Enrich Smarter, Engage Better

Enrich Smarter, Engage Better

How We Built a Fully Automated CRM Enrichment Pipeline That Powers Personalised Outreach—Without Manual Research or Compliance Headaches

How We Built a Fully Automated CRM Enrichment Pipeline That Powers Personalised Outreach—Without Manual Research or Compliance Headaches

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Published: June 2025
Author: Jack Gardner, Founder of Dynamis

Why Relevance Trumps Volume

In today’s crowded inbox, blasting hundreds of generic emails just doesn’t work. What truly moves the needle is relevance—speaking to prospects with insight so sharp it feels like you’ve been in their shoes. Yet most teams get stuck in the weeds of manual research, spending hours on LinkedIn and corporate sites just to find one-to-two talking points per lead.

That’s why we built an AI‑driven enrichment engine at Dynamis. In under 30 minutes, it:

  1. Scrapes public web data to uncover company updates, product launches, and leadership moves.

  2. Summarises and structures each prospect’s unique story into fields like overview, triggers, and differentiators.

  3. Generates tailored insights—one‑sentence icebreakers that reference non-obvious details.

  4. Syncs directly into your CRM or SmartLeads campaigns for instant outreach.

No more manual drudgery. Just intelligent, personal outreach at scale.



Why Enrichment Is the Missing Layer

Most CRMs hold static firmographics—company size, industry, basic contact info. But those fields don’t tell you why now is the moment to reach out. Imagine instead:

With live triggers and insights embedded directly in your CRM, your team talks to people, not profiles.

For reference it took the system 57 seconds to retrieve this data along with a personalised email response:

Hi Jonathan,

Congrats on opening your new Manchester office and launching a Shadow Board for EDI and governance! Growth often creates bottlenecks—many leaders tell me they wish their processes scaled as fast as their revenue. We offer a bespoke service that maps out your current workflows and implements AI-driven automation so you can focus on the next phase without extra manual work.

Would you have 10 minutes this week to discuss how we could help streamline your operations?

Thanks,

Jack Gardner

Dynamis Consultancy

Key Benefits

Smarter CRM Enrichment

  • Real-Time Context: Capture funding news, product launches, and executive moves as structured CRM fields.

  • Actionable Summaries: 2–3 sentence overviews empower reps to understand each business at a glance.

💬 Hyper-Personalised Icebreakers

  • Observation + Question: One-sentence hooks referencing non-obvious details invite genuine curiosity.

  • Consistent Quality: AI ensures every insight meets your tone—spartan, confident, conversational.

⏱️ Massive Time Savings

  • 12 → 0.5 hours per 100 leads.

  • Swap hours of research for minutes of review—your team focuses on conversations, not clicks.

📈 Measurable Engagement Lifts

  • Reply Rates +22–25% in A/B tests, thanks to tailored context.

  • Data-driven improvements: refine prompts and triggers to keep raising the bar.

🔄 Seamless Stack Integration

  • Enriched records flow into Airtable, Salesforce, HubSpot, Smartlead, Instantly—no copy/paste.

  • GDPR compliance baked in: automatic unsubscribe handling and opt-out tracking.

What Goes In Your CRM

What Goes In Your CRM

Each lead profile now includes:

  • Contact Details: Full name, role, company domain

  • Business Overview: AI-summarised mission and offerings

  • Key Metrics: Growth rates, user counts, funding figures

  • Recent Triggers: Funding rounds, office openings, partnerships

  • Differentiators: Unique value props and features

  • Dynamic Insight: A one-sentence observation‑question to open the conversation

All fields are populated automatically—and ready for instant campaign building.

Built for Your Business

No two2 businesses are the same. We tailor every element:

  • CRM & Campaign Stack: Airtable, HubSpot, Salesforce, Smartlead or Instantly—your choice.

  • Audience & Tone: Enterprise or SMB; formal or friendly.

  • Compliance & Governance: GDPR, CAN-SPAM, and data-retention rules enforced automatically.

Whether you need enrichment before outreach, deeper sales‑call prep, or trigger‑based follow‑ups, we design the workflow to fit.

Want a Personalised Prospecting Engine Built for You?

Manual research doesn’t scale—but with the right automation, personalisation absolutely does.

At Dynamis, we help businesses turn static leads into actionable, context-rich profiles—and use that data to power respectful, high-impact outreach —so your team can focus on closing, not clicking

Book a free strategy call, and we’ll show you:

  • What your tailored automation stack could look like

  • How to align it with your target audience and messaging style

  • Where it plugs into your existing tools and outreach process

No off-the-shelf templates. Just a smart, scalable system built around your business.

Manual research doesn’t scale—but with Dynamis’s bespoke automation services, personalisation absolutely does.

At Dynamis, we partner with you to transform static lead lists into rich, context-driven profiles and then craft outreach that resonates—so your team can focus on closing deals, not chasing data.

If you’d like to explore how our consulting and implementation services can streamline your workflows and boost engagement, let’s have a no-obligation conversation. We’ll discuss:

  • Your existing processes and where automation can deliver the biggest ROI

  • How to tailor messaging to your ideal audience, without cookie-cutter templates

  • How it all slots into your current tools and CRM for seamless execution

No hard sells—just a friendly chat about making your outreach smarter.

Book a Strategy Call

Book a Strategy Call

Book a Strategy Call

Data Ethics & GDPR Compliance

We built this system with respect for data privacy—fully aligned with Dynamis’s privacy policy:

  • Public‑data only: Our enrichment relies exclusively on publicly available information—no hidden scraping or private data collection.

  • Legitimate interest basis: Consistent with GDPR and UK GDPR, our use of public info for B2B enrichment qualifies under legitimate interest as outlined in Dynamis’s privacy policy .

  • Transparency & rights: Clients can review, edit or remove enriched insights anytime; we honour all data subject rights under GDPR—including access, correction, erasure, and objection .

  • Privacy‑friendly outreach: Full respect for opt‑outs, sensitive‑content avoidance, and messaging that is transparent, contextual, and compliant.