Article
Taking Action: 1-Step Closer to AI-Ready B2B Data
Best Practices: AI-Ready Data

By now, you’re well aware that AI is changing how B2B go-to-market (GTM) teams engage buyers, qualify leads, and drive pipeline. As you prepare for this shift towards AI, it’s critical that you don’t lose sight of the fact that AI isn’t plug-and-play – it’s data-dependent. If your CRM is cluttered, your intent signals are inconsistent, or your lead-to-account mapping is broken, your AI strategy will underperform before it even begins.
To unlock real results from AI – faster routing, better scoring, smarter engagement – you need a rock-solid data foundation. That starts by asking the right questions.
In recent blogs, we explored the reasons GTM teams feel obligated to get their data AI-ready and the top questions they have as they embark on their journey to AI-readiness. In this blog, let’s dive into the actions you can take today to start driving impact.
How do we identify and resolve duplicate or incomplete records in our CRM?
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Lead-to-account matching in Salesforce: what breaks and how to fix it
If you run inbound lead management in Salesforce, lead-to-account matching shapes more than routing. It decides whether the right account owner sees the lead, whether scoring reflects the full relationship, and whether your team acts on one buyer or a fragmented set of records.
That is why duplicate management and data deduplication sit at the center of lead-to-account matching. When matching fails, inbound speed drops, account context disappears, and revenue teams lose trust in Salesforce.
You feel the problem fast. A form fill lands. Salesforce creates a lead. The lead does not match the right account. Sales gets a net-new name with no account history. Marketing sees weak attribution. RevOps inherits more cleanup work.
This is not a Salesforce setting problem alone. It is an identity resolution and data hygiene problem that shows up inside Salesforce first.

Article
Buying group identification: how to map stakeholders before the deal stalls
Your pipeline does not stall because one lead goes quiet. It stalls because your team misses the full buying group.
That gap shows up early. You target one contact, score one response, and route one record. Meanwhile, the real decision sits across finance, IT, operations, procurement, and line-of-business leaders.
If you still treat leads as the GTM unit of execution, you lose visibility when deals gain complexity. Buying teams framed as GTM unit of execution give you a better model. You see who shapes the decision, who blocks it, and who needs proof before the deal moves.
That matters because B2B purchases now involve larger groups and more friction. 6sense reports that B2B buying groups average 10+ members. Forrester reports that 73% of purchases involve three or more departments. If you do not map the group early, your team reacts late.
For MOFU teams, the goal is not more names in a list. The goal is reliable buying group identification that links people, roles, accounts, and signals in time for action. That is where Custom Audiences and Third-Party Data start to matter.

eBook
9 Buyer Signals Every Revenue Team Should Be Tracking
Revenue teams operate inside a signal-rich environment. Buyers research, evaluate, and compare vendors across many channels before speaking with sales. That activity leaves data behind.
Most organizations collect fragments of those signals across marketing automation, CRM, web analytics, product tools, and third-party platforms. Few teams unify them. Fewer teams activate them in real time. The result: revenue teams operate with partial visibility into active demand.
According to Gartner research, B2B buyers spend only 17% of their purchase journey meeting with suppliers. The rest occurs independently through digital research and internal discussions. Signal visibility determines whether revenue teams recognize demand early or respond too late.
This eBook outlines the nine buyer signals every revenue organization should track continuously. These signals help revenue teams identify active buying groups, prioritize accounts, and accelerate pipeline.
When unified through a modern data intelligence architecture, signals shift go-to-market from reactive execution to signal-driven engagement.


