In the AI age, leaders must reimagine CRM as the core of their businesses to stay relevant and unlock growth.
By Elisha Harrington, APAC Innovation Officer
Today’s customer relationship management (CRM) has reached a breaking point. As Forrester Vice President Kate Leggett characterizes it, modern-day CRM systems are overengineered, and their complexity is killing value.
Yet organizations remain trapped in reactive roles, constantly responding to emergencies while lacking comprehensive customer context.
Today, much of a typical sales rep’s workday is spent toggling between multiple applications while trying to manage customer calls. Account information is scattered across disconnected systems, making specific details difficult to find when they’re needed. Meanwhile, every morning, customer experience leaders are greeted with an inbox full of customer crises: urgent escalations, unexpected churn risks, and deals on the brink. They mobilize teams to put out fires today, knowing that a new set will ignite tomorrow.
Imagine a different reality: In 2030, your CRM won’t be a system you log in to and navigate via drop-down menus and text boxes. Instead, AI agents will help deliver new levels of service before the customer complains and anticipate customer needs based on market signals or weather data. An AI-powered CRM will enable entire customer portfolios to be managed dynamically, with humans stepping in only for high-impact interventions. For employees, intelligence will be embedded in daily workflows, empowering them to have complete visibility into customers, nurturing strategic relationships, and creating value.
To get to that future, we must move beyond incremental improvements. The CRM of the future will be an AI-driven enterprisewide intelligence hub. Rather than layering automation onto existing interfaces, tomorrow’s AI-native CRM will collaborate with employees, enabling them to evolve from emergency responders to cultivators of customer relationships.