See a Smarter CRM in Action: the roundtable_

📍 Storey Club, Paddington, London
📅 June 17, 2026 9.00 AM – 1.00 PM
 

Join us for a hands-on roundtable focused on reducing admin, improving visibility, and helping teams work faster with the right use of AI and automation.

Through live demos and open discussion, we’ll look at the everyday challenges slowing teams down and show practical ways to simplify them. You’ll see what a smarter CRM can look like in the real world and what it could mean for your business.

The session will also feature insights from Jacob Brown, who brings over 10 years of experience improving business systems and processes, including the development of AI-powered tools like ProcessPilot. 

What you’ll take away

  • Ideas to reduce manual admin/duplication, and real examples of AI being used to save time
  • Faster, clearer decision-making across teams
  • A clear view and practical next steps you can take back to your business

Who should attend

Ideal for leaders responsible for CRM performance, operations, sales, or business transformation, especially if your current setup is slowing teams down or no longer delivering what you need.

Only a limited number of places remain to keep the discussion focused. If you’d like to join, please use the form on the right to request an invitation.

*Funding support may also be available for eligible businesses.

What to expect on the day_

 

9:00 – 9:30 | Arrival & networking
Breakfast, introductions, and an overview of what the demos will cover.

9:30 – 9:45 | Welcome & objectives
Success criteria, and introduce the live CRM environment.

9:45 – 10:15 | Microsoft: Smarter CRM in action
See how to reduce manual data entry, improve visibility, and access the right information faster, with AI updating records and surfacing key insights automatically.

10:15 – 10:45 | Customer success story: simplifying processes with AI 
Hear how Jacob Brown developed a Copilot-based AI agent designed to make internal processes easier to find, understand, and follow, helping reduce friction, improve adoption, and enable teams to work more efficiently. 

10:45 – 11:00 | Break
Short break before the working session.

11:00 – 12:15 | Roundtable session
Work through real CRM examples to identify inefficiencies, define measurable outcomes, and align actions, supported by AI-driven insights.

12:15 – 12:30 | Commit to next steps
Agree priorities, ownership, and clear success measures.

12:30 – 13:00 | Lunch & networking
Continue discussions with peers and validate next steps with speakers.

Reserve your spot
People sat at a table talking
Person smiling
Copilot sticker
Strength Sticker

 

Meet your expert speakers_

Tristan Shortland, CTO at Infinity Group, is shaping the future of product strategy and client innovation with agentic AI, creating autonomous solutions that drive measurable business impact. Focused on transforming AI ambition into real-world ROI, he helps organisations unlock smarter operations, faster decision-making, and meaningful growth across strategic engagements. 

Headshot - Tristan Shortland 1

Tristan Shortland

CTO at Infinity Group

Speaker Highlight

Jacob Brown, Principal IT Service Manager at Itad, with over 10 years of hands-on experience, is focused on making business systems and processes simpler, faster, and more intuitive for employees. Through his work with AI, he developed ProcessPilot, a Copilot-based agent that transforms how employees access internal guidance.
Jacob Brown

Jacob Brown

 Senior IT Service Manager at Itad