Case studies

B2B data and research case studies.

See how better data, cleaner CRMs, and focused research helped B2B teams win more customers, reach more inboxes, and place more leaders.

Client projects

Selected case studies

Client names are withheld for confidentiality.

01
B2B SaaS

Building a high-quality prospect database for a B2B SaaS company

A B2B SaaS company was struggling with low-quality leads and an inefficient prospecting process. Its sales team needed a more focused database of decision-makers within its target market.

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Challenge

A B2B SaaS company was struggling with low-quality leads and an inefficient prospecting process. Its sales team needed a more focused database of decision-makers within its target market.

The challenge was not simply finding more contacts. The company needed the right companies and the right people.

Achivix approach

Achivix researched the client’s target market and built a custom database around the agreed ICP.

Researchers identified relevant companies, located decision-makers, researched contact information, and reviewed records before delivery.

AI-assisted research helped accelerate the discovery process, while human researchers reviewed the final data for relevance and accuracy.

What they needed

  • Target companies within their ICP
  • Relevant decision-makers
  • Accurate job titles and seniority
  • Verified business contact information
  • A structured database ready for outreach

Deliverable

A customized decision-maker database designed around the client’s target industry and sales requirements.

Reported result

  • Higher sales conversions
  • Faster outreach process

Key takeawayA smaller, more relevant prospect database can be more valuable than a large database filled with contacts that do not match the ICP.

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02
CRM data enrichment

Cleaning and enriching an outdated CRM for a financial services firm

The client’s CRM contained outdated and incomplete information.

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Challenge

The client’s CRM contained outdated and incomplete information.

Missing fields, old contact details, and incomplete company information were making it difficult for the sales team to identify and reach the right prospects.

Achivix approach

Achivix reviewed the existing CRM records and identified incomplete, duplicate, and outdated information.

The team then cleaned and standardized records, enriched missing information, and validated relevant contact and company fields.

Records that could no longer be confidently used were flagged for review or replacement.

What they needed

  • Data cleansing
  • Duplicate identification
  • Contact verification
  • Missing-field enrichment
  • Updated company information
  • A more reliable CRM database

Deliverable

A cleaned, validated, and enriched CRM database.

Reported result

  • Improved email deliverability
  • Higher engagement rates

Key takeawayCRM data quality directly affects outreach quality. Cleaning existing data can be as important as acquiring new prospects.

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03
Market expansion

Building a geo-targeted prospect database for a technology company

An IT solutions provider wanted to expand into new markets but did not have a reliable database of relevant businesses and decision-makers in those locations.

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Challenge

An IT solutions provider wanted to expand into new markets but did not have a reliable database of relevant businesses and decision-makers in those locations.

The company needed market-specific research rather than a generic global contact list.

Achivix approach

Achivix researched companies within the client’s target locations and identified relevant decision-makers based on role, seniority, industry, and company characteristics.

The final database was organized by market and enriched with relevant company and contact information.

What they needed

  • Target companies in selected markets
  • Industry-specific prospecting
  • Relevant decision-makers
  • Verified business contacts
  • Geographic segmentation

Deliverable

A geo-targeted B2B contact database for the client’s expansion markets.

Reported result

  • More new client acquisitions within three months

Key takeawayEntering a new market starts with knowing exactly which companies and decision-makers to target.

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04
Executive search

Executive-level research for an executive search firm

An executive search company needed to identify senior professionals and decision-makers within a specific industry.

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Challenge

An executive search company needed to identify senior professionals and decision-makers within a specific industry.

The requirement involved more than finding people with matching job titles. Candidates needed to meet specific professional, industry, experience, and seniority criteria.

Achivix approach

Achivix mapped relevant companies and researched senior professionals within those organizations.

Researchers reviewed professional backgrounds, current roles, experience, company history, and other relevant information before including candidates in the final research output.

What they needed

  • Target-company research
  • Executive identification
  • Candidate mapping
  • Career and company research
  • Relevant professional profiles
  • Contact research

Deliverable

A targeted executive research database with senior-leader profiles and relevant research insights.

Reported result

  • More successful executive placements
  • Improved candidate engagement

Key takeawayExecutive research requires context. Finding someone with the right title is not enough; the person must also fit the search criteria.

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05
AI & technology

Finding the right decision-makers for an AI company

An AI company wanted to expand its enterprise sales pipeline.

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Challenge

An AI company wanted to expand its enterprise sales pipeline.

The company could identify target industries, but finding the right people within each organization was taking significant research time.

Achivix approach

Achivix started by defining the target-account and decision-maker criteria.

Researchers then mapped relevant companies and searched for people based on their current responsibilities, seniority, department, company structure, and professional background.

AI-assisted tools were used to support the research process, but researchers reviewed the final results to ensure that the contacts actually matched the requested roles.

Roles they needed to reach

  • CTO
  • CIO
  • Chief Data Officer
  • VP IT
  • Head of IT
  • Head of Data
  • Digital Transformation leaders
  • AI and Technology leaders

Deliverable

An ICP-aligned database of target accounts and relevant technology decision-makers.

Key takeawayAI can accelerate prospect research, but highly specific decision-maker research still benefits from human judgment and verification.

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06
Startup prospect research

Helping a technology startup build its target account list

A growing startup had a strong product but lacked a consistent prospecting database.

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Challenge

A growing startup had a strong product but lacked a consistent prospecting database.

Its team was spending too much time researching companies, identifying decision-makers, and checking contact information.

