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Sam Gupta
Principal Consultant at ElevatIQ Inc
Toronto, United States
Sam Gupta has been an ERP thought leader in the digital transformation space for nearly two decades, with the primary focus on financial systems and ERP. He has been part of large transformation initiatives for fortune-500 corporations but now spends his time consulting with SMEs as a Principal Consultant at ElevatIQ.
He is involved with digital transformation projects ranging from enterprise technology selection, integration, upgrade, implementation, and training.
Sam regularly speaks at industry conferences and contributes his experiences through many popular blogs and publications.
He also hosts a podcast called WBSRocks focused on business growth through digital transformation and ERP where he interviews top influencers and executives from ERP, Supply Chain, Digital Transformation, Supply Chain, and Accounting.
Available For: Advising, Authoring, Consulting, Influencing, Speaking Travels From: Toronto, ON
Speaking Topics: ERP, Digital Transformation, Business Systems, E-commerce, Supply Chain, Industry 4.0
ERP Thought Leadership Driving Digital Transformation
August 09, 2021
Webinar : How to Successfully Approach ERP Software Implementation
August 09, 2021
The Marriage of ERP and eCommerce
August 09, 2021
Featured Topics
Why defining business architecture is important before investing in IT or technology?
They say garbage-in-garbage-out when it comes to implementing digital systems. While business architecture may come across as a technical term, the true essence of business architecture is to map the blueprint of your current processes and vision while decoupling the technical solutions. It is similar to drawing a blueprint of your house on a piece of paper before you start constructing it. This exercise helps in identifying the right digital solutions and prevents significant financial risks.
How to start on the e-commerce journey for the first time and grow?
Most manufacturers rely on traditional methods of selling and shy away from modern techniques such as e-commerce. While traditional models existed for ages, they didn't require you to be razor-sharp with your focus, as word-of-mouth wasn't as expensive. And even if you didn't have your business model as refined, you probably survived, and you might argue that you grew to your desired rate. However, e-commerce requires you to refine your business model and understand your ideal customer profile deeper. Or you could be out of cash before you even realize it.
Industry 4.0 Requires a Connected Business System Architecture
Collecting data is easy, but gleaning insights from data have always been challenging. And actionable instructions or the orchestration layer built based on the gleaned insights is even more difficult. But this is where the real value of industry 4.0 initiatives is when machines and software can learn the context in real-time and take actionable steps that will positively impact the bottom line.
HubSpot vs Zoho CRM Independent Review
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December 25, 2024
HubSpot CRM, compared to Salesforce, has a somewhat simpler data and process model, making it a better fit for SMBs focused on content-centric marketing workflows. On the other hand, Zoho CRM is tailored for smaller professional services companies like marketing agencies, tech startups, and software
HubSpot vs Salesforce CRM Independent Review 2025
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December 23, 2024
HubSpot CRM, compared to Salesforce, has a somewhat simpler data and process model, making it a better fit for SMBs focused on content-centric marketing workflows. On the other hand, Salesforce serves companies of all sizes, featuring a startup-friendly version and excelling in managing complex CRM
Top 10 Non-Profit CRMs In 2025
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December 16, 2024
Defining the needs of non-profit organizations as challenging would be an understatement. Many assume that non-profits are less complex than for-profit businesses due to their perceived lack of extensive commercial transactions. However, non-profits often face even greater challenges because of thei
Top 10 Large CRMs In 2025
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December 11, 2024
Large companies, like other market segments, have specific needs that call for specialized capabilities. As they move beyond the mid-market segment, these organizations must unify their global workloads within a single system to enable cohesive governance and effective global planning. Their workflo
Top 10 Mid-Sized CRMs In 2025
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December 09, 2024
Mid-market companies, like any other market segment, have distinct complexities that require tailored CRM capabilities. Having outgrown small business CRMs, they now face challenges that were less relevant in their earlier stages. This realization allows them to justify a larger implementation budge
Top 10 CRMs For Small Businesses In 2025
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December 04, 2024
As smaller businesses outgrow the startup phase, they often need to consolidate data silos. But, with their limited budgets (and somewhat misaligned functions), complete consolidation may be challenging at this stage. Unlike startups, which generally struggle to build a consistent go-to-market strat
Top 10 CRMs For Startups In 2025
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December 02, 2024
CRMs are often the first software that startups adopt, though their scope varies. For some companies, a CRM primarily tracks customer interactions, while for others, it serves to drive revenue. Generally, startup organizations tend to be lean, with minimal layers of management. Sales territories and
Top 10 EAM Systems In 2024
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November 27, 2024
Similar to other horizontally overlapping categories transcending industries, the Enterprise Asset Management (EAM) category is broad, covering a range of solutions, some integrated with hardware vendors while others deeply buried inside ERP systems. The range of use cases might differ based on the
Top 10 Marketing Automation Systems In 2024
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November 25, 2024
Marketing Automation. The noisiest category ever – due to lower barriers to entry. Generally, falling within the CRM systems category, specifically handling upstream marketing efforts. One key component is email marketing, but they also include SMS marketing and omnichannel capabilities, often int
Top 10 Field Service Systems in 2024
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November 20, 2024
