Kantata Launches Expertise Agent - Destination CRM

Codifying your best practices into software sounds great — until you realize the software was never built around how your team actually works.

Kantata just launched something called an "Expertise Agent" — an AI layer that's supposed to bake your operational best practices into automated workflows spanning project delivery, finance, and CRM. The pitch is that institutional knowledge stops living in people's heads and starts living in the system.

For an ops leader, that's a real problem worth solving. The challenge is that tools like this tend to assume you already have clean, consistent processes running across connected systems. If your CRM is a patchwork, your financial data lives in three places, and your project delivery workflow is half-spreadsheet, half-habit — an AI agent coordinating across all of it mostly just automates the mess.

You've probably been promised this kind of "intelligent orchestration" before, under different names, from different vendors. The ones who actually got it working didn't start with an AI layer. They started by fixing how their CRM actually captured and moved data through the business first.

The most dangerous moment in any CRM decision is when new technology makes you forget that the foundation still isn't right.

#CRM #SalesOps #MidMarket #OperationsLeadership #CRMStrategy

Original Source

Best practices can be codified into workflows that securely coordinate actions across project delivery, financial systems, CRM platforms, and customer ...