The hospitality finance space is changing, Sabrina

But is your CRM data an asset or a liability in finding clients like Aspire Platforms and Anytime Fitness?

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Ever wondered why CRM data is so bad?

Most CRMs are a mess — full of outdated, messy, and duplicated data.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. 

A few questions, Sabrina

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 does your team currently identify which hospitality businesses are facing seasonal cash flow challenges? 2️⃣ When evaluating potential clients, what criteria do you use to prioritize engagements with restaurant owners or financial directors? 3️⃣ How do you ensure that the information you have on key stakeholders in a hospitality venture reflects their current needs and decision-making signals?

If you’re ready for a CRM that works for you, not against you, let’s talk.