Customer data enrichment

A complete CRM sells more and better

We complete your CRM with company data, contacts and buying signals, clean out duplicates and maintain data quality with AI, in compliance with GDPR.

Firmographic dataDeduplicationBuying signalsGDPR

Tools and platforms

  • Zoho
  • HubSpot
  • Salesforce

They trust Trilogi

See clients
  • Boschmarin
  • NouColors
  • Bic Graphic
  • Homs Rentals
  • Vak Kimsa
  • Kartox
  • Carmina Shoemaker
  • Catalonia Hotels
  • Ortiz
  • Tomblack
  • Comas
  • Shoei

Consulting

Enrich and clean your customer data

Your CRM is only as useful as the data it holds. Records without industry or size, contacts who no longer work at the company, duplicates and empty fields make sales waste time and leave marketing segmenting blind. Customer data enrichment completes every record with firmographic information, key contacts and activity signals, combined with cleaning, normalization and deduplication. At TRILOGI we do this with AI-supported processes, reliable sources and quality rules that hold over time, always respecting GDPR and the legal basis of each data point.

The challenge

The problems of poor data

  • Symptom 1

    Incomplete records

    Without industry, size or location you can’t segment or prioritize accounts sensibly.

  • Symptom 2

    Duplicates and errors

    The same company appears three times under different names and nobody knows which one is right.

  • Symptom 3

    Outdated contacts

    Outdated job titles and emails cause bounces and calls to people who no longer make decisions.

  • Symptom 4

    Legal risk

    Data with no clear origin or consent exposes the company under GDPR.

Without good data, AI just speeds up your mistakes.

What we do

What we do with your data

We handle data quality end to end, from assessment to maintenance.

01

Data quality audit

We measure the completeness, duplication, consistency and age of your database. We show you where the gaps are and how they affect sales and marketing.

02

Firmographic enrichment

We add industry, size, estimated revenue, location and technology used to every account. That way you can segment by your ICP and prioritize better.

03

Key contacts and roles

We identify the relevant decision-makers for each account and validate their business contact details. Sales reaches the people who decide, not the gatekeepers.

04

Buying signals

We add signals such as hiring, expansion, technology changes or web activity. They help spot the right moment to reach out.

05

Cleaning and deduplication

We normalize formats, merge duplicates and fix errors with rules and AI models. We leave a single reliable record per company and contact.

06

Data governance and GDPR

We document the origin and legal basis of each data point, and define entry and maintenance rules. Quality holds over time, not just on cleanup day.

How we work

How we improve your CRM data quality

Step 01

Diagnostic

We pull a sample and measure the real state of your data.

Step 02

Target data model

We define which fields matter for your business and your ICP.

Step 03

Cleaning and enrichment

We clean, deduplicate and complete records using reliable sources and AI.

Step 04

Loading and validation

We load the data into your CRM with change control and validation with your team.

Step 05

Ongoing maintenance

We automate rules and periodic reviews so your data doesn’t degrade.

What’s included

What the service includes

Scored data quality report
Data model aligned with your ICP
Firmographic account enrichment
Identification and validation of decision-maker contacts
Buying signals integrated into the CRM
Record deduplication and normalization
Record of data origin and GDPR legal basis
Automated data maintenance rules

Who it’s for

Who this service is for

Profile 01

B2B sales teams

Who need to prioritize accounts and reach decision-makers with reliable information.

Profile 02

Marketing teams that segment

Who want campaigns and automations built on complete, clean data.

Profile 03

Companies switching CRM

Who use the migration to start with a clean database.

Frequently asked questions

What we’re often asked.

What is customer data enrichment?

It is the process of completing the records in your CRM or customer database with additional, reliable information: company data such as industry or size, contacts and job titles, and activity signals. It usually goes hand in hand with cleaning and deduplication, because enriching wrong or duplicate data adds no value to sales or marketing.

Is data enrichment legal under GDPR?

Yes, as long as there is a legal basis for each processing activity, people are properly informed and lawful sources are used. In B2B it usually relies on legitimate interest with professional data, but this must be documented. We work with reliable sources, record the origin of each data point and help you review the approach with your legal advisor.

Which CRMs do you work with?

We work with the main CRMs on the market, such as Zoho, HubSpot, Salesforce or Microsoft Dynamics, among others. What matters is agreeing on the data model and how data is loaded. If you also need to connect the CRM with your ERP or eCommerce, we do it with our integration hub.

How often should a CRM be enriched?

Company and contact data degrades constantly due to job changes, mergers or closures. We recommend a full initial cleanup followed by automated periodic maintenance, plus data-entry rules to stop duplicates or empty fields from reappearing.

How does it relate to AI?

AI helps detect tricky duplicates, normalize text, classify companies by industry and extract signals from a variety of sources. At the same time, any AI agent or automation you use in sales or marketing depends on clean data. That’s why data quality is the first step in any commercial AI project.

Next step

Our business is to grow yours

Send us a sample of your CRM and we’ll tell you what you could gain with complete, clean data.