Rodrigo Antuña
These are 3 AI-automated workflows ideas we can help you implement:
1
CRM Data Enrichment & Deduplication System
Automatically consolidates and enriches lead records from HubSpot, Salesforce, and SendInBlue, deduplicating and standardizing data for a single source of truth. This seamless integration ensures clean, actionable data for both marketing and sales, enabling accurate reporting and attribution.
Reduces manual data cleaning time by 80% (saving ~8 hours weekly for RevOps), improves pipeline accuracy, and can lift conversion rates by up to 10% by eliminating duplicate or stale leads across 3+ platforms.
2
Automated Lead Routing & Lifecycle Workflow
Implements automated lead assignment and routing across marketing and sales platforms (HubSpot, Salesforce), leveraging custom rules for ICP fit, campaign source, and behavioral signals. Ensures every qualified lead is handed off instantly to the right sales owner, with automated notifications and SLA monitoring.
Shortens lead response time from ~12 hours to under 1 hour, boosting pipeline velocity and expected meeting rates by 15% (assuming 400 leads/month), while reducing lead leakage due to manual handoff gaps.
3
Unified Multichannel Reporting Automation
Aggregates campaign and pipeline data from all marketing and sales platforms into a centralized dashboard, providing real-time, deduplicated reporting on KPIs such as lead source performance, attribution, and pipeline health. Customizable for client and internal visibility.
Saves 6+ hours/week previously spent on manual report compilation, increases data trust and decision speed, and directly supports more accurate forecasting for client campaigns and revenue management.