Sessions on CRM, Automation and AI for people who have to decide
Tiago J. C. Sousa works every day with marketing and sales teams implementing what he talks about on stage. Every session is adapted to the organization's context before the event, through a thirty-minute prior conversation.
All sessions exist in three formats: a 45-minute keynote, a 90-minute executive session with discussion, and a half-day workshop. In Portuguese and English, in person or remote.
From Zero to Hyper-Personalisation
For: CEOs, CMOs, commercial leadership.
Most companies buy artificial intelligence before organizing their data, then ask why it doesn't work. Hyperpersonalization isn't a product you purchase, it's the last step of a four-floor staircase: data, CRM, automation, AI. Whoever skips steps falls.
The session walks through that staircase with real cases from Portuguese companies, showing what happens on each floor, and what it costs to skip one.
The audience leaves with: the map of the four phases, a self-diagnosis of where the organization stands today, and the three sequencing mistakes that cost the most.
CRM is not software. It's a management decision.
For: boards, general management, executive committees.
A substantial share of CRM projects fail, and the post-mortem discussion is almost always about the tool. That's the wrong discussion. CRM fails when there's no owner, when the sales process was never designed, and when the board approved budget without approving change.
The session isn't about features. It's about the decisions only a board can make, and what happens when it doesn't make them.
The audience leaves with: the criteria to demand before approving any CRM budget, and an operational definition of ownership.
AI in marketing and sales: what already works, what's still theater.
For: mixed executive audiences, industry events.
There's a considerable gap between what artificial intelligence does in an on-stage demo and what's generating revenue in a Portuguese company this week. The session draws that line, with a live demo.
It shows what's actually used, how it's used, where it fails, and what it costs. No predictions about 2030.
The audience leaves with: applied cases with real numbers, and a simple criterion for evaluating any AI vendor's promise.
Automation without strategy is spam at industrial scale.
For: marketing and sales teams. Workshop, half a day.
Automation amplifies what already exists. If the process is good, it scales value. If it's bad, it scales noise, faster and more efficiently.
This isn't a talk. Each team designs the flow for one of its own real cases, and leaves with it designed.
The audience leaves with: a flow of their own, mapped and ready to implement, and the criteria for knowing when not to automate.
Six Portuguese higher education institutions trust him with chairs in Artificial Intelligence, Marketing Automation and CRM: University of Aveiro, IPAM, Universidade Europeia, the Polytechnic Institute of Coimbra, the University of Coimbra and the Polytechnic Institute of Tomar.
On stage
Sessions in Portuguese or English. In person in Portugal and Europe, remote anywhere. Adjusted to format, audience and type of organization.