Clean, reliable, & actionable records built into CRM
Data enrichment, a new capability of the ShareBuilder Assistant that cleans, auto completes, and continually updates your company and contact records in real-time.
AI powered research assistant built to provide real-time and accurate data directly into ShareBuilder CRM.
Start with knowing a little bit about a company, to a complete profile with real contacts, and actionable insights.
Increase conversion rates of qualified leads in less time with personalized engagement with new insights.
Stop settling for stale contacts
& incomplete company records.
Stale data burns hours and kills your team’s momentum. Sellers chase bounced emails, call the wrong number, and second-guess the data in your CRM. In a world where sellers already juggle too much, every bad record adds context-switching and rework.
Automate sales research with the ShareBuilder Assistant
Understand your prospect, connect, & close the opportunity in less time.
Data Enrichment deeply integrates sales intelligence directly into ShareBuilder CRM. This capability of the ShareBuilder Assistant uses AI to automate the company and contact research to help shorten the sales cycle and grow revenue even faster. Data Enrichment automatically pulls trustworthy business and people data into ShareBuilder CRM, keeps it up-to-date, and gives every user the same complete view of Leads, Accounts, Agencies, Contacts and Activities—no extra steps required.
Complete & accurate Company profiles
Adds company-level facts you can filter, report on, or act against. Typical fields include status, phone and address lists, operating hours, web domain details, and social profiles. The Assistant gathers these by scanning public websites, social channels and other sources in just a few seconds.
The Assistant gets you connected with the right Contact
Automatically find the right contacts when adding new companies to CRM, or turn an email address, LinkedIn URL or phone number into a full contact record. Instantly get the right email address, phone numbers, work history, and more.
Better understand new contacts with AI Personas
The Assistant creates a DISC‑style persona snapshot for every enriched contact. This information is then summarized offering guidance on how to tailor communication to the contact’s decision‑making preferences. The contact’s key traits and personal interests are also provided to help make a better connection.
Learn More about DISC
Instantly understand a prospects pain points & custom solutions
By analyzing the contacts company, industry, location, services, products and even website text, the Assistant infers three likely pain points a prospect may be facing. These suggestions summarize a unique marketing plan specific to the prospect’s business and are grounded in our customers media solutions such as radio, TV and digital advertising.
Prepare for the first connection with recommended research steps
To help sales teams approach a new contact with confidence, the Assistant generates a list of recommendations highlighting what to research before reaching out. These tasks draw on the company and contact’s enrichment and incorporate the identified pain points.
Keep the conversation going with unique AI generated questions
Before the first connection, the Assistant proposes a set of questions tailored to the individual’s personality and the company’s context. Questions are based on the contact’s DISC persona, pain points and enriched company data. This personalized list helps sellers drive deeper discovery and keep the conversation moving.
Start the conversation with AI generated draft emails that convert
The Assistant can draft a concise cold‑email, complete with subject line, using all available enrichment and insights about the contact and their company. These drafts are designed to engage the recipient by addressing their pain points and aligning with their communication style.
Coming Soon
Move quicker, with less work, using Activity Enrichment
Activity Enrichment turns everyday emails and meetings into sales activity in CRM. It spots sentiment shifts so you can jump on risk or momentum early. It tags intent on each interaction to keep pipeline and forecasts honest. It also updates contact details from signatures, keeping CRM clean without manual work.
The Assistant instantly tags every sales activity with intent
The Assistant captures early signals in every interaction whether it’s an intent to buy, cancel, negotiate, or schedule a meeting. These tags not only keep your team informed but also feed into features like Precision Pending, enhancing accuracy and responsiveness faster than ever. With proactive alerts on possible issues or emerging opportunities, your team can address needs promptly and stay aligned with client expectations.
Track each contact and seller’s sentiment during the entire relationship
Imagine having the time to monitor the communication of every interaction, tracking the mood between your sales reps and their contacts over time. The Assistant analyzes every conversation, identifies positive engagement and flags negative shifts, allowing you to address issues proactively.
Automaticly update contacts with changes to their email signature
The Assistant keeps your contact records accurate by scanning email signatures for updates to names, titles, phone numbers, and other key details. This new ability ensures your CRM always reflects the latest information, saving your team time and ensuring you’re never out of sync with your contacts.
Summarize individual and long email threads
Quickly condense lengthy emails and complex threads into concise summaries. The Assistant offers a clear snapshot of key information, next steps, and actionable suggestions. This feature saves you time by providing a quick overview, so you can catch up on essential details and move forward without wading through extensive back-and-forth communication.