Amber, Streamline Choco's RevOps with AI

Amber Stacey

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

1

Sales Audit, RevOps & GTM Automation Strategy

Conduct a comprehensive audit of Choco’s sales and operations stack—including Salesforce, HubSpot, Segment, and Zendesk—to map current workflows, identify integration gaps, and design a unified GTM automation blueprint leveraging existing and future AI components.

Accelerates cross-team workflow by eliminating manual handoffs and data silos, reducing process latency by 30–40% and freeing up 6–10 hours per week for RevOps and GTM leaders; expected to increase pipeline velocity and forecasting confidence.

2

CRM Data Enrichment System

Deploy continuous CRM data enrichment to deduplicate, validate, and update customer and order records across Salesforce and connected tools, leveraging AI signals for job changes, company updates, and transactional data.

Cuts downstream error rates and order attribution mistakes by 50%, saving up to 8 hours/week on data fixes and ensuring cleaner pipeline and revenue reporting—critical as Choco scales automated order capture.

3

AE Pre-Sales Call AI-Automated Reporting System

Integrate an AI-driven briefing engine that generates real-time, context-rich reports for AEs prior to sales calls, drawing from enriched CRM, recent account activity, and external market signals for higher relevance.

Improves AE call prep efficiency by 70% (saving ~2 hours/call prep for 35 AEs), boosts conversion rates by 10–15% with more tailored conversations, and directly supports pipeline growth by focusing on the most actionable opportunities.