Turning CRM into an AI‑ready platform: what it really takes
Join a small group of senior technology, digital and business leaders to compare how organisations are tackling fragmented customer data, platform complexity and the pressure to make AI useful.
An open exchange of experiences and practical perspectives. No product demos. No pitches.
Interested in joining? Let's start with a short conversation.
Book a 20-minute callA table of senior peers
Senior leaders across sales, customer service, operations, technology, digital transformation and data.
What brings them together is the challenge of making customer information, systems and AI work better for their teams and customers.
AI ambitions are accelerating. Are the foundations ready?
Ask three teams about the same customer. Get three different answers.
Customer information is fragmented across systems. Data is difficult to trust. Platforms have accumulated complexity over time. And even when the technology is there, initiatives can stall because ownership is unclear or the business is not fully engaged.
This roundtable brings together leaders working through these challenges to discuss what needs to change, where to start and how to keep things moving.
What we'll explore together
Trusted customer data
How do you create a reliable view of customers across fragmented systems and teams?
A platform ready for AI
What needs to change in your CRM and wider technology landscape before AI can deliver meaningful value?
Transformation that moves forward
How do you structure initiatives, set priorities and prevent delivery from stalling?
Business ownership
How do you get the business actively involved in shaping and owning transformation?
The conversation will be shaped by the challenges participants bring to the table.
Perspectives you won't get inside your own organisation
A view beyond your own organisation
Compare experiences with peers facing similar platform, data and organisational challenges.
Practical approaches to shared problems
Hear what others have tried, what has helped and where they are still getting stuck.
A clearer sense of what to tackle next
Use the discussion to challenge assumptions and consider priorities for your own organisation.
Kraftwerk Zürich
A historic former power substation in central Zürich, a few minutes' walk from Selnau station.
Open in Google Maps8001 Zürich
Hosted by Aledus
Aledus is a Zürich-based Salesforce advisory and delivery partner. We help organisations manage complex Salesforce environments, connect customer data and move transformation initiatives forward.
Interested in joining? Let's talk.
We're keeping the group small so everyone has space to contribute.
Before confirming your invitation, we'll have a 20-minute conversation about your role, the challenges you're working through and what you'd like to get from the discussion. It's also an opportunity to ask questions about the event and help shape the agenda.
- 1Book a call
- 2Share your priorities
- 3Receive your invitation
Questions? Contact info@aledus.com