thomas.wieberneit@aheadcrm.co.nz
Creatio’s AI CRM: Who Gets to Build the Next Agent?

Creatio’s AI CRM: Who Gets to Build the Next Agent?

Every AI CRM vendor selling into 2026 has an AI agent story by now. The differentiator is no longer whether agents exist, but who is allowed to build the next one, how long that takes, and what happens to the bill once it works. For decades, CRM has promised growth and mostly delivered data entry, decaying from a system of action into a system of record. The agentic shift changes that, and with it the questions buyers should ask. Let’s put Creatio’s AI CRM to those questions, following a deal from lead to order to see how much orchestration ships out of the box and how much a revenue team must assemble. The findings are published in full in my report, AI CRM for Revenue Growth: Inside Creatio’s AI-Native No-Code Platform. The company behind the platform Creatio is a privately held, AI CRM and no-code workflow automation company headquartered in Boston, founded in 2014 by Katherine Kostereva, who remains CEO. It ran as bpm’online until a 2019 rebranding, bootstrapped until its first institutional round in 2021. A $200 million round led by Sapphire Ventures in June 2024 lifted its valuation to $1.2 billion; total funding raised now stands at roughly $268 million, and it reported around 50 percent year-over-year revenue growth at the time. Creatio employs around 1,000 people and sells through more than 500 implementation partners worldwide. The company’s partner program has held a 5-star rating in CRN’s Partner Program Guide for eight consecutive years. Customers span more than 100 countries, among them AMD, Colgate-Palmolive, and MetLife, with millions of workflows launched daily. One platform, two studios The...
Beyond the Honeymoon: Why Map Communications Bets on Zoho for a Decluttered Tech Stack

Beyond the Honeymoon: Why Map Communications Bets on Zoho for a Decluttered Tech Stack

Recently, while on the ground in Austin, Texas, attending ZohoDay 2026, I had the pleasure of sitting down with Vaibhav Dani, the CEO of Map Communications. In the enterprise software ecosystem, we talk endlessly about digital transformation, but it is always refreshing to ground those lofty concepts in reality by speaking directly with the leaders navigating these complex implementations. Our conversation touched on a surprisingly common, yet notoriously difficult challenge: harmonizing a homegrown operational tech stack with off-the-shelf enterprise software. Map Communications’ journey with the Zoho ecosystem provides a masterclass in pragmatic architecture, the age-old “buy versus build” dilemma, and the foundational data hygiene required to actually make artificial intelligence work. TL;DR   If you do not want to read this, here’s the full length video interview. Everybody else, please read on. The Business Context: Bespoke Service at Scale   To understand their technology strategy, you first have to understand their business. Map Communications is a nationwide, employee-owned (ESOP) virtual receptionist and bespoke answering service operating across the US, Canada, and the UK. They serve a wide array of clients, ranging from legal firms and SMBs to large enterprises in various industries. Because their core service is highly specialized, Map relies on its own proprietary, homegrown software lineup to manage day-to-day operations and real-time answering services. However, when it comes to managing the customer lifecycle from the moment a prospect lands on their website to the execution of contracts and ongoing support, they rely on the Zoho suite. The Age-Old Dilemma: Buy vs. Build   As businesses grow and their processes add complexity, leadership is inevitably faced with a choice: do we build custom modules...
Navigating the K-Shaped Economy: Zoho’s Enterprise Strategy, AI, and True Value

Navigating the K-Shaped Economy: Zoho’s Enterprise Strategy, AI, and True Value

During ZohoDay 2026 in Austin, I had the opportunity to sit down and chat with Tony Thomas, the head of Zoho US. Tony has been in this role for just over a year, navigating an economic and technological landscape that got ever more complex. Our conversation covered everything from shifting macroeconomic realities and Zoho’s upward trajectory into the mid- and enterprise market, to the fundamental ways generative and agentic artificial intelligence are challenging the traditional economics of software implementation. With software pricing already being under pressure, it is more than likely that implementation costs are next. I said it before, the time-and-material billing that SI’s are still favoring is probably going the way of the Dodos. What became abundantly clear during this conversation was that Zoho continues to forge its own contrarian path, adapting to market pressures by continuing to rethink how software value is delivered. One could even say that Zoho’s thinking gets validated by current developments. TL;DR   If you prefer watching the interview to reading, find the full video here. The Macroeconomic Squeeze on the SMB   The software market does not exist in a vacuum, and the broader economic climate over the past year or so has been challenging for businesses. Historically, SMB segment has been Zoho’s mainstay. However, Tony noted that especially this demographic is facing severe headwinds. Tony pointed to the K-shaped economy, where large enterprises continue to see gains while smaller businesses and large segments of the populace are struggling or being left behind. Small businesses have “taken it on the chin“, battered by general economic uncertainty and the specter of tariffs, casting doubt on the speed of their recovery....
The Illusion of Value: Why Salesforce’s Agentic Work Unit is the New “Bad Query” of the AI Era

