What usually happens
Context scattered across tools
- Signals in alerts that nobody saves
- Research in spreadsheets and notes
- Fields filled differently by every rep
- No way to tell when a value was last checked
- New fields created without agreement
CRM ENRICHMENT
Put the right context on every CRM record.
We map company details, buyer contacts and buying signals to the right fields in your CRM, set a rule for each one and keep them current. Your team sees what changed at an account without leaving the record.
Field map for company records
Every value has a source, a CRM field and a rule.
| Value | Source | CRM field | Rule |
|---|---|---|---|
| Industry | Company database | Industry | Fill if empty |
| Employee range | Company database | Employee range | Fill if empty |
| Technology used | Company websites, job listings | Tech stackNew field, approved | Refresh on schedule |
| Latest buying signal | Job listing | Latest buying signalNew field, approved | Replace with newest |
| Signal date and source | Job listing | Signal date, Signal sourceNew field, approved | Replace with newest |
| Buyer contact | Contact sources | Contact, linked to company | Add if missing |
| Last enriched | ElevasionX | Last enriched dateNew field, approved | Update every run |
Works inside the CRM you already use
HubSpot
Salesforce
Zoho CRM
Pipedrive
Dynamics 365
Freshsales
monday CRM
Close
Attio
Useful account context often sits outside the CRM
Signals sit in alerts, research sits in spreadsheets and contact details sit in someone's inbox.
Reps switch between tools to piece an account together, and the next rep starts from zero.
CRM enrichment brings that context into the record your team already uses, with a rule for every field.
One record.
All the context.
Your team works from the CRM, so the context should live there too.
What we set up
Context on the record
- Signals saved to the account with source and date
- Enriched values mapped to agreed CRM fields
- A written rule for every field
- A last-enriched date on every record
- New fields created only after your approval
WHAT WE HANDLE
How context reaches the record
Field mapping
Agree where each value goes.
We map each enriched value and signal to a CRM field.
Where a field does not exist, we propose one and create it after your approval.
Fill rules
Decide what can change.
Existing values stay intact. Each field gets a rule, such as fill if empty, add if missing or replace with the newest signal.
We also set which source to use when sources disagree.
Signal fields
Keep the reason on the account.
The latest signal, its date and its source live on the company record, so the context travels with the account.
Refresh schedule
Keep records current.
We refresh agreed fields on a set schedule and log what changed on each run.
Field documentation
Know what every field means.
Each field we add is written down with its source, rule and refresh schedule, so a future admin can maintain it.
Reports that work
Filter and report on real data.
Filled fields make segments, routing rules and pipeline reports work the way your team expects.
ON THE RECORD
What your team sees on each account
Agreed updates appear in your CRM, next to the deals and activity your team already tracks.
Figma
Account · Software · Tier A
- Industry
- Software Filled, was empty
- Employee range
- 201 to 500
- Tech stack
- CRM, marketing automationNew field, approved
- Latest signal
- Hiring a Head of RevOpsSource: careers page · found this week
- Buyer contacts
- 3 linkedHead of RevOps, VP of Sales, CFO
- Last enriched
- This weekNext refresh on schedule
Field history
Industry filledEmpty field only
Tech stack addedNew field, approved
Signal savedCareers page, with link
Contact linkedHead of RevOps
Owner notifiedTask with the signal attached
Refresh completeNothing overwritten
HOW IT WORKS
How CRM enrichment is set up
-
Review
Look at your objects, fields and how your team uses each record.
-
Map
Agree the field map: value, source, CRM field and rule.
-
Create
Add the approved fields and connect the sources.
-
Refresh
Run enrichment on schedule and log every change.
ACROSS YOUR FUNNEL
Context for prospects, deals and customers
The same field map serves every stage, from the first touch to the renewal.
Each stage gets the fields it needs, kept current.
01 · PROSPECTS
New prospects
- TRACK
- Firmographics, tech stack and signals on target accounts.
- FOLLOW UP
- Routing and tasks that work because the fields are filled.
