Matt Serna: The End of Manual CRM Updates | Ep 1273

In this episode of The Digital Executive Podcast, host Brian Thomas sits down with Matt Serna, Head of Go-To-Market at Lightfield, to discuss how AI-native CRMs are transforming the future of sales and customer engagement. Drawing on his experience at leading AI companies including Replicant and Notable, Matt explains why traditional CRMs have long struggled with incomplete and outdated data, limiting their ability to deliver real value to sales teams. Matt shares how Lightfield’s agentic CRM automatically captures and structures customer interactions across calls, emails, meetings, and messages, creating a living system of record without manual data entry. He also explores why simply adding AI features to legacy platforms isn't enough, and why businesses need AI-native foundations to fully unlock the power of autonomous agents. Looking ahead, Matt predicts a future where AI agents handle the majority of customer-facing sales tasks, giving companies that embrace AI a significant competitive advantage in speed, scalability, and growth. If you liked what you heard today, please leave us a review - Apple or Spotify.  Learn more about your ad choices. Visit megaphone.fm/adchoices