CRM hygiene
Review records for missing fields, duplicates, and agreed stage updates.
Explore CRM hygieneSales & CRM support
Keep the pipeline organized.
Hire support for CRM maintenance, prospect research, and sales coordination so your team can work from clear, current information.
Discuss your hiring needsIllustrative AI-generated imagery.
Prospect research
Compile relevant business research against a defined prospect profile.
Explore Prospect researchSales coordination
Prepare meeting materials and track follow-up actions for account owners.
Explore Sales coordinationPlan your hire
Define the support role separately from selling.
A sales-support role does not automatically include owning a quota, closing deals, or contacting prospects independently. Specify which activities support an account owner and which require approval.
Prepare a nearshore hiring brief →What to clarify before starting
- Name the CRM, record standards, and acceptable research sources.
- Define the target-account criteria and information that should be collected.
- Set approval rules for outreach, pricing, commitments, and customer messages.
- Assess accuracy, research judgment, and written communication using a sample exercise.
Illustrative example
Sample weekly responsibilities
Responsibilities vary by role. Agree scope, workload, and priorities before hiring.
- Review a defined set of CRM records against the agreed completeness checklist.
- Research assigned companies and record sources for the account owner.
- Prepare meeting notes and flag overdue follow-up tasks.
- Compile a pipeline activity summary using approved definitions.
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