- SHARE
- Account context in the record a rep opens before outreach.
02 · OPEN DEALS
Active conversations
- TRACK
- Signals and contact changes on accounts with an open deal.
- FOLLOW UP
- A task when a new signal arrives on a quiet deal.
- SHARE
- The latest signal and its source visible from the deal.
03 · CUSTOMERS
Existing customers
- TRACK
- Leadership, size and technology changes at customer accounts.
- FOLLOW UP
- Renewal and expansion tasks with the change attached.
- SHARE
- Account changes visible to the account manager before reviews.
WHAT WE MEASURE
Volume, velocity
and value
How your CRM data improves, answered from the CRM itself.
- VolumeHow complete is the CRM?
- Fill rate for each agreed field, by segment.
- VelocityHow current is it?
- Time since each record was last enriched, and signals saved this week.
- ValueIs the context used?
- Pipeline from accounts with signal fields, by signal type.
Your weekly report covers
Records enriched and fields filled.
Signals saved to accounts, with source.
New fields created after approval.
Fill rate by field and segment.
Issues found and next steps.
Who handles what
We map and maintain the fields.
Your team uses them.
ElevasionX
We handle
- Review your CRM objects and fields.
- Agree the field map with your team.
- Create approved fields and connect sources.
- Refresh fields on schedule and log changes.
- Document every field we add.
After setup
We keep the fields current and report changes weekly.
Your sales team
Your team handles
- Provide CRM access.
- Approve new fields and fill rules.
- Tell us how your team uses each record.
- Use the context in daily sales work.
If you stop working with us
Every field and setting stays in your CRM.
PLANS
CRM enrichment in each plan
CRM enrichment is part of Pro and Enterprise. CRM automation, which turns fields into tasks and alerts, is partial on Pro and complete on Enterprise.
| CRM scopeWhat each plan includes.Monthly service fees | Basic$499per monthAsk about Basic | Pro$1,497per monthAsk about Pro | Enterprise$1,997+per monthAsk about Enterprise |
|---|---|---|---|
| CRM Enrichment | No | Yes | Yes |
| CRM Automation | No | Partial | Complete |
| Signals tracked | 5 | 10 | 50+ |
| Website Tracking | No | Yes | Yes |
| Weekly Report | Yes | Yes | Yes |
| Slack support | Yes | Yes | Yes |
Partial covers signal fields, enrichment sync, CRM tasks and Slack alerts.
Complete adds lead routing, pipeline stage rules, dashboards and tool integrations.
Compare all plan featuresIs this for your team?
Your CRM is the system.
Make it complete.
For B2B teams who want account context in the CRM instead of in alerts, spreadsheets and inboxes.
- 01You use one of the 9 CRMs we work with.
- 02You can approve new fields and rules.
- 03Your team works accounts from the CRM.
Our approach
A rule
for every field.
We agree the field map before creating or changing anything.
We only fill empty fields. Your existing data stays intact.
CRM enrichment questions.
Fields, rules, CRMs and ownership.
Which CRMs do you support?
HubSpot, Salesforce, Zoho CRM, Pipedrive, Dynamics 365, Freshsales, monday CRM, Close and Attio.
Will you create new fields in our CRM?
Only after you approve them. We list proposed fields first.
Will you overwrite our existing data?
No. We add signal fields and tasks, and only fill empty fields. Your existing data stays intact.
What happens when sources disagree?
We agree which source to use for each field before we start, and record it in the field map.
How often are fields refreshed?
On the schedule agreed in your plan. Every refresh is logged.
Can a signal create a task for a rep?
Yes, with CRM automation. Tasks and alerts follow rules you agree.
Which plans include CRM enrichment?
Pro and Enterprise.
What happens if we stop working with you?
Your plan, CRM data and setup stay in your name. Everything we build inside your CRM is yours to keep.
Let's talk
Map your CRM fields
with us.
Tell us which CRM you use and what your reps look for on a record. We'll show you the field map we would build.
Start with a call