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AI and Automation

Data Enrichment Automation

Enrich records with firmographic, contact, and intent data on autopilot.

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Overview

What we deliver

We enrich your CRM and warehouse records with firmographic, contact, and intent data from trusted sources on a continuous schedule.

Sales, marketing, and risk teams move faster with complete records. We design automations that enrich your CRM and warehouse with firmographic details, contact data, technographics, and intent signals from trusted providers. Our pipelines match records using deterministic and probabilistic logic, fill missing fields, and refresh on a schedule you set. We tier providers by cost and accuracy and only call the ones needed to fill a gap, which keeps spend in check. Outputs are validated, deduplicated, and written back with full lineage so you know where each value came from. We also support enrichment from public web sources through our scraping pipelines when commercial sources fall short. The result is cleaner segmentation, better routing and scoring, and fewer dead end outreach attempts. Your teams act on records that are current, complete, and trusted.

Fit Check

Built for teams like yours

Who it's for

  • Marketing operations
  • Sales operations
  • Demand generation teams
  • Risk and compliance teams
  • Customer success leaders

Pain points we solve

  • Incomplete CRM records and missing fields
  • Stale company and contact data
  • Wasted outreach on bad data
  • Manual research before each campaign
  • No clear lineage on data sources
What's included

Capabilities

Everything we cover in this engagement.

  • Provider selection and waterfall logic
  • Deterministic and probabilistic matching
  • Firmographic and technographic enrichment
  • Contact and email validation
  • Intent and signal integration
  • Scheduled refresh and triggers
  • Write back to CRM and warehouse
  • Lineage and cost reporting
How we work

Our process

A clear, predictable path from kickoff to outcomes.

01

Audit

We assess current data, gaps, and providers.

02

Design

We define waterfall, fields, and refresh rules.

03

Build

We connect providers and develop the pipeline.

04

Pilot

We enrich a segment and review quality.

05

Scale

We roll out, monitor, and tune over time.

What you get

Deliverables & outcomes

What you get

  • Enrichment pipeline
  • Provider waterfall configuration
  • CRM and warehouse write back
  • Lineage and source tracking
  • Cost and usage dashboard
  • Operating documentation

Outcomes you can expect

  • Higher data completeness across records
  • More accurate segmentation and routing
  • Better targeting and outreach results
  • Lower waste on stale or bad data
  • Predictable enrichment spend
Timeline

3 to 6 weeks

Engagement

Monthly retainer, Project, Sprint

Tools we use

Clearbit, Apollo, ZoomInfo, n8n, Snowflake

KPIs we track

Match rate, fill rate, data freshness, cost per enriched record, outreach response lift

Client stories

What clients say

"

We were drowning in tier-one tickets about password resets and appointment changes. They built a deflection layer on top of our help desk and kept their agents in the loop for anything sensitive. Volume to humans dropped 58 percent in two months and our patient NPS held steady. The hybrid handoff is the part most vendors get wrong. They did not.

P.M.
"

Our old site was a Frankenstein of three previous agencies. We gave them a hard launch date tied to a trade show and they actually hit it. 47 templates, full product catalog migration, no broken redirects on go-live day. Our previous vendor missed the same deadline twice. This time my phone stayed quiet on launch morning.

Marcus L.
Proof

Related case studies

Multi-location private healthcare group, 12 sites, UK and Ireland

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Centralized bookkeeping across 12 clinics. Close cycle from 6 weeks to 6 days.

Read story Regulated FinTech operating in UK and US-East

KYC review cut from 5 days to 4 hours

AI-assisted KYC pre-screening cut onboarding from 5 days to 4 hours.

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FAQ

Frequently asked questions

Quick answers to the questions we hear most.

Which providers do you support?
We work with most major providers and can mix sources in a waterfall to balance cost and accuracy.
How do you control enrichment cost?
We only call paid sources when free or internal data cannot fill a gap, and we report on spend per field.
How often is data refreshed?
On the schedule you choose, from monthly to event triggered, based on the field and the source.
What if a record cannot be matched?
We log it, try fallback providers, and surface unmatched records for review or web sourced enrichment.
Where does enriched data land?
In your CRM, warehouse, or both, with clear lineage on every value written.

Want CRM records you can act on?

We will scope an enrichment pipeline that fits your stack and budget.

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