Selected work / 03 · Company research · CRM support
Research people can work with.
AI-assisted company research supporting the work behind business relationships.
The engagement
Practical work, with people responsible.
These examples show where context, clear instructions and review matter. Explore agentic AI lessons to practise those skills yourself.
The starting point
A client needed to work through a large volume of company research as part of its customer relationship management process.
Waymark’s contribution
Waymark used AI to support information gathering and help make company information more usable for the people developing business relationships.
From input to usable work
Starting information
Company research needs
Waymark’s work
AI-assisted information gathering
Resulting handoff
Research supporting CRM work
An anonymized account of the engagement. Client records and measured performance results are not published here.
The technology
Tools connected to the work.
A closer look at the platforms and their role in the engagement.
- HubSpot
- Web research & extraction
View technologies
- HubSpot
The CRM used in the company-research work. HubSpot supports company records and their relationships with other CRM records.
Documentation for HubSpot - Web research & extraction
Information gathering supported the company-research work. The process helped make company information usable for business relationships.
Documentation for Web research & extraction
Start with one workflow
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