Deploy a continuous data enrichment workflow that unifies all fragmented lead sources (HubSpot, Salesforce, Marketo, Drift, etc.) and enriches contacts with real-time firmographic, demographic, and intent data. This ensures that leads entering the pipeline are always high-quality and relevant, even if ICP definitions evolve.

Implement an AI-driven lead qualification and scoring engine, leveraging signals from integrated marketing, sales, and investor relations platforms. Automated workflows will route leads based on fit, engagement, and lifecycle stage, aligning efforts across teams and reducing friction in handoffs.

Automates up to 70% of manual lead review, accelerating speed-to-engage by 2–3x and improving alignment across GTM teams. This drives a projected 10–20% lift in pipeline velocity and ensures high-value opportunities are prioritized, especially important for a multi-product, multi-segment company like Carta.

Integrate CRM enrichment with automated, multichannel follow-ups and reporting. Centralize pipeline updates from Salesforce, Marketo, and other tools, triggering alerts and follow-ups for stalled deals and syncing reporting across marketing, sales, and investor relations for real-time forecast accuracy.

Cuts manual pipeline management time by 50% (saves ~10 hours/week across GTM ops roles), eliminates data silos, and improves forecast accuracy by 20–30%. This enables leadership to make better, faster decisions and supports Carta’s enterprise-grade reporting needs.