But just as you’re about to reach your first client, your smartphone sends you an important notification: a news update that your client has just acquired a data analytics company. Your sales assistant surfaces a summary of key findings from top trending news articles, along with product recommendations that integrate with your client’s recent acquisition to help you move the deal forward. Within seconds, you have full context of your deal, in-context market updates, and a conversation starter — all of which are surfaced automatically and embedded within your CRM experience. After you finish talking to your client, your smartwatch vibrates, “Great job, James! Sounds like your client liked your product recommendation. We suggest you move this deal to stage 5. Would you like me to move forward?” With a single tap, you move the opportunity from “Deal Qualified” to “Discuss Pricing.” When you return to the office, you receive a push notification reminding you, “Your meeting notes have been uploaded successfully. The system has automatically extracted the following action items, and suggests this follow-up email. Would you like to send an email to the customer now?” In one click, you’ve successfully sent an email to secure your next meeting, without manually logging customer data or key action items into your CRM. AI for CRM: Everything You Need to Know 19