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.

Simple diagram illustrating a database migration process between two systems

How to Migrate CRM Platforms Without Losing Customer History: A Real Playbook (Not the 70% Failure Myth)

You’ve probably heard that 70% of CRM projects fail. It’s one of the most repeated statistics in the industry — trotted out in vendor decks, consultant pitches, and LinkedIn posts as a reason to be terrified of touching your CRM. Here’s what almost nobody mentions: that number traces back to a

How to Migrate CRM Platforms Without Losing Customer History: A Real Playbook (Not the 70% Failure Myth) Read More »

Official logo of the European Union's Artificial Intelligence Act

Your CRM Chatbot Has Days Left to Disclose It’s AI — Inside the EU AI Act’s Article 50 Deadline

On August 2, 2026, every chatbot, virtual assistant, and AI agent that talks to a person in the European Union has to say, up front, that it’s a machine. Not buried in a terms-of-service page. Not implied by a small “AI” badge in the corner. Clearly, at the start of the conversation, in a way a “rea

Your CRM Chatbot Has Days Left to Disclose It’s AI — Inside the EU AI Act’s Article 50 Deadline Read More »

The First Real Agentforce Contact Center Deployment Just Went Live — Here’s What Actually Happened

On July 23, 2026, TTEC Digital announced something more useful than another vendor roadmap slide: a completed, live, production go-live of Salesforce’s Agentforce Contact Center at a real organization, with real numbers attached. The customer is Compass Working Capital, a Boston-based nonprofit that

The First Real Agentforce Contact Center Deployment Just Went Live — Here’s What Actually Happened Read More »

HubSpot logo

HubSpot Just Gave Every AI Agent in Your CRM One Shared Brain — Inside Agent Hub and Agent Builder

On July 23, 2026, HubSpot rolled out Agent Hub and Agent Builder in public beta for every Professional and Enterprise customer — not as another single-purpose bot, but as the control tower for every AI agent already living inside a company’s CRM. The timing is not a coincidence. Three weeks earlie

HubSpot Just Gave Every AI Agent in Your CRM One Shared Brain — Inside Agent Hub and Agent Builder Read More »

Microsoft’s Copilot Cowork Just Went Fully Live — And It’s Billing By the Task

On June 16, 2026, Microsoft flipped the switch on Copilot Cowork worldwide, moving its “agentic teammate” out of a three-month preview and into general availability for every Microsoft 365 Copilot customer — with a new twist: usage-based billing charged per AI task, on top of the existing per-

Microsoft’s Copilot Cowork Just Went Fully Live — And It’s Billing By the Task Read More »