B2B Customers with Firmographics

You use the B2B customers with firmographics template to master site-level company data and enrich mastered company entities with referential data from a selected data provider

Note: This template was formerly named Company Site Mastering with Firmographic Enrichment.

The data product produced by this template provides a consolidated view of businesses at the granularity of individual sites (headquarters versus satellite offices, for example) that is enriched with corporate hierarchy and other referential data from a selected data provider. These providers include Public Sources, BoldData, Companies House, and so on. See Tamr Firmographic Enrichment for more information about supported data providers.

This data product template provides:

  • An industry-standard schema for company data.
  • A machine learning model that deduplicates entities within, and across, your data sources.
  • Data quality services for company name, phone number, url, and address data.
  • Firmographic enrichment services that supplement your data with company hierarchy and other referential data.

These data products provide a view of companies that identifies, and differentiates, various business locations. In your data, companies might mean customers, suppliers, prospects, health care organizations, portfolio companies, or another type of organization.

Use Cases for this Template

Applying the B2B customers with firmographics template to your data helps you answer questions like:

  • How are your customers linked to a domestic or ultimate parent organization?
  • Should you bill a customer's parent organization directly?
  • What cross-sell opportunities exist, now that you have enriched my data with corporate hierarchy information?
  • How many distinct sites are there in each sales region?
  • Where do you have multiple sales associates visiting the same customer or supplier site?
  • Do multiple customers or suppliers share the same parent organization?
  • Where is there overlap when you consolidate data from several customer relationship management (CRM) or enterprise resource planning (ERP) systems?
  • What is the validated address and phone number for a particular site?

The data product created by the B2B customers with firmographics template provides insights that inform plans to optimize deliveries, allocate resources, target marketing campaigns, and make other decisions driven by location and corporate hierarchy.

Related Templates

Other templates would be a better choice if you need to:

  • Master company sites with firmographic enrichment from only public sources: use the B2B customers template.
  • Master legal entities only, or consolidate companies at the country or global level: the legal entities template is designed for this level of matching.
  • Mastering companies at site-level, have a license for D&B enrichment, and require diversity and third-party risk data: the suppliers with D&B template provides this level of matching and includes D&B Data Block enrichment for company, hierarchy, diversity, and third-party risk data.
  • Mastering companies at site-level, have a license for D&B enrichment, and do not require diversity and third-party risk data: the B2B customers with D&B template provides this level of matching and includes D&B Data Block enrichment for company and hierarchy data.
  • Identify points of contact within organizations: the contacts template is designed for this.

Using this Template

To learn more about this template’s requirements, processing, and resulting mastered entities, see: