D&B Rev.Up ABX Launched (Part II)

D&B Rev.Up ABX supports four channels supported by Dun & Bradstreet’s Lattice CDP and Data Cloud.  Users may license one or multiple packages or an advanced package that supports all of the channels.

Continuation from yesterday’s blog.

With D&B Lattice at its core, Rev.Up ABX supports AI-driven models for defining ideal buyers and their individual and account-level buying journeys.  Marketers define the goals, segmentation, criteria, and historical period for the model (e.g., four quarters of historical records), and Lattice builds and scores across the segment.  These models assist with building targeted audiences of buyers ready to engage across various stages of their journey.

Once a model is built, marketers can create and activate campaigns across channels.  For example, an awareness campaign can be activated across paid social, Google ads, and Google search for either accounts or contacts.  Lattice manages scheduled audience updates so that marketers do not need to manually update the activated segment.

Likewise, lower scoring leads triggered by website visits can be nurtured in Marketo, while higher scoring visitors are routed to Outreach as sequences or tasks.

Company-level analytics show the engagement journey across stages, contacts engaged, engagement activity, pages visited, firmographics, intent signals, and SDR alerts.

The D&B Lattice Model Builder score and rates contacts by estimated lift

The suite is GDPR and CCPA compliant with opt-in/opt-out flags shared across activation channels.

D&B Rev.Up is supported by the D&B Data Cloud, which includes

  • 420 million global companies and 37 million corporate linkages
  • 220 million global contacts, of which 54 million are C-level.
  • Digital identities spanning over 4 billion IP addresses, 22 million URLs, and over 500M devices ids.
  • 17 million technology products used by 13 million companies.
  • 3,500 intent topics spanning 14 billion digital signals.
  • Third-party alternative data sets with pre-assigned D-U-N-S numbers to ensure proper matching.

Firmographics and Technographics are available for all offerings, with intent data available for all but the Web edition in the default package (it is available in the advanced).

Rev.Up ABX is data agnostic, allowing revenue operations teams to deploy third-party licensed data sets such as G2.

Rev.Up ABX supports lookalike modeling, while the other products support three lead scoring and three account scoring models.  Lookalike contacts may be sent to D&B Lattice, D&B Hoovers, or MAPs.

The D&B Rev.Up ABX Dashboard

Continue to Part III for a discussion of the Folloze partnership and product pricing.

D&B Rev.Up ABX Launched

Dun & Bradstreet launched D&B Rev.Up, a new RevTech product line that brings together first and third-party data in “an open and agnostic platform that aligns teams, data, and technology to deliver relevant and engaging buyer experiences for target accounts.”  The datasets are unified via D&B Lattice, the CDP Dun & Bradstreet acquired in 2019.

The first offering is D&B Rev.Up ABX, which supports “first- and third-party data, activation capabilities and measurement, on top of its industry-leading customer data platform (CDP), giving sales and marketing teams a singular view of an account from targeting to revenue.”

“As sales and marketing leaders move to shared revenue responsibility, it becomes important to gain a common view of the customer throughout the buying lifecycle,” said Dun & Bradstreet CMO Stacy Greiner.  “We designed D&B Rev.Up ABX to simplify marketing and sales workflows by providing data, targeting, activation, and measurement in one platform, using an open architecture that allows teams to complement and capitalize on existing investments.”

D&B Rev.Up ABX aligns teams, data, and technology.

The new ABM service supports a channel-agnostic, “360-degree view” of accounts, contacts, campaigns, and sales plays.  Four ABX channels are supported:

  1. D&B Rev.Up ABX for Ads deploys paid media campaigns across demand-side platforms (DSPs) and social media platforms, including Facebook, LinkedIn, Google Ads, theTradeDesk, Google Video & Display360, Verizon Media, Xandr, and MediaMath.  ABX for ads is available as either a managed service or a self-serve option.  The managed services option supports media, data, execution, and analytics.

