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Beyond Traditional CRM: What Changes When AI Starts Taking Action?

Live Webinar
Tue, 22 Sep, 10:00 am - 10:45 am
Sam Graber

Beyond Traditional CRM: What Changes When AI Starts Taking Action?

Please register with your work email address, as personal emails may not be accepted.

Most organisations have already started using AI to help people work more efficiently. The next step is Agentic CRM, where AI doesn’t just assist employees but actively carries out tasks, makes recommendations and helps drive customer outcomes.

In this next webinar, we’ll explore what changes when AI moves from being a tool that supports work to becoming a digital teammate that can act on customer signals, automate processes and help teams focus on higher-value activities.

We’ll discuss how organisations are using Microsoft Dynamics 365, Copilot and AI Agents to transform sales, marketing and customer service, and what practical steps are needed to make that shift successfully.

You’ll learn:

  • What Agentic CRM means in practice and how it differs from traditional CRM
  • How AI Agents can take action across sales, marketing and customer service processes
  • The business outcomes organisations are achieving through AI-driven customer engagement
  • The foundations required for successful adoption, including data, governance and user readiness
  • Real-world examples of how organisations are beginning their Agentic CRM journey

Whether you’re exploring AI within CRM or planning your next phase of digital transformation, this session will help you understand what changes when AI starts taking action.

Who should attend?

  • Business Leaders
  • Customer Service Leaders
  • Sales and Marketing Professionals
  • CRM owners
  • Digital Transformation Teams
  • Anyone interested in the future of customer engagement