

WBSRocks: Business Growth with Enterprise Software and Digital Transformation
Sam Gupta
WBSRocks podcast features in-depth conversations on customer experience, digital transformation, supply chain, eCommerce, industry 4.0, and enterprise software categories such as CRM, ERP, or analytics suites. The purpose of the show is to help CFOs, COOs, CEOs, and business owners with their daily commercial, operational, or financial challenges by taking a deep dive into business cases and processes, technology strategy and architecture, transformation initiatives, and business models. The show also offers an independent analysis of technology trends, various enterprise software vendors and solutions, and their mergers and acquisitions. Subscribe today to stay on top of digital transformation trends!
Episodes
Mentioned books

Nov 3, 2025 • 18min
WBSP783: Grow Your Business by Learning the Top 10 Non-Profit CRMs in 2025 w/ Sam Gupta
 Send us a textThe CRM requirements of nonprofits are uniquely mission-driven, extending well beyond conventional sales and customer engagement functions. Unlike commercial enterprises, these organizations must manage complex relationships with a diverse set of stakeholders—including donors, volunteers, members, partners, and beneficiaries—each with distinct interaction and reporting needs. Core capabilities such as donation lifecycle management, pledge tracking, campaign segmentation, and impact measurement are essential to sustaining transparency and trust. Nonprofits also rely heavily on integrations with fund accounting systems and marketing automation tools to maximize limited resources while maintaining accountability to donors and regulators. Given their dependence on public and grant funding, robust data governance and auditability are non-negotiable. A CRM that aligns with the nonprofit operational and compliance model is not just a tool for engagement—it’s the backbone for mission execution, resource optimization, and long-term sustainability.In this episode, our host Sam Gupta discusses the top 10 Non-Profit CRMs in 2025. He also discusses several variables that influence the rankings of these Non-Profit CRMs. Finally, he shares the pros and cons of each CRM system.Background Soundtrack: Away From You – Mauro SommFor more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.  

Oct 28, 2025 • 1h 3min
WBSP782: Grow Your Business by Learning from Enterprise Software Stories - Jun 2025, Ep 22, an Objective Panel Discussion
 Send us a textThe enterprise technology landscape continues to accelerate toward AI-driven transformation and vertical specialization, with a surge of strategic partnerships, product launches, and acquisitions reshaping the ecosystem. TELUS Digital’s acquisition of Gerent strengthens its Salesforce consulting depth, while AppDirect’s purchase of Broker Online Exchange marks an ambitious expansion into energy procurement—blurring the lines between technology marketplace and industry operations. Appian’s Connected Claims 2.0 redefines insurance process automation through AI, and Celonis’ partnership with Peech introduces a groundbreaking solution aimed at reducing retail perishables loss using real-time intelligence. Meanwhile, HCLTech and UiPath’s collaboration focuses on scaling agentic automation across global enterprises, underscoring how automation is evolving into an enterprise-wide capability. On the innovation front, LuminX’s $5.5 million seed funding highlights growing investor confidence in emerging AI players, and Priority Software’s launch of aiERP reflects the movement toward embedded intelligence at the ERP layer. Complementing this, Progress Software’s AI-powered developer tools and Sage’s AI Supply Chain Intelligence for SMBs show that across functions—from supply chain to software development—AI is becoming the defining force driving efficiency, adaptability, and competitive advantage.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.Background Soundtrack: Away From You – Mauro SommFor more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.  

Oct 27, 2025 • 15min
WBSP781: Grow Your Business by Learning the Top 10 Large Company CRMs in 2025 w/ Sam Gupta
 Send us a textThe CRM needs of large enterprises are shaped by scale, complexity, and stringent governance demands that go far beyond what smaller organizations require. These businesses operate across multiple geographies, currencies, and regulatory environments, making territory management, multi-level forecasting, and compliance core to their CRM strategy. Unlike smaller firms that prioritize ease of use, large enterprises demand robust systems capable of managing global data consolidation, advanced security, and enterprise-grade scalability. Their CRMs must seamlessly integrate with ERP, CPQ, marketing, and analytics ecosystems while maintaining strict data sovereignty and access control standards. With decision-making dispersed across regions and divisions, AI-driven insights, predictive forecasting, and centralized reporting become essential. Ultimately, for large enterprises, a CRM is not just a sales tool—it’s a governance and intelligence engine powering global alignment, operational efficiency, and strategic execution.In this episode, our host Sam Gupta discusses the top 10 Large Company CRMs in 2025. He also discusses several variables that influence the rankings of these Large Company CRMs. Finally, he shares the pros and cons of each CRM system.Background Soundtrack: Away From You – Mauro SommFor more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.  

