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Scaling New Heights Podcast: Cutting Edge Training For Small Business Advisors
On this episode of the Woodard Report podcast, Heather and Joe discuss the launch of the AI Native Accounting Foundation (including its first award at Scaling New Heights) and what BotKeeper's abrupt shutdown signals about the rise and fall of "tech-driven bookkeeping" first movers. They explore why the future is "human-first, AI-enabled," arguing firms must shift from selling bookkeeping/tax prep to building advisory skills and wisdom-driven judgment that AI can't replace. Current events — AI Native Accounting Foundation launches to cut AI hype Botkeeper Shuts Down TV/Movie quote of the week — Victoria Landman Excellent things we learned — To Thrive in the AI Era, Companies Need Agent Managers Member spotlight — Julie Healy of Clear Cents Bookkeeping The Woodard Report article of the week — My Daughter Went to a TurboTax Store and Here's What Happened 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 Pagesense: 3.0 Release Zoho One: Zoho CommandCenter Zoho Analytics: AI Agent for BI and Analytics Our Code Share, Read, Tip and Question of the Week Read the show notes: https://zenatta.com/episode-394/
SAP and Enterprise Trends Podcasts from Jon Reed (@jonerp) of diginomica.com
ZohoDay 2026 is in the books. But while the assembled mass of industry analysts were still in Austin, Jon Reed and Brian Sommer grabbed a quiet room for an unscripted recap. There was a flurry of news at this show to make sense of, some of it NDA but most of it not. The guys were on the clock this time, with only 25 minutes to hit on the hottest issues from customers, partners, and Zoho leadership - not to mention Zoho fleshing out the "Zoho ERP" news. Brian had his infamous hand-scrawled notepad on the state of Zoho, and Jon walked listeners through Zoho's take on the changing risks of SaaS in the AI era. (This podcast was taped prior to Jon's last AI deep dives with Zoho in Austin, but there was plenty of AI content to discuss regardless). As always, catch Jon and Brian's recaps on diginomica.com for more background as they appear...
ZohoDay 2026 is in the books. But while the assembled mass of industry analysts were still in Austin, Jon Reed and Brian Sommer grabbed a quiet room for an unscripted recap. There was a flurry of news at this show to make sense of, some of it NDA but most of it not. The guys were on the clock this time, with only 25 minutes to hit on the hottest issues from customers, partners, and Zoho leadership - not to mention Zoho fleshing out the "Zoho ERP" news. Brian had his infamous hand-scrawled notepad on the state of Zoho, and Jon walked listeners through Zoho's take on the changing risks of SaaS in the AI era. (This podcast was taped prior to Jon's last AI deep dives with Zoho in Austin, but there was plenty of AI content to discuss regardless). As always, catch Jon and Brian's recaps on diginomica.com for more background as they appear...
Welcome to the CanadianSME Small Business Podcast, hosted by Maheen Bari. In today's episode, we explore how AI, CRM, and security solutions are transforming business operations, with a closer look at Zoho's innovative offerings for the digital age. Our guest is Chandrashekar LSP, Managing Director of Zoho Canada. Chandrashekar shares how Zoho's deepened customer experience platform, AI-driven solutions, and the introduction of Ulaa Enterprise browser are empowering businesses to improve productivity, security, and privacy. Key Highlights CRM for Everyone: How Zoho makes CRM accessible to businesses of all sizes with generative AI and workflow orchestration. AI and Privacy: Zoho's approach to AI ensures privacy by not training models on consumer data. Ulaa Enterprise Browser: How Zoho's browser improves security while maintaining a user-friendly experience. CRM Across Departments: How shared CRM tools break down silos and enhance collaboration across departments. Reducing IT Overhead: How Ulaa Enterprise balances performance with security and reduces IT burden. Special Thanks to Our Partners: UPS: https://solutions.ups.com/ca-beunstoppable.html?WT.mc_id=BUSMEWA Google: https://www.google.ca/ A1 Global College: https://a1globalcollege.ca/ ADP Canada: https://www.adp.ca/en.aspx For more expert insights, visit www.canadiansme.ca and subscribe to the CanadianSME Small Business Magazine. Stay innovative, stay informed, and thrive in the digital age! Disclaimer: The information shared in this podcast is for general informational purposes only and should not be considered as direct financial or business advice. Always consult with a qualified professional for advice specific to your situation.
