Jon, Streamline Your Sales Automation Seamlessly

Jon Kelly

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

1

Integrated GTM Workflow Orchestration System
Unify HeyReach, Clay, Google Sheets, Instantly, and CRM into a seamless workflow automation layer. Trigger end-to-end lead capture, enrichment, routing, and handoff without manual intervention—ensuring every new prospect from any channel flows through qualification, enrichment, and assignment automatically.
Eliminates 80% of manual touchpoints in lead management (based on typical 5–10 min saved per lead; at 100 leads/week, saves 8–16 hours/month). Frees leadership and sales ops to focus on higher-value activities, enabling scalable growth with leaner ops.

2

Real-Time CRM Data Enrichment & Sync System
Continuously enrich and synchronize contact and account data across all sales tools and CRM (e.g., job changes, company updates, engagement signals). Integrates with Clay and CRMs for always-updated records, supporting accurate segmentation, targeting, and pipeline hygiene.
Improves data quality, reducing bounce rates and wasted SDR effort—estimated +10–15% lift in connect/conversion rates. Enables more precise reporting and forecasting, saving 4–6 hours/month on manual data cleaning and list audits.

3

Unified Pipeline & Attribution Reporting Dashboard
Auto-aggregate lead, deal, and channel data from all GTM platforms into a single real-time dashboard. Custom triggers flag pipeline bottlenecks and attribution gaps. Integrates with Google Sheets, CRM, and Clay to provide actionable, up-to-date intelligence for forecasting and resource allocation.
Delivers a single source of truth for pipeline health, reducing manual reporting time by 80% (5–8 hours/month). Improves forecasting accuracy and empowers faster, data-driven decisions, supporting +10% pipeline growth via better visibility.