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.

QuickBooks’ AI Agent Team Just Went Wide: What the July Rollout Means for Small Business Owners

On July 1, 2026, Intuit began pushing its “Customer Hub” and a redesigned web and mobile experience out to a much broader slice of QuickBooks Online customers in the United States — not as a beta, but as the default experience for a growing share of Essentials, Plus, Advanced, and Enterprise S

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Dynamics 365’s Procurement Agent Is Live: How AI Now Reads Your Supplier Emails Before a Shortage Hits

A supplier emails to say a component shipment is running two weeks late. In most ERP systems, that email sits in an inbox until a buyer opens it, manually finds the affected purchase order, checks which production orders depend on that part, and then figures out which customer commitments are now at

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Dataverse Now Speaks Claude, Cursor, and Copilot: What Microsoft’s MCP Expansion Means for Dynamics 365 Teams

On July 6, 2026, Microsoft quietly closed a gap that has been slowing down every Dynamics 365 and Power Platform team that also wants to use Claude or Cursor: the Dataverse coding-agent plugin, previously limited to GitHub Copilot, is now available across the Claude and Cursor marketplaces too. If y

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Salesforce Says Its AI Agents Are Growing 200% a Year. Its Own Customers Aren’t So Sure Yet.

Salesforce closed out July 2026 with a split screen. On one side: Agentforce Help Agent and Agentforce Customer Service Portal went generally available, backed by a pay-per-resolution pricing model that charges $2 only when the AI actually closes a case—and Agentforce plus Data 360 annual recu

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HubSpot Just Made Your CRM Talk to Claude, ChatGPT, Gemini, and Copilot — Here’s What Actually Changes

HubSpot now ships native connectors into four major AI assistants at once — Claude, ChatGPT, Gemini, and Microsoft 365 Copilot — and at least two of them can write back to your CRM, not just read from it. That is a meaningfully different proposition than the “ask a chatbot about your dat

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