Revenue operations
Give every useful lead a clear next step.
We build lead enrichment, CRM cleanup, scoring, assignment and follow-up workflows so sales teams can act on usable records.
For B2B SaaS, agencies and revenue teams that lose time researching prospects or repairing CRM data.
Where this helps
Enrich incomplete prospect records
Define the company, contact and account fields sellers actually need. Use approved providers and permitted public sources in an enrichment waterfall. Track field coverage, freshness, confidence and cost. Missing data stays visible instead of being guessed.
Clean CRM data and score accounts
Normalize domains and identifiers, deduplicate records, and define field ownership before updating HubSpot, Salesforce or Pipedrive. Separate fit from activity in transparent scoring rules. Keep the source and reason behind each score available for review.
Route and follow up on incoming leads
Connect forms, product events and CRM changes to territory or account-owner rules. Create a task or approved follow-up sequence and surface stalled handoffs. Test reassignment, retries, opt-outs and incomplete records before rollout.
Monitor relevant public business signals
Watch agreed sources for hiring, company announcements, product changes or other events that matter to your sales motion. A public signal suggests a reason to research an account; it is not proof of buying intent. Deliver evidence and context for a seller to assess.
How we build it
- Audit lead sources, CRM fields, record quality and the current handoff.
- Define the ideal customer profile, needed fields, signal sources and qualification rules.
- Build enrichment, deduplication and scoring, then test safe CRM updates and routing.
- Measure coverage, cost, processing failures and accepted records against the agreed baseline.
Systems and access
HubSpot, Salesforce, Pipedrive, GoHighLevel, product databases, warehouses, Slack and approved data-provider APIs. Provider subscriptions and access are confirmed before implementation.
What is included, and who owns it
Enrichment cannot guarantee contact accuracy, deliverability, sales meetings or revenue. We assess permitted source use and data handling. Automated outreach requires your approved consent, suppression and review rules. The build covers the agreed workflow, not your entire go-to-market strategy.
A revenue or operations owner approves field definitions, qualification and assignment rules. We document sources, transformations and recovery procedures. Provider costs, refresh frequency and maintenance responsibilities form part of the operating plan.
Related project evidence
Evidence of connected CRM and operating workflows; results are specific to that project.
A related example of collecting and scoring acquisition listings, rather than a sales-conversion benchmark.
Supporting capabilities
- Web scraping: Collect and normalize permitted website, directory and location data.
- AI and machine learning: Build and evaluate models, AI integrations and tool-using agents.
- Data sync and ETL: Move validated records between APIs, databases and business tools.
Before you start
How do we measure enrichment quality?
Use a representative sample and measure each required field separately: coverage, correctness, freshness and cost per usable record. A record being filled in does not make it correct. Agree the acceptance rules before scaling.
Will scoring automatically qualify a lead?
Only according to the rules your team approves. A score is a prioritization aid. Keep the evidence visible and use a review step where the decision needs judgment.
Can you work with our current CRM?
We discuss your CRM and intended workflow first. If its API, permissions, field model or account limits need deeper investigation, we can quote that work separately. The agreed build scope identifies supported actions and any connector or custom integration work.
Start with a defined scope.
The first conversation is free and covers your requirements, fit and next steps. Clear requirements can lead directly to a proposal. Where systems, data or risks need investigation, we can agree a separate paid discovery scope. Provider fees, hosting and support depend on the eventual design.
See this in an industry workflow
Explore proposed applications and fictional demos. These are not claims of completed projects in those industries.
- Specialty distribution
RFQs, order entry, catalog data and sales operations with human review.
RFQ-to-quote demo