Unlike most other industries, field service industries have their own “personalities,” with varying business processes depending upon the micro-vertical. An example of these micro-verticals could be traditional field service categories such as appliance repair – or home cleaning (think field w
Top 10 Plastic Extrusion ERP Systems In 2024
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November 18, 2024
Plastic extrusion companies. Used in various industries such as construction, automotive, aerospace, medical, packaging, consumer goods, electronics, and agriculture, they specialize in the manufacturing process called plastic extrusion. Because of its material efficiency, continuous production, and
IFS vs Odoo ERP Independent Review 2024
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November 13, 2024
Similar to other upper mid-market ERP solutions like Infor LN, QAD, or Sage X3, IFS boasts extensive functionality that is tailored for companies that are heavy in asset and field service operations. On the other hand, Odoo caters to smaller companies transitioning from QuickBooks or Xero, streamlin
Epicor Kinetic vs Odoo ERP Independent Review 2024
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November 11, 2024
Epicor Kinetic boasts a sophisticated data model, particularly surpassing entry-level ERP systems like Acumatica or NetSuite. On the other hand, Odoo caters to smaller companies transitioning from QuickBooks or Xero, streamlining operations from various add-ons, spreadsheets, and applications. Epico
Infor M3 vs Odoo ERP Independent Review 2024
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November 06, 2024
Infor M3 targets companies surpassing particularly entry-level ERP systems like Acumatica, Infor CSI, or NetSuite. On the other hand, Odoo caters to smaller companies transitioning from QuickBooks or Xero, streamlining operations from various add-ons, spreadsheets, and applications. Infor M3 also de
NetSuite vs IFS ERP Independent Review 2024
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September 16, 2024
NetSuite caters well particularly to globally spread small to mid-market companies seeking robust financial capabilities with localization in numerous countries. It also offers solutions tailored to specific business models. On the other hand, similar to other upper mid-market ERP solutions like Inf
Acumatica vs IFS ERP Independent Review 2024
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September 11, 2024
Acumatica stands out among three cloud-native ERP vendors particularly focusing on small and medium-sized businesses (SMBs), alongside NetSuite and Sage Intacct. On the other hand, similar to other upper mid-market ERP solutions like Infor LN, QAD, or Sage X3, IFS boasts extensive functionality that
Top 10 Machinery Manufacturing ERP Systems In 2024
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September 09, 2024
Machinery Manufacturing Companies. Designing, producing, and assembling equipment used in various industries, such as agriculture, construction, and aerospace, are uniquely different when it comes to their needs. They differ as they create complex machines, requiring long standing processes for engi
Infor M3 vs Epicor Kinetic ERP Independent Review 2024
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September 04, 2024
Infor M3 targets companies surpassing entry-level ERP systems like Acumatica, Infor CSI, or NetSuite. On the other hand, Epicor Kinetic boasts a sophisticated data model, surpassing entry-level ERP systems like Acumatica or NetSuite. Infor M3 also delivers mature capabilities for intricate manufactu
Infor LN vs Epicor Kinetic ERP Independent Review 2024
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September 02, 2024
Infor LN surpasses entry-level ERP systems like Acumatica, Infor CSI, or NetSuite, by delivering mature capabilities for intricate manufacturing intertwined with distribution operations. On the other hand, Epicor Kinetic boasts a sophisticated data model, surpassing entry-level ERP systems like Acum
Oracle Cloud ERP vs Epicor Kinetic Independent Review 2024
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August 28, 2024
Oracle ERP Cloud remains a top choice for large companies across diverse industries, particularly media, telecommunications, construction, energy, oil and gas, and healthcare. Despite the need for internal IT expertise, it is also suitable for companies with a need to integrate various third-party s
Dynamics 365 BC vs Epicor Kinetic ERP Independent Review 2024
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August 26, 2024
Microsoft Dynamics 365 BC serves as a logical choice for companies outgrowing smaller ERP, MRP, and accounting systems like QuickBooks, Microsoft GP, Odoo, Katana, or Fulcrum. On the other hand, Epicor Kinetic boasts a sophisticated data model, surpassing entry-level ERP systems like Acumatica or Ne
SAP S/4 HANA vs Epicor Kinetic ERP Independent Review 2024
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August 21, 2024
SAP maintains its dominance in the ERP market, largely due to its stronghold in the enterprise segment where deals are significantly larger compared to the mid-market. The architecture complementing the S/4 HANA Suite is particularly favored by enterprise-grade companies, offering leading products l
Dynamics F&O vs Epicor Kinetic ERP Independent Review 2024
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August 19, 2024
Microsoft Dynamics 365 F&O stands out for its enhanced cloud-native functionality, leading in capabilities over competitors like SAP S/4 HANA and Oracle Cloud ERP. It caters to large, global companies with complex business models, offering mature technology and a successful track record across i
NetSuite vs Epicor Kinetic ERP Independent Review 2024
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August 14, 2024
Epicor Kinetic, surpasses entry-level ERP systems like Acumatica or NetSuite. On the other hand, NetSuite caters well to globally spread small to mid-market companies seeking robust financial capabilities with localization in numerous countries. Epicor Kinetic is positioned for companies in the $50M
Acumatica vs Epicor Kinetic ERP Independent Review 2024
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August 12, 2024
Acumatica stands out among three cloud-native ERP vendors particularly focusing on small and medium-sized businesses (SMBs), alongside NetSuite and Sage Intacct. On the other hand, Epicor Kinetic boasts a sophisticated data model, surpassing entry-level ERP systems like Acumatica or NetSuite. Acumat
Century Business Solutions Partners with ElevatIQ to Deliver Credit Card Processing within Acumatica
PRWeb
October 08, 2020
The partnership between Century Business Solutions and ElevatIQ will allow merchants to process payments directly within Acumatica, providing new productivity gain, lowering processing fees and increasing data security.
