Grant your Seller 50 Extra Sales Days per Year

Our service takes over sales campaigns such as Account/Contact databases, CRM management, digital prospecting, and more – creating 20% more sales productivity.

BILLED QUARTERLY

Sales Data CRM Optimization Banner Image

The secret weapon your sellers need to focus 100% on customer engagement

When your sellers are not engaging customers, you are wasting potential for business growth and upsell/cross-sell.

Your sellers can’t close more deals because,

Sales Data & CRM RoadMap

Sales Data & CRM Optimization
Sales Data & CRM Optimization

With Sales Data & CRM Optimization

Initiate Account Development

Our talent will take care of CRM strategy, design, enrichment, automation list building, etc. This allows you to buy back 20% of your seller’s time per week.

Let us handle repetitive CRM tasks

Why Waste 1 Day/week? Enable your sellers to close more deals.

With Sales Data & CRM Optimization your sellers can always focus on converting leads.

Still Unsure?

What other founders like you say about us

Utilize 50 more days of selling

Your sellers spend 1 day a week doing administration work. That is 50 extra sales days a year with 50 business weeks, per seller !!

Our talents will seamlessly integrate with your workflow, handling CRM tasks to free up your sellers’ time for customer interactions and revenue generation.

Utilize 50 more days of Selling

Sales Data Tools Overview

Sales Data & CRM Optimization

Pick your Package & Start Offshoring!

All deliverables in this section are on a weekly basis.

Quarterly
Monthly

Categories

Starter Package

Starts at
$2,997/month

Core Package

Starts at
$3,997/month

Premium Package

Starts at
$4,997/month

Tools

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Sales Data Enrichment: Limits by Package (Records per Month)

Enriched Email Records (Clay-to-Zero Bounce) and/or Voila Norbert

Validating Existing Mobile Phone Numbers (Clay-to-SureConnect)

Finding New Mobile Phone Numbers (Clay-to-SureConnect)

Clay 100% Enriched Account Records (Total Firmographic information)

Clay 100% Enriched Contact Records (Total Demographic information)

LinkedIn Corporate Account Validation (Human QA)

LinkedIn Personal Profile Validation (Human QA)

Sales Data Enrichment: Limits by Package (Records per Month)

Up to 5,000 records

Up to 1,000 records

Up to 1,000 records

Up to 500 records

Up to 500 records

Up to 3,000 records

Up to 1,500 records

Sales Data Enrichment: Limits by Package (Records per Month)

Up to 10,000 records

Up to 2,000 records

Up to 1,500 records

Up to 750 records

Up to 750 records

Up to 4,000 records

Up to 2,000 records

Sales Data Enrichment: Limits by Package (Records per Month)

Up to 20,000 records

Up to 3,000 records

Up to 3,000 records

Up to 1,500 records

Up to 1,500 records

Up to 6,000 records

Up to 3,000 records

CRM & Campaign Orchestration: Limits by Package (Projects per Month)

Sales Campaigns Under Management

Leads / Contacts Managed

Accounts / Companies Managed

Opportunities / Deals Managed

CRM & Campaign Orchestration: Limits by Package (Projects per Month)

1

1,000

500

250

CRM & Campaign Orchestration: Limits by Package (Projects per Month)

Up to 3

2,500

1,000

500

CRM & Campaign Orchestration: Limits by Package (Projects per Month)

Up to 10

5000

2,500

1000

Package Deliverables

SOP Creation & Editing

CRM Tools

CRM Strategy

CRM Design

TAM Mapping (Finding New Accounts & Contacts)

Reporting & Analytics

Automation

Email Template Creation

Integration Support

Social CRM Integration

Training & Documentation

Social Media Management

HubSpot

Setup of basic dashboards and reporting tools

Social Media Management

HubSpot + Salesforce

Setup of custom dashboards and reporting tools.

Basic automation workflows (e.g., email sequences, task automation).

Basic email templates and campaign setup.

Integration with one additional tools

Basic social media monitoring integration.

Social Media Management

Will cross-train into your custom CRM

Custom dashboards
with KPI tracking.

Custom automation workflows tailored to different business processes.

Custom email templates
and campaign setup.

Integration with two additional tools.

Full social media integration with CRM, including engagement tracking.

2 live training sessions
with team members.