Oct 21, 2025 • 1h 2min
WBSP780: Grow Your Business by Learning from Enterprise Software Stories - Jun 2025, Ep 21, an Objective Panel Discussion
 Send us a textThe enterprise software ecosystem is undergoing another wave of AI-driven transformation, with vendors and service providers racing to redefine customer intelligence and automation capabilities. Gainsight’s debut of Atlas, a suite of AI agents, and Similarweb’s launch of its own AI agent collection both signal a shift toward modular, intelligent ecosystems that automate customer insights and engagement. Complementing this, Snowplow introduced Snowplow Signals—a real-time customer intelligence infrastructure designed to power next-generation, AI-enhanced products. On the acquisition front, Invoca’s purchase of Symbl.ai strengthens its conversational analytics capabilities, while Salesforce’s planned acquisition of Informatica underscores its commitment to deepening data integration and intelligence at scale. Meanwhile, TELUS Digital’s acquisition of Gerent, a Salesforce-focused consultancy, highlights how implementation partners are becoming increasingly strategic in this evolving, AI-first landscape where intelligence infrastructure is the new competitive battleground.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.Background Soundtrack: Away From You – Mauro SommFor more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.  

Oct 20, 2025 • 20min
WBSP779: Grow Your Business by Learning the Top 10 Mid-Sized CRMs in 2025 w/ Sam Gupta
 Send us a textThe mid-market CRM buyer occupies a distinct and often underestimated space between simplicity and scale. Unlike startups that seek rapid deployment or small businesses focused on cost efficiency, mid-sized organizations require systems that can support growing operational complexity without the burden of enterprise-grade bureaucracy. Their CRM priorities revolve around robust workflow automation, stronger data security, and cross-departmental collaboration across sales, marketing, service, and operations. With multiple product lines or regional divisions, they need a platform that offers deeper analytics, moderate ERP or CPQ integration, and flexible reporting capabilities for managerial insight and planning. Yet, they’re not contending with the global consolidation, multi-currency, or data sovereignty challenges faced by large enterprises. Instead, their goal is to scale efficiently—to deploy a CRM that’s powerful enough to grow with the business but still agile enough to adapt quickly to evolving market and organizational dynamics.In this episode, our host Sam Gupta discusses the top 10 Mid-Sized CRMs in 2025. He also discusses several variables that influence the rankings of these Mid-Sized CRMs. Finally, he shares the pros and cons of each CRM system.Background Soundtrack: Away From You – Mauro SommFor more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.  

Oct 14, 2025 • 1h 2min
WBSP778: Grow Your Business by Learning from Enterprise Software Stories - Jun 2025, Ep 20, an Objective Panel Discussion
 Send us a textThe enterprise software landscape in 2025 continues to evolve at a breakneck pace, marked by a surge of strategic acquisitions, partnerships, and AI-driven innovations. Acumatica’s acquisition by Vista Equity Partners signals a new phase of investment and potential scaling for the mid-market ERP leader. Meanwhile, alliances like Capgemini’s expanded collaboration with Mistral AI and SAP, and SAP’s new partnership with Alibaba Group, underscore the growing importance of regional and AI-native synergies. On the AI front, DataRobot’s open-source framework for agentic workflows and Deloitte’s launch of a Global Agentic Network both highlight the race to operationalize autonomous digital workforces. Product innovation also remains intense: Snyk’s AI Trust Platform, Gainsight’s Atlas, and Similarweb’s AI Agent collections illustrate how vendors are embedding intelligence across ecosystems. Complementing this trend, Invoca’s acquisition of Symbl.ai and Salesforce’s plan to acquire Informatica show how data and conversational intelligence are becoming central to customer engagement strategies. Even digital service providers like TELUS Digital are doubling down on CRM-centric growth through the acquisition of Gerent, reflecting how every layer of the enterprise stack is being redefined by AI and data infrastructure convergence.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.Background Soundtrack: Away From You – Mauro SommFor more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.  

