Best Data Enrichment Tools for Salesforce [2024]

Data enrichment tools for Salesforce are key to unlocking its real potential.

Many reps wrestle with CRM data accuracy, tangled integrations, and managing a lot of information.

If you’re struggling with Salesforce data issues, this blog will help you make informed decisions about what tool to invest in.

1. Kaspr

Kaspr is an excellent tool for enriching contact information in Salesforce. Its seamless integration with Salesforce allows users to automate simple enrichment tasks, such as capturing and updating contact information directly within the CRM.

Kaspr’s integration enhances data quality by filling in gaps and ensuring that records are consistently up-to-date. Additionally, Kaspr's enrichment workflows streamline the process, automating data entry and reducing the manual effort required to maintain accurate and complete customer profiles, including B2B email and phone numbers.

Kaspr is easy and quick to set up, making it a good option for smaller teams or those looking for straightforward contact enrichment without the need for extensive customization.

Best features

• Directly syncs with Salesforce to import and update B2B emails and phone numbers.
• Creates workflows that automatically enrich data in Salesforce.
• Updates Salesforce records in real-time with the latest contact information.
• Allows users to select which data points to capture and sync with Salesforce.
• Easy to set up and use, with clear instructions and an intuitive dashboard.
  
  

Pricing

• Kaspr offers competitive pricing with a free option including unlimited B2B emails and a limited number of phone credits. 
• The starter plan starts at $39/month which includes a limited number of credits for data enrichment.
• The business plan starts at $79/month, providing more credits and unlimited enrichment workflows.
• The organization plan starts at $99 and includes launching unlimited workflows and uploading unlimited bulk enrichment files.

2. Cognism

Thanks to its native integration with Salesforce, Cognism Enrich is a powerful data enrichment tool for Salesforce. It offers comprehensive data management within Salesforce and more advanced automation capabilities than Kaspr which significantly reduce manual work.

The platform automates complex data enrichment workflows for continuous data enrichment, triggering updates based on certain conditions and bulk enrichment of existing Salesforce records. 

Cognism’s technically advanced integration and premium B2B data, including manually verified phone numbers, B2B emails, and intent data, would benefit teams with complex customization needs that require highly compliant and accurate data.

Best features

• Instant and scheduled enrichment jobs: Automatically enrich records in real-time or on a set schedule based on specific criteria using a query builder.
• Customizable field mapping: Define how Cognism data is mapped to Salesforce fields, with options to set rules at both the job and global levels.
• Comprehensive job tracking: Access a dashboard to view statistics like match rate, updated records, and enriched data points, along with error handling.
• Flexible update frequencies: Schedule enrichment jobs daily, weekly, or monthly, with detailed control over timing and criteria.
• Data security and compliance: Enriched data is processed securely with advanced encryption standards and only used to provide the specified enrichment functionality to comply with GDPR.

Pricing

• Cognism offers advanced features for Salesforce data enrichment at a higher price point. The pricing may be justified for businesses with extensive data needs and budget flexibility.

• Custom pricing is based on the specific needs of larger organizations. Reach out for a custom quote.

3. Clearbit

With Clearbit’s Salesforce integration, you can automatically enrich contact and company data with information from a wide array of sources. This allows users to improve lead scoring and segmentation.

Clearbit’s data enrichment is highly customizable, enabling businesses to map specific data points directly to Salesforce fields.

Best features

• Automatically enrich Salesforce records with the latest contact and company information.
• Tailor which Clearbit data points are synced with Salesforce fields.
• Automated lead scoring and segmentation with enriched data.
• Set triggers for real-time updates to enrich Salesforce records.
• Access data from over 250 million contacts and 20 million companies.

Pricing

• Clearbit offers pricing based on the number of API calls and data enrichment needs.
• Basic plan starts at around $99/month.
• Custom pricing for enterprises. 
• It’s best to consult Clearbit to determine the best plan for your needs, especially if you require tools for Salesforce enrichment.

4. ZoomInfo

ZoomInfo is another data enrichment tool that provides deep integration with Salesforce. It offers company and contact data enrichment and advanced automation capabilities.

Salesforce users can set up rules and workflows that automatically update the CRM with the most relevant data. The platform also supports bulk enrichment and provides insights into the effectiveness of data updates through detailed reporting.

Best features

• Tool for enriching Salesforce records with data from a vast database of B2B contacts and companies.
• Automate enrichment with rules-based workflows that update Salesforce data.
• Perform bulk data enrichemnt to existing Salesforce records.
• Monitor enrichment performance and data quality with detailed reporting and analytics tools.
• Enhance Salesforce lead scoring models with enriched data to improve targeting and conversion rates.

Pricing

• ZoomInfo tiered pricing is based on the number of users and access to features like data enrichment and Salesforce integration.
• Custom pricing, typically for larger organizations that require extensive data access and additional features.
  
