Sales and CRM support
CRM data operations for a SaaS sales team
Sales representatives were spending significant time on research, data entry and pipeline hygiene instead of selling.
- Client
- B2B software company (anonymised)
- Sector
- Technology and SaaS
- Region
- UK and North America
- Engagement model
- Dedicated team
The challenge
What needed solving
- Duplicate and incomplete CRM records reduced reporting confidence.
- Prospect research was inconsistent between representatives.
- No routine owner for pipeline hygiene tasks.
The approach
How we scoped it
- Agreed data standards, field definitions and a deduplication rulebook.
- Built a research brief so account profiles are produced to one format.
- Kept all outbound messaging and commercial decisions with the client team.
Delivery
What the running service looks like
Scope, quality checks and reporting are documented before go-live and reviewed on an agreed cadence.
Daily CRM hygiene queue with defined quality checks.
Structured account and contact research to an agreed template.
Pipeline reporting support ahead of weekly sales reviews.
Timeline
From scoping to steady state
- Week 1
Data standards and access setup
1 - Weeks 2-4
Backlog clean-up sprint
2 - Month 2+
Ongoing hygiene and research support
3
Outcomes
What changed operationally
Data
Single documented CRM data standard
Focus
Admin tasks moved off the sales team
Cadence
Reporting ready before weekly reviews
The scenarios below are illustrative, anonymised examples of how Outsourcebar structures delivery. They are provided to explain our working approach and do not represent guaranteed results, named clients or contractual commitments. Actual scope, staffing and reporting are agreed per engagement.
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