Data type
CRM activity
Sales and account work, step by step. Sales and account management are major targets for AI agents. Real activity history shows how deals actually progress.
Records to assess
- Activity notes and call summaries
- Tasks and sequences
- Pipeline stage history
Context to describe to buyers
- Depth of notes
- Years of pipeline history
- Clear outcomes (won, lost, churned)
What stays out
- Contact personal data before de-identification
- Purchased lists with restrictive terms
How to prepare
- Review data processing terms with your CRM vendor
- Decide which objects are in scope
Worked example: A 50-person B2B distributor (fictional)
Atlas Supply licenses 8 years of HubSpot activity notes, tasks and deal stage history. Contact names, emails and phone numbers are removed before transfer; the buyer receives de-identified patterns of how deals progressed.
When to pause the assessment
- The value would come from contact data itself (that is a different, restricted activity).
- Your CRM vendor’s terms or your data processing agreements forbid it.
- Notes are sparse and pipeline history is short.
CRM activity: common questions
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Can I sell my customer list?
No. Buyers want de-identified activity patterns, not contact lists. Selling personal contact data raises serious privacy issues and is not what these deals are about.
Explore what your company’s data could be worth.
Describe your systems and history to see a planning estimate. Request a buyer-fit assessment when you are ready. Free for your company, with no obligation.
