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Product screenshot showing CRM properties, pipeline stages, and sync checks. Use Company Info to give Ergo durable context about your own company, product, and positioning. This context can help summaries, drafts, and AI-assisted reasoning, but it should stay factual and stable.

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Who can use this

  • RevOps, sales operations, CRM owners, and admins with CRM permissions.

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Before you start

  • Use a CRM account that can read and update the fields Ergo needs.
  • Map properties, pipelines, and stages before enabling broad CRM automation.
  • Test changes on one record before rolling them out.

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Steps

  • Add or review your company name, description, and solution context.
  • Keep language factual, current, and durable.
  • Avoid customer-specific promises or temporary launch language.
  • Update the context when positioning, ICP, or packaging changes.

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What to expect

  • Company Info supports AI context; it does not create CRM fields by itself.
  • Overly broad descriptions can make drafts and summaries sound generic.
  • Outdated positioning can affect AI-generated language.

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Common issues

  • Company context is stale after a positioning change.
  • The description includes private customer examples.
  • The description is too vague to guide AI outputs.
Last modified on June 8, 2026