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CRM Recommendation with AI

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Transcript

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CRM Recommendation with AI

Presented by Kaycee Gonzalez, Zona Litten, Dafenie Mere, and Marianna Winters

What Do Gideon's Customers Want?

Agenda

  • Recap
  • Comparison
  • What we changed
  • New timeline

Last time we spoke...

Our Disney Springs Location!

  • Strong customer loyalty
  • Hyper-personalization opportunity
  • Calculated ROI and justified using Toast
  • 2-week implementation timeline

Results with AI

Takeaways
Prompt
  • ActiveCampaign
  • Difficult to personalize
  • Differentiate locals from tourists
  • Unique loyalty system
  • Pretend to work for Gideon's
  • Customer contact through email
  • No partners or investors
  • Proud to be different
Social beings

We need to interact with one another. We learn in a collaborative way.

(Gemini, 2025)

(Microsoft Copilot: Your AI Companion, 2025)

Analysis of AI’s Recommendation

90%

of Its Insight Will Be Considered.

Easy Integration with POS
Plus Tier Price Plan
Lower Cost $79/month
Features
ROI + Labor Saved + Waste Reduction
(Active Campaign, 2025)
(Email Tool Tester, 2025)

How ActiveCampaign meets Gideon's Needs

  • Hyper-Localized Segmentation - Separates Disney Springs & East End Market customers
  • Deep Data Integration - Tracks itemized sales from POS
  • Automated Personalization - Handcrafted emails triggered by buyer behavior

Timeline

Analytics

Foundations

Weeks 5-7

Week 1-2

Momentum

Refinement

Weeks 3-4

Weeks 8-12

(ActiveCampaign, 2025) (Gamma, 2025)

Takeaways

Gideon's + ActiveCampaign

(AST Consulting, 2025)

References

Google. (n.d.). Gemini - Gideon’s bakehouse CRM softwarerecommendation. Google. https://gemini.google.com/share/d9f195a9b3c7 ActiveCampaign. (n.d.). Getting started | ActiveCampaign.https://www.activecampaign.com/learn/getting-startedGamma. (2024). Gamma.app. https://gamma.app/#imagesMicrosoft Copilot: Your AI companion. (2025). Microsoft Copilot:Your AI Companion. https://copilot.microsoft.com/chats/eBxG3S92n7WQnzLr1FaGbSanteralli, E. (2021, March 14). 8 Steps for a Successful CRMImplementation | ActiveCampaign. Www.activecampaign.com. https://www.activecampaign.com/blog/crm-implementation-processAST Consulting. (2025, July 20). Unlock Customer Loyalty with Hyper-Personalization Strategies Using CRM Datahttps://astconsulting.in/crm/unlock-customer-loyalty-hyper-personalization-crmActiveCampaign. Autonomous marketing plans. https://www.activecampaign.com/pricingGarcia, J. & Wibowo, I. (2025, October 28). ActiveCampaign Review (2025): Why It's Our Top Pick for Automations. Email Tool Tester.https://www.emailtooltester.com/en/reviews/activecampaign/ ‌