Here you will find your 3 custom workflows

Greg Portnoy

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

1

CRM and Sales Ops Systems: CRM Data Enrichment System
Given Euler's use of HubSpot and the challenges Greg faces in partnerships, implementing a CRM Data Enrichment System will continuously update CRM records with crucial data points. This will ensure accurate tracking of partner activities, improve cross-functional alignment, and provide the insights needed to drive predictable revenue from partnerships.
By enriching CRM data, Euler can achieve tighter cross-functional alignment, make informed decisions, and significantly increase partner program efficiency, which in turn accelerates revenue growth.

2

SDR AI-automated Systems: SDR Qualification & Scoring AI-Automated System
To address the challenge of scaling partnerships efficiently, Euler can implement the SDR Qualification & Scoring AI-Automated System. This will allow for real-time lead qualification and scoring, ensuring that high-potential partners are prioritized, thereby streamlining partnership scaling and enhancing revenue operations.
This system will prioritize high-intent partners, saving time and resources, and increasing conversion rates, ultimately leading to higher revenue from partnerships.

3

Benchmarking and Intelligence Systems: Industry LinkedIn Post Benchmark Reporting System
Euler can leverage the Industry LinkedIn Post Benchmark Reporting System to analyze engagement benchmarks within the industry. This will provide valuable insights into effective content strategies and enhance Euler's visibility in the financial technology sector, aligning with Greg's focus on accelerating partnerships revenue growth.
By optimizing content strategy based on real market data, Euler can increase brand visibility and engagement, leading to an expanded pipeline and stronger industry positioning.