Podcasts about zoho

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.

Today’s headline news for Canadian IT solution providers: Barracuda acquires Evo Security: Barracuda is integrating Evo Security‘s IAM and PAM tools into BarracudaONE, giving MSPs more ways to build identity security services beyond MFA. ChannelE2E reports that the move unifies email, network, and identity protection under one stack, which matters for Canadian technicians already managing multiple dashboards. The deal size was not disclosed. Rewst rebuilds its platform around MCP and AI agents: Rewst is rebuilding its automation engine around the Model Context Protocol so technicians can describe a business process and have an AI agent custom-build it, even without deep scripting skills. ChannelE2E says the update turns automation from an internal efficiency play into a billable managed service. The rollout is expected through the third quarter. Microsoft opens its July 2026 partner playbook: Microsoft released July partner announcements covering FY27 planning resources, updated Azure IP co-sell incentives, and refreshed Microsoft 365 Copilot specialization requirements. The company is positioning the Copilot specialization as a prerequisite for AI deployment referrals, raising the bar from general cloud competency to specific AI delivery capability. A new End of Sale Software pricelist is also live in Partner Center as of July 1. CompassMSP acquires Logic Group: ChannelE2E reports the acquisition adds to CompassMSP’s portfolio as the consolidator continues its North American expansion. The 20 MSP acquires Sundance Networks, reaching 49 acquisitions: The rollup hits another milestone with the Sundance Networks deal, according to ChannelE2E. ManageEngine launches marketplace for partner-built IT extensions and AI agents: ChannelE2E says Zoho’s IT management arm is opening a marketplace where partners can build and sell extensions. Dell partners remain optimistic amid supply chain concerns: ChannelE2E reports that Dell is working to keep supply chains flowing for partners as data center growth puts pressure on memory supplies. Guardz adds agentic reporting for MSP client reviews: ChannelE2E says the new feature turns blocked threats and security activity into reports that SMB customers can understand. Read Full Transcript Welcome to The Buzz from ChannelBuzz.ca, I’m Robert Dutt, today is Tuesday, July 14, and here’s what’s happening in the channel today. Barracuda is buying Evo Security to expand its identity security capabilities for MSPs. In a deal announced last week, Barracuda said it will integrate Evo Security’s IAM and PAM tools into BarracudaONE, giving partners more ways to build identity security services beyond MFA. The move comes as identity attacks continue to outpace traditional perimeter defenses and MSPs are being asked to manage privileged access for customers with limited security staff. Barracuda is positioning the acquisition as a way to unify email, network, and identity protection under one stack. Canadian partners who have already standardized on BarracudaONE will see the new tools appear as integrated modules rather than a separate console, which matters for technicians who are already managing multiple dashboards. The channel has been waiting for Barracuda to deepen its identity story after years of speculation, and this appears to be the answer. Identity and access management has become one of the fastest-growing service lines for Canadian MSPs, but many have cobbled together solutions from multiple vendors. Barracuda’s bet is that MSPs will pay for a unified platform rather than stitching together point products. The deal size was not disclosed. Rewst is rebuilding its automation platform from the ground up around MCP and AI agents, and the timing is notable. The company announced today that MSPs will be able to describe a business process they want to automate and have an AI agent custom-build the workflow, even if the technician lacks deep scripting expertise. Rewst is leaning on the Model Context Protocol to connect its automation engine to third-party tools in a standardized way, which reduces the integration maintenance that typically consumes MSP engineering hours. The rebuild is a direct response to the skills gap that has kept many mid-market providers from offering automation as a managed service. For Canadian MSPs struggling to hire and retain technicians who can write PowerShell or Python, this could lower the barrier to entry for workflow automation and make it a billable service rather than an internal efficiency play. Rewst says the new architecture will also allow partners to sell automation to their own customers as a white-label managed service, which turns a cost center into a revenue line. The platform update is expected to roll out to existing partners in phases through the third quarter. Microsoft rolled out its July partner announcements on Thursday, and the bundle includes several items that will shape Canadian partner planning for the second half of the calendar year. The company opened FY27 planning resources, updated Azure IP co-sell incentives, and refreshed Microsoft 365 Copilot specialization requirements. A new End of Sale Software pricelist is also live in Partner Center as of July 1. Microsoft is positioning the Copilot specialization as a prerequisite for partners who want to be referred for AI deployment opportunities, which means the bar for entry is moving from general cloud competency to specific AI delivery capability. The FY27 planning materials emphasize recurring revenue and attached services, a message that aligns with what Canadian distributors have been telling partners for the last two quarters. Canadian CSPs will also want to note the pricing and packaging changes for Microsoft 365 Business plans that took effect July 1, which include additional mailbox storage and enhanced Copilot Chat experiences. The net effect is that Microsoft is tightening the link between partner program tiering and AI service delivery, something that will require training investments for smaller partners. In Brief – CompassMSP acquires Logic Group. The 20 MSP acquires Sundance Networks, reaching 49 acquisitions. ManageEngine launches a marketplace for partner-built IT extensions and AI agents. Dell partners remain optimistic amid IT component supply chain concerns. Guardz adds agentic reporting to help MSPs turn security activity into client-ready reviews. Full details and links in the show notes or the blog post. And if you haven‘t heard it yet, my conversation with Curtis Dery from Xerox IT Solutions on what HPE’s financing moves, the channel-only expansion of Private Cloud and Zerto, and why AI is a digital goldmine. That’s on In The Channel now. That’s how we’re seeing the headlines today. I’m Robert Dutt for ChannelBuzz.ca, thanks for listening. Have a great day.

