Don't Implement AI Until You Fix This One Thing in Your CRM!
Автор: Cyntexa
Загружено: 2026-01-08
Просмотров: 342
Is your CRM actually ready for AI, or are you just adding weight to a cracking foundation?
This year, many organizations realized a harsh truth: Years of unchecked customizations have left their CRM foundations weak. It’s like trying to build a massive skyscraper on four pillars that can't support the load.
In this video, we discuss why jumping straight into AI and automation without a proper sequence is a recipe for disaster. We break down the correct roadmap:
Data: Ensure you have clean, structured data.
Unification: Bring that information together.
Actions: Define what you can do with that data.
Automation/AI: Only then do you automate.
Discover how Cyntexa, a trusted Salesforce Crest Partner, can transform your business with cutting-edge cloud solutions at https://cyntexa.com/?utm_source=YouTube.
#crm #salesforce #digitaltransformation #ai #crmstrategy
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