Build your prospecting process directly into your business.

We map your target markets, CRM, data providers, approval responsibilities and delivery requirements into a practical implementation plan.

• ✓Sales-process discovery
• ✓CRM and field mapping
• ✓Targeting and quality standards
• ✓Ownership and approval design

Keystone configures the research and qualification process, links it to your selected providers and sends approved records to the correct CRM destination.

• ✓Company and buyer research
• ✓Contact discovery and verification
• ✓Duplicate and suppression controls
• ✓HubSpot or agreed CRM integration

Implementation includes testing, documentation, training and thirty days of launch support, with an agreed pathway for future improvements.

• ✓End-to-end testing
• ✓Team training
• ✓Operating documentation
• ✓Thirty-day launch support