Orbitly

Introduction

Accurate lead information is crucial for successful sales and marketing campaigns. When your team contacts potential customers with incomplete or outdated details, conversion rates drop, and valuable opportunities are lost. Orbitly solves this problem by combining different data sources to create enriched lead profiles that enable more effective sales outreach strategies.

In this comprehensive guide, you'll discover how Orbitly enhances lead records using various data points to deliver accurate and enriched information for effective sales outreach strategies. You'll learn how to properly prepare your data files, understand the minimum requirements for successful enrichment, and navigate the platform's enrichment process from upload to integration.

This article covers everything from preparing CSV files and naming columns correctly to using social profiles for improved accuracy. You'll also find best practices for enhancing data quality and smoothly integrating enriched leads into your existing sales tools. By the end, you'll have the knowledge needed to turn your lead data into a competitive advantage that delivers measurable results.

Understanding Lead Data and Its Importance

Lead records are crucial for your sales and marketing efforts. They hold important details about potential customers such as names, email addresses, phone numbers, company information, and social media profiles. These online profiles represent real individuals who have expressed interest in your products or services, making them valuable resources for growing your business.

The Challenges of Missing Data

Missing data poses significant challenges in today's sales landscape. You may come across lead records with incomplete email addresses, outdated phone numbers, or missing company information. These gaps happen naturally as prospects change jobs, update their contact details, or provide limited information during initial conversations. Common data issues include :

• Partial contact information with only an email address or phone number
• Outdated company affiliations and job titles
• Missing social media profiles that could offer additional insights
• Incomplete demographic or firmographic details

The Consequences of Poor Data Accuracy

The effects of inaccurate lead data go beyond mere inconvenience. When your sales team tries to reach out using incomplete or incorrect information, you risk facing lower response rates, wasting time on unproductive leads, and missing opportunities with qualified prospects. Marketing campaigns also suffer from ineffective targeting, resulting in decreased conversion rates and inefficient use of budget resources.

In addition to these operational challenges, inaccurate lead data can harm your brand reputation. Sending emails to incorrect addresses, calling disconnected numbers, or addressing prospects with wrong names creates negative first impressions that may permanently damage potential business relationships.

The Solution: Lead Enrichment

Lead enrichment is the solution to these problems. It involves enhancing your lead records by filling in the missing information through various methods such as cross-referencing multiple sources and databases. This process aims to provide accurate and up-to-date details about your prospects and their companies.

The benefits of lead enrichment are twofold :

1. Improved Sales Efficiency : By having complete prospect profiles before reaching out for the first time, your sales team can work more efficiently. They can tailor their communication based on individual preferences, target specific decision-makers within organizations, and choose the most effective channels of communication.
2. Enhanced Marketing Effectiveness : With enriched lead data at hand, you can refine your marketing strategies as well. By understanding who exactly your ideal customers are (based on demographic/firnographic information), you can create highly targeted campaigns that resonate better with them - leading ultimately to higher conversion rates.

Remember : every piece of accurate information adds value when it comes to connecting with potential clients!

Orbitly

Orbitly is a powerful platform for lead enrichment that turns incomplete prospect data into detailed, actionable information. This innovative tool uses data sources such as social profiles, emails, phone numbers, and company details to fill in the missing pieces of your lead records.

Discover Orbitly

Key Data Points Used by Orbitly for Enrichment

Orbitly's enrichment engine relies on five core data points to identify and complete missing information in your lead records. Each data point serves as a unique identifier that helps the platform match your existing data with comprehensive databases.

Essential Data Points for Matching

1. Email addresses function as primary identifiers, offering direct pathways to professional profiles and associated company information. When you provide an email, Orbitly can trace connections to social media accounts, job titles, and organizational details.
2. Phone numbers serve as secondary verification points, particularly valuable for mobile numbers linked to professional networking platforms. These digits often connect to verified business profiles and current employment information.
3. Social profiles unlock rich datasets beyond basic contact details. LinkedIn URLs, Twitter handles, and other professional network identifiers provide access to current job roles, company affiliations, and professional connections.
4. Company names paired with other identifiers create powerful matching combinations. When you include company information alongside personal data points, Orbitly can verify employment relationships and extract organizational hierarchies.
5. Names require additional context to achieve accurate matches. Full names work best when combined with company information or other identifying data points.

