The energy efficiency space is changing, Mark
But is your CRM data an asset or a liability in finding clients like JP Morgan and MKM?
But is your CRM data an asset or a liability in finding clients like JP Morgan and MKM?
Most CRMs are a mess — full of outdated, messy, and duplicated data.
We clean it up.
Using Clay, AI, and custom rules, we enrich your records with precision.
The result?
Smarter segmentation, faster lead routing, and a CRM your team can finally trust.
No more guesswork. Just clean, accurate data.
Only a handful of sales leaders are using automated CRM enrichment. But those who do are getting a serious edge.
To help you explore how it might support your workflow, here are a few questions:
1️⃣ In what ways do you currently gather insights on your customers' specific heating needs and pain points? 2️⃣ How do you determine which accounts show the most potential for adopting energy-efficient solutions? 3️⃣ When assessing a homeowner's readiness to invest in a new heating system, what signals do you look for beyond their immediate inquiries?
If you’re ready for a CRM that works for you, not against you, let’s talk.
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