The small business space is changing, Lydia
But is your CRM data an asset or a liability in finding clients like Stuart Architecture and Onyx?
But is your CRM data an asset or a liability in finding clients like Stuart Architecture and Onyx?
Most CRMs are a mess — full of outdated, messy, and duplicated data.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 identify the financial challenges faced by small business clients in your outreach efforts? 2️⃣ When assessing account readiness, what factors do you consider to gauge their potential for credit solutions? 3️⃣ How do you segment opportunities among various types of small businesses to ensure your messaging resonates?
If you’re ready for a CRM that works for you, not against you, let’s talk.
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