TekStack

Your business data is scattered. It lives in emails, documents, meeting notes, ERP systems, CRM Systems, and spreadsheets. For Agentic AI to make an impact on business operations, it needs access to as much high quality data as possible. That data needs to be trustworthy. Structured data needs to be linked to unstructured data. Your company exchanges thousands of emails with customers each week, along with dozens to hundreds of meetings and phone calls. Those interactions create a massive amount of insight, but most of it never makes it into a system where it can be used. How can service-driven companies make information usable by AI? We discuss in this article:

"As agentic solutions evolve, many roles currently performed by humans will either radically change or disappear altogether. When word processing systems emerged in the 1970s and 1980s, a key measure of their value was how much quicker secretaries and admin assistants could produce written documents. However, the real impact of word processors and the PCs that replaced them has been the transfer of much of this work to executive staff, who now manage their own admin tasks. The impact of AI will be far greater. Enterprises need to rethink how useful their current business processes and, by extension, their business models will be when AI is able to automate or even make current practices redundant. Simply performing current activities quicker is not the way to think about this." Read more in CIO Online: https://lnkd.in/dhMD45hN

Not all decisions deserve the same level of attention or rigor. Applying the Pareto Principle, 80% of your decisions will be inconsequential, but the 20% that are consequential carry 80% of the weight on your North Star. There is a great opportunity to delegate decisions and help you leadership team get a little more coaching. We cover more frameworks to make change management for founder‑led companies easier in this blog: https://lnkd.in/ek4RnRyD

TekStack Agent. Ask any question about accounts and opportunities Prep for calls Update opportunities Add notes to records Basically anything you want to do Directly from your mobile via Teams chat.

Seamlessly integrating sales opportunities with financial systems. When a deal is won, customer and contact records are created in TekStack and updated in QuickBooks. If a product is new to the system, it's generated automatically. The invoice, including products and services like cyber risk solutions, is then transferred over. This automated workflow ensures accurate invoicing for software, renewals, and services, demonstrating powerful integration capabilities.

"As AI becomes embedded across organizations, senior leaders are facing pressures that rarely surface in public forums. Drawing on in-depth interviews and focus groups with 35 executives across global enterprises, new research uncovers what executives are tackling as they lead efforts to scale AI: continuous disruption, contested definitions of value, and emotionally divided responses to change. Not only that: They’re navigating these tensions in real time." Read more in Harvard Business Review: https://lnkd.in/gZfPs5Td

An open, unified system of record is more important than it has ever been. Imagine every meeting recap, email, phone call log with a prospect and customer in one place. Connect that information to marketing, sales, project delivery, customer success, customer support, and invoicing apps. All in one place. Now make that information available in Dataverse MCP Server so that you can connect it to your LLM of choice. That's what we've got! 950 tables, 5000+ routable endpoints 100s of functions and actions Your data. Your tenant. No silly licensing games

Everyone understands closing the deal. Where things usually break down is what happens right after. In this walkthrough, Marc runs through a real example of how TekStack integrates with QuickBooks once an opportunity is won: from the moment a prospect becomes a customer, to the invoice showing up in QuickBooks with the right products, values, and subscriptions.

"Executives are increasingly enamored with the promise of an AI-driven transformation and have invested accordingly. Most large-scale companies have initiated hundreds of pilots and provided widespread access to tools like Copilot and ChatGPT. But while many of these pilots have succeeded individually—they’ve saved time and money, made processes more efficient—those gains haven’t scaled across the organization. Few companies have been able to fundamentally change their operating and business models around AI. According to leaders, the primary obstacle to progress is rarely model quality or data availability, but rather the “last mile” of transformation where technical capability must meet organizational design. We identified seven structural frictions that prevent the seamless transition from localized AI experiments to a unified, AI-native operating model, as well as an emerging blueprint for leaders who are ready to move beyond the pilot phase toward a truly AI-native operating model." Read more in Harvard Business Review: https://lnkd.in/gWd_wHi9