WBSRocks is a community and a media company focused on digital transformation and business growth. It runs several initiatives including a podcast, clubhouse rooms, happy hours, Twitter chat, slack, and LinkedIn communities, and a network of LinkedIn influencers.
WBSRocks helps companies that are looking to create white-labeled communities and podcasts around their target audience utilizing our network. These communities help companies in expediting content development, growing their network, and recruiting and building relationships with their target customers and influencers.
WBSRocks is capable of managing the end-to-end process of community development including recruiting the target customers, launching a white-labeled podcast, building the audience and buzz around the podcast, inviting them to speak on the podcast, interviewing them on the topic aligned with brand offerings, promoting on podcasting and social media platforms, and finally nurturing relationships to find leads.
CEO / Principal Consultant
ElevatIQ Inc.
December 01, 2015
ElevatIQ is a digital transformation consulting firm with a focus on business process automation, customer experience, continuous improvement, and marketing automation. ElevatIQ helps with the procurement of business systems (such as ERP and CRM) and provides implementation assistance for the systems produced by tier I publishers. Through its partnership model with several edge software providers, ElevatIQ is your one-stop shop for all your business transformation and digital needs.
Tags: Digital Transformation, ERP, Customer Experience
1 Panel
Webinar : How to Successfully Approach ERP Software Implementation
SelectHub
July 15, 2021
A panel of experts answers everything you wanted to know but were afraid to ask about implementing ERP and other enterprise software for optimal results
WBSP662: Grow Your Business by Understanding SAP IBP’s Capabilities, an Objective Panel Discussion
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January 01, 2025
Send us a textMany ERP vendors, including SAP, have incorporated S&OP capabilities into their platforms, but questions remain about how SAP IBP compares to other leading S&OP or connected planning solutions. While modern planning platforms often tout Excel-like interfaces and connectivity, E
Tags: Digital Transformation, ERP, CRM
WBSP661: Grow Your Business by Understanding Oracle Demantra’s Capabilities, an Objective Panel Discussion
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December 31, 2024
Send us a textS&OP systems have evolved dramatically in recent years, paralleling advancements seen across other enterprise software categories. Modern S&OP solutions are now cloud-native, offering far more than traditional demand forecasting capabilities. These robust, enterprise-grade plat
Tags: Digital Transformation, ERP, CRM
WBSP660: Grow Your Business by Learning the Top 10 ERP Systems in 2025 w/ Sam Gupta
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December 30, 2024
Send us a textIf you’re considering ERP systems or want to discover the top ERP solutions for 2025, this guide offers valuable insights into the standout options currently shaping the market. Rather than focusing on vendor popularity or market dominance, the emphasis here is on individual ERP syst
Tags: Digital Transformation, ERP, CRM
WBSP659: Grow Your Business by Understanding Relex Solutions’ Capabilities, an Objective Panel Discussion
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December 25, 2024
Send us a textThe supply chain planning market is filled with platforms that may appear similar on the surface but are often highly specialized in addressing distinct industry needs. While manufacturing planning is frequently perceived as more intricate due to its detailed production workflows and d
Tags: Digital Transformation, ERP, CRM
WBSP658: Grow Your Business by Understanding Zoho HCM’s Capabilities, an Objective Panel Discussion
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December 24, 2024
Send us a textZoho HCM has carved out a unique position in the HCM market by offering exceptional functionality paired with an unbeatable price point, starting as low as $1 per user per month. This value proposition makes it an attractive choice, particularly for small to medium-sized businesses see
Tags: Digital Transformation, ERP, CRM
WBSP657: Grow Your Business by Learning the Top 10 ERP Vendors in 2025 w/ Sam Gupta
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December 23, 2024
Send us a textThe ERP industry thrives on continuous innovation and rapid evolution, making it one of the most dynamic sectors in enterprise technology. As organizations face growing complexities in managing operations, supply chains, and data, understanding the key players in the ERP landscape beco
Tags: Digital Transformation, ERP, CRM
WBSP656: Grow Your Business by Understanding Infor WFM’s Capabilities, an Objective Panel Discussion
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December 18, 2024
Send us a textThe landscape of Human Capital Management (HCM) solutions is diverse, and while many offerings may appear similar at first glance, their capabilities can vary significantly, particularly in Workforce Management (WFM). Industries often face unique HCM challenges, with compliance and sch
Tags: Digital Transformation, ERP, CRM
WBSP655: Grow Your Business by Understanding BambooHR’s Capabilities, an Objective Panel Discussion
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December 17, 2024
Send us a textModern cloud-native HR solutions tailored for the SMB market have garnered widespread enthusiasm due to their accessibility, cost-effectiveness, and ease of use. They are often positioned as superior alternatives to legacy systems, especially for smaller businesses seeking streamlined
Tags: Digital Transformation, ERP, CRM
WBSP654: Grow Your Business by Learning the Top 15 Digital Transformation Trends In 2025 w/ Sam Gupta
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December 16, 2024
Send us a textThe year 2025 is set to be a pivotal moment for digital transformation, with businesses, software vendors, and professionals alike navigating a rapidly evolving landscape shaped by global shifts. For organizations reimagining their enterprise architecture or investing in cutting-edge s
Tags: Digital Transformation, ERP, CRM
WBSP653: Grow Your Business by Learning the Top 10 Public Sector CRMs In 2024 w/ Sam Gupta
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December 09, 2024
Send us a textPublic sector organizations possess unique CRM requirements that differentiate them from private sector businesses. This category includes municipalities, cities, and federal agencies that manage a wide range of services and citizen interactions, necessitating specialized capabilities.
