Experience with RB2B Marketing Usage and Best Practices

Chris D. · 2026-02-10T22:35:39.608Z

Does anyone have experience with RB2B? My marketing team just turned it on and there’s a ton of de-identifying going on. Most of it is at the Company level, some at the person level. Curious, how have people used this? We are working through a process flow to: • check vs CRM and ICP • get rid of junk • separate contacts who are in customers, active, or new • dump new into an outbound sequence • Considering retargeting ads But im curious how other have used it successfully

Experience with RB2B Marketing Usage and Best Practices | RevGenius

8 comments

· Sorted by Oldest

Vincent
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Hey Chris D. indeed that channel can be “noisy” and tricky to get through. What we recommend our clients to do is to use Clay as the orchestration layer between RB2B, your CRM and the rest of your stack. In this way you can:
verify who is who
Enrich them with quality and verified data
De-dup in your CRM or fill in if blank
Normalise your data so your CRM does not become a mess
Do the bits you mentioned above
+ much more such as layering accounts and personas scoring for prioritisation, adding AI where and when needed to search for additional signals or triggers (potentially coming from your ad or product engagement) etc…
Then the outreach becomes specific, relevant and timely so the response rates are much better. Make sense?
Chris D.
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It makes sense, but I don’t think I need Clay to do this. Clay primarily uses Zoominfo in Apollo for enrichment anyway. We are a small team and outside of Clay’s ICP. But I do appreciate the response
Vincent
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You're welcome but nope Clay does not use primarily zoominfo/Appollo for enrichment, this is where many go wrong. Although you can use those within their waterfall enrichment it's not an obligation. You can connect to any other data provider you are currently using and paying for as long as you have an API key. This is why most find Clay expensive because they tend to use the credits and features available within it instead of using it as the orchestration layer of the tool stack you currently have. Also you don't have to take the Clay CRM connector to benefit from its features so you could start with the smallest option and simply use it well. Got to know how though ….
Hussain M.
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RB2B's company-level surge is usually anonymous traffic, not buying intent. The ones worth calling are when you can tie company-level activity to a dated trigger, new VP, funding, office opening, within 30–60 days. Otherwise it's just website traffic. Happy to show you a couple examples if that help
Mike C.
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Syft > RB2B
Chris D.
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Mike C. howso?
Mike C.
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Higher match rate, better integs and team. Imran P. can expand
Mike C.
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(PS I have no affiliation I get no cuts. I never take rev share of anything... I just really like Imran and what he's built). I use him for my clients (and again, take no cut or have no steak outside of adding value to my client relationships)

Vincent
·
·
Hey Chris D. indeed that channel can be “noisy” and tricky to get through. What we recommend our clients to do is to use Clay as the orchestration layer between RB2B, your CRM and the rest of your stack. In this way you can:
verify who is who
Enrich them with quality and verified data
De-dup in your CRM or fill in if blank
Normalise your data so your CRM does not become a mess
Do the bits you mentioned above
+ much more such as layering accounts and personas scoring for prioritisation, adding AI where and when needed to search for additional signals or triggers (potentially coming from your ad or product engagement) etc…
Then the outreach becomes specific, relevant and timely so the response rates are much better. Make sense?
Chris D.
·
·
It makes sense, but I don’t think I need Clay to do this. Clay primarily uses Zoominfo in Apollo for enrichment anyway. We are a small team and outside of Clay’s ICP. But I do appreciate the response
Vincent
·
·
You're welcome but nope Clay does not use primarily zoominfo/Appollo for enrichment, this is where many go wrong. Although you can use those within their waterfall enrichment it's not an obligation. You can connect to any other data provider you are currently using and paying for as long as you have an API key. This is why most find Clay expensive because they tend to use the credits and features available within it instead of using it as the orchestration layer of the tool stack you currently have. Also you don't have to take the Clay CRM connector to benefit from its features so you could start with the smallest option and simply use it well. Got to know how though ….
Hussain M.
·
·
RB2B's company-level surge is usually anonymous traffic, not buying intent. The ones worth calling are when you can tie company-level activity to a dated trigger, new VP, funding, office opening, within 30–60 days. Otherwise it's just website traffic. Happy to show you a couple examples if that help
Mike C.
·
·
Syft > RB2B
Chris D.
·
·
Mike C. howso?
Mike C.
·
·
Higher match rate, better integs and team. Imran P. can expand
Mike C.
·
·
(PS I have no affiliation I get no cuts. I never take rev share of anything... I just really like Imran and what he's built). I use him for my clients (and again, take no cut or have no steak outside of adding value to my client relationships)