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.

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

Are dashboards becoming irrelevant in the age of Agentic AI? I recently sat down with Clarence Rozario from Zoho on The Ravit Show for an in-depth conversation on one of the biggest shifts happening in Data & AI right now: Agentic Analytics!!!!For years, business intelligence has focused on helping people understand what happened. Now we're entering a new era where analytics can help recommend actions, support decisions, and even automate parts of business workflows.In this conversation, we explored:* How BI has evolved from reporting and dashboards to Agentic Analytics* Why enterprises are shifting from insights to outcomes* Whether dashboards still have a role in the AI era* How Agentic AI is changing decision-making inside organizations* Why Context Engineering may become one of the most important capabilities for enterprise AI* The growing importance of semantic layers, business context, and trusted data foundations* Why Data & Analytics platforms must evolve to support agentic systemsOne theme stood out throughout our discussion:AI is only as good as the context and data foundation behind it. Without the trusted business context, even the smartest agents will struggle to deliver reliable decisions.What role do you think dashboards will play in a world increasingly driven by AI agents?#data #ai #agentic #ai #dashboards #api #semanticlayer #theravitshow

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.

Wie positioniert sich ein 30 Jahre altes, bootstrapped Softwareunternehmen aus Indien mitten im deutschen Channel – und das ausgerechnet in einem Markt, den Microsoft seit Jahren dominiert? Darum geht es in dieser Episode. Johannes Kapfer spricht mit Martin Schwarz, Marketing Manager DACH bei Zoho, über den Wandel im IT-Channel, die Rolle von KI im Tagesgeschäft und die Frage, warum Datensouveränität gerade jetzt zum echten Wettbewerbsargument wird. In dieser Episode: • Warum der klassische MSP zum KI-Advisor wird – und welche Partner diesen Schritt wirklich schaffen • Was agentische KI im Alltag bereits leistet – und wo ihre Grenzen noch liegen • Wie Zoho One als integrierte Plattform den Einstieg für KMU vereinfacht und warum ein gemeinsamer Datenpool die Voraussetzung für funktionierende KI ist • Weshalb Zohos Bootstrapping-Modell heute zum Stabilitätsargument gegenüber Partnern und Kunden wird • Und: Was Systemhäuser und Service Provider in den nächsten 12 Monaten wirklich anpacken müssen

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.

