Caitlin Millican-Floor · Found in AI: AI Search Visibility, SEO, & GEO · HubSpot's Loop Marketing: Rethinking Marketing for the AI Era
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Build a digital twin of a potential customer by pulling data from the CRM into an AI system to simulate buyer behavior
“‘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’”
“We've put a lot of thinking into how do we build that platform for the age of AI. We talk about a unified data layer, giving the customer the possibility to not only look at finance and tax data, but also into operational data, people data, and so on and so forth.”
“Connected system that pulls in your financials, website conversion data, order history, cart data, lead time… you can build dashboarding, different views, recurring queries”
“Klaviyo is the AI-first B2C CRM… you’re not stitching together 5 different systems… your segments update automatically”
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