John M Perez

CRM & ERP Enterprise Technology Expert and Entrepreneurial Executive with 20+ years of leading CRM, ERP, Customer Experience, and Block-chain initiatives and projects across internal and customer facing technologies.  Proven success in closing large deals in Pre Sales customer facing engagements and deploying enterprise wide CRM & Customer Experience solutions internationally and domestically.

The California State Capitol building in Sacramento, where SB 690 amending the California Invasion of Privacy Act was passed in 2026

Your CRM’s Tracking Code Just Got a Partial Legal Reprieve — Here’s What Still Gets You Sued

On September 30, 2026, California Governor Gavin Newsom signed SB 690, stripping private plaintiffs of the right to sue over the “pen register” theory that has powered thousands of website-tracking lawsuits since 2023. If you run HubSpot’s tracking code, a Salesforce-powered chat w

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Diagram showing the components of the customer relationship management approach across marketing, sales, and service functions

The Cheap Seats: How to Give Finance, Ops, and Support Real CRM Access Without Buying Full Licenses

A controller who opens the CRM twice a month to confirm a payment term should not cost the same as an account executive who lives in it forty hours a week. Yet that is exactly what most mid-market companies pay — because the easiest thing an admin can do when someone asks for access is click “

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Salesforce company logo, representing the AIforce and Koa announcements made at Dreamforce 2026

“AI Is Going to Replace the UI”: Inside Salesforce’s AIforce Bet — and What It Means If You Run Zoho or HubSpot

At Dreamforce ’26 on September 15, Salesforce launched AIforce, a “live interface layer” designed so that your sales team can read pipeline, update records, and run approvals from Claude, Slack, or anywhere else — without opening Salesforce. Salesforce’s Patrick Stokes

“AI Is Going to Replace the UI”: Inside Salesforce’s AIforce Bet — and What It Means If You Run Zoho or HubSpot Read More »