The fund management space is changing, Chris
But is your CRM data an asset or a liability in finding clients like Nissan and Nufarm?
But is your CRM data an asset or a liability in finding clients like Nissan and Nufarm?
Most CRMs are a mess — full of outdated, messy, and duplicated data.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 navigate the complexities of identifying key decision-makers in the fundraising process amid evolving regulatory landscapes? 2️⃣ In what ways do you currently assess the readiness of potential fund clients, considering the diverse and shifting financial regulations they face? 3️⃣ Given the multi-stakeholder nature of your sales, how do you prioritize outreach to ensure your messaging resonates with the right individuals?
If you’re ready for a CRM that works for you, not against you, let’s talk.
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