Skip to content
Playbook
Essential Data Enrichment and Cleansing on a Lean Budget
Role:
KPIs:
Target Market:
GTM Motion:
ABM, Inbound, Outbound
The Problem
With lean budgets, organizations need more resources to keep up with essential manual data tasks vital for CRM functionality and effective account ranking. Without this foundational work, automated systems fail, and critical team members distract themselves with low-value, manual, and repetitive tasks, leading to inefficient processes.
This is for GTM functions that:
- Need to maximize efficiency by outsourcing critical tasks while operating on a tight budget.
- Organizations with large databases (over 100k contacts) who require extensive data cleanup and enrichment but lack the budget for full-time internal resources.
- Companies that depend on accurate CRM data for account prioritization yet need cost-effective solutions for data maintenance.
- Teams struggling with maintaining data quality due to constrained budgets.
What KPIs will this impact?
- Higher CRM data quality: Maintaining CRM data integrity to support more strategic sales decisions without exceeding budget constraints.
- Increased team efficiency: Extending team capacity by handling essential tasks, allowing internal resources to focus on strategic initiatives.
- Improved sales focus: Ensuring teams can prioritize high-value opportunities effectively, driving better sales performance.
- Optimized resource allocation: Greater alignment between sales strategy and account prioritization, improving overall outcomes.
Essential Data Enrichment and Cleansing on a Lean Budget
This play targets companies with lean budgets that need a reliable partner to handle essential manual tasks like data cleansing, verification, and enrichment. We ensure account CRM functions stay effective, allowing your sales teams to focus on high-value opportunities efficiently, even with limited internal resources.
The Solution & Process
- We become an extension of your team, taking on the crucial manual data tasks that ensure your CRM and account ranking systems operate efficiently, all within a cost-effective framework.
- Using Salesforce, Sales Navigator, and publicly available sources, our team manually verifies and enriches key data points such as shipment volume, revenue, and industry classification, keeping your CRM accurate and up-to-date.
- We identify and remove outdated or irrelevant accounts, streamlining the CRM to focus on the most promising opportunities.
- The cleaned and enriched data is directly integrated into your automated ranking system, ensuring accurate account categorization with minimal cost and effort.
- Our team inputs data directly into Salesforce, with automation handling the final touches, ensuring the CRM is updated without additional internal resource allocation.
Real-world use case:
"Maximizing sales efficiency on a lean budget."
Our client, working with a lean budget, struggled to maintain essential CRM data quality. Limited internal resources led to:
- Misclassified accounts due to outdated data.
- Sales teams wasting time on low-potential leads.
- Essential manual tasks being overlooked because of cost constraints, resulting in inefficiencies and reduced focus on strategic activities.
After partnering with us, the organization experienced significant improvements:
- We acted as an extension of their team, taking over the time-consuming manual data enrichment and cleansing tasks, ensuring their CRM remained accurate and reliable.
- The automated account ranking system began categorizing accounts correctly, improving sales efficiency even with budget limitations.
- Sales teams could focus on high-value opportunities instead of spending time on manual data tasks, while our team managed these critical processes in a cost-effective manner.
This ensures…
- Accurate account prioritization, enabling sales teams to concentrate on valuable opportunities without being bogged down by manual data work.
- Clean and verified data supports optimized account ranking systems, allowing automated processes to function effectively.
- Essential manual tasks are handled externally, avoiding the burden on internal teams and maintaining operational functionality on a lean budget.
This play is particularly effective for:
- Organizations on a lean budget that need to maintain high accuracy in account ranking systems without dedicating internal resources to manual work.
- Teams with outdated CRMs that require cost-effective, reliable external support for data management.
- Sales and Revenue Operations teams aiming to enhance efficiency by extending their capacity and avoiding the drain of manual data tasks through affordable external assistance.
See how [insert case study] used this exact strategy to achieve x goal
Get started with a sample
We run a free sample for all of our potential customers to ensure that we can find the data that you need. It’s super simple to set up and you'll have the results in 3-5 working days…