A project for revops

AI CRM Enrichment Agent

An AI agent that keeps CRM data clean, complete, and current, without rep effort.

Clean CRM, no rep effort
Key outcome this project is built to deliver.
Medium
Project scope: typically 25-45 hrs of implementation.
24
Project number in the Avero GTM catalog.
RevOps
Primary function this project serves.

The problem

CRM data degrades constantly. Reps don't update it. Enrichment runs get stale.

What this looks like in practice

The agent runs on a schedule, not on rep goodwill. It reads new and changed records, fills the fields your scoring and routing depend on, flags conflicts instead of overwriting them, and queues anything ambiguous for a human decision. Enrichment stops being an annual cleanup project and becomes a background process.

The foundation work comes first. For a payments FinTech we stopped duplicates at the point of entry and imported more than 50,000 companies without making the existing mess worse. For another client we have kept CRM data current across every department for three years, with no in-house admin behind us.

Built in real engagements

Where this fits

This project is part of our GTM AI Enablement work. GTM AI enablement means putting AI to work inside your go-to-market, in production. We build AI agents that do specific, measurable GTM work: call transcripts become structured CRM records. Assignments get proposed in Slack for one-click human approval. Each agent solves one named problem, and a person confirms anything that touches your data.

How we work

01 / Audit 1–2 hrs

We start by understanding your current state.

Before building anything, we map what exists today: your tools, your data, your processes, and where the gaps are. This shapes everything downstream.

  • Current stack and integrations reviewed
  • Process gaps and bottlenecks identified
  • Success criteria defined with your team
02 / Build 25-45 hrs

We build the system and get it live.

Implementation is hands-on: we build directly in your tools, not in a sandbox. You see real outputs at every step, not mockups.

  • Full implementation in your existing stack
  • Data quality verified before going live
  • Team walkthrough and handoff documentation
Outcome. Clean CRM, no rep effort, measured against your baseline from the audit phase.
03 / Expand scoped after live

Once live, we identify what to build next.

Most projects open up adjacent work once the core is running. We scope expansion work after seeing real results, not before.

  • Performance review at 30 days
  • Adjacent automations identified
  • Expansion scoped and prioritized

Related projects

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