    Revenue teams can target by role, firmographics, technographics, and intent data.  They can then engage audiences via programmatic advertising, paid search, and social media.
  2. D&B Rev.Up ABX for Web supports visitor intelligence, tying visitor activity to accounts across both offices and homes.  The service also pre-populates shortened forms, personalize websites, and deploys a tracking pixel to tie engagement back to D-U-N-S Numbers

    Because users select the company name from a type-ahead, drop-down list of names and addresses, the user only needs to enter a partial company name.  Dun & Bradstreet then enriches the record with firmographics, linkage, and D-U-N-S numbers.  According to Andrew Berg in Dun & Bradstreet Analyst Relations, the “waterfall matching technology” combines IP, cookie, and API matching logic.  The API type-ahead drop-down matching is completed in under 200 milliseconds after the first two characters are entered into the company name field on a form.
  3. D&B Rev.Up ABX for Sales builds lists for sales teams, rates opportunities, and activates sales plays with connectors to SalesTech solutions.  ABX for Sales supports predictive analytics, propensity modeling, sales plays, sales recommendations, and buyer propensity tracking.  SDRs may engage customers and prospects via Outreach sequences.  SalesLoft support is planned for later this year.

    Sales Engagement sequences can be driven by first and third-party intent, marketing engagement data from MAPs, and Folloze engagement.
  4. D&B Rev.Up for Email builds targets audiences and activates email campaigns via Marketo, Eloqua, HubSpot (June GA), and Pardot (June GA).  Functionality includes campaign building, opt-in/opt-out support, and engagement analytics.

Analytics partners include Google Analytics, Optimizely, Adobe Target, and Adobe Analytics.  Other partners include Outreach and Salesforce.

“Teams aren’t trapped in a single, enclosed platform like other tech on the market.  D&B Rev.Up ABX integrates and works with their existing Martech and SalesTech so that they can activate in one channel, many, or all of them in a consistent and orchestrated way. They gain the power of the Data Cloud and our CDP, while also being able to use tools they already have,” blogged Greiner.  “This openness and flexibility helps teams to work efficiently and means they can maximize previous investments and use dollars wisely.  You can choose the full power of D&B Rev.Up ABX, or use it just in one channel – ads, email, web, sales plays – and then scale up to achieve a coordinated conversation with buyers everywhere they’re likely to engage.”


Part II discusses Rev.Up ABX modeling.

Leadspace – ZoomInfo Partnership

Leadspace and ZoomInfo inked a strategic partnership to distribute ZoomInfo data through the Leadspace Customer Data Platform.  The platform-level integration lets customers activate ZoomInfo data and intelligence from within Leadspace.  The Leadspace CDP is a data-agnostic platform that supports predictive scoring, ICP analytics, look-a-like modeling, intent signaling, and custom buyer personas and scores.

The partnership is Generally Available to joint customers.

Leadspace also offers robust data hygiene and enrichment based upon the Reachforce platform it acquired several years ago.  Other tools include web forms, marketing automation and SFDC enrichment, and custom audiences for programmatic marketing.

“We talk to many B2B companies that work with ZoomInfo and see tremendous value in their intelligence solutions,” said Leadspace CTO Amnon Mishor. “We’ve partnered with ZoomInfo on some strategic clients and proven the added benefits of the Leadspace platform in being able to unify other data and intelligence with the ZoomInfo data, then activate it across channels. It’s really the best of all worlds for our customers.”

While both companies have strong matching capabilities, Leadspace is performing real-time matching between the two platforms.  Initially, the partnership supports company and contact enrichment, but additional datasets such as technographics and intent are planned.

“Every B2B enterprise can benefit from the new Leadspace and ZoomInfo integration,” said ZoomInfo CRO Chris Hays. “We believe making our data available through a leading customer data platform (CDP) for unification and activation is the new frontier for B2B sales and marketing, and it’s a great way for customers to see even greater return on their investment in data.”

Both companies have performed well during the pandemic.  ZoomInfo IPO’d in June and has had several strong quarters since going public, growing revenue 62% last year.

