But is your CRM data an asset or a liability in finding clients like Sheppard Pratt and Kensington Mortgages?
Most CRMs are a mess — full of outdated, messy, and duplicated data.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 which institutions are prioritizing security upgrades and enhancements? 2️⃣ What signals do you look for to gauge whether a school is ready to invest in new technology solutions? 3️⃣ In your outreach, how do you determine the specific needs of various stakeholders, like IT directors versus financial officers?
If you’re ready for a CRM that works for you, not against you, let’s talk.
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