Saved 10k hours with 127 automations

GTM w/ AI

Highlights

Today’s AI tool we’re reviewing is Make

• Make boosts sales teams performance by using AI to handle tasks and optimize workflows for better productivity.

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How Make Uses AI

Make uses AI to automate tasks and improve workflows, enabling sales teams to manage pipelines efficiently. The platform uses machine learning algorithms to identify patterns and optimize task execution, ensuring that sales representatives can focus on higher-value activities.

Problem it Addresses

Sales teams often face inefficiencies due to manual task management and disjointed workflows. These challenges can lead to missed opportunities, errors, and reduced productivity.

Solution

Make addresses these problems by providing an AI-driven platform that automates workflows and integrates various tools. The AI capabilities enable the platform to:

• Automate repetitive tasks such as data entry, follow-ups, and report generation.

• Integrate seamlessly with CRM systems, email platforms, and other sales tools to ensure data consistency and streamline processes.

• Use machine learning to predict optimal times for outreach and prioritize leads based on engagement likelihood.

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Make Competitors

• Zapier: Connects apps and automates workflows with an easy-to-use interface, facilitating task automation across various platforms.

• Tray.io: Provides a powerful automation platform for integrating and automating complex workflows without requiring extensive coding knowledge.

• Integromat: Specializes in connecting apps and automating workflows, offering extensive customization options and robust functionality.

Case Study

Fonds Finanz, a leading insurance brokerage in Germany, improved their operations with Make. Since starting in 1996, they dealt with disconnected CRM systems and tedious processes. Jonathan Posselt, who started out in marketing, championed the use of Make to automate and unify workflows.

Key Achievements:

• Synchronizing Facebook Leads and CRM: Make enabled Fonds Finanz to automatically transfer leads from Facebook to their CRM system, eliminating the need for slow, manual coding solutions.

• Automating Contract Processing: Make automated the extraction and validation of contract data, significantly reducing manual processing time and errors.

• AI-Powered Social Media Marketing: Fonds Finanz received industry recognition for their AI-powered social media marketing manager, developed using Make, which automates content creation and posting.

• Operational Efficiency: By 2023, Fonds Finanz was running 127 Make automations, saving 10,000 hours of back-office work annually and driving a 13% increase in annual revenue to €254.3 million.

Read the full case study.

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