(RevOps & CRM)
RevOps automation and CRM cleaning.
Summary: We clean your CRM so every report you pull is one you can trust, then build the workflows your team actually feels: reps alerted the moment a prospect replies with interest, parent and subsidiary accounts linked, leads routed to the right rep.
What does a CRM cleanup include?
- Duplicate accounts and contacts found and merged
- Missing data enriched and fields standardised
- Record ownership fixed
- Parent and subsidiary accounts linked
- Dead records archived, not deleted
Every change is tested on a small set of records first, before it touches the whole CRM.
Which automations make the biggest difference?
- Reply alerts: the right rep hears the moment a prospect replies with interest.
- Lead routing: new leads reach the right owner, every time.
- Outbound replies logged in the CRM with their context: campaign, date and who replied.
- Signals synced onto accounts, so reps see why an account matters now.
- A brief for every booked call: why they fit and what qualifies them.
How does it stay clean?
CRM fields change and APIs update. We monitor your workflows and fix what drifts before your team notices.
From the blogClosed-lost reasons: how to turn them into pipeline
Before Thresh & WinnowUchenna’s RevOps work at previous agencies: a two-way Clay and Salesforce sync tracking 30+ signals per account
Questions
- Which CRMs do you work with?
- We work inside whichever CRM you already use, HubSpot and Salesforce included.
- Will a cleanup disrupt our team?
- It shouldn’t. We test every change on a small set of records first, and make changes in small steps.
- Do we need to buy new tools?
- Usually not. We work inside your CRM and existing tools wherever we can.