Albert, Elevate Visier's Analytics Integration Today

Albert Cherng

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

1

SDR/AE Contact Research AI-Automated System
Automate the enrichment and validation of prospect and account data by pulling real-time information from multiple sources and integrating it into Salesforce and Marketo. This system ensures high-quality, current contact and account records, reducing manual research and supporting seamless embedded analytics integration into existing GTM workflows.
Cuts manual research time by 70% for 47+ sales reps and 34 business development staff, accelerating adoption of embedded analytics and shortening deal cycles. Assumes each rep saves 2 hours/week, enabling 160+ more prospect touches monthly and improving pipeline accuracy.

2

Expand ICP Network Outbound System
Leverage AI to identify and engage second- and third-degree connections that match updated ICP and territory criteria, using segmentation data from embedded analytics. The workflow syncs with Salesforce and Marketo to automate warm introductions and ensure territory alignment, driving precision in GTM outreach.
Boosts lead coverage and routing efficiency by 20%, aligning territory/ICP segmentation and reducing sales cycle friction. Expected to generate 10–15% more qualified pipeline from underpenetrated segments, based on historical campaign data and current headcount.

3

CRM Data Enrichment System
Continuously update Salesforce with AI-enriched data on job changes, company updates, and attribution sources. Automated data hygiene rules improve lead/source tracking and attribution, feeding forecasting models for more reliable pipeline reviews and revenue predictions.
Increases CRM and forecast accuracy by 15–20%, reducing revenue leakage and boosting forecast reliability. Saves RevOps and Sales Ops teams 6–8 hours/month in manual data scrubbing, enabling faster, data-driven GTM decisions.