12 min read
Esteban Cordero | Oct 20, 2026
AI agents in a CRM are software components that research accounts, qualify leads and draft or execute follow-ups using the system's own data. Through the Model Context Protocol (MCP), the same CRM can also connect to assistants such as ChatGPT,...
The budget committee of a life and health insurer is reviewing next year's investments when the chief financial officer turns to the head of customer...
It is a Monday in late September at a regional auto and home insurer, and the storm season has left the claims floor with three times its usual open...
Right Person, Right Time, Right Product, Right Price.
At the end of every month, many sales departments face the same situation: the team presents a sales forecast that seems reasonable, but actual...
A company may have a CRM to manage customer relationships, an ERP to oversee operations, and several applications developed to address specific...
Try an uncomfortable experiment. Ask ChatGPT, Gemini, Copilot, or Perplexity what your company does. Then ask a second question: Why should I hire...
The problem isn't always a lack of technology. Sometimes it's the difficulty of changing what we've already built.
B2B buyers increasingly research vendors with generative AI and arrive convinced before they arrive informed. Sales now has to validate and sometimes...
What happens when a company thinks it knows its customers, but in reality only knows an outdated version of them?
