Integrate Salesforce and Marketo to automate and track lead handoffs between marketing and sales, ensuring every lead is seamlessly routed, timestamped, and followed up according to agreed SLAs. Workflow triggers on MQL/SQL status changes and syncs activity history for full visibility.

Deploy an AI-powered data enrichment and deduplication workflow in Salesforce to continuously update contact/account records with job changes, company news, and deduplicate overlapping entries. Leverages third-party APIs and internal data sources for unified, accurate client profiles.

Raises database accuracy by 20–30%, increasing campaign relevance and reducing wasted outreach. Estimated to save 5+ hours/week per AE and boost meeting acceptance rates by 8–12% due to improved personalization and targeting.

Launch an automated dashboard that aggregates pipeline data from Salesforce, Marketo, and Webex, highlighting stage progression, risk flags, and forecast accuracy. Sends weekly snapshots to account managers and leadership with AI-driven recommendations for intervention.

Drives a 7–10% improvement in forecast accuracy and quota attainment by surfacing risks and gaps early. Saves 4+ hours/week on manual reporting and improves win rates through focused coaching and follow-up.