About the client
Sustainable Industries is a CommonShare business line focused on sustainability-driven market development, where the quality of prospect data directly affects sales targeting, outreach, and product adoption.
The engagement focused on building the data layer behind sales execution: finding relevant market data, cleaning it, selecting the right companies, preparing usable lists, and supporting the sales team in understanding how to communicate the product.
Goals
Extract useful company and market data from scattered sustainability-related sources.
Clean, deduplicate, normalize, and structure the data into sales-ready formats.
Select the right companies and segments for the sales team to target.
Support sales calls and internal training so the team could present the product clearly.
The Need
To create a practical data enablement layer for Sustainable Industries — transforming raw, scattered sustainability market data into qualified, cleaned, and prioritized prospect intelligence for the sales team.
Challenges
Useful prospect information lived across fragmented sources, requiring extraction, cleaning, consolidation, and commercial interpretation before sales could use it.
The output had to be more than a raw list: records needed deduplication, normalization, relevance filtering, and practical fields for outreach.
Sales needed clean target lists plus context around why the product mattered and how to communicate it to prospects.
Targeting depended on reliable company selection, clean fields, relevant segmentation, and data that the sales team could trust.
Prepared data had to connect with CRM usage and sales processes so it could move directly into outreach and follow-up.
Solution Development
A complete data function spanning engineering, analytics, sustainability data management, CRM support, team leadership, recruitment, and business enablement.
Created extraction workflows to gather relevant sustainability and industry data from scattered sources and prepare it for commercial use.
Cleaned, normalized, deduplicated, and structured datasets so sales could work from reliable company and contact information.
Reduced repetitive manual work by automating recurring extraction, manipulation, preparation, and reporting tasks.
Selected and prioritized the most relevant companies and segments so the sales team could focus on high-potential opportunities.
Prepared targeted datasets, segmentation outputs, CRM-ready lists, and structured information for commercial execution.
Joined calls with the sales team to explain the product context, clarify the value proposition, and help them present the offer more effectively.
Prepared clean, usable datasets and target lists for outreach, CRM work, and sales follow-up.
Helped the sales team understand the product context, value proposition, and how to present it to prospects.
Participated in calls with the sales team to explain the product and improve the way it was presented commercially.
Scripts and repeatable workflows for extraction, cleaning, formatting, enrichment, and selection of prospect data.
CRM-ready formatting, list preparation, and structured records that reduced friction between data preparation and sales execution.
Worked directly with sales teams to explain how to position the Sustainable Industries product and use the prepared data.
Managed communication between data, sustainability, sales, marketing, events, operations, and leadership teams.
Capabilities Used
A practical data stack built around automation, structured storage, analytics, reporting, CRM support, and team-scale workflows.
Achieved Results
Sales-ready
Raw sustainability and market data became structured, cleaned, prioritized, and usable for sales targeting.
Targeted
Created structured, cleaned, and prioritized datasets that sales teams could use directly for targeting and outreach.
Cleaner
Raw sustainability and market data became cleaner, less duplicated, and easier to use in CRM and outreach workflows.
Enabled
Sales targeting became more focused through better company selection, segmentation, and usable context around prospects.