Streamline Complex Sales with Unified Lead Automation

Michael Decker

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

1

Sales Audit, RevOps & GTM Automation Strategy
Conduct a full audit of Kurrent's multi-industry sales cycles, mapping all lead handoff points and current tech stack integrations. This foundational analysis will identify automation gaps and design a unified, event-driven lead lifecycle that works across cloud and on-prem environments.
Enables up to 30% faster lead-to-customer conversion by eliminating manual handoffs and misrouted leads (assuming 3+ handoff stages typical in Finance/Healthcare); provides a clear roadmap to scalable, predictable revenue operations.

2

CRM Data Enrichment & Deduplication System
Implement a real-time data enrichment and deduplication workflow that monitors all inbound and event-native data streams, updating CRM and analytics tools with fresh, accurate, and unified records. Integrates with Salesforce and Marketo, leveraging Kurrent's platform strengths.
Reduces data errors and duplicates by 80%, saving 10+ hours/week in manual cleanup and ensuring reliable analytics for GTM decisions; boosts targeting accuracy for all sales/marketing automations.

3

AE Pre-Sales Call AI-Automated Reporting System
Auto-generate actionable, context-rich briefing reports for AEs before every customer meeting, pulling real-time signals from both cloud and on-prem sources, including recent account activity and data quality flags.
Saves 1+ hour prep per meeting (assuming 10–15 AE calls/week), increases first-call conversion by 10–15% due to precise, up-to-date context—especially valuable in long, complex sales cycles.