“Klaviyo is the AI-first B2C CRM… you’re not stitching together 5 different systems… your segments update automatically”
LS
Liberty Safe casey wiese
Honest Ecommerce ·
“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”
Mory Katan / LiLi Tile · The Ecommerce Toolbox: AI in Retail · Inside LiLi Tile’s push to connect data, decisions, and action
Play from 9:51
9:51
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What was described
Created a custom CRM and inventory tool automatically from existing CRM data using OWL
Said nearby on the same subject
“Quinn is an AI assistant built for advisors. It automatically takes your meeting notes, drafts follow-up emails, handles CRM data entry, schedules, reminders.”
LG
Libby Grywe
The Efficient Advisor: Tactical Business Advice for Financial Planners ·
“We invested in Salesforce, is our CRM system and not just as our CRM, but it's our marketing tool and we do quoting out of it ... it does our billing, project management, support tickets”
♫
Said on Acquiring Minds
“‘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 ·
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