warningThe Readiness Gap

Human-built CRM
!= AI-ready

Your CRM was built for clicking, scrolling humans, not autonomous agents. Your current data architecture is the single biggest bottleneck to AI adoption.

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Failure Modes

Why simple AI implementations fail when they hit real-world data.

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Fragmented Truth

Data silos prevent LLMs from seeing the whole customer context. Sales data lives in Salesforce, usage data in Snowflake, and support tickets in Zendesk. The AI sees three strangers, not one customer.

Fragmented Truth

Copies spread. Links don't reconcile.

SalesDataSupport
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Brittle Automation

Zapier spaghetti breaks the moment a field changes. Unreliable triggers cause silent failures. Your "automation" requires more maintenance than manual work.

Brittle Automation

Workflow runs, then breaks silently.

TriggerLookupUpdateNotifyField renamedNo alert. No failure logged.
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Reporting Theater

Dashboards that look green but hide operational rot. Executives make decisions based on "vanity metrics" while the ground truth in the database tells a completely different story.

Reporting Theater

Dashboards glow while the rows decay.

On Target+9% MoM
The Truth
raw_rows: 4,892 -> 2,017
Vanity metric. Ground truth differs.
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The Spaghetti Stack

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ERR_SYNC_CONFLICT: Contact updated in Hubspot overwrote Salesforce ID.
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MISSING_FIELD: 'Revenue_2023' null in warehouse.
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CONTEXT_WINDOW_EXCEEDED: Too much unstructured junk data.

Your architecture today

The Anatomy of a Mess

Most companies have "accidental architecture." Tools were bought by different departments at different times with no unifying strategy.

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    Duplicate Records

    AI models hallucinate when fed two conflicting truths about the same entity.

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    Unstructured Chaos

    Critical context is trapped in PDF attachments and call recordings, invisible to structured queries.

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    API Rate Limits

    Real-time AI agents hit API walls instantly when architecture isn't event-driven.

The Cost of Confusion

It's not just a technical headache. It's an expensive operational drag that kills velocity.

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Wasted Headcount

Salesforce users spending most of their time on admin work, CRM updates, and manual data entry instead of value-driving work.

Sources: Salesforce.com / Databar.ai

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Reliable Forecasts

Decisions made on gut feeling because the dashboard is untrustworthy.

AI Hallucinations

Models confidently generating wrong answers based on bad data.

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Stop building on quicksand.

You can't buy AI readiness off the shelf. You have to architect it. I help companies clean the foundation so they can build the future.