Want to create interactive content? It’s easy in Genially!

Get started free

CRM Recommendation with AI

Quill For The Author

Created on November 1, 2025

Start designing with a free template

Discover more than 1500 professional designs like these:

Terrazzo Presentation

Visual Presentation

Relaxing Presentation

Modern Presentation

Colorful Presentation

Modular Structure Presentation

Chromatic Presentation

Explore all templates

Transcript

wow

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/ ‌