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Dan is CMO of Workbooks, a leading global CRM SaaS vendor.
Firstly, tell us a little about the purpose and driving factors behind your recent survey.
This issue spans across businesses of all sizes, from SMBs to enterprises.
Read our guide to thebest CRM for small business.
For CRM users, AI certainly has its merits in streamlining certain processes and providing data-driven insights.
However, it lacks the empathy, understanding, and adaptability inherent in human interactions.
Do you believe AI has a role in the future of CRM?
If so, how and where?
Yes, AI undeniably has a significant role to play in the future of CRM.
Read our fullWorkbooks review.
This insight sheds light on the significance of the vendor-customer relationship throughout the CRM lifecycle.
What can businesses be doing across the board to ensure that AI doesnt negatively impact customer relationships?
Address nuanced needs: Businesses have unique requirements and challenges that AI bots may struggle to address effectively.
