Cathal Canavan
These are 3 AI-automated workflows ideas we can help you implement:
1
SDR Qualification & Scoring AI-Automated System
Deploy an AI-driven lead scoring and qualification system that automatically integrates with HeyGen’s CRM and marketing tools to enrich, score, and prioritize inbound and outbound leads for agency partnerships. The system leverages real-time intent signals and data enrichment to surface the highest-quality leads, allowing the sales team to focus on those most likely to convert.
Expect a 20–30% increase in pipeline efficiency by reducing manual lead research and prioritization. Assuming 500 leads/month, this saves ~20 hours/month and boosts qualified meeting rates, directly addressing the primary challenge of generating and converting more qualified leads.
2
CRM Data Enrichment & Attribution Automation
Integrate automated enrichment and attribution workflows across marketing and sales platforms (e.g., Webflow, Google Apps, Outlook) to sync contact, engagement, and campaign data in real time. This ensures GTM teams have up-to-date information on every lead and opportunity, enabling accurate attribution and seamless handoffs between marketing and sales.
Reduces data sync errors and manual updates by up to 80%, saving the GTM team 15+ hours/month and improving campaign attribution. This enables better reporting, cleaner pipeline hygiene, and more effective targeting, accelerating revenue growth.
3
AI-Driven Agency Onboarding & Enablement Workflow
Automate onboarding and enablement for new agency partners using HeyGen’s AI video platform. Deliver personalized, role-specific training content and triggered onboarding sequences, leveraging HeyGen’s own video automation to educate and activate agencies faster while tracking engagement and completion rates.
Shortens agency onboarding time by 30–40% (assuming a baseline of 2 weeks per agency), improving adoption rates and accelerating agency-driven revenue. This ensures consistent partner ramp-up and maximizes the value delivered by HeyGen’s AI solutions.