Use Case

Your CRM is full. Here is who to call first.

Many businesses hold hundreds, thousands, or tens of thousands of records in their CRM — companies they have quoted, spoken to, or logged over years of activity. Almost none of it is prioritised.

You already know thousands of companies. The problem is knowing which ones matter today. Growth Assist combines what is already in your CRM with new research and evidence to answer that question.

Request a Pipeline Intelligence Audit See How It Works

The problem

What usually gets in the way.

A large CRM is an asset in theory and a burden in practice. Records accumulate from years of enquiries, past quotes, trade show contacts and abandoned deals, but there is rarely a mechanism for deciding which of them deserve attention this quarter.

Sales teams default to working the newest leads or the accounts they already know personally, leaving the bulk of the database untouched. Meanwhile, some of those dormant records sit on genuine opportunities — a company that wasn't ready two years ago may well be ready now, but nothing in the CRM tells anyone that.

Growth Assist treats your CRM as a starting dataset, not a dead archive. We combine existing fields — company name, past notes, historic activity — with new commercial data and evidence to identify which records deserve attention now.

Large CRM databases with no meaningful prioritisation
Sales defaults to newest leads, ignoring the majority of records
Historic notes and past conversations are never revisited
No mechanism for knowing which dormant accounts have changed
Data quality varies wildly across older records

What we look for

The characteristics that matter here.

CRM records with incomplete or outdated company information
Accounts previously marked as "not ready" or lost
Historic notes referencing a specific objection or timing issue
Companies that have since shown new evidence of change
Duplicate or fragmented records masking a larger opportunity
Accounts with no logged activity for an extended period
Segments of the CRM matching your current ICP that were never worked

Relevant evidence

What we check, and where it comes from.

Verified evidence is supported by an identifiable source. Anything beyond that is recorded as inference — a hypothesis, clearly labelled as one.

Existing CRM data

Historic notes and call logs
Past quotes and proposal status
Original enquiry source and date
Any recorded objection or reason lost

Fresh commercial data

Current company size and structure
Site and location changes
Leadership changes since the record was created
Sector and classification updates

New evidence

Recent recruitment activity
Planning applications or expansion
News coverage or public statements
Technology or contract timing signals

How we approach it

The work we do on your behalf.

Ingest and understand the CRM export

We work from an export of the relevant CRM records, understanding what has already been tried and what is known.

Cross-reference against commercial data

Every record is checked against up-to-date company data to correct, enrich and flag what has changed since it was last touched.

Identify new evidence

Records are checked for new verified evidence and reasonable inference indicating the account is worth revisiting.

Apply the priority formula

FIT + EVIDENCE + TIMING = PRIORITY, applied across the full CRM segment rather than a hand-picked subset.

Deliver a worked list

A prioritised, evidenced list is delivered through the Sales Intelligence Workspace, ready for outreach rather than further research.

Illustrative example

How this looks in practice.

The following is an illustrative, fictional example, not a real client account.

A CRM contains a record for a professional services firm logged three years earlier after an enquiry that went nowhere. On review, the firm's headcount has grown by over a fifth, two senior hires have been announced, and a property agent has been instructed on comparable office space.

The original note said the firm "wasn't ready." The new evidence suggests that has changed, and the record is surfaced for a fresh approach rather than left at the bottom of an unsorted database.

Examples shown are illustrative and use fictional companies and information to demonstrate how Growth Assist Sales Intelligence works.

Sales Intelligence Brief

Illustrative example

EX-0401 · Office Fit Out

Company: Brookvale Technical Services
Professional services · 95 fee earners · city centre office
Why this company matters: Lease event approaching in a firm that has grown headcount 22% without taking additional space.
What changed: Lease expiry recorded for the third quarter of next year
Two senior hires announced with team moves
Agent instructed on comparable city-centre space
Why now: Fit-out decisions are made 9–12 months before a lease event. The specification conversation is happening now.
Who to contact: Ruth Calderon, Managing Partner, supported by the Head of Operations (fictional stakeholders).
Recommended action: Introduce a workplace planning conversation ahead of agent shortlisting.
Confidence: Medium — timing well evidenced, decision process not yet visible.

What sales receives

Delivered ready to act on.

Cleaned and enriched CRM segment

The records reviewed, corrected and enriched with current company information.

Prioritised working list

A ranked subset of records worth actioning now, with the reasoning behind each ranking.

Historic context restored

A summary of what was previously known about each account, so sales isn't starting from zero.

New evidence brief

What has changed since the record was last active, clearly separated from what remains inferred.

Everything identified is delivered into the Sales Intelligence Workspace, and where useful into your CRM. The workspace is how the service is delivered — the intelligence work itself is done by us.

How it works

Evidence first. AI second. Sales intelligence third.

Learn

What you sell, who buys, and what makes an opportunity valuable.

Define

The ICP and the buying triggers that matter in your market.

Research

Continuous monitoring, then analyst research on each candidate.

Validate

Evidence traced to a source; inference labelled as inference.

Prioritise

Fit plus evidence plus timing decides where attention goes.

Deliver

A briefed opportunity in the Sales Intelligence Workspace.

See the full methodology

FAQ

Common questions.

Do we need to clean our CRM before sending it to you?

No. Part of the process is identifying data quality issues and correcting what we can against current commercial data.

Can you work with a subset of our CRM rather than the whole database?

Yes. Most engagements start with a defined segment — a territory, product line or record age band — rather than the entire database.

What if a record has no useful history in it?

It's still assessed against current evidence and fit criteria. Historic notes add context where they exist, but aren't required to prioritise a record.

Will this integrate with our CRM directly?

We work from exports and deliver through the Sales Intelligence Workspace. This is a research service, not a piece of software you install.

How do you handle very old or lost opportunities?

They're assessed the same way as any other record — for current fit, current evidence and current timing — not treated differently because they're old.

Where to go next.

The service

B2B Sales Intelligence as a Service
How the managed service works, end to end.
How It Works
The methodology behind every opportunity we deliver.

Industries

Managed Print
B2B Sales Intelligence as a Service for managed print providers — prioritised opportunities built on contract renewal indicators, office moves and growth signals, not another sales tool.
Managed IT Services
B2B Sales Intelligence as a Service for managed IT providers — prioritised opportunities built on leadership change, growth and renewal indicators, delivered through the Sales Intelligence Workspace.

Insights

How to Find Sales Opportunities Hidden in Your CRM
Most CRMs already contain a shortlist of promising accounts — old proposals, lost deals and existing customers — waiting to be re-read against current evidence.
What Is B2B Sales Intelligence?
B2B sales intelligence is the researched, evidenced answer to who is genuinely worth calling this week, not a bigger list of who could theoretically buy.

Request a Pipeline Intelligence Audit

The audit reviews your current pipeline, the opportunities being missed, and what a continuous sales intelligence process would surface in your market.

Request a Pipeline Intelligence Audit See How It Works