A 3-week engagement that designs workflows to infer and populate CRM fields from call logs, emails, and enrichment — so sellers stop typing and the data becomes trustworthy.
Catalog current fields, seller admin time, and where CRM trust breaks down.
Design rules to auto-populate fields from calls, emails, and enrichment sources.
Pilot on select opportunity types and confirm data accuracy before full rollout.
Start with a Revenue System Diagnostic — we'll confirm this is the right starting project before scoping anything.