MF equity inflows fall 40% m-o-m to one year low amid uncertainty Volatility in equity markets and concerns over economic growth dampened inflows into mutual fund schemes, including SIPs, in May. Equity inflows fell to a one-year low, dropping 40 per cent month-on-month (m-o-m) to ₹22,908 crore in May from ₹38,440 crore in April, as investor sentiment was hit by a market downturn driven by persistent foreign portfolio outflows and heightened volatility, according to AMFI data released on Wednesday. Hybrid schemes inflow nearly halved m-o-m to ₹10,560 crore ( ₹20,565 crore), while debt funds registered an outflow of ₹96,949 crore as against an inflow of ₹2.47 lakh crore in May. Meta and Reliance Industries partner to develop 168 MW, AI-enabled data centre in Gujarat Meta Inc is set to have its own 168-MW capacity AI-enabled data centre in Jamnagar set up by Reliance Industries in India within two years. The new data centre, separate from the 1 GW data centre announced by Reliance in 2025, will act as part of Meta's global infrastructure, supporting its core business and AI compute needs. As the first built-to-suit data centre capacity in India for Meta, the project underlines India's emergence as a global hub for AI infrastructure. Meta will lease capacity from the facility, expanding the company's global infrastructure, supporting its core business and AI compute needs while Reliance Industries will provide end-to-end services for the data centre lifecycle. Starlink licensing in India stuck amidst geopolitical strains Industry experts estimate geopolitical developments to have soured Starlink's chances of getting licensing approvals in India, even as the company rubbishes “unsubstantiated claims” of a regulatory freeze. Following news reports that the Indian government had frozen approvals for Starlink's commercial operations, Lauren Dreyer, Vice President of Company Business Operations stated on X, “Starlink remains in active and productive discussions with the Government of India contrary to misleading stories based upon unsubstantiated claims from anonymous sources.” However, industry stakeholders speaking to businessline said Starlink's approval procedure which was considered smooth-sailing until last year has hit a rut in terms of security checks. Many attributed this to the geopolitical developments, particularly in terms of the India-US relations. Zoho launches hardware play with designed-in-India server Nathu La Eyeing tech sovereignty in the data hardware space and in a step to build the full enterprise technology stack, Zoho has launched its indigenously designed server Nathu La. Zoho says with Nathu La it has achieved equivalent performance, with 12-18 per cent lower power consumption and 20-30 per cent lower total cost of ownership (TCO). In Zoho's marquee style, the R&D work for the server platform was entirely done out of Nagpur by local talent recruited and trained by the company. The centre was set up in 2020 with an eye to play the long game in enterprise hardware. The Nathu La server motherboard and chassis platform is the result of over five years of R&D across hardware, firmware, and systems management. Based on Intel® Xeon® 6 Processors, the server is designed to optimise performance for virtualisation (VM), High Performance Computing (HPC), AI inference, and storage applications. (Research and VO: Siddharth Mathew Cherian)

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.

The Indian government just moved two million email accounts off NIC's servers onto Zoho's cloud. The reason the government decided to leave behind a system it had built and run for 40 years? A list of issues; including ransomware attacks, power outages, and even a blackout on a New Year's Eve that knocked out Parliament's website.The fix was a seven-year, 200 crore rupee contract with a private Indian company. Zoho actually scored lower than Google and Microsoft in the government's own assessment. Bur it won the assessment anyway.Thing is, India spent years building open-source infrastructure to stay independent. The question is whether it just traded one dependency for another.Tune in.Daybreak is produced from the newsroom of The Ken, India's first subscriber-only business news platform. Subscribe for more exclusive, deeply-reported, and analytical business stories.

