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AI CRM Podcast

Podcast de CRMPosition

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Tecnología y ciencia

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AI is transforming CRM, sales, marketing automation, and customer experience. The AI CRM Podcast explores how AI agents, generative AI, and automation reshape customer engagement and revenue operations. Get practical insights on CRM strategy, lifecycle orchestration, contact center AI, and personalization at scale. Covering platforms like Salesforce, Microsoft Dynamics 365, HubSpot, SAP CX, Oracle CX, and Adobe Experience Cloud. Built for CRM leaders and technology decision-makers.

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35 episodios

Portada del episodio Why Speech‑First AI Is Killing Text‑Based Contact Center Agents

Why Speech‑First AI Is Killing Text‑Based Contact Center Agents

If you keep betting on text‑based bots, you’re silently draining your containment rates and compliance safeguards. In this episode you’ll learn: - How OASYS’s speech‑native architecture slashes end‑to‑end intent latency to under 150 ms and boosts accented‑English accuracy by 15 % versus conventional ASR + NLU stacks. - Why phoneme‑level state retention eliminates false‑positive barge‑ins and enables seamless code‑switching, delivering a measurable 12 % drop in false‑negative escalations. - What the shift to a voice‑first platform means for your organization’s talent model, QA metrics, and vendor‑risk strategy, including escrow considerations for proprietary acoustic models. This conversation is for Contact‑Center Technology VPs, Speech‑Analytics Leads, and anyone responsible for next‑generation CX automation. We dive deep into SoundHound AI’s OASYS platform, showing how its proprietary acoustic models trained on contact‑center‑specific corpora (insurance claims, retail orders) translate directly into higher first‑call containment and lower average handle time—often under eight seconds. You’ll hear concrete examples of how the system preserves the acoustic stream during barge‑in, prevents transcript‑induced re‑triggers, and uses prosody‑based sentiment cues to trigger real‑time escalations without a separate text‑sentiment model. We also explore the hidden cost savings: a 40 % reduction in omnichannel integration effort, faster compliance audits thanks to minimized PCI‑DSS exposure, and a tighter service‑level agreement framework that can reshape outsourcing contracts. Don’t miss the chance to re‑architect your CX stack before competitors lock in legacy text pipelines. Hit subscribe and follow the series for weekly insights that turn cutting‑edge speech AI research into actionable strategies for your contact center. Discover why voice‑native AI, not text‑centric bots, is the decisive advantage for modern contact centers and how OASYS’s speech‑first architecture is redefining CX performance on Spotify.

20 de may de 2026 - 20 min
Portada del episodio How AI Agents Are Closing Deals in Conversational Commerce 2.0

How AI Agents Are Closing Deals in Conversational Commerce 2.0

If your WhatsApp bot is still sending links to your website, you are throwing up to 35% of your revenue in the trash. Welcome to Conversational Commerce 2.0, where the "Redirect Drop-off" is dead, and the sale ends exactly where it began: right in the chat. In this episode, we explore the groundbreaking application of AI in CRM and why the traditional URL is becoming a legacy technology. We dive deep into how autonomous AI tools, like Salesforce Agentforce, are transforming customer experience by moving beyond simple, reactive FAQ chatbots. By directly querying the CRM's Data Cloud for real-time inventory and customer purchase history, these AI agents act as a powerful Negotiation Engine. We break down how your CRM data enables AI to offer dynamic, hyper-personalized discounts in real-time—like giving a 5% discount to a VIP customer who hasn't purchased in 90 days—to autonomously close the deal without any human intervention. Key Takeaways You’ll Learn: * The 30% Friction Tax: Why forcing users to leave a chat thread to open a mobile browser kills conversions, and how "Zero-Friction" agents prevent this. * The Infinite Storefront: How AI uses CRM history to generate a custom, hyper-personalized catalog directly within a WhatsApp message, making traditional homepages obsolete. * Unmatched Conversion Rates: Why AI-driven, behavior-triggered messages are generating a 60% Click-Through Rate (CTR) compared to the standard 5% seen in email marketing. * Integrated Payments: How closing the loop with integrated payments (like WhatsApp Pay or Stripe) in a single persistent thread is redefining retail. It's time to stop building "Checkout Pages" and start building "Checkout Agents". Tune in to discover how integrating generative AI with your CRM is the most powerful personalization tool in the history of retail.

8 de may de 2026 - 14 min
Portada del episodio Own Your CRM Brain: Private AI, Customer Intent, and the WhatsApp Sovereignty Paradox

Own Your CRM Brain: Private AI, Customer Intent, and the WhatsApp Sovereignty Paradox

In 2026, relying entirely on public clouds for your Customer Relationship Management (CRM) isn't just a risk—it's giving away your competitive advantage. Welcome to the "Sovereignty Paradox." In this episode, we dive deep into why enterprise CTOs are adopting "Hybrid Sovereignty" to protect highly sensitive customer data and transform their CRM strategies. Learn how top companies in finance and healthcare are splitting their AI architecture by using the WhatsApp Cloud API merely as a delivery channel (the "Mouth"). Meanwhile, they are keeping their powerful AI-driven CRM logic and customer intent processing (the "Brain") strictly behind their own firewalls using private Llama 4 GPU clusters. We discuss the $10 million AI governance moat, the strategic danger of letting Meta's cloud train generic assistants on your proprietary business intelligence, and how to truly own your customer relationships without sacrificing access to WhatsApp's 3 billion users. If your "Brain" is on Meta's cloud, you are training your own replacement. Stop renting your CRM from Meta. Tune in to discover how to deploy the "Premium Private AI" model and secure your enterprise's intelligence layer today

