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RB2B company research notes

Okki-Go for RevOps: What to Evaluate in a B2B Contact Data Platform

2026-09-03 · Julian Hartwell

Okki-go for RevOps starts with workflow, not features. This is what revenue operations teams should evaluate in a B2B contact data platform before an okki-go vs Clay decision, including how to generate leads, build a prospect database, and keep email verification and AI SDR handoff human-in-the-loop.

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Trace One Lead Record Through the CRM

2026-09-02 · Julian Hartwell

Explore how a CRM supports lead generation by tracing an operating record from source capture to closed-loop learning, emphasizing data quality and governe

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