CRM's & AI - From Hype to Practical Pipeline Impact
Monday, June 8th, 2026 Time: 8:00 am - 9:30 am - Doors open at 7:45 am
Location: CTaccess, 275 Regency Court, Suite 201, Brookfield
(Above Mimosa's Restaurant) MAP LINK
AI is quickly becoming part of the CRM and business development conversation, but the most successful companies are taking a practical approach—testing small, focused use cases rather than trying to transform everything at once.
This roundtable will explore how organizations are realistically using AI to improve CRM workflows, streamline outreach, enhance precision, and support smarter pipeline generation. From our perspective as a business development agency, the greatest value comes from starting small, proving ROI, and scaling what works.
Key Takeaways:
- Start small: Focus on one or two high-impact AI use cases tied to business outcomes.
- AI supports execution: Strong processes and clean CRM data matter more than automation alone.
- Practical wins matter: The best results come from simple, repeatable improvements—not chasing hype.
Key Speakers:
Jessica Linder - Director of Operations
Lucas Zimmer - Business Unit Leader
IBAW Members Only | Free to Attend | Registration Required
Meeting Agenda
8:00 AM - 9:30 AM - Doors open at 7:45 am
(We start at 8:00 SHARP.)
Location:
CTaccess
275 Regency Court, Suite 201
Brookfield, WI
(Located above Mimosa's Restaurant)
[Map Link]
Cost: Free
A benefit of your IBAW membership.
Registration is required. This event is only open to IBAW members.
"The ninety minutes we spend together is very valuable. It is a confidential environment where fellow business professionals discuss ideas and insights into effective sales and business-building techniques. I would encourage anyone who is in sales to participate in this program."
- Scott Seroka, Seroka Branding
For many years I ran sales meetings for as few as 3 and as many as 22 sales rep’s – now I can go as a participant once a month to IBAW’s Sales Roundtable.
At first I thought, "Well, I’ll try it and if it’s not worth my time, I just won’t go any more." I’ve been attending faithfully for almost 2 years now. I’m open to learn from the youngster as well as the gray hairs like myself! The 90 minutes goes quickly. It’s a focused meeting and everyone wants the same thing – to be more effective at selling.
- Jerry Wick, Custom Data Too Mail