Automate bi-directional data flows across ELSA Consulting’s fragmented tech stack (Deel, Genesys Cloud CX, Gmail, Google Apps, LinkedIn Marketing Solutions) to unify CRM, finance, and sales operations pipelines. This system leverages Clay integrations and API connectors to ensure compliance, centralized audit trail, and eliminates manual data transfer between platforms.

Deploy an AI-driven enrichment and deduplication workflow for all CRM records, auto-updating contact, account, and opportunity data using real-time signals (job changes, funding, intent) and deduplication logic. This ensures ELSA’s forecasting and reporting are based on clean, actionable data, supporting enterprise clients’ compliance expectations.

Improves CRM accuracy by 30–40%, reducing wasted outreach and enabling more precise pipeline forecasts. For every 1,000 records, saves ~20 hours/month on manual enrichment and boosts conversion rates by up to 12% via higher data quality.

Implement a structured onboarding and enablement program for Clay and GTM automation playbooks, including interactive templates, compliance-ready SOPs, and in-platform training modules. Designed to rapidly upskill ELSA’s consultants and new hires, the system standardizes best practices and reduces ramp time for complex automation projects.

Reduces onboarding time for new consultants from 4 weeks to 1 week; ensures consistent GTM execution and compliance, driving a 25% faster time-to-productivity and minimizing costly errors on client projects.