5 de may de 2026 - 17 min
Portada del episodio Navigating HubSpot's Credit Economy with Lean Teams

Navigating HubSpot's Credit Economy with Lean Teams

Is your SMB budget ready for the shift to usage-based AI? In this high-stakes episode of CRMPosition, we tackle the unique challenges that lean CX teams face when deploying HubSpot's powerful AI features. Forget enterprise-scale advice; we are looking at the operational survival guide for growth-heavy businesses that can't afford a single "Credit Cliff." We break down the hidden risks of "Credit Burn" and the "Beta Trap", where exciting new AI features transition from free to paid with only 30 days' notice. If you are an SMB owner, startup founder, or lead a small marketing team, this analysis is essential for maintaining your margins while transforming your customer experience. Key highlights in this episode: - The SMB Advantage: How lean teams can actually out-maneuver corporations by using AI for high-impact strategy instead of repetitive tasks. - Avoiding the "Beta Trap": Tactical advice on how to track HubSpot's feature transitions and avoid unexpected monthly overages. - The Data Quality Tax: Why poor CRM hygiene isn't just an annoyance anymore—it's a direct drain on your AI credit pool. - Decision Rights for Lean Teams: Who should actually be accountable for the AI credit bill when every dollar counts? Our expert presenters debate the uncomfortable truth: HubSpot's credit model is designed to force a higher level of operational maturity on SMBs. We close with a practical 5-step playbook specifically designed for lean teams to maximize their HubSpot AI ROI without breaking the bank. Subscribe to CRMPosition to get the straight talk on CRM and AI platforms without the hype. We break down the real state of the art so you can focus on building your business. Are you building a mature AI-driven SMB, or are you just one bad automation away from a budget disaster?

30 de abr de 2026 - 33 min
Portada del episodio Why Your AI Needs a Boss: Securing WhatsApp Agents with CRM Data Cloud

Why Your AI Needs a Boss: Securing WhatsApp Agents with CRM Data Cloud

What happens when your WhatsApp AI agent promises a customer a 90% discount just to be "nice"? In 2026, scaling AI isn't just about the speed of your responses; it's about the safety of your output and protecting your brand moat. In this episode, we expose the massive reputational and legal risks of "Polite Hallucinations"—a phenomenon where highly capable AI models fabricate promises, specific discounts, or delivery dates simply because they are trying to be agreeable. Most importantly, we dive deep into the ultimate enterprise solution: CRM-driven AI Governance.Discover why your AI needs a "boss" and how leading businesses are leveraging their CRM Data Cloud as the absolute "Source of Truth". We break down the innovative "Double Agent" architecture, a multi-layer validation system where a secondary Verifier Agent intercepts and fact-checks every single message against your CRM data before it ever reaches the customer. Key Takeaways in this Episode: * The "Polite Hallucination" Threat: Why conversational AI errors on platforms like WhatsApp feel like broken human promises and trigger brand betrayal. * CRM as the Governance Shield: How to integrate Retrieval-Augmented Generation (RAG) so your AI only speaks from your CRM's authorized corporate knowledge base. * The Double Agent Architecture: Inside the system where Agent B (the Verifier) strictly controls Agent A (the Conversationalist) using real-time CRM data. * EU AI Act Liability: Why saying "I don't know why the AI said that" is a $10M liability, and how CRM integration makes your autonomous agents 100% explainable and auditable. Tune in to discover why integrating your AI with a robust CRM Data Cloud is the difference between an AI that scales your business and an AI that burns your brand.

27 de abr de 2026 - 17 min
Soy muy de podcasts. Mientras hago la cama, mientras recojo la casa, mientras trabajo… Y en Podimo encuentro podcast que me encantan. De emprendimiento, de salid, de humor… De lo que quiera! Estoy encantada 👍
Soy muy de podcasts. Mientras hago la cama, mientras recojo la casa, mientras trabajo… Y en Podimo encuentro podcast que me encantan. De emprendimiento, de salid, de humor… De lo que quiera! Estoy encantada 👍
MI TOC es feliz, que maravilla. Ordenador, limpio, sugerencias de categorías nuevas a explorar!!!
Me suscribi con los 14 días de prueba para escuchar el Podcast de Misterios Cotidianos, pero al final me quedo mas tiempo porque hacia tiempo que no me reía tanto. Tiene Podcast muy buenos y la aplicación funciona bien.
App ligera, eficiente, encuentras rápido tus podcast favoritos. Diseño sencillo y bonito. me gustó.
contenidos frescos e inteligentes
La App va francamente bien y el precio me parece muy justo para pagar a gente que nos da horas y horas de contenido. Espero poder seguir usándola asiduamente.

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