CRM Insights
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      CRM Insight FAQ

      CRM Insight is a RightBound feature for teams with CRM integration (currently available for Salesforce and Hubspot). It allows customers to update and enrich existing CRM records.

      CRM Insights is a RightBound feature available for admins with CRM integration (currently available for Salesforce and Hubspot). It allows customers to refresh, update, and enrich existing CRM records.

      Contact data is subject to change- contacts may change function/seniority and/or move to a new company: contact, company, and enriched data in the CRM records might not be updated.

      Customers want to keep their CRM records continually accurate and synced.

      RightBound allows running research intended to update and enrich CRM records with specific characteristics and filters requested by the customer.

      The CRM Insights page consists of 2 tabs:

      • Snapshot: A quick sample of research based on four pre-determined categories with limited results.

      • Deep-dive: full CRM Insights research, based on customized filters and research/enrichment settings; can run as one-time research or periodically.

         

      User selects the requested settings:

      • Naming the project.

      • Selecting dynamic filters.

      • Verifying and enriching results - Phase 1 allows contact verification and contact enrichment in selected accounts.

      • Receiving the results - Phase 1 allows email results (a CSV file and an analysis report).

      • Approving the project -

        • Reviewing the expected accounts/contacts to be included in the research.

        • If needed, modify the CRM field mapping and overwriting settings.

      • Results:

        • Results file - CSV format, shows TCL data; if the user selected contact enrichment- email and phones will be added. Enriched contact data is provided in the results CSV under rb_contact_email and rb_contact_phone.

        • Statistics report - PDF format; includes insights on matched and verified contacts; breakdowns of contacts who changed seniority, function, or moved to a new company; stats on enriched contact data.

      • Credit charge: CRM Insights' credit behavior follows RB's credit policy. The credit charge is based on the provided data. CRM Insights does not include Phone Score settings or charges.


      User Flow:

      The user selects the requested settings similarly to phase 1. Phase 2 additions:

      • Receiving the results:

        • Phase 1 allows email results only (via CSV and PDF report), which is the default option.

        • Phase 2 allows users to refresh their CRM account and contact records with CRM Insights results.

      • Refreshing CRM data:

        • Users can select if they permit RB to update existing CRM accounts and contact records

        • CRM updates are done in accordance with the user field mapping and overwrite settings - if a field wasn’t permitted for overwriting, the CRM Insights refreshed data will not be reflected on the CRM record.

        • Account and contact CRM records will be updated according to the research results - this should be reflected in the CRM record. For example - Jordan has a Hubspot contact record:

          • Jordan’s seniority, function, email, and mobile number have been updated/added - the updates are reflected in the contact record.

          • The user can see when that data was updated ('change made on' → date) and by whom ('Source' → RB integration).

        • If the user has both CRM and SEP integration, the refreshed CRM data will also be reflected in the user’s SEP.

      • Run periodic research:

        • Users can run CRM Insights periodically → daily, weekly, monthly.

        • Each periodic job includes the initially selected filters, enrichment, and results settings.

        • The job is triggered every 24h, 7d, or 30d (regardless of exact dates, holidays, etc.) - the current phase doesn’t allow periodic research editing/pausing/rerunning (will be added for the next phase).

       

       


      • FAQ:

        • Who can use this feature? CRM Insights is enabled for admins/co-admins with CRM integration or CRM (Hubspot, SFDC) and SEP integration.

        • What is the general user flow? Users name the project, select filters, set the requested enrichment (contact verification, email, email, and phone), and select how to get results (via email with CSV and PDF reports, update CRM records).

        • How many CRM records can CRM Insights support? There is no limitation.

        • Dynamic Filter selection:

          • Which dynamic filters can be selected? Admins can select single/multiple filters.

          • Can users know how many contacts/accounts they can expect to cover in a project? The project’s approval notification includes a counter that indicates the contact and account amounts that the research will cover, according to the filters.

        • Enrichment setting options:

          • What’s RB’s match rate? CRM Insights matches over 80% of the customer’s CRM valid contacts (if the contact isn’t valid, to begin with- RB won’t run it through).

          • What are the default research settings for CRM Insights? Contact verification (always pre-selected).

          • What’s included under CRM Insights contact enrichment? Email and phone sourcing (without phone scoring). Admins can select to enrich only emails (default option, always pre-selected) or both emails and phones. Enriched contact data appears under rb_contact_email and rb_contact_phone in the CSV.

          • A contact input email and RB updated email are different. What does it mean? If RB sourced a new email, the input email will be different than the RB email. The RB email is the updated email.

        • CRM updates:

          • How can CRM Insights results be updated in the CRM data? If the admins select CRM update, the results will be updated in the account/contact CRM record. Admins can select updating existing records OR updating existing records and creating new records.

          • How do field mapping settings affect how CRM Insights are presented in the CRM? If the user permits RB to overwrite a field (done on the field mapping settings), the updated value will appear in the CRM record.

          • Which fields can be updated? All CRM fields that have been permitted to be overwritten.

          • Where can users see the CRM updates? CRM account/contact records will show the new/updated value in the updated field (if this field was permitted for overwriting).

          • Where can users see when the update took place? On the CRM record → 'change made on' = date (the CRM insights completion job date)

          • Where can users see who updated the field? On the CRM record → 'Source' = RB integration.

        • Getting results:

          • How do admins get the results? Via email (the default option for this feature). If the user selects to update CRM records- CRM Insights results will also be updated in the CRM.

          • What’s included in the email? 2 attached links: raw data CSV and a PDF analysis report.

          • What’s included in the CSV file? Raw data of all the contacts under the requested dynamic filters. New and updated data is reflected in the file under specific columns (value → true/false): rb_contact_function_changed, rb_contact_seniority_changed, rb_contact_company_changed, rb_contact_email, rb_contact_phone.

          • What does the CRM Insights analysis report include?

            • General stats (total records, total valid records, total matched records, and missing data on existing CRM records).

            • Contact breakdowns: contacts that changed company, contacts that changed seniority and/or function; contacts with new email and/or phones.

          • What should the customer do with the results? CS should advise admins to review the results and understand the overall CRM updates RB spotted for them.

          • If the admin didn’t select to enrich contacts, the file can be uploaded as a list (TCL).

          • If the admin didn’t select to update CRM, they can upload the results file to their CRM.

        • Credit charge:

          • Is the customer’s credit balance affected by CRM Insights? Yes, according to RB's credit policy. There is no credit charge limitation for

          • Is there a credit charge limitation for CRM Insights? No.