Events
'Food For Thought' - DKomplex
Date and Time
Wednesday Dec 3, 2025
12:00 PM - 1:00 PM PST
Location
Monterey Peninsula Chamber of Commerce
353 Camino El Estero
Monterey, CA 93940
or join on Teams:
Join the meeting now
Meeting ID: 264 459 092 489 6
Passcode: hY6BJ9Uj
Fees/Admission
No-Fee
Description
Please join us for our ongoing member-based "Food for Thought" education series!
This presentation is open to the public.
“The Future of CRM — Concepts, Mindsets, and Mastery of Customer Information”
Most organizations think of CRM as a tool, something you “install” or “set up.” But CRM is really three things working together:
- A system for capturing and organizing customer information
- A concept that unifies the way your organization understands customers
- A mindset that encourages better decisions, planning, and communication
Participants will learn how CRM evolved from notes and spreadsheets into integrated platforms, and why the future is accelerating fast, automation, AI-driven insights, customer portals, mobile productivity, and mass personalization are rapidly becoming the norm.
You’ll also see real examples from work integrating CRM for Life Sciences teams, including how AI tools inside Microsoft Dynamics 365 now support lead scoring, forecasting, conversation intelligence, and automated training assessments, converting hours of manual effort into seconds .
This session is not technical, not a sales pitch, and not tool-specific. It simply gives leaders a better way to think about CRM and make future-ready decisions for their organizations.
