AI and CRM don't fail because of technology
They fail because teams don't change how they work.
That failure shows up as wasted spend, frustrated customers, unreliable data, and leaders who approved systems their teams don't trust.
I help organizations fix the human, data, and operating gaps that quietly destroy ROI before AI and automation make them worse.
The problem most leaders already feel
It turns out that getting IT systems live, on-time and on-budget, is the easy part. Getting people to use the technology effectively and achieving clear, measurable, and sustainable positive business impact is the hard part.
Most organizations are in one of three places.
- They're investing in AI but don't trust the data behind it.
- Their CRM has been live for years, yet the value never showed up.
- Or they know AI is coming fast, but adoption of existing tools is already shaky.
Here's the uncomfortable truth. AI doesn't fix broken operations. It exposes them.
When teams don't trust systems, they work around them. When they work around them, data degrades. And when data degrades, AI scales bad decisions fast.
Who I Help
Support and Service leaders
Support and Service leaders trying to reduce load without hurting customer experience.
Sales and RevOps leaders
Sales and RevOps leaders dealing with slow deals, stuck pipeline, and reps working outside the systems in which you have invested.
Customer Success leaders
Customer Success leaders accountable for adoption, value, and retention.
How I Help You
I help leaders make CRM and AI usable, trustworthy, and safe to scale.
Teams actually use the tools
Teams actually use the tools you've invested in.
Data becomes reliable
Data becomes reliable enough to support real decisions.
AI supports people
AI supports people instead of confusing them.
Customer experience improves
Customer experience improves instead of quietly eroding.
This isn't about training people harder. It's about changing behavior, workflows, and accountability so the systems finally work.
How We Work Together
The approach is simple and proven.
1.
Identify where trust breaks down
First, we identify where trust breaks down. Data. Behavior. Process. Ownership.
2.
Fix what's getting in the way
Then we fix what's getting in the way, hands-on.
3.
Embed new ways of working
Finally, we embed new ways of working so progress doesn't disappear after go-live.
This works whether you're just starting to explore CRM or AI, running pilots that feel shaky, or trying to recover value from systems that never delivered.
No theory.
No checkbox adoption.
Real operational change.
Why leaders work with me
I've spent decades working at the intersection of people, systems, and business outcomes. Helping teams turn stalled technology into measurable results.
I've worked with organizations like BP, AT&T and Texas Instruments, and I co-host the Breakthrough SaaS Growth podcast, where we dig into what actually drives adoption and business value.
If you're looking for hype, I'm not your guy. If you want results that hold up under pressure, we should talk.
Start With A Conversation
If you're responsible for a CRM or AI investment that needs to work, not just exist, let's talk.
We'll quickly determine whether I can help and what the smartest next step looks like.
My leaders say after the work is done!
“If you are looking to implement new software with a successful implementation, document a process flow, figure out what your requirements are for using a software, create ROIs and deadlines around implementation or learn about where your pain points are with a particular process or software - Jason can absolutely do this.”
Raylene Dufresne
Vice President, Information Technology
“The training and coaching sessions Jason delivered to our CS team were nothing short of exceptional, equipping our Implementation Consultants and Account Managers with the skills to be successful.”
Sri Chellappa
CEO
“Success Chain's course is like a master class on user adoption. These strategies will provide the foundation for not only successful software rollouts, but identifies a game plan for long-term success of a company's software investment.”
Sydnee Lalwani
Customer Success Professional
“As a Senior Executive, I continue to apply the principles Jason taught us to my work - it transcends industries and is always reliably well thought out, practical, and actionable. I start to see things with much more clarity.”
Shannon Hammer
Global B2B Customer Success Head
