Strong opinions on AI, operations, and what it actually takes to build something that works.
Every mid-market company I talk to describes their CRM the same way. 'It's pretty good. Could use some cleanup.' It is never pretty good. The AI you are about to connect to it has no idea what pretty good means.
Most mid-market AI projects start with a list. Automate the reporting. Fix the handoffs. Improve the forecasting. Speed up the onboarding. The list is where the project dies.
The tool is live. The seats are paid for. And eleven people have logged in, four of whom are on the implementation team. This is the most expensive non-problem in mid-market operations right now.
I have never, in two years of sitting in AI presentations, seen a demo fail. This should worry you more than it does.
Most AI projects in mid-market companies fail at the coordination layer, not the model. The problem is not the AI. It is where it gets plugged in.