One source of truth, always
Every scaling incident in revenue operations traces back to two systems disagreeing about the same account. Pick the CRM as the source of truth and make every automation write through it.
Enrichment on demand, not on ingest
Enriching every new lead burns budget on records that never convert. Enrich when a stage transition, a task or a rep request actually needs the data.
Hygiene as code
Deduplication, ownership and stage rules belong in versioned automations, not in monthly clean-up projects. Run them nightly and alert on the diff.
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