"I know people with amazing ideas, but they don't have the right investment to take their idea to the prototype stage. At the prototype stage, they don't have the ability to take it to the manufacturing stage. So guess what happens? Another company from outside the country comes and snatches 'em up. It was heartbreaking to see that our amazing talent is being sucked away." After decades in public service roles, former Minister of Defence Harjit Sajjan is reporting for duty once again as a defence-tech entrepreneur with Vancouver-based Juno Industries. Sajjan joins this week to offer a SITREP for Canada, including his thoughts on the Defence Industrial Strategy and Juno's plans to become an innovation hub for defence in Canada. -- The BetaKit Podcast is presented by Zoho, developers of a unique and powerful software suite that transforms the way you work. Zoho's flagship user conference, Zoholics Toronto 2026, is coming May 21-22 at the Metro Toronto Convention Centre! Join hundreds of business leaders, customers, and Zoho experts for two days of learning, inspiration, and connection. Explore the latest in AI, automation, and cloud-powered collaboration—and see how Zoho's all-in-one suite helps organizations work smarter and grow faster. Go here to learn more and secure your spot. -- Solve for X is back! The latest season of the MaRS podcast is exploring more world-changing ideas. Join journalist Manjula Selvarajah as she talks to the people behind the latest innovations in tech and science. Get a jump on the future. Listen to season 4 of Solve for X wherever you get your podcasts.

In today's Tech3 from Moneycontrol, we unpack Ronnie Screwvala's fresh Rs 300 crore infusion into upGrad as the edtech company moves closer to acquiring Unacademy and expands its AI and skilling bets. We also track Skyroot Aerospace's preparations for India's first private orbital rocket launch, WazirX's push into crypto futures trading months after its major hack, and Zoho's Rs 70 crore investment into ONDC as the network looks to scale kirana and MSME adoption amid slowing retail order growth.

This week we talk about: Zoho Desk: Upgraded Sentiment Analysis in Zia Zoho POS: April 2026 Updates Zoho CRM: Mobile Lookup Filters, Approval Recall, and Canvas Field Support Our Code Share, Read, Tip and Question of the Week Read the show notes: https://zenatta.com/episode-405/    ⚖️ 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/

This week we talk about: Zoho Zia: Zia LLM Coming Soon Zoho CRM: Mirror Component Zoho Books: MCP For AI-Powered Accounting  Our Code Share, Read, Tip and Question of the Week Read the show notes: https://zenatta.com/episode-404/    ⚖️ Avalara AvaTax for Zoho CRM ⚖️ Accurate Tax. Zero Guesswork.

What does AI actually mean for business owners right now? In this episode, we sit down with returning guest Jett Hennigan from Dreamers Event Rentals to talk about his move into AI and how he's starting to use it inside a real business. He breaks down what “agentic AI” actually looks like when it's wired into real tools like Zoho, QuickBooks Online, Google Drive, and your quoting process.We dive into what AI is already changing, the mistakes most people are making, and how to stay ahead as things move fast. The gap between people using AI and those ignoring it is growing quickly as this episode breaks down how to be on the right side of it.

On this episode of the Woodard Report podcast, Joe speaks with Matt Tait about Decimal's evolution from a fast-growing, tech-enabled CAS practice into a franchise model designed to empower accounting and bookkeeping firm owners. Matt shares why Decimal sold its direct services business to focus entirely on helping small firms scale through a turnkey operating system that combines staffing, AI-powered tools, technology, processes, and community support. The conversation also explores the future of the accounting industry, including the impact of AI, private equity, outsourcing, and the growing need for firm owners to think like business owners rather than practitioners. About Matt Tait Matt Tait has spent his career as an entrepreneur, having previously launched two technology companies. He's always focused on helping businesses, making it easier for them to operate while creating great customer experiences. Continuing a people-first theme driven by technology, Matt launched Decimal with his Co-Founder Jacob Cloran to solve financial operations, bookkeeping, and tax for small and medium-sized businesses. Now they're expanding the mission to help small accounting firms succeed through franchising. Learn more about Decimal Connect with Matt on LinkedIn 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

This week we talk about: Zoho Bookings: Centralized Customer Form Zoho Billing: March 2026 Updates Zoho Bigin: Q1 2026 Updates Our Code Share, Read, Tip and Question of the Week Read the show notes: https://zenatta.com/episode-403/    ⚖️ Avalara AvaTax for Zoho CRM ⚖️ Accurate Tax. Zero Guesswork.

