AI-Driven Sales Workflow & Implementation -- 2
Budget / Salary$30–250
TypeFreelance project
LocationRemote
Posted1 hour ago
Locals to India Manufacturing
Reachout if you know how you can get the clients, if not kindly excuse. We had some team but not good enough to get the clients.
Below is AI generated based on my need, all I need is a Person go can generate business.
Kindly do not come if you do not have experience or expertise.
I want to turn our ERP implementation practice into a predictable client-acquisition. The scope touches three intertwined areas—AI sales workflow automation, modern tool implementation, and enterprise account management—and I need them all handled as a single, cohesive project.
Sales workflow automation
• Map and build end-to-end prospecting, email sequencing, and lead-enrichment flows.
• Enrichment must pull demographic, behavioral, and firmographic data automatically so every touchpoint feels handcrafted.
• Use ChatGPT or equivalent LLMs to draft, refine, and personalise outreach in real time.
Tool stack & integration
Clay, Apollo, Azure AI, and agentic workflows are already shortlisted; please weave them together, configure APIs, and establish data hygiene rules so hand-offs are seamless. If another platform will genuinely improve results, I’m open to your suggestion—just explain the trade-off.
Enterprise account management
Beyond the funnel, design a playbook for C-level engagement: cadence plans, mutual-success frameworks, stakeholder mapping, and KPI dashboards that plug straight into our CRM. The aim is to shorten sales cycles and grow average deal size, not simply collect leads.
Deliverables
1. Fully operational AI-driven sales pipeline with documented processes.
2. Prompt library and workflow templates deployable by our in-house team.
3. Live dashboard inside our CRM showing pipeline health, enrichment status, and conversion metrics.
4. Written playbook covering enterprise account management and next-step optimisation recommendations.
I’ll provide access to current CRM data and any required licences on day one. Success looks like a functioning system that surfaces high-quality ERP prospects daily, nurtures them automatically, and equips us to close C-suite-level deals without manual wrangling. If you’ve built something similar—or better—let’s talk.
Reachout if you know how you can get the clients, if not kindly excuse. We had some team but not good enough to get the clients.
Below is AI generated based on my need, all I need is a Person go can generate business.
Kindly do not come if you do not have experience or expertise.
I want to turn our ERP implementation practice into a predictable client-acquisition. The scope touches three intertwined areas—AI sales workflow automation, modern tool implementation, and enterprise account management—and I need them all handled as a single, cohesive project.
Sales workflow automation
• Map and build end-to-end prospecting, email sequencing, and lead-enrichment flows.
• Enrichment must pull demographic, behavioral, and firmographic data automatically so every touchpoint feels handcrafted.
• Use ChatGPT or equivalent LLMs to draft, refine, and personalise outreach in real time.
Tool stack & integration
Clay, Apollo, Azure AI, and agentic workflows are already shortlisted; please weave them together, configure APIs, and establish data hygiene rules so hand-offs are seamless. If another platform will genuinely improve results, I’m open to your suggestion—just explain the trade-off.
Enterprise account management
Beyond the funnel, design a playbook for C-level engagement: cadence plans, mutual-success frameworks, stakeholder mapping, and KPI dashboards that plug straight into our CRM. The aim is to shorten sales cycles and grow average deal size, not simply collect leads.
Deliverables
1. Fully operational AI-driven sales pipeline with documented processes.
2. Prompt library and workflow templates deployable by our in-house team.
3. Live dashboard inside our CRM showing pipeline health, enrichment status, and conversion metrics.
4. Written playbook covering enterprise account management and next-step optimisation recommendations.
I’ll provide access to current CRM data and any required licences on day one. Success looks like a functioning system that surfaces high-quality ERP prospects daily, nurtures them automatically, and equips us to close C-suite-level deals without manual wrangling. If you’ve built something similar—or better—let’s talk.
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