• Review and restructure CRM architecture to ensure contacts, companies, deals and activities are logically organised and usable by the sales team.

• Improve pipeline structure, reporting and workflows so that activity translates into visible commercial progression rather than fragmented records.

• Align the CRM with real sales processes, ensuring the system reflects how the business actually sells rather than forcing teams into inefficient workarounds.

• Clean, standardise and structure existing records so that company, contact and industry information is consistent and searchable.

• Add missing decision-maker details, role context and company intelligence to make records commercially useful for outreach and account planning.

• Remove duplicates, correct outdated entries and introduce consistent formatting to improve overall data quality and usability.

• Build fresh target datasets based on agreed ideal customer profiles, sectors, regions and decision-maker roles.

• Source professional contact information and company intelligence suitable for legitimate B2B outreach activity.

• Ensure data collection and usage follows recognised compliance standards, allowing clients to operate responsibly while expanding their prospect universe.