

The second quarter of 2026 has delivered another wave of innovation across the accounting technology landscape. In this episode, Heather Smith is joined by Tyler Caskey from The Bean Counters to unpack the recent product releases, AI developments, payroll changes, reporting enhancements, and practice management updates shaping the profession. Alongside practical commentary on the latest features from leading accounting platforms, they discuss cybersecurity lessons, the impact of industry layoffs, emerging AI-first accounting systems, and several standout apps that deserve attention. Whether you're an accountant, bookkeeper, advisor, or business owner, this episode offers practical insights to help you stay informed and identify technology worth exploring.   Key discussion points Heather and Tyler discuss major updates from QuickBooks, MYOB, Xero and Easy Business App, including AI-powered reconciliation, open banking developments, Employment Hero integration, and evolving automation features. They explore emerging accounting platforms including Digits and Prosaic, examining how AI-native general ledgers could reshape the future of bookkeeping and financial management. The conversation covers important payroll and compliance developments, including Beam, Employment Hero, Tanda, and practical considerations for Australian businesses adapting to the new requirements. A wide range of specialist apps are highlighted, including RecHound, XBert, Calxa, HoneyBook, TaxDome, MinuteDock, DataSights, Archer Cards, Hello Cashflow, Kloud Connect, WorkGuru, EzyCollect and many more, with practical commentary on where each solution fits. Heather also shares her recent experience recovering a compromised Google account, reinforcing the importance of cybersecurity, strong authentication, backup recovery methods, and maintaining trusted professional networks.   The accounting technology ecosystem continues to evolve at an incredible pace, with AI, automation, compliance, and integration driving much of the innovation. While not every new feature will suit every business, understanding what's available helps accountants and bookkeepers make better technology decisions for themselves and their clients. This episode provides a practical snapshot of where the industry is heading and highlights the solutions that are genuinely worth keeping on your radar.   This episode is also syndicated to Accountants Daily Under the Hood podcast.   Read here how I work with some solutions mentioned  https://endorsementdisclosure.com/     Apps & Tools Mentioned: Apps & Tools Mentioned: Dext – https://dext.com/ Google Workspace (Gmail) – https://workspace.google.com LinkedIn – https://www.linkedin.com GoCardless – https://gocardless.com Reddit – https://www.reddit.com QuickBooks – https://quickbooks.intuit.com Employment Hero – https://employmenthero.com MYOB – https://www.myob.com MYOB Solo – https://www.myob.com/au/products/solo Airwallex – https://www.airwallex.com NAB Connect – https://www.nab.com.au/business/internet-banking/nab-connect CommBiz – https://www.commbank.com.au/business/online-banking/commbiz.html ING – https://www.ing.com.au Xero – https://www.xero.com Claude – https://claude.ai Anthropic – https://www.anthropic.com Easy Business App – https://easybusinessapp.com.au Digits – https://digits.com Ignition – https://www.ignitionapp.com Karbon – https://Karbonhq.com Reach Reporting – https://reachreporting.com Prosaic – https://www.prosaic.works/ Zoho – https://www.zoho.com RecHound – https://rechound.com Easy Month-End – https://easymonthend.com HoneyBook – https://www.honeybook.com TaxDome – https://taxdome.com XBert – https://www.xbert.io/ Calxa – https://www.calxa.com Beam – https://www.beamconnect.com.au Hero Force – https://employmenthero.com Tanda – https://www.tanda.co MinuteDock – https://minutedock.com Google Authenticator – https://play.google.com/store/apps/details?id=com.google.android.apps.authenticator2&hl=en&pli=1 Microsoft Authenticator – https://www.microsoft.com/security/mobile-authenticator-app Xero Verify – https://www.xero.com/security/two-step-authentication Archa Cards – https://www.archa.com.au/ Wise – https://wise.com Weel – https://www.weel.com.au DataSights – https://datasights.co Microsoft Azure – https://azure.microsoft.com Power BI – https://powerbi.microsoft.com Lovable – https://lovable.dev Cadence – https://cadenceapp.com.au Hello Cashflow – https://www.hellocashflow.com/ Float – https://float.app Kloud Connect – https://www.kloudconnect.com.au/ FYI – https://fyidocs.com SharePoint – https://www.microsoft.com/microsoft-365/sharepoint com.au – https://pay.com.au EzyCollect – https://ezycollect.com.au Apple Pay – https://www.apple.com/apple-pay Google Pay – https://pay.google.com WorkGuru – https://www.workguru.io Dashboard Insights – https://dashboardinsights.com.au Wagepoint – https://wagepoint.com Sage – https://www.sage.com   Episode resources and links:   Tyler Caskey : https://www.linkedin.com/in/tylercaskey/ The Bean Counters : https://www.thebeancounters.com.au/   If this episode helped you, the best way to support the show is to leave a review somewhere as it helps more people find us. And if you want to continue the conversation, come find me Heather Smith | Accountant and Storyteller on:   LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ Accounting Apps newsletter: http://accountingapps.io/ Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind YouTube Channel: https://www.youtube.com/ANISEConsulting X: https://twitter.com/HeatherSmithAU

