Highlights
- • Automating customer profiling to eliminate repetitive manual research
- • Establishing a structured, tiered knowledge base with a zero-code workflow
- • Syncing data daily to ensure lead accuracy without increasing headcount
Overview
At Sand Studio, the sales team manages a dynamic and growing global customer base. To stay competitive, knowing the "Ideal Customer Persona" (ICP) is essential. However, keeping these personas updated was a manual grind. Although the sales team had plenty of data, it was scattered across different systems, requiring hours of tedious work to collect and organize.
The challenge
Before using GoInsight.AI, our sales team faced three main problems:
Scattered Information: Customer data lived in different places, requiring manual effort to pull it all together.
Outdated Profiles: Manually updating customer personas took too much time, so our records were often behind.
Subjective Decisions: We often relied on "gut feeling" or past experience to judge a customer's potential, rather than using fresh, accurate data.
The solution: automated ICP workflow
To support a more dynamic and timely ICP, the sales team built a workflow in GoInsight.AI. Instead of doing this work by hand, they set up a system that handles the data collection and organization automatically every day.
How the workflow works
- Daily Schedule
- The workflow is set to run once a day every afternoon. It uses a time-filter node to pick up new customer activity since the last run.
- Customer Tiering
- As the workflow processes new buyers, it automatically sorts them into tiers (T1–T4) based on the purchase amount.
- AI-Powered Profiling
- The system analyzes each customer's industry, how they found Sand Studio, and how they use the products.
- Knowledge Base Sync
- All this information is turned into structured data and saved directly into the sales team's internal knowledge base.
The star node: BI-to-Knowledge base sync
The standout feature of this workflow is the BI-to-Knowledge Base tool node. This node acts as the core of the entire process, pulling customer information from BI systems and inputting it directly into the knowledge base.
What makes this node special is the flexibility of GoInsight.AI. The platform allows users to build entire workflows and then publish them as standardized tool nodes. These nodes can then be inserted into other workflows, making them reusable across the team. Best of all, the sales team built this entire logic with zero coding, allowing them to create powerful automation without needing technical support.
The impact
Cutting down manual costs
The sales team has significantly reduced the time spent on manual research. By automating the entry process, they no longer have to spend hours every week summarizing data by hand.
Better, more detailed data
Customer profiles are now much richer and more consistent. With automated classification, the sales team can see clearly which industries are growing and which customers provide the most value.
Strengthening the knowledge base
This workflow ensures that the team's knowledge base is always growing. Instead of information being lost in spreadsheets, it is stored in a way that the whole sales team can use to make better decisions.
What's next
After building a large library of customer personas, the sales team plans to use GoInsight.AI for deeper analysis. The team will look at these profiles to see which industries and types of customers are most likely to close a deal, helping them focus their energy on the best opportunities.
"This workflow takes the manual grind out of our afternoon. Now, the data is just there, organized and tiered, so the sales team can focus on hitting their targets."
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