Simo
These are 3 AI-automated workflows ideas we can help you implement:
1
Sales Audit, RevOps & GTM Automation Strategy
Kick off with a deep analysis of ELECTRIX’s fragmented data flows, sales operations, and current tech stack to map all integration points and automation gaps. This foundational project will design a unified, scalable RevOps automation blueprint tailored for AI-powered data modeling and merging across your client-facing systems.
Establishes a clear, actionable roadmap to eliminate manual data wrangling, accelerate GTM execution, and improve data reliability—enabling 20–30% faster time-to-insight and directly supporting pipeline growth by freeing founder and analyst hours for high-value client work. Assumes 5+ hours/week saved for the founder and technical team.
2
CRM Data Enrichment & Merge Automation System
Deploy an AI-powered workflow to continuously enrich and automatically merge incoming leads and customer records from diverse sources (e.g., website, marketing, sales tools) into a unified CRM or data warehouse. Integrates with existing cloud and BI platforms (like Power BI and Office 365) to keep records clean, deduplicated, and analytics-ready.
Reduces manual data cleanup and merging by 80%, ensuring a single source of truth for reporting and predictive analytics. Assumes baseline of 10+ data sources; improves GTM pipeline hygiene, cuts QA cycles, and supports 15–20% more reliable analytics for clients.
3
AI-Personalized Copy Outbound System for Data Solutions
Implement an outbound engine that leverages AI to generate hyper-personalized messaging for prospects based on their industry, data maturity, and pain points—pulling from both public signals and your enriched CRM insights. Messaging dynamically adapts to each recipient’s likely data challenges and readiness.
Drives +20% higher email/LinkedIn reply rates and 10–15% more booked meetings into the pipeline by ensuring outreach is highly contextual and value-driven. Assumes weekly outreach volume of 100–200 contacts, with previous baseline reply rates of 6–8%.