Tags: Digital Transformation, ERP, CRM
WBSP652: Grow Your Business by Understanding ADP Vantage HCM’s Capabilities, an Objective Panel Discussion
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December 04, 2024
Send us a textADP has established itself as a leading choice for payroll solutions, even among organizations that employ other HCM platforms such as Workday, SuccessFactors, or Oracle HCM. While ADP has broadened its offerings to encompass a range of HCM capabilities through its ADP Vantage HCM solu
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WBSP651: Grow Your Business by Learning the Top 10 Higher Education CRMs In 2024 w/ Sam Gupta
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December 03, 2024
Send us a textHigher education institutions have unique CRM needs that go well beyond the requirements seen in K-12 settings. In higher ed, CRM systems must handle not only student recruitment but also complex alumni relations, faculty engagement, and a wide array of student services. Colleges and u
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WBSP650: Grow Your Business by Learning the Top 10 K-12 Education CRMs In 2024 w/ Sam Gupta
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December 02, 2024
Send us a textEducational institutions, particularly K-12 schools, have distinct requirements for CRM systems that go far beyond the functions typically seen in business or even higher education. K-12 schools must engage with a broad spectrum of stakeholders, not only managing current students and t
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WBSP649: Grow Your Business by Learning CDP Trends and Why They Matter for Brands w/ Cary Lawrence
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November 27, 2024
Send us a textNavigating 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 res
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WBSP648: Grow Your Business by Learning the Top 10 CRMs for Innovation Districts In 2024 w/ Sam Gupta
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November 26, 2024
Send us a textInnovation 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
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WBSP647: Grow Your Business by Learning the Top 10 Large Non-Profit CRMs In 2024 w/ Sam Gupta
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November 25, 2024
Send us a textWhen 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
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WBSP646: Grow Your Business by Understanding Dayforce’s Capabilities, an Objective Panel Discussion
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November 20, 2024
Send us a textIn 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
Tags: Digital Transformation, ERP, CRM
WBSP645: Grow Your Business by Learning the Top 10 Mid-Sized Non-Profit CRMs In 2024 w/ Sam Gupta
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November 19, 2024
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,
Tags: Digital Transformation, ERP, CRM
WBSP644: Grow Your Business by Learning the Top 10 Non-Profit Small Business CRMs In 2024 w/ Sam Gupta
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November 18, 2024
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 D
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WBSP643: Grow Your Business by Learning the Importance of AI-driven Change Management w/ Tim Morton
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November 13, 2024
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: ca
Tags: Digital Transformation, ERP, CRM
WBSP642: Grow Your Business by Learning the Top 10 Non-Profit Startup CRMs In 2024 w/ Sam Gupta
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November 12, 2024
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, accessibl
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WBSP641: Grow Your Business by Learning the Top 10 Non-Profit CRMs In 2024 w/ Sam Gupta
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November 11, 2024
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 r
Tags: Digital Transformation, ERP, CRM
WBSP640: Grow Your Business by Understanding UKG Pro’s Capabilities, an Objective Panel Discussion
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November 06, 2024
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, offeri
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WBSP639: Grow Your Business by Learning the Top 10 Large Company CRMs In 2024 w/ Sam Gupta
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November 05, 2024
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 transa
Tags: Digital Transformation, ERP, CRM
WBSP638: Grow Your Business by Learning the Top 10 Mid-Sized CRMs in 2024 w/ Sam Gupta
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November 04, 2024
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-facin
The Brainstorm: Pricing Strategies That Increase E-Commerce Revenue
Industrial Media, LLC
November 22, 2021
Most companies struggle to take advantage of effective pricing strategies because they are either too afraid of the pricing implications or might not have access to the infrastructure to experiment and measure.
Pricing is psychological and could have a material impact on revenue if not utilized effectively. Also, pricing could have much deeper implications in improving the relationships with your channel partners or regulating your inventory. But how do you optimize pricing to take full advantage of it?
The Brainstorm: How to Master E-commerce Sessions
Industrial Media, LLC
November 17, 2021
E-commerce requires you to have a deep understanding of your KPIs and funnel, but there are nuances to these KPIs. In fact, doing this once may not be enough as your customer behavior is likely to change over time. There are several KPIs that play a role. But one of the most important is the number of sessions from your visitors and how they are correlated with the conversion rate. Mastering the sessions will help you better command your KPIs, which will result in higher sales from your digital channels.
The Brainstorm: Overcoming Channel Conflict
Industrial Media, LLC
October 22, 2021
With a new channel popping every day for e-commerce, managing channel conflict is becoming harder. Also, if you have been selling through distributors traditionally, one of the most significant risks for manufacturers is not to impact the existing revenue through distributors.
So if you don't have a comprehensive plan for your channel conflict and if your distributors view your e-commerce efforts as a threat to their business, you may not only derail your e-commerce efforts. But you might also end up impacting your existing revenue.
