Event overview

Artificial intelligence adoption is widespread, but many organizations still struggle to turn experimentation into enterprise value. RSM’s Middle Market AI Survey 2025 revealed that 91% of respondents are using AI, yet 92% of those reported implementation challenges. Portfolio companies are investing in AI tools, but value often stalls at the pilot stage due to disconnected initiatives, unclear ownership and weak data foundations.

This webinar will help commercial, technical and nonprofit leaders align on a scalable AI strategy that drives real revenue impact and operational performance. We will bring together RSM’s enterprise perspective on AI, grounded in market trends, data strategy and architecture, with a practical view of how platforms like Salesforce support broader AI ecosystems. The discussion will focus on how organizations are evolving from prompt-driven experimentation to intentional AI architectures designed for scale.

The session will cover:

• An enterprise view of AI, including key trends, adoption patterns, and the role of data and architecture
• How Salesforce and Agentforce fit into a broader AI ecosystem as enabling technologies, with commentary and a demonstration
• Real-world examples and demos that show how organizations are applying AI to drive growth
• A clear path for getting started, including how RSM helps organizations move from experimentation to scalable execution

Attendees will leave with a practical framework for driving front-office value creation with AI and a clearer understanding of how to scale these capabilities across their organization.

Please note: This session is not for teams looking for a beginner “what is AI?” session or a product-only demo without an operating model or data foundation context.

Intended audience:

• Chief revenue officers, vice presidents of sales, vice presidents of customer success
• Revenue operations and commercial operations leaders
• Chief information officers, chief technology officers, vice presidents of engineering and enterprise architecture
• Salesforce platform owners and administrators accountable for scaling AI beyond initial deployments

Presenters

Tyler Howard | RSM US