Achivix approach

Achivix helped translate the startup’s sales requirements into a practical ICP.

Researchers then built a target-account universe and identified relevant contacts within those companies.

The research was organized so that the startup could segment prospects by industry, company size, location, department, and seniority.

What they needed

  • ICP definition
  • Target-account research
  • Company profiling
  • Decision-maker identification
  • Contact enrichment
  • Structured prospect data

Deliverable

A structured, sales-ready target-account and decision-maker database.

Key takeawayStartups do not always need thousands of prospects. They need a clear understanding of which companies to target and who inside those companies matters.

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07
CRM cleanup & data quality

Turning an unstructured contact database into usable CRM data

A company had accumulated contact information from multiple sources over several years.

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Challenge

A company had accumulated contact information from multiple sources over several years.

The sales team could not confidently rely on the database for segmentation or outreach.

Achivix approach

Achivix created a standardized data structure and reviewed the database field by field.

The process covered data assessment, duplicate identification, field standardization, company matching, contact enrichment, data validation, and a quality-control review.

What the database contained

  • Duplicate contacts
  • Different company-name formats
  • Missing job titles
  • Incomplete contact information
  • Outdated records
  • Inconsistent locations
  • Unstructured fields

Deliverable

A standardized and organized database prepared for CRM use and future enrichment.

Key takeawayData management is not just about adding information. It is about creating a structure that allows your team to use, maintain, and update that information consistently.

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08
Data management

Building a structured business database from scattered data

The client had business information stored across spreadsheets, CRM exports, websites, research files, and other sources.

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Challenge

The client had business information stored across spreadsheets, CRM exports, websites, research files, and other sources.

There was no consistent structure for managing the information, which made it difficult to search, segment, update, or reuse the data.

Achivix approach

Achivix consolidated the information into a standardized structure based on how the client intended to use the database.

Records were reviewed for duplicates, inconsistencies, and missing information.

Fields we worked across

  • Company and contact information
  • Industry and company size
  • Location
  • Job title, seniority and department
  • Website and professional profile information
  • Other client-specific fields

Deliverable

A structured business database designed for ongoing research, segmentation, enrichment, and CRM use.

Key takeawayGood data management creates a foundation for everything that happens afterward: prospecting, segmentation, outreach, reporting, and decision-making.

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09
Event data research

Turning event data into a sales-ready audience

A B2B event organization wanted to make better use of its event data.

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Challenge

A B2B event organization wanted to make better use of its event data.

Attendee, exhibitor, sponsor, and speaker information was available, but the data needed to be structured and enriched before it could support targeted outreach.

Achivix approach

Achivix researched event participants and enriched the available information.

Contacts were categorized according to relevant characteristics such as company, role, seniority, industry, and event participation.

The final data could then be used for pre-event and post-event outreach.

What they needed

  • Attendee research
  • Exhibitor research
  • Speaker profiles
  • Company information
  • Decision-maker identification
  • Contact enrichment
  • Segmentation

Deliverable

A structured and enriched event audience database.

Key takeawayEvent data becomes more valuable when it can be segmented and connected to the people and companies that matter to your commercial goals.

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10
Ongoing research support

Extending an internal sales or research team

A growing company needed ongoing research support but did not want to build a large internal research team.

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Challenge

A growing company needed ongoing research support but did not want to build a large internal research team.

Its requirements changed regularly. Some weeks required prospect research. Other projects involved CRM cleanup, company research, contact enrichment, or executive research.

Achivix approach

Achivix provided flexible research support that could be adjusted according to project requirements.

Each project was handled according to the client’s specifications and required output format.

Work the team supported

  • Prospect list building
  • Account research
  • Contact enrichment
  • CRM cleanup
  • Company research
  • Executive research
  • Market mapping
  • Data management
  • Custom research requirements

Deliverable

Flexible outsourced research capacity without the need to manage the entire research process internally.

Key takeawayAchivix can work as an extension of your sales, marketing, RevOps, recruiting, or research team.

See how we work with teams

Our research approach

AI-assisted. Human-verified.

We use technology to make research faster, but we do not treat automated results as the final answer.

  1. 01

    Understand

    We first understand your ICP, target market, data requirements, and intended use of the research.

  2. 02

    Research

    Our team uses relevant research sources and tools to identify companies, contacts, candidates, and other required information.

  3. 03

    Enrich

    Missing fields are researched and appended wherever relevant information is available.

  4. 04

    Verify

    Researchers review records for relevance, role, company, contact information, duplicates, and other project-specific requirements.

  5. 05

    Quality check

    The final dataset goes through a quality-control process before delivery.

  6. 06

    Deliver

    Data is delivered in the format your team needs, including Excel, CSV, CRM-ready files, or other agreed formats.

Partners

What our partners say

“Achivix helped us scale our sales outreach with accurate and verified data. Their services have been a game changer for our business.”

Marketing Director, IT Services

“The quality of leads we received was outstanding. Achivix provided targeted data that directly contributed to our revenue growth.”

Sales Manager, B2B SaaS

“Reliable, efficient, and professional! Achivix’s data solutions streamlined our CRM and improved our engagement rates significantly.”

Operations Head, Financial Services

AI-assisted research. Human-verified data.

Let’s build the data you actually need.

Whether you need 500 highly targeted prospects, a complete CRM cleanup, an executive talent map, event attendee research, or ongoing data-management support, Achivix can work as an extension of your team.