Do you have a B2B offering in your business? If not, have you thought about adding one? If you are franchising your business, or considering it, franchising is a B2B option for expansion. Our guest today is Jermane Cheathem and he shares with us insights into B2B selling. TODAY'S WIN-WIN:Finding a business to business play for your business or being more effective at it, will make your business better.LINKS FROM THE EPISODE:This episode is sponsored by Zoho, https://www.zoho.com/franchise/Schedule your free franchise consultation with Big Sky Franchise Team: https://bigskyfranchiseteam.com/You can visit our guest's website:https://creatorslearn.com/Connect with our guest on social:https://www.linkedin.com/in/jermane-cheathem/ABOUT OUR GUEST:Jermane Cheathem is the founder of Creators Learn and an advisor on leverage, referral-based growth, and business strategy. After serving as a Vice President of Sales, he left the corporate world to build a successful commercial finance business before shifting his focus to helping entrepreneurs, operators, and sales leaders create businesses that generate sustainable, high-margin growth. Through his work, Jermane challenges traditional growth models by showing that leverage is often a structural problem, not a motivation problem. Rather than relying on constant hustle, complicated funnels, or heavy fulfillment, he helps business owners build systems rooted in trusted relationships, strategic partnerships, and compounding opportunities.This episode is powered by Big Sky Franchise Team. Big Sky Franchise Team is consistently recognized as one of the best franchise consulting firms in the world, helping entrepreneurs franchise their businesses through a proven 3-Step franchise process rooted in ethical principles, hands-on guidance, and customized deliverables.  If you are ready to talk about franchising your business you can schedule your free, no-obligation, franchise consultation online at: https://bigskyfranchiseteam.com/. The information provided in this podcast is for informational and educational purposes only and should not be considered financial, legal, or professional advice. Always consult with a qualified professional before making any business decisions. The views and opinions expressed by guests are their own and do not necessarily reflect those of the host, Big Sky Franchise Team, or our affiliates. Additionally, this podcast may feature sponsors or advertisers, but any mention of products or services does not constitute an endorsement. Please do your own research before making any purchasing or business decisions.

This week we talk about: Zoho CRM: Native Zoho DAP Integration Zoho CRM: Loop Functionality in Kiosk Studio Zoho PageSense: AI-powered Poll Generation Our Code Share, Read, Tip and Question of the Week Read the show notes: https://zenatta.com/episode-416/    ⚖️ Avalara AvaTax for Zoho CRM ⚖️ Accurate Tax. Zero Guesswork.

Do you have some projects or new offerings that got lost along the way in their development? How did that happen? Our guest today is Dre Baldwin, who shares with us how many failures in business are actually a failure of execution. TODAY'S WIN-WIN: You may be good at lots of things, but you need to make sure you have the one thing that you own. What is the one thing you own? “Success is the pursuit of a worthy ideal.” -Earl Nightingale LINKS FROM THE EPISODE:This episode is sponsored by Zoho, https://www.zoho.com/franchise/Schedule your free franchise consultation with Big Sky Franchise Team: https://bigskyfranchiseteam.com/You can visit our guest's website: https://dreallday.com/Connect with our guests on social: LinkedIn:http://linkedin.com/in/DreAllDayInstagram:http://instagram.com/DreBaldwinABOUT OUR GUEST:Dre Baldwin is the founder of Work On Your Game® and a mindset, business, and performance coach who helps entrepreneurs and experts scale their businesses through discipline, systems, and strategic execution. A former professional basketball player, 4-time TEDx speaker, and author of 43 books, Dre has built a career around turning consistent action into lasting success.Today, Dre teaches business owners and leaders how to develop high-performance habits, strengthen their leadership presence, and build scalable systems that drive long-term growth. His practical approach helps entrepreneurs create a competitive advantage through discipline, accountability, and intentional execution.This episode is powered by Big Sky Franchise Team. Big Sky Franchise Team is consistently recognized as one of the best franchise consulting firms in the world, helping entrepreneurs franchise their businesses through a proven 3-Step franchise process rooted in ethical principles, hands-on guidance, and customized deliverables.  If you are ready to talk about franchising your business you can schedule your free, no-obligation, franchise consultation online at: https://bigskyfranchiseteam.com/. The information provided in this podcast is for informational and educational purposes only and should not be considered financial, legal, or professional advice. Always consult with a qualified professional before making any business decisions. The views and opinions expressed by guests are their own and do not necessarily reflect those of the host, Big Sky Franchise Team, or our affiliates. Additionally, this podcast may feature sponsors or advertisers, but any mention of products or services does not constitute an endorsement. Please do your own research before making any purchasing or business decisions.

