DATA INTELLIGENCE FOR AGENCIES & PROFESSIONAL SERVICES
Your CRM data should be intelligent and actionable.
We make that happen.
We help agencies and professional services firms get their CRM data clean, enriched, and intelligent enough to actually act on.
TOOLS OF OUR TRADE
We work with your tech stack
WHO WE WORK WITH
Built for professional services & agencies (+ your clients).
Professional Services Firms
You have a CRM but nobody fully trusts what's in it. Leads fall through the cracks. We fix that in days, not months.
Marketing Agencies
Your clients have messy CRM data and no one focused on intelligence. You own the relationship. We deliver the layer that makes it matter.
CRM & RevOps Agencies
Your clients need data quality and reporting you don't currently offer. We fill that gap - or teach your team to do it themselves.
HOW WE ENGAGE
No long discovery. No open-ended retainers.
Step 1:
Free Audit
We start with a free CRM data audit. No commitment. You get a clear picture of what's broken and what's worth fixing.
Step 2:
Needs Assessment
Based on the audit, we recommend one or two focused services. You choose. Nothing is bundled or forced.
Step 3:
Structured, Rapid Delivery
our clients need data quality and reporting you don't currently offer. We fill that gap - or teach your team to do it themselves.
SERVICES
Focused. Fixed scope. Fast.
Every service is scoped, priced, and delivered in a defined timeframe. No scope creep. No ambiguity.
[START HERE] DATA AUDIT
[Free] CRM/ Sales Data Audit (30 Mins)
A diagnostic of the current state of your CRM. No cleanup, no pitch. Surfaces what's broken and prioritizes what matters.
Includes: data completeness review, duplicates flagged, pipeline health snapshot, prioritized findings summary.
Delivery: 1 day
Deep Data Audit (90 Mins)
The exteded version. More depth, more modules, includes a 30-minute readout call. Always reveals follow-on work.
Includes: everything in the free audit plus field-level analysis, scoring gaps, integration health check, readout call.
Delivery: 1–2 days
[ENRICHMENT] CRM DATA ENRICHMENT
CRM Hygiene Cleanup
Cleanup and backfill of existing CRM records. Missing fields populated, inconsistent data normalized, duplicates removed.
Includes: audit of current state, cleanup executed, normalization rules configured, summary report of what was fixed.
Delivery: 7-14 days depending on complexity
[INTELLIGENCE] CRM & SALES INTELLIGENCE
[Standard] Inbound Lead Enrichment
Every new lead that enters your CRM gets automatically enriched before anyone on the sales team sees it. Company size, industry, LinkedIn URL, decision maker info - all populated without manual research.
Includes: enrichment flow configured and live, field mapping documented, one week of monitoring, Loom walkthrough.
Delivery: 3–5 days
[Advanced] Inbound Intelligence Setup
The full inbound flow. Lead comes in, system enriches it, scores it against your ICP, and routes it automatically. Right rep notified, right sequence triggers, zero manual triage.
Includes: enrichment flow, scoring model, and routing logic connected. Process documented. Loom walkthrough. One week of monitoring.
Delivery: 5–7 days
Lead and Account Scoring
A scoring model that automatically rates every lead based on ICP fit. Defined in plain English. Sales team sees a score on every record and knows where to focus.
Includes: ICP definition session, scoring criteria documented, model configured in CRM, team walkthrough.
Delivery: 3–5 days
[Signals] Hiring Signals & Intent Monitoring
Notifies your sales team when a target account shows buying signals - hiring for relevant roles, funding rounds, leadership changes, tech stack additions.
Includes: signal criteria defined, monitoring configured, alerts routed into CRM or Slack, documentation of signals and suggested responses.
Delivery: 3–5 days
CRM/ Sales Intelligence Nerd-in-Chief
Sanat Sethi
Founder / Principal Consultant
Hi, I'm Sanat and I am the founder of TechNeeve. I started my career in Salesforce consulting, led CRM and Customer Analytics for Canada's largest innovation hub, and designed a Salesforce instance for a Canadian government federal program.
I founded TechNeeve as a boutique consultancy to deal with the most pressing issue in CRM and sales - data intelligence and automation. CRM without good data is extremely ineffective and that's the problem we actively target. It's been amazing watching the recent evolution in automation/AI/AI agent technology, and we help our clients understand and use them.
I have over 12 years of experience working across Salesforce, HubSpot, Attio, Zoho CRM, and more- some people have hobbies, I spend my time on CRM and data.
Start with the
Free Data Audit.
No commitment. No sales pitch. Just an honest look at your CRM data and a clear scorecard telling you exactly where you stand. If there's nothing broken, we'll tell you that too.