Data Agents

Consider your data problem solved.

Make your CRM the most accurate it’s ever been. AI agents go into your Salesforce records, fix what’s broken, and keep it that way.
Overview

Agents built to fix the data itself.

What they are
Data Agents work directly in Salesforce, fixing the hierarchies, duplicates, gaps, and errors that pile up over time.
Enrich, deduplicate, and correct every record, and stay on it
Map hierarchies and relationships as companies merge and restructure
Standardize names, fields, and formats across your org
Who they’re for

Built for RevOps, Sales Ops, and Salesforce admin teams: the people who own data quality at scale.

Teams stretched thin by manual data cleanup
Organizations running advanced routing and hierarchy models
Companies preparing their CRM for AI that acts on the data
What they deliver

Keeping CRM data accurate still comes down to provider feeds, spreadsheets, and manual cleanup. Data Agents change that:

Missing fields filled and hierarchies completed, beyond your provider
Duplicates, junk, and inconsistencies caught before they spread
Every record classified, scored, and current as the market moves
The difference

Agents consume.
Data Agents improve.

Other agents inherit your data problems. Ours solve them. Data Agents go into the record itself, fix what’s broken, and make the data worth trusting before anything else acts on it. This is the data layer your whole go-to-market stack sits on.

They work where your data lives

Inside your org, on the same records your team uses every day.

They shape data to how you sell

Most data is one-size-fits-all, and teams bend the business to fit it. Data Agents work the other way around: every record classified, segmented, and structured your way.

They lift everything downstream

Routing, scoring, reporting, and every other agent you run all read from data that’s right.

Salesforce record without vs with Data Agents
Capabilities

Fix the data. All of it.

One mission: every record accurate, complete, and shaped to how you sell.

Hierarchy Mapping

Builds corporate structure from ownership and operating relationships, including subsidiaries your provider doesn’t track.

Match Intelligence

Finds account records that represent the same company, including matches your rules and providers would miss.

Enrichment

Fills missing fields from your own records and the open web, tailored to how you sell.

Normalization

Standardizes names, titles, and fields across every record so matching, reporting, and segmentation work as needed.

Validation

Catches bad records and verifies accuracy before anything is written. No provider is 100% correct.

Detection

Monitors news and filings to catch M&A and restructures months before your provider notices.

Classification

Applies your industry, vertical, segment, and territory definitions to every account so data reflects how you sell.

Account Scoring

Scores accounts for ICP fit, prioritization, and survivorship so reps know which records to focus on.

Data sources

Your sources, your call.

Most tools force you to pick a side: keep your data providers or go AI only. We don’t. Run the waterfall with your existing providers, or let the agents source everything themselves.

Keep what’s working

Your D&B or ZoomInfo contracts stay useful: agents pull from them first and fill only what they miss.

Tap sources no provider sells

What’s already sitting in your org, plus public filings and the open web.

Change the mix any time

Trust is set per source: you pick the order, and swap it as contracts and priorities shift.

The source waterfall
How a suggestion is made
Accuracy

Trust it because you can check it.

Data Agents are built to earn trust over time. They provide confidence scores, reasoning, source citations, and a human approval gate, so any answer can be verified in seconds. Start with every change reviewed, then let the agents take on more as the results prove out.

Every answer is verifiable

Suggestions cite their sources. Customers run this across hundreds of thousands of records and can verify any answer in seconds.

You set the threshold

Fully automated, partially reviewed, or nothing writes without your sign-off. Change the setting as trust builds.

It follows your rules

Suggestions come from the sources you choose, following the guardrails and definitions you set.

Results

Data Agents at work.

80,000 accounts classified

A global software company applied a custom taxonomy so sales could target by product fit, not just sector.

1.5M junk records flagged

A social platform sorts fraud and junk pouring in from web forms before reps waste time on them.

11,000 → 250 entities

Post-acquisition naming chaos standardized and resolved to unique entities so matching and reporting worked.

No false merges

A higher ed vendor kept lookalike department accounts distinct and backfilled thousands of missing IDs.

M&A caught as it happens

Detection surfaces acquisitions and restructures in real time, not months after the fact.

Hierarchies providers miss

Parent-child relationships for private companies, international entities, and complex structures.

Consider your data problem solved.

Built on Salesforce, by Salesforce experts. See what accurate data does for your whole go-to-market stack.

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