Duct tape AI onto the CRM or switch? - YouTube

Your CRM vendor just told you AI is coming in Q3. Maybe Q4. They'll keep you posted.

Meanwhile, your competitors aren't waiting.

Ryan and Paul at Cowork are sitting with a real decision right now: bolt AI tools onto a CRM that wasn't built for it, or switch platforms entirely. Neither option is clean. Duct-taping a third-party AI layer on top means more integrations to babysit, more things that break on a Tuesday, and data that lives in three places instead of one. Switching means the transition you swore you'd never run again.

This is the trap vendor roadmaps set for you. You picked the platform because it worked well enough at the time. Now the thing you actually need is six months out — if the release doesn't slip — and you're left choosing between a workaround and a restart.

If you're a mid-market ops leader, you've probably already been through one of these cycles. You know the duct tape route eventually becomes its own problem. You also know a full migration is six months of pain, political capital you'd rather spend elsewhere, and no guarantee you land somewhere better.

The real question isn't which option is good. It's which option leaves you less stuck eighteen months from now.

#CRM #SalesOps #AITools #MidMarket #OperationsLeadership

Original Source

The client loves their CRM. The CRM isn't adding AI until Q3 or Q4 at the earliest. Ryan and Paul are staring at a real decision: bolt Cowork and ...