Creating a Unified Account Data Foundation

It starts by combining your first-party data with our third-party insights and behavioral signals to create a unified Account Data Foundation.

• Connect your first-party systems (CRM, marketing automation, corporate email, website, etc.) with our third-party data to create a single source of truth.
• Clean your data and enrich your accounts with our firmographic, contact, technographic, and intent data.
• Log tasks and create contacts in CRM automatically, based on email and calendar. 
• Create custom fields based on your company’s needs, and sync them back to your CRM.

Lead to Account Matching

You don’t sell to leads, you sell to accounts. Get the industry’s most integrated solution to match leads to accounts (L2A) and start seeing the bigger picture.

• Use fuzzy logic to match on email, company name, and custom field, with customizable tiebreakers to handle multiple accounts and respect parent-child hierarchy.
• Route leads quickly and accurately based on account ownership statuses.
• Augment lead records with relevant account data like industry, company size, and more.

Account Identification

Identify anonymous accounts when they visit your website or consume content off site.

• Get unparalleled match rates and accuracy using a combination of our first- and third-party data, plus proprietary machine learning.
• Identify in-the-moment engagement (whether on-site or with an ad) and serve them tailored messaging that’s relevant to their needs.
• Accurately identify web traffic regardless of whether they’re working from home, office, or on the move.

Segmentation and Audience Management

Use Selectors to precisely segment accounts and define target audiences for tailored campaigns.

• Take advantage of powerful cross-object filters to create segments that other platforms can’t match.
• Create hyper-targeted audiences by combining AI-powered account selection with custom CRM data, opportunities, buyer persona, journey stage, behavior, intent, recent sales activity, and more. 
• Push audiences to your favorite third-party platforms like LinkedIn, Facebook, Instagram, Twitter, YouTube, Google, Bing, Adobe, and your marketing automation platform to orchestrate across channels.

Engagement Minutes

Uncover powerful buying signals about account engagement and progression. No more wasting time chasing accounts that aren’t ready to buy.

• Track how buyers interact with your company using a flexible, minutes-based model.
• Customize the model based on your unique business needs. It’s way better than your typical predictive black-box.
• Assign minutes for all activities and create custom categories to identify expansion opportunities.

Data Integrity

Get to better insights with clean CRM data.

• Automatically clean accounts, contacts, and leads in Salesforce or Microsoft Dynamics 365.
• Fill in missing fields and append data.
• Easily spot duplicate and out-of-date business data.

Data Stream

Flow platform data to your preferred data lake, data warehouse, cloud storage, or BI solutions.

• Create custom dashboards using data like intent, web traffic, and advertising metrics.
• Deliver custom reports to track customer buying behavior and data for anyone to use.
• Access and analyze the data you need, where you need it.