Strategic Data Point Combinations

The magic happens when you combine multiple data points. Here are proven combinations that deliver exceptional enrichment results :

• Email + Company : Validates employment relationships and extracts comprehensive professional details
• Phone Number + Name : Connects personal identifiers to current business information
• Social Profile + Company : Confirms job roles and provides detailed organizational context
• Name + Company + Email : Creates triple verification for maximum accuracy

Each additional data point you provide increases match probability exponentially. A single email might yield basic information, but combining that email with a company name and phone number can unlock detailed professional profiles, social media accounts, and verified contact information.

The platform's algorithm weighs these combinations differently, prioritizing verified email addresses and established social profiles for the most reliable enrichment outcomes.

Preparing Your CSV File for Enrichment in Orbitly

Creating a properly formatted CSV file is essential for successful lead enrichment with Orbitly. The structure of your spreadsheet directly affects the platform's ability to accurately match and enrich your lead records.

Setting Up Your Spreadsheet

Google Sheets and Excel are both excellent tools for organizing your lead data before uploading it to Orbitly. Start by opening either application and selecting a blank spreadsheet or workbook.

Create dedicated columns for each data point you want to include :

• Email addresses
• Phone numbers
• Social profiles (LinkedIn URLs)
• First and last names
• Company names

Column Naming Best Practices

Proper column naming ensures that Orbitly recognizes your data fields correctly during the enrichment process. Use these standardized column headers :

• email - for email addresses
• phone - for phone numbers
• first_name - for first names
• last_name - for last names
• company - for company names
• linkedin_url - for LinkedIn profile URLs

Avoid using spaces, special characters, or inconsistent capitalization in your column headers. These naming conventions help Orbitly's system automatically map your data fields without manual intervention.

Maximizing Data Points for Better Results

Adding multiple data points to each lead record significantly increases your match probability. A lead record containing an email address, company name, and LinkedIn profile provides Orbitly with three reference points for verification and enrichment.

Consider this example structure :

Saving Your File

Once you've organized your data, save the file as a comma-separated values (CSV) format. Both Google Sheets and Excel offer CSV export options in their file menu. This format ensures compatibility with Orbitly's upload system and maintains data integrity during the transfer process.

Minimum Requirements and Enrichment Criteria in Orbitly

Successful lead enrichment in Orbitly depends on providing the right minimum combination of data points in your CSV file. The platform requires specific field combinations to effectively match and enrich your lead records, and understanding these requirements ensures optimal results from your enrichment process.

Essential Data Point Combinations

Orbitly's matching algorithm works most effectively when you provide one of these core combinations :

• Email + Company name - The most reliable combination for B2B lead enrichment
• Phone number + Full name - Ideal for direct contact enrichment scenarios
• Social profile URL + Name - Leverages social media data for comprehensive matching
• Name + Company + Location - Useful when email or phone data isn't available

Configuring Your Enrichment Parameters

Within Orbitly's interface, you'll find criterion selection options that let you customize the enrichment process. These settings determine which fields are mandatory in your final dataset :

• Select "Must include phone numbers" if cold calling is your primary outreach method
• Choose "Verified emails required" for email marketing campaigns
• Enable "Social profiles included" for social selling approaches
• Set "Company information mandatory" for account-based marketing initiatives

Data Quality Thresholds

Orbitly maintains strict matching standards to ensure data accuracy. The platform requires at least two matching data points from your original CSV to consider a record for enrichment. This dual-verification approach significantly reduces false matches and maintains the integrity of your lead database.

You can adjust confidence thresholds within the platform to balance between match quantity and data accuracy, allowing you to prioritize either broader coverage or higher precision based on your specific campaign requirements.

