Optimize Your GTM with Automated Lead Enrichment

djimenez@userlytics.com

These are 3 AI-automated workflows ideas we can help you implement:

1

Initial Clay Setup: TAM Mapping, Database Building, CRM Integration
Deploy a foundational workflow to map Userlytics' Total Addressable Market (TAM), build a custom database with enriched firmographic and contact data, and integrate this with Salesforce and Pardot. This includes dynamic list building even when the ICP is not fully defined, ensuring lead records are deduplicated and enriched in real time.
Automating TAM mapping and data enrichment will save 10+ hours/week for sales/marketing and improve targeting accuracy, leading to a +20% lift in qualified leads entering the funnel—even with ambiguous ICP definitions.

2

Clay Contacts Data Enrichment System
Set up continuous enrichment for leads and accounts in Salesforce by syncing external data points (such as job changes, tech stack, firmographics) to compensate for limited internal data and unclear ICP. The system triggers enrichment after every new lead is added or updated.
Assures up-to-date, actionable CRM data, reducing manual research by up to 80% and increasing conversion rates by 10–15% by enabling tailored outreach and better fit assessment in a fast-changing B2B market.

3

Sales Audit, RevOps & GTM Automation Strategy
Conduct a comprehensive audit of Userlytics’ current sales ops and GTM workflows, identifying automation gaps and integration opportunities across Salesforce, Pardot, Zendesk, and other connected tools. Custom playbooks will be designed to adapt to evolving signals and ensure alignment despite limited market updates.
Enables a clear, prioritized automation roadmap—reducing workflow friction and tool fragmentation, typically improving pipeline velocity by 15% and saving 5+ hours/week in manual process management for RevOps and leadership.