What usually happens
Without enrichment
- Blank industry and company size fields
- Job titles that are a year out of date
- Duplicate accounts with split history
- Research repeated by every rep
- Bulk imports that overwrite good data
DATA ENRICHMENT
Fill the gaps in your records. Keep what you already have.
We add company and contact details to your records, merge duplicates and mark anything we could not verify. Empty fields get filled. Existing values stay as your team entered them.
Monzo
Account · Before and after one enrichment run
- Industry
- Financial services Filled, was empty
- Employee range
- 1,001 to 5,000 Filled, was empty
- Headquarters
- London Kept as is
- Technology used
- CRM, marketing automation Filled, was empty
- Buyer contact
- Head of RevOps Unverified, markedEmail could not be verified
- Duplicates
- 2 records merged into 1By agreed rules, history kept
- Account owner
- Regional account executive Kept as is
What this run changed
Matched to sourcesBy company name and website
Duplicate merged2 records into 1, history kept
Industry filledEmpty field only
Employee range filledEmpty field only
Contact checkedEmail unverified, marked for review
Synced to CRMAgreed fields only
Works inside the CRM you already use
HubSpot
Salesforce
Zoho CRM
Pipedrive
Dynamics 365
Freshsales
monday CRM
Close
Attio
Reps should not have to research every account by hand
Missing industries, old job titles and blank company sizes slow down every list, every route and every message.
So reps open five tabs before each call, and what they find never makes it back into the CRM.
Enrichment fills the gaps once, keeps the source and leaves your team's own values alone.
Complete records.
Nothing overwritten.
Your team keeps the data and history it already has.
What we set up
With ElevasionX
- Company fields filled from agreed sources
- Contacts checked before they are used
- Duplicates merged with history kept
- Research done once and saved to the record
- Empty fields filled, existing values kept
WHAT WE ADD
Details your team can use
Company details
Firmographics your team can filter on.
Industry, location, employee range, website and the other company fields agreed in your plan.
Clean company fields make routing, segments and reports work.
Contact details
The right people, with current roles.
Names, job titles, seniority and the contact fields agreed in your plan.
We check contacts before they are used for outreach and mark any we could not verify.
Technology and signals
Context for the message.
The tools a company uses and its recent buying signals, where included in your plan.
Clean-up
Tidy records before they reach your CRM.
We standardise formats such as country, industry and job title, and merge duplicates by rules you approve.
Fill rules
Empty fields only.
We fill empty fields without overwriting existing information. Your team's values stay in place.
Unverified values
Marked, never hidden.
When we cannot verify a value, we mark it on the record so your team knows what to check before using it.
HOW IT WORKS
How enrichment runs
-
Agree fields
Choose the company and contact fields your team will use.
-
Match
Match your records to the agreed sources.
-
Enrich
Fill empty fields, merge duplicates and mark anything unverified.
-
Sync
Push agreed fields to your CRM on the agreed schedule.
ACROSS YOUR FUNNEL
Complete records for prospects, deals and customers
Gaps in your data hurt every stage, from routing a new lead to preparing a renewal.
We enrich the records each stage depends on.
01 · PROSPECTS
New prospects
- TRACK
- Industry, size and buyer roles for every target account.
- FOLLOW UP
- Leads routed to the right owner because the fields are filled.
- SHARE
- Segments your team can filter and report on.
02 · OPEN DEALS
Active conversations
- TRACK
- Missing contacts and roles on open deals.
- FOLLOW UP
- More people on the deal, with checked contact details.
- SHARE
- Account context on the deal record before each call.
03 · CUSTOMERS
Existing customers
- TRACK
- Changes in size, technology and contacts at customer accounts.
- FOLLOW UP
- A task when a key contact can no longer be verified.
- SHARE
- Current account details ahead of renewal reviews.
WHAT WE MEASURE
Volume, velocity
and value
How your data improves, answered from your CRM.
- VolumeHow complete is it?
- Fields filled, duplicates merged and records marked for review.
- VelocityHow current is it?
- Time since each record was last enriched, by segment.
- ValueDoes it help sales?
- Pipeline from enriched accounts, and routing that works because the fields are filled.
Each enrichment run reports
Records matched and enriched.
Fields filled, by field.
Duplicates merged.
Values we could not verify.
Records skipped because they already had values.
Who handles what
We fill the gaps.
You keep control.
ElevasionX
We handle
- Agree fields and sources with your team.
- Match, enrich and clean your records.
- Merge duplicates by rules you approve.
- Mark values we could not verify.
- Sync agreed fields to your CRM on schedule.
After each run
We report what changed and what needs review.
Your sales team
Your team handles
- Choose the fields your team will use.
- Provide CRM access.
- Approve merge and fill rules.
- Review records marked as unverified.
When values conflict
Your team's value stays unless you decide otherwise.
PLANS
Enrichment in each plan
CRM enrichment is part of the Pro and Enterprise plans. Fields, sources and coverage are confirmed in your plan.
| Enrichment 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 |
| TAM Mapping | No | Yes | Yes |
| Website Tracking | No | Yes | Yes |
| CRM Automation | No | Partial | Complete |
| Weekly Report | Yes | Yes | Yes |
CRM Enrichment fills empty fields only. Existing values are not overwritten.
Update schedules are agreed before we start.
Compare all plan featuresIs this for your team?
Better records.
Fewer tabs per call.
For B2B teams whose CRM has the right companies but not the details reps need.
- 01Your CRM holds records with empty or outdated fields.
- 02You can agree which fields matter to your team.
- 03Your team will use the records in daily work.
Our approach
Fill what is empty.
Mark what is unsure.
We agree fields, sources and update schedules before enrichment starts.
Source coverage and data quality have limits. We tell you where they are.
Enrichment questions.
Fields, sources, conflicts and schedules.
Will you overwrite fields our team filled in?
No. We fill empty fields without overwriting existing information.
Which fields can you enrich?
The company and contact fields agreed in your plan. We confirm fields, sources and coverage before starting.
What happens to values you cannot verify?
We mark them, so your team knows which values to check before using them.
How do you handle duplicates?
We merge them by rules you approve and keep the history of both records.
How often is the data refreshed?
Update schedules are agreed before we start.
Which CRMs do you work with?
We work with HubSpot, Salesforce, Zoho CRM, Pipedrive, Dynamics 365, Freshsales, monday CRM, Close and Attio.
How is this different from CRM enrichment?
Data enrichment adds details to company and contact records. CRM enrichment covers how those details, and buying signals, are mapped to fields and kept current inside your CRM.
Which plans include enrichment?
CRM enrichment is part of the Pro and Enterprise plans.
Do you guarantee results?
No. Better data helps routing, targeting and messages. Replies, meetings and sales are not guaranteed.
Let's look at your records
Tell us which CRM you use and which fields your team relies on.
We'll show you where enrichment would help first.