D&B Connect Features
Data Availability (3)
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Contact Data Availability
Does this product have the amount of contact data you require? Contact data includes a persons company, role, experience, email, telephone, etc.
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Company Data Availability
Does this product have the amount of company data you require? Company data includes data on companies leadership, financials, industry, products, etc.
Technographic Data Availability
Does this product offer the technographic data that you require? Technographic data includes identifying a company's technology, hardware, and software used
Data Accuracy (3)
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Contact Data Accuracy
How accurate and up to date is the contact data?
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Company Data Accuracy
How accurate and up to date is the company data?
Technographic Data Accuracy
How accurate and up to date is the technographic data?
Features (9)
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Lead Builder
Ability to create targeted contact lists.
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Integration to CRM/Marketing Automation
Integrations to popular CRM/Marketing automation software to enable sales/marketing team members to view contact and company data from within the CRM/Marketing automation software.
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Data Cleaning/Enrichment
Ability to clean/enrich existing data that is maintained in other systems
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Messaging
Provides ability to message contacts directly from within the sales intelligence software
Real-Time Data
Receive data and information in real time
Intent Data
Data results that indicate future customer interest in products
Sales Automation
Automate processes to manage leads, contacts, opportunities and sales activities
Email Marketing
Create and send email blasts/campaigns
Real-Time Reporting
Active reporting of data and metrics
Platform (11)
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Internationalization
Allows orgainizations multi-national organizations to use tool effectively accross multiple languages and currencies
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User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
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Performance and Reliability
Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
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APIs
Enables integration to external systems
Deal Management
Defines specific deal parameters to negotiate and secure deals
Sales Pipeline Management
Pipeline view and tracking lead status
Lead Management
Store information about leads or contacts and track, manage and nurture them throughout the sales process
Contact Management
Manage, organize, and store contact information
Workflow Management
Create, design and manage workflows for repetitive tasks
Territory Management
Organize customer data and accounts by user or geography
Sales Activity Management
Define, track, and/or automate sales activities and sales processes
Administration (5)
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Data Modelling
Tools to (re)structure data in a manner that allows extracting insights quickly and accurately
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Workflow Management
Tools to create and adjust workflows to ensure consistency.
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Dashboards and Visualizations
Presents information and analytics in a digestible, intuitive, and visually appealing way.
Configurable Workflow
Configure existing workflows to meet your organization's needs
Rules-Based Workflow
Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work
Compliance (3)
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Sensitive Data Compliance
Supports compliance with PII, GDPR, HIPPA, PCI, and other regulatory standards.
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Policy Enforcement
Allows administrators to set policies for security and data governance
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Data Quality (3)
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Data Preparation
Curates collected data for big data analytics solutions to analyze, manipulate, and model
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Data Distribution
Facilitates the disseminating of collected big data throughout parallel computing clusters
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Data Unification
Compile data from across all systems so that users can view relevant information easily.
Functionality (6)
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Identification
Correctly identify inaccurate, incomplete, or duplicated data from a data source.
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Correction
Utilize deletion, modification, appending, merging, or other methods to correct bad data.
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Normalization
Standardize data formatting for uniformity and easier data usage.
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Preventative Cleaning
Clean data as it enters the data source to prevent mixing bad data with cleaned data.
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Data Matching
Finds duplicates using the fuzzy logic technology or an advance search feature.
Real-Time Data
Receive data and information in real time
Management (9)
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Reporting
Provide follow-up information after data cleanings through a visual dashboard or reports.
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Automation
Automatically run data identification, correction, and normalization on data sources.
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Dashboard
Gives a view of the entire data quality management ecosystem.
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Governance
Allows user role-based access and actions to authorization for specific tasks.
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Data Discovery
Provides a built-in integrated data catalog that allows users to easily locate data across multiple sources.
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Data Profililng
Monitors and cleanses data with the help of business rules and analytical algorithms.
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Reporting and Visualization
Visualize data flows and lineage that demonstrates compliance with reports and dashboards through a single console.
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Data Lineage
Provides an automated data lineage functionality which provides visibility over the entire data movement journey from data origination to destination.
Data Visualization
Graphical representation of data
Lead Intelligence (5)
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Lead Validation
Product accurately cleans, deduplicates, and verifies lead data.
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Lead Enrichment
Product enriches existing lead data with missing information.
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Lead Quality
Product provides accurate, up-to-date contact information for leads, such as email address or phone number.
Lead Verification
Automates process of checking a potential customer's data to ensure it is real and accurate
External Data Sourcing
Sources contact and company data from outside the buyer's own systems, whether from a proprietary database or aggregated third-party providers
Matching (3)
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Priority Matching
Allows users to prioritize matches based on criteria such as region, account attributes, and other customer information.