Support Access

Live Availability per Day

Live Customer Calls

Verbal English Proficiency

Dedicated Project Manager

Dedicated WhatsApp Group

Dedicated Trello Board

Social Media Management

Until 12 pm EST

Best Efforts Availability

Conversational Customer Support

Social Media Management

Until 3 PM EST

Conversational Customer Support

Social Media Management

Until 3 PM EST

Conversational Customer Support

Starter Package

Starts at
$2,997/month

Sales Data Enrichment: Limits by Package (Records per Month)

Enriched Email Records (Clay-to-Zero Bounce) and/or Voila Norbert – Up to 5,000 records

Validating Existing Mobile Phone Numbers (Clay-to-SureConnect) – Up to 1,000 records

Finding New Mobile Phone Numbers (Clay-to-SureConnect) – Up to 1,000 records

Clay 100% Enriched Account Records (Total Firmographic information) – Up to 500 records

Clay 100% Enriched Contact Records (Total Demographic information) – Up to 500 records

LinkedIn Corporate Account Validation (Human QA) – Up to 3,000 records

LinkedIn Personal Profile Validation (Human QA) – Up to 1,500 records

CRM & Campaign Orchestration: Limits by Package (Projects per Month)

Sales Campaigns Under Management – 1

Leads / Contacts Managed – 1,000

Accounts / Companies Managed – 500

Opportunities / Deals Managed – 250

Package Deliverables

SOP Creation & Editing – Yes

CRM Tools – HubSpot

CRM Strategy – Yes

CRM Design – Yes

TAM Mapping (Finding New Accounts & Contacts) – Yes

Reporting & Analytics – Setup of basic dashboards and reporting tools

Support Access

Live Availability per Day – Until 12 pm EST

Live Customer Calls – Best Efforts Availability

Verbal English Proficiency – Conversational Customer Support

Dedicated Project Manager – Yes

Dedicated WhatsApp Group – Yes

Dedicated Trello Board – Yes

Core Package

Starts at
$3,997/month

Sales Data Enrichment: Limits by Package (Records per Month)

Enriched Email Records (Clay-to-Zero Bounce) and/or Voila Norbert – Up to 10,000 records

Validating Existing Mobile Phone Numbers (Clay-to-SureConnect) – Up to 2,000 records

Finding New Mobile Phone Numbers (Clay-to-SureConnect) – Up to 1,500 records

Clay 100% Enriched Account Records (Total Firmographic information) – Up to 750 records

Clay 100% Enriched Contact Records (Total Demographic information) – Up to 750 records

LinkedIn Corporate Account Validation (Human QA) – Up to 4,000 records

LinkedIn Personal Profile Validation (Human QA) – Up to 2,000 records

CRM & Campaign Orchestration: Limits by Package (Projects per Month)

Sales Campaigns Under Management – Up to 3

Leads / Contacts Managed – 2,500

Accounts / Companies Managed – 1,000

Opportunities / Deals Managed – 500

Package Deliverables

SOP Creation & Editing – Yes

CRM Tools – HubSpot + Salesforce

CRM Strategy – Yes

CRM Design – Yes

TAM Mapping (Finding New Accounts & Contacts) – Yes

Reporting & Analytics – Setup of custom dashboards and reporting tools.

Automation – Basic automation workflows (e.g., email sequences, task automation).

Email Template Creation – Basic email templates and campaign setup.

Integration Support – Integration with one additional tools

Social CRM Integration – Basic social media monitoring integration.

Support Access

Live Availability per Day – Until 3 PM EST

Live Customer Calls – Yes

Verbal English Proficiency – Conversational Customer Support

Dedicated Project Manager – Yes

Dedicated WhatsApp Group – Yes

Dedicated Trello Board – Yes

Premium Package

Starts at
$4,997/month

Sales Data Enrichment: Limits by Package (Records per Month)

Enriched Email Records (Clay-to-Zero Bounce) and/or Voila Norbert – Up to 20,000 records

Validating Existing Mobile Phone Numbers (Clay-to-SureConnect) – Up to 3,000 records

Finding New Mobile Phone Numbers (Clay-to-SureConnect) – Up to 3,000 records

Clay 100% Enriched Account Records (Total Firmographic information) – Up to 1,500 records

Clay 100% Enriched Contact Records (Total Demographic information) – Up to 1,500 records

LinkedIn Corporate Account Validation (Human QA) – Up to 6,000 records

LinkedIn Personal Profile Validation (Human QA) – Up to 3,000 records

CRM & Campaign Orchestration: Limits by Package (Projects per Month)

Sales Campaigns Under Management – Up to 10

Leads / Contacts Managed – 5,000

Accounts / Companies Managed – 2,500

Opportunities / Deals Managed – 1,000

Package Deliverables

SOP Creation & Editing – Yes

CRM Tools – Will cross-train into your custom CRM

CRM Strategy – Yes

CRM Design – Yes

TAM Mapping (Finding New Accounts & Contacts) – Yes

Reporting & Analytics – Custom dashboards
with KPI tracking.

