When Companies Start Using AI to Build Their Own CRMs
March 13, 2026
A Head of Capital Markets sat across from me a few months ago, frustrated that his team was trying to
Why CRM Systems Fail and How to Fix Them
CRM problems don’t show up at go-live. They show up months later when leadership stops trusting the data, teams build shadow systems, and your platform becomes compliance infrastructure instead of a decision engine.
These insights are based on 22+ years of Fortune 500 operations experience (GE Aviation, Dell, Chase, Farmers) and direct work with mid-market financial services, nonprofits, healthcare, and professional services firms navigating CRM implementation, AI governance, and digital transformation challenges.