Leadspace closed on a $46 million Series D earlier this month.  It doubled its customer base over the past two years and grew revenue 151% between 2016 and 2019, placing the firm at 2,681 on the 2020 Inc. 5000 list.

Leadspace Closes on Series D

Customer Data Platform vendor Leadspace closed on a $46 million Series D led by Jerusalem Venture Partners (JVP).  It has now raised $107 million since being founded in 2011.  The firm also announced Alex Yoder as its new CEO as the firm ended a dispute with their former CEO Doug Bewsher.

Leadspace features include company and professional profiles, data hygiene and enrichment, web forms, reports and analytics, TAM and ICP analysis, and account engagement.  Leadspace also performs lead prioritization and identifies similar companies.  Unlike many CDPs, Leadspace is a pure B2B platform.

The funds will be used for meeting growing demand, expanding its headcount, and resolving litigation.  The firm currently has 100 employees in the US and Israel.  The 40 employees in Israel are technology-focused, and the US contingent manages business leadership.

“A major part of our post-investment vision is to grow our team in Israel,” said CTO Amnon Mishor.

Leadspace also announced that Doug Bewsher was stepping down as CEO and being replaced by Alex Yoder.  According to VentureBeat, there was a falling out between Bewsher, JVP, and the Leadspace board about the company’s direction.  Bewsher was looking to sell the firm, while the Board and JVP wanted to continue growing it, resulting in a lawsuit between two JVP partners and Bewsher.

“I’m glad to say that the lawsuit is behind us.  The former CEO agreed to leave.  A situation arose in which the CEO and some of the investors, particularly Arrowroot Capital were interested in selling the company, while JVP, other board members, and I saw potential in our figures to build up a large company.  We had made a technological leap and didn’t want to sell. There was a conflict among the board members and negotiations between the various investors over whether to sell or not, with the lawsuit being part of that.  Eventually, everyone reached an understanding,” said Mishor.

Despite the leadership issues and a failed 2018 merger with Radius, Leadspace has grown its market presence.  It doubled its customer base over the past two years and grew revenue 151% between 2016 and 2019, placing the firm at 2,681 on the 2020 Inc. 5000 list.

Yoder is bullish on Leadspace, forecasting 70% growth this year, double that of the market.  Growth is being driven by the need to find and engage contacts at companies as the pandemic precludes face-to-face meetings.

Yoder has led several B2B and SaaS companies over the past two decades, including WebTrends, Ebiquity, and Trueffect.  According to the press release, Yoder has “built strong teams and implemented transformational strategies, running businesses that spanned $20 million to $150 million in revenue.”

JVP Executive Chairman Erel Margalit was named the Board Chairman.

“We typically invest in early-stage companies, but we only double down in category leaders and companies that can reach $100 million in ARR,” said Margalit.

“We believe that Alex Yoder can take the business to the next level as Leadspace becomes the single source of truth for B2B data,” said Margalit. “Leadspace – through its revolutionary AI platform – is changing the way enterprises manage their internal and external customer data.  In the coming years, enterprise CDP will be established as a new category, using AI to obtain the true identity, title, and roles of companies and individuals, creating true added value for clients.”

Competitors include D&B Lattice, 6Sense, Zylotech, and ABM Platforms.  Yoder contends that Leadspace’s strength in in analyzing unstructured social and behavioral data.

“Creating a source of truth for B2B is a very complex problem.  Companies are complex — sales cycles and engagement can be sporadic, involve multiple stakeholders, and can last months or even years,” said Mishor. “There are multiple data and intelligence point solutions that address small parts of the fundamental data issue.  No other solution is taking the holistic approach of being the connective layer between raw data and engagement channels for B2B like Leadspace.”

Leadspace clients include Microsoft, Salesforce, American Express, Intel, HPE, and Zoom.

MSD 365 Customer Insights Partnerships

Microsoft rolled out a set of enhancements to its Customer Insights CDP earlier this month, including a set of technology and data partnerships. I covered the functional enhancements yesterday.

