Matt Serna

It's a great place to start, Brian.

At the end of the day, as I reflect back on my career and how I decide the companies and the people I want to work with, ultimately, I look at what's going to give me the most energy and what's going to help me do the best work I can.

And really, that comes down to taking massive swings in big markets that are ready to be disrupted, where there's a lot of people whose lives can be improved if we can be successful in our mission.

That's what gives me energy.

And so...

Reflecting back on those companies, notable, we were taking on all of the manual, paper-filled, fax-filled, back office healthcare workflows and replacing that with AI to make healthcare more accessible and affordable for folks.

to Replicant, where we were helping a lot of large consumer brands replace old school customer service, where you wait on hold for 20 minutes to talk to somebody, to with AI agents, where you can instantly have your question or inquiry resolved, to Lightfield, which is the category leading agentic CRM, which is poised to do in the AI world what Salesforce did for the cloud world.

And that's what I'm so excited to talk about today.

That's awesome.

Well, it's absolutely massive.

And if you think back about the real purpose of the CRM, pre-AI, it was used more as a tool to understand and manage the business for management layers and finance to forecast how a business is growing.

But it didn't really do anything for the people that are actually selling the product.

Right.

And without any incentive as the person selling the product, talking to customers to go and engage the system, you end up with a lot of incomplete, old or stale data.

And in a world where AI agents are so powerful and the models get better every single day,

It's become a real missed opportunity because what we've seen is that conceptually, theoretically, the agents are smart enough to go perform almost any go-to-market task from researching accounts, writing follow-up emails, managing your pipeline for you.

But it can only do that if it's given the right context and the right data, which you just don't have with a pre-agentic CRM.

And that's really the problem that we've invested in solving at Whitefield.

That's a great question where I would say it actually it's I think the phrase you use AI feature actually explains everything.

What we have found is that when you try and add an AI feature to an old system, you run into the problems I talked about where you have the AI reasoning off of incomplete context or structure or missing data.