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Account Tiebreakers
Provides tiebreaking features when leads match to multiple accounts.
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Fuzzy Matching
Provides matching logic features for special characters, acronyms, and other complex names.
Routing (4)
Match and Route
Automatically routes matched leads directly to account owners.
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Multi-Objects
Allows users to build custom routing rules.
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Territories
Allows users to assign leads to selected territories and regions.
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Working Hours
Allows users to configure schedules so leads are routed only during working hours.
Platform Operations (6)
Duplicate Match
Provides features to quickly audit leads and identify if there are duplicate leads in multiple accounts.
Capping
Limits the number of leads to assign to sales reps.
Analytics
Provides analytics for tracking and monitoring routing.
Integrations
Provides integrations for CRMs and marketing automation platforms.
Alerts & Notifications
Sends an alert to salespeople when a lead is routed to them.
AI Lead Matching & Routing
Leverages AI to improve lead-to-account matching accuracy and reduce latency in routing leads.
Security (9)
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Access Control
Authenticates and authorizes individuals to access the data they are allowed to see and use.
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Roles Management
Helps identify and manage the roles of owners and stewards of data.
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Compliance Management
Helps adhere to data privacy regulations and norms.
Deletion Management
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Process Management
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Metadata Management
Collect and maintain structured information that describes data or content
Maintainence (2)
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Data Quality Management
Defines, validates, and monitors business rules to safeguard master data readiness.
Data Storage Management
Manage and store data in a database
Generative AI (6)
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AI Text Generation
Allows users to generate text based on a text prompt.
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AI Text Summarization
Condenses long documents or text into a brief summary.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
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AI Text Generation
Allows users to generate text based on a text prompt.
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AI Text Summarization
Condenses long documents or text into a brief summary.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Data Availability - Marketing Account Intelligence (1)
Technographic Data Availability
Does this product offer the technographic data that you require? Technographic data includes identifying a company's technology, hardware, and software used
Data Accuracy - Marketing Account Intelligence (1)
Technographic Data Accuracy
Is this technographic data accurate and up to date?
Agentic AI - Lead Intelligence (1)
Cross-system Integration
Works across multiple software systems or databases
Agentic AI - Visitor Identification (3)
Cross-system Integration
Works across multiple software systems or databases
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Agentic AI - Salesforce AppExchange Apps (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Data Governance (8)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Decision Making
Makes informed choices based on available data and objectives
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Active Directory Integration
Integrates with Active Directory
Agentic AI - Sales Intelligence (9)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Calendar/Reminder System
Notifications/alerts for upcoming events or tasks
Agentic AI - Marketing Account Intelligence (4)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Additional Functionality (145)
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Data Migration
Move from one database to another, or upgrade the version of database software being used
Archiving & Retention
Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes
Data Capture and Transfer
Import, collect, and capture data from multiple sources
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Single Sign On
Allow users to access multiple services after entering their login credentials once
Customizable Reports
Alter the layout and content of reports
Data Profiling
Examines, analyzes, and organizes data to create relevant summaries or graphs.
Authentication
Verify the identity of users/devices to enable secure access
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Secure Data Storage
Securely stores data to prevent data loss or breaches
Data Security
Protect sensitive data for digital privacy
HIPAA Compliant
Compliant with HIPAA, which sets standards for sensitive patient data protection
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Risk Assessment
Initiate collection and analysis of known risks
Data Mapping
Track the management and flow of data throughout the organization
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Multiple Data Sources
Allows users to manage data from a number of sources
Document Storage
Store and organize documents in a centralized system
API
Application programming interface that allows for integration with other systems/databases
Activity Tracking
Track and document all activities across devices, networks, and other systems
Automatic Backup
Data is backed up automatically to prevent data loss
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Metadata Management
Indexes metadata descriptions for easier searching and enhanced insights
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Workflow Management
Create, design and manage workflows for repetitive tasks
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Data Import/Export
Import and export data to and from software applications
Customizable Rules
Rules followed by the software/AI can be configured by users to suit their specific needs
Master Data Management
Verify, organize, manage & store enterprise data assets in a centralized repository
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Data Transformation
Translate EDI formats into data suitable for use with company applications.
Multiple Data Sources
Allows users to manage data from a number of sources
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Data Verification
Process of checking different types of data for accuracy to avoid errors or inconsistencies
Data Migration
Move from one database to another, or upgrade the version of database software being used
Multi-Language
Manage and support multiple languages
Single Sign On
Allow users to access multiple services after entering their login credentials once
Duplicate Detection
Compare new data with existing records to detect duplicate entries
Email Address Extraction
Extract email addresses from multiple data sources
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Data Profiling
Examines, analyzes, and organizes data to create relevant summaries or graphs.
