Field-Level Enrichment Map
Map every CRM field that receives enrichment data. Identify overlaps, gaps, and governance issues.
Mark X where each tool CAN enrich this field. Multiple X's = overlap to resolve. Use to assign primary ownership.
Score Summary
Overall assessment and section-by-section scoring breakdown. Scores update in real-time as you complete the assessment.
Scoring Guide
Rate each item 1-5 using the definitions below. Section ratings are derived from the percentage of possible points scored.
Critical Gap
No capability, process, or tool in place. Immediate risk to data quality and revenue operations. Requires urgent remediation.
Below Standard
Some effort exists but is ad-hoc, undocumented, or inconsistent. Major gaps vs. best practice. Needs significant improvement.
Acceptable
Functional process in place but with notable gaps. Meets minimum requirements but leaves value on the table. Room for optimization.
Strong
Well-designed, documented, and actively managed. Aligned with best practices. Minor refinements could improve further.
Best-in-Class
Exceeds best practices. Fully automated, measured, and continuously optimized. Could serve as a reference implementation.
Section Rating Thresholds
| Score Range | Rating | Meaning |
|---|---|---|
| 80-100% | Strong | Section is well-managed and aligned with best practices |
| 60-79% | Acceptable | Functional but with meaningful gaps to address |
| 40-59% | Below Standard | Significant gaps that are likely impacting revenue outcomes |
| Below 40% | Critical Gap | Fundamental issues requiring immediate attention |
Enrichment Tool Comparison Matrix
Click cells to toggle Y/N for each tool in the client's stack. Use to identify overlaps and gaps.
| Capability | Clay | ZoomInfo | Apollo | Clearbit / Breeze | Cognism | 6sense | Demandbase | Unify | Warmly | Lusha | LeanData | Openprise | FullEnrich |
|---|