This week we talk about: Zoho CRM: Layout Rules Enhancements Zoho Bigin: Payment Link Automation Enhancements Zoho Inventory: June 2026 Inventory and Fulfillment Enhancements Our Code Share, Read, Tip and Question of the Week Read the show notes: https://zenatta.com/episode-415/    ⚖️ Avalara AvaTax for Zoho CRM ⚖️ Accurate Tax. Zero Guesswork.

How does getting in tune with your own emotions play into the effectiveness of your leadership? And how does it impact your relationships? Our guest today is Randy Lyman, and he talks through what he calls the third element. TODAY'S WIN-WIN:Getting in Harmonic Resonance with the 3 categories of experiencing the world improves your relationships with other people.LINKS FROM THE EPISODE:This episode is sponsored by Zoho, https://www.zoho.com/franchise/Schedule your free franchise consultation with Big Sky Franchise Team: https://bigskyfranchiseteam.com/You can visit our guest's website: https://randylyman.com/Connect with our guests on social: IG: @imrandylymanLinkedIn: Randy LymanFacebook: Randy LymanABOUT OUR GUEST:Randy Lyman is a physicist, entrepreneur, and expert in emotional intelligence, known for merging science, spirituality, and human transformation. Over a 40-year career, he built multiple 8-figure companies, including an Inc. 500 business, and holds several patents. After achieving conventional success, Randy realized that emotional awareness is crucial for fulfillment. This insight led him to integrate emotional healing and spiritual principles, resulting in a 30x growth of his businesses and a personal transformation.Currently, Randy shares his insights through "The Third Element," a bestselling book in Personal Growth. His work emphasizes releasing unhealed emotional patterns to achieve clarity, abundance, and effective leadership. He is recognized for teaching leaders and teams to foster trust, connection, and high performance through enhanced self-understanding.This episode is powered by Big Sky Franchise Team. Big Sky Franchise Team is consistently recognized as one of the best franchise consulting firms in the world, helping entrepreneurs franchise their businesses through a proven 3-Step franchise process rooted in ethical principles, hands-on guidance, and customized deliverables.  If you are ready to talk about franchising your business you can schedule your free, no-obligation, franchise consultation online at: https://bigskyfranchiseteam.com/. The information provided in this podcast is for informational and educational purposes only and should not be considered financial, legal, or professional advice. Always consult with a qualified professional before making any business decisions. The views and opinions expressed by guests are their own and do not necessarily reflect those of the host, Big Sky Franchise Team, or our affiliates. Additionally, this podcast may feature sponsors or advertisers, but any mention of products or services does not constitute an endorsement. Please do your own research before making any purchasing or business decisions.

This week we talk about: Zoho Creator: Zia AI Configuration Enhancements Zoho Inventory: Inventory Operations with Zoho MCP Zoho Recruit: Color-Coded Blueprint Transitions Our Code Share, Read, Tip and Question of the Week Read the show notes: https://zenatta.com/episode-414/    ⚖️ Avalara AvaTax for Zoho CRM ⚖️ Accurate Tax. Zero Guesswork.

