Subject: This knowledge article discusses how to choose prospects to enrich using Orum's Data Enrichment function. The article also includes recommended best practices.
Table of Contents:
1. How To Choose Prospects To Enrich
2. Data Enrichment Best Practices
How To Choose Prospects To Enrich:
1a. Prior to utilizing the ENRICH button, users should ensure that there is visible data populated in the following fields for the prospects they intend to enrich. This data helps Orum return the best results when searching for additional phone numbers.
- Name
- Company
- Title
- LinkedIn URL
***Email and LinkedIn URL are most effective in refining the enriched numbers for accuracy.
1b. Applicable ONLY for CSV (spreadsheet) Orum users-- please ensure that these exact column names are being used for the data that is being brought in. These column names prevent Orum from producing errors or not attaining the best results when searching for additional phone numbers using the ENRICH feature.
- "First Name" "Last Name" or "Name"
- "Company"
- "Title"
- "Email"
- "LinkedIn" **This field is particularly important to leverage the full power of the data enrichment feature.
2. Once a dial list has been loaded into Orum, users can check boxes next to the names of the prospects they want to enrich data for. Once the prospects have been selected, the user can simply click the green "ENRICH" button shown at the top of the Dialer page:
**Please ensure that all of contacts that will be enriched have email addresses associated with them as this is the most important criteria for data enrichment to search off of**
Data Enrichment Best Practices:
Orum recommends starting with using Data Enrichment for users that do not have callable numbers. Filter Orum to "Only Show Prospects With No Callable Numbers":
**Please ensure that all of these contacts have LinkedIn URLs and email addresses associated with them as this is the most important criteria for data enrichment to search off of**
Use the select all checkbox to place check-marks next to all the prospects that come up with the filter applied and click "ENRICH"