What this fixes.
- —
30–40% of records are garbage
- —
Forecast and ABM segmentation break on dirty data
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Manual cleanup never finishes
Three jobs, on rails.
Smart merge
Identity matching with confidence threshold + audit log.
Auto-fill
Fills firmographics and company signals from public sources.
Contradictions
Detects mismatched company / size / domain fields.
The path.
Decide which two fields define identity in your CRM (usually email domain + company name).
Pick the merge rule for conflicts: most-recent wins, sales-owner wins, or manual queue.
Run the first dry-pass on a sandbox copy, review the audit log, then commit.
Switch on the nightly job and the contradictions Slack alert.
One scenario, one outcome.
A 22k-contact HubSpot has 'Acme Inc', 'Acme, Inc.', 'acme.com' and three orphaned deal records belonging to the same account.
Overnight: one canonical account with all three deals attached, MRR rolled up correctly, and a Slack note about the merge for the owner.
Scoped on a call.
1–2 weeks
Pilot → retainer
Scope confirmed in a 30-minute call. Fixed scope, fixed timeline before you sign. We'll send a one-page proposal within 48 hours.
Book a call →Same category.
AI SDR
A 24/7 chat agent that qualifies inbound leads and books meetings into your calendar.
AI Lead Scorer
Every inbound lead scored, tiered and routed by AI — with written reasoning your sales team can act on.
Sales Call Coach
Transcribe every sales call, surface objections and competitor mentions, and ship weekly coaching to each rep.