The financial services space is changing, Colin
But is your CRM data an asset or a liability in finding clients like Yahoo and Showpad?
But is your CRM data an asset or a liability in finding clients like Yahoo and Showpad?
Most CRMs are a mess — full of outdated, messy, and duplicated data.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 which financial institutions are most susceptible to cyber threats in your outreach? 2️⃣ When assessing potential clients, how do you determine their stage of maturity in cybersecurity practices? 3️⃣ How does your team engage with multiple stakeholders to ensure comprehensive security solutions are proposed?
If you’re ready for a CRM that works for you, not against you, let’s talk.
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