“Organizations can automatically augment profiles with survey responses to truly uncover sentiment and drive detailed segmentation of customers, empowering agile actions that build brand loyalty and driving detailed understanding of customers,” said James Phillips, President of Microsoft Business Applications.  “Furthermore, organizations can enrich customer profiles with proprietary audience intelligence on brand affinity and user interests or by using third-party enrichments such as Experian and Leadspace.”

Leadspace supports B2B firmographic enrichment use cases, including industry codes, discrete and ranged sizing variables, geocodes, social media links, URLs, and standardized addresses.  Leadspace plans to include more advanced account-level insights such as company hierarchy and site-level details, as well as lead and intent scores, in future releases.  Firmographic updates may be processed daily or weekly with company matching performed by Leadspace.

The Leadspace data license is written on Leadspace paper and based upon the number of records under management.  Volume discounts apply.  When additional content sets are available, tiered pricing will be employed.

“We’ve been really honored to collaborate closely with the Microsoft Dynamics 365 Customer Insights team as their first B2B data enrichment partner and excited about the value it’ll bring our joint customers who want a single source of truth to fuel their sales and marketing efforts.  This offering goes a long way to helping them improve their ability to segment, prioritize, and personalize engagement across the customer lifecycle.”

Leadspace CTO Amnon Mishor

Experian supports consumer data enrichment spanning lifestyle segmentation, demographics, purchasing habits, brand preferences, life-event triggers, and mobile location data.  

Microsoft also rolled out a set of new Customer Insights integrations that “drive meaningful actions across the customer journey.”  Customer Insights is vendor-agnostic, “from ingesting data from any source to activating insights on multiple destinations.”  New partners include AutopilotHQ, Bing ads, dotdigital, Facebook, Google Ads, HubSpot, LiveRamp, Marketo, Mailchimp, and SendGrid (Twilio).

Phillips emphasized Microsoft’s commitment to data privacy and security “by enabling organizations to better control and secure sensitive data with data classification and permissions from Microsoft Information Protection.”  Organization can “configure policies to classify, label, and protect data based on its sensitivity.”

Customer Insights pricing begins at $1,500 per tenant per month for up to 100,000 profiles.

MSD 365 Customer Insights Enhancements

Microsoft has begun beta testing a set of enhancements to its Dynamics 365 Customer Insights CDP.  The upgrades focus on extending CDP capabilities into deeper insights and AI capabilities.  The new functionality will GA during the first half of 2021.

Engagement Insights, currently in preview, provides cross-channel analytics that assess customer behavior and intent across the web, mobile, connected devices, and other touchpoints.  Engagement Insights combines behavioral analytics with transactional, demographic, survey, and other data sets “to create interactive and rich insights that help drive the next best actions and personalized experiences.”

Engagement Insights begins with standard analytics around web site visitors, pages viewed, and visit duration.  A custom report builder lets marketers “curate the exact views to answer the business questions at hand.”  Funnel reports track customer journeys, identify gaps and opportunities, and inform next best actions.

“Engagement Insights is about directly funneling web, mobile and connected product data back into Customer Insights to help continue to enrich that understanding of the customer in order to better serve them.

James Phillips, President of Microsoft Business Applications.

Insights are deployed across the customer lifecycle and assist with personalizing offers, including presenting new product or services that better match customer needs.

“As everything’s gone digital, the need to deeply understand your customer and to increase the efficacy of those engagements has really been heightened through this pandemic,” said Phillips.

AI enhancements focus on better customer predictions.  The AI functionality employs Azure Synapse Analytics and includes a set of pre-built templates for predicting customer churn, automating product recommendations, and evaluating customer lifetime value.  The templates help marketers gather customer insights without requiring data science or IT professional support.

A new integration with Dynamics 365 Customer Voice captures customer sentiment and feedback.

According to Phillips, Customer Insights is the “fastest-growing application in the Dynamics 365 portfolio.”


Part II covers Customer Insights partnerships.