The Brainstorm: Measuring & Increasing Average Order Value
Industrial Media, LLC
October 19, 2021
Getting more revenue from existing customers who already know and trust you is much easier than acquiring new customers. Also, getting visitors who are already on your site to buy more would always be easier than attracting new visitors as you have complete control over their journey without any competitive forces. For this reason, the average order value is such an important metric. But before implementing any strategies for increasing the average order value, make sure that you have a deep understanding of their journeys and that complimentary offering will add real value to their buying experience.
The Brainstorm: Personalization Strategies Vital to E-commerce Success
Industrial Media, LLC
October 08, 2021
Most people think of personalization strategies as hand-written letters or their names printed on the product. Some e-commerce practitioners, on the other hand, might suggest gathering as much personalized information as possible such as their gender, age, etc., to tailor the experience. But personalization is much deeper than that. Personalization requires you to have a deep understanding of your customers and their journeys. The deeper the understanding, the more personalized the experience will be. And the more personalized the experience, the more sticky effect your customers will have with your brand.
The Brainstorm: Customer Journey Mapping Essential to E-commerce Success
Industrial Media, LLC
October 04, 2021
Unlike the traditional world, e-commerce requires you to forecast each step of your customer groups and predict their behavior. This study forms the foundation of customer journey mapping. It is similar to organizing your store based on the buying behavior of your customers. And just like your store experience, if your visitors don't find what they are looking for in a timely manner, it's very unlikely that you will ever win them as a customer. For this reason, customer journey mapping is essential for your e-commerce success.
The Brainstorm: Why Companies Struggle to Identify Their Ideal Customer Profile
Industrial Media, LLC
September 24, 2021
Most companies struggle to identify their ICP just because no two customers are the same regarding their needs and expectations. But its purpose is to identify the right customer groups who will benefit most from your offerings. Of course, depending upon your strategic drivers, whether your goal is to gain a larger market share or earn the most profits, the ICP could differ. But the success of e-commerce efforts depends upon how accurately you can identify your ICP.
The Brainstorm: Successful E-Commerce Discount Strategies
Industrial Media, LLC
September 20, 2021
Traditionally, e-commerce was a B2C-centric initiative with websites full of popups and promotions. These promotions were critical for e-commerce efforts as that's what incentivized customers to take the purchase action in the absence of that personal touch present in the traditional channels. But for promotions to work, you need a comprehensive discounting strategy to help you meet your sales objectives and turn the inventory at the right pace without obsolete or expired products.
The Brainstorm: How to Improve Conversion Rate
Industrial Media, LLC
September 17, 2021
While there is much talk about the importance of the conversion rate for e-commerce, it could mean different things to different industries. For example, some industries are more than happy to get their customers' email addresses, while others may not be as happy until they swiped their credit cards. But one thing is sure: without aligning on the definition of conversion rate and how that would translate into earning some revenue, you might not get very far with your e-commerce efforts.
From four experts: Best Practices for ecommerce deployment
Digital Commerce 360
September 09, 2021
There are many things to consider—costs, scalability, feature sets critical for customer experience and conversion rates, to name a few—when deploying a B2B ecommerce site and related business growth strategy. Four industry experts—Sam Gupta of ElevatIQ, Eric Landmann of Earthling Interactive, Kris Harrington of GenAlpha Technologies, and Dave Meyer of BizzyWeb each offer detailed advice on best practices in ecommerce deployment. Their comments here are from a recent WBSRocks podcast hosted by ElevatIQ.
The Brainstorm: SEO Strategies
Industrial Media, LLC
September 02, 2021
You may be missing out on a piece of internet real estate if you don't have your SEO strategy figured out. As businesses become more digital, the competition to get your customers' attention will only become harder and more expensive. So the only thing that is in your control related to your digital strategy would be the "virtual real estate" called SEO, only if you own it.
The Brainstorm: E-Commerce Planning Budget
Industrial Media, LLC
August 26, 2021
When it comes to budgeting for E-commerce initiatives, it is no different than planning for a new store or a business unit. Most businesses think of E-commerce initiatives as easy as setting up a website, but unless you plan for all the necessary costs, you might not have clear visibility into the success of your e-commerce efforts.
The Brainstorm: E-Commerce Customer Service Strategies
Industrial Media, LLC
August 20, 2021
When it comes to customer service, you will often hear how important it is to provide extraordinary service. But in reality, consistency matters more than perfection. To provide a consistent service aligned to customers' expectations through digital and facilitate it through physical channels, you need a reliable and personable e-commerce infrastructure.
The Brainstorm: Shopping Cart Issues
Industrial Media, LLC
August 09, 2021
In 2021, 50% of US consumers abandoned online purchases due to additional costs and the checkout experience. To avoid these issues, you need to provide a frictionless experience and map their journeys precisely the way they would expect. A poor experience can lead to higher bounce rates and lower conversion, affecting the success of your e-commerce investments.
The Brainstorm: E-commerce Software Licensing & Contracts
Industrial Media, LLC
August 04, 2021
Enterprise software systems have come a long way with the advancements in technologies and software delivery models such as cloud computing. These delivery models make software and e-commerce websites accessible to SMB manufacturers. But if you don't understand the nuances of e-commerce software licensing and contracting in the new model, you might receive unexpected bills and face legal headaches. So make sure you understand licensing implications before signing any long-term contracts for your e-commerce platform.