Automation – Custom automation workflows tailored to different business processes.

Email Template Creation – Custom email templates
and campaign setup.

Integration Support – Integration with two additional tools.

Social CRM Integration – Full social media integration with CRM, including engagement tracking.

Training & Documentation – 2 live training sessions
with team members.

Support Access

Live Availability per Day – Until 3 PM EST

Live Customer Calls – Yes

Verbal English Proficiency – Conversational Customer Support

Dedicated Project Manager – Yes

Dedicated WhatsApp Group – Yes

Dedicated Trello Board – Yes

Categories

Starter Package

Starts at
$3,699/month

Core Package

Starts at
$4,699/month

Premium Package

Starts at
$5,699/month

Tools

Frame 1912202457 1
Frame 1912202457 1
Frame 1912202450 1
Frame 1912202450 1
Frame 1912202450 1 1
Frame 1912201116 4
Frame 1912202460

Sales Data Enrichment: Limits by Package (Records per Month)

Enriched Email Records (Clay-to-Zero Bounce) and/or Voila Norbert

Validating Existing Mobile Phone Numbers (Clay-to-SureConnect)

Finding New Mobile Phone Numbers (Clay-to-SureConnect)

Clay 100% Enriched Account Records (Total Firmographic information)

Clay 100% Enriched Contact Records (Total Demographic information)

LinkedIn Corporate Account Validation (Human QA)

LinkedIn Personal Profile Validation (Human QA)

Sales Data Enrichment: Limits by Package (Records per Month)

Up to 5,000 records

Up to 1,000 records

Up to 1,000 records

Up to 500 records

Up to 500 records

Up to 3,000 records

Up to 1,500 records

Sales Data Enrichment: Limits by Package (Records per Month)

Up to 10,000 records

Up to 2,000 records

Up to 1,500 records

Up to 750 records

Up to 750 records

Up to 4,000 records

Up to 2,000 records

Sales Data Enrichment: Limits by Package (Records per Month)

Up to 20,000 records

Up to 3,000 records

Up to 3,000 records

Up to 1,500 records

Up to 1,500 records

Up to 6,000 records

Up to 3,000 records

CRM & Campaign Orchestration: Limits by Package (Projects per Month)

Sales Campaigns Under Management

Leads / Contacts Managed

Accounts / Companies Managed

Opportunities / Deals Managed

CRM & Campaign Orchestration: Limits by Package (Projects per Month)

1

1,000

500

250

CRM & Campaign Orchestration: Limits by Package (Projects per Month)

Up to 3

2,500

1,000

500

CRM & Campaign Orchestration: Limits by Package (Projects per Month)

Up to 10

5000

2,500

1000

Package Deliverables

SOP Creation & Editing

CRM Tools

CRM Strategy

CRM Design

TAM Mapping (Finding New Accounts & Contacts)

Reporting & Analytics

Automation

Email Template Creation

Integration Support

Social CRM Integration

Training & Documentation

Social Media Management

HubSpot

Setup of basic dashboards and reporting tools

Social Media Management

HubSpot + Salesforce

Setup of custom dashboards and reporting tools.

Basic automation workflows (e.g., email sequences, task automation).

Basic email templates and campaign setup.

Integration with one additional tools

Basic social media monitoring integration.

Social Media Management

Will cross-train into your custom CRM

Custom dashboards
with KPI tracking.

Custom automation workflows tailored to different business processes.

Custom email templates
and campaign setup.

Integration with two additional tools.

Full social media integration with CRM, including engagement tracking.

2 live training sessions
with team members.