Unlocking Marketing ROI with AI: Insights from Uptempo’s Marie Bahl Uptempo.io About the Guest(s): Marie Bahl is the Chief Marketing Officer (CMO) of Uptempo, a pioneering company focused on providing cutting-edge marketing technology solutions. With over two decades of diverse experience across technology-focused industries, Marie is renowned for her ability to demystify complex technologies and make them appealing to targeted audiences. Her expertise spans roles in marketing and sales within prominent tech companies such as Opower, Tendril Networks, Converge, Yahoo, Zoho, and Sun Microsystems. At Uptempo, Marie drives innovative marketing strategies and customer acquisition approaches, aiming to transform the marketing landscape by leveraging artificial intelligence and data analytics. Episode Summary: In this engaging episode of The Chris Voss Show, host Chris Voss is joined by Marie Bahl, CMO of Uptempo, for an insightful discussion about the transformative potential of AI in marketing and the critical importance of proving return on investment (ROI). Marie shares her expertise on how Uptempo helps brands bridge the gap between spending and strategic success by crafting detailed, data-oriented marketing solutions. The discussion highlights the essential need to reconcile various marketing data sets to achieve a comprehensive view of ROI, which is the holy grail for marketing professionals worldwide. Throughout the conversation, Marie and Chris delve into how marketing data, when properly harnessed, can lead to unprecedented optimization and decision-making capability. Marie emphasizes the importance of using artificial intelligence appropriately, underscoring that it should focus on analytics and data synthesis rather than replacing creative output. The episode explores the concept of AI’s “jailbreak” moment, offering a glimpse into how brands can harness AI-driven insights to optimize marketing budgets and strategies. Additionally, they discuss broader industry trends, including how large corporations are adapting to new technologies and the significant challenges faced by marketers in justifying their budgets. Key Takeaways: Importance of Proving ROI: Marie highlights that ROI is a crucial measure for marketing success and how Uptempo provides the tools to tie various marketing activities directly to revenue outcomes. Role of AI in Marketing: AI’s potential lies more in data processing and analytics, not replacing human creativity. AI in marketing should enhance decision-making, not detract from the human element. Structured Data Equals Success: Reconciled and organized data is paramount for effective AI application, ensuring accurate insights and decision-making capabilities. Marketing Challenges Over Time: Marketers are expected to do more with less, requiring efficient technology to validate their strategies and demonstrate tangible business outcomes. Evolving Marketing Tools: Uptempo stands out by focusing on ROI over proxy indicators, integrating various data points to provide a holistic understanding of marketing effectiveness. Notable Quotes: “It’s not enough just to get the money at the beginning of the year, apply, do the voodoo that we do, and then at the end of the year go, ‘Hey, we did a great job.'” “Applied well, and Uptempo happens to do it, but if you can’t get it through us, buy it, build it, find it, acquire it, get somebody to do it for you, you need to be able to prove your value.” “ROI is the holy grail of every marketing CMO I think across the world; it’s the only measure that matters, and it’s the only measure we can’t get to.” “Marketing was a cost center, and you threw money at it, and we weren’t really sure what happened. Magic. Voodoo happened in the background.” “We have been spreadsheet jockeys, stitching together 80 spreadsheets to validate our existence for the last 30 years.”

On this episode of the Woodard Report podcast, Joe and Heather speak about Microsoft's latest quantum computing and AI developments, and what those shifts could mean for accounting professionals. They also connect lessons from TV, April Rinne's book Flux, and Donna Reed's article on client conversations to the importance of adaptability, empathy, and intentional decision-making in advisory work.  Current events — Microsoft's New Quantum Chip Aiming for Useful Machine in 2029 Microsoft Build 2026: Be yourself at work TV/Movie quote of the week — The Boroughs House of the Dragon Excellent Thing We Learned — Insert live valuations of stocks, currency or geographical information right in Excel Change Is Not an Event—It's the Environment (from April Rinne's book, Flux) Member spotlight — Connect with Diane Dana on LinkedIn The Woodard Report article of the week — The Quiet Question that Improves Every Client Conversation Thank you to our show sponsor, Zoho! Zoho is a unique and powerful software suite to transform the way you work, designed for businesses of all sizes, built by a company that values your privacy. Learn more about the show and our sponsors at Woodard.com/podcast

How are you caring for yourself? And, are you addressing that nagging pain you've had for a while now? Our guest today is Dr. Fawad Mian, who talks about keeping your body healthy. TODAY'S WIN-WIN:Do something that provides significant value to the people around you. LINKS FROM THE EPISODE:This episode is sponsored by Zoho, https://www.zoho.com/franchise/Schedule your free franchise consultation with Big Sky Franchise Team: https://bigskyfranchiseteam.com/You can visit our guest's website: https://www.advocareneurowellnessmd.com/ Connect with our guests on social: YouTube:https://www.youtube.com/@prolohealingBook:https://www.amazon.com/GETTING-PAIN-FREE-Hurting-Without-ebook/dp/B085LSTVKK **This episode does not intend to provide medical information or medical recommendations. Consult with your doctor before making any medical decisions.** ABOUT OUR GUEST:Dr. Fawad Mian is a board-certified neurologist and regenerative medicine specialist who helps high-performing adults 55+ live pain-free without surgery or medication—so they can stay active, sharp, and fully engaged in life and work.  After suffering multiple injuries and years of chronic pain himself, Dr. Mian was told what many patients hear: manage it with medication, consider surgery, and accept limitations. Instead, he searched for answers beyond conventional care and healed himself using regenerative therapies like PRP and stem cells.  Today, he brings that same precision-based, root-cause approach to leaders, entrepreneurs, and active professionals who refuse to slow down due to pain. As founder of Vitality Integrative Wellness, Dr. Mian blends advanced diagnostics, regenerative therapy, and movement re-education to restore performance—not just manage symptoms. This episode is powered by Big Sky Franchise Team. Big Sky Franchise Team is consistently recognized as one of the best franchise consulting firms in the world, helping entrepreneurs franchise their businesses through a proven 3-Step franchise process rooted in ethical principles, hands-on guidance, and customized deliverables.  If you are ready to talk about franchising your business you can schedule your free, no-obligation, franchise consultation online at: https://bigskyfranchiseteam.com/. The information provided in this podcast is for informational and educational purposes only and should not be considered financial, legal, or professional advice. Always consult with a qualified professional before making any business decisions. The views and opinions expressed by guests are their own and do not necessarily reflect those of the host, Big Sky Franchise Team, or our affiliates. Additionally, this podcast may feature sponsors or advertisers, but any mention of products or services does not constitute an endorsement. Please do your own research before making any purchasing or business decisions.

