Best Practices for CRM Adoption & AI Innovation
Jul 30, 2026 ยท 21m
Topics discussed
Introduction and guest Chris Pillmeyer from Salesforce
CRM as a 'getcha' tool and single source of truth
Aha moments and AI-driven deal progression
Advice for sales leaders on CRM adoption
Reducing non-selling tasks to increase customer time
Headless CRM and working in the flow of work
Best practices for a rep's daily workflow
Eliminating admin days and simplifying sales processes
Coaching managers using CRM data and insights
CRM usage stats and evolution to revenue orchestration
Future of self-driving AEs and human-agent collaboration
New prospecting agent and show outro
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