An AI native CRM should allow users to ask questions and receive detailed, context-rich answers, transforming how they interact with customer data and relationships.

AI native CRM systems can eliminate the cumbersome data entry process, allowing users to focus on building relationships rather than managing data.

CRM systems will continue to exist, but the focus is shifting from CRM-centric to AI-centric operations, as AI will manage customer engagement and activities more effectively.

The legacy CRM data model is limited by user input, leading to a compressed and incomplete view of customer relationships, whereas AI can provide a more comprehensive understanding.

The integration of AI in customer experience is not just about technology; it also involves understanding customer needs and interactions. I need to build an AI to help customers by understanding their needs and reducing their operational burden, which directly correlates with financial results.

AI can significantly enhance customer support and financial advice in our industry by automating transactional tasks, allowing for a better user experience.

Building AI products that can perform tasks traditionally done by humans, like customer support or sales, is challenging but essential for winning large enterprise contracts.

Sales processes can be significantly improved with AI, eliminating the need for manual forecasting and clerical work.

AI can help automate tasks that traditionally require human effort, potentially leading to a future where people can focus on more meaningful activities.