- Run research on target contacts/accounts using provided AI tools (e.g., Claude).
- Critically review AI-generated output for accuracy, completeness, and plausibility.
- Identify when AI output is incomplete, inaccurate, or needs additional verification.
- Update and maintain clean, accurate contact/account records in Salesforce (CRM/Sales side).
- Apply understanding of business model and target profiles to judge contact/account relevance.
- Flag ambiguous or low-confidence findings to the enablement team.
- Maintain confidentiality of all company and prospect data per NDA.
SalesforceLead GenerationCRM