When AI Takes the Keyboard: CRM Without the Consultants

CRMs track data; they don’t drive deals.

Do you need training or consulting to use email?  Do you need training or consulting to order an item from Amazon?  Of course, the answer to both questions is “no.”

So why is so much training and consulting needed to use CRM systems?   CRM systems are supposed to help us sell our products and services.  But do they really do it?

Even with extensive investment in consultants, so many CRM efforts fail to help us sell.  How can that be?  Surely the consultants can configure CRM systems to help us sell more stuff.

The practical reality, though, is that CRM systems are very good at tracking opportunities, accounts and contacts.  Essentially, CRM systems are merely a database for entering, sorting and reporting data — not a selling savant.

That’s why an army of consultants are required to configure, implement and train users to help guide salespeople.  But even after spending major dollars on CRM projects, many projects fail to meet expectations because the systems fail to teach and guide salespeople and sales leaders on context sensitive best practices on everything from sales process to sales tactics and pricing.

This is where MOIC’s AI-driven CRM enhancement application (Pipeline Grader) enters the equation.  Only MOIC Pipeline Grader truly uses AI (through its Compass module) to eliminate the need for consultants and to steer salespeople toward winning enterprise class deals faster with greater efficiency and predictability.
 
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Consultants beware: you are no longer needed to implement a true sales execution system that leverages and enhances the CRM data.  Effectively, MOIC is able to “Amazon” an entire cottage industry that has cost companies significant dollars without providing commensurate returns.

If your organization could benefit from a zero consultant sales execution system that offers context sensitive (leverages your tribal knowledge and industry best practices) guidance, please email dave@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.