Salesforce and Automation Embedded operator role

Clarefield Partners

Marketing Automation Manager, Commercial Real Estate, Washington DC · Feb 2024 to Present

Four tools, zero coordination. We wired Salesforce, Outreach, CoStar, and CompStak together so the rep's only job became showing up for the call.

25%Engaged prospects converted to SQLs

4 to 1Disconnected tools unified

0Manual data lookups per deal

Always-onSequences fire on engagement

The situation

Four tools. Zero coordination. The team was paying for Salesforce, Outreach, CoStar, and CompStak, and manually copying data between all of them. Reps were spending real selling hours on property lookups, contact re-enrichment, and chasing engagement they could not see.

What we built

We wired everything together. Now the moment a prospect opens an email, a warm-call sequence fires. Property data from CoStar and CompStak populates Salesforce automatically. The right prospect surfaces at the right moment.

The outcome

The rep’s only job is to show up for the call. A quarter of engaged prospects convert to SQLs, and the four disconnected tools now run as one system with no manual lookups per deal.

Let's build something that doesn't break.

Tell us your offer, your target buyer, and the part of your revenue system that is held together with string. We will tell you what to fix first, and whether we are the right team to fix it.

Start with the audit See how the build works Get the Revenue System Playbook

The audit fee is credited in full toward the build if you move forward.