01
CRM Data Audit
What gets built
Field review, duplicate analysis, stale record checks, automation dependency mapping, and gap prioritization.
Outcome
The team knows which data issues are blocking revenue workflows.
CRM systems
CRM Enrichment.
We turn messy CRM data into a usable operating layer for sales, marketing, routing, scoring, and reporting. Delverise builds enrichment systems that keep records cleaner after the first pass.
Updated June 5, 2026
When it slows revenue
The CRM exists, but the data cannot drive action.
Records are missing fields needed for segmentation, routing, scoring, or reporting.
Duplicates, stale contacts, and inconsistent field values keep breaking automation.
New leads enter the CRM without enough context for sales or marketing to act quickly.
The team does periodic cleanup, but no system keeps CRM data healthy over time.
Operating model
The data layer we build.
01
Audit
source systems, field usage, duplicate patterns, and quality gaps.
02
Standards
field definitions, accepted values, ownership, and source-of-truth rules.
03
Waterfalls
provider order, fallback logic, validation, and credit controls.
04
Automation
form triggers, record refreshes, routing, scoring, and alerts.
05
Governance
QA, approval gates, naming conventions, and maintenance procedures.
06
Visibility
data quality reports, enrichment coverage, and workflow health.
What we build
CRM enrichment systems that stay useful.
02
Field Standardization
What gets built
Accepted values, naming rules, source-of-truth decisions, and governance documentation.
Outcome
CRM fields become reliable enough for routing, segmentation, and reporting.
03
Waterfall Enrichment
What gets built
Provider sequencing, fallback rules, validation logic, credit controls, and enrichment QA.
Outcome
Records get completed with the right data source at the right cost.
04
Dedupe & Hygiene
What gets built
Duplicate rules, merge review paths, stale contact handling, suppression logic, and cleanup workflows.
Outcome
Sales and marketing stop working around avoidable CRM noise.
05
Routing & Scoring Inputs
What gets built
Enriched attributes connected into lead score, account score, assignment, alerts, and follow-up rules.
Outcome
The CRM can support faster and more accurate revenue action.
06
Scheduled Refreshes
What gets built
Refresh cadence, job-change checks, company updates, field monitoring, and data quality reporting.
Outcome
CRM quality does not decay immediately after the cleanup project.
Where it fits
The data layer behind every GTM workflow.
Lead capture
Enrich new leads on form fill, import, or CRM creation.
New demand enters the system with enough context to route and prioritize.
Account quality
Standardize company fields, dedupe accounts, and refresh stale attributes.
Sales and marketing operate from cleaner account records.
Decisioning
Feed enriched data into ICP scoring, routing, segmentation, and alerts.
Revenue workflows use the same trusted data logic.
Maintenance
Run scheduled refreshes, data QA, governance reviews, and coverage reporting.
CRM enrichment becomes an operating system, not a one-time cleanup.
Best fit
Hire us when the system has to work.
- Your CRM is central to sales and marketing, but the data is not reliable enough.
- You need enrichment to support routing, scoring, segmentation, or reporting.
- You want governance and refresh workflows, not just a bulk enrichment export.
- You need Clay or enrichment providers connected into CRM-safe workflows.
Not a fit
Do not hire us for isolated tasks.
- You only need a list pull without system design or downstream activation.
- You want AI-generated copy without data, QA, targeting, or delivery logic.
- You need a one-off automation that no one will own after launch.
- You are looking for a pure strategy deck instead of a working system.
Implementation
From audit to operating cadence.
01
Audit CRM fields, duplicates, stale records, workflow dependencies, and source systems.
02
Define field standards, accepted values, data owners, and quality thresholds.
03
Choose enrichment providers, waterfall order, validation logic, and credit guardrails.
04
Build enrichment workflows for new records and priority existing records.
05
Connect enriched fields into routing, scoring, segmentation, alerts, and reporting.
06
Run QA, review sample records, and confirm acceptance criteria.
07
Document maintenance, refresh cadence, and ownership.
08
Review coverage and quality after launch, then prioritize the next CRM data workflow.
Clay-connected enrichment
Clay can be the enrichment engine.
As a Clay First 100 Solutions Partner, Delverise can use Clay to orchestrate enrichment waterfalls, transformations, validation, and CRM-ready outputs. The value comes from connecting Clay into governance, routing, reporting, and ownership so CRM data stays useful.
Explore Clay systemsWhat CRM enrichment fields does Delverise usually build around?
Common fields include industry, employee count, revenue band, location, tech stack, title, seniority, email, phone, LinkedIn URL, company URL, lifecycle stage, ICP fit, and routing attributes.
Is CRM enrichment a one-time cleanup?
It can start with cleanup, but the stronger version is an ongoing workflow with triggers, refreshes, QA, and governance.
Can this work with HubSpot or Salesforce?
Yes. The enrichment workflow can be designed around HubSpot, Salesforce, or another CRM as the system of record.
How does Clay fit into CRM enrichment?
Clay can orchestrate enrichment providers, transformations, and validation logic before data is written into the CRM.
Next step
Build the system your team can actually run.
We will look at your current motion, identify the highest-leverage system gap, and tell you what we would build first.