The business problem
Outdated employers, duplicate accounts and conflicting fields undermine more than a contact list. They affect who owns a lead, what a report says and which people enter a campaign. Another enrichment feed does not settle which changes your team should trust.
The intended outcome
A dependable account and contact foundation, with proposed changes separated from approved updates. Your team can see what changed, why it changed and which records still need a decision.
Look for fewer recurring data exceptions and fewer wrong account handoffs. Count approved, useful changes rather than raw enrichment responses.
A concrete example
Illustrative example, using fictional data. A fictional account manager’s champion moves to a new company. The workflow flags the relationship change and proposes an update without discarding the original account history. The owner reviews the evidence before the new employer changes routing or outreach.
The workflow
01
Read existing records
Keep the account identity and current relationship.
02
Compare fresh evidence
Check employment, contact and account context.
03
Propose changes
Separate supported updates from conflicting values.
04
Apply reviewed updates
The authorized CRM workflow owns the write.
Reviewed account changes and an exception queue, with relationship history preserved.
Supporting evidence
Adapt started with TAM enrichment and exposed duplicate fields, duplicate data and inconsistent CRM modelling. The shared account foundation made those inconsistencies visible to the team.
Find the guide and implementation
Start with the guide
The procedures, commands and review checks live in Docs.
Choose the implementation
A prebuilt Play can supply a step. Your own workflow owns the complete business decision and handoff.
Check a contact’s current employment before a CRM update.
Refresh account context from a company name or domain.