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Data Enrichment

Automatically enrich people and account data with additional information

People: 4 pages

Coherence can automatically fill in missing people and account information, saving you hours of manual research.

What Gets Enriched

People Data

From just an email address, enrichment can find:

FieldExample
Full NameJohn Smith
Job TitleVP of Sales
Phone+1 (555) 123-4567
LinkedInlinkedin.com/in/johnsmith
PhotoProfile picture
LocationSan Francisco, CA

Account Data

From a company name or domain:

FieldExample
Websiteacme.com
IndustrySoftware
Size50-200 employees
LocationSan Francisco, CA
DescriptionEnterprise software company
LogoCompany logo image

Enabling Enrichment

Automatic Enrichment

New people can be enriched automatically:

  1. Go to Settings > Integrations
  2. Find Data Enrichment
  3. Toggle on Auto-enrich new people

Manual Enrichment

Enrich existing records on-demand:

  1. Open a person record
  2. Click Enrich in the actions menu
  3. Review and accept the found data

Bulk Enrichment

Enrich multiple records at once:

  1. Select people in table view
  2. Click Actions > Enrich Selected
  3. Enrichment runs in the background

Bulk enrichment may take a few minutes depending on the number of records.

Enrichment by Person Type

Type-Specific Enrichment

Different person types may need different data:

Person TypePriority Fields
CustomerCompany size, industry, decision-maker info
VendorServices offered, certifications
PartnerPartnership level, territory
EmployeeDepartment, reporting structure

Enriching Leads

Leads benefit especially from enrichment:

  • Verify company information
  • Find decision-maker status
  • Identify company size for qualification
  • Discover technology stack

Enrichment Settings

Field Mapping

Control which fields get updated:

SettingBehavior
Fill empty onlyOnly populate blank fields
Overwrite allReplace existing data
Ask each timePrompt for confirmation

Data Sources

Coherence uses multiple data sources:

  • Public business databases
  • Social profile APIs
  • Web scraping (with permission)
  • Partner data providers

Privacy & Compliance

Data Sources

All enrichment data comes from:

  • Publicly available information
  • Opt-in business directories
  • Social media profiles (public)

GDPR Compliance

  • Enrichment respects privacy preferences
  • No personal data from private sources
  • Clear audit trail of data sources

Opting Out

People can request removal:

  1. Their data won't be enriched
  2. Existing enriched data can be cleared
  3. Preferences are respected across re-imports

Best Practices

Start with Email

Email addresses provide the best enrichment results. Ensure email is captured first.

Verify Critical Data

For important records:

  1. Review enriched data
  2. Verify key fields manually
  3. Use enrichment as a starting point

Regular Re-enrichment

Data changes over time:

  • Job titles change
  • Companies grow
  • Contact info updates

Schedule periodic re-enrichment for important segments.

Prioritize by Type

Focus enrichment credits on:

  1. Leads - For qualification
  2. Customers - For account management
  3. Prospects - For outreach preparation

Enrichment Credits

How Credits Work

Enrichment uses credits from your plan:

  • 1 credit per person enriched
  • 1 credit per account enriched
  • Credits reset monthly

Monitoring Usage

Track your usage:

  1. Go to Settings > Usage
  2. View enrichment credits used
  3. See remaining credits

Optimizing Credits

To maximize value:

  • Focus on high-priority people
  • Use filters before bulk enrichment
  • Skip already-complete records

Next: Learn about duplicate management to keep your data clean.

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