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CRM Meets AI: Building Smarter Automations & Dashboards | Vitaly Kan
Is AI the magic wand for your CRM? Discover the real power of AI.
In this episode, host Charles chats with Vitaly Khan, a Certified HubSpot Strategist and founder of ProfitPad. They discuss how a clean, structured data foundation is key to successfully integrating AI and CRM systems, and how AI can provide strategic insights for better decision-making. Vitaly also shares common pitfalls teams face when adopting AI for CRM management and how to avoid them.
Key Topics:
- 00:00 - Introduction
- 00:54 - The Importance of a Clean Data Foundation
- 03:41 - Understanding Structured Data
- 06:25 - The Enemies of Clean Data
- 08:41 - Can AI Fix Messy Data?
- 09:46 - AI-Enhanced CRM Dashboards
- 12:35 - AI as a Strategic Tool
- 15:35 - AI in Document Workflows
- 20:51 - Fragmented vs. Holistic AI
- 25:05 - The Future of AI in Sales
- 27:50 - AI Trust and Transparency
- 29:18 - Common AI Adoption Pitfalls
Connect with Vitaly Khan:
- LinkedIn: https://www.linkedin.com/in/vtly/
DO MORE WITH FOXIT As the #1 Alternative to Adobe Acrobat, Foxit empowers businesses with AI-driven document intelligence platforms that accelerate digital transformation. From secure eSignatures to intelligent redaction, our solutions are built for the modern enterprise.
Learn more about Foxit: https://www.foxit.com/?utm_source=youtube&utm_medium=social&utm_campaign=podcast
Disclaimer: The views and opinions expressed by guests on this program are their own and do not necessarily reflect the views or positions of Foxit Software Incorporated. Guest appearances do not constitute an endorsement of the guest or their statements by Foxit. This content is for informational and entertainment purposes only.
View all episodes
By Charles VerheyIs AI the magic wand for your CRM? Discover the real power of AI.
In this episode, host Charles chats with Vitaly Khan, a Certified HubSpot Strategist and founder of ProfitPad. They discuss how a clean, structured data foundation is key to successfully integrating AI and CRM systems, and how AI can provide strategic insights for better decision-making. Vitaly also shares common pitfalls teams face when adopting AI for CRM management and how to avoid them.
Key Topics:
- 00:00 - Introduction
- 00:54 - The Importance of a Clean Data Foundation
- 03:41 - Understanding Structured Data
- 06:25 - The Enemies of Clean Data
- 08:41 - Can AI Fix Messy Data?
- 09:46 - AI-Enhanced CRM Dashboards
- 12:35 - AI as a Strategic Tool
- 15:35 - AI in Document Workflows
- 20:51 - Fragmented vs. Holistic AI
- 25:05 - The Future of AI in Sales
- 27:50 - AI Trust and Transparency
- 29:18 - Common AI Adoption Pitfalls
Connect with Vitaly Khan:
- LinkedIn: https://www.linkedin.com/in/vtly/
DO MORE WITH FOXIT As the #1 Alternative to Adobe Acrobat, Foxit empowers businesses with AI-driven document intelligence platforms that accelerate digital transformation. From secure eSignatures to intelligent redaction, our solutions are built for the modern enterprise.
Learn more about Foxit: https://www.foxit.com/?utm_source=youtube&utm_medium=social&utm_campaign=podcast
Disclaimer: The views and opinions expressed by guests on this program are their own and do not necessarily reflect the views or positions of Foxit Software Incorporated. Guest appearances do not constitute an endorsement of the guest or their statements by Foxit. This content is for informational and entertainment purposes only.