Account Enhancement History

47
Total Enhancements
12
AI Improvements
8
Manual Updates
3
Data Sources

Enhancement Timeline

AI Data Enhancement

August 20, 2025 at 2:34 PM
AI Enhancement
Enhanced account data using ZoomInfo and LinkedIn integration. Added industry classification, updated contact information, and enriched company profile data.
Annual Revenue
$2.1M
$2.5M
Employee Count
38
45
Industry Tags
Industrial Manufacturing
Aerospace Components
AI
Enhanced by AI Agent 96% Confidence

Manual Contact Update

August 18, 2025 at 10:15 AM by John Smith
Manual Edit
Updated primary contact information after phone call with client. Corrected phone number and added new decision maker contact.
Primary Phone
(555) 123-4567
(555) 123-4568
Decision Maker
Sarah Williams - CTO
JS
Updated by John Smith

System Data Sync

August 15, 2025 at 6:00 AM
System Update
Automated sync with financial system updated credit rating and payment history. Account scoring recalculated based on recent payment performance.
Credit Rating
B+
A-
Payment Terms
Net 30
Net 15
SY
System Sync - Financial Module

ZoomInfo Data Import

August 10, 2025 at 1:22 PM
Data Import
Imported comprehensive company profile from ZoomInfo including technology stack, competitor analysis, and recent news mentions.
Technology Stack
Microsoft 365
Salesforce
AutoCAD
Competitors
XYZ Manufacturing
Global Industrial
ZI
ZoomInfo Import 88% Match

Duplicate Record Merge

August 5, 2025 at 4:45 PM by Sarah Johnson
Data Merge
Merged duplicate record "ABC Manufacturing LLC" (ID: 15903) into this primary record. Combined activity history and contact information.
Merged Records
15 Activities from ID: 15903
3 Contacts from ID: 15903
Notes Combined
8 Historical Notes
SJ
Merged by Sarah Johnson

AI Profile Enhancement

July 28, 2025 at 11:30 AM
AI Enhancement
Initial AI enhancement of account profile using multiple data sources. Established baseline data quality and enriched core company information.
Website
www.abcmanufacturing.com
LinkedIn Profile
linkedin.com/company/abc-manufacturing
SIC Code
3499 - Fabricated Metal Products
AI
Enhanced by AI Agent 91% Confidence