How to Get From Excel-Mania to Enterprise Reporting
ZohoDay 2025 offered the possibility for some good conversations with Zoho enterprise customers about their journey with Zoho. Another in-depth conversation I had during this event was with Adrian Castellanos of Selectra. Selectra is a French company that was founded in 2007. It specializes in helping customers, mainly consumers, compare and move between energy providers. From this segment, the company has expanded into other segments, with the mission to make the managing of utility bills simpler, cheaper, and greener. The company has more than 2,000 employees and is active in 17 countries across Europe, APAC and America. As Selectra’s business model is highly digital and fast moving, it requires strong, ideally real-time analytics capabilities to provide its services. Due to operating in different countries and different verticals, reporting processes have been based on Microsoft Excel, with these Excels differing across countries and even across verticals. Castellanos says that Selectra had “3 different countries, each one with several verticals. And the reporting was Excel. We had Excel for everything. Each department had their own Excels, their own reports. And you had managers spending two, three hours each week to update all their reporting. If they had to create a new one, they could spend one week doing only that. People that were more valuable doing their actual managers roles or if they were working with interns. Okay, it was the intern. But the interns need to learn the real work and not just the reporting. So, we require something. Hey, let’s automatize this. We are losing too much time. We are losing uh work hours uh each week just to...
ZohoDay 2025 Brings Enterprise Swagger to the Lake
Zoho held its annual ZohoDays outside of Austin in the beautiful Horseshoe Bay resort. While this is a good way away from Austin proper, it also gave the opportunity to have long and good conversations with Zoho execs, customers and fellow analysts outside of the conference and meeting rooms. And guess what, this is exactly what happened. Big time kudos to Sandy Lo with her amazing team for organizing this and of course also to all the Zoho execs, including the newly minted Chief Scientist Sridhar Vembu, Zoho’s new CEO Mani Vembu, Tony Thomas, Raju Vegesna, Vijay Sundaram and many more, who all were more than willing to share information and, even more importantly, get feedback. The latter is not something that we analysts take for granted. Besides the usual – and important – state of the business update by Vijay Sundaram, the event revolved around three main topics · AI · Enterprise and partner strategy · Industry strategy As Zoho is privately held, we are not given details, nor at liberty to divulge as much as we learned. So, suffice it to say, that Zoho grows healthily in the value chain from unpaid users to customers, to revenue to retention. The company announced having hit the milestone of $1bn US in revenue already in 2022 and is growing healthily in all of these categories while being healthily profitable. With this out of the way, let’s have a look at the main topics. Artificial Intelligence Artificial Intelligence is one of the main reasons for Sridhar Vembu focusing on technology. He was very hands-on...
Sweet Transformation: Inside SugarCRM’s New Direction
Fresh from the 2025 SugarCRM Analyst Summit, waiting for my plane home, it is time to sort my thoughts. From Monday, 1/27 evening to Wednesday 1/29 in the morning we had some time jam packed with information and good conversations with SugarCRM execs, customers, and in between analysts. The main summit started with a bang, namely the announcement that industry icon Bob Stutz joins the SugarCRM board of directors, which is something that few of us, if any, had foreseen. This is exciting news. With David Roberts, who succeeded Craig Charlton in September 2024, SugarCRM itself has a new CEO with a long time CRM pedigree. As with every leadership change, this promises some change. Every new CEO evaluates what they see vs. where they want their company to go and then, together with the team, establishes and executes a plan to get there. Usually, this involves some change in the structure of the executive leadership team, too. This is what happened and happens with SugarCRM. The company had and has a strong leadership team, with new faces like Paul Farrell (joined in March 2024), Jason Glass, and soon a new Chief Customer Officer – although with Christian Wettre or Chris Pennington some other strong players left for various reasons. As I have written in the past, the company has a great yet varied history and, more importantly, potential due to great software. What SugarCRM to some extent is missing is a distinguishable identity. In a market that is as crowded as the CRM/CX market, differentiation is of crucial importance. As I have said and written before, SugarCRM’s messaging...