Closed roundtable · By invitation

Turning CRM into an AI‑Ready Platform: What It Really Takes

A small peer discussion for senior technology, digital and business leaders. No demos, no pitches.

When19 November 2026
WhereZürich
FormatSmall group, peer discussion
Book a short call
Why this conversation

Ask three teams about the same customer. Get three different answers.

AI ambitions are accelerating. But in many organisations, the systems and data underneath them are not ready. An AI agent working from that data can't make consistent decisions either.

Data is hard to trust

Customer information is fragmented across systems and teams.

Platforms have grown complex

Years of decisions have accumulated into complexity that slows every change.

Initiatives stall

Ownership is unclear, or the business isn't fully engaged.

The discussion

What we'll explore together

The agenda gives the conversation structure. Most of the value comes from the people around the table.

  1. How do you create trusted customer data across fragmented systems?
  2. What needs to change in your CRM and platform landscape before AI can deliver meaningful value?
  3. How do you structure transformation initiatives so they keep moving rather than getting stuck?
  4. How do you get genuine business ownership rather than leaving transformation with IT?
  5. Where is the biggest gap between AI ambition and operational reality?
Who is in the room

Senior leaders facing similar challenges

You do not need to be a "CRM leader". In most organisations, CRM is one part of a much broader technology and transformation agenda.

TechnologyDigital transformationDataEnterprise platformsCustomer experienceService & operations
A working sessionNot a conference or a product presentation.
Peer discussionWhat's working, what isn't, and how others approach it.
Outside perspectiveViews from beyond your own organisation.
Your host

Hosted by Aledus

A Zürich-based Salesforce consultancy for organisations whose platform has become too important and interconnected for simple answers. We see these questions every day with Manufacturing and Life Sciences clients, and we want to hear how other leaders are answering them.

SummitSalesforce Consulting Partner
FY26Salesforce Rising Star Partner, Switzerland
4.98/5Customer rating on AppExchange
19 November 2026 · Zürich

Let's start with a short call

Seats are limited to keep the discussion focused. A 20-minute call helps us understand your context and make sure the table is right for you.

1Book a call2Share your context3Receive your invitation
Book a 20-minute call Prefer email? info@aledus.com