Openprise Agile CDP

B2B data hygiene vendor Openprise announced the availability of Openprise Agile CDP, the “first and only B2B Customer Data Platform (CDP) built on a data orchestration platform.”  As a data orchestration platform, Openprise offers a single customer view combined with no-code business rules, third-party data, and business process automation.

Openprise emphasizes the advantage of being a data orchestration platform with a B2B CDP.  “Because it’s built on the Openprise Data Orchestration Platform, Openprise Agile CDP includes all the capabilities Openprise has developed over the years to improve data quality in tools like Salesforce and Marketo—including lead routing, account scoring, and attribution—advanced features not typically found in traditional CDPs.”

Openprise supports data unification, data enrichment, normalization, deduplication, lead-to-account matching, and lead-to-contact conversion.  Analytical tools include advanced segmentation, lead and account scoring, ABM activity analysis, campaign attribution, lead routing, and account assignment.

“One of the biggest challenges marketers face is making sure their systems of record deliver accurate, high-quality data to drive marketing initiatives.   A CDP solution that automates all the critical business processes required to make the data work gives marketers high confidence in the accuracy and quality of the data they manage.”

Julian Archer, VP, Principal Analyst in the Marketing Operations Research Service at SiriusDecisions

Openprise claims it can be up and running within ninety-days, much faster than its competitors.  Firms can build custom apps with automated business processes, package them as an API, and create web-based UIs and Chrome extensions for end-users.  Openprise no-code app use cases include advanced segmentation, attribution, upsell, and cross-sell.

The Openprise data marketplace supports data enrichment from leading B2B and B2C vendors, including Zoominfo, Dun & Bradstreet, InsideView, Sales Genie (Infogroup), Cognism, Bombora, KickFire, Synthio, Oceanos (TechTarget), Acxiom, Bing, and Google Places.  Once enriched, data is normalized based upon customer-defined and Openprise taxonomic rules.  Normalization ensures that key values such as addresses, industry codes, job functions, and job levels follow a standard set of rules and taxonomic codes.

Market Insights Newsletter Splits in Half

This was one of the two weeks a year that I take off from writing my Market Insights Newsletter, but I wanted to let you know that I’m splitting the newsletter into two newsletters.  When I started writing the Market Insights Newsletter back in 2012, it focused on Sales Intelligence, Social Selling, and B2B DaaS.  Since then, B2B DaaS has increased greatly in importance, and I’ve added adjacent topics including Sales Engagement Platforms, data privacy / compliance, ABM, and Customer Data Platforms.  The result was a doubling in the length of the newsletter and an increase in the frequency that articles were bumped.  Some features are often bumped for a month or longer due to length.

In August, I took my summer vacation, but there was no August news break.  It took me a few months to catch up on announcements from that week.  This led me to the realization that I needed to split my newsletter in half to improve both topical focus and story currency.  The split will also allow me to profile more startups.

Most of my readers will continue to receive a Sales Intelligence (SI) newsletter which covers

  • Sales Intelligence
  • B2B DaaS
  • Data Hygiene
  • ABM
  • B2B Data (Companies, Contacts, Intent, Technographics, and Triggers)
  • Customer Data Platforms
  • Compliance (GDPR, CCPD, KYC, AML, PEP)

The SI edition of Market Insights will continue to publish on Sundays.

The new Sales Engagement (SE) newsletter covers

  • Sales Engagement Platforms
  • Hybrid Engagement Platforms (Sales Intelligence + ICP / TAM + Sales Engagement)
  • Sales Engagement Platform Ecosystem (e.g. Chat, Video, Attribution, Meeting Management, Analytics)
  • Sales Enablement

The SE edition will publish on Mondays.

Contact me if you’d like to be set up with a trial edition of either newsletter. I offer SMB pricing for startups, so don’t assume that I am unaffordable like other analyst services.

