“The DD was started from day one of building the business, shared folders, corporate documents all kept centrally, centralized CRM, better record keeping”
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Said on Owner To Owner Podcast
The Ramsey Show · Living Without Debt Leads to Financial Freedom
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switched to NetSuite to centralize financials, inventory, CRM, and AI automation
“The DD was started from day one of building the business, shared folders, corporate documents all kept centrally, centralized CRM, better record keeping”
“Owl read through all of that, and basically recreated a CRM that's more custom for us… It created an inventory tool… gives us predictive purchasing decisions”
“Outside my CFO's office was an army of financial analysts… why doesn't somebody automate this? This is 1990.”
“Klaviyo is the AI-first B2C CRM… you’re not stitching together 5 different systems… your segments update automatically”
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