Unify GTM

Quick Summary (TLDR): Unify GTM is an end-to-end Go-To-Market (GTM) Orchestration Platform that unifies buyer intent signals, B2B data waterfalls, and AI-driven engagement into a single system of action. Recorded results show it contributes to an increase in conversion rates by up to 78% and reduces GTM operational costs by up to 60% (reported).

Operational Efficiency & ROI:

Provides ready-to-use lists of direct contact information for decision-makers and prepares automated "Plays" triggered by real-time intent signals (e.g., website visits, G2 activity, or job changes). This investment increases outbound throughput by offloading account research to AI agents and automating hyper-personalized outreach, effectively allowing lean teams to generate pipeline at a scale typically requiring 5–10x more headcount.

Pro-tip from the field: Use "Smart Snippets" within your AI-personalized sequences to auto-insert contextual data points—such as a prospect’s specific LinkedIn role description or recent company news—extracted by Unify’s AI Agents. This ensures high relevance without manual research for every lead.

How Unify GTM works in 3 steps

• Input: Multi-source intent signals (6sense, Clearbit, G2, website intent), ICP definitions, and CRM data (Salesforce/HubSpot).

• Processing: AI Agents scan web pages and LinkedIn to research leads, qualify accounts based on custom logic, and generate personalized copy; human review is optional but recommended for high-value strategic plays.

• Output: Automated email/LinkedIn sequences, bi-directional CRM updates, and real-time Slack alerts for high-intent actions.

Compatibility Snapshot

Autonomous Workflows and Blueprints

Warm Outbound Signal Play

• Title: Warm Outbound Signal Play

• Description: Automatically prospects and engages the right persona when a target company visits a high-intent page (e.g., Pricing).

• Connectors: Unify GTM → 6sense → HubSpot → Gmail (4)

• Time to setup: 75 minutes (calculated via RSE)

• Expected output: A personalized outreach email sent to a qualified decision-maker within 15 minutes of their website visit.

• Mapping snippet:

JSON

{
  "trigger": "website_intent_signal",
  "filters": {
    "page_path": "/pricing",
    "min_duration": "30s"
  },
  "action": "run_play",
  "agent_instruction": "Research prospect role on LinkedIn and mention their recent project in the first sentence."
}

Intent-Based Slack Notification

• Title: High-Intent Intent Alert

• Description: Sends a Slack alert to the account owner when an account shows "Hot" intent on G2 or through a champion job change.

• Connectors: Unify GTM → G2 → Slack (3)

• Time to setup: 45 minutes (calculated via RSE)

• Expected output: Real-time Slack channel notification with a direct link to the Unify account profile.

• Mapping snippet:

Plaintext

Trigger: G2 Intent - Competitor Comparison Page Visit
Action: Slack - Send Message to Owner
Message: "High Alert: {{company_name}} is comparing us on G2. Researching decision-makers now..."

Limits and Known Failure Modes

• Limitations: Managed mailboxes are subject to provider-specific (Gmail/Outlook) daily sending limits; intent match rates depend on the quality of the IP-to-company database (6sense/Clearbit integration).

• Ease of Adoption: Requires training for complex "Play" logic; estimate 7 days for full technical setup, CRM mapping, and initial agent testing (calculated with 50% safety margin).

• Known artifacts: AI Agents may occasionally extract generic "About Us" text if a prospect's website has high bot protection.

Pro-tip from the field: Set up "Waterfall Data" logic in your settings to ensure Unify checks multiple providers for emails. This maximizes the hit rate for direct contact information for decision-makers and minimizes missing fields in your sequences.

Is Unify GTM the right investment for your business?

The Ideal User: High-growth B2B SaaS companies (Series A to Enterprise) that want to replace fragmented point solutions (Separate intent tools + separate sequencing) with a single orchestrated platform.

When to Skip: If your sales motion is purely inbound-led with low transaction value, or if your team lacks the operational capacity to define and iterate on complex "Plays" and AI instructions.

Conclusion

Unify GTM contributes to stable operational growth by replacing manual, siloed outbound tasks with automated, signal-led workflows. Recorded results show it allows organizations to scale revenue generation without a proportional increase in headcount, ensuring long-term operational efficiency.