D&B Connect

Pros

I like that it offfers solid B2B data coverage along with reliable contact details. Having several integration choices like S3, API and direct UI upload makes it convenient to use the data in whichever way works best for the business needs.

Cons

A few important B2B firmographic fields can't currently be downloaded through the API when using the contact level search APIs. It would also be helpful if the platform had better monitoring for contact job related fields so career changes could be tracked more effectively.

Pros

Right away this solution stood out for how well it works with Salesforce! The installed package feels tightly integrated and it's really useful that it provides controls to fine tune the matching criteria and threshold. I also appreciate the bi-weekly matching reruns since they keep company profile matches current without any extra maintenance. The account creation wizard inside Salesforce is another big plus because it helps reps and BDMs create accounts while preventing duplicates through the DUNS number and making sure the D&B match happens before the account is created. Getting D&B Connect set up in the first place was also pretty easy.

Cons

A small drawback with the account creation wizard is that it doesn't come into play when an account is created inline from a lookup field. In that case, the standard account creation flow takes over which skips the D&B matching step.

Pros

Getting a project started feels pretty easy although a bit more help text or supporting resources would make it easier to understand how the mapping and matching actually work. The customer support team was very responsive and simple to reach and any questions or concerns I had were handled quickly. I also really appreciated the refresh/rematch button and the biweekly option right on the front of the project since it makes rerunning a job convenient. That said, it would be better to have more scheduling cadence options because running jobs every two weeks did not fit our company's needs.

Cons

There's no indication of how many credits or RUM will be used before processing especially for international records. It would have been very helpful to see that amount once the data was read, either before reviewing and approving or even afterward so we could track what had been consumed during the month. We also had very little control over what company information was pushed into our CRM and it ended up taking a lot of effort before every rematch to identify and remove international records. Even with that extra work, international records still got picked up which meant going through additional steps to remove them. Contact matching also feels fairly limited and there's no way to track whether a contact has moved to another company. On top of that, the toolbox offers very little flexibility for enhancing or supplementing fields.