CRM Foundation & Governance
Keep the whole database complete and current, without buying a list every quarter.
An always-on enrichment engine that keeps every CRM record complete and current, firmographics and, for life sciences, NPI-stamped HCP and HCO identity, via provider waterfalls and matching, not one-time list buys.
Half our records are missing fields or out of date. How do we keep them current at scale?
Periodic list buys enrich a slice of the database once, then it decays again, and in life sciences the stakes are higher because HCP and HCO identity drives targeting, compliance, and territory. This project replaces the quarterly scramble with a perpetual engine that enriches continuously and writes to the right canonical record.
What's included
Waterfall enrichment workflow
A provider waterfall, Apollo, Clay, and firmographic sources in priority order, with a re-enrichment cadence so coverage stays current.
External database matching
Matching that ties internal records to authoritative external sources, with confidence scoring so you trust what gets written.
NPI-stamped identity
For life sciences: the NPI as the master key, records matched back to NPPES with layered logic, and HCP and HCO records with affiliations.
Canonical account resolution
Accounts resolved to one canonical record so enrichment writes to the right place rather than spawning new duplicates.
How it works
- 1
Design the waterfall
We sequence providers by coverage and cost and set the re-enrichment cadence the database needs.
- 2
Match and score
We match internal records to external and NPPES sources with confidence scoring, including layered NPI logic.
- 3
Resolve and write
We resolve to canonical accounts and wire the enrichment to write cleanly and continuously.
What you walk away with
- A waterfall enrichment workflow across providers, with a re-enrichment cadence
- External-database matching with confidence scoring
- NPI-stamped HCP and HCO identity matched to NPPES
- Enrichment that writes to one canonical account, perpetually current
Frequently asked
- Why a waterfall instead of one provider?
- No single provider covers everything. A sequenced multi-provider waterfall, typically three to four sources, lifts match rates well above any single source while controlling cost.
- Should we clean the data first?
- Results are cleanest after CRM Data Hygiene, because enrichment writes to canonical records. We can sequence the two so enrichment lands on resolved accounts.
Make stale records a solved problem
Book a consultation to stand up an always-on enrichment engine with NPI-grade identity for life sciences.
Where this leads next
Pipeline & Forecasting
Turn complete, current records into a pipeline and forecast leadership can commit to.
Explore the project
When identity needs to span systems
When enriched identity has to resolve across CRM, clinical, and field systems, Data Solutions builds a Single Customer View, one trusted, activatable profile per customer.