This week we talk about: Zoho CRM: Cross Module Filtering Zoho Billing: AI-Powered MCP Server for Billing Actions and Reports Zoho Deluge: Built-in PDF Conversion in Deluge Our Code Share, Read, Tip and Question of the Week Read the show notes: https://zenatta.com/episode-402/    ⚖️ Avalara AvaTax for Zoho CRM ⚖️ Accurate Tax. Zero Guesswork.

This week we talk about: Introducing Zoho Projects Infinity Zoho CRM: SlyteUI Component Builder Rollout Zoho Analytics: Q1 2026 Product Update Our Code Share, Read, Tip and Question of the Week Read the show notes: https://zenatta.com/episode-401/    ⚖️ Avalara AvaTax for Zoho CRM ⚖️ Accurate Tax. Zero Guesswork.

"We have a collective action problem. Somebody has to take the first step and say, 'Hey, we're going to deploy a lot of capital here in Canada. We're gonna bet that Canada is going to grow more over the next 20 years than it did over the last 20 years." Recent data shows that the bottom has fallen out of Canadian venture capital, erasing any post-pandemic highs and taking the country back about a decade in terms of both dollars raised and dollars deployed by our nation's VCs. What's the reason for Canadian venture's slow decline? What is the impact on the ecosystem? And most importantly, what can be done to reverse the trend? A power panel of grumpy men in venture join to discuss: Matt Roberts (RBCx), Jesse Wiebe (Startup TNT), and Ben Bergen (CVCA). -- The BetaKit Podcast is presented by Zoho, developers of a unique and powerful software suite that transforms the way you work. Zoho's flagship user conference, Zoholics Toronto 2026, is coming May 21-22 at the Metro Toronto Convention Centre! Join hundreds of business leaders, customers, and Zoho experts for two days of learning, inspiration, and connection. Explore the latest in AI, automation, and cloud-powered collaboration—and see how Zoho's all-in-one suite helps organizations work smarter and grow faster. Go here to learn more and secure your spot. -- Related Links: A perfect storm": 2025 was the worst year for Canadian VC fundraising since 2016  Capital concentrates as Canadian VC market narrows: report CVCA and NACO offer competing visions for feds' $750-million venture envelope  The feds asked investors for candid feedback on BDC. It was never actioned

In this episode of the CPQ Podcast, Frank Sohn speaks with Tyler Moini, Founder and Managing Director of Expedite Commerce, about how the company has evolved since its earlier positioning around composable commerce and API-first architecture. Tyler explains why Expedite Commerce now describes its approach as a governed execution platform, designed to help organizations manage commercial processes across pricing, quoting, contracts, subscriptions, billing, and asset-related workflows. A central topic in the discussion is Genesis, the company's underlying AI system. Tyler outlines why Expedite Commerce sees AI not as a separate add-on, but as part of the foundation of the platform. The conversation looks at how this approach is intended to support user guidance, manage commercial state across the revenue lifecycle, and help organizations handle complex selling environments with more structure and consistency. The episode also covers the company's target market, including mid-market and early enterprise organizations with complex revenue models, such as subscription businesses, manufacturers, and companies managing configured products, services, warranties, or serialized assets. Tyler also discusses support for CRM platforms such as Salesforce, HubSpot, and Zoho, as well as ERP integrations with systems including SAP S/4HANA, NetSuite, Oracle, and Workday. In addition, Frank and Tyler discuss e-commerce capabilities, billing support for more complex pricing models, and how AI may affect the future of revenue management and CPQ. The conversation provides useful context for listeners interested in CPQ, revenue lifecycle management, AI in CPQ, subscription management, digital commerce, and enterprise sales technology. If you follow developments in CPQ software, AI-driven quoting, revenue management platforms, or enterprise monetization, this episode offers a detailed look at how one vendor is approaching those challenges today. 

