What is the difference between data enrichment and data cleansing?
Data enrichment appends new values from an external source to fill blanks or refresh stale fields. Data cleansing operates on the values already in the record: it deduplicates, standardizes formats (phone, country, state), fixes casing, and removes bad entries. Most mature RevOps programs run cleansing and enrichment in sequence: cleanse the base so matches land correctly, then enrich so the cleaned base is complete.
What is progressive enrichment?
Progressive enrichment fires at the moment of form submit. The user types a few fields (usually email and company), the CRM calls the enrichment provider with those inputs, and the provider returns a payload of firmographic and contact attributes that merge into the record before it saves. The result is a complete lead from a short form, which protects conversion while giving the sales workflow the context it needs.
What is batch enrichment?
Batch enrichment runs on a schedule, typically nightly or weekly, against the whole base of accounts and contacts. The job sends the current records to the provider in bulk, compares the response against stored values, and updates whatever has drifted. Batch catches the long tail of stale data that progressive enrichment never sees, because records go stale after the initial capture whether the buyer comes back to a form or not.
Which fields should a B2B CRM enrich?
The core firmographic set: industry (NAICS or SIC), employee count, revenue band, headquarters country, growth stage. The core contact set: current title, seniority, department, direct phone, LinkedIn URL. The technographic layer: CRM, marketing automation, cloud, security tools. Beyond that, teams enrich by use case: intent signals for prioritization, account hierarchy for enterprise selling, email verification right before outbound sends.
What are the main data enrichment providers?
ZoomInfo and Apollo lead on B2B firmographic and contact depth. Clearbit (now part of HubSpot) is a long-standing choice for real-time progressive enrichment at form submit. Lusha focuses on direct dials and work emails at a lower price point. Bombora and G2 are the dominant intent-data providers. Most programs anchor on one primary database and use a secondary provider as a waterfall fallback on misses.
How often should CRM data be enriched?
Progressive enrichment fires every time a form submits, so new captures are complete from day one. Batch enrichment should run at least monthly against the full base, weekly against the active pipeline, and nightly against new captures that progressive missed. Verification (deliverability checks on email and phone) should run right before any outbound campaign fires, because the base ages faster than most teams expect.
Is data enrichment GDPR compliant?
It can be, with the right setup. GDPR requires a lawful basis for processing personal data, and B2B contact enrichment usually relies on legitimate interest with a documented balancing test. The provider must have a signed data processor agreement, the enriched fields must respect the same right-to-know and right-to-delete workflows as collected fields, and consumer (not B2B) contact enrichment typically needs explicit consent. Compliance is a workflow question, not a provider question.
What happens if enrichment data conflicts with what a rep entered?
Write rules decide. A healthy program codifies the rules: enrichment can fill blank fields freely, enrichment can refresh fields the system last touched, but a value entered or edited by a human in the last ninety days blocks the batch overwrite. Borderline cases flag for manual review rather than silently merging. The rule set keeps the batch job from quietly undoing a sales correction, and keeps the sales team trusting the data.