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CRM has always been at the heart of B2B success, helping companies organize leads scientifically, close deals, and retain clients. In the fast-changing world, simply having a CRM is no longer enough.

In traditional business settings, being a “jack of all trades” was seen as a strength. It implied flexibility, versatility, and a can-do attitude. However, in today’s fast-paced, competitive B2B landscape, this approach is increasingly proving to be a liability rather than an asset.

AI Agents are like the leaves. Each leaf communicates with the Roots in different ways, primarily through Prompt Engineering, RAG, and Finetuning.