Do you actually need an AI CRM?
Verdigris' COO on leaving Salesforce and what the switch took.
Free. Live or on demand.
Why Verdigris left Salesforce.
Earlier this year, Thomas Chung, COO of Verdigris, started asking whether Salesforce could keep up with how fast his team wanted to move. He tried Agentforce. He considered building his own agent on top of Salesforce. Then he moved the whole company to Lightfield, including CRM, CPQ and invoicing.
Thomas joins Matt Serna from Lightfield to walk through how he made that call, how to tell whether AI on your current CRM is enough, what the migration looked like, and when staying put is the right answer.
Who should attend
VP and above sales and RevOps leaders at growth-stage B2B companies with 5+ sellers.
Four things to know before you switch CRMs.
One COO's actual decision, start to finish. Including when staying put is the right call.
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01
Is the AI you have enough?
How to tell whether the AI already on your CRM is enough, or whether switching would help.
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02
What Verdigris tried first
Agentforce, then a custom agent on top of Salesforce. Why neither was enough to stay.
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03
How the migration ran
How long the data move took, and the order teams switched over.
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04
The day after the switch
What changed day to day for reps and RevOps once the team was on.
Who you'll hear from.
The COO who made the call, and the Lightfield side of the move.
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Thomas ChungCOO · Verdigris
Thomas is COO of Verdigris. Earlier this year he moved the whole company off Salesforce and onto Lightfield, from core CRM to CPQ and invoicing.
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Matt SernaLightfield
Matt is on the Lightfield team and leads the conversation with Thomas on how Verdigris made the call and ran the switch.
A straight answer on AI CRMs, from the COO who switched.
A live conversation, with your questions throughout.
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A working conversation
Thomas and Matt on how the call got made, from the first doubt about Salesforce to the last team switched over.
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The migration, up close
The data move, the order teams switched, and what came over besides core CRM: CPQ and invoicing.
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Your questions, live
Bring the CRM you're on and the AI you're weighing. Q&A runs throughout.
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Recording either way
Register once and it lands in your inbox, live or not.
Do you actually need an AI CRM? Live on December 8.
Hear how Verdigris decided, and when staying on your current CRM is the right call.
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