Chandreshkar LSP, managing director of Zoho Canada Zoho Canada's efforts to offer a comprehensive suite of online applications it calls a “business operating system” got a boost with the recent launch of new Payroll and Point of Sales modules designed for all of Canada's regions and regulations. In this edition of the podcast, we're joined by Chandrasekhar LSP, managing director for Zoho Canada, to discuss the company's new offerings and how Zoho views local investments as a global company. We also chat about the growth of the company's Canadian organization and the role of its in-country data centre. But it could be the launch of a mobile-first package for solopreneurs that's the surprise star of this group of releases for both the web-based business app vendor and its partners. LSP explains the partner opportunity around Zoho Solo.
Let's know what you liked and learnt! In this episode of the ContraMinds Timeless Wisdom series, Swami revisits his conversation with Kumar Vembu to explore how organisations can be intentionally designed to sustain employability. At the heart of the discussion is a powerful idea: culture is not an intention—it is the outcome of how work, stress, emotion, and decision-making are engineered.Drawing from his experience at GoFrugal Technologies and earlier at Zoho, Kumar explains how measuring daily happiness, building psychological safety, reducing unplanned work, and combining emotion with data can transform workplace engagement. This episode unpacks the systems, levers, and leadership behaviours that create resilient teams capable of thriving in demanding environments.5 Key Takeaways1. Culture Is Engineered, Not Announced: Organisational culture emerges from how everyday work, stress, and decisions are structured—not from vision statements.2. Happiness Is a Measurable Metric: Tracking daily emotional states reveals hidden friction and improves productivity.3. Psychological Safety Drives Engagement: Transparency, vulnerability, and admitting “I don't know” build trust and reduce stress.4. Planned Work Protects Self-Esteem: Reducing unplanned work prevents burnout and preserves employees' sense of ownership and dignity.5. Emotion First, Data Second: Feelings surface insights; data validates them—both together drive self-awareness and sustainable performance.
In today's Tech3 from Moneycontrol, we bring you a wrap from the India AI Impact Summit in Delhi. Venture Capitalist Vinod Khosla calls Emergent one of the fastest growing startups he has ever seen as it reportedly doubles ARR to $100 million in weeks. AI Coding firm Replit's CEO Amjad Masad spoke to Moneycontrol on India plans, AI bubble and Razorpay integration, Infosys cofounder Nandan Nilekani says AI is an execution risk not an opportunity gap, Zoho's Sridhar Vembu flags affordable AI momentum, Philips CEO Roy Jakobs highlight India's healthcare AI role, and Neysa's plans to use $1.2 billion to expand GPU infrastructure.
This week we talk about: Zoho WorkDrive: 6.0 Phase 1 Zoho Social: Social Wall Updates – January 2026 Zoho POS: Conflict Management, Discounts, & Register Enhancements Our Code Share, Read, Tip and Question of the Week Read the show notes: https://zenatta.com/episode-393/
This week we talk about: Zoho CRM: Radio Buttons and Numeric Range Sliders Zoho CRM: Introducing Record Category Zoho CRM: Uplifted Homepage Experience Our Code Share, Read, Tip and Question of the Week Read the show notes: https://zenatta.com/episode-392/
05 Feb 2026. It’s earnings season, and the CEO of Saudi low-cost carrier flyadeal joins us in the studio to walk through the airline’s latest numbers. NMDC has also posted record 2025 results and is now looking beyond the UAE, CEO Eng. Yasser Zaghloul tells us where next. Plus, software giant Zoho is building its own data centres in Dubai and Abu Dhabi, we find out what that really involves. Aldar Education partners with 450-year-old Rugby School to open a new Dubai campus. CEO Sahar Cooper joins us on why demand for premium education keeps rising.See omnystudio.com/listener for privacy information.
Scaling New Heights Podcast: Cutting Edge Training For Small Business Advisors
On this episode of the Woodard Report podcast, Heather speaks with David Leary about the biggest shifts shaping the accounting profession such as the rollback of the 150-hour CPA requirement and how alternative pathways are already boosting the pipeline of new accounting graduates. They also dig into what AI is actually good for (and where it still fails without strong firm processes and human oversight), plus why private equity in accounting can create serious conflicts of interest, particularly for assurance-related work. About David Leary David Leary is the Co-Founder and COO of Earmark. He is an innovative and influential force in the small business accounting world with over 22 years of QuickBooks experience. Learn more about Earmark Connect with David 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: New App! Zoho ERP Zoho CRM: Introducing Workqueue Zoho Analytics: January 2026 Updates Our Code Share, Read, Tip and Question of the Week Read the show notes: https://zenatta.com/episode-391/
In today's Tech3 from Moneycontrol, we track Mithun Sacheti's return to the jewellery sector as he explores a full acquisition of Orra Fine Jewellery. We also bring you Nandan Nilekani's warning on AI misuse and the risk of public backlash, Zoho's entry into the ERP market to challenge global giants, industry expectations from the Union Budget on semiconductors and AI, and Amazon's decision to cut 16,000 jobs in its latest round of restructuring.
