Use Cases — CRM

Contact Enricher

Automatically enriches CRM contact and account records with missing data — company size, industry, role, LinkedIn profile — keeping your database accurate without manual research.

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Billing unit

Per contact enriched

Pay only for the value delivered. No upfront cost.

The result

Every contact record has complete, current data. Segmentation becomes accurate. Marketing and sales personalization improves measurably.

The problem

What happens without this agent.

Before

CRM records are created with minimal data and never updated. Segmentation is unreliable because the data is incomplete. Personalization is impossible at scale.

How it works

Step by step: how the Contact Enricher operates.

Every action is logged, auditable, and executed inside your Microsoft 365 environment. Nothing leaves your tenant.

  1. 1

    Agent runs a weekly scan of CRM for incomplete contact and account records

  2. 2

    Identifies missing fields: company size, industry, role, country

  3. 3

    Enriches records using integrated data sources and M365 signals

  4. 4

    Flags ambiguous cases for human review instead of auto-filling

  5. 5

    Generates weekly data quality score showing improvement over time

  6. 6

    Logs all enrichment actions for audit trail

Why it matters

Built for your CRM & Customer Success team.

The Contact Enricher is designed specifically for CRM & Customer Success processes. It connects to your existing systems, works inside your Microsoft 365 environment, and delivers measurable results from day one.

  • Zero upfront cost

    Development is fully covered. You pay only per contact enriched, starting from the first one the agent handles.

  • Inside your perimeter

    The agent operates entirely within your Microsoft 365 tenant. No data is shared with third-party platforms.

  • Agreed metrics, transparent pricing

    Before deployment, we agree what success looks like and how much each action costs. No surprises.

  • Production-ready in weeks

    We scope, build, and deploy in a structured sprint. Your team sees results within the first billing cycle.

Before vs. After

Without the agent

CRM records are created with minimal data and never updated. Segmentation is unreliable because the data is incomplete. Personalization is impossible at scale.

With the agent

Every contact record has complete, current data. Segmentation becomes accurate. Marketing and sales personalization improves measurably.

FAQ

Common questions about the Contact Enricher.

What does the Contact Enricher do?
Automatically enriches CRM contact and account records with missing data — company size, industry, role, LinkedIn profile — keeping your database accurate without manual research.
What is the business impact of the Contact Enricher?
Every contact record has complete, current data. Segmentation becomes accurate. Marketing and sales personalization improves measurably.
How is the Contact Enricher deployed?
The Contact Enricher is deployed directly inside your Microsoft 365 environment. It integrates with your existing tools — Teams, SharePoint, your CRM & Customer Success systems — through secure MCP connectors. There is zero upfront cost: the agent is built to your specifications and you pay only per contact enriched.
How much does the Contact Enricher cost?
The Contact Enricher follows theywork365's pay-per-action model: you pay only per contact enriched, with no upfront development fee. Pricing is agreed before deployment based on your expected usage volume. This means the ROI is calculable from day one.
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