“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
Play from 22:16
22:16
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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
Said nearby on the same subject
“Connected system that pulls in your financials, website conversion data, order history, cart data, lead time… you can build dashboarding, different views, recurring queries”
“‘We built an AI operating system that has all the context… connects into the CRM… because everybody has the same tools, but they don’t have the data’”
LS
Leslie Silverman
Smart Agency Masterclass with Jason Swenk: Podcast for Digital Marketing Agencies ·
“We're going to take their Gantt chart and I'm going to put that into artificial intelligence and then take their material list, put that into artificial intelligence. And I'm going to lay out their material delivery based on their needs of their project when they need it”
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Said on The Builders Ladder: Business Growth Strategies for Residential Construction Businesses
“‘We built most of that with HubSpot’s AIs… we have agents… we also built an intent model that sits outside of HubSpot… we need to bring our scoring intent data over here in HubSpot… to have one source of truth.’”
GF
Gabriella Fishkind VP of Go-to-Market Strategy at Ceros