Let's know what you liked and learnt! In this timeless conversation from 2021, Kumar Vembu reflects on how enduring organisations are built—not through control, pedigree, or process-heavy management, but through deep trust in people and an uncompromising belief in ownership. Drawing from his own journey and the early days of Zoho, he explains why academic excellence is a poor proxy for professional excellence, and how responsibility—when given early—can transform individuals into high-performing contributors.This episode unpacks what it truly means to design for ownership at scale. From trusting people from day one, to creating decision-makers instead of escalators, Kumar shares practical, culture-defining principles that help close the education–work gap and build organisations where people don't wait for permission—they take responsibility. This is a masterclass on leadership, culture, and long-term thinking. 5 Key TakeawaysTrust must come before performance:High-performing cultures are built by trusting people early—not after they've “proven” themselves.Academic success ≠ workplace effectiveness: Attitude, learning ability, empathy, and ownership matter far more than grades or fluency.Responsibility from day one accelerates growth: Treating people as professionals from their first day builds accountability faster than any training program.Ownership means solving problems, not escalating them: Mature organisations create decision-makers who bring recommendations, not just issues.Culture is shaped by daily signals, not slogans: Policies, feedback loops, retrospectives, and leadership behaviour quietly but powerfully define how people think and act.Listen to the full episode: Spotify | Apple Podcasts | YouTube
This week we talk about: Zoho Workplace: December 2025 Product Updates Zoho Voice: AI Call Intelligence Zoho Recruit: Block Candidate Management Our Code Share, Read, Tip and Question of the Week Read the show notes: https://zenatta.com/episode-390/
As WEF wraps up in Davos, Moneycontrol gets you the latest despatches from the event - find interviews with Infosys CEO Salil Parekh, Paolo Dal Cin (global lead for cybersecurity at Accenture) and Karnataka IB Minister MB Patil. In other news - the pressure continued on Indian stocks and the Rupee, local family run jewellery stores are feeling a liquidity squeeze, learn about the sweat and blood that went into making of the India-EU trade deal and how Ixigo was an unlikely gainer from IndiGo's crisis. Also inside: an interview with Zoho's Sridhar Vembu. Tune in!
In today's Tech3 from Moneycontrol, we bring you the biggest startup and technology stories shaping the day. Juspay becomes 2026's first unicorn after a $50 million funding round, signalling renewed momentum in fintech. Infosys outlines its plan to hire 20,000 fresh graduates in FY27, even as AI reshapes IT services. Accenture announces a new physical AI security lab in Bengaluru. And from Kumbakonam, we report on Zoho's expansion plans and the launch of its AI-native ERP platform.
WBSRocks: Business Growth with ERP and Digital Transformation
Send us a textEnterprise software vendors are tightening execution around AI enablement, workflow depth, and operational recovery rather than pursuing broad platform reinvention. Acquisition activity—from Sage moving to acquire Fyle, to SYSPRO acquiring DATASCOPE, Zendesk completing its acquisition of HyperArc, and Contentsquare acquiring Loris AI—signals a continued emphasis on capability-led expansion tightly aligned to core use cases. In parallel, AI product announcements from NetSuite, Sage Intacct, Zoho, and Zendesk emphasize connectors, agents, and embedded intelligence designed to improve productivity within existing workflows rather than displace them. Finally, the case of AAON underscores the operational reality behind these trends: ERP value is ultimately realized not through announcements or AI features alone, but through disciplined execution, stabilization, and long-term operational turnarounds—particularly in complex manufacturing environments where recovery often matters more than rapid transformation.In today's episode, we invited a panel of industry analysts for a live discussion on LinkedIn to analyze current enterprise software stories. We covered many grounds including the direction and roadmaps of each enterprise software vendors. Finally, we analyzed future trends and how they might shape the enterprise software industry.Video: https://www.youtube.com/watch?v=uOdEBRue0MMQuestions for Panelists?