Still treating your closed lost pipeline as a graveyard, chasing new leads while old quotes gather dust in your CRM? In this episode, I break down two AI revenue plays most SaaS and platform partners are missing completely: winning back business you already quoted and lost, and turning your best internal systems into a new revenue stream. I share how a Zoho partner turned a hundred and fifty thousand dollar job into a twenty five thousand dollar job, same client, same margin, because AI changed what the work actually costs to deliver. I also cover the pricing decision you have to make first, or AI will shrink your invoice instead of growing your margin. If you have quotes sitting there that clients wanted but could not afford, this one shows you exactly where that revenue is hiding.Resources and LinksNeed help with your WHO and WHAT decisions? Apply for a FREE Multiplier CallBook a Decision Session herePrevious episode: 692 - He liked being the one everyone called. That was the problem.Check out more episodes of the Paul Higgins PodcastSubscribe to our YouTube channel: @PaulHigginsMentoringJoin our newsletterSuggested resources

This week we talk about: Zoho CRM: Add Agents To Your Homepage Zoho CRM: Related List Expanded View Zoho Creator: Advanced Metrics for App Engagement Analytics Our Code Share, Read, Tip and Question of the Week Read the show notes: https://zenatta.com/episode-413/    ⚖️ Avalara AvaTax for Zoho CRM ⚖️ Accurate Tax. Zero Guesswork.

Neste episódio do Vamos de Vendas, Gustavo Pagotto recebe Caroline Maffezzolli, CRO do Great Place to Work (GPTW), para uma conversa sobre como a cultura organizacional impacta diretamente os resultados comerciais, a retenção de talentos e a construção de equipes de alta performance.Ao longo do episódio, Carol explica por que cultura não é apenas um tema de RH, mas um dos principais fatores para acelerar resultados, aumentar produtividade e fortalecer o engajamento dos times de vendas.A conversa também explora os principais erros de gestão que prejudicam a cultura das empresas, como lideranças despreparadas, excesso de foco em resultados de curto prazo e falta de clareza na comunicação. Carol apresenta exemplos práticos de empresas que conseguiram transformar seus resultados ao investir em confiança, desenvolvimento de líderes e escuta ativa dos colaboradores.

Kristen McGarr has spent over 20 years helping businesses implement CRM systems that actually work. Her core belief is that the future of CRM isn't about more technology, it's about more humanity. For CPA firm owners who have tried a CRM, abandoned it, or never started one at all, that perspective changes the conversation entirely.Kristen is the founder of Adroit Insights and CRM Growth, a growth strategist, fractional chief revenue officer, and CRM implementation specialist. She works across platforms like Zoho, HubSpot, and ActiveCampaign, and she is known for making complex systems genuinely approachable. In this conversation, she gets specific about the problems she sees most often in accounting firms: systems that are over-configured, features that never get used, and adoption that stalls because the CRM feels like administrative work rather than a growth tool.The most actionable part of this episode is Kristen's framework for building a pipeline when you have never tracked one before. She calls it the three R's: renewals, referrals, and recent conversations. For renewals, look at one-off projects that could become recurring revenue and clients you haven't heard from yet this year. For referrals, send a simple email during busy season asking for introductions and reviews. For recent conversations, think about who mentioned a challenge you rolled right past without addressing. The irony, as Kristen points out, is that tax season is exactly when firms have the most contact with clients and the most opportunity for all three, even though it feels like the worst possible time.Kristen's approach strips away the complexity that keeps most firms from ever getting real value out of a CRM. Her advice is consistent throughout: start simple, solve for the 90% of problems you actually have, and build a system that can grow with you rather than one you have to replace in a year.This episode is for firm owners curious about what a CRM can actually do for their practice when implemented well, leaders wondering how to maintain business development momentum through busy season, practitioners ready to build a pipeline but unsure where to start, and anyone who has tried a CRM before and walked away frustrated.Timestamps:00:00 - Brannon Poe intro and podcast welcome 00:14 - Introducing Kristen McGarr, founder of Adroit Insights and CRM Growth 00:57 - Kristen's core belief: the future of CRM is humanity, not more technology 01:17 - Why most CRM implementations fail: adoption and overcomplicated configuration 02:07 - The demo trap: why what you see is rarely the off-the-shelf product 02:47 - Most firms use only 10 to 20% of their CRM's actual functionality 03:03 - Where AI fits into CRM today and why it shouldn't be trusted 100% 03:56 - Signs a CPA firm is ready to scale versus needing to fix its foundation first 04:17 - Why consistency and predictability matter more than fast growth 05:02 - How predictable, even revenue throughout the year affects accounting firm valuation 05:48 - The tax season surge and dip problem and how to create more consistency around it 06:05 - Why business development gets dropped during busy season and how to fix that 06:37 - The growth-ready system: templated outreach that still sounds like you 07:49 - How to automate personalized outreach without doing it manually every time 08:21 - Why spacing out outreach matters more than frequency 08:41 - Turning client education into shareable case study content for prospects 09:17 - The three R's: renewals, referrals, recent conversations 09:36 - Renewals: how to spot recurring revenue opportunities in your existing client base 09:53 - Referrals: why sending referral emails during busy season is low effort, high return 10:26 - Recent conversations: catching the tax planning and advisory needs you rolled past 11:09 - The irony of tax season: it's your busiest time and your biggest pipeline opportunity 11:31 - Why a transactional accounting firm cannot function well without a CRM 11:53 - Kristen's three-part CRM checklist: integrations, reporting, and flexibility 13:06 - Funny story: the vendor lesson that led to building an internal team 14:22 - Why trusting your gut early on a bad vendor fit saves time and money later 14:55 - How building an internal team improved client satisfaction across the firm 15:29 - Why picking technology vendors is especially hard for relationship-focused accountants 15:55 - The value of trusted resources and networks when evaluating new tools 16:11 - Book recommendation: "Never Split the Difference" by Chris Voss 17:09 - Where to find Kristen: LinkedIn and CRMgrowth.comBook Recommendation: Never Split the Difference by Chris Voss

