Using Your Data, Signals, and Automations Effectively

Are you capturing the right data points to drive meaningful engagement and revenue growth?

In this webinar, we’ll demonstrate how to harness key data and behavioral signals, like engagement metrics, firmographic information, and intent, to shape your lead generation strategies.

You’ll learn how to integrate these insights seamlessly into your CRM, marketing automation, and analytics platforms, ensuring you focus your efforts on the best opportunities.

We’ll also explore best practices for automating lead scoring and triggered workflows based on real-time behavioral signals, such as downloads, page visits, and email opens, to ensure your outreach is always timely and relevant.

Finally, you’ll discover how to continuously audit and refine your processes to improve efficiency and adapt to changing market conditions.

Key Takeaways:

Key Data Points: Determine the most important data signals (engagement, firmographics, intent) for your pipeline objectives.
Systems Integration: Learn how to connect CRM, marketing automation, and analytics tools for seamless data flow.
Lead Scoring & Prioritization: Understand how to automate scoring based on real-time signals for targeted outreach.
Triggered Workflows: Discover how to trigger timely next steps based on user actions and engagement.
Continuous Improvement: Get tips on regularly auditing workflows to identify inefficiencies and update your scoring models.

Join us to uncover strategies that will help you translate data-driven insights into meaningful, revenue-generating conversations.

Meet the Presenters

Stefanie Boyer, Co-Founder, Chief Science Officer and Head of Education

RNMKRS

I’m passionate about elevating the sales profession with research, education, and technology. As a Marketing Professor and Director of the Northeast Intercollegiate Sales Competition (NISC) at Bryant University, I teach and coach students on various aspects of sales, such as the conversation, social media, analytics, executive presence, and design thinking.

I also co-authored “The Little Black Book of Social Media” on social media strategies for business, influencers, and personal branding, as well as “9 Ways to Develop Highly Effective Salespeople” designed for sales managers, and an Audible series called “6 Sales Skills Everyone Should Know” partnering with Wondrium, The Great Courses and Audible, an Amazon Company. You can also check out my TEDx talk called, “Learning how to get what you want”.

In 2019, I co-founded RNMKRS, a groundbreaking platform that uses artificial intelligence and machine learning to simulate realistic sales conversations and provide instant feedback and scoring to trainees. RNMKRS is used by over 45,000 sellers from around the world and completed over 750,000 ai sales role plays with meaningful feedback and in-game coaching in colleges and companies. As the Chief Science Officer, I work with a diverse group of faculty, sales, revenue and enablement leaders, and students to create innovative technology solutions that enhance sales performance and career readiness.

I am honored to be recognized as one of the Forbes #NEXT1000 entrepreneurs, American Marketing Association Sales Professor of the Year, and the recipient of a variety of teaching, research, and innovation grants and awards, including the Marketing Simulation Winner by the American Marketing Association for our work with RNMKRS designing role plays with multiple buyers for a more dynamic selling experience.

Mary Kay Willis, Director of Business Development

Teliad

A seasoned account executive for more than 30 years, I am passionate about helping clients find effective solutions to their greatest business challenges. Working individually with my clients’ success for years, I now serve in a leadership role at Telaid as Director of Business Development. I lead Telaid’s business development team in our efforts to deliver game-changing solutions using innovative technologies and cradle-to-grave service and support.

I am proud to work with Telaid, a trusted technology partner for 40 years among leading Fortune 500 enterprises in retail, financial services, healthcare and food service. We help companies successfully achieve digital transformation for greater success, efficiency and profitability in their businesses. If you are seeking a capable, dependable technology partner, look no further than Telaid.

Eric James, VP of Sales

SalesIntel

Results and employee oriented leader with a reputation for motivating and inspiring large teams to achieve exceptional results. Open and expert communicator who has a track record for clearly conveying company positions to senior leaders, employees, customers, accounts and government officials. Dedicated to maintaining a reputation built on developing people, service, quality and ethics.

Areya Dargahi, Sr. Director of Sales

Aiwyn

Charismatic, driven and results oriented sales and consulting professional with a passion for optimizing company output and performance through proper utilization of different tools, solutions and overall technological advancement.

My goal is simple – I aim for 100% customer satisfaction. I want every single client I work with to walk away knowing the products and/or services that I’ve helped implement was not only the “best fit,” but rather the absolute perfect solution given their complex needs and criteria.

Johnathan Kvarfordt, Head Of GTM Growth

Momentum

I’m Jonathan, an AI and GTM strategist passionate about transforming how businesses harness AI for real impact. With over 15 years in Revenue Excellence, Enablement, and GTM Acceleration, I’ve successfully developed and implemented transformative enablement programs for global organizations, Fortune 500 companies, and startups. Recognized in SEC’s 2023 & 2024 Enablement Ones to Watch and honored as an Enablement Legend by Seismic and the Enablement Squad, I strive to stay ahead of industry trends.

4 Years ago I deep dove into AI after enabling an AI tech for an internal team and it’s customers and in 2022, I founded the GTM AI Academy to bridge the gap between learning AI tools and creating tangible business outcomes. My mission is to provide AI-driven strategies that cover all functions of a Go-To-Market (GTM) team, helping professionals implement actionable use cases for their own companies. I also consult on AI integration and strategy for high-growth businesses, offering GTM insights that drive revenue growth and efficiency.

If you’re looking to leverage AI either for Yourself, Your team, or C-Suite and Board level advising, refine your GTM strategies, or accelerate business outcomes, feel free to connect. I’m always open to discussing the future of AI in business and how to make true impact.