Mike, Unlock Sales Growth with Unified RevOps

Mike Gromacki

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

1

Unified Lead Lifecycle Automation & Scoring
Automate and score every inbound and outbound lead touchpoint across Salesforce and ServiceNow using AI-driven workflows. This system routes, tracks, and advances leads through every lifecycle stage, ensuring no opportunity is lost and handoffs between Sales and Customer Success are seamless.
Assuming 300 leads/month and a 15% historical drop-off rate due to manual process gaps, this workflow is expected to recover 35–45 lost opportunities monthly and increase pipeline conversion by 18–25% within the first quarter.

2

RevOps Data Hygiene & Forecasting Automation
Implement ongoing, automated CRM enrichment and pipeline health monitoring by integrating GenAI-powered data correction and real-time account updates into Salesforce/ServiceNow. Standardizes data, flags hygiene risks, and ensures accurate pipeline visibility for forecasting and planning.
Reduces manual data cleaning time by ~10 hours per week and increases forecasting accuracy by up to 30%, supporting better quota setting and resource allocation for Sales and CS leadership.

3

Sales & CS Tool Consolidation Multichannel System
Consolidate fragmented workflows by integrating email, LinkedIn, and website visitor data into a single, orchestrated outbound and engagement platform. Enables unified campaign sequencing, multichannel touchpoints, and centralized tracking from prospecting through onboarding.
Eliminates 3–5 siloed tools, saving each team member 6–8 hours/month on manual tracking and context switching while increasing engagement rates by 20% through coordinated multichannel outreach.