Deploy a unified GTM automation workflow that automates lead handoffs across marketing, sales, and client success teams, integrating directly with Pipedrive and connected MarTech. This will ensure every prospect is automatically routed based on ICP fit and territory, minimizing manual intervention and friction in complex, global sales cycles.

Implement a CRM data enrichment and orchestration system that consolidates fragmented sales and marketing data flows, feeding real-time updates and dashboards into Pipedrive. This provides business development with instant, accurate pipeline insights and forecasting across international teams and complex deal stages.

Saves 6–8 hours per week previously spent reconciling reports, while improving forecast accuracy by 15–20%, empowering reps to prioritize high-value opportunities and reducing pipeline leakage.

Launch an AI-powered TAM mapping and prospect scoring system that builds and continuously updates a global database of qualified asset managers, fund administrators, and distributors. This workflow automates territory alignment and prioritizes outreach to high-potential segments based on Goji’s evolving ICP and market triggers.

Improves prospecting efficiency by 35% and increases conversion rates by 12% by ensuring reps focus on the top 10–15% of the market, directly addressing the challenge of targeting niche, global financial institutions.