CRM Data Hygiene & Optimization

Keep your CRM clean and revenue-ready. Auto-dedupe, enrich, and score so every field, contact, and signal drives.

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Explore Plays

User Engagement Scoring

Score contacts across email, calls & Slack for clean CRM data

Engagement Analytics

ICP Persona Refinement

Refine target personas using deal data & industry trends

ICP Optimization

Low Engagement Escalation

Flag low-engagement deals for quick follow-up & escalation

Escalation Management

Deal Data Enrichment

Enrich deals with new data points & contacts for full CRM view

Data Enrichment

Champion Movement Check

Track ex-champions changing jobs for new opps or risks

Champion Tracking

Lead Clean-Up & Filtering

Remove duplicate deal contacts to maintain CRM accuracy

Data Cleansing

Lead Generation from Deals

On negotiation, find similar firms & add as pipeline leads

Lead Expansion

Attribution Analysis

Attribute deal progress by channel to measure sales vs. mktg

Attribution Tracking

Activity-Based User Notification

Alert AEs when signals hit ongoing deals to trigger follow-up

Smart Notifications

Data Hygiene Reporting

Weekly CRM hygiene: log missing fields & duplicates

Quality Reporting

Product Usage Tracking for Deal Closure

Track product usage spikes & create new ICP-fit opportunities

Usage Analytics

Inactive Email Monitoring

Monitor bounced emails & layoffs to keep contacts active

Email Hygiene

Command Revenue,
Not Spreadsheets.

Deploy AI agents that unify GTM data, automate every playbook, and surface next-best actions—so RevOps finally steers strategy instead of firefighting.

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