From Clicks to Conversations: Reinventing CRM with AI Agents with Matthew Swanson, CEO of Motion Enterprises

 In this episode of AI Realized, we dive into the future of AI-powered enterprise operations with Matthew Swanson, CEO of Motion Enterprises. Swanson shares how his company is redefining customer lifecycle management by deploying AI agents as conversational interfaces, replacing the need for traditional, click-heavy software. These agents sit on top of platforms like Salesforce, automating workflows and delivering real business outcomes—measured and monetized through a performance-based model. Tune in to hear Swanson’s take on where AI agents are heading next and how enterprise leaders can start integrating them into their operations today. 

00:00 Introduction to AI Realized Podcast

01:00 Meet Matthew Swanson of Motion Enterprises

01:38 The Role of Agents in Customer Lifecycle Management

02:37 Transforming User Interfaces with Conversational Agents

04:07 Integrating Agents with Existing Systems

07:01 Training and Implementing Agents

09:31 Outcome-Based Business Models

11:31 Challenges and Opportunities with Agents

12:23 Key Takeaways and Conclusion