Centralize GTM Data and Automate Workflows

Marcella dePunzio

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

1

Sales Audit, RevOps & GTM Automation Strategy

Conduct a comprehensive audit to map all GTM data sources, document current tool usage across departments, and design a unified automation roadmap. This workflow aligns fragmented systems and clarifies data ownership, creating the foundation for centralized RevOps execution.

Enables ~20% faster GTM initiatives and improves cross-team alignment; saves an estimated 5+ hours per week in manual data reconciliation for a lean team (assumes 8–10 employees).

2

Initial Clay Setup: TAM Mapping, Database Building, CRM Integration

Automate TAM identification, build a centralized database of prospects, and integrate all lead data into a single CRM. This ensures all GTM teams work from a unified, continuously updated source of truth, directly addressing pipeline hygiene and forecast consistency.

Reduces lead sourcing and enrichment time by 70% (from ~10 to 3 hours/week); increases pipeline visibility and improves forecast reliability, vital for accurate reporting to leadership.

3

AE Pre-Sales Call AI-Automated Reporting System

Prior to each key sales or partnership call, auto-generate a context-rich report with the latest account and contact data, recent interactions, and relevant signals aggregated from all integrated tools. This ensures every stakeholder enters meetings aligned and fully informed.

Improves meeting preparedness, increasing conversion rates by 10–15% and reducing pre-call research time by 60% (assumes 2–3 strategic calls/week per AE or founder).