Uploading and Enriching Lead Data Using Orbitly

The steps to upload and enrich data in Orbitly begin with accessing the platform's enrichment interface. You'll find a designated drop zone area where you can directly drag and drop your prepared CSV file. The platform accepts files up to specific size limits, making it suitable for both small-scale campaigns and enterprise-level data enrichment projects.

File Upload Process

1. Navigate to the enrichment dashboard within your Orbitly account
2. Locate the file drop zone - typically displayed as a prominent upload area
3. Drag your CSV file directly into the designated space, or click to browse and select your file
4. Wait for file validation - Orbitly automatically scans your file to verify column headers and data structure

The platform performs an immediate compatibility check, identifying whether your CSV contains the necessary data points for successful enrichment. You'll receive instant feedback if any column naming issues or structural problems exist.

Configuring Enrichment Parameters

After successful file upload, you'll access the enrichment configuration panel. This interface allows you to specify exactly what type of data you want to retrieve :

• Required data fields - Select which information must be present in the enriched results
• Optional enhancement criteria - Choose additional data points you'd like to include when available
• Match confidence levels - Set thresholds for data accuracy requirements
• Geographic targeting - Specify regional preferences for contact information

Initiating the Enrichment Process

You can customize the enrichment scope by selecting specific criteria combinations. For instance, you might require phone numbers for all records while making social profiles optional. The platform displays estimated processing times based on your file size and selected criteria.

Once you confirm your settings, Orbitly begins processing your data through its enrichment algorithms, cross-referencing multiple databases to complete missing information across your lead records.

Leveraging Social Profiles and Emails for Enhanced Enrichment Accuracy with Orbitly

Using social profiles and emails for enrichment, Orbitly transforms how you approach lead data completion by tapping into rich digital footprints that traditional contact databases often miss.

The Power of Social Profile Data

Social profiles serve as digital identity verification tools that extend far beyond simple contact information. When you include LinkedIn URLs, Twitter handles, or Facebook profiles in your CSV uploads, Orbitly accesses comprehensive professional backgrounds, current employment status, and real-time career updates that static databases cannot provide.

These profiles reveal :

• Current job titles and responsibilities that may have changed since your initial lead capture
• Company affiliations and recent career moves that help verify lead authenticity
• Professional networks and connections that provide context for personalized outreach
• Industry expertise and interests that inform your sales approach

The cross-referencing capability becomes particularly powerful when you combine social profiles with other data points. A LinkedIn profile paired with a company name creates multiple verification touchpoints, dramatically increasing match accuracy rates.

Email Verification as a Confidence Multiplier

Verified emails act as anchor points in Orbitly's enrichment algorithm, providing a stable foundation for data matching. When you upload leads with confirmed email addresses, the platform uses these as primary identifiers to build comprehensive profiles around verified contacts.

Email verification enhances enrichment through :

• Identity confirmation that reduces false positive matches
• Professional context derived from email domain analysis
• Communication preference insights based on email patterns
• Data freshness validation through deliverability checks

The combination of verified emails with social profiles creates what data specialists call "multi-point authentication" - a process where multiple data sources confirm the same individual, resulting in enrichment confidence scores that often exceed 95%.

Your enrichment accuracy improves exponentially when you provide both social profiles and verified emails, as Orbitly can cross-validate information across multiple digital touchpoints before completing missing data fields.

Integrating Enriched Data with Sales Outreach Tools: A Seamless Process with Orbitly

Integrating enriched data with sales tools becomes effortless once you've completed the enrichment process in Orbitly. The platform's export functionality allows you to download your enhanced lead records as a CSV file, maintaining the same format structure you originally uploaded while adding the newly discovered data points.

