CRM Data Enrichment

Data Gaps Causing Headaches?

When guesswork starts creeping in to your sales and marketing operations, it's time to take action.

If your data records are missing vital fields, your team can't interact with impact with your customers.

You know the signs: your listed company contact isn't the decision maker. You can't effectively segment and filter your data because too many fields are empty. Missing firmographics mean that you are trying to engage customers without knowledge of sectors, company size, revenue and other key classifications that help you target your customers efficiently. Out of date information means you miss the mark in conversations - and don't get the sale.

Enriched Data Changes Everything

When you work with complete data, you can target and prioritise customers. You understand what's working and you can accurately forecast your growth.

The Right Approach to Enrichment

As customer data experts, we have a thorough, trustworthy and reliable approach to data enrichment.

What's Missing?

We measure field completeness across your records. With this in place, we can focus on filling the gaps that are blocking decisions and sales.

Budget Management

Enrichment costs arise directly from each record you want to fill. We connect your segmentation priorities, routing rules and forecast goals to the fields you need completed to create a concise and impactful enrichment list. In our experience, this almost always results in a shorter list than our clients anticipate: it's a cost effective approach that we take very seriously.

Quality Sources

We match your needs against a variety of enrichment sources, recommending providers who suit the specific fields you need to fill. Quality measures ensure you can be confident in your enriched data.

Verified Data

Every enriched field can be sourced and dated. This traceable approach means you and your team can trust the enhanced date you're working with, from Day One.

Revisit and Refresh

An ongoing enrichment programme means you can top up your data on a schedule that suits your data needs. Your data stays rich and relevant, giving you long term confidence in your CRM.

Enrichment You Can Trust?

Our Flowbird Promise on data enrichment means there are certain things we will never do.

• We will never fill a field with a low-confidence data match, even if this impacts a completeness score in our enrichment programme.
• We will never overwrite data entered by your team that has been supplied by a vendor. We establish rules around data management and follow them rigidly.
• We don't enrich records that you have no reason to contact.
• We will never hand back data to you that isn't sourced and dated.

Every enriched field is traceable. You control the GDPR decision around your lawful basis for holding and using the data provided.

We can help: get in touch if gaps in your data are interfering with sales.

The Impact of Enhanced Records

With enriched data, your team will see operational benefits and your customer targeting will benefit immediately.

• Complete segmentation fields mean that when you filter data, your lists will include exactly what you need. Repeated searches will be consistent against sector, size, location and roles, based on improved, accurate and complete entries.
• The need for team members to remember key customers because they're used to CRM filters missing them off priority lists will disappear. Clear records mean priority accounts are never overlooked.
• Traceable data gives you confidence, with sourcing dates giving your team an additional layer of knowledge around when data has been updated.
• Ongoing refresher options mean your data stays full and you don't slip back into inadequate data capture.

Enrichment Works

Enrichment solves segmentation and target issues caused by missing or inaccurate data:

• Improves records that are accurate but thin
• Enables segmentation where previous records had empty fields
• Uses verified data to prioritise accounts, rather than relying on team instinct
• Completes decision maker knowledge
• Updates data that hasn't been refreshed for some time.

Not Sure if Now is the Right Time?

• If you have an issue with multiple data entries, you'll benefit from data cleaning first
• If you haven't agreed on data designation requirements, explore CRM discovery
• If you haven't mapped your fields to decision making, a data audit will clarify priorities
• If you're planning to move systems, wait until you've completed your data migration

We can help. Let's arrange a call and we'll help you decide what your next step should be.

Book a call