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The client or company record: a 360° view of your strategic accounts

The client or company record: a 360° view of your strategic accounts

A CRM is only as good as its records. See what a complete Mixdata company record contains and how an update API keeps your strategic accounts fresh automatically.
Published on4 November 2019
Updated23 October 2026
Reading2 min
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We know all too well that a client database is only as effective as the client records it contains are up to date, complete and easy to access. How well your sales reps use your CRM depends heavily on it. An up-to-date CRM will always be used more than a database riddled with duplicates and wrong phone numbers…

What do we need in our CRM for it to become a genuinely useful everyday tool? What should we find on our company records to make the most of them?

Mixdata thinks about this all year round and strives to put together company records that are complete and tailored to your sales reality. You get a 360-degree view of the company, business indicators relevant to your business, you save time… and money 😉

What do you find on a typical client record on Mixdata.com?

. the identity: postal address, phone details, date of incorporation, legal form, share capital, SIREN, SIRET, secondary establishments and the company’s NAF codes

. financial markers (turnover, headcount, net profit, export turnover) tracked over time

. fundraising rounds

. related companies, with the related-companies graph

. the websites, with in-depth analysis of their technologies and semantics

. the current contacts within the company, with their role, work emails and social profiles

. legal events (change of director, relocation, merger, acquisition…)

. the profiles the company is recruiting

. press monitoring related to the company

What can you do with the content of a typical client record on Mixdata.com?

. update your existing database

. find new sales opportunities by acting on legal events, recruitment, growth…

. identify new decision-making contacts and reach out to them

. understand your clients better and adapt your pitch

. qualify an inbound lead and see at once whether it has potential or not

How do I bring a company record’s up-to-date data into my CRM?

Mixdata.com connects to most CRMs on the market and in a few clicks you transfer the data for the strategic accounts you care about. That way you avoid any data-entry errors and get the freshest possible data.

Mixdata also offers an API to update your database. You do nothing: we set up the data stream and you choose the update frequency.

For example, on the 1st of each month you can update all the contact details and financial data across every client record. The stream runs automatically.

If you too believe a 360° view of your clients is an asset for your sales reps, take a look at Mixdata!

Clean and enrich your database, and ask Mixdata for a hand in one click!

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L’auteur

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The Mixdata team
Data B2B · Boulogne-Billancourt

Mixdata runs a B2B prospecting SaaS platform for sales and marketing teams: 14,113,243 active companies with a SIRET number, 17,813,687 professional contacts and nearly 1,000 combinable criteria. Here, the team shares its targeting methods and field insights.

Historique

  • 23 October 2026Content updated.
  • 4 November 2019Article published.
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