Deploy an automated integration framework connecting Salesforce, Marketo, and assurance/consulting data sources to create a unified GTM analytics layer. This streamlines data ingestion, mapping, and deduplication across EY’s multidisciplinary service lines, enabling true end-to-end visibility and actionable reporting for revenue and AI initiatives.

Implement an AI-driven workflow that tracks, scores, and seamlessly routes leads between consulting, assurance, and tax teams based on real-time engagement and pipeline stage. Integrated with Salesforce and LinkedIn, this ensures that leads are never dropped and that client touchpoints are timely and consistent across all practice lines.

Cuts lead handoff friction and pipeline stagnation, increasing cross-team client conversion rates by 10–15%. For large global teams, this translates to hundreds of additional high-value opportunities annually and greater client satisfaction.

Leverage Clay’s CRM Data Enrichment System to continuously update, audit, and cleanse pipeline records (job changes, firmographics, activity logs) supporting innovative AI-driven revenue programs. Integrates with Salesforce and Marketo for real-time data quality alerts and auto-remediation.

Reduces bad data and manual clean-up by over 60%, supporting accurate attribution in AI-driven forecasting. Enables more reliable pipeline insights and lifts win rates by 5–8%, critical as AI-led initiatives scale across EY.