Oct 13, 2025 • 29min
WBSP777: Grow Your Business by Learning the Top 10 CRMs For Small Businesses in 2025 w/ Sam Gupta
 Send us a textUnlike startups prioritizing rapid deployment and simplicity, small businesses now seek consistency in customer data, light automation, and limited but meaningful integrations—often with accounting or marketing systems. Their CRM expectations include emerging needs for security, role-based access, and reporting maturity without the overhead of enterprise-grade tools. In compiling our 2025 rankings, we analyzed each vendor’s product share, roadmap alignment, and community ecosystem while factoring in win rates, investor confidence, and innovation direction. The resulting list identifies platforms purpose-built for small businesses—solutions that deliver process efficiency, automation, and integration depth without sacrificing ease of use or affordability.In this episode, our host Sam Gupta discusses the top 10 CRMs for small businesses in 2025. He also discusses several variables that influence the rankings of these CRM systems for small businesses. Finally, he shares the pros and cons of each CRM system.Background Soundtrack: Away From You – Mauro SommFor more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.  

Oct 7, 2025 • 1h 2min
WBSP776: Grow Your Business by Learning from Enterprise Software Stories - May 2025, Ep 19, an Objective Panel Discussion
 Send us a textThe enterprise technology landscape in 2025 is marked by accelerating AI adoption, strategic partnerships, and expanded automation capabilities across industries. Velixo secured a Series A investment from Elephant to fuel growth in financial reporting automation, while FloQast launched auditable AI agents aimed at addressing the growing talent gap in accounting and finance. Infor and Kinaxis announced a new partnership to enhance AI-driven supply chain collaboration, and Pegasystems introduced an AI-powered solution tailored for governance agencies. Planview unveiled several upcoming product enhancements focused on strategic portfolio management, while Rimini Street rolled out new Workday-centric services to strengthen support options for enterprise clients. SAP introduced its Omnichannel Sales Transfer and Audit solution to drive transparency across sales operations, UiPath expanded its testing toolkit with advanced AI agents, and Workato acquired DeepConverse to bring conversational intelligence into its automation platform—collectively signaling that enterprise software innovation is converging around intelligent, interconnected, and highly automated ecosystems.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.Background Soundtrack: Away From You – Mauro SommFor more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.  

Oct 6, 2025 • 25min
WBSP775: Grow Your Business by Learning the Top 10 CRMs for Startups in 2025 w/ Sam Gupta
 Send us a textWhen assessing the Top 10 CRMs for Startups in 2025, it’s important to establish a clear definition of what constitutes a startup and how its needs differ from larger organizations. In this context, startups are typically companies with fewer than 20 employees or less than $10 million in annual revenue—businesses still shaping their go-to-market models and refining repeatable sales and marketing processes. These organizations are usually founder-led, with lean operational structures and limited departmental specialization, which means their CRM requirements prioritize simplicity, affordability, and rapid deployment over complex integrations or deep customization. Unlike mid-market or enterprise firms, startups need tools that deliver immediate visibility and momentum without requiring heavy IT involvement or long implementation cycles.In this episode, our host Sam Gupta discusses the top 10 CRMs for Startups in 2025. He also discusses several variables that influence the rankings of these CRM systems for startups. Finally, he shares the pros and cons of each CRM system.Background Soundtrack: Away From You – Mauro SommFor more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.  

Sep 30, 2025 • 59min
WBSP774: Grow Your Business by Learning from Enterprise Software Stories - May 2025, Ep 18, an Objective Panel Discussion
 Send us a textThe enterprise software ecosystem continues to evolve rapidly as vendors double down on AI, automation, and data-driven orchestration across business functions. Nintex unveiled new generative AI capabilities to enhance business automation, while Circana introduced its Liquid Supply Chain solution to drive agility and responsiveness in complex networks. CloudBolt extended its optimization capabilities to Kubernetes through the acquisition of StormForge, signaling a stronger focus on cloud efficiency. Kinaxis partnered with Databricks to accelerate AI-powered supply chain orchestration and also announced a collaboration with Infor, further expanding its ecosystem reach. Rootstock’s Spring ’25 release reimagined the modern ERP experience for manufacturers, and Tempo launched a Strategic Portfolio Management platform to strengthen business alignment. Meanwhile, Tricentis rolled out new testing innovations in its spring update, Velixo secured Series A funding from Elephant to fuel growth, and FloQast introduced auditable AI agents to help finance teams bridge the growing talent gap—illustrating how innovation is reshaping every layer of the enterprise stack.In today's episode, we invited a panel of industry analysts for a live discussion on LinkedIn to analyze current enterprise software stories. We covered many grounds including the direction and roadmaps of each enterprise software vendors. Finally, we analyzed future trends and how they might shape the enterprise software industry.Background Soundtrack: Away From You – Mauro SommFor more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.  


