ClickCease

CRM Implementation (Salesforce, HubSpot etc.)

CRM implementation is moderately exposed to AI disruption because it relies on structured configuration, data migration, and workflow design. AI can automate much of the migration, reporting, and even some workflow building. However, successful CRM projects require tailoring to sales processes, stakeholder buy-in, and change management across commercial teams. These people-centric factors preserve consultant defensibility.

55

/100

Risk Breakdown

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Risk Summary

CRM Implementation (Salesforce, HubSpot etc.) scores 55, a medium disruption risk. AI is strong in workflow automation, migration, and reporting, but consultants remain critical for tailoring systems to commercial processes, driving adoption, and aligning sales teams around new tools. Significant opportunities remain to leverage AI for innovation and differentiation within this category.

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Hey I'm Rosie, a Venture Builder at Mayfly Ventures.
Let's jump on a call to explore big ideas together.

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