SourcerySourcery
All services

Services · AI and integrations

AI & Integrations

We connect your tools and use AI to remove manual steps from marketing and sales operations, working within your existing data and governance rules.

The problem

AI and automation should save your team hours, but getting them working safely inside your stack is hard.

  1. 01Your tools don't talk to each other, so people copy data between systems by hand.
  2. 02There's pressure to "do something with AI" and no clear, safe place to start.
  3. 03Tools get bought and then go unused because nobody connected them to the real workflow.

AI and integrations

What we take on

  • AI agents for marketing and sales operations, scoped to specific workflows
  • AI for CRM and RevOps: enrichment, summaries and validation at record level
  • An AI audit and a roadmap that starts with the most valuable use
  • AI search visibility (GEO and AEO), so answer engines cite your brand
  • Custom integrations and workflows across your stack
  • Guardrails and governance so it's safe to roll out

How it works

Audit, build, then run it or hand it over

1

Audit

A short discovery call and a look inside your stack. You get a fixed scope and a cost estimate before any work starts.

2

Build

A senior operator does the work in small pieces you can review as each one is finished, so you aren't waiting months to see anything.

3

Run or hand over

We can keep running it for you, or we can document it, train your team and hand it over. You can change your mind later.

Recommendations

What people who've worked with Paul say

Read all recommendations

While I wish I got to work with Paul for longer, but having the opportunity to work beside him was a true pleasure. Paul has a great understanding of marketing operations, takes the time to gather background on problems and truly listens to his team. He takes challenges head on and is able to take a complex problem and create a resolution to simplify the whole process. Paul's ability to lead and his positive problem solving energy is a huge asset for any company.

Instacart

Erin Murphy

Senior Manager, B2B Growth Marketing

Instacart

Paul is a versatile Marketing Ops professional and a great team player. He is enthusiastic, energetic, and approaches his projects with passion. Paul enjoys solving problems, identifying gaps in process and finding ways to address them. He possesses a wealth of technical knowledge about marketing tools and technologies, and is constantly looking for ways to broaden his expertise and add more value. He is also always willing to help his team members with their challenges, even when they are outside of his scope of work. Paul is very well versed at other areas of demand generation outside of marketing operations, and always offers a fresh perspective on current programs and approaches. Last but not least, Paul is full of initiative and is a self starter - when he sees an issue, he would take ownership and work on solving it without having to be asked.

Dataminr

Arpine Babloyan

VP, Global Demand Center

Dataminr

Paul was a wonderful asset during his time with NDD. He is reliable, and always works towards a solution for any given issue.

ndd Medical Technologies

Jaimee Burgess

Global Research and Training Director

ndd Medical Technologies

One flat monthly fee, no long contract.

Every service is included in the same fee, agreed up front. There's no hourly billing and nothing bolted on, so the fee you budget for is the fee you pay.

See pricing

FAQs

Before you ask

We design around your governance and data-handling rules first, and we keep a person in the loop wherever an error would be costly.

Usually with repetitive operations work like data hygiene, summarising and routing. The return is easy to measure and the risk is low.

Yes: natively in your CRM, through iPaaS tools (Make, Workato, n8n) or through direct APIs. We document everything so your team can maintain it.

Other services

Need help with AI & Integrations?

Tell us the scope and we'll send a fixed quote. You won't get a pushy sales call.