Free white paper · 2026 edition
CRM: the secrets of a successful project.
Prepare, choose, deploy and keep alive a CRM that truly serves your teams, and gets you ready for AI. Advice and lessons learned from more than 65 Salesforce projects.
Contents
Six chapters, from scoping to the arrival of AI
- Why a CRM in 2026?Efficiency, conversion, loyalty, talent, and the foundation for AI
- Preparatory stepsSet the course, rethink processes, define KPIs, identify the data
- Choosing your platformSix criteria, plus a seventh for AI
- ImplementationFour principles, and the right reflex: stick to the standard
- Getting ready for AIWhat an agent inherits from your CRM, and where to start
- Keeping your CRM aliveContinuous improvement, new releases, steering, adoption
What you are about to discover
Based on more than 65 Salesforce projects
- The 4 steps to lay the right foundations before choosing the tool
- The 6 (+1) criteria for choosing your platform
- Why sticking to the standard saves time and money
- What an AI agent inherits from your CRM — data, permissions, automations
- A customer story — +25% productivity with Agentforce agents
- A 12-point checklist to check that your project is ready
New in the 2026 edition: a whole chapter on AI. A well-designed CRM, with clean data and controlled permissions, is the foundation for your AI agents. Our conviction: CRM first, then AI.
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