Two Services to Enrich and Verify Your Data and Save Salespeople Time

Perhaps nothing is more important for your sales effort than having up-to-date and actionable information about your customers and contacts and minimizing the time salespeople spend entering data. Oracle provides two services that enrich your customer data, improve its accuracy, and eliminate data entry time.

For account and contact information, you can obtain information on millions of companies worldwide by subscribing to the Oracle Account and Contact Enrichment by Dun & Bradstreet (D&B). A second service, Oracle Address, Email, and Phone Verification, ensures that you have the correct postal addresses, that your emails don't bounce, and your calls go through.

Note: Oracle Account and Contact Enrichment by Dun & Bradstreet (D&B) is the new name for Data as a Service (DaaS).

Here's an overview of the 2 services:

Service

Oracle Account and Contact Enrichment by Dun & Bradstreet (D&B)

Oracle Address, Email, and Phone Verification

Purpose

Account and contact search, enrichment, and prospecting.

Address, phone, and email address verification.

What It Does

Instead of entering data themselves when they create accounts, salespeople can look up the organizations they sell to from Dun & Bradstreet Corporation, one of the premier sources of business information. The service provides access to more than 347 million account records and more than 135 million contact records worldwide. Included is information about more than 90 different company attributes, including sales volume, growth data, hiring trends, competitors, and so on.

Users can also filter the data by using over 60 company or contact attributes such as industry, revenue, company hierarchy, private or public indicator, contact title, contact department.

The service also provides information about account hierarchies, showing the linkages between a corporation's subsidiaries, branches, and divisions. You can also schedule account or contact enrichment on thousands of records at the same time.

Oracle licenses account and contact enrichment separately. You subscribe to the Oracle Account Enrichment Cloud Service and the Oracle Contact Enrichment Cloud Service.

Salespeople can search and validate addresses in more than 248 countries using data from Loqate.

They can verify addresses when creating or editing an account: correct misspellings, add missing elements (such as the postal code), and standardize elements (for example, changing "Drv" to "Dr"). You can also schedule address verification on thousands of records at the same time.

The service automatically checks if phone numbers and email addresses exist and informs you if they're invalid. No more bounced emails or calls that don't go through.

How It Works

Salespeople start typing the account name, and the application suggests possible matches straight away. Selecting a match automatically fills in all the rest of the information.

Salespeople can add contacts to accounts by job role. Selecting the Enrich action for existing accounts gets the latest information.

The account and contact information continues to be updated automatically based on synchronization rules setup by your administrator.

Salespeople start typing the street address in the search field and the application starts suggesting possible matches. Selecting one of the suggestions fills in the rest of the address fields.

You can also enable a Verify Address button that salespeople can use to verify addresses for a particular country. That's useful if you added nonstandard fields to the address or if salespeople don't always use the search field to look up an address.

You can also verify and update addresses in bulk.

The service informs salespeople if phone numbers and email addresses are invalid as soon as they enter them. They can also verify any existing ones to make sure they're still valid.

Setup

After you activate the service, and complete the simple setup described in this chapter in your sales application, salespeople can start looking up and enriching their data right away.

To get the most out of the application, however, you must add fields to the UI to expose the additional information you're getting. While most of the information maps onto fields you can expose using Application Composer, you must create some custom fields to map the rest.

After you activate the service, and complete the simple setup described in this chapter in your sales application, salespeople can start looking up street addresses and verifying phone numbers and email addresses.

In the CX Sales (Classic UI), you can also expose the Verify Address button with a few extra steps.

Where to Get More Information

This guide includes the information you need to get started. You can get the full scoop in the Using Account and Contact Enrichment by Dun & Bradstreet guide.

This guide includes the information you need to get started. You can get the full scoop in the Using Oracle Address, Email, and Phone Verification guide.