The asset finance space is changing, Russell
But is your CRM data an asset or a liability in finding clients like Sherbet Electric Taxi Company and TJLB Developments?
But is your CRM data an asset or a liability in finding clients like Sherbet Electric Taxi Company and TJLB Developments?
Most CRMs are a mess — full of outdated, messy, and duplicated data.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 assess whether a potential borrower aligns with your funding criteria in terms of their asset profile? 2️⃣ What methods do you use to identify key decision-makers when engaging with small businesses seeking funding? 3️⃣ In what ways do you currently segment opportunities based on the urgency of funding needs among entrepreneurs?
If you’re ready for a CRM that works for you, not against you, let’s talk.
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