Capability
GTM Engineering: Sales Data and CRM
Clean data, organized CRM, workflows, and reporting that give sellers selling time back.
Starting at $2,997/moBilled quarterly
01 / Problem
Why this work stalls without help.
Sellers lose about a day a week to CRM admin: dirty data, missing contacts, broken workflows, and reports nobody trusts. Pipeline reviews run on guesswork.
- Contact and account data is outdated or duplicated.
- Sellers do admin instead of customer conversations.
- Workflows and automations break silently.
- Reports disagree with each other.
02 / Scope
What the work covers.
We enrich data, clean and structure the CRM, build workflows and automations, manage campaigns in the system, and keep dashboards accurate.
- Trusted contact and account data at scale.
- Sellers spend the week engaging, not administering.
- Workflows and integrations stay healthy.
- One reporting view the whole team believes.
03 / Packages
Pick the level of output you need.
Starter Package
$3,699/mo
$2,997/mo billed quarterly
- Up to 5,000 enriched emails per month
- 1 campaign under management
- HubSpot CRM
- Basic dashboards
Core Package
$4,699/mo
$3,997/mo billed quarterly
- Up to 10,000 enriched emails per month
- Up to 3 campaigns under management
- HubSpot plus Salesforce
- Custom dashboards
Premium Package
$5,699/mo
$4,997/mo billed quarterly
- Up to 20,000 enriched emails per month
- Up to 10 campaigns under management
- Custom CRM cross-training
- KPI tracking and live training
04 / Compare
What each package includes, row by row.
Data enrichment per month
| Deliverable | Starter Package$3,699/mo | Core Package$4,699/mo | Premium Package$5,699/mo |
|---|---|---|---|
| Enriched email records | Up to 5,000 records | Up to 10,000 records | Up to 20,000 records |
| Existing mobile numbers validated | Up to 1,000 records | Up to 2,000 records | Up to 3,000 records |
| New mobile numbers found | Up to 1,000 records | Up to 1,500 records | Up to 3,000 records |
| Enriched account records | Up to 500 records | Up to 750 records | Up to 1,500 records |
| Enriched contact records | Up to 500 records | Up to 750 records | Up to 1,500 records |
| LinkedIn company validation with human QA | Up to 3,000 records | Up to 4,000 records | Up to 6,000 records |
| LinkedIn profile validation with human QA | Up to 1,500 records | Up to 2,000 records | Up to 3,000 records |
CRM and campaign orchestration
| Deliverable | Starter Package$3,699/mo | Core Package$4,699/mo | Premium Package$5,699/mo |
|---|---|---|---|
| Sales campaigns under management | 1 | Up to 3 | Up to 10 |
| Leads and contacts managed | 1,000 | 2,500 | 5,000 |
| Accounts and companies managed | 500 | 1,000 | 2,500 |
| Opportunities and deals managed | 250 | 500 | 1,000 |
Deliverables
| Deliverable | Starter Package$3,699/mo | Core Package$4,699/mo | Premium Package$5,699/mo |
|---|---|---|---|
| SOP creation and editing | Yes | Yes | Yes |
| CRM tools | HubSpot | HubSpot plus Salesforce | Cross-training into your custom CRM |
| CRM strategy | Yes | Yes | Yes |
| CRM design | Yes | Yes | Yes |
| TAM mapping for new accounts and contacts | Yes | Yes | Yes |
| Reporting and analytics | Basic dashboards | Custom dashboards | Custom dashboards with KPI tracking |
| Automation | Not included | Basic automation workflows | Custom automation workflows |
| Email template creation | Not included | Basic templates and setup | Custom templates and setup |
| Integration support | Not included | One additional tool | Two additional tools |
| Social CRM integration | Not included | Basic social monitoring | Full social integration with engagement tracking |
| Training and documentation | Not included | Not included | 2 live training sessions |
Support access
| Deliverable | Starter Package$3,699/mo | Core Package$4,699/mo | Premium Package$5,699/mo |
|---|---|---|---|
| Live availability per day | Until 12 PM EST | Until 3 PM EST | Until 3 PM EST |
| Live customer calls | Best-efforts availability | Yes | Yes |
| English proficiency | Conversational | Conversational | Conversational |
| Dedicated project manager | Yes | Yes | Yes |
| Dedicated chat channel | Yes | Yes | Yes |
| Shared task board | Yes | Yes | Yes |
05 / Stack
The tools behind the work.
- HubSpot
- Salesforce
- Clay
FAQs
Useful before you decide.
Which CRMs do you work in?
HubSpot at Starter, plus Salesforce at Core. Premium cross-trains into your custom CRM.
Where does enrichment data come from?
Verified providers with human QA on LinkedIn validation. Volumes scale by tier, from 5,000 to 20,000 email records per month.
How much seller time does this buy back?
The goal is the admin day: every recurring CRM task moves to our team so sellers stay in conversations.
Next step
Start with the constraint, not the tool.
Tell us what is making growth harder to manage, and we’ll help you identify where to begin.
Request a Consultation