Connor Jeffers

Connor Jeffers, Founder and CEO of Aptitude 8 and Happily, dives into the ever-evolving world of CRM, specifically HubSpot and Salesforce. He discusses the pros and cons of each platform, emphasizing HubSpot's user-friendly enhancements and AI features. The conversation reveals how their new ChatSpot tool simplifies operations, while a case study illustrates the revenue-boosting power of integrating CRM with ERP. They also tackle vital success metrics for CRM effectiveness, making it clear that optimizing customer experience is key to business growth.