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Call center and customer service workflows, particularly in heavily regulated sectors like banking, financial services, and insurance, often involve a level of complexity that standard CRM platforms struggle to accommodate. Processes such as client onboarding, approval cycles, and exception handling require dynamic, BPM-like capabilities that go beyond basic ticketing or task management. While major CRM solutions may offer customization, they frequently lack the agility and deep integration needed for real-time process orchestration and ad-hoc decision-making. This is where Pegasystems distinguishes itself, leveraging its strengths in process automation, AI-driven decisioning, and dynamic case management to manage intricate workflows with precision and adaptability. Positioned as a leader in the convergence of CRM and business process management, Pegasystems stands out for organizations seeking a platform that can handle complex service environments while maintaining compliance and operational efficiency.

In today's episode, we invited a panel of industry experts for a live discussion on LinkedIn to conduct an independent review of Pegasystems’ capabilities. We covered many grounds, including where Pegasystems might be 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 Pegasystems.

Background Soundtrack: Away From You – Mauro Somm

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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The Sales and Operations Planning (S&OP) category occupies a distinct space within enterprise technology, serving supply chain-intensive industries like retail and manufacturing with capabilities that traditional ERP systems simply cannot match. While ERP platforms manage transactional processes, S&OP suites focus on high-level strategic planning, offering advanced tools for forecasting, demand-supply balancing, and inventory optimization. Built around core pillars such as planning, network design, and limited execution functionalities like WMS and TMS, these platforms are designed to support long-term, macro-level decision-making. Increasingly, modern S&OP solutions are expanding into “connected planning,” integrating with HR, financial planning, and retail functions to create a unified planning ecosystem. When evaluating S&OP systems, factors like market positioning, product roadmap maturity, investor backing, and industry fit become crucial, as each platform brings its own strengths depending on architecture and planning philosophy. Selecting the right solution hinges on understanding how well it aligns with your organization’s complexity and strategic goals.

In this episode, our host Sam Gupta discusses the top 10 S&OP systems in 2025. He also discusses several variables that influence the rankings of these S&OP systems. Finally, he shares the pros and cons of each S&OP system.

Background Soundtrack: Away From You – Mauro Somm

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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The enterprise software and services landscape is experiencing a wave of strategic acquisitions, signaling aggressive moves by major players to expand capabilities and market share. Thomson Reuters' $600 million acquisition of tax automation firm SafeSend highlights the growing demand for streamlined financial compliance solutions, while HubSpot’s purchase of Frame AI underscores the rising importance of AI-driven conversational insights in customer engagement. Meanwhile, WWT’s blockbuster $1.25 billion deal to acquire Softchoice points to broader consolidation in IT services, and SPS Commerce’s move to acquire Carbon6 Technologies reflects continued investment in retail and supply chain tech. Other notable transactions include Cass Information Systems acquiring AcuAudit from Acuitive Solutions, enhancing its audit automation offerings, and Later’s $250 million acquisition of Mavely, a social influencer app, emphasizing the value of creator economy tools in modern marketing strategies.

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 Somm

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.