How Dreamdata Maps Contacts to Companies
Updated
by
Elise McCreary
A key feature in Dreamdata is our ability to map contacts to companies (also known as accounts). We achieve this through several underlying mechanisms, explained below.
Anonymous users on website
Dreamdata has the ability to collect IP information from anonymous visitors on your website which allows us to associate anonymous traffic with companies when the IP address is linked to a business. This will result in seeing events from Anonymous visitors on your company journeys.
Identified users on website
When a visitor on your website has accepted cookies and filled out a form which has captured their email address, Dreamdata can then use the email domain to link the visitor to a company. The email domain will need to be an exact match to the company url in order to make the association. Example: Visitor who has entered the email jane@doe.com will be associated with the company who has the url doe.com.
Contact Unification and Deduplication
Dreamdata merges duplicate contacts based on email address. Multiple instances of the same email address are consolidated into one contact record. This unified contact appears consistently in customer journeys and audiences
Email domains
Connecting visitors, contacts, and leads to companies is done primarily based on matching email domains to company websites. It is therefore important that companies in your CRM are given correct website urls as this will be used to associate contacts with the correct company.
Anonymous users on LinkedIn and G2
Anonymous users on LinkedIn and G2 are associated via domain names provided to Dreamdata from the ad platform and the domain names we have on the company.
Relations in MAP
Contacts or Leads pulled in from Marketing automation platforms will be connected to companies within Dreamdata based on their email domains.
What happens when a user is associated with multiple companies?
If a user is associated with multiple companies, their activity will be associated to all of the companies’ customer journeys. The same user can be on many accounts.
About Hubspot CRM System Behaviour
Contacts are associated to all companies the user has been associated with in Hubspot, even when their email domain does not match that of the email domain of the company.
About Salesforce CRM System Behaviour
Salesforce's data model does not support multiple domains. In Salesforce, it requires duplicate contacts by design. This occurs because contacts can only be associated with one account. Contact duplication in Salesforce is a workaround for multi-account association. In Dreamdata, all events on the contact email will be combined into a single contact journey if the email is matching on each account.
Relation to Attribution
In the stage model setup, you can define that only touches from contacts on an opportunity are given attribution. This does not in itself define the relation between contact and company. It is simply a selection mechanism defining that only specific users should be given attribution when using that specific stage model. It is not enough that a user is on the opportunity/deal, they must still be associated with the company in your CRM to get attribution.