This week we talk about: Zoho CRM: Business Day Logic Fix for More Accurate Workflow Scheduling Zoho Contracts: Intake Forms for Structured Contract Requests Zoho Sheet: Simplified Data Entry, Forms, & Collaboration Workflows Our Code Share, Read, Tip and Question of the Week Read the show notes: https://zenatta.com/episode-389/
Greetings Glocal Citizens! This week on the podcast, I was thrilled to have been able to take advantage of the fact that this week's guest and I were on the same timezone because he's literally moving and shaking across Africa and the Middle East full time. Since he last joined us in early 2020, Oswald Osaretin Guobadia has stepped into multiple new roles on top of being an entrepreneur. This includes more roles on boards, becoming a published author--his book In Pursuit - Journeys in African Entrepreneurship, chronicles the journeys of two friends whose experiences in America shaped their approach to starting their own businesses in Nigeria; and a tireless champion for African innovation. Today, Oswald is a senior policy advisor and digital strategy leader with over 25 years building infrastructure and shaping transformative policy across Africa. He is Managing Partner at DigitA, where, since 2023 he has guided projects and policy innovations that have created impact in countries across Africa, helping to set the pace for inclusive digital development and entrepreneurial growth. Oswald's advisory reach includes serving presidential offices, leading government agencies, collaborating with multilateral partners, and forging public–private partnerships to help build resilient infrastructure and regulatory frameworks. As Senior Special Assistant on Digital Transformation to the President of Nigeria, he steered Nigeria's largest startup policy rollout, including the acclaimed Nigeria Startup Act—widely recognized as a benchmark for digital economies. He has shared his insights at TEDx, the United Nations General Assembly, BBC Africa, CNBC Africa, and the Wharton Africa Business Forum, and has graced numerous influential panels and stages globally. He believes, “the next startup to impact the world will start in an African village,” and in this conversation you'll start to understand how this belief is daily practice. Where to find Oswald? On Glocal Citizens On LinkedIn On Instagram On Medium What's Oswald reading? Ths Four by Scott Galloway Dream Count by Chimamanda Ngozi Adichie AI 2041 by Kai-Fu Lee and Chen Qiufan Other topics of interest: About the Benin Kingdom UNDP Timbuktu Policy Approach Digitization vs Digitalization What is Zoho? On Digital EstoniaSpecial Guest: Oswald Oseratin Guobadia.
This week we talk about: Zoho CRM: Kiosk Studio Real-Time Data Capture and Client Script Enhancements Zoho Bookings: Pages now customizable with CSS Zoho Desk: Zoom Meeting Integration Our Code Share, Read, and Tip of the Week Read the show notes: https://zenatta.com/episode-388/
Artificial intelligence adoption is accelerating without formal ownership as employees, customers, and patients integrate AI tools into daily decisions. Surveys from Gallup show 45% of U.S. employees use AI at work at least occasionally, while research cited by OpenAI indicates roughly 60% of American adults recently used AI for health-related questions. Zoho and Arion Research report that 41% of organizations have strengthened privacy measures after adopting AI, reflecting growing concern about data exposure and accountability. For MSPs, the shift places liability closer to the systems being used rather than the vendors supplying them.Trust in digital media is also eroding as AI-generated content becomes harder to distinguish from authentic material. Instagram CEO Adam Mosseri states that assuming photos or videos reflect real events is no longer reliable and suggests verification at the point of capture rather than labeling generated content. This approach reframes trust as a technical system rather than a social assumption. For IT providers, the issue extends beyond social platforms to security footage, compliance evidence, training data, and any asset where authenticity must be demonstrated.At the same time, automation and AI training are converging on the same constraint: expert judgment. HireArt's 2025 AI Trainer Compensation Report shows subject-matter experts earning $60 to more than $180 per hour, compared with under $20 for generalist data labelers, reflecting the cost of errors in regulated or technical fields. Kaseya's 2025 EMEA MSP Benchmark Report finds that while nearly 75% of MSPs expect revenue growth, 45% face staffing and skills shortages, increasing reliance on automation built on accurate data and curated exceptions.Major vendors are embedding judgment directly into platforms. ServiceNow's planned $7.75 billion acquisition of Armis expands asset classification and risk scoring within workflows. Freshworks' acquisition of FireHydrant integrates AI-driven incident management into ITSM. Google Cloud's revamped Partner Network shifts incentives toward outcome-based tiers beginning in 2026. For MSPs and IT service leaders, these moves concentrate responsibility around interpretation, governance, and accountability, even as tools increasingly define risk and success.Four things to know today00:00 Surveys Show AI Adoption Is Happening Without Ownership as Employees, Customers, and Patients Lead Usage04:50 Instagram's CEO Says Trust Is No Longer Assumed as AI Forces Proof-of-Reality Models07:22 AI and MSP Automation Are Converging on the Same Bottleneck: Expert Judgment09:52 Vendors Shift From Tools to Judgement as ServiceNow, Freshworks, and Google Cloud Embed Risk, Incidents, and Outcomes This is the Business of Tech. Supported by: https://scalepad.com/dave/
