Duration: 01:16:18
Kelsey talked to Lauren McCoy (formerly Bratcher) about implementing automation at scale. Lauren is a business analyst at Infusionsoft and works with Sales Force and Netsuite. She has been implementing automation for 7ish years and is good at it. She shares ideas and concepts that can applied to small business for automation success.
Pro Tip:
Know what it is you want to report on… – Lauren McCoy (formerly Lauren Bratcher)
You don’t actually want a checkbox.
Links from show:
Infusionsoft
Zapier
Salesforce
Netsuite
Jira
