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.

Blue padlock icon representing secure, scoped access control for AI agents connected to a CRM

The CRM AI Agent Permissions Playbook: How to Give Agents Access Without Handing Over the Keys

In April 2026, the Cloud Security Alliance and Token Security published research showing that 65% of organizations had already suffered at least one security incident caused by an AI agent operating on their network — and 61% of those incidents involved sensitive data exposure. Separately, Cro

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SugarCRM logo, the CRM platform that rebranded as SugarAI in April 2026

Agent Washing Is Real: A Buyer’s Test for Telling a Genuine AI Agent From a Rebranded Chatbot

On April 13, 2026, SugarCRM changed its name. Not a product, not a feature — the company. Twenty-two years after founding, SugarCRM became SugarAI, promising to move CRM “from a system of record to a system of proactive sales guidance.” Two months earlier, Gartner had already given

Agent Washing Is Real: A Buyer’s Test for Telling a Genuine AI Agent From a Rebranded Chatbot Read More »