From Dirty CRM Data to Trusted Account Intelligence: A RevOps Playbook for AI Readiness

<p>Your CRM cleanup is finally done.</p><p>The fields are filled in. Duplicates are under control. Your enrichment vendors are connected.</p><p><strong>Now what?</strong></p><p>Because cleaner records alone don't necessarily lead to better targeting, more confident sellers, or AI workflows you can actually trust.</p><p>The bigger RevOps challenge is turning all that data into <strong>account intelligence the business can act on.</strong></p><p>In this session with <strong>HG Insights and Clay</strong>, we’ll go beyond traditional CRM cleanup and explore how RevOps teams can build a more intentional approach to account data—from filling critical gaps to deciding which accounts are actually worth enriching and ultimately putting that intelligence to work inside AI-powered workflows.</p><p>At the center of the conversation is a practical <strong>Access-Prioritize-Activate framework</strong> you can use based on where your revenue organization is today:</p><p><strong>Access:</strong> Identify the data gaps preventing your team from getting a reliable view of its accounts.</p><p><strong>Prioritize:</strong> Determine which accounts matter before spending time and budget enriching everything.</p><p><strong>Activate:</strong> Put trusted account intelligence to work across your GTM motion, including AI-powered workflows.</p><p>The goal isn't simply a more complete CRM. It's making better decisions about <strong>what data you need, where you need it, and what you're going to do with it.</strong></p><p></p><p>🔑 <strong>Key Takeaways</strong></p><ul><li><p>Why traditional <strong>CRM cleanup projects</strong> often fail to create lasting GTM value</p></li><li><p>How to assess your current data approach and determine the right <strong>enrichment strategy</strong></p></li><li><p>When to <strong>access trusted data, prioritize and enrich accounts, or activate intelligence through AI</strong></p></li><li><p>How to move beyond <strong>field completion</strong> toward actionable account intelligence</p></li><li><p>A practical <strong>Access-Prioritize-Activate framework</strong> you can apply to your own revenue data strategy</p><p></p></li></ul><p><strong>🎙️Speakers:</strong></p><ul><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="https://www.linkedin.com/in/spencer-hardey/" title="https://www.linkedin.com/in/spencer-hardey/">Spencer Hardey</a> | VP of Business Operations at HG Insights</p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="https://www.linkedin.com/in/harikumar0/" title="https://www.linkedin.com/in/harikumar0/">Hari Kumar</a> | Product at Clay</p></li><li><p><a target="_blank" rel="noopener noreferrer nofollow" href="https://www.linkedin.com/in/matthewvolm/" title="https://www.linkedin.com/in/matthewvolm/">Matthew Volm</a> | CEO & Founder at RevOps Co-op</p></li></ul><p></p><p></p><p>Not a member of the RevOps Co-op yet? <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.revopscoop.com/membership/join-the-club" title="https://www.revopscoop.com/membership/join-the-club">Join here</a> to connect with 20,000+ pros who love revenue operations!</p>