On this episode, Pete and Julie share a special announcement and proudly unveil a new marquee sponsorship initiative to fuel the podcast's next wave of growth! Join HR & Payroll 2.0 in welcoming the cohort of brands that will power the show's educational content ad-free in 2026: G-P (Globalization Partners) is the recognized leader in global employment, ranked No. 1 in every industry analyst report. G-P's global employment platform delivers everything companies of all sizes need to manage the full employee lifecycle with its trusted Global HR Agent, G-P Gia™, and AI-powered Employer of Record (EOR) and Contractor products. G-P supports teams in 180+ countries with more than a decade of global employment experience, the largest team of in-country HR, legal, and compliance experts, and its unmatched proprietary knowledge base. OneSource Virtual (OSV) delivers in-tenant technology and expert services to automate the administrative, transactional tasks of payroll, taxes, accounts payable, benefits, and earned wage access within Workday while ensuring compliance. OSV has worked exclusively with Workday customers for the past 15 years, with a services team that averages 10 years of Workday experience in addition to 20 years of industry experience. With over 1,400 customers, 95 percent retention, and $200 billion in treasury movement annually, OSV helps organizations take their teams from transactional to transformational. With 55+ apps in nearly every major business category, Zoho Corporation is one of the world's most prolific technology companies. Headquartered in Austin, Texas, with international headquarters in Chennai, India, Zoho is privately held and profitable with more than 18,000 employees. 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
This week we talk about: Zenatta 2025 Highlights 2025 Year In Review 6th Annual Zenmy Awards Read the show notes: https://zenatta.com/episode-387/
Fin décembre 2025 : place au bilan de Comment t'as fait ?
This week we talk about: New App: Zoho Spend, Effective Business Spend Management Zoho CRM: CRM x WorkDrive, WorkDrive-Powered File Storage Zoho Desk: Mass Reply Adds Email Templates & Snippets Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-386/
Stuck waiting for your platform's marketplace to send you your next lead? In this episode, I break down the three traps that keep SaaS partners grinding on low-margin implementations, and what happened when a Monday.com partner finally made the WHO and WHAT decisions he'd been avoiding. We dig into how he went from competing on price with thousands of other partners to closing his biggest deal ever by selling outcomes instead of configurations. If you're a Salesforce, Zoho, or HubSpot partner who's tired of being at the mercy of algorithm changes, this one shows you what it looks like to own your pipeline.Resources and LinksApply for a Multiplier CallPrevious episode: 654 - How to Build Automations That Actually Scale With Your Business with Jared WeissCheck out more episodes of the Paul Higgins PodcastSubscribe to our YouTube channel: @PaulHigginsMentoringJoin our newsletterSuggested resources
This week we talk about: Zoho CRM: Auto-Invite Rules for Portal User Access Zoho Bigin: Introducing Zoho MCP for Bigin Zoho Desk: Record History and Ticket Interaction Tab Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-385/
This week we talk about: Zoho CRM CPQ: Zia-Powered Config Suggestions & Advanced Price Rule Criteria Zoho FSM: Full Telephony Support Arrives Zoho Analytics: November 2025 Feature Expansion Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-384/
Neste episódio do Vamos de Vendas, mergulhamos em um dos temas mais estratégicos da atualidade: por que reter clientes é o novo CAC — e como empresas de alto crescimento estão redesenhando seus processos para escalar receita com eficiência, previsibilidade e foco no sucesso do cliente. Recebemos Donna Weber, referência global em Customer Success e autora de Onboarding Matters, e Vijay Sundaram, Chief Strategy Officer da Zoho Corporation, para uma conversa profunda sobre como tecnologia, processos e cultura transformam a forma como organizações crescem.A discussão explora a mudança de mentalidade que está redefinindo vendas e pós-vendas: sair da obsessão por aquisição e adotar a retenção como principal motor de lucratividade. Donna revela por que o onboarding estruturado é o ponto crítico para reduzir churn e acelerar o tempo até o primeiro valor, enquanto Vijay compartilha a visão estratégica da Zoho sobre crescimento sustentável, eficiência e como dados bem orquestrados tornam a receita recorrente muito mais previsível.Falamos também sobre os erros mais comuns na tentativa de “automatizar” retenção, os limites entre boa tecnologia e má execução, e por que empresas que realmente retêm clientes tratam retenção como uma responsabilidade compartilhada entre vendas, marketing, produto e suporte — e não como um departamento isolado.O episódio traz, ainda, insights práticos sobre métricas, antecipação de riscos, oportunidades de expansão dentro da base atual e tendências emergentes em tecnologia para RH e Customer Success. Você vai entender como líderes comerciais podem usar dados, rituais e processos inteligentes para construir relacionamentos de longo prazo e potencializar lifetime value com muito mais assertividade.Uma conversa indispensável para quem quer evoluir seu modelo de vendas, reduzir custos, aumentar receita e construir operações realmente sustentáveis.
