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For AI teams

Sales operations AI: business data for training and evaluation

Short answer

Teams building sales copilots and CRM agents need real examples of work done start to finish. SourceX sources rights-cleared, de-identified records from U.S. businesses, approved by the supplying company, under licenses that bar resale and re-identification.

Useful records#

  • CRM activity and stage histories
  • Qualification notes
  • Renewal records

How teams use them#

  • Next-step prediction
  • Qualification training
  • Forecast evaluation

How a request works#

  • Describe the records, volume and uses you need
  • SourceX matches suitable suppliers and runs a rights review
  • A prepared sample is shared under NDA after supplier approval
  • The license sets allowed uses, term and deletion

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