Conduct a comprehensive audit of Charter Brands’ sales operations and GTM processes to identify handoff gaps, unify data flows, and automate lead transitions across marketing, sales, and account management. This includes mapping the current tech stack and designing automation to eliminate manual, error-prone processes.

Deploy automated CRM enrichment to unify fragmented contact, opportunity, and market data—updating records with real-time changes in distributor, partner, or prospect status across 50+ markets. Ensures that territory, pipeline, and forecasting data remain current and actionable.

Saves 5–8 hours/month per user on manual data updates, reduces lost opportunities from outdated records, and improves forecast accuracy by up to 25%, critical for a small team managing high-value, multi-market deals.

Before every distributor or prospect meeting, automatically generate a briefing with the latest account developments, win/loss history, and territory context. Standardizes meeting prep for the Managing Director and commercial team, ensuring every call leverages the most up-to-date intelligence.

Boosts meeting effectiveness and win rates by 10–15% through better preparation, while saving 2–3 hours/week per AE or Director on manual research—vital for a lean team covering global opportunities.