Support Access

Live Availability per Day

Live Customer Calls

Verbal English Proficiency

Dedicated Project Manager

Dedicated WhatsApp Group

Dedicated Trello Board

Social Media Management

Until 12 pm EST

Best Efforts Availability

Conversational Customer Support

Social Media Management

Until 3 PM EST

Conversational Customer Support

Social Media Management

Until 3 PM EST

Conversational Customer Support

Starter Package

Starts at
$3,699/month

Sales Data Enrichment: Limits by Package (Records per Month)

Enriched Email Records (Clay-to-Zero Bounce) and/or Voila Norbert – Up to 5,000 records

Validating Existing Mobile Phone Numbers (Clay-to-SureConnect) – Up to 1,000 records

Finding New Mobile Phone Numbers (Clay-to-SureConnect) – Up to 1,000 records

Clay 100% Enriched Account Records (Total Firmographic information) – Up to 500 records

Clay 100% Enriched Contact Records (Total Demographic information) – Up to 500 records

LinkedIn Corporate Account Validation (Human QA) – Up to 3,000 records

LinkedIn Personal Profile Validation (Human QA) – Up to 1,500 records

CRM & Campaign Orchestration: Limits by Package (Projects per Month)

Sales Campaigns Under Management – 1

Leads / Contacts Managed – 1,000

Accounts / Companies Managed – 500

Opportunities / Deals Managed – 250

Package Deliverables

SOP Creation & Editing – Yes

CRM Tools – HubSpot

CRM Strategy – Yes

CRM Design – Yes

TAM Mapping (Finding New Accounts & Contacts) – Yes

Reporting & Analytics – Setup of basic dashboards and reporting tools

Support Access

Live Availability per Day – Until 12 pm EST

Live Customer Calls – Best Efforts Availability

Verbal English Proficiency – Conversational Customer Support

Dedicated Project Manager – Yes

Dedicated WhatsApp Group – Yes

Dedicated Trello Board – Yes

Core Package

Starts at
$4,699/month

Sales Data Enrichment: Limits by Package (Records per Month)

Enriched Email Records (Clay-to-Zero Bounce) and/or Voila Norbert – Up to 10,000 records

Validating Existing Mobile Phone Numbers (Clay-to-SureConnect) – Up to 2,000 records

Finding New Mobile Phone Numbers (Clay-to-SureConnect) – Up to 1,500 records

Clay 100% Enriched Account Records (Total Firmographic information) – Up to 750 records

Clay 100% Enriched Contact Records (Total Demographic information) – Up to 750 records

LinkedIn Corporate Account Validation (Human QA) – Up to 4,000 records

LinkedIn Personal Profile Validation (Human QA) – Up to 2,000 records

CRM & Campaign Orchestration: Limits by Package (Projects per Month)

Sales Campaigns Under Management – Up to 3

Leads / Contacts Managed – 2,500

Accounts / Companies Managed – 1,000

Opportunities / Deals Managed – 500

Package Deliverables

SOP Creation & Editing – Yes

CRM Tools – HubSpot + Salesforce

CRM Strategy – Yes

CRM Design – Yes

TAM Mapping (Finding New Accounts & Contacts) – Yes

Reporting & Analytics – Setup of custom dashboards and reporting tools.

Automation – Basic automation workflows (e.g., email sequences, task automation).

Email Template Creation – Basic email templates and campaign setup.

Integration Support – Integration with one additional tools

Social CRM Integration – Basic social media monitoring integration.

Support Access

Live Availability per Day – Until 3 PM EST

Live Customer Calls – Yes

Verbal English Proficiency – Conversational Customer Support

Dedicated Project Manager – Yes

Dedicated WhatsApp Group – Yes

Dedicated Trello Board – Yes

Premium Package

Starts at
$5,699/month

Sales Data Enrichment: Limits by Package (Records per Month)

Enriched Email Records (Clay-to-Zero Bounce) and/or Voila Norbert – Up to 20,000 records

Validating Existing Mobile Phone Numbers (Clay-to-SureConnect) – Up to 3,000 records

Finding New Mobile Phone Numbers (Clay-to-SureConnect) – Up to 3,000 records

Clay 100% Enriched Account Records (Total Firmographic information) – Up to 1,500 records

Clay 100% Enriched Contact Records (Total Demographic information) – Up to 1,500 records

LinkedIn Corporate Account Validation (Human QA) – Up to 6,000 records

LinkedIn Personal Profile Validation (Human QA) – Up to 3,000 records

CRM & Campaign Orchestration: Limits by Package (Projects per Month)

Sales Campaigns Under Management – Up to 10

Leads / Contacts Managed – 5,000

Accounts / Companies Managed – 2,500

Opportunities / Deals Managed – 1,000

Package Deliverables

SOP Creation & Editing – Yes

CRM Tools – Will cross-train into your custom CRM

CRM Strategy – Yes

CRM Design – Yes

TAM Mapping (Finding New Accounts & Contacts) – Yes

Reporting & Analytics – Custom dashboards
with KPI tracking.