How are your speaking and presenting skills? Have you thought about how being a good speaker might help your ability to lead? Our guest today is Carmen Sederino, who is an expert on public speaking.  TODAY'S WIN-WIN:Don't underestimate the value of your speaking in your business.LINKS FROM THE EPISODE:This episode is sponsored by: Zoho https://www.zoho.com/franchise/Schedule your free franchise consultation with Big Sky Franchise Team: https://bigskyfranchiseteam.com/You can visit our guest's website: https://illuminatedstory.com/Connect with our guest on social:https://www.linkedin.com/in/public-speaking-coach-presentation-skills/https://www.instagram.com/illuminatedstory/https://www.facebook.com/IlluminatedStoryhttps://www.youtube.com/@illuminatedstory1665ABOUT OUR GUEST:Carmen Sederino is the founder of Illuminated Story and creator of the Illuminated Story Method. She combines 18+ years of corporate leadership, including managing a $300M portfolio at Reece, with a Bachelor of Performing Arts and a background in theatrical direction.Carmen works with Fortune 500 executives, speakers, and bestselling authors, teaching that authentic presence requires technical mastery, not the absence of it. Based in Melbourne, Australia, she turns presentations into experiences that make audiences feel, not just inform.This episode is powered by Big Sky Franchise Team. Big Sky Franchise Team is consistently recognized as one of the best franchise consulting firms in the world, helping entrepreneurs franchise their businesses through a proven 3-Step franchise process rooted in ethical principles, hands-on guidance, and customized deliverables.  If you are ready to talk about franchising your business you can schedule your free, no-obligation, franchise consultation online at: https://bigskyfranchiseteam.com/. The information provided in this podcast is for informational and educational purposes only and should not be considered financial, legal, or professional advice. Always consult with a qualified professional before making any business decisions. The views and opinions expressed by guests are their own and do not necessarily reflect those of the host, Big Sky Franchise Team, or our affiliates. Additionally, this podcast may feature sponsors or advertisers, but any mention of products or services does not constitute an endorsement. Please do your own research before making any purchasing or business decisions.

If your business is fully booked and still can't grow, the problem is not capacity and it is not systems. It is that everything still runs through you. In this episode, I share the question I ask every SaaS partner I work with: what would have to be true for you not to be needed in delivery tomorrow? Not next year, tomorrow. I walk through how a Zoho partner who was doing delivery on nearly every job himself made one structural decision, brought in a strategic partner for funding and leads, and doubled revenue without changing what he was good at. The hardest part was not the restructure. It was the moment he stopped being the indispensable person in the room. If you know your business has grown around you rather than beyond you, this episode is where that changes.Resources and LinksNeed help with your WHO and WHAT decisions? Apply for a FREE Multiplier CallBook a Decision Session herePrevious episode: 691 - Why Going All-In on One Vertical Beat Staying a Generalist with Chris WidmayerCheck out more episodes of the Paul Higgins PodcastSubscribe to our YouTube channel: @PaulHigginsMentoringJoin our newsletterSuggested resources

This week we talk about: Zoho CRM: Zia Agents in Kiosk Studio  Zoho Forms: Form Encryption Zoho Sign: Mail Merge Templates Our Code Share, Read, Tip and Question of the Week Read the show notes: https://zenatta.com/episode-412/    ⚖️ Avalara AvaTax for Zoho CRM ⚖️ Accurate Tax. Zero Guesswork.

