From Siloed Data to Smart Decisions with AI

At the Sellwell Conference, host Matt Bertram sits down with Arianna Smetana (Excel IQ Digital) to get practical about AI that actually moves the needle. They unpack how to integrate siloed CRM, ERP, and marketing data; why teams still live in spreadsheets; and how Excel Insights can turn Excel into an interactive, AI-driven analytics layer. They also dig into conversational AI/chatbots for SOPs and internal docs, plus the must-haves for data governance and security (SOC 2 mindset, masking sensitive fields, role-based access).

You’ll hear real oil-and-gas use cases—from sales/marketing reporting to asset/covenant reporting for lenders—that eliminate manual work, reduce risk, and speed decisions. The episode closes with a simple 30/60/90 plan for standing up AI responsibly so you see ROI fast without creating chaos.

Perfect for CROs, RevOps, marketing ops, and data leaders who want clean data, clear insights, and closed deals.

Episode Links:

Guest: https://www.linkedin.com/in/arianasmetana/

SellWell Conference: https://www.theghgn.com/sell-well-2025

Sponsor: https://www.ewrdigital.com/

Brought to you on OGGN, the largest and most listened-to podcast network for the oil and energy industry.