From Systems of Record to Systems of Action: Unlocking AI in CRM and FP&A

In this episode, Kyle Roemer, Steve Jones, Bryce Baker, and Justin D’Onofrio discuss how AI is being applied inside existing CRM and FP&A systems to drive real business value. The conversation explores practical use cases in platforms like Salesforce and modern financial planning tools, from improving sales workflows and forecasting to automating analysis and decision support.Their discussion emphasizes starting with use clear business problems, clean data, and workflows teams already use, offering a grounded look at where AI is delivering results today and how operators can prepare for what comes next.