the secrets to transforming your sales strategy with AI! In this episode, we sit down with Drew Regan, Global Leader of CRM Modernization & AI Solutions at Microsoft. Drew brings fresh insights from his move from Salesforce, sharing how AI is more than a buzzword—it’s the backbone of smarter, faster, and more connected sales teams.
Learn how Microsoft tools like Azure, Outlook, and Dynamics 365 use AI to streamline processes, eliminate silos, and turn repetitive tasks into strategic opportunities. Say goodbye to manual data entry and hello to more time spent building real customer relationships.
We explore how AI-driven platforms like Dynamics 365, Salesforce, and Copilot cut down preparation time for QBRs, automate routine work, and deliver precise analytics for better decision-making. You’ll also hear real-world examples of how AI boosts field service operations and sales productivity.
Drew shares his perspective on leading organizations through the shift from legacy CRM systems to modern, AI-first platforms. With his experience guiding global businesses, he shows how teams can adopt automation, unlock efficiency, and drive meaningful customer engagement in today’s digital era.
If you want to understand how AI is reshaping CRM and sales, this conversation is packed with practical insights and future-ready strategies you don’t want to miss.