Quick Question: Does Account Enrichment utilize credits?

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Brandon McBride
Brandon McBride Posts: 293 ✭✭✭✭✭✭

See title.

Comments

  • Hi Brandon! If you're enriching accounts by exporting data from Sales Intelligence directly to CRM/SEP then 1 credit is only charged if company / people record is exported & we have successfully added / updated any net-new data in your CRM /SEP based on the integration field mapping settings.

    For CSV export: 1 credit is charged if company / people record has been exported.

    Short answer: CRM/SEP exports any new company record will cost a credit. CSV exports any company record will cost a credit

  • Brandon McBride
    Brandon McBride Posts: 293 ✭✭✭✭✭✭

    @Ben Funkhouser What about through orchestrations?

  • @Brandon McBride I work with the Orchestrations team- I'm tagging in @john_iannone who has a few questions. Thanks!

  • Brandon McBride
    Brandon McBride Posts: 293 ✭✭✭✭✭✭

    Thanks!

    @john_iannone To give you some context, we just purchased Sales Intelligence. Before that, we were running orchestrations to enrich accounts - only a few fields because at the time we set it up we had Clearbit and ZoomInfo. I never actually checked on whether it was enriching because the majority of our enrichment was done elsewhere.

    Now that we've cut ties with Clearbit and ZoomInfo, I've been given a heads-up on a conversation taking place and I just wanted to confirm whether or not there was any sort of limitation or credit-like system for account and lead/contact enrichment that takes place via orchestration.

    Also, on a somewhat related note - is there any tie between orchestration credits and Sales Intelligence credits? Sales Ops negotiated the contract, but at ZoomInfo a credit was a credit, so he may have not thought to ask.

  • Hi @Brandon McBride , great to e-meet you! Yes, there is a credit pool that is used in the enrichment orchestration which can be found on your sales contract.

    To answer your 2nd question, no, Orchestrations and Sales Intelligence currently pull from different credit pools. Both should be available on your contract as well. Hope this helps!

  • Brandon McBride
    Brandon McBride Posts: 293 ✭✭✭✭✭✭

    Thanks John. It looks like we have 5,000. So that's to be used for contact enrichment, account enrichment, contact acquisition, and account acquisition - correct?

  • Hey @Brandon McBride let me know if this answers your question about usage tracking:

    Screen Shot 2023-09-12 at 3.11.35 PM.png

    reports --> usage --> product metrics --> scroll down

  • Brandon McBride
    Brandon McBride Posts: 293 ✭✭✭✭✭✭

    Thanks @Rachel Zerilla! I have a ton of charts in that section, but I don't have that one.

  • @Brandon McBride I'll check into it!

  • @Brandon McBride Chatted with @Lucas Pernell and he's on it 😊

  • Brandon McBride
    Brandon McBride Posts: 293 ✭✭✭✭✭✭