Send us a textIn this video, we dive into the top 10 CRM systems for mid-sized not-for-profit organizations in 2024, tailored to meet the unique demands of this sector. Typically ranging from 100 to 1,000 employees, mid-sized not-for-profits manage numerous customer-centric touchpoints across email, websites, call centers, and field services. Unlike smaller entities that may rely on simpler CRM solutions, mid-sized organizations handle more substantial donors and complex operational frameworks, necessitating advanced CRM features like enhanced security, hierarchical workflows, and robust data management. Despite these needs, they often operate within budget and IT resource constraints, making it essential to select CRMs with pre-built functionality rather than fully customized setups.In this episode, our host, Sam Gupta, discusses the top 10 Mid-Sized Non-Profit CRMs in 2024. He also discusses several variables that influence the rankings of these CRM systems. 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. 

Send us a textWhen evaluating the CRM requirements for small not-for-profit organizations as compared to startups, it's essential to note the distinctions in resources, scale, and operational needs. Startups often operate on lean teams with virtually no budget for CRM implementation, favoring DIY solutions with minimal integrations. In contrast, small not-for-profits, with 10-20 employees and a modest budget, can invest in basic CRM systems to manage a wider scope of operational requirements. These organizations, often spanning fields like healthcare, education, charities, and religious groups, have complex CRM needs due to diverse data sources and service models.In this episode, our host, Sam Gupta, discusses the top 10 Non-Profit Small Business CRMs in 2024. He also discusses several variables that influence the rankings of these CRM systems. 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. 

Send us a textIn 2024, the question on everyone’s mind revolves around the vast potential of AI. As we ask what AI can accomplish, a consensus emerges—pose a query about its capabilities, and you'll receive a wealth of answers limited only by imagination. Yet, an essential query remains: can technology genuinely resolve problems centered on people? Human resistance is often the first barrier when adopting new tech, underscoring the critical role of change management in guiding organizational evolution. Traditionally, challenges that evade purely technological solutions are left to change management. But a new possibility arises: could change management’s impact itself be amplified by advanced AI? This question sparks a deeper inquiry into the synergy between human-centered challenges and tech innovation, suggesting a path where AI complements rather than replaces the core human qualities of insight and adaptability, which are crucial in navigating complex organizational transformations.In this episode, Sam Gupta engages in a LinkedIn live session with Tim Morton, Founder of Prompta, to explain how AI is changing change management.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.

Send us a textNot-for-profit startups, often operating with fewer than 20 employees and tight budgets, face significant challenges when implementing CRM systems. Lacking the resources for customized solutions or extensive IT support, they usually take a DIY approach, relying on affordable, accessible tools. However, this often results in fragmented systems where data from donor, volunteer, and member interactions are siloed, leading to inconsistent customer experiences. These organizations need CRMs that can unify their various engagement channels—such as email, social media, and events—into a cohesive platform. The CRM tools suited for not-for-profit startups must bridge the gaps between these disconnected systems, offering visibility into customer touchpoints and improving engagement, all while staying within financial constraints.In this episode, our host, Sam Gupta, discusses the top 10 Non-Profit Startup CRMs in 2024. He also discusses several variables that influence the rankings of these CRM systems. 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. 

Send us a textNot-for-profit organizations face unique challenges when it comes to CRM systems, as their focus is on building and maintaining relationships with donors, volunteers, and members rather than traditional customers. In 2024, the landscape of not-for-profit CRMs has advanced, offering a range of solutions specifically tailored to meet the diverse needs of these organizations. Whether it's managing donor databases, coordinating volunteer efforts, or tracking member engagement, the top CRMs available this year are designed to support a wide variety of organizations, including associations, educational institutions, healthcare providers, and charitable groups. These CRMs are not only versatile and scalable but also provide the robust features necessary to streamline operations and enhance supporter engagement, making them ideal for organizations of all sizes.In this episode, our host, Sam Gupta, discusses the top 10 Non-Profit CRMs in 2024. He also discusses several variables that influence the rankings of these CRM systems. 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. 

