Deploy an AI-driven lead qualification and scoring workflow that integrates directly with Salesforce to automatically evaluate inbound and outbound leads by fit and intent signals. This eliminates manual guesswork for AEs, using clear, adaptive criteria that match Agency73’s consulting focus on high-tech and life sciences clients.

Automate continuous enrichment of Salesforce records with up-to-date firmographic, technographic, and intent data, and centralize access to dynamic, deal-specific enablement materials directly within the CRM. This ensures that every AE has immediate access to both the right context and the latest sales collateral tailored to Agency73’s services.

Reduces time spent searching for relevant information and content by 70% (saves up to 4–6 hours/week per AE); drives more effective sales conversations, supporting a 10% increase in meeting-to-opportunity conversion.

Implement automated, weekly pipeline health and attribution reports that unify insights across all sales data sources (Salesforce, Pardot, custom web apps). These snapshot reports flag bottlenecks, surface attribution gaps, and highlight at-risk opportunities for immediate action by sales leadership and AEs.

Cuts manual reporting and cross-platform reconciliation time by 80% (saving 2–3 hours/week per AE/manager), while improving forecast reliability and supporting a 5–7% increase in closed-won rates by enabling faster, data-driven intervention.