A New Era for CRM

From systems of record to systems of execution

Every generational shift in CRM — from Act! to Siebel to Salesforce — introduced new technology that unlocked real ROI for sales organizations, but each wave also increased complexity and cost.  Salesforce originally believed CRM should require no training, like Facebook or Amazon.  Instead, it became so complex that it demanded expensive implementations and created an entire cottage industry just to operate it.  Today, with the advent of agentic AI, we are entering another generational upgrade in sales capability— but this time at an unprecedentedly low cost to deploy.

Agentic AI is designed to assist users toward a desired outcome, but enterprise software sales is not a mechanical process.  The system must have a point of view — an embedded understanding of how buyers make decisions, how value is proven, and how momentum is created.  When that intelligence is applied, agentic AI can collapse entire functional layers —BDRs, sales operations, value engineering, and even elements of Revenue Operations — into a single orchestrated workflow powered by private language models.  The result is not just automation, but continuous execution: identifying target accounts, generating personalized outreach, converting early signals into customer-specific follow-ups, business cases, and proposals, and repeatedly teeing up opportunities for sales teams to close.

The economics are compelling. In a typical eight-hour day, a rep may spend two hours on sales operations, leaving six hours for discovery.At thirty minutes per call, that’s twelve conversations.  Remove the operational drag and four additional calls become available — a 33% increase in selling capacity, which effectively feels like a 33% reduction in cost of sales.  That lift directly improves Rule of 40 performance, and the way organizations capture it is by applying a disciplined business-case method that quickly converts freed capacity into revenue.

This is no longer theoretical.  Tasks that once took hours are now taking minutes.  Lead generation becomes profile-driven, outreach becomes personalized by default, and data collected in early interactions automatically converts into tailored business cases and proposals.  The promise of AI-based sales systems is now real.  If you’re ready to embrace the next generation of sales enablement, explore MOIC Pipeline Grader at www.moicpartners.com.

 

Dave Levitt

Dave Levitt brings a wealth of experience with more than 40 years in the enterprise software space. Having served as Sr. Vice President, Worldwide Sales, at LiquidFrameworks, Dave played a crucial role in scaling their "quote to cash" platform, leading to its acquisition first by Luminate and then by ServiceMax. His strategic prowess was further proven as he created and spearheaded the Energy Business Unit at Salesforce, growing it from inception to $100 million in total contract value. His extensive background also includes sales roles at SAP, Siebel Systems, Oracle | Datalogix, and as a board member for several tech innovators.