This week we talk about: Zoho Community Spaces: Building and Managing Online Communities Zoho CRM: Record Sharing for Activities Modules Zoho Forms: Spotlight Forms Our Code Share, Read, Tip and Question of the Week Read the show notes: https://zenatta.com/episode-410/    ⚖️ Avalara AvaTax for Zoho CRM ⚖️ Accurate Tax. Zero Guesswork.

In today's Tech3 from Moneycontrol, the government moves closer to launching one of India's largest cybersecurity audits, Cognizant says AI has helped uncover a $200 million sales pipeline hidden in employee interactions, GPUs are emerging as a new asset class for financing AI infrastructure, Meta partners with Reliance to build an AI-enabled data centre in Jamnagar, and Zoho makes its first major hardware push with the launch of its India-designed server, Nathu La.

********** This week we talk about: Zoho: Announcements Hub Zoho Analytics: May 2026 Feature Updates Zoho Inventory: April & May 2026 Updates Our Code Share, Read, Tip and Question of the Week Read the show notes: https://zenatta.com/episode-409/    ⚖️ Avalara AvaTax for Zoho CRM ⚖️ Accurate Tax. Zero Guesswork.

Can businesses embrace AI without surrendering control over their data, technology choices, and future direction? In this episode of Tech Talks Daily, I sit down with Sachin Agrawal, Managing Director of Zoho UK, to discuss one of the biggest challenges facing organizations today. As AI adoption accelerates, many leaders are finding themselves caught between the pressure to innovate and the responsibility to maintain trust, transparency, and control. Sachin shares his perspective on what separates successful AI adoption from costly experimentation. Drawing on his experience leading Zoho's growth in the UK, he explains why organizations achieving the best results are focusing on clearly defined business outcomes rather than chasing headlines or reacting to fear of missing out. We discuss how AI is already improving customer service, sales operations, application development, and decision-making, while also highlighting the importance of digital maturity as a foundation for meaningful AI success. A major theme throughout our conversation is the growing concern around black-box AI systems. Sachin explains why transparency, explainability, and contextual intelligence are becoming increasingly important for businesses operating in regulated environments. We explore how organizations can build trust by keeping AI close to the systems where their data already resides, thereby creating more auditable, accountable outcomes. The discussion also turns to digital sovereignty, a topic that has rapidly moved from technical teams into boardroom conversations. Sachin outlines the different dimensions of sovereignty, including data residency, infrastructure, model choice, intelligence ownership, and vendor flexibility. As geopolitical tensions, regulatory expectations, and concerns about technology concentration grow, organizations are taking a closer look at how dependent they want to become on a small number of technology providers. We also examine whether AI will strengthen the dominance of major technology firms or create new opportunities for diverse software providers. Sachin argues that while the largest players may own much of the underlying infrastructure, customers are increasingly focused on practical outcomes, transparency, and flexibility rather than simply choosing the biggest platform. Along the way, we discuss cloud fragmentation, governance, responsible AI adoption, data privacy, and the importance of challenging AI rather than unquestioningly trusting its outputs. Sachin offers practical advice for leaders who want to balance innovation with accountability while maintaining independence in an increasingly interconnected technology environment. As AI continues to reshape business software and digital operations, how can organizations remain agile without sacrificing control? And what role will digital sovereignty play in determining who succeeds in the next era of enterprise technology?

This week we talk about: Zoho CRM: Old UI Retires July 15 Zoho Bigin: AI Features Come to the Web App Zoho Payments: Manage Payment Links, Refunds, and Payouts with MCP Our Code Share, Read, Tip and Question of the Week Read the show notes: https://zenatta.com/episode-408/    ⚖️ Avalara AvaTax for Zoho CRM ⚖️ Accurate Tax. Zero Guesswork.

