Use cases
The right data for the job — used the right way.
Contact data is a means, not an end. The fields you need, the freshness that matters and the rules that apply all depend on what you're trying to do. Here's how the most common use cases work, what each needs, and where the lines are.
Summary
Use cases at a glance
Every use case below starts the same way: a clear goal, a defined audience and a stated, permissible purpose. As a buyer you're responsible for lawful use of the data you license, and the table is a quick orientation — not a substitute for legal advice on your specific program.
| Use case | Typical data | Primary channels | Key rules |
|---|---|---|---|
| Prospecting & outbound | B2B contacts, titles, business email, direct dials, firmographics | Email, phone, social | CAN-SPAM; TCPA and DNC for calls/texts |
| Account-based marketing | Target account lists, buying-committee contacts, firmographics, technographics | Ads, email, direct mail, sales | Same as outbound; ad platform policies |
| Direct mail | Postal addresses, demographics or firmographics | Postal standardization and move updates; honor do-not-mail | |
| Email marketing | Opt-in email, validated addresses | Consumer email should be opt-in; CAN-SPAM | |
| Audience matching | Hashed email/phone from customers or licensed audiences | Major ad platforms | Disclosed use; state opt-out rights; platform terms |
| CRM enrichment | Appended email, phone, title, firmographics | Internal systems | Honor opt-outs and deletion requests first |
| Lead scoring & routing | Firmographics, seniority, department, geography | Internal systems | Avoid sensitive or discriminatory attributes |
| Market sizing & TAM | Counts and firmographic distributions | Analysis only | Often no contact fields needed at all |
| Research | Aggregated or de-identified records, demographics | Analysis only | Minimize data; de-identify where possible |
Sales
Prospecting and outbound
Outbound works when the list reflects a sharp ideal customer profile (ICP): the industries, company sizes, geographies and roles that actually buy from you. Good prospecting data is less about volume and more about precision — reaching the right person, at the right company, with a message that's relevant to their job.
Start by writing your ICP down as filters: NAICS or SIC codes, employee and revenue ranges, locations, and the titles, seniority levels and departments of the people involved in a purchase. Then decide which contact points each rep actually uses. Many teams need business email for sequences and a direct dial or mobile number only for their highest-priority accounts.
Data you'll typically need
- Name, job title, seniority and department
- Company name, domain and firmographics
- Business email address (validated)
- Direct dial or mobile, with line type
- Profile URL field as a reference point for research
Rules to keep in mind
- Commercial email must follow CAN-SPAM: accurate sender, working opt-out, physical address
- Automated calls or texts to mobile numbers generally require prior consent under the TCPA
- Scrub against the National DNC Registry, state lists and your internal do-not-contact list
- Honor opt-outs across every sequence and tool
B2B contact data decays as people change jobs, so prospecting lists work best when they're used promptly and refreshed regularly rather than bought once and worked for a long time.
Marketing + sales
Account-based marketing (ABM)
ABM flips the funnel: instead of generating leads and qualifying them, you pick the accounts you want and coordinate marketing and sales to engage them. Data does three jobs in ABM — building the target account list, identifying the buying committee within each account, and enabling consistent outreach across channels.
- Build the account list from firmographic and, optionally, technographic criteria.
- Map the buying committee — economic buyers, champions, technical evaluators and end users — by title and department.
- Activate through account-targeted ads, personalized email, direct mail and sales outreach.
- Keep it current by refreshing contacts at target accounts, since a champion who leaves takes the relationship with them.
Data you'll typically need
- Target account list with domains
- Firmographics and optional technographics
- Multiple contacts per account across departments
- Business postal addresses for direct mail
Rules to keep in mind
- Same email, calling and texting rules as outbound
- Follow each ad platform's audience and targeting policies
- Keep suppression lists synced across every channel
Physical channel
Direct mail
Direct mail remains one of the most permission-friendly channels for reaching new consumers and businesses, and it pairs naturally with demographic, lifestyle and firmographic selects. A homeowner list for a home-services offer, a new-mover list for a local business, or a list of operations managers at mid-size manufacturers — each is a classic mail use case.
