About the episode
Your sellers have plenty of customer information. Knowing which account needs a call today can still take hours of digging.
On The Age of AI, SugarAI CEO David Roberts joins Shelly Kramer to explore where CRM has fallen short for sellers—and how connecting customer, sales, and ERP data can help them spot risks and opportunities in time to act.
Watch the conversation to learn:
Why a complete customer view can leave sellers overwhelmed.
How ERP data can flag missed reorders and cross-sell opportunities.
What AI can do to help newer reps benefit from the knowledge of experienced sellers.
Why helping the middle 70% of your sales team improve can have an outsized impact on revenue.
