Gerald B.
CRM Automation Specialist
Yonkers, New York
6
Years Experience
CRM Automation
Specialization
About
Gerald B. founded their firm in Yonkers, New York to bring crm automation solutions to businesses of all sizes. With 6 years of hands-on experience, Gerald has helped dozens of companies automate their operations and increase revenue.
Expertise
Client Success Story
Automated Lead Scoring for a B2B Software Company
Implemented AI lead scoring in Salesforce using historical conversion data and Clay enrichment. The model prioritized the top 20% of leads that generated 80% of revenue, improving the lead-to-close rate by 45% and adding $430K in incremental annual revenue.
AI Agent Team
Gerald B. runs a team of specialized AI agents that work around the clock to deliver results.
DataEnrich AI
Contact Enrichment Agent
Automatically enriches CRM contacts with company data, tech stack, and social profiles
TaskBot
Activity Automation Agent
Creates follow-up tasks, logs activities, and sends reminders to sales reps
PipelineAI
Deal Management Agent
Automatically moves deals through pipeline stages based on engagement signals
LeadScorer
Lead Scoring Agent
AI-powered lead scoring using firmographic data, behavior, and intent signals
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