Clearbit Reveal can de-anonymize every website visitor, only on specific URLs, during a chatbot engagement, and more, without needing their email.
In this guide, you’ll learn how to use Clearbit Reveal properly with ServiceBell.
Common Use Cases
Let’s start with some common ClearBit Reveal use cases:
Pouncing on High Value Visitors
Clearbit Reveal is great when you want to convert more high value visitors on your site, who otherwise wouldn’t submit a contact form.
You can define what a high-value visitor looks like for you with the following data points:
- Employee count
- Revenue range
- Target industry
- Target account
When Clearbit reveals a visitor that meets one of the four criteria above, you can alert the right agent(s) in realtime for pounce.
The Reveal data also automatically populates in Slack and Teams alerts.
For example, the alert below shows the visitor is from Bloomerang, a company doing $50M-$100M in revenue in the Internet Software and Services industry.
Reps can use the reveal information to decide if a pounce is worth their time, or they’d rather focus elsewhere.
Informing Reps During Live Conversations
While reps are viewing a visitor browsing, or deciding whether to start a conversation, they can see Clearbit Reveal data in the visitor information side panel.
In the case below, Clearbit Reveal is able to identify the visitor works for Allied Universal, a $10B+ company in the professional services industry.
This would be a great visitor for the enterprise sales team to call!
The Reveal data automatically populates in the visitor information panel when reps are viewing the visitor.
Configuring Clearbit
There are a few ways to configure Clearbit in ServiceBell:
All three work together, so we’re going to cover all of them now at a high level. It’s recommended you read through our guides on Segments, Routing, and Journeys before continuing here.
Note: currently, Clearbit is only usable with ServiceBell alerts and the visitor side panel. The configurations below are coming soon.
Segments
You can create segments of visitors using Clearbit Reveal data.
Here are some examples:
- Enterprise Visitors Segment: Revealed visitor employee count above a certain threshold
- Target Accounts Segment: Revealed visitor company name that matches your target account list
- Oil & Gas Industry Segment: Any Clearbit Reveal
When Clearbit Reveal detects a visitor that meets any of the above criteria, they’re automatically added to a Segment.
You can create custom Live Feeds of high-value visitors, that populate all visitors in a specific segment who are live on your site right now.
Segments can also be used to enroll visitors in Journeys, and routing rules.
Navigate to Settings > Segments and create a new Segment.
Then, create a condition using Clearbit Reveal data. In this case, we’ll add visitors to the Enterprise Segment when Clearbit Estimated Revenue is between $1MM-$50MM.
Journeys
Enterprise accounts don’t deserve the same treatment as a small business, nor should Oil & Gas industry visitors receive the same messaging as technology companies.
You can create custom Journeys based on industry, company size, target account, and more. Tailor messaging specific to each company size and persona. You can also trigger alerts in the Journey Builder, that route to the team best suited to handle each account on your site.
You can add a Reveal step to the Journey Builder, which unlocks lots of possibilities.
For example, reveal visitors immediately when they visit a specific URL, after they engage with a chatbot, when you fire an alert, and more.
Routing
You can route visitors to the right agent or team with Clearbit Reveal data, including company name, employee count, revenue, and industry.
For example, when Clearbit Reveal detects a company with $1B+ in revenue, you can alert your enterprise sales team. When a target account is on the site, you can alert the account owner.
You can use Segments already using Clearbit Reveal to power routing rules. For example, route any visitor in the Enterprise visitor segment to the Enterprise sales team.
Otherwise, you can create new routing rules powered by Clearbit Reveal data.
Navigate to Automate > Routing and create a new rule.
Once again, create a condition using Clearbit Reveal data. In this case, we’ll add visitors to the Enterprise Segment when Clearbit Estimated Revenue is between $1MM-$50MM.
Now, any visitor that meets your enterprise criteria is routed to the enterprise sales team.