Automation – Custom automation workflows tailored to different business processes.

Email Template Creation – Custom email templates
and campaign setup.

Integration Support – Integration with two additional tools.

Social CRM Integration – Full social media integration with CRM, including engagement tracking.

Training & Documentation – 2 live training sessions
with team members.

Support Access

Live Availability per Day – Until 3 PM EST

Live Customer Calls – Yes

Verbal English Proficiency – Conversational Customer Support

Dedicated Project Manager – Yes

Dedicated WhatsApp Group – Yes

Dedicated Trello Board – Yes

NOTE: The term “Days” in this context pertains to working days observed from Monday to Friday, with Saturdays and Sundays designated as weekends. Any feedback provided during the working days will be processed within 24-48 hours from submission.

Accelerate Sales with Clean Data Workflows

Step-by-step process timeline

The Tools Behind Our Expertise

Our offshore talents are proficient with these advanced tools. Let’s build something together wherever you are.

Sales Support as-a -Service Page - (all logos)

You are 3 steps away from Success

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Step 1

Make the purchase.

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Step 2

Fill up the onboarding form.

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Step 3

Onboarding meeting & execution.

Frequently Asked Questions

Still have questions?
Mail us at [email protected]

Sales Data & CRM Optimization provides administrative service to your sales team, handling tasks from CRM management to list building, thereby freeing up your salespeople to focus more on selling.

By offloading administrative tasks to our sales support, each seller can reclaim one day per week, allowing them to focus on engaging with clients and closing deals, thus potentially increasing your sales and revenue.

We onboard you within a week of your payment, and our sales support rep starts working on your project as soon as tasks are given. You will see results in 2 weeks of subscription.

We aim to work within your natural workflow (email and/or WhatsApp) for all tasks and projects. We manage everything within our tech stack. If the project requires a license to a special tool/platform to complete the project, we’ll let you know.

We have Standard Operating Procedures for general Sales Data & CRM Optimization (data collecting and enrichment, CRM updates, lead processing, etc.). For anything specific to you, we will document a playbook.

Unsure? Let’s have a chat.

Book a meeting and let us explain how Sales Data & CRM Optimization can benefit your sales team.

Sales Support as a Service /Sales Data & CRM Optimization

“I also want to assure you that having GetLevrg work with us is a game changer in terms or our online presence, our website presence, and – I can’t emphasize this enough – my sanity. Nuzhat, Shadab and Liam are amazing. They are organized, proactive, always checking to see what they can do to better help us, and continually give us suggestions on how to leverage them in ways we wouldn’t know to ask for.

Shadab in fact managed to talk our CRO, who is literally – and ironically – allergic to technology, through downloading two apps and signing onto multiple screens so that you all could assist us in using LinkedIn to set meetings for an upcoming show – an effort on Shadab’s part that roughly equates to calmly leading a panicked horse out of a burning barn.

I do not know who in leadership reviews your CSAT feedback, but I would like to assure you, and them, that had I actually given it, the feedback would be “Outstanding” with “Lifesaver” written in the comments section.”

Hope Eyre

VP, Marketing & Alliances

Go-To-Market (GTM) Administration

1. Common projects and outcomes

2. How we execute these workflows

Go-To-Market (GTM) Administration

1. Common projects and outcomes

2. How we execute these workflows

LinkedIn Engagement

1. Common projects and outcomes

2. How we execute these workflows

3. Examples

Sales Data & CRM Optimization

1. Common projects and outcomes

2. How we execute these workflows

3. Examples

Website Optimization

1. Common projects and outcomes

2. How we execute these workflows

3. Examples

Video Editing

1. Common projects and outcomes

2. How we execute these workflows

3. Examples

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Social Media & Content Marketing

1. Common projects and outcomes

2. How we execute these workflows

3. Examples

Joseph Hillock - Client Focus LLC Video Testimonial
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JAMES MCGRATH - MSP Empellor CRM Video Testimonial
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Miles Kailburn - CEO - .OTM
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Thomas-Buchanan