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Patricor Technologies

Sales-led B2B

CRM Enrichment & Routing Pipeline

Selected work

Higher-quality first touches with richer contextConsistent owner assignment by segmentAttribution retained from campaign to CRM

Challenge

Leads landed in the CRM incomplete—missing firmographics, source attribution, and owner rules—so reps wasted time on low-fit accounts.

Solution

We automated enrichment, scoring, and territory routing so new leads arrive with context, UTM history, and the right owner before the first outreach.

Outcome

  • Higher-quality first touches with richer context
  • Consistent owner assignment by segment
  • Attribution retained from campaign to CRM