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Company database: 3 steps to optimise your CRM

Company database: 3 steps to optimise your CRM

Whether you’re a sales director or manager, these three steps help you clean, enrich and optimise your CRM to build a company database worthy of the name.
Published on31 October 2017
Updated23 October 2026
Reading2 min
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Whether you’re a sales director or a sales manager, you can help your teams be more effective in their prospecting. Here are 3 steps to follow to optimise your CRM and build a company database worthy of the name.

1. Clean and requalify your client file

Have you been using the same file for years? It might be time to refresh it! Especially if your sales reps complain about the many poorly filled-in contacts, or even a high proportion of people who have left the company. Inevitably, this bad information has a negative effect on your sales prospecting…

You probably don’t have time to go trawling the web to update all this information. Good news: Mixdata can do it for you!

We help you clean, dust off and enrich your data that’s lacking freshness, and update your CRM.

Among the bespoke services we offer:

  • updating the accounts and contacts in your database
  • enriching your database with new contacts, job functions and points of contact
  • legal and financial data (revenue, headcount, NAF, etc.)
  • or any information drawn from our 900 Smart Data criteria: technologies used on the company’s website, e-commerce or not, precise activity (keywords), language versions, and so on.

2. Find new, similar prospects

Another significant benefit of cleaning your CRM database is being able to analyse the precise characteristics of your clients: revenue, headcount, date of incorporation, international activity, digital maturity, capacity for innovation, and so on.

At Mixdata, we analyse and audit your database against 15 criteria using data drawn from Big Data. This lets you identify your strategic accounts and prioritise your prospecting towards “twin” accounts.

It’s then up to you to showcase your knowledge of one particular sector to convince your new prospects of your experience and convert them more effectively.

analysing and auditing a client and prospect database sales team B2B prospecting CRM

Thanks to Mixdata, you can also launch ultra-targeted campaigns on precise criteria. Our sales prospecting tool is ideal for finding new prospects, including in niche sectors. By pairing these campaigns with your Inbound Marketing strategy and your inbound calls, you make sure your pipe stays full.

3. Use your CRM well

To set a course and be able to steer your sales team’s results, you’ve probably set SMART objectives. And to reach them, you need a certain volume of new prospects, then phone calls and possibly face-to-face meetings.

With Mixdata, you can provide these B2B prospecting inputs for a whole network of agencies if you wish! It’s up to you to dispatch the contacts well so you feed prospects to all your sales teams.

What’s more, connectors exist between Mixdata and the main CRMs on the market (Salesforce, Pipedrive, Hubspot, etc.). In a single click, you’ll be able to create pipelines or leads automatically, or add new accounts. The new prospects you’ve identified will be exported straight into your CRM (legal and financial information, contacts and contact details, etc.). And there you go, like magic!

In conclusion, your CRM tool can help you prospect more effectively by distributing contacts across your sales team. And with Mixdata, you can also uncover perfectly targeted new prospects to feed your CRM continuously. So get in touch now for a free demo!

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L’auteur

MX
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.
  • 31 October 2017Article published.
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