DataFox for Salesforce

DataFox for Salesforce Contact Tab
DataFox for Salesforce Contact Tab

DataFox released its Company Intelligence & CRM Orchestration for Salesforce service this week.  The new Lightning app supports company research and firmographic enrichment within Account, Contact, and Lead I-frames.  The service includes DataFox signals, contacts, lists, and similar companies.

Company and contact enrichment includes business descriptions, DataFox scores, investors, funding stage, year founded, social links, technographics, conferences attending, and revenue estimates.  When contacts are listed, the system identifies which names have already been synched and which names can be uploaded as new contacts or leads.  Duplicate checking on upload provides management options.  For example, a duplicate contact can simply be synched or the user can create a new contact or lead.

Lookups can be performed against keywords, companies, conferences, or DataFox lists such as the Inc 5000 by sector.  Lists can be further filtered by DataFox variables as well as whether the company has been synched with Salesforce.  Companies in lists can be uploaded individually or via batch to SFDC.  Within DataFox lists, Salesforce account data may be displayed and used as filter variables.  For example, prospecting lists can suppress current Salesforce accounts.

DataFox for Salesforce Contact Tab
DataFox lists can be filtered by a broad set of variables

Trigger events may be filtered by topic so that only the most relevant categories are displayed.  DataFox collects 100,000 signals every week and maps them to 68 topics.

DataFox offers both an initial data cleanse and daily data maintenance.  A data integrity report provides statistics on verified records, duplicates, incompletes, and incorrect records.

Along with SFDC, DataFox supports integrations with Chrome, Marketo, and Slack.

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