The Brainstorm: E-commerce Deployment Strategies
Industrial Media, LLC
July 22, 2021
Traditionally, most businesses deployed their e-commerce websites in their data centers. So, while you didn't have to worry about the yearly licensing costs, it was your responsibility to take care of the speed, security, and upkeep of your hardware. With the advancements in technology, there are tons of subscription options available for business owners. But understanding the pricing and how each of its variables affects your site's performance could be tricky.
The Brainstorm: E-commerce Quotation Strategies
Industrial Media, LLC
July 15, 2021
Traditionally, most customers relied on salespeople to provide the quotes for their requests. However, they now like to research their options before engaging with a company. An e-commerce quoting system, also known as a configurator, provides them guided buying experience and assists with their research.
The Brainstorm: E-commerce Product Filters
Industrial Media, LLC
July 06, 2021
Unfortunately, most manufacturers leave technical issues such as product filters to their IT teams while being laser-focused on their advertising spend and messaging. But your e-commerce investments will not succeed unless you take a comprehensive approach to your customer experience. And product filters play a crucial role in that.
Web or Bust: Why E-Commerce is More Important than Ever for Distributors
Industrial Media, LLC
April 15, 2021
We talk a lot these days about what the “post-pandemic workforce” will look like. Will we recede back into our old habits or are some changes, implemented by necessity, simply here to stay?
For many organizations, the telecommuting trend was already used as a way to provide soft benefits for talent acquisition. Workers were already demanding flexibility in some sectors. We’ve already seen evidence that this trend will likely persist where there are investments in culture and retention.
ERP Trends: Future of Enterprise Resource Planning
SelectHub
December 16, 2020
An ERP software system is often one of the most significant investments a company will have to make. Not only is it a major financial decision, it’s also a practical one that can impact all parts of your business, like human resources, accounting, manufacturing, marketing and more. Buyers should research currently available solutions and ERP trends coming down the pipeline before selecting a system.
Manufacturing Trends: Leveraging Software and Tech to Maintain a Competitive Edge for 2021
SelectHub
October 26, 2020
From the artisans who bake a $20 loaf of bread to the plant managers who make sure you’re never more than 20 feet away from a phone charger, manufacturing companies of all types face similar challenges during times of disruption. To maintain a competitive edge, many organizations are turning to manufacturing software. But when the software itself is rapidly changing, it can be tough to know where to start. That’s why we spoke to several experts to put together a list of the latest manufacturing trends and how leveraging these technologies can help you stay ahead.
5 Things You Need to Know to Sell Parts Online
Heavy Duty Parts Report
September 17, 2021
The eCommerce part you see online is just the tip of the iceberg.
You need to design this with your ideal customer in mind making sure the experience is great and the site is easy to use.
The investment required to transition to a digital sales channel and sell parts online is not a net new investment but rather a reallocation of resources that you are currently using in the traditional model.
Take a crawl, walk, run approach to transitioning to a digital sales channel and get your customers involved early.
Align your digital sales channel with your ERP/Accounting Software and off-line operational systems.
Marketing Mistake: Had No Inbound Marketing
Naked Marketing Podcast
September 16, 2021
On today’s episode of the Naked Marketing podcast, I’m joined by Sam Gupta, the Principal Consultant at ElevatIQ Inc. an Enterprise Resource Planning (ERP) business. Sam helps clients with systems and financial statements. The main industries he works with include manufacturing, distribution, and e-commerce.
Sam talks about his background and how he got started with his entrepreneurial journey. We talk about the most expensive problem that Sam’s business solves, helping businesses that are not able to scale. And, we chat about the financial benefits of standardizing processes and which industries can benefit the most from ERP.
Sam gets naked, sharing some of his marketing mistakes and the mistakes he’s seen in his two-decade-long career. He tells us which inbound marketing strategies have been most effective for him, as well as the role of emails, content and SEO in getting leads.
Sam Gupta’s Top Suggestions on How to Avoid Marketing Mistakes:
• Invest in inbound marketing, such as blogging and podcasting.
• Use personalized emails to nurture leads and stay top of mind.
• Invest in content marketing.
Finally, Sam advises, “…the best way to invest your marketing budget is in content to support your SEO because, unlike tradeshows, content is your intellectual property.”
What’s Your Digital IQ With Sam Gupta
Take Back Time Podcast
August 27, 2021
If we want to be productive, we must aim for continuous improvement. We need to realize that digital initiatives should be part of your continuous improvement plan. Digital IQ is very important, and our guest, Sam Gupta, explains why. Sam has been an ERP thought leader in the digital transformation space for nearly two decades, primarily focusing on financial systems and ERP. He spends his time consulting with SMEs as a Principal Consultant at ElevatIQ. In this episode, he joins Penny Zenker in discussing digital transformation initiatives for building and growing businesses. Tune in to learn more about his best practices!
EP 205: ERP with WBSRocks
The New Warehouse Podcast
August 23, 2021
On this episode, I was joined by Sam Gupta, Principal Consultant at ElevatIQ and the Founder and host of WBSRocks. Sam is a fellow podcaster and an ERP expert which is the focus of his consulting through ElevatIQ. I was a guest on Sam’s podcast, WBSRocks, and he has now come on my show to discuss ERP and how it relates to distribution and warehousing.
