Skip to content

Capture the Magic 2024 June 18 Breakout Sessions

Shawn Peterson

Revolutionizing Sales With Automation & AI

June 18, 11 a.m. to Noon

Shawn Peterson, CEO, Quantum Business Solutions

In this session, Peterson will explore the impact of sales automation and artificial intelligence (AI) on the sales landscape. Attendees will learn about the fundamentals of integrating cutting-edge technologies like HubSpot and ZoomInfo into their sales strategies to streamline operations, enhance lead generation and improve conversion rates. This presentation will offer insights into selecting the right tools for your business, setting up an efficient sales automation workflow and leveraging AI for predictive sales analytics. By focusing on building a solid foundation, participants will leave with the knowledge to create a more responsive, efficient and effective sales process.

Peterson is the CEO of Quantum Business Solutions, where he brings more than a decade of executive-level experience in the technology services industry. A forward-thinking visionary, Peterson excels in driving high growth and superior performance through innovative strategies in sales, marketing and client experience. His expertise extends to leveraging cutting-edge technologies, including automation, AI and comprehensive tech stack integration, to enhance operational efficiency and financial performance. Deeply passionate about elevating organizational capabilities, Peterson champions the Quantum Growth Model. This strategic approach is designed to revolutionize sales and marketing processes, aiming for five- to 10-times sales productivity within just 180 days. Under his leadership, businesses embrace the integration of advanced technologies to not only meet, but exceed, their growth objectives, setting new benchmarks in the industry.
West McDonald

GenAI Strategies to Reduce COGS & Supercharge Workflow Efficiency

June 18, 11 a.m. to Noon

West McDonald, founder,

Join McDonald for a transformative breakout session designed to empower business leaders with the tools to revolutionize their sales processes using generative AI (GenAI). Discover practical strategies to automate CRM updates and task management, saving significant time and money while enhancing the effectiveness of your sales teams.

Key Takeaways:
  • Boost Efficiency: Learn how GenAI can automate CRM updates and sales call summaries, potentially saving your team more than $87,000 annually in workflow costs (for a 10-sales-rep team) and giving reps more time to sell.
  • Explore Top Tools: He will dive into three leading GenAI toolsets tailored for sales team automation, comparing features and benefits to find the best fit for your business.
  • Versatile Integration: See how GenAI solutions can be seamlessly integrated, not just through digital platforms like Zoom or Teams, but also in traditional settings such as phone calls and face-to-face meetings.
  • Enhance Sales Insight: Understand how sales managers can leverage GenAI to gain real-time insights into team activities and meeting details without requiring manual input from sales reps.
  • Reduce Training Burden: Discover how automating routine tasks with AI allows sales teams to focus on selling, reducing the need for extensive note-taking and CRM training.
This session is designed to be interactive and actionable, providing you with the knowledge and tools to immediately start optimizing your sales force with GenAI technology.

As a leading authority in AI training and business solutions, McDonald, founder of, helps organizations to navigate the uncertain world of generative AI, implementing game-changing internal and external AI solutions. Featured as an AI expert in top publications like The Imaging Channel and The Cannata Report, and having spoken at numerous events on AI and business use (Global Big Data Conference, FP Mailing National Kickoff, BTA events, Konica Minolta Top 25, Executive Connection Summit and the ANA Advertisers Association, to name a few), he is a thought leader in AI applications in various business channels. McDonald's insights offer a fresh perspective on how AI can revolutionize your business operations.
Sally Brause

Elevating Your Business Results With the Entrepreneurial Operating System (EOS)

June 18, 11 a.m. to Noon

Sally Brause, director of human resources consulting, GreatAmerica Financial Services Corp., and leader of the PathShare HR Services division

In this session, office technology leaders will receive an overview of the Entrepreneurial Operating System (EOS®) based on Gino Wickman's book, "Traction: Get a Grip on Your Business." Learn how to effectively plan and execute using the proven EOS process. Brause will explore how EOS helps:
  • Get everyone in your organization on the same page with where you are going and how you plan to get there.
  • Instill focus, discipline and accountability throughout your company so that everyone executes the vision — every day.
  • Help your leadership team become more cohesive, functional and healthy.
Let's make this year your most strategic yet and elevate your dealership's path to growth and excellence in 2024 and beyond.

Brause is the director of human resources consulting for GreatAmerica Financial Services Corp. and leads the PathShare HR Services division of GreatAmerica. She has been sharing human resources, sales training and organizational development expertise with technology clients since 2008. Brause is an EOS Implementer, a certified Senior Professional in Human Resources (SPHR), has been certified as a compensation professional through World at Work, and holds various sales training facilitation and behavioral assessment certifications. She has a master's degree in organizational leadership and participated in the Wharton School of Business' Leading Organizational Change program.