The CRM Reality Check: What You Must Know Before Entering 2026 | The CTO's POV

The CRM Reality Check – What You Must Know Before Entering 2026 Host: Surbhi Rawat, Head of Marketing | Guest: Vishwajeet Srivastava (VJ), CTO at Cyntexa

🚀 Your CRM decision must be Risk-Proof. Download the Webinar Deck for Deeper Decision-Making Clarity:
https://shorturl.at/BH89v
Contact Us if you're still Confused about which CRM to choose for your Business in 2026: https://shorturl.at/54Du5

2025 forced a realization across the industry: CRM is no longer just a supporting system—it is the operating system for modern business. But not everyone was ready.

In this deep-dive session, we analyzed the massive shift in CRM strategy, dissected what actually worked in 2025 (and what burned teams out). We broke down the platform race between Salesforce, HubSpot, ServiceNow, Dynamics 365, and Zoho, and provided a "CRM Fit Matrix" to help you choose the right path for 2026.

📋 Webinar Agenda:
The CRM Year Nobody Was Ready For: How CRM shifted from a system of record to an operating system for finance, operations, and compliance.
What Actually Worked in 2025: Why the winners were the ones who moved from "Data Storage" to "Data Action" (and why AI wasn't just an add-on).
The Burnout Report (Expensive Lessons): The cost of bad data, "panic migrations," and ungoverned AI adoption.

Platform Moves That Defined the Race:
Salesforce: The push for AI governance and the "trust layer."
ServiceNow: Experience-first service operations.
HubSpot: Prioritizing adoption and ease of use.
Dynamics 365: Compliance and IT alignment.
Zoho: The unified suite for efficiency-focused leaders.
The CRM Fit Matrix: How to match your revenue strategy to the right system architecture.

Entering 2026 Like a Pro: A decision playbook for upgrading with intent, refactoring data models for personalization, and measuring adoption by reduced effort, not just logins.

Who is this for?
CROs & Revenue Leaders fixing pipeline forecasting.
CIOs & Transformation Officers prioritizing AI governance.
Platform Owners (Salesforce, HubSpot, ServiceNow, etc.) are preparing for 2026 upgrades.

Timestamps:
00:00 - Intro: Why is CRM Now the "Business Operating System"?
16:46 - 2025 Review: Why Did Strategies Fail & What Actually Worked?
31:15 - Salesforce: Is Agentforce the Leader in AI Governance?
34:56 - HubSpot: How Does Data Hub Improve GTM Execution?
38:22 - Microsoft & ServiceNow: Copilot vs. Control Tower Capabilities
44:29 - Zoho: Is Zia Agent the Best Option for SMBs?
47:58 - Selection Guide: How to Choose the Right CRM (Fit Matrix)?
1:05:00 - Pricing: How Much Do Quick Start Implementation Packages Cost?
1:07:39 - 2026 Playbook: How to Design AI Guardrails & Scale Safely?
1:13:07 - Offers: Free Health Checks & Final Q&A

Why Choose Cyntexa?
Cyntexa is a Salesforce Summit (Platinum) Partner and a global leader in cloud consulting.
300+ Certified Experts: Deep technical expertise across the entire CRM landscape.
Multi-Cloud Strategy: We don't just know CRM; we know how it connects to AWS, Google Cloud, and Azure.
Outcome-Focused: We move beyond implementation to drive actual business results and revenue efficiency.

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Cyntexa is a leading cloud service provider at the forefront of cutting-edge technologies. With a dedicated team of over 400+ experts, we specialize in delivering top-notch solutions across a spectrum of platforms, including Salesforce, Google Cloud, AWS, ServiceNow, and Azure.