The Marriage of ERP and eCommerce
ET Podcast
August 19, 2021
Talking with many organizations in the manufacturing and distribution space, we hear all the time about organizations' internal systems not being integrated with one another. One of the biggest areas of concern we hear about is the marriage between ERP and eCommerce software that creates inefficiencies generating wasteful spending. We are elated to have Sam Gupta joining us this week on Exploration Tech to share his knowledge and experiences spearheading these challenges for the past 20 years.
Manage Supply Chain, People, Systems & Sales with an ERP
Nurture Small Business
August 17, 2021
A growing business needs processes and systems. When is the right time for an Enterprise Resource System? Sam Gupta of ElevatIQ shares his expertise on ERP systems and what to look for as well as pitfalls.
Sam is also the host of the WBSRocks podcast. His podcast takes a holistic and unique approach to crossing the chasm with business systems and technology. Special attention is given to the manufacturing, construction, and retail industries.
Business System Solutions with ElevatIQ's Sam Gupta
The Thoughtful Entrepreneur
August 16, 2021
In this episode, we discuss the company's needs for ERP systems at various stages of their lifecycles. We also discuss the challenges associated with implementing an ERP system on its own. Finally, we discuss how consulting companies such as ERP system integrators can find their clients and build their thought leadership.
Episode 61: ERP Systems with Sam Gupta of ElevatIQ
The Job Shop Show
August 04, 2021
Sam Gupta of ElevatIQ joins us as we take a deep dive into ERP Systems. Why do you need one? How do you chose one? How does it help with business transformation? ElevatIQ consults with companies to assist with the procurement of business systems such as ERP and provides implementation assistance.
Sam is also the host of the popular program WBSRocks; a community and a media company focused on digital transformation and business growth. It runs several initiatives including a podcast, clubhouse rooms, happy hours, Twitter chat, slack, and LinkedIn communities, and a network of LinkedIn influencers.
"Marketing with Russ... aka #RussSelfie" with Sam Gupta - Ep. 125
Marketing with Russ Podcast
August 02, 2021
Please join me and my guest Sam Gupta for an awesome discussion.
Sam has been a thought leader in the digital transformation space for nearly two decades, with the primary focus on financial systems and ERP. He has been part of large transformation initiatives for fortune-500 corporations but now spends his time consulting with SMEs as a Principal Consultant at ElevatIQ. Sam regularly speaks at industry conferences and contributes his experiences through many popular blogs and publications. He is always open to chat about technology and digital transformation topics on LinkedIn or Twitter.
How to go About Building a Tribe And Quickly Driving Growth
The Predictable B2B Success Podcast
July 27, 2021
In this episode, he shares how to go about building a tribe and quickly driving growth.
Some topics we discussed include:
Why build a community or tribe around your brand
The pros and cons of building a tribe
What is the best way to approach this
Metrics to use when building a community or tribe
Why be picky in recruiting members to your tribe
Why include a podcast in your community-building efforts
How Sam started this venture and what does community building look like today
How to leverage LinkedIn when building a tribe
How to create emotional experiences for the tribe to keep people coming back
Good practices to follow when building a tribe
and much much more …
ERP Thought Leadership Driving Digital Transformation | Real Talk Ft. Sam Gupta | Ep 37
Real Talk with Rob Tavi
July 21, 2021
Tune in to this episode of Real Talk ft. Sam Gupta and discover an ERP Thought Leader driving digital transformation! Advancing integrations with your organizations technologies are becoming an essential component of Enterprise Resource Planning. As technology evolves, system integrations are experiencing a revolution simplifying the communication between all of your organizations systems for maximum data output resulting in effective insights for growth while improving the customer experience.
Tags: Digital Transformation, ERP, Customer Experience
Cure your Growing Pains with Sam Gupta
Management Blueprint Podcast
July 19, 2021
Sam Gupta is the CEO and Principal Consultant at ElevatIQ, a digital transformation consulting firm focusing on business process automation, customer experience, continuous improvement, and marketing automation. We talk about human capital management, the art of incremental implementation, and why having the right people is crucial for digital transformations.
111: EFFECTIVELY IMPLEMENTING ENTERPRISE RESOURCE PLANNING
Digital Enterprise Society
June 29, 2021
The average company has between 300 and 600 business processes, all of which need to be managed. Enter enterprise resource planning, the operational glue for your company. To help explain the ins and outs of ERP, today Thom Singer and Craig Brown welcome Sam Gupta, Principal Consultant and CEO at ElevatIQ. Sam unpacks the mechanics of ERP and explains how to successfully implement it into your work. He explains how supply chain problems, e-commerce challenges, and even career roadblocks can all be solved with the proper implementation of ERP.
Community Builder - w/ Sam Gupta
Grind Sell Elevate Podcast
June 28, 2021
Sam Gupta has 20+ years of experience as a digital transformation consultant with a primary focus on ERP and financial systems. He also has 10+ years with several startups, going through the entire cycle and exit process to a Fortune 100 company. Built brands such as ElevatIQ and WBSRocks from scratch. A frequent contributor to major trade publications.
