Streamline Your GTM with Unified Automation

Brian Meshkati

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

1

Sales Audit, RevOps & GTM Automation Strategy
Conduct a comprehensive audit of Pavilion's current GTM tech stack (Salesforce, HubSpot, Google Apps, etc.), mapping every integration and identifying automation gaps. Design a unified automation roadmap to streamline data flows, eliminate manual re-entry, and create a single source of truth for GTM teams.
Expect a 20–30% reduction in manual data management time for RevOps and Marketing (est. 10–15 hrs/week saved for a 50+ person GTM team), plus improved attribution—enabling faster, more accurate reporting and pipeline forecasting.

2

CRM Data Enrichment & Attribution System
Deploy an automated CRM data enrichment system that continuously updates member and lead profiles with real-time firmographics, engagement, and activity signals. Integrate attribution logic across Salesforce and HubSpot to ensure every lead-source and member touchpoint is accurately tracked—even as personas shift.
Reduces data decay by 80% and increases lead attribution accuracy, directly addressing attribution and reporting pain. For a 22-person sales and marketing team, this can boost campaign ROI tracking and drive a 10–15% lift in marketing-sourced pipeline.

3

AE/SDR Enablement Playbook Automation
Standardize onboarding and ongoing enablement for Pavilion’s diverse GTM teams by automating playbook distribution, knowledge checks, and resource delivery via Slack, email, or CRM. Ensure every new member and rep receives the latest, role-specific content and training, with completion tracked in core systems.
Cuts onboarding effort per GTM hire by up to 50% (saving ~10 hours per new rep). Consistent enablement reduces ramp time and preserves process quality, supporting Pavilion’s scalability as membership and staff grow.