Deploy an AI-driven workflow that continuously enriches and segments EverGive’s charity prospect database, using real-time firmographic and technographic data to ensure LinkedIn connection requests are sent only to high-fit nonprofit leaders and operational managers. Integrates with LinkedIn and CRM to avoid duplicate or wasted outreach.

Implement a unified Go-To-Market (GTM) orchestration system that automates donor and lead engagement across LinkedIn, email, and website—seamlessly integrating with Slack, Gmail, and CRM for campaign handoffs, status tracking, and follow-ups. Triggered by lead actions (site visits, LinkedIn engagement, email opens) for timely, contextual outreach.

Cuts manual handoff time by 70% (saving ~8 hours/week for the small team), ensures no warm lead slips through, and lifts campaign conversion rates by 20–30% by aligning touchpoints and messaging for EverGive’s niche audience.

Set up an automated system to keep EverGive’s donor and lead data fresh by enriching CRM records with real-time updates (job changes, new charity initiatives, funding events). Flags stale or incomplete records for review and syncs with analytics tools for more accurate forecasting.

Improves forecast accuracy by 15–25% and reduces time spent on manual data cleanup by 80% (saving ~6 hours/month). Supports reliable GTM attribution and enables more effective segmentation for ongoing pipeline growth.