Records drift
Titles change, people move companies and contact data decays — while the CRM continues to look complete.
Sales data + workflow infrastructure for B2B teams
Clean data.
Connected workflows.
Sales systems that move.
We clean and enrich sales data and build the workflows that move it through research, qualification, routing, outbound and CRM operations.
Built, not just advised Tool-agnostic by design
NEW SIGNALJob change detectedLena Ortiz · VP Sales → VP Revenue
01Enrich12 fields updated
02ValidateEmail confirmed
03RouteOwner notified
ACTIVITY LOGSTATUS
CRM record refreshedComplete
Territory rule appliedComplete
Rep context generatedRunning
POSO / WORKFLOW 01Signal → Context → Action
CRM freshnessEnrichmentJob-change detectionInbound routingSales researchWorkflow automation
The operational gap
Your sales process is only as reliable as the data beneath it.
Most GTM friction is not one dramatic failure. It is a hundred small breaks between a signal and the person who should act on it.
Research fragments
Reps recreate account context across tabs, tools, spreadsheets and individual notes.
Workflows stall
Lists and leads wait for manual enrichment, routing or ownership decisions before sales can act.
What Poso builds
Infrastructure for the moments between data and action.
Focused systems that clean inputs, add context and make the next step clear.
01
CRM Freshness & Enrichment
Keep CRM and contact records aligned with reality by detecting stale data, enriching missing fields and preparing clean updates.
FreshnessValidationEnrichment
02
Outbound Workflow Build
Move target lists from raw input through enrichment, qualification, research and into the CRM or sequencer.
QualificationResearchHandoffs
03
Inbound Lead Enrichment & Routing
Enrich inbound leads, add useful context and route each prospect to the right owner with fewer manual decisions.
EnrichmentRoutingContext
04
Sales Research Automation
Turn scattered account, contact and activity data into structured context delivered where sales already works.
AccountsContactsContext
From drift to readiness
Make every record ready for a real sales motion.
Update stale titles and companies, fill missing fields, flag job changes, add useful sales context and return the record CRM-ready.
BEFORE — STALE CRM RECORDCRM / Contact 4381
- Role
- VP Sales Unverified
- Company
- Northstar Old
- lena@northstar.io
- Region
- —
- Owner
- —
AFTER — ENRICHED + SALES-READYCRM / Contact 4381
- Role
- VP Revenue Current
- Company
- Fieldnote Updated
- lena@fieldnote.co Valid
- Region
- North America
- Owner
- Enterprise West
Job change detected → record refreshed → owner notified
A focused engagement
Diagnose clearly. Build deliberately. Leave it operable.
Start with the real constraint, not a predetermined tool. Build the smallest reliable system that solves it, document how it works, and leave the team able to operate it.
Find the constraint
Map the data, workflow and ownership problem before choosing tools.
Build the system
Implement the smallest reliable workflow that solves the operational problem.
Make it operable
Document the logic, surface exceptions and leave the team with a system it can understand.
Start with the bottleneck
What breaks between your data and your sales team?
Bring the sales-data or workflow problems you’re trying to solve. We’ll use the call to understand what’s breaking and whether there’s a focused fix worth building.
Book a workflow call