Workforce security in healthcare is no longer just about compliance—it's about creating a seamless, secure digital experience for employees and patients.  In this episode, host Sandy Vance chats with Chandramouli Dorai, Chief Evangelist - Cybersecurity Solutions and Digital Signatures at Zoho.com. Today, they will explore how password management, secure browsers, multi-factor authentication (MFA), identity and access management (IAM), and identity verification in document signing all come together to build a zero-trust, future-ready healthcare workforce.  Healthcare organizations are under constant pressure to strengthen cybersecurity without slowing down clinicians and staff.  In this episode, they talk about: Healthcare organizations face a constant challenge in balancing strong cybersecurity protections with the need for convenience and productivity. Weak and reused passwords remain one of the most common vulnerabilities across organizations, despite years of awareness efforts. The 2024 Change Healthcare cyberattack demonstrated how a single account without multi-factor authentication can lead to massive data breaches and operational disruption. Employees often disable or avoid MFA because they perceive it as adding friction to their daily workflows. Modern authentication strategies must tightly integrate password management, single sign-on, and MFA to reduce friction while improving security. Passwordless authentication methods such as passkeys, Face ID, and Touch ID are helping organizations improve both security and user experience. Organizations adopting passwordless authentication are seeing measurable reductions in login time and increased user adoption. Identity and access management platforms can enforce role-based and time-based access controls to reduce unnecessary exposure to sensitive systems. AI-powered behavioral analytics can detect suspicious login activity and help organizations respond more quickly to threats. Secure onboarding and offboarding processes are critical for protecting healthcare data and preventing unauthorized access. Many healthcare organizations still operate in complex legacy environments, making interoperability and integration essential for workforce security solutions. CIOs should approach AI adoption strategically by first understanding their current environment, educating users, and implementing changes in phases. A Little About Mouli: Chandramouli Dorai (Mouli) is the chief evangelist for cybersecurity solutions and digital signatures at Zoho Corporation. Mouli brings over 12 years of experience leading marketing and product strategy at Zoho. He carries an active interest in topics like workforce productivity, security, trust, and compliance, often sharing his thoughts and expertise on social media platforms like X and LinkedIn.  “The greatest example is the 2024 Change Healthcare breach, which happened because of one compromised account. That one account lacked multi-factor authentication, which was a loose end, and the attacker was able to get into the network and get away with millions of confidential records. The major problem is the trade-off between security and convenience.”

A client called you last week. The report used to take an hour. Now it takes five minutes. They want to know why they're still paying for the hour, and the honest answer is you don't have one. In this episode, I break down why AI didn't break your pricing model, it just exposed what was already broken the day you started selling time instead of outcomes. I walk through what's happening across Salesforce, HubSpot, Zoho, Monday, NetSuite, and Acumatica partners right now, why the hour collapse means you never had pricing power, and the four moves that protect your revenue before that phone call lands. If you're still quoting in hours and hoping clients don't notice, this one's for you.Resources and LinksNeed help with your WHO and WHAT decisions? Apply for a FREE Multiplier CallBook a Decision Session herePrevious episode: 684 - 73 Minutes to Stop Running Two Businesses at OnceCheck out more episodes of the Paul Higgins PodcastSubscribe to our YouTube channel: @PaulHigginsMentoringJoin our newsletterSuggested resources

This week we talk about: Zoho CRM: Switch Between Multiple LLMs Instantly Zoho Recruit: AI-Powered Summaries for Records, Notes, & Emails Zoho Webinar: AI Recording Features Our Code Share, Read, Tip and Question of the Week Read the show notes: https://zenatta.com/episode-407/    ⚖️ Avalara AvaTax for Zoho CRM ⚖️ Accurate Tax. Zero Guesswork.

Working hard on the wrong thing and you can feel it, but you can't see it from inside the jar. In this episode, I break down the Decision Call format, what it is, why it works, and the pattern showing up across four very different SaaS partner businesses I ran calls with recently. One was a Microsoft partner at $800K running two business models pretending to be one. One was a Salesforce solopreneur serving nonprofits who couldn't pay her real rate. One was a NetSuite partner whose revenue had dropped from $75K a month to under $15K. One was a Zoho partner building bespoke AI with no packaged offer. Different platforms, different countries, same problem. If you're stuck on your number one challenge and need clarity to act on it, this one is for you.Resources and LinksNeed help with your WHO and WHAT decisions? Apply for a FREE Multiplier CallBook a Decision Session herePrevious episode: 683 - Get Specific, Get Rich, or Get Out with Jay McBainCheck out more episodes of the Paul Higgins PodcastSubscribe to our YouTube channel: @PaulHigginsMentoringJoin our newsletterSuggested resources

This week we talk about: Zoho CRM: Custom Columns in Forecasts Zoho Desk: SalesIQ Live Chat Widget Upgrade Zoho Books: May 2026 Product Updates Our Code Share, Read, Tip and Question of the Week Read the show notes: https://zenatta.com/episode-406/    ⚖️ Avalara AvaTax for Zoho CRM ⚖️ Accurate Tax. Zero Guesswork.

On the podcast this week, I cover news of an April Windows Update causing issues, a story about a government moving 1.2 million mailboxes to Zoho Mail, enforcement of a laptop standard by the European Commision and much more! Reference Links: https://www.rorymon.com/blog/modern-print-architecture-change-huge-move-to-zoho-mail-microsoft-vows-to-win-back-customers/

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