Daryl D'Cruz
These are 3 AI-automated workflows ideas we can help you implement:
1
CRM Data Enrichment & Deduplication System
Deploy a CRM Data Enrichment System that continuously updates, cleans, and deduplicates customer records from all integrated eCommerce and marketing platforms (e.g., Salesforce, Triple Whale, Gravity Forms). This ensures high-quality, unified data for accurate retention analytics, enabling Hexdon and its clients to trust their insights and reduce churn.
Assuming even a 10% reduction in duplicate or incomplete records across 5+ data sources, Hexdon's clients can expect up to 20% more accurate retention analysis and campaign attribution, directly boosting client satisfaction and retention rates while saving teams ~5-8 hours/week in manual data cleaning.
2
Cross-Team Customer Insights Automation
Implement automated workflows that synchronize key customer data and insights between marketing, sales, and customer success—triggering alerts, tasks, and reporting in real time. This breaks silos and ensures all teams are acting on the most up-to-date retention signals for each account.
Streamlining these cross-functional handoffs can cut average time-to-action on key retention opportunities from days to hours, improving customer lifetime value by 10–15% and reducing costly handoff errors.
3
Website Visitors Outreach & Attribution System
Integrate a Website Visitors Outreach System to identify anonymous site visitors, enrich their profiles, and trigger personalized, automated multichannel touchpoints for both Hexdon and client accounts. This system plugs data gaps and maximizes conversion from high-intent, previously hidden eCommerce traffic.
By surfacing and engaging just 5–10% of previously anonymous visitors, clients can unlock a 10–20% lift in pipeline from web traffic, significantly increasing the ROI of retention marketing and sales efforts without additional acquisition spend.