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That’s not what I had in mind.

Then you end up with a report that goes out automatically every month to leadership pulled directly from the Salesforce data, along with a real time dashboard anyone in the org can look at, broken down by team, vertical, and sales volume.

Why are people so attached to manual process?

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Because when one exec ask: "Why is that?" the room goes silent.

It's not what you had in mind, but that's what you get. Because automation, integration, and AI are currently garbage -- Salesforce, Netsuite, doesn't matter. They don't do the magic that they promise. Because process is still very much a human problem, not a computational one.

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