The family business space is changing, Tina
But is your CRM data an asset or a liability in finding clients like SWM & Waste Recycling Limited and Drake Tooling & Abrasives?
But is your CRM data an asset or a liability in finding clients like SWM & Waste Recycling Limited and Drake Tooling & Abrasives?
Most CRMs are a mess — full of outdated, messy, and duplicated data.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 assess whether family stakeholders are aligned on key financial decisions? 2️⃣ What methods do you use to keep track of changing regulations that affect family-owned business operations? 3️⃣ When discussing succession planning, how do you identify which family members should be involved in the conversation?
If you’re ready for a CRM that works for you, not against you, let’s talk.
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