Direct CRM Integration Options

Popular CRM platforms like Salesforce, HubSpot, and Pipedrive accept CSV imports directly from Orbitly's enriched datasets. You can map the enriched fields to your existing CRM structure during the import process :

• Contact information fields automatically populate with verified phone numbers and email addresses
• Company data enriches account records with accurate firmographic details
• Social profile links enhance prospect research capabilities within your CRM interface

Sales Outreach Platform Compatibility

Orbitly's enriched data integrates seamlessly with leading sales outreach tools including Outreach.io, SalesLoft, and Apollo. The enriched CSV format contains properly formatted columns that these platforms recognize during import :

• Email sequences benefit from verified contact information
• Phone dialing campaigns utilize accurate phone numbers with proper formatting
• Personalization tokens draw from enriched company and role data

Workflow Automation Benefits

The enriched data maintains consistent formatting across all exported records, eliminating manual data cleanup tasks. Your sales team can immediately begin outreach campaigns using the verified contact information without additional data validation steps.

Data mapping between Orbitly and your chosen sales tools requires minimal configuration. The platform preserves original column headers while appending enriched data points, ensuring your existing workflows continue operating without disruption.

You can schedule regular enrichment cycles by exporting updated lead lists, running them through Orbitly's enrichment process, and reimporting the enhanced data back into your sales stack. This creates a continuous data improvement cycle that keeps your prospect information current and actionable.

Best Practices to Maximize Lead Record Accuracy with Orbitly's Tool

Improving lead record accuracy starts with the quality of your initial dataset. You can significantly enhance enrichment results by implementing strategic data preparation techniques before uploading your CSV file to Orbitly.

Data Cleaning and Standardization

Clean your existing data by removing duplicates, correcting obvious typos, and standardizing formats across all fields. Phone numbers should follow consistent formatting patterns, email addresses need proper validation, and company names require uniform capitalization. This foundational step prevents enrichment errors and ensures Orbitly's matching algorithms work with the highest quality input data.

Strategic Data Point Combinations

Maximize match probability by including multiple complementary data points in your CSV file. When you have an email address, pair it with the person's company name. If you possess a phone number, combine it with the individual's full name. These strategic combinations create multiple pathways for Orbitly to identify and enrich your leads accurately.

Regular Data Validation Cycles

Implement periodic validation checks on your lead database before each enrichment cycle. Remove outdated entries, verify email deliverability, and cross-reference company information against recent business directories. This proactive approach prevents you from enriching stale or incorrect data that could compromise your outreach efforts.

Column Naming Consistency

Maintain consistent column naming conventions across all your CSV files. Use Orbitly's recommended field names exactly as specified in their documentation. This practice eliminates mapping errors during the upload process and ensures the platform correctly identifies each data field for enrichment.

Batch Processing Strategy

Process your leads in smaller, focused batches rather than uploading massive datasets at once. This approach allows you to monitor enrichment quality more closely and make adjustments to your data preparation process based on the results from each batch. You can refine your methodology progressively, leading to increasingly accurate enrichment outcomes.

Conclusion

The competitive landscape of 2025 demands precision in every aspect of your sales and marketing operations. Orbitly stands as a powerful ally in this pursuit, transforming incomplete lead records into comprehensive, actionable datasets that drive meaningful business outcomes.

Your success with lead enrichment depends on the foundation you build. When you implement the strategies outlined in this Orbitly 2025 guide, you're not just improving data quality—you're creating a systematic approach that compounds over time. Each enriched record becomes a stepping stone toward more effective outreach, higher conversion rates, and stronger customer relationships.

The businesses that thrive in today's market understand a fundamental truth: data quality directly correlates with sales performance. Orbitly's multi-data-point matching system ensures you're working with the most accurate information available, giving your sales team the confidence they need to engage prospects effectively.

Consider the ripple effects of implementing robust lead enrichment practices :

• Reduced time spent on manual research and data verification
• Increased response rates from more targeted, personalized outreach
• Enhanced team productivity through streamlined workflows
• Improved ROI on marketing and sales investments

The companies that embrace tools like Orbitly position themselves ahead of competitors still struggling with incomplete or inaccurate lead data. Your commitment to data excellence becomes a competitive differentiator that influences every customer interaction.

As you move forward with your lead enrichment strategy, remember that consistency beats perfection. Start with the practices that align with your current capabilities, then gradually expand your approach as you see results. The investment you make in quality lead data today will pay dividends throughout 2025 and beyond.

FAQs (Frequently Asked Questions)