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Executive roundtable · Zürich

Turning CRM into an AI‑ready platform

What it really takes. A closed peer discussion for senior technology, digital and business leaders.

Book a 20-minute call

No demos. No pitches. Seats are limited.

19
November 2026
  • CityZürich
  • FormatSmall-group discussion
  • AccessBy invitation
Why now

AI is only as good as the data and platforms underneath it. In many organisations, that foundation isn't ready yet.

Fragmented data

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

Accumulated complexity

Years of platform decisions now slow down every change.

Stalled initiatives

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

The discussion

Five questions for the table

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

01How do you create trusted customer data across fragmented systems?
02What needs to change in your CRM and platform landscape before AI can deliver real value?
03How do you keep transformation initiatives moving instead of getting stuck?
04How do you get real business ownership, rather than leaving transformation with IT?
05Where is the biggest gap between AI ambition and operational reality?
From our work

What a foundation looks like in practice

CNH Industrial · Manufacturing

Connecting customer data and dealer operations

A global equipment manufacturer selling through independent dealers couldn't see its end customers, and leads had no clear owner. We unified four data sources into one identity layer, delivered on a live system without disrupting dealers.

Why it matters for AI: an agent can't serve a customer the business can't see.
~2Maccount records brought into scope
4data sources unified
4 go-livesin 5 months, on a live system
Who is in the room

Leaders with a broader agenda

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
What to expect
  • A working session with a small group of peers
  • Open discussion of what's working and what isn't
  • Perspectives from outside your own organisation
  • Product demos or sales pitches
  • Conference-style presentations
19 November 2026 · Zürich

Let's start with a short call

A 20-minute conversation helps us understand your context and make sure the table is right for you. If it is, we'll send your invitation.

Book a 20-minute call Prefer email? info@aledus.com