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Navigating consumer-centric industries poses a distinctive challenge as privacy laws limit access to the detailed customer information needed to predict preferences accurately. This creates a classic chicken-and-egg dilemma: consumers crave personalized experiences, but regulations restrict the data required to provide them. Despite this, brands must find innovative ways to engage. Identifying and prioritizing high-value customers becomes crucial, demanding precisely tailored journeys that meet their expectations. Achieving this balance requires a blend of creativity and accuracy to deliver meaningful experiences within privacy boundaries. In this environment, success depends on the ability to derive actionable insights while remaining compliant with regulatory standards, ensuring both customer satisfaction and adherence to privacy laws.

In this episode, Sam Gupta engages in a LinkedIn live session with Cary Lawrence, CEO at Decile, to provide insights into CDP trends and why they matter for brands.

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Innovation districts have distinct operational needs that set them apart from conventional business environments. These collaborative spaces are formed through partnerships among cities, universities, and research organizations to create an ecosystem that fosters innovation. Typically funded through a combination of donor contributions and government or academic support, innovation districts bring together elements of nonprofit management, real estate development, and tech advancement, resulting in a unique and complex environment to manage. While some of their processes resemble city governance, innovation districts operate with a streamlined focus on promoting cutting-edge research and entrepreneurship. They host a diverse mix of tenants—ranging from tech startups to biotech firms and educational institutions—each with unique requirements and challenges.

In this episode, our host, Sam Gupta, discusses the top 10 CRMs for Innovation Districts 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.

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When evaluating the CRM needs of larger not-for-profit organizations, it's essential to recognize that their requirements are far more complex than those of smaller entities. These large-scale organizations, often with over 1,000 employees, manage vast numbers of transactions and interactions, demanding CRM systems that are not only scalable but also capable of handling high data loads. A robust CRM for this sector must support seamless integration with other platforms, such as ERP systems, to facilitate smooth operations and data flow across departments. The intricacies of managing donors and fulfilling grant reporting requirements add to this complexity, as funders frequently have specific reporting milestones and restrictions that must be accurately tracked and met.

In this episode, our host, Sam Gupta, discusses the top 10 Large 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.

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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.

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In the ERP field, acquiring companies don’t always offer the same advantages as they do within HCM. ERP systems demand tightly integrated data models, making it difficult to seamlessly incorporate acquired products without extensive reconfiguration. In contrast, HCM systems are less constrained by this requirement, allowing acquired components to function independently within the broader system. Ceridian serves as a notable example, evolving from a WFM solution to a full-fledged HCM suite that now spans multiple countries and regions. With this context in mind, how well does Ceridian Dayforce HCM perform in terms of its capabilities, and how does it compare with other leading HCM solutions in the market?

In today's episode, we invited a panel of industry experts for a live discussion on LinkedIn to conduct an independent review of Dayforce’s capabilities. We covered many grounds, including where Dayforce might be a a fit in the enterprise architecture and where it might be overused. Finally, they analyze many data points to help understand Dayforce's core strengths and weaknesses.

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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.

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In 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.

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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.

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When 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.

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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.

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In 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.

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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.

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Not-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.

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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.