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.

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 »

Salesforce logo, representing the company's July 2026 Agentforce Commerce launch of Shopper, Buyer, and Merchant AI agents

Salesforce’s Agentforce Commerce Goes Live: What Shopper, Buyer, and Merchant Agents Mean for Retail and B2B Sellers

On July 6, 2026, Salesforce made its biggest bet yet that AI agents — not chatbots, not search boxes — will decide who wins the next holiday shopping season. Agentforce Commerce, the company’s suite of transactional AI agents for retail and B2B selling, is now generally available,

Salesforce’s Agentforce Commerce Goes Live: What Shopper, Buyer, and Merchant Agents Mean for Retail and B2B Sellers Read More »

Microsoft 365 Copilot icon representing the new Sales Agent and Service Agent capabilities in Dynamics 365

Microsoft’s Sales Agent and Service Agent Just Went GA — What Agentic CX Means for Dynamics 365 Customers

On July 7, 2026, Microsoft confirmed that Sales Agent and Service Agent inside Microsoft 365 Copilot have reached general availability, following Service Agent’s GA on June 30 and the earlier general availability of Microsoft 365 Copilot directly inside Dynamics 365 Sales and Customer Service. Toget

Microsoft’s Sales Agent and Service Agent Just Went GA — What Agentic CX Means for Dynamics 365 Customers Read More »

HubSpot logo, representing the company's new Agent CLI for AI-driven CRM automation

HubSpot Just Gave AI Agents a Command Line Into Your CRM — Here’s What the Agent CLI Actually Changes

On June 23, 2026, HubSpot moved its Agent CLI from private to public beta — a command-line tool built specifically for AI agents like Claude Code, Claude Cowork, and OpenAI Codex to read, write, and manage HubSpot CRM data without a human clicking through a single dashboard. It’s not a chatbot, no

HubSpot Just Gave AI Agents a Command Line Into Your CRM — Here’s What the Agent CLI Actually Changes Read More »