The accounting firms space is changing, Dave
But is your CRM data an asset or a liability in finding clients like Moore Kingston Smith and MacIntyre Hudson?
But is your CRM data an asset or a liability in finding clients like Moore Kingston Smith and MacIntyre Hudson?
Most CRMs are a mess — full of outdated, messy, and duplicated data.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 How do you prioritize prospective clients when the data on their current needs or challenges is inconsistent? 2️⃣ What strategies do you use to identify key decision-makers within your target accounts amidst the noise of incomplete data? 3️⃣ How does your team currently assess the readiness of an account to engage in a conversation about automating processes, especially during peak periods?
If you’re ready for a CRM that works for you, not against you, let’s talk.
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