  

5. InsideView

InsideView’s Salesforce integration enhances CRM data with in-depth company and contact insights to enable sales teams to better target and engage prospects.

This Salesforce enrichment tool offers a combination of real-time updates and bulk data enrichment. InsideView also supports account-based marketing strategies by providing rich company insights that can be used to identify key decision-makers and tailor messaging.

Best features

• Enrich Salesforce records with detailed information on companies and key contacts.
• Automatically update records in real-time or through scheduled bulk enrichment jobs.
• Enhance ABM efforts by identifying decision-makers and enriching accounts with relevant insights.
• Map InsideView data to specific Salesforce fields to align with business needs.
• Access actionable insights that help sales teams better understand and engage their prospects.

Pricing

• Various packages with pricing that scales based on company size and data needs.
• Starter plan starts at around $99/user/month for basic access to company and contact data.
• Custom pricing for larger organizations, offering extensive data enrichment and integration capabilities.

6. Lusha

Lusha is a LinkedIn email finder and another tool for quick and reliable contact data enrichment in Salesforce CRM. The integration enables users to enrich Salesforce records with verified emails, phone numbers, direct dials, and other contact details.

The tool is known for its ease of use and straightforward setup, making it ideal for teams that need quick access to contact data without complex configurations. The platform also supports bulk enrichment to allow for efficient data updates across large datasets.

Best features

• Enrich Salesforce records with verified email addresses, phone numbers, and other key contact details.
• Easy setup and integration process.
• Bulk Salesforce data enrichment.
• Access and enrich Salesforce with real-time data.
• Tailored for B2B sales teams that need reliable and up-to-date contact information for prospecting.

Pricing

• Lusha has subscription-based pricing with a focus on credits that are used to access contact information.
• Basic plan starts at $29/user/month, providing access to a limited number of credits (e.g., 50 credits/month).
• Custom pricing, usually for teams or enterprises needing large volumes of data and additional features.
  
  

What are the best practices for seamless Salesforce data integration?

Salesforce data integration involves providing clear guidelines, best practices, and support resources to ensure a smooth and efficient process. It involves following several steps that ensure you can achieve a seamless integration with Salesforce that enhances your data quality and drives better business outcomes.

1. Set goals and metrics for success

Identify the specific goals for integrating enriched data with Salesforce, such as improving lead quality, enhancing account information, or automating data updates. This will determine key performance indicators to measure the integration’s success, such as increased lead conversion rates or reduced manual data entry.

2. Prepare the Salesforce environment

It’s a good practice to clean up your existing Salesforce data and standardize its format. For example, look into removing duplicates and correcting any inaccurate data to avoid conflicts during integration. Also, identify and create any custom fields in Salesforce that will be necessary to accommodate the enriched data.

3. Integration features

Leverage data enrichment tools’ native Salesforce integration, which provides a direct and seamless connection between the two platforms. For example, Cognism works over Salesforce so that reps don’t have to leave the CRM to access fresh data.

Other tools for Salesforce data enrichment leverage API integrations. They allow users to create tailored workflows and data enrichment processes.

4. Set up data enrichment workflows

Configure automated workflows in Salesforce to instantly update and enrich your contact and account records with fresh data. It ensures your historical data and new data entering your CRM are always up-to-date. Alternatively, schedule regular data synchronization to ensure your Salesforce records.

5. Map fields correctly

Accurately map data enrichment tool’s fields to corresponding Salesforce fields to ensure data is imported correctly. Pay attention to custom fields and ensure all relevant data points are captured. Additionally, you can set up validation rules in Salesforce to maintain data integrity and consistency.

6. Monitor data quality

Regularly run data quality reports in Salesforce to identify and address any issues with the integrated data. Implement error-handling processes to manage any data discrepancies or integration failures.

7. User training and adoption

Provide training sessions for your sales team to familiarize them with the new Salesforce data enrichment features and how to use the enriched data effectively. You may also consider developing comprehensive user guides and FAQs to help users navigate the How can small businesses and startups enrich Salesforce data?

How to successfully implement Salesforce data enrichment in large organizations?

When considering the enrichment of Salesforce CRM data, different stakeholders, from C-level executives to regular sales reps, have distinct perspectives and priorities.

By addressing the unique needs of everyday Salesforce users and the priorities of stakeholders, companies can successfully implement Salesforce data enrichment that drives business success and enhances sales performance.

Here are the key considerations for each group. 👇

C-Level executives

Strategic alignment with business goals and ROI

Sales executives often ensure that the data enrichment tool for Salesforce aligns with the broader business strategy, such as improving lead conversion rates, enhancing customer segmentation, and driving revenue growth. To evaluate the ROI for data enrichment tools and processes, consider both direct and indirect benefits.

