Balaji, Streamline Your GTM with Agile Data Automation

Balaji Iyer

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

1

Sales Audit, RevOps & GTM Automation Strategy

Conduct a deep analysis of Tactical Edge’s current sales, marketing, and data flows to identify bottlenecks caused by unclear ICP and value proposition. Develop a flexible automation roadmap that adapts as ICP and GTM strategies evolve.

Establishes a foundation for scalable automation; reduces manual process rework by up to 30% as ICP clarity improves, accelerating GTM pivots and enabling more accurate pipeline tracking.

2

Initial Clay Setup: TAM Mapping & Database Building

Rapidly build and iterate on a Target Addressable Market (TAM) and custom database with dynamic segmentation logic, allowing for flexible lead routing and lifecycle management even as ICP and segmentation are refined.

Saves 10+ hours/week on manual data management and reduces lost opportunities from misrouted leads, improving lead-to-SQL conversion as new ICP insights emerge.

3

CRM Data Enrichment & AI-Automated Lead Scoring System

Implement continuous CRM data enrichment and AI-driven lead scoring that adapts to evolving ICP definitions, ensuring that pipeline reporting and forecasting remain accurate despite ongoing GTM and product-market fit adjustments.

Improves forecast accuracy by 15–25% and enables real-time sales prioritization, minimizing time wasted on low-fit leads as ICP and GTM clarity increase.