Conduct a comprehensive audit of Goji’s lead handoff, data management, and GTM workflows, mapping out all current processes and identifying automation and integration gaps across Pipedrive, marketing platforms, and operations tools. This tailored strategy will outline specific automation opportunities to remove manual bottlenecks and standardize data flows between marketing and sales.

Deploy Clay to build a unified, deduplicated database of asset managers, fund administrators, and distributors (Goji’s ICP), integrating with Pipedrive and core marketing tools. This workflow ensures data cleanliness, real-time enrichment, and seamless sync across platforms for accurate tracking of private fund opportunities.

Saves 8–12 hours per week on manual data cleaning and deduplication; improves pipeline accuracy by 20% and reduces attribution errors, ensuring no high-value opportunities are lost due to fragmented or duplicate data.

Automate enrichment of CRM and lead data with up-to-date information (e.g., fund launches, personnel changes) and trigger AI-personalized outbound messaging to high-potential prospects. This enables business development to act rapidly on key market signals and maintain relevant, high-converting outreach.

Accelerates deal cycles by 25% through faster, more relevant outreach; increases reply rates by 30% (baseline 8–10%), resulting in a measurable pipeline uplift, especially for complex, high-value private market deals.