ETL process, ID reconciliation, segmentation strategy, and AI playbooks for revenue teams operating at scale.
Key Metrics
- 3× engagement
- -35% response time
- Unified pipeline dashboard
Migration Strategy
Legacy Salesforce and HubSpot instances were consolidated into a single RevOps blueprint. We ran parallel ETL pipelines with Airbyte and validated IDs via deterministic + fuzzy matching.
AI-Powered Journeys
Lightweight ML models scored accounts based on intent signals from product usage, marketing engagement, and support tickets.
- Copilot-generated outreach templates aligned to personas and buying stage.
- Automated enrichment and deduplication to keep records clean.
- Revenue dashboard covering MQL → SQL → Closed Won in real time.
Outcomes
Post-migration, the revenue team saw tighter collaboration and faster cycles, while leadership gained visibility into pipeline health.
- 3× engagement lift in key nurture journeys.
- -35% reduction in time-to-first-response for inbound leads.
- Single source of truth dashboards accessible to marketing, sales, and success.
Planning a CRM consolidation with AI in the loop? Let’s build an automation brief together.