Watch the YouTube version of this episode HEREIn this episode, host Tyson Mutrux shares his top tools, gadgets, and resources that boost his productivity and well-being. Covering everything from health aids like the Chirp Wheel and Back Pod, to office and recording gear, AI-powered software, and business management platforms, Tyson offers practical recommendations for both personal and professional use. Listen in for actionable insight to streamline workflows and enhance daily operations.1:06 Health and Wellness Tools3:02 Google Docs Dark Mode and Chrome Extensions6:42 Microphone Accessories and Lighting8:37 Favorite AI Tools and Browsers14:30 Zoho and Case Management Software16:36 Notebook LM and Video Transcription Tools17:34 Presentation and Video Editing Tools18:36 Agent Building Platforms and Communication Tools21:27 Automation and Whiteboard Tools23:41 Trial Resources and Background Research Key Takeaways:Health and wellness tools for back and rib pain reliefOffice and recording equipment for video production and podcastingSoftware and AI tools for productivity and organizationCommunication tools for team collaboration and messagingData analysis and insights toolsPresentation and video content creation toolsWorkflow automation and integration solutionsFinancial management tools for expense trackingLanguage interpretation services for multilingual needsResources for improving writing and sales skillsTune in to today's episode and checkout the full show notes here.
This week we talk about: Zoho CRM: Smart Prompt Adds Record Assistant & New LLM Options Zoho CRM: Zero-Shot Field Prompting Added to Zia ICR Zoho CRM: Zia Competitor Alerts Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-383/
Zoho brought major updates to Canada at Zoholics 2025. This episode breaks down the new announcements, Zoho's AI roadmap, data sovereignty commitments, and the rapid growth of Zoho Workplace with insights from Zoho leader Rakeeb Rafeeque.Marc sits down with Rakeeb Rafeeque, Head of Market Strategy for Zoho Workplace, following Zoholics 2025 in Toronto. Workplace has seen significant growth this year, including major enterprise and government deployments across India, LATAM, Europe, and the Middle East. Rakeeb explains how data sovereignty, privacy rules, and local data centers are shaping Zoho's global expansion and why customers value certainty over where their information lives.The conversation explores Zoho's focused approach to AI, including Zia LLM, a business-oriented language model built to work inside Zoho's ecosystem without training on customer data. Rakeeb outlines how customers use Zia to pull insights across email, chat, files, CRM notes, and voice recordings to prep for meetings and manage workflows.He also discusses customer demand for interoperability between Zoho and Microsoft Teams, which is critical during long enterprise migrations. Rakeeb reflects on ten years at Zoho, the company's long-term philosophy, and why AI is about to reshape workplace interfaces across email and chat. He shares what makes Zoholics Canada stand out and why Canadian users are some of Zoho's most engaged and prepared customers. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
This week we talk about: Zoho One: #ZO25 New User Interface Zoho FSM: Multi-Asset Support for Work Orders & Appointments Zoho Projects: User-Based Workflow Rules & Webhooks Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-382/
De passage à l'édition 2025 de Zoholics Toronto, j'ai discuté avec le consultant Anwar Khoja qui m'a expliqué pourquoi selon lui Zoho séduit de plus en plus les PME québécoises, notamment grâce à son prix abordable, son vaste éventail d'applications et l'hébergement désormais local des données. Il décrit une plateforme en évolution constante, qui ajoute chaque année de nouveaux outils, y compris cette année, un systême de paie canadienne. Pour lui, le CRM reste la porte d'entrée incontournable, tant pour structurer les relations clients que pour centraliser l'information. Une vision concrète d'un écosystème qui s'impose doucement comme une alternative crédible aux géants américains. Note de transparence : Zoho m'a invité à assister à l'événement à Toronto afin de couvrir les annonces présentées.
