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Salesforce's "Headless" CRM, Our AI Maturity Framework & an Account Research Example

Dela

Hot take: not every AI use case needs an autonomous agent.

This week, Charlie and Crissy are unpacking Salesforce's new "headless" CRM. Then, they walk through CS2's AI Maturity Framework, grounding it in a real-world account research example.

Our biggest takeaway? Stop thinking about AI maturity at the company level and go use case by use case. The most complex solution isn't always the right answer.

This week:

00:00 Intro

00:43 Salesforce's "Headless" CRM

15:30 AI Maturity Framework & Account Research Example

38:01 How to Decide Which Maturity Level to Use

Hear more from us:

Subscribe to us on Youtube: https://www.youtube.com/channel/UCN-x5u0G03LWmU0Ds_4zR8w

Subscribe to our newsletter here: https://www.cs2marketing.com/revenue-growth-architects#subscribe-to-newsletter

Follow Crissy on LinkedIn: https://www.linkedin.com/in/crveteresaunders/

Follow Charlie on LinkedIn: https://www.linkedin.com/in/charliesaunders/

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