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.

CRMCoPilot.AI Update: Natural Language Search, CRM Tags, and Smarter Contact Verification

We’re excited to announce that we’ve deployed another major update to CRMCoPilot.AI. This release includes several new capabilities, performance improvements, and quality-of-life enhancements that move us closer to making CRMCoPilot the most intelligent CRM assistant available. A special thanks to Hesham Ellatif, who deployed this release, and to Jasmin Leyson and Princess Jennica Javier, who […]

CRMCoPilot.AI Update: Natural Language Search, CRM Tags, and Smarter Contact Verification Read More »

Zoho Corporation 2023 logo, maker of Zoho Flow

Zoho Flow Just Learned to Think: Inside the New Agentic Actions That Build Their Own Workflow Logic

Most workflow builders still make you think like a machine: if this field equals that value, then trigger this action, else do nothing. Zoho Flow just broke that pattern. In its latest AI update, you can now describe what you want in plain English — “when a new form is submitted on Paper

Zoho Flow Just Learned to Think: Inside the New Agentic Actions That Build Their Own Workflow Logic Read More »

Salesforce logo, representing the company's $3.6 billion acquisition of AI customer service platform Fin and launch of Agentforce Help Agent

Salesforce Just Paid $3.6 Billion for Fin — What the Intercom Acquisition Means for Your Customer Service Stack

On June 15, 2026, Salesforce signed a definitive agreement to acquire Fin — the AI customer service agent company that used to be Intercom — for roughly $3.6 billion, the largest deal an agentic customer experience vendor has ever closed. One week later, Salesforce shipped Agentforce Help Agent

Salesforce Just Paid $3.6 Billion for Fin — What the Intercom Acquisition Means for Your Customer Service Stack Read More »

HubSpot logo, representing the company's Revenue Hub quote-to-cash platform launched in 2026

HubSpot Just Renamed Commerce Hub to Revenue Hub — And Quietly Rebuilt Quote-to-Cash Inside the CRM

Sales teams have lived with a familiar tax for years: the deal closes in the CRM, then jumps to a separate quoting tool, then a billing system, then a payments processor, then an e-signature app — and by the time the invoice actually reaches the customer, nobody can say for certain which system ho

HubSpot Just Renamed Commerce Hub to Revenue Hub — And Quietly Rebuilt Quote-to-Cash Inside the CRM Read More »

Intuit QuickBooks logo, representing the new QuickBooks Workforce AI-powered human capital management platform

QuickBooks Workforce: Inside Intuit’s AI-Native HCM Platform and What It Means for SMB Payroll and HR

Intuit just told small and mid-market businesses that their fragmented stack of hiring tools, payroll software, benefits portals, and time-tracking apps — often seven to twenty-five different systems, by Intuit’s own count — is about to become one system with a Payroll Agent doing

QuickBooks Workforce: Inside Intuit’s AI-Native HCM Platform and What It Means for SMB Payroll and HR Read More »

Slack Technologies logo, representing Slackbot's new MCP-powered integration with Salesforce CRM, Data 360, and Tableau

Salesforce Just Turned Slack Into Your Salesforce Login — What Slackbot’s New MCP Servers Mean for CRM Teams

On July 8, 2026, Salesforce confirmed what it had been building toward all year: Slackbot, the AI agent embedded in every Slack workspace, can now read, reason over, and act on your entire Salesforce environment — CRM records, Tableau visualizations, Data 360 customer profiles, and Agentforce

Salesforce Just Turned Slack Into Your Salesforce Login — What Slackbot’s New MCP Servers Mean for CRM Teams Read More »