Unify Your 3PL Data and Accelerate Growth

Brittany Visin

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

1

Sales Audit, RevOps & GTM Automation Strategy

Conduct a deep audit of current sales operations, tech stack, and fulfillment platform integrations to map bottlenecks and design a unified automation roadmap. This includes identifying gaps in data flows, pipeline visibility, and lead handoff processes across logistics systems.

Creates a clear, actionable plan for unified integrations and real-time data, setting the stage for 20–30% faster pipeline velocity and more accurate forecasting. Addresses fragmented data issues by mapping all sources and standardizing flows, directly improving decision-making and revenue predictability.

2

CRM Data Enrichment System

Implement a continuous CRM enrichment workflow that deduplicates records, updates company and contact data in real-time (e.g., job changes, new opportunities), and ensures accurate pipeline and forecast data for logistics accounts. Integrates with existing 3PL tools and CRM.

Reduces data hygiene tasks by 60–80%, improves forecast accuracy by 25%+, and eliminates manual deduplication. This enables the team to focus on high-value accounts, minimizing missed opportunities and enhancing the quality of revenue operations reporting.

3

AE No-Show Multichannel Rescheduling System

Deploy an automated, multichannel follow-up system to reschedule missed onboarding or sales meetings, using email, SMS, and LinkedIn. This system ensures no lead is lost due to missed connections and supports smoother onboarding for new 3PL clients.

Reduces no-show rates by up to 40%, accelerating onboarding and time-to-value for new clients. With improved rescheduling, the sales team can reclaim 5+ hours weekly and close more deals without additional headcount.