How Zapier gives its GTM teams and their agents reliable access to company data
AI makes it easy for anyone to query company data. But trustworthy answers depend on how that data was organized, defined, and curated first. A lot can go wrong, if GTM teams are just pointing LLMs at data systems and pulling numbers.
A CRM runs transactions, not broad analysis. So, pointing an LLM directly at one can produce answers based on incomplete data, unvetted relationships, or unclear definitions. A data warehouse is a more traceable source for analysis.
Call transcripts need similar preparation. Searching thousands of raw transcripts can over-weight a few vivid examples. Semant