How to scale business architecture with growth
Tali Hasanov Podcast
June 08, 2021
We covered several points in this interview:
- the importance of different systems in the enterprise architecture and the role they play
- how does the need vary of systems across industries
- the factors that are most important to select the right systems
- the current utilization of the enterprise systems and the challenges in adopting them
- and much more
Empowering Industry Podcast Episode 58: ERP & Community Driven Marketing with Sam Gupta
Empowering Industry Podcast - A Production of Empowering Pumps & Equipment
May 31, 2021
This week Bethany and Bekah talk about ways to manage anxiety when returning to the office.
Then Charli interviews Sam Gupta, ERP Thought Leader, Super Connector, and host of the podcast WBSRocks.
Solving ERP Selection and Implementation Challenges - The Faces of Business
The Faces of Business Podcast
May 12, 2021
In this week’s The Faces of Business Episode, our guest speaker was Sam Gupta. Sam is the Founder, Community Builder, and Host at WBSRocks. Apart from this, Sam is also the Principal Consultant at ElevatIQ wher he helps manufacturers with ERP selection, implementation, automation, and process development.
The conversation started with Sam giving an introduction about himself. He said that he belongs to a manufacturing family and his family is very business-centric as well. This is why since as a child he learned a lot about business and was aware of a lot of terms by the time he went to college.
After this, Sam said that he tried to work on some entrepreneurial ventures when he was in college, but those weren’t enough to feed his family. This is when he changed his direction of work.
Moving on, Sam shared how he got into ERP. He said that he initially worked in VRP and then DRP, however, after some fails he realized that it was not for him. This is when his whole entrepreneurial journey gave him a perspective and later he started his own company ElevatIQ.
TME Podcast Ep44 | Building a Manufacturing Community Online w/ Sam Gupta
The Manufacturing Executive By Gorilla 76
May 04, 2021
If you want to build thought leadership around a product category, you need to create a community. The longer your sales cycle and the more complex your product, the more critical your community.
But how do you build a community around your product and not around yourself?
In today’s episode, I talk about the keys to success on social media with Sam Gupta, Host, Community Builder, and Founder at WBSRocks.
Here’s what Sam and I discussed:
What an online community is
Different platforms for building community online
Focusing on your audience’s problems — not your product
Focus and Execution Lead to Business Success Featuring Sam Gupta
GOING SOLO Podcast
April 30, 2021
Although Sam worked as an employee for a number of years before he started his current business, he has a long history of entrepreneurship. Once he landed on a winning strategy, he became very focused on the analytics that supports his success.
Tags: Digital Transformation, ERP, Entrepreneurship
Spearheading Technological Innovations in SMEs with Sam Gupta
Be++ Podcast
April 29, 2021
Be++ featured ElevatIQ principal consultant Sam Gupta who talked about how to spearhead technological innovations in small and medium enterprises and the challenges that came along in penetrating this market space.
How to Prepare for Your First ERP Project - Sam Gupta
Spend Culture: CFOs on People, Cash, and Organizations
April 26, 2021
In this episode, Sam Gupta, the Principal Consultant at ElevatIQ and host of the WBS Rocks podcast joins us to discuss how growing companies can identify whether they are ready for an ERP, and also how to make the best decision on behalf of their organization.
We chat about ERP implementations gone wrong, how to evaluate a solution, and getting the right stakeholders on board to make your tech stack a success.
2024 will continue to be uncertain because of macroeconomic headwinds. The economy might swing in either direction. We might go for a recession or maybe for a recovery later in the year. Most organizations are likely to be conservative with their digital transformation investments. 2024 is also going to be a year to learn how AI will impact the way we conduct business. The fastest impact we are likely to see in content generation, thus driving faster adoption of digital technologies and channels.
Cost-focused transformations will be the theme for 2023
Date : October 03, 2022
With the inflationary pressures and imbalances in Supply Chain caused by the macroeconomic events, companies will be conservative with their digital transformation budgets. The only digital transformation initiatives that are likely to be approved are the ones that will help with the near-term needs. Or help with the cash savings for the company.
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NetSuite vs IFS ERP Independent Review 2024
Acumatica vs Epicor Kinetic ERP Independent Review 2024
The Brainstorm: Pricing Strategies That Increase E-Commerce Revenue
The Brainstorm: How to Master E-commerce Sessions
The Brainstorm: Overcoming Channel Conflict
The Brainstorm: Measuring & Increasing Average Order Value
The Brainstorm: Personalization Strategies Vital to E-commerce Success
The Brainstorm: Customer Journey Mapping Essential to E-commerce Success
The Brainstorm: Why Companies Struggle to Identify Their Ideal Customer Profile
The Brainstorm: Successful E-Commerce Discount Strategies
The Brainstorm: How to Improve Conversion Rate
From four experts: Best Practices for ecommerce deployment
The Brainstorm: SEO Strategies
The Brainstorm: E-Commerce Planning Budget
The Brainstorm: E-Commerce Customer Service Strategies
The Brainstorm: Shopping Cart Issues
The Brainstorm: E-commerce Software Licensing & Contracts
The Brainstorm: E-commerce Deployment Strategies
The Brainstorm: E-commerce Quotation Strategies
The Brainstorm: E-commerce Product Filters
Web or Bust: Why E-Commerce is More Important than Ever for Distributors
What’s Your Digital IQ With Sam Gupta
EP 205: ERP with WBSRocks
Manage Supply Chain, People, Systems & Sales with an ERP
Business System Solutions with ElevatIQ's Sam Gupta
Episode 61: ERP Systems with Sam Gupta of ElevatIQ
