Extracting Value from Financial and Sales Data with AI

Extracting Value from Financial and Sales Data with AI

by | Oct 27, 2023 | General

Many small and medium businesses use a hosted accounting (NetSuite/Dynamics/QuickBooks)and a sales/CRM system (Salesforce/Zoho) for managing sales pipelines and forecasts. While both systems provide reporting, the data is siloed and analysis requires manual effort to...