Send us a textHCM solutions are uniquely characterized by the critical importance of localization, especially when managing the complexities of various tax codes and compliance requirements. These systems have evolved beyond basic technical tools into comprehensive managed services providers, offering support that goes far beyond software. This is a key distinction between mid-market HCM solutions and enterprise-grade offerings. While enterprise systems offer greater flexibility and more intricate layers to meet diverse organizational needs, they often rely on external partners for specialized expertise and compliance management, ensuring companies remain aligned with local regulations and tax obligations.In today's episode, we invited a panel of industry experts for a live discussion on LinkedIn to conduct an independent review of UKG Pro’s capabilities. We covered many grounds, including where UKG Pro might be a a fit in the enterprise architecture and where it might be overused. Finally, they analyze many data points to help understand the core strengths and weaknesses of UKG Pro.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. 

Send us a textAs organizations grow beyond the mid-market segment, typically surpassing 5,000 employees and approaching $1 billion in revenue, their CRM needs evolve dramatically. At this scale, a CRM system must handle more extensive workflows, complex team structures, and a higher volume of transactional processes. CRMs designed for smaller companies may fall short, either by complicating workflows or lacking essential capabilities. For large enterprises, a CRM must support a wide range of customer experience touchpoints—websites, email, SMS, and community-based interactions—while integrating field service, call centers, and service-centric workflows to ensure omnichannel visibility. Eliminating data silos and enabling seamless data collection becomes critical for strategic sales operations and territory planning. Advanced features like AI-driven tools are essential to manage large volumes of data, streamline territory management, and scale operations efficiently. Ultimately, selecting the right CRM is crucial for ensuring the organization can handle the complexity and scale of its customer-facing operations.In this episode, our host, Sam Gupta, discusses the top 10 Large Company CRMs in 2024. He also discusses several variables that influence the rankings of these CRM systems. 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. 

Send us a textMid-sized companies, typically with 100 to 5,000 employees and revenue between $100 million and $1 billion, face unique challenges in their CRM needs as they grow. Unlike startups and small businesses, they require more robust, customizable CRM systems to support complex customer-facing workflows and consolidate touchpoints across various channels like call centers and marketing automation. While these systems don't generally integrate back-end operations such as accounting or supply chain management, which would require an ERP system, they are crucial for formalizing sales processes like territory planning and sales compensation. Additionally, industries that rely on channel relationships may need to manage processes like Business Development Funds (BDF) and Marketing Development Funds (MDF) through the CRM, even if full automation remains cost-prohibitive. Security also becomes a higher priority, ensuring that access to sensitive information is properly managed and that the system aligns with the company's growing sophistication.In this episode, our host, Sam Gupta, discusses the top 10 mid-sized CRMs in 2024. He also discusses several variables that influence the rankings of these CRM systems. 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. 

Send us a textIn service-oriented industries, human capital management processes often take precedence over those centered on products, acknowledging the paramount importance of people as assets. While Oracle HCM once dominated the HCM market, the emergence of Workday posed a formidable challenge in the industry. Despite this, Oracle HCM maintains a substantial market share and continues to be a robust competitor for both Workday and SuccessFactors, especially among clients who rely on Oracle for their ERP requirements.In today's episode, we invited a panel of industry experts for a live discussion on LinkedIn to conduct an independent review of Oracle Cloud HCM’s capabilities. We covered many grounds including where Oracle Cloud HCM might be a a fit in the enterprise architecture and where it might be overused. Finally, they analyze many data points to help understand the core strengths and weaknesses of Oracle Cloud HCM.For 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. 

Send us a textIn 2024, the top 10 CRMs for small businesses are set to redefine how these enterprises manage their customer relationships. These CRMs offer comprehensive features tailored specifically to the needs of small businesses, empowering them to streamline lead management, automate marketing campaigns, and enhance customer engagement. With user-friendly interfaces and customizable functionalities, these top CRMs are essential tools for small businesses looking to optimize their sales processes, improve customer satisfaction, and drive growth. Evaluated based on criteria such as affordability, scalability, integration capabilities, and customer support, these top 10 CRMs are poised to help small businesses thrive in today's competitive landscape.In this episode, our host Sam Gupta discusses the top 10 CRMs for small business in 2024. He also discusses several variables that influence the rankings of these CRM systems. Finally, he shares the pros and cons of each CRM systems.For 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.