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This week we talk about: Zoho CRM: Zia Agents Can Now Be Deployed as Digital Employees Zoho Analytics: March 2026 Product Updates Zoho Sign: Document Retention Our Code Share, Read, Tip and Question of the Week Read the show notes: https://zenatta.com/episode-400/    ⚖️ Avalara AvaTax for Zoho CRM ⚖️ Accurate Tax. Zero Guesswork.

In this special episode, Pete is joined by Raju Vegesna, Chief Evangelist at Zoho, live from the annual Zoho Day analyst 2026 event and update in Austin, Texas! Together they explore Zoho's 30-year journey from shipping software on floppy disks to delivering integrated SaaS platforms and now AI-driven solutions, and how the company's distinct culture and values have underpinned that evolution.  The conversation explores the future of SaaS and AI. Raju challenges the narrative that “SaaS is dead,” arguing instead that commoditization of software and AI is a net positive: as costs drop, access and productivity rise across society. They discuss the shift from productivity gains to intelligence gains as the new ROI in software, and how connected data and platforms are foundational for meaningful AI insights. They talk about the gap between AI hype and reality, why many AI projects are not yet delivering ROI, and how we're still in the “plumbing” and protocol phase of this wave and the emerging importance of data and intelligence sovereignty, including why some countries and large enterprises may push back toward on‑premise or sovereign AI. Plus Raju offers guidance for business leaders who feel stuck or behind on AI: it's still early, the ground is shifting rapidly, and the current explosion of innovation will be followed by consolidation, creating a window of opportunity for fast movers.  Connect with Raju: LinkedIn: https://www.linkedin.com/in/rajuvegesna1/ X: https://x.com/rajuv Website: www.zoho.com  Connect with the show: LinkedIn:  http://linkedin.com/company/hr-payroll-2-0 X: https://x.com/HRPayroll2_0  X: https://x.com/PeteTiliakos  X: https://x.com/JulieFer_HR BlueSky: @hrpayroll2o.bsky.social YouTube: https://www.youtube.com/@HRPAYROLL2_0  WRKDefined Podcast Network: https://wrkdefined.com/podcast/hr-payroll-20  Thank you to our marquee sponsors for powering the HR & Payroll 2.0 podcast forward!  G-P ‘Globalization Partners': https://www.globalization-partners.com/ OneSource Virtual: https://hubs.ly/Q03YFNR90 Zoho: https://www.zoho.com/press.html Thank you to our ‘wizard behind the curtain' and show producer Ryan Kielma: https://www.linkedin.com/in/ryan-kielma/

On this episode of the Woodard Report podcast, Heather and Joe talk about recent developments in AI-powered audit tools, shifting software strategies, and what these changes mean for accounting firms of all sizes. They also explore lessons from pop culture on leadership and workplace culture, emphasizing the importance of aligning actions with stated values. The conversation rounds out with insights on emerging AI protocols and how firms can better structure both their work and client relationships for long-term success. Current events — Auvenir separates from Deloitte Intuit launches Construction ERP as part of Enterprise ES TV/Movie quote of the week — Bugonia Age of Ultron Excellent things we learned — MCP stands for Model Context Protocol The Productivity Project: Accomplishing More by Managing Your Time, Attention, and Energy Member spotlight — Mercury Business Associates The Woodard Report article of the week — The Art of Truly Not Working 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

