AI can deliver quick productivity gains through meeting summaries, content support, and service assistance. But the real strategic value emerges when AI is connected with CRM data, workflows, governance, and the full customer journey. This article explains how companies can move from isolated AI use cases to a customer-focused AI strategy.
As AI reshapes sales and customer relationships, CRM becomes more than a system of record. Learn why management must treat AI-enabled CRM as a strategic business decision.
Traditional CRM platforms often force companies to adapt to standardized software. This article explores how vibe coding could change that by using AI to create custom CRM systems around real business processes, with more control over hosting, security, and long-term strategy.
Many companies either document CRM processes too little or make them overly complex. This article shows how to capture workflows in a lean, understandable, system-oriented way to improve clarity, faster onboarding, and better collaboration across teams.
Many companies want to use AI in CRM, but the real bottleneck is often poor data quality, unclear processes, and inconsistent system usage. This article explains what businesses need to fix first to make AI deliver real value.
CRM can become the central control hub for mid-sized businesses. This article shows which processes to digitize first to improve efficiency, transparency, and collaboration across sales, service, and operations.
CRM dashboards are everywhere—but rarely used as real management tools. The issue isn’t technology, but irrelevant KPIs and lack of focus. In this article, we show how to design CRM dashboards that go beyond reporting and truly improve decision-making across sales, service, and management.
