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@lauriejmccabe
Salesforce’s Evolving SMB Strategy: From Starter Suite to Pro Suite and Beyond
Salesforce’s SMB strategy has evolved steadily over the past three years. The company’s 2025 announcements, including enhancements to Starter Suite and Pro Suite, and the introduction of  Free Suite are the latest stages in a multi-year effort to simplify adoption, embed AI into daily workflows, and create a clearer on-ramp for small and medium businesses (SMBs) into the broader Salesforce…
Workday Rising 2025: How Workday Is Shaping the Future of AI, Agents, and SMB Growth
I recently attended Workday’s September 2025 Rising conference. At the event, the company celebrated its twentieth anniversary and showcased its AI platform strategy, new consumption model, and expanding ambitions in the SMB market. From its approach to AI governance and open data, to the launch of AI Flex Credits and Workday GO for midmarket and SMB customers, the throughline was clear: Workday…
Zoom Perspectives 2025: From Conversations to Completions
Zoom’s July 2025 Perspectives event made one thing clear: this is not the Zoom of early-pandemic fame. While the company’s roots in video conferencing remain strong, Zoom is evolving into a comprehensive workforce productivity platform, powered by AI, tailored to specific verticals, and closely aligned with partner ecosystems. From SMBs to global enterprises, Zoom aims to be not just a…
Zoho’s May 2025 AI Forum Announcements: AI-Driven, Privacy-Centric, and Fintech-Ready
Zoho recently established monthly AI forums to help analysts keep up with their plans in the quickly evolving AI space. At its May 2025 session, Zoho provided an overview of new announcements about embedding AI across its suite of applications to improve productivity, automate workflows, and deliver better customer experiences. These announcements illustrate Zoho’s strategy to deepen…
Top Takeaways from Workday’s 2025 Analyst Innovation Summit
At its April 2025 Innovation Summit last week, Workday shared its 20th birthday with a large group of industry analysts. At the event, Workday introduced two new top executives, Chief Commercial Officer Rob Enslin and President of Product and Technology Gerrit Kazmaier. Together with Co-Founder and Executive Chair Aneel Bhusri, CEO Carl Eschenbach, and a bevy of other leaders, Workday detailed…
New Survey Report Reveals How SMBs Are Transforming Finance in 2025—And What’s Next
In today’s economic environment, financial agility isn’t a luxury—it’s a necessity. Small and medium businesses (SMBs) are navigating high inflation, recession worries, talent shortages, and cybersecurity threats, all while striving to grow revenue and build financial resilience. So how are they doing it? The newly released 2025 State of Financial Automation report, produced by BILL in…
Expensify Gets Back to Its Roots with New $5 Flat-Rate Plan for SMBs
Fifteen years ago, Expensify entered the market with a simple promise: “expense reports that don’t suck.” In doing so, it introduced a string of firsts—becoming the original mobile expense app, introducing integrated receipt scanning, and offering a $5 per-user price tag. But, as Expensify grew and expanded its offerings to serve large multinational corporations, its pricing model also evolved…
The Road Ahead: Acumatica’s Vision for SMB Growth and Innovation
“Building the Future of Business, Together” was the theme of this year’s Acumatica Summit in Las Vegas last week. The event was Acumatica’s largest Summit ever, with over 3,500 attendees and 90-plus breakout sessions. CEO John Case and Acumatica executives discussed Acumatica’s strategy for 2025, how its cloud-based ERP platform helps small and medium businesses (SMBs) improve business…
Top 10 SMB Technology Trends for 2025 from SMB Group
As we step into 2025, the technology landscape for small and medium businesses (SMBs) continues to evolve at an unprecedented pace. From advancements in artificial intelligence to evolving workforce strategies, SMBs are finding new ways to innovate, compete, and grow. But navigating this evolving environment requires a clear understanding of the trends that will have the biggest impact. At SMB…
Unlocking Insights: The SMB Technology Buying Journey, Part Two
The world of technology is rapidly evolving, and small and medium businesses (SMBs) are at the center of a transformative era. As new solutions emerge, understanding how they make technology purchasing decisions has become critical for vendors, service providers, and partners looking to cater to this dynamic market. Our new eBook, The SMB Technology Buying Journey, Part Two delves into the…
New eBook: The SMB Technology Buying Journey, Part One
In today’s rapidly evolving digital landscape, making technology purchasing decisions has become a critical yet challenging process for small and medium-sized businesses (SMBs). With limited resources, SMBs often face difficulties in selecting the right tools to solve immediate problems and position them for future growth. SMB Group’s new, free eBook, The SMB Technology Buying Journey, Part One,…
The Results Are In: SMB Group’s 2024 Technology Buying Journey Survey
SMB Group has just released its latest survey, the 2024 SMB Technology Buying Journey, offering fresh insights into how small and medium businesses (SMBs) approach technology purchasing. Sponsored by Dell Technologies and SAS, this comprehensive 57-question survey captures responses from 738 technology decision-makers across U.S. SMBs, revealing how they think about, evaluate, and purchase…
Top 4 Small Business Technology Trends in 2024
Whether you’re a fast-growing start-up or a medium enterprise ready to IPO, technology represents a major opportunity for small business owners to close the gap with large corporations. As old tools become obsolete and new tools crowd the marketplace, identifying the right tech solution can be the difference between a successful expansion and a failed one. In late 2023, SMB Group found that 59%…
Xerocon 2024: Xero’s Growth Strategy for North America
–by Sanjeev Aggarwal, Co-founder, SMB Group In August, Xero held its annual Xerocon event in Nashville, Tennessee, hosting over 1,000 accounting professionals, financial advisors, and business consultants. Xero CEO Sukhinder Singh Cassidy started the event by discussing how Xero has been resetting the company, evolving its management team, and accelerating growth and technology initiatives. The…
Spotlight: How Zoho is Doubling Down on Privacy and Security
At the Zoholics 2024 customer conference held in June, SMB Group met with Zoho execs to learn more about news and directions unveiled at the event. Announcements included updates and new products across its CRM and collaboration solutions, security stack enhancements, and new developer tools and services. In this video, Chandramouli Durai, who heads up Zoho’s integrated security solutions…
Spotlight: How Zoho Intends to Transform CRM
SMB Group got to chat with key Zoho execs about news and directions in several areas at their Zoholics 2024 customer conference held in June. Zoho unveiled updates and news across its CRM and collaboration solutions, enhancements to its security stack, and new tools and services for developers. In this video, I talk with Prashanth “PVK” Krishnaswami, who heads up Customer Experience solutions at…
Inside Zoho's Zoholics 2024 Event: Key Takeaways and Insights
Zoho held its Zoholics 2024 customer conference last week in beautiful downtown Austin TX. In typical Zoho style, the vendor offered customers, analysts, and press a stellar experience in style and substance, with informative presentations, 1-1 meetings, and plenty of time to socialize. Zoho used its Backstage events solution to bring remote attendees in to join those of us who attended live.…
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