D&B Optimizer: Global Contact Cleanse; Global Company Targeting

Custom Optimizer settings include match confidence, bad and dangerous email flagging, and technology enrichment.
Dun & BradstreetCustom Optimizer settings include match confidence, bad and dangerous email flagging, and technology enrichment.

This month, Dun & Bradstreet rolled out a pair of enhancements to their Workbench Data Optimizer product line.  The first release, which is already available, adds global contact cleanse and enrich functionality to the Optimizer module.  Additional features include URL matching, expanded attributes, and custom match settings.  The second release, with a planned release date of June 16th, provides global company targeting and an enhanced interface.

Our customers were asking for us to manage more of their data and for access to more of our data.  So, we really went for it with this release.  For one, we can now append up to 190 different data attributes.  We can also process contact records outside of the US.  We included 8x as many web domains to match to.  We added data stewardship rules to pass control to the customer.  Finally, we modernized the user experience.  If you combine all of this with the work we did to enhance our email verification process in March, it adds up to a complete solution for optimizing marketing data.

  • Director of Product Management John Zilch

Dun & Bradstreet acquired NetProspex and its Contact Optimizer product in January 2015 and has continued to invest in the offering.  The original product was already quite useful as it supported contact validation (email, phone, address), technographic enrichment (HG Data product vendor data), a freemium Data Health report, and segmentation analysis.  Post-acquisition, Dun & Bradstreet integrated WorldBase firmographics, linkage, and D-U-N-S Numbers into the product and implemented DUNSMatch logic for match and enrich.  More recently, they enhanced their Marketo and Eloqua connectors and added a Profiler module which supports advanced segmentation analysis and net-new account and contact prospecting based upon current accounts.  The most recent release continues the product evolution.

Data Insights Analysis (New UX)
Data Insights Analysis (New UX)

The Optimizer module first matches using company name, address, and phone.  If it is unable to match to specific locations, URL matching is performed as a secondary match process.  The firm has 8.3 million mapped domains.  Domain matching associates contacts and companies with D-U-N-S Numbers and associated firmographics.  However, domain matching is less accurate as it is likely to map to the ultimate parent or a major subsidiary (if the subsidiary has a separate domain).  Thus, domain matching is more generalized.  It should be noted, however, that several vendors only offer domain matching so using domains as a secondary match algorithm still provides stronger matching and enrichment than these vendors.

Domain matching is also useful when address information and phone information is not provided by leads.

Dun & Bradstreet extended the number of fields available for matching to over 170 from their SDMR “Strategic Layout.”  As the firm offers custom layouts, admins can choose which fields to map between Optimizer and their company and contact data sets.

Custom Optimizer settings include match confidence, bad and dangerous email flagging, and technology enrichment.
Custom Optimizer settings include match confidence, bad and dangerous email flagging, and technology enrichment.

Users can also employ confidence codes for matching (they recommend using match confidence levels of six or higher for the “best quality and output”) or select from turnkey file layouts.  Thus, matches based on the name (but not address) or address (but not name) are excluded.  Workbench supports native integrations with Eloqua (Oracle Cloud) and Marketo for lead matching.  Contact matching adds phone; job title, phone, and level; social handles; and firmographics.

On June 16th, the firm will begin adding net-new accounts to its Target module.  Target defaults to US companies but can also be run at the global or country level.  Coverage has been expanded to 110 million companies including 9 million UK entities.

When prospecting in Target, users are provided with four counts:

  1. Contact Records Company Type (emails)
  2. Contact Records Campaign Type (emails and phones)
  3. Company Records Firmographics
  4. Cookies and Mobile ID’s for programmatic and mobile targeting

Emails have a 90% confidence rate for deliverability.

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