Optimiza tu pipeline: Alinea marketing y ventas eficazmente

Sarah Downing

These are 3 AI-automated workflows ideas we can help you implement:

1

CRM Data Enrichment System

Automate real-time enrichment of CRM records by integrating external intent signals (e.g., hiring, funding, tech adoption) and ensure all data sources are synchronized for sales and marketing. This workflow connects your current stack (CRM, LinkedIn, outreach tools) so every contact and account is always up-to-date, actionable, and visible across teams.

Minimizes time spent on manual research and data cleaning (estimated 8–10 hours/week for a team of 8), reduces lead leakage, and increases forecast accuracy—enabling +15–20% lift in qualified pipeline and better alignment between marketing and sales.

2

SDR Qualification & Scoring AI-Automated System

Deploy AI-driven lead scoring and qualification tied to your ICP signals, automating the triage of inbound and outbound leads based on fit and intent. This ensures SDRs and AEs focus only on the most promising prospects, with qualification criteria dynamically updated as new data flows in.

Boosts SDR productivity by 30–50% (saves 15+ hours/month per SDR), increases lead-to-opportunity conversion rates by 20%+, and directly addresses the pain of low SDR yield due to suboptimal GTM automations.

3

Cold Email Infrastructure Audit & Setup Plan

Comprehensively audit your outbound email infrastructure, optimize deliverability settings, segment by engagement, and establish automated warmup and sequencing. Integrate with your CRM and marketing automation for seamless data flow and campaign attribution.

Improves cold email open and reply rates by 25–40%, fills pipeline gaps caused by broken handoffs, and eliminates bottlenecks between marketing and sales—yielding more meetings booked and a smoother, scalable GTM system.