Data Matching Services
Resolve the same customer or account across every system you run — CRM, ERP, support, billing and acquired-company files — with confidence-scored identity resolution by B2B Marketing Archives, documented survivorship rules and golden records your governance team can audit end to end.
- 24-hour turnaround
- 95% average deliverability
- Free replacement > 5% bounce
- Named data strategist
What Data Matching Services delivers
The same buyer typically shows up in five places at once — your CRM, your billing platform, the support desk, the analytics warehouse, and an acquired company's database — each version slightly different, none of them definitive. B2B Marketing Archives Data Matching is the work of recognizing those five entries as a single person or account and producing one golden record the rest of the organization can rely on. Our engine layers normalized deterministic keys, probabilistic models trained on enterprise B2B data, and human adjudication on the genuinely ambiguous cases, and every survivorship decision is documented so the result is something governance, audit and IT can all sign off on.
- Record linkage across CRM, ERP, MAP, support, billing and external files
- Survivorship rules tuned per field — recency, source authority, confidence
- Per-match confidence scores exposed for downstream governance workflows
- Hierarchy stitching at the household, branch and parent-company levels
- Encrypted SFTP or API delivery with full lineage retained per record
Programs that depend on Data Matching
Standing up a single customer view ahead of a revenue-platform consolidation
Folding an acquired company's accounts into the master system without duplicates
Mapping multi-subsidiary buyers into one stitched hierarchy for ABM
Resolving long-tail duplicates the CRM's native dedupe has been missing
What is Data Matching?
Data Matching — also called identity resolution or record linkage — answers a deceptively simple question: are these two rows actually the same entity? The answer is hard at scale because identifiers diverge across systems, names get abbreviated, addresses get re-formatted, and corporate hierarchies shift through restructures and acquisitions. The output B2B Marketing Archives produces is a confidence-scored set of links between source rows plus a defensible golden record that survives audit.
How can data matching benefit your business?
Until every system agrees who the customer is, every business question that touches the customer has a footnote. Pipeline attribution, account coverage, expansion signals and churn risk are all distorted when the underlying entity isn't resolved. Matching removes that distortion at the data layer instead of patching around it.
- Sales, marketing, support and finance work from the same account definitions
- Pipeline and revenue reporting stop double-counting the same buyer
- ABM target lists reflect the true buying group, not three duplicates of it
- Mergers and acquisitions integrate at the data layer in weeks, not quarters
Our process
Engagements with B2B Marketing Archives move through a documented match plan that's reviewed before any production record is altered. No changes go live without explicit sign-off.
- Frame — agree on entity scope, match keys, hierarchies and survivorship rules
- Baseline — profile the inputs and set confidence thresholds with your team
- Link — multi-pass match runs deterministic, then probabilistic, then human-adjudicated
- Publish — golden records flow back via SFTP or API with the full match audit trail
From brief to delivery in under 24 hours
Define
Share your ICP and campaign goals — we lock in filters.
Curate
We query our 180M+ contact database and apply 70+ filters.
Verify
Real-time email and firmographic verification on every record.
Deliver
CSV, API or CRM push — in under 24 hours.
Questions about Data Matching Services
What does a typical Data Matching statement-of-work include?+
A data matching SOW spells out the input file specs, the matching or processing methodology, the expected output schema and volume, the verification SLA, the bounce / accuracy guarantees, the delivery format and the milestone schedule. Pricing is fixed at SOW signature and not adjusted based on time-and-materials accumulation.
How long does a Data Matching engagement take?+
Most data matching engagements move from kickoff to delivery in five to seven business days for files under a million records. Larger or more complex data matching engagements (multi-source matching, custom field mapping, recurring feeds) are scoped with a delivery date upfront and tracked against a documented milestone plan. You have visibility into the data matching work at every checkpoint.
Can the Data Matching engagement integrate with my data-governance and lineage tooling?+
Yes. The data matching engagement output includes lineage metadata — source, transformations applied, confidence scores — in formats compatible with major data-governance platforms (Collibra, Alation, Atlan). For enterprises with strict data-provenance requirements, the data matching lineage layer is a non-negotiable and we build it in.
Who owns the IP and processing logic developed during a Data Matching engagement?+
Custom match rules, segmentation logic and processing configurations developed specifically for your data matching engagement are yours — documented in the SOW deliverables and reusable on future engagements. Generic processing infrastructure (the underlying match engine, verification platform) remains B2B Marketing Archives' IP.
Can I see a sample of the Data Matching file before purchasing?+
Yes — a free sample of 100 to 500 data matching records is available on request and typically delivered within 24 hours. The sample is pulled from the same verified production data matching data your full file would come from, not a curated demo set, so your team can evaluate accuracy, segmentation depth, field formatting and channel reachability against the real file. Run the sample through your CRM, marketing-automation platform and validation tools before placing the volume order.
Which delivery formats are supported for the Data Matching file?+
The data matching file can be delivered as CSV, XLSX or JSON, or pushed directly into Salesforce, HubSpot, Marketo, Pardot, Outreach and other major CRM and engagement platforms. For larger or recurring engagements, secure SFTP or a private API endpoint with documented schema and incremental update support is available. Field mapping, custom column ordering and de-duplication against your existing CRM file can all be agreed during onboarding.
What is the bounce-rate guarantee on the Data Matching file?+
Every data matching engagement carries a written 5% hard-bounce cap. If bounces exceed that threshold within the first 30 days of delivery, the affected data matching records are replaced free of charge with no recurring fees, per-replacement charges or procedural hurdles. In practice the cap is rarely triggered because of the 90-day re-verification cycle and the live SMTP check, but the written remedy is in the contract.
Ready to activate Data Matching Services?
Request a free sample or get custom pricing from a data strategist today.