“If you're connecting with HubSpot, your CRM, and you're connecting with an ERP, the next step is like, all right, now build me a dashboard. So I can analyze X, Y, Z, here are the KPIs I want in building that dashboard.”

Scale from Here | Business Growth & Scaling Strategies for Small Business Owners · Stop Prompt Engineering. Let AI Interview You Instead. | Craig Mooney

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What was described

connect AI to HubSpot (CRM) and an ERP to pull sales flow data, then have the AI build a custom dashboard of KPIs

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