The accounting community space is changing, Steve
But is your CRM data an asset or a liability in finding clients like Scrutton Bland and Restaurant?
But is your CRM data an asset or a liability in finding clients like Scrutton Bland and Restaurant?
Most CRMs are a mess — full of outdated, messy, and duplicated data.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 currently determine which sole practitioners are most likely to need additional resources or support? 2️⃣ What challenges do you face when trying to understand the unique workflows and needs of your sole practitioner clients? 3️⃣ How do you prioritize outreach to sole practitioners when their engagement signals or data seem inconsistent?
If you’re ready for a CRM that works for you, not against you, let’s talk.
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