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Turn your sales data into actionable insights | Fix My Workflow

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Turn your sales data into actionable insights | Fix My Workflow

Too much data — but not enough clarity?

In this episode of Fix My Workflow, Mateo Valdez and Hunter Evans show how to turn dashboards into real decisions using AI.

You’ll learn how to:
• Cut through data overload
• Segment customers with AI
• Spot patterns and anomalies
• Prioritize where to focus

This episode shows how to move from data to action — and where to spend your time.

00:00 Intro
00:50 Meet Hunter Evans
01:48 Analysis paralysis
03:03 Live data demo
04:54 Segmenting customers
06:55 Finding anomalies
09:29 Turning insights into action
11:57 CTRL+ALT+Delight

Fix My Workflow is a sales skills show hosted by Mateo Valdez, an Account Executive at Microsoft, where real sellers submit real workflow challenges — and Microsoft experts work through them live. Each episode features a candid, desk-level conversation with a seasoned Microsoft sales or technical professional who breaks down exactly how they use AI and Microsoft Copilot to solve a specific problem in their day-to-day sales workflow.

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Date: June 5, 2026