This week we talk about: Zoho CRM: Client Script Support for Canvas List Pages and Notes Zoho POS: October 2025 Updates Zoho Desk: Zia Actions for AI-Powered Workflow Automation Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-381/
"Too many American subs dominate this market. Eighty percent of what we buy is from American companies. We wanna reverse that. We wanna make 80 percent of what we buy from Canadian companies. So we frankly don't care what we do as long as we are a Canadian defence company." Dominion Dynamics founder and CEO Eliot Pence wants to build Canada's first "defence prime." On this episode of The BetaKit Podcast, he explains why defence tech matters to Canadian innovation and the future of the country before digging into the recent federal budget commitments. Recorded live on the BetaKit Keynote Stage at SAAS NORTH. 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 2025, is coming November 18-19 at the Toronto Congress 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. Visit https://events.zoho.com/ZoholicsCanada2025 to learn more and secure your spot. Related links: #Budget2025 hints at full scope of federal government's defence agenda
The US Senate takes the first step to ending the government shutdown, and COP30 climate talks kick off in Brazil. Plus, stricter regulation puts the squeeze on Switzerland's prized finance sector. And, can Indian Prime Minister Narendra Modi's push to counter US tariffs help Zoho truly rival Whatsapp?Mentioned in this podcast:US senators strike deal in first step to ending government shutdownThe world is struggling to halt climate change. But can it adapt?Swiss finance shrinks as regulators tighten grip on prized sector India boosts homegrown WhatsApp rival in tech nationalism driveThe 900-page book that China watchers count onToday's FT News Briefing was produced by Nisha Patel, Sonja Hutson and Victoria Craig. Our show was mixed by Alexander Higgins. Additional help from Peter Barber. The FT's acting co-head of audio is Topher Forhecz. The show's theme music is by Metaphor Music. Hosted on Acast. See acast.com/privacy for more information.
This week we talk about: Zoho CRM: Timeline Tracking for Imports and Bulk Write API Zoho Bigin: Draft and Schedule Emails Zoho Desk: Zia Insights Now in IM Inbox Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-380/
It's a power-packed post-Budget panel podcast featuring a plethora of Canadian policy wonks! Vass Bednar (Canadian SHIELD Institute), Benjamin Bergen (CCI), and Jaxson Khan (Aperture AI) join to explore the story Budget 2025 tells of Canada, and what juicy nuggets of tech policy and financial commitments need to be dunked in the dipping sauce of greater detail. Let's dig in! 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 2025, is coming November 18-19 at the Toronto Congress 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. Visit https://events.zoho.com/ZoholicsCanada2025 to learn more and secure your spot. Related links: What's in #Budget2025 for Canadian tech? After years of disappointment and delay, #Budget2025 commits to a "competitive and innovative" financial system #Budget2025 hints at full scope of federal government's defence agenda Canadian tech sees #Budget2025 as "about-face" from last government's stance on business
Scaling New Heights Podcast: Cutting Edge Training For Small Business Advisors
On this episode of the Woodard Report podcast, Joe and Heather talk about the evolving accounting landscape including Anderson Group's bold IPO and Carbon's acquisition of AIDER AI. What do these moves signal about automation, workflow convergence, and private equity's growing influence? Current events — Tax firm Andersen to file publicly for IPO as soon as this week Karbon acquires Aider to deliver the future of AI-powered accounting and bookkeeping TV/Movie quote of the week — Heather mentioned the movie "The Greatest Showman" Joe mentioned both "Dune Prophecy" and "Lost in Space" Excellent things we learned — Magical AI: the text expander Member spotlight — Beth Whitworth presented by Kim Petro, Practice Advancement Coach at Woodard The Woodard Report article of the week — Confronting Self-Doubt: Accountants' Edge in an AI World 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 CRM: Workflow and Actions APIs Released Zoho Analytics: October 2025 Updates Zoho Desk: Incoming Threads Report Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-379/
This week we talk about: Zoho Workplace: Upcoming AI Features Preview Zoho Desk Mobile: AI-Powered Reply Assistance and Message Refinement Zoho CRM: August 2025 Community Digest Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-378/
In this episode, we dive into the often-overwhelming world of building a tech stack for your coaching business! We know the thought of sorting through all the technology options can make your eyes glaze over, but fear not! We break it down into manageable pieces, discussing everything from accounting software to payment processors, calendaring systems, and even email marketing tools. Adding tech to your process should save you time and money, not cause you headaches and cost you cash. Our goal is to help you streamline your processes so you can focus on what you do best – coaching! Are you ready to take your coaching business to the next level? Listen in as we share our personal experiences with different tools and provide recommendations that can help you build a solid tech foundation for a thriving coaching practice.
