The Startup Ideas Podcast (SIP) 🧃(@startupideaspod):AI agents should add to the systems your client already uses. One client spent several years and $10 million on one ERP migration. Offer that client a move to an AI-native CRM, and "you've lost them." So we build our agents inside the systems of record. They read the data in Salesforce and do the work in Salesforce. When a human must be in the loop, the agent sends a message in Slack. The staff need no new training, so they use the agents faster. SMB clients with no CRM are the exception. You can put them on one. If you want to work as a forward deployed engineer, build on what your client already uses.

The Startup Ideas Podcast (SIP) 🧃@startupideaspod

2026.10.04 18:47

AI agents should add to the systems your client already uses. One client spent several years and $10 million on one ERP migration. Offer that client a move to an AI-native CRM, and "you've lost them." So we build our agents inside the systems of record. They read the data in Salesforce and do the work in Salesforce. When a human must be in the loop, the agent sends a message in Slack. The staff need no new training, so they use the agents faster. SMB clients with no CRM are the exception. You can put them on one. If you want to work as a forward deployed engineer, build on what your client already uses.