Quality matters more in mail than almost anywhere else, because every undeliverable piece is wasted print and postage. Standardize addresses, run move updates and dedupe to one piece per household or per contact before every drop.
Data you'll typically need
- Standardized postal address with ZIP+4
- Name (or a business name and title for B2B)
- Demographic, lifestyle or firmographic selects
- Household or individual dedupe flags
Rules to keep in mind
- Run postal standardization and move updates before mailing
- Honor do-not-mail requests and your own suppression lists
- Respect state privacy opt-outs where they apply
- Avoid sensitive targeting (we don't offer health, financial account or children's data)
For the mechanics of address cleanup, see data hygiene.
Inbox
Email marketing
Email is fast and inexpensive, which is exactly why the rules — and inbox providers' filters — are strict about it. The difference between email that works and email that damages your sender reputation comes down to permission and list quality.
In B2B, outreach to business email addresses is a common practice, but it still has to follow CAN-SPAM and inbox best practices. Keep volumes reasonable, make messages relevant to the recipient's role, and stop immediately when someone opts out.
Data you'll typically need
- Validated email addresses (syntax, domain, mailbox checks)
- Opt-in status and source for consumer records
- First name and relevant segmentation fields
- A clean, shared suppression list
Rules to keep in mind
- CAN-SPAM: identify the sender, use honest subject lines, include a working opt-out and a physical postal address
- Process opt-outs promptly and never re-add suppressed addresses
- Consumer marketing email should be opt-in
- For recipients outside the US, rules like Canada's CASL and the EU's GDPR are stricter
Paid media
Audience and customer matching for ad platforms
Major ad platforms let advertisers upload a list of customers or prospects and show ads to the people on that list who also use the platform. It's how teams retarget past customers, exclude existing customers from acquisition campaigns, build lookalike audiences, and reach buying committees in ABM programs.
How hashed matching works
- 01
Normalize
Identifiers are cleaned into a consistent format before anything else happens: email addresses lowercased and trimmed of whitespace, phone numbers converted to a standard format with country code. Normalizing matters because the next step is unforgiving — any difference in input produces a completely different output. - 02
Hash
Each normalized identifier is run through a one-way cryptographic hash function — commonlySHA-256— which turns it into a fixed-length string. The same input always produces the same hash, but the hash can't simply be read back into the original value. - 03
Upload and match
The hashed list is uploaded to the platform, which hashes its own users' identifiers the same way and compares the two. Where hashes are identical, the platform knows the person is on your list — without you sending readable email addresses. - 04
Activate
Matched users form an audience you can target, exclude or use as a seed for lookalikes. Platforms typically report audience size, not which individuals matched.
Data you'll typically need
- Email addresses and/or phone numbers (the primary match keys)
- Optional supporting fields like name, ZIP and country, as each platform allows
- Normalization before hashing
- Suppression of anyone who opted out of sale or sharing
Rules to keep in mind
- Disclose the practice in your privacy notice
- Honor state-law opt-outs of sale or sharing for targeted advertising
- Follow platform policies on audience sources and sensitive categories
- Never upload sensitive data such as health or financial account information
Systems
CRM enrichment
A CRM is only as useful as the records in it. Reps skip contacts with missing phone numbers, marketing can't segment accounts without industry and size, and reports break when the same company exists five different ways. CRM enrichment fixes that by appending missing fields and correcting outdated ones on records you already own.
The best CRM enrichment programs run in two modes: a one-time backfill that brings the existing database up to standard, followed by ongoing enrichment of new records as they arrive and periodic refreshes as data decays. Pair it with hygiene so you're enriching clean, deduplicated records — not duplicates.
Data you'll typically need
- Firmographics: industry, employee and revenue ranges, location
- Contact-level fields: title, seniority, department
- Appended business email and direct dial where missing
- A unique CRM ID on every record for clean re-import
Rules to keep in mind
- Honor deletion requests and opt-outs before enriching
- Keep your privacy notice accurate about third-party data
- Appended contact points don't carry consent with them
Read more about enrichment and append, including match keys and how to prepare a file.