In this special episode, Pete is joined by Holger Mueller, VP and Principal Analyst at Constellation Research, live from the annual Zoho Day 2026 analyst event and update in Austin, Texas! Drawing on decades of watching Zoho grow from early cloud pioneer to fully integrated “ecosystem,” Holger breaks down what makes Zoho's horizontally and vertically integrated stack so distinctive, and why its people-first culture and homegrown talent strategy show up so clearly in its products and customer relationships.  Pete and Holger dive into the noisy “SaaS is dead” narrative and cut through the hype around AI agents, cloud, and data. They unpack why back-end modernization and elasticity still matter, why all‑in‑one suites are back in vogue, and how integration gaps quietly sabotage ROI in HCM, payroll, and benefits. From orchestration and data lakes to edge computing and mobile‑only HR, they explore how frontline employees, real‑time payments, and smartphones at the “edge” are reshaping how work gets done  Holger argues HR must lean into technology, get closer to IT and data governance, and use AI to turn static policies and PDFs into conversational, employee-friendly experiences, while protecting trust, security, and compliance.   Connect with Holger: LinkedIn:  https://www.linkedin.com/in/holgermueller/ X: https://x.com/holgermu BlueSky: https://bsky.app/profile/holgerbsky.bsky.social Constellation Research: https://www.constellationr.com/  Connect with the show: LinkedIn:  http://linkedin.com/company/hr-payroll-2-0 X: @HRPayroll2_0  X: @PeteTiliakos  X: @JulieFer_HR BlueSky: @hrpayroll2o.bsky.social YouTube: https://www.youtube.com/@HRPAYROLL2_0  WRKDefined Podcast Network: https://wrkdefined.com/podcast/hr-payroll-20  Thank you to our marquee sponsors for powering the HR & Payroll 2.0 podcast forward!  G-P ‘Globalization Partners': https://www.globalization-partners.com/ OneSource Virtual: https://hubs.ly/Q03YFNR90 Zoho: https://www.zoho.com/press.html Thank you to our ‘wizard behind the curtain' and show producer Ryan Kielma: https://www.linkedin.com/in/ryan-kielma/

This week we talk about: Zoho CRM: Queries Support Databases and Cloud Data Sources Zoho Desk: Department-Based Notification Preferences for Agents Zoho Billing: February 2026 Product Updates Our Code Share, Read, Tip and Question of the Week Read the show notes: https://zenatta.com/episode-399/    ⚖️ Avalara AvaTax for Zoho CRM ⚖️ Accurate Tax. Zero Guesswork.

This week we talk about: Zoho CRM: Kiosk Studio Notes Actions and Dynamic Visibility Zoho Desk: Zia Assistant Bot for Deluge Script Generation Zoho CommandCenter: Scalability Enhancements and New Journey Builder Features Our Code Share, Read, Tip and Question of the Week Read the show notes: https://zenatta.com/episode-398/    ⚖️ Avalara AvaTax for Zoho CRM ⚖️ Accurate Tax. Zero Guesswork.

This week we talk about: Zoho CRM: Expanded Zia Capabilities Now Available in Professional Edition Zoho Books: Advanced Reporting Tags and Inventory Management Enhancements Zoho Bookings: Online Group Appointments with Auto-Generated Meeting Links Our Code Share, Read, Tip and Question of the Week Read the show notes: https://zenatta.com/episode-397/    ⚖️ Avalara AvaTax for Zoho CRM ⚖️ Accurate Tax. Zero Guesswork.

This week we talk about: Zoho CRM: ICR Field Prompting Enhancements Zoho Desk: Real-Time IM Webhooks Zoho Analytics: Custom Visualizations Our Code Share, Read, Tip and Question of the Week Read the show notes: https://zenatta.com/episode-396/    ⚖️ Avalara AvaTax for Zoho CRM ⚖️ Accurate Tax. Zero Guesswork.

This week we talk about: Zoho CRM: Customizable Sales Trend & Follow-Up Trend Dashboards Zoho Finance: Rule-Based AI Coding Assistants for Widgets Zoho Recruit: User Fields for Shared Record Ownership Our Code Share, Read, Tip and Question of the Week Read the show notes: https://zenatta.com/episode-395/    ⚖️ Avalara AvaTax for Zoho CRM ⚖️ Accurate Tax. Zero Guesswork.