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The Sage Thought Leadership Podcast is dedicated to the possibility that entrepreneurs continue the work of creation. We celebrate them by allowing them to tell their stories and share their knowledge with others. In doing so we energize the success of businesses around the world through the imagination of our people and the power of technology.

Jul 5, 2023

Jeff Richards is the Head of Training Program Development at Sage CRM, joining the team in 2001. He possesses a deep understanding of the challenges faced by business partners during implementations and regularly shares his expertise through writing and presentations on Sage CRM development. Jeff collaborates with global and local partner advisory councils to shape the Sage CRM Roadmap. In this episode, Jeff will discuss the AI features introduced in Sage CRM 2023 R1.  He will explain what those are, and why they matter to accounting system owners. 


  • Introduction to Jeff
  • The state of the CRM market space
  • The Company Narrative
  • Generative AI vs. deterministic AI
  • Who is a hero and why are they a hero?