Operations
Lead scoring and routing
Inbound leads often arrive with nothing but a name and an email. Enriching them with firmographic and role data the moment they arrive lets you score fit instantly and route each lead to the right person — enterprise accounts to one team, small businesses to another, a specific region to the local rep.
- Fit scoring compares a lead's company size, industry and role against your ICP.
- Routing rules use geography, segment and account ownership to assign leads without manual triage.
- Form shortening becomes possible when enrichment supplies company details you'd otherwise have to ask for.
Data you'll typically need
- Company domain as the primary key
- Industry, employee range, revenue range and location
- Seniority and department for the individual
Rules to keep in mind
- Base scores on business-relevant attributes
- Avoid sensitive or protected characteristics in scoring models
- Tell people how their information is used in your privacy notice
Strategy
Market sizing and TAM
Before you build territories, set targets or enter a new market, you need to know how big the opportunity is. Total addressable market (TAM) analysis uses firmographic data to count the companies that fit your criteria and describe how they're distributed by industry, size and geography. From there, you can estimate serviceable segments and plan coverage.
Market sizing frequently doesn't need contact details at all — counts and distributions are enough. Scoping a counts-only or firmographics-only deliverable keeps the project focused and avoids collecting personal information you don't need.
Data you'll typically need
- Company counts by NAICS/SIC, employee range, revenue range and location
- Optional technographic signals for product-specific markets
- Optional contact counts by role to size buying committees
Rules to keep in mind
- Minimize: request counts rather than records when that's all you need
- Treat revenue and employee ranges as estimates, not audited figures
Insight
Research and analysis
Academic researchers, analysts and product teams use contact and demographic data to understand markets, recruit survey participants, study geographic patterns or validate assumptions. Research use cases are often best served by aggregated or de-identified data, which reduces privacy risk while still answering the question.
Data you'll typically need
- Demographic or firmographic attributes
- Geography at the level the analysis requires
- Contact fields only if participants will be recruited
Rules to keep in mind
- Use the minimum data needed for the research question
- De-identify or aggregate wherever possible
- Survey recruitment by phone or text still follows TCPA and DNC rules
- Follow your institution's review requirements where they apply
Keep reading
FAQ
Frequently asked questions
Practical questions about matching data to the job and using it lawfully.
Which use case should I start with?
Start where you already have a clear workflow and a way to measure results. For many teams that's enriching and cleaning the CRM they already own, because it improves scoring, routing and outreach at once. Net-new prospecting data is most valuable once you know exactly which accounts and roles convert.
Can I use purchased consumer data for email marketing?
We expect consumer email marketing to be opt-in. Purchased consumer data is far better suited to channels like direct mail, or to audience matching where your use is disclosed and permitted. For B2B, email outreach to business addresses is more common, but CAN-SPAM still applies: identify yourself, include a working opt-out and a physical postal address, and honor opt-outs promptly.
Is hashed data anonymous?
No. Hashing an email address or phone number turns it into a fixed-length string that can't simply be read back, but the same input always produces the same hash — that's exactly what makes matching possible. Because of that, hashed identifiers are pseudonymous, not anonymous, and they're generally still treated as personal information under privacy laws.
Can I call or text the contacts in a prospecting list?
It depends on the contact, the channel and the technology you use. Calls and texts to consumers using autodialers or prerecorded messages generally require prior express written consent under the TCPA, and telemarketing calls must respect the National Do Not Call Registry, applicable state lists and your internal do-not-contact list. When in doubt, get legal advice before dialing.
Do you provide data for market sizing without contact details?
Yes, that's often the right scope. For TAM and territory planning you usually need counts and firmographic distributions rather than names and emails. Asking only for the fields you need keeps cost and privacy risk down.
What do you need from me to scope a use case?
A description of who you're trying to reach or analyze, which channels you'll use, the fields you need and your intended purpose. A stated, permissible purpose is a prerequisite for every engagement — it helps us recommend the right data and confirms the use is appropriate.
Tell us what you're trying to accomplish.
Describe your goal, your audience and the channels you'll use. We'll recommend the data that fits, scope counts and fields to your criteria, and flag anything that needs extra care.