The Illusion of Value: Why Salesforce’s Agentic Work Unit is the New “Bad Query” of the AI Era

The News On February. 25, 2026, Salesforce announced a pricing and metrics update. During the company’s Q4 FY2026 earnings call, CEO Marc Benioff, together with CMO Patrick Stokes, unveiled the Agentic Work Unit (AWU). Positioned as a metric to quantify the labor performed by autonomous digital systems, Salesforce defines an AWU as one discrete task accomplished by an AI agent. According to Salesforce, this discrete task represents the exact moment “raw intelligence is converted into real work“. It is not a fixed unit but measured as a processed prompt, a completed reasoning chain, or an invoked tool. Salesforce explicitly designed the AWU to move the industry conversation away from the raw consumption of Large Language Model (LLM) tokens. As Benioff noted, tokens only measure “how much an AI talks,” whereas the AWU is intended to measure actual business execution. The scale of this rollout is massive. Salesforce reported that its platform has already processed over 19 trillion AI tokens, translating them into 2.4 billion Agentic Work Units, with 771 million AWUs delivered in the fourth quarter alone. This new metric serves as the underlying foundation for Salesforce’s evolving Agentforce monetization strategy. The bigger picture Following a nearly 18-month period of pricing triangulation, which included a $2.00 per conversation model and a $0.10 per action “Flex Credit” model, Salesforce is leveraging the AWU to track system utilization, even as it wraps enterprise purchasing in familiar, unmetered per-user license agreements starting at $125 per user per month.   To understand the significance of the Agentic Work Unit, one must view it through the lens of a broader industry crisis: the so-called “SaaSpocalypse”...
Building a CRM Strategy Brick by Brick

Building a CRM Strategy Brick by Brick

During ZohoDay26, I had the absolute pleasure of sitting down and talking CRM with Julie Lloyd from Acme Brick in beautiful Austin, Texas,. Naturally, the topic of the day was Acme Brick’s fascinating journey into the Zoho ecosystem. As a CRM analyst and consultant, I’ve seen countless software deployments crash and burn because organizations focus entirely on the technology rather than the people actually using it. That is why talking with Julie was such a breath of fresh air; her focus is entirely on the human element of Acme Brick’s digital transformation. For those who aren’t familiar, Acme Brick isn’t just any company; they are the largest US-owned manufacturer of brick. They deal in a wide gamut of materials, including manufactured block, stone, tile, and various other wall cladding. It is a sizeable operation with around 1,700 employees spread across 13 states. This coming April, Acme Brick is celebrating a its 135th birthday. When a company with that much history decides to overhaul its CRM technology, you know there’s a good story behind it. Even more so, if it is a system replacement story, Julie has been with Acme Brick for two years, and what keeps her up at night is CRM training and ensuring user adoption. TL;DR If you do not want to read, here’s the full video interview. For everyone else, read on. Having said all this, let’s dive into why they made the switch and how they are making it work this time. The Square Peg, Round Hole CRM Disaster Before migrating to Zoho, Acme Brick used another CRM system. We won’t name names here, but...
How to speed up your expense process from days to minutes

How to speed up your expense process from days to minutes

During the recent ZohoDay 2025, I had the pleasure of talking to Jaroslaw Pietraszko, CIO for IFFCO Group, about what IFFCO is doing with Zoho, why, and what the outcomes of their Zoho implementation are. IFFCO is a privately held multinational company that is active in the fast-moving consumer goods (FMCG) sector that also has some beauty business and is active in packaging and transportation. The company has its headquarters in Dubai, UAE and has operations in 50+ countries on five continents. The company has more than fifteen thousand employees. Due to its distributed nature and also multiple ERP systems in the back end, IFFCO – and in particular also IFFCO’s employees – suffered from slow, inconsistent and regularly manual expense management process. This also caused a policy adherence and compliance problem, as reporting was virtually impossible. Only two countries used an Intranet based digital process that still was cumbersome due to the company’s matrix organization. “It was completely manual process. So just imagine that someone from the one category of the businesses has some marketing spend in Indonesia. Line manager sometimes is not aware because it’s a matrix reporting. They need to exchange multiple emails between the Indonesia then the finance and the potential marketing from UAE to get this approval and that you can proceed and claim this expense. So, it was very inefficient process. It could take between two to three weeks to get this something approved.” So, there was very clearly a need for a streamlined solution that could be rolled out globally and that ultimately could cover travel, expenses, and petty cash transactions. Here...