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.

Is your AI strategy just a "vanity project"?

In this episode, we talk with tech leader Matthew Jones, Chief Technology and Communications Officer at Greenhouse Group, about moving past the hype to build AI systems that actually work. He breaks down the importance of solid data and a clear plan over the race to be first, and shares his checklist for evaluating new tech. Matthew also discusses why human connection is more valuable than ever in a world of automated responses and what true, measurable innovation really looks like.

Watch the video version of this podcast: https://youtube.com/playlist?list=PLrq9xhAyMyJZld0Kj7IjPfcXMAIcWoNN-&si=oEhHEfgQPJqco7nu

Episode Chapters

• 0:00 – Introduction & Guest: Matthew Jones
• 0:47 – AI: Just Another Tool, Not the Solution
• 3:35 – The Danger of Marketing Hype & FOMO
• 5:59 – The "Chatbot Craze" and What It Teaches Us
• 9:09 – How to Manage Executive Expectations for AI
• 11:21 – Why You Don't Need to Be First in the AI Race
• 13:11 – The Importance of Good Data and Infrastructure
• 14:20 – AI and Document Workflow in the Automotive Industry
• 17:21 – The Rising Value of Human Connection
• 24:57 – The Advantages of Building In-House Tech Systems
• 26:12 – The Tech Leader's Checklist for Adopting New AI
• 27:51 – What is True, Measurable Innovation?
• 31:12 – The Most Exciting AI Tool for Developers
• 32:33 – The Silliest AI "Vanity Projects"

Connect with Matthew Jones

• LinkedIn: https://www.linkedin.com/in/matthewjonescto/
• Website: https://www.greenhous.co.uk/

Rupali Kumbani argues that true innovation is about aligning people with purpose, not just adopting the latest tech.

On this episode of The Digital Impact, host Charles and guest Rupali Kumbani discuss why true transformation isn't about technology alone. They explore how aligning people, purpose, and priorities is crucial for success, whether you're implementing AI or other digital solutions.

Where to find Rupali Kumbani:

• LinkedIn

Chapters:

• The Human Reality of AI Transformation
• Aligning People, Purpose, and Priorities
• The Value of Documentation
• Speed vs. Strategic Alignment
• Confronting Resistance to Change
• The Danger of Implementing Tech on Broken Processes
• A Recipe for Disaster? Incremental Adoption
• Embracing Failure and Managing Risk
• Innovation in an Uncertain Economy
• Data-Driven Decision Making
• Doubling a Nonprofit Board
• Eliminating Waste Through Technology

Watch the video version of this podcast on our YouTube channel.

https://youtube.com/playlist?list=PLrq9xhAyMyJZld0Kj7IjPfcXMAIcWoNN-&si=f8dEUMNIVvebbrtP

More from 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/

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.