Data Extraction
Automatically retrieve and pull information from documents, websites, images, data sets, and other sources
Data Mapping
Track the management and flow of data throughout the organization
Address Validation
Verifies and confirms the accuracy of an address
Match & Merge
Looking at data from different sources and finding possible duplicates, or identical matches
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Version Control
Track revisions and updates made to files and navigate between different versions
API
Application programming interface that allows for integration with other systems/databases
Data Capture and Transfer
Import, collect, and capture data from multiple sources
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Data Discovery
Discover and connect variety of data sources to the application for analysis
Calendar Sync
Synchronize with other calendars to view mutual availability and schedules
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Conversation Intelligence
Recording, transcription, and analysis of sales calls for the purpose of training and generating insights
Lead Qualification
Score a lead on their quality or likelihood to buy based on certain behaviors
Strategic Planning
At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them
Customizable Reports
Alter the layout and content of reports
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Customer Profiles
Record customer information, purchase history, and other notes
Activity Tracking
Track and document all activities across devices, networks, and other systems
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Lead Scoring
Score a lead based on quality or likelihood to buy/convert based on predetermined criteria
Data Import/Export
Import and export data to and from software applications
Data Cleansing
Removes data that is incomplete, inaccurate, or irrelevant from a dataset
Prospecting Tools
Tools designed to streamline the process of lead generation and management for sales teams
Sentiment Analysis
Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral
Multi-Channel Data Collection
Collect information from multiple sources
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Dashboard Creation
Creation and customization of dashboards
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Lead Generation
Manage the process of attracting and converting business prospects into leads
Interaction Tracking
Track interaction history by documenting conversations for contacts
Predictive Analytics
Predict future data based on historical data sets
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
For Sales Teams/Organizations
Caters to sales teams
Conversion Rate Optimization
Improving user journey to boost the percentage of visitors who take a desired action (sign-ups or purchases)
SEO Management
Optimize and manage the search engine optimization efforts for a website or digital content
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
API
Application programming interface that allows for integration with other systems/databases
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Data Import/Export
Import and export data to and from software applications
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Real-Time Reporting
Active reporting of data and metrics
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Real-Time Data
Receive data and information in real time
A/B Testing
Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness
Screen Activity Recording
Capture what is happening on a computer screen
Site Search Tracking
Trend Analysis
Review data from past periods to reveal recurring tendencies and predict future performance
Visitor Tracking
Track visitors and purpose of visits
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Activity Tracking
Track and document all activities across devices, networks, and other systems
Sales Trend Analysis
Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.
Funnel Analysis
Method of analysis that visualizes the series of events that lead towards a defined goal.
Widgets
An extended application or connector that enables users to perform additional services with their current set of tools
Alerts/Escalation
System alerts about the need to escalate an issue or request
Real-Time Analytics
Analyze and gain insights into data in real-time
Heatmaps
A visual display that uses a color spectrum to show how visitors interact with areas of a web page
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Conversion Tracking
Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Referral Tracking
Log and store the source of contacts/leads
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Data Visualization
Graphical representation of data
Behavior Tracking
Track visitors'/audience's responses across web pages and other optimized content
Keyword Tracking
Track and monitor a specific set of keywords
Pageview Tracking
Customizable Reports
Alter the layout and content of reports
Charting
Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
Visualization
Graphical representation of data or processes
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Time on Site Tracking
Track the amount of time users spend on websites
Web Traffic Reporting
Collect and analyze traffic data about website visitors
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Dashboard Creation
Creation and customization of dashboards
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Campaign Analytics
Track and interpret campaign performance metrics
Customizable Branding
Add customized logos and colors to align with company branding
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
User Interaction Tracking
Monitor user activity through engagement methods
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Customer Journey Mapping
Visualize and analyze customer experience across all touchpoints and channels
Goal Setting/Tracking
Establish measurable goals and objectives and track their progress over a specific period of time
Multiple Site Management
Website Analytics
Track and analyze information regarding website visitors
Artificial Intelligence - Lead Intelligence (3)
Lead Scoring & Prioritization
Uses AI for ranking prospects automatically based on historical data and behavioral patterns
Intent Signal Analysis
Uses AI to identify buying signals such as website activity, content engagement, job changes, funding news, hiring trends, or technology usage
Data Enrichment
Uses AI to enhance existing data with information from external sources