Send us a textIn this episode, we explore how to effectively implement AI in your growth marketing strategy to streamline operations, enhance engagement, and drive measurable ROI. From using AI-powered CRMs like HubSpot and Zoho to automate campaigns and segment audiences, to leveraging chatbots, predictive analytics, and AI-driven SEO tools, the episode breaks down how to integrate machine learning and automation for smarter marketing execution. You'll learn practical applications of tools like Jasper, Canva Magic Studio, Looka, and SmartBot360, as well as HIPAA-compliant messaging platforms for healthcare practices. Whether you're looking to optimize digital ads, personalize patient communication, or boost retention through automation, this episode reveals a clear roadmap to modernizing your marketing ecosystem with AI for sustained business growth.Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today's business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast. Get In Touch With MePodcast Website: https://www.privatepracticesurvivalguide.com/LinkedIn: https://www.linkedin.com/in/brandonseigel/Instagram: https://www.instagram.com/brandonseigel/https://wellnessworksmedicalbilling.com/Private Practice Survival Guide Book
This week we talk about: Zoho CRM: Setup Menu Enhancements for CRM for Everyone Zoho Social: The Social Wall September 2025 Updates Zoho Desk: Qwen and Ticket-Based Article Generation Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-377/
Host Frank Sohn welcomes Marc de Mey of Merkato Group—the team behind Merkato CPQ and brands Quootz, CPQ Belgium, Sell It Easy, CPQing Solutions, and DOK.legal. Marc shares his path from aircraft mechanics to CPQ leadership and explains how Merkato's low-code/no-code, API-first, headless architecture helps manufacturers move from complex requirements to accurate quotes fast. We compare hands-off vs. hands-on implementation models across the group, and why an external ecosystem of Merkato experts accelerates adoption. You'll hear practical integration patterns with Salesforce, SAP, Epicor, Infor, Odoo, Zoho and CAD tools like PTC Creo and Solidworks. We also cover three buying drivers—capturing hard product knowledge, creating a single source of truth that eliminates double entry, and delivering modern visualization. Best for manufacturers, OEMs, distributors, and EPCs (50–1000 employees), primarily in Europe but with global reach.
In this powerful episode, Joshua Moroles sits down with Tejano icon #BobbyPulido, who's now stepping into a new chapter as a candidate for #Texas15thCongressionalDistrict.
Why you should listenGeorge Easton shares his journey from executive recruiter to building North America's largest Zoho partner by headcount (60 team members), offering invaluable lessons for scaling service-based businesses.Learn his "full-cycle business management consultancy" model that serves manufacturing, legal, healthcare, and home services - and why being the "chocolate wheel" beats being a specialist.Discover how to transition from subcontractor-heavy operations to employee-focused teams, and why George wishes he'd made this switch earlier for better consistency and work quality.You're trapped between two impossible choices: stay laser-focused on one niche and miss opportunities, or spread yourself thin trying to serve everyone. You watch competitors win deals because they can handle the client's entire tech ecosystem while you're stuck explaining why they need multiple vendors. In this episode, I talk with George Easton from Ion8, who solved this dilemma by creating a "full-cycle business management consultancy" model. We discuss how he built North America's largest Zoho partner team, his middleware-first approach to connecting systems, and why he pivoted from subcontractors to employees for better client outcomes. Join us to learn how to build a scalable consultancy that serves clients across their entire technology ecosystem without becoming a jack-of-all-trades.About George EastonGeorge Easton is the CEO and Founder of ion8.net, North America's largest Zoho partner with nearly 60 staff operating virtually across seven countries. He's transformed what began as a marketing firm into a global "full-cycle business management consultancy" that serves as a comprehensive external operations partner for SMEs with 500 or fewer employees. George identified a critical market gap: businesses prefer one accountable partner over multiple specialized vendors.His entrepreneurial journey spans over two decades, from achieving top performer status at IBM Canada (exceeding quota by 100%+) to pioneering sports analytics at SportRFID with patented technology deployed across North American and European ski resorts. George is the product visionary behind ion8's proprietary middleware portfolio, including AI-powered call management and CRM integration tools. With credentials from Stanford University's Venture Lab, he's built his reputation on a proven methodology: implement scalable systems first, then apply targeted growth strategies to transform vendor relationships into strategic partnerships.Resources and Linksion8.netGeorge's LinkedIn profileN8nManusPrevious episode: 636 - The Systematic Approach to Building Bigger AI Consulting Deals with Taireez NiswanderCheck out more episodes of the Paul Higgins PodcastSubscribe to our YouTube channel: @PaulHigginsMentoringJoin our newsletterSuggested resources