Why Most CRM and AI Projects Fail and What Real Outcomes Actually Look Like

In this episode of The AI Advantage, host Solomon Williams sits down with Chuck Ingram, CEO of CongruentX, to unpack why so many CRM and AI initiatives fail and what it actually takes to deliver real business outcomes.

Chuck shares the origin story of CongruentX and the hard truth behind widespread CRM dissatisfaction: the problem isn’t the technology, it’s how organizations define success. Together, Solomon and Chuck explore why efficiency alone isn’t enough, how servant leadership changes AI adoption, and why outcomes, not dashboards, should drive every CRM decision.

The conversation dives into modern revenue challenges, the shift from “360-degree views” to jobs-to-be-done, and CongruentX’s “30 Days to Outcomes” approach, designed to get actionable insights into the hands of teams fast. Chuck also explains why smaller, focused solutions often outperform large, complex implementations when it comes to real-world impact.

If you’re a CIO, CRO, RevOps leader, or business executive frustrated with CRM complexity and underwhelming AI promises, this episode delivers a grounded, practical perspective on building systems that actually work.

Key Takeaways : 

• Why most CRM and AI initiatives fail to deliver outcomes
• The difference between efficiency and effectiveness in AI projects
• How servant leadership shapes successful AI adoption
• Why “jobs-to-be-done” beats 360-degree dashboards
• How speed and focus outperform large CRM implementations
• Using AI as a thought partner, not just a reporting tool
• What “30 Days to Outcomes” reveals about modern CRM success

Key Moments: 

06:30 "Owning It: A Better Way"

07:40 "Human Connection in Leadership"

11:29 "Valuing a Smaller, Fulfilled Team"

17:48 "AI Impact on CRM Adoption"

18:47 "Big Projects, Big Challenges"

22:36 "Streamlining Tasks and Reducing Friction"

26:39 "Modernizing Work with Simplicity"

29:36 AI-Powered Client Engagement Innovation

33:38 "Performance vs. Insights Explained"

35:25 "Vision and Growth of Congruent X"

41:24 "Using ChatGPT as Copilot"

42:13 "CRM Insights and Growth Strategies"

About the Guest: 

Chuck Ingram

Company Website:https://www.congruentx.com

Linkedin URL: https://www.linkedin.com/in/chuck-ingram-060b353/

Business Linkedin URL: https://www.linkedin.com/company/congruentx/

email: [email protected]

About the host : 

Solomon Williams is the founder of Solonox and the host of the podcast "AI Advantage." Dedicated to helping modern leaders navigate the future of technology, Solomon cuts through the noise and hype to deliver clear, insightful conversations about AI and automation. On his podcast, he shares his expertise, sometimes solo, sometimes alongside the brightest minds in tech, offering practical advice on what it really takes to grow smarter in a rapidly evolving digital world. With "AI Advantage," Solomon invites listeners to join him on a journey to decode the technologies shaping tomorrow.

Contact Solomon: 

Website: https://solonox.net/
LinkedIn: https://www.linkedin.com/in/swilliams1992/