Data quality and accuracy

Maintaining high standards for data integrity is important to support strategic decision-making. That’s why it’s key to ensure data enrichment processes comply with data privacy regulations (e.g., GDPR, CCPA) and internal data governance policies.

Scalability

As a C-level executive, choose Salesforce data enrichment solutions that can scale with the company’s growth, accommodating increasing volumes of data and users. Ask your provider if they offer seamless integration with your existing systems and processes to avoid disruptions.

Cost management

The total cost of ownership includes subscription fees, integration costs, and potential hidden expenses (i.e. extra fees for increased credit consumption). Look for a cost-effective pricing model that provides maximum value for your needs and team structure without compromising on quality.

Security and privacy

Salesforce is a leader in securing sensitive customer information. When considering enrichment tools, prioritize those that offer robust security measures so as not to compromise Salesforce’s reliability. Choose reputable vendors with strong security practices and a proven track record.

Sales managers

Data relevance and usability

Sales Managers want a data enrichment tool for Salesforce that provides actionable insights to improve sales strategies and reps’ performance. They want tools that allow customization to meet the specific needs of different sales teams or regions.

Adoption and training

Managers responsible for developing and implementing effective training programs want sales reps to leverage enriched data effectively. That’s why selecting user-friendly tools for enriching Salesforce CRM is one of their top priorities. It guarantees easy adoption by sales teams without extensive training. 

Performance monitoring

Managers need to track key performance indicators to measure the impact of Salesforce data enrichment software on sales performance, such as lead conversion rates and sales cycle times. They also establish a feedback loop with sales reps to continuously improve the CRM enrichment process based on real-world usage.

Workflow integration

One of the main concerns for managers is to ensure that the enriched data integrates seamlessly into existing sales workflows and processes, minimizing disruptions. Their aim is to automate Salesforce enrichment and reduce manual data entry in favor of high-value activities.

Sales Reps

Data accuracy and completeness

Sales reps also want accurate and complete data in their Salesforce to effectively engage with prospects and customers. The data enrichment tool needs to feed the CRM the latest information about leads and accounts.

Efficiency and productivity

Sales reps want tools that will save time by automating data entry to Salesforce and providing easy access to relevant information. It helps reps prioritize leads based on enriched data, such as lead scoring or segmentation.

Ease of use

Choose tools with an intuitive interface that integrates well with Salesforce and reduce the learning curve. Reps need to have access to support and resources to quickly resolve any issues and maximize tool usage.

Customization

One of the main features reps look for in tools that enrich Salesforce data is the ability to use custom fields that are relevant to their specific sales process.

How can smaller businesses enrich Salesforce data in a cost-effective way?

Smaller businesses can enrich Salesforce data without breaking the bank by adopting cost-effective strategies and leveraging affordable tools. Here are some practical approaches.

1. Use free or low-cost tools

Use the free versions of Salesforce data enrichment tools, like Kaspr. While the offer is limited and focuses on simple enrichment capabilities that can still provide valuable data like accurate contact information. Kaspr’s lower-tier plans are particularly useful for small teams focusing on B2B sales.

2. Use native Salesforce features

While Data.com is no longer available, Salesforce offers native data management tools for basic enrichment and data cleanliness. For example, use Salesforce’s built-in validation rules and custom fields to ensure data is entered accurately and consistently.

3. Integrate with free APIs

Small business can enrich their Salesforce data using free or low-cost APIs like Google Maps to enrich location data within Salesforce. Or integrate with open data sources or free leads databases (e.g., company registries, social media profiles) to enrich company and contact data.

4. Manual enrichment and data hygiene

Smaller sales teams can also manually update and enrich records based on their interactions with leads and customers. But it’s important to regularly review and clean Salesforce records to ensure they remain accurate.

Alternatively, you can hire virtual assistants or freelancers from platforms like Upwork or Fiverr to manually enrich data, which can be more cost-effective than subscribing to expensive data enrichment tools for Salesforce.

5. Targeted enrichment

Instead of enriching your entire Salesforce database, prioritize enrichment for your most valuable leads and accounts. This targeted approach can save costs while still providing significant value.

Alternatively, try batch processing to enrich data in bulk at specific intervals rather than in real-time. This can be more cost-effective and still keep your CRM relatively up-to-date.

Take advantage of free trials

Many enrichment Salesforce tools offer free trials or limited-time demos. Use these to enrich a portion of your data at no cost.

By combining these strategies, smaller businesses can enhance their Salesforce data quality effectively without incurring high costs.

Try Kaspr’s LinkedIn Extension for free

It has a community with 100K+ active users enjoying these benefits:

• Unlimited B2B email addresses
• All-in-one prospecting tool
• 500M+ phone numbers and email addresses
• 200M+ business profiles
• Free plan with LinkedIn Chrome Extension available
• GDPR and CCPA aligned
• Fully self-service
• Automated outreach
• Credit card free sign-up