LeadSpace Fall Release

LeadSpace rolled out its Customer Data Platform (CPD) fall release with improved processing of first-party data, enhancements to their Salesforce app, and refinements to their Ideal Customer Profile (ICP) modeling.  Automated ingestion of first-party data and custom data sources deliver unified customer profiles “for use across systems.”  Automated data onboarding assists with AI modeling, scoring and analytics, and enterprise software activation.

“Customers can use data on engagement, product use, relationship, and other information unique to their business to power real-time orchestration of activities and processes,” stated the firm.  “Decisions about how to route leads, assign nurture programs, segment for campaigns, and personalize interactions can now be made with all the intelligence of the CDP and a complete customer view.”

The fall release also supports data hygiene with the sunsetting of Data.com Clean in mid-2020.  Both real-time and on-demand matching and enrichment are supported.  Triggers automatically identify new or updated records and automatically look to match them against the LeadSpace CDP.  At the end of the year, a sync button will be displayed within individual records.

“Getting a complete view of the customer is critical to improving the customer experience for B2B.  Buyers no longer tolerate generic and impersonal content and interactions.  Our Customer Data Platform gives B2B marketers a real path to being able to orchestrate the ideal customer experience at scale.  Improving the ability to ingest 1st party data makes that even more powerful because it is unique to each of our client’s journey with their customers.”

LeadSpace CEO Doug Bewsher

Enhanced ICP Analytics help select the right accounts and personas for ABM targeting.  Interactive, filterable reports display account, contact, and intent data matched against conversion and revenue data to “uncover which categories and segments have performed well historically.”  

LeadSpace On-Demand look-a-like segment building now supports company suppression.

LeadSpace customers include Microsoft, HPE, SAP, Iron Mountain, IBM, and Symantec.

Lattice Engines Campaigns

The Dun & Bradstreet Sales & Marketing Product Stack
The Dun & Bradstreet Sales & Marketing Product Stack

Dun & Bradstreet, which acquired Lattice Engines at the beginning of Q3, launched a Lattice Campaigns App for LinkedIn.  The new app “improves campaign performance by creating and activating always-on AI-based audiences for LinkedIn Ads.”

“When Dun & Bradstreet acquired Lattice Engines, we were building on an existing partnership of the world’s most comprehensive B2B data and the world’s leading B2B Customer Data Platform,” said Dun & Bradstreet’s President of Sales & Marketing Solutions Michael Bird.  “This is the first in a series of innovations we’re quickly bringing to market to power more effective and efficient digital marketing, demand generation and sales acceleration programs for our customers through the intelligent use of data.”

The Lattice Customer Data Platform supports “hyper-targeted” LinkedIn advertising as part of a broader omnichannel engagement strategy.  Lattice combines first and third-party customer data, displays account and contact insights, and uses “AI to segment their buyers and deliver hyper-targeted engagement in an automated fashion across display, web, email, CRM and now social channels.”

“Let’s say a buyer at a cold account starts visiting certain product pages on your website anonymously.  Rather than just showing this buyer a generic ad about your brand, you could show them an ad with more specific copy and CTA [call to action] related to the product pages that they visited on your website.”

Dun & Bradstreet President of Sales & Marketing Solutions Michael Bird

The app creates matched audiences for LinkedIn ads and then lets marketers adjust media spend to target high-performing audiences.  The app then updates LinkedIn audiences based on “changes in buyer engagement, interest and company data.  As a result, marketers can ensure that buyers are engaged with the most relevant campaigns based on not only persona but on profile, propensity, interest and buyer stage.”

Dun & Bradstreet is claiming a 42% increase in click-through rates and triple the post-click conversion rates resulting in a 54% reduction in qualified lead expenditures.

According to Gartner, CMOs are spending 23% of their marketing budget on paid media.

“In an environment where B2B marketers are overwhelmed with data and technology options, our goal is to make their jobs easier by connecting interactions across customer journeys,” says Bird.  “This allows marketers to target the right audiences with the right message and make the best use of their ad dollars.”

Connectors for Facebook, Twitter, and other social media platforms are in the works.