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  • 7 Steps to Achieve True AI Readiness in Your CRM
    October 30, 2025

    7 Steps to Achieve True AI Readiness in Your CRM

    Preparing your CRM for AI requires rethinking workflows to identify and address inefficiencies, focusing on strategic alignment rather than just automation. Define core outcomes and capture stakeholder perspectives to understand real workflows, using methods like voice notes to highlight gaps and...

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