RB2B

Best Practices

The strategy and configuration layer: how to decide who is worth contacting, when to reach out, and how to keep your identification budget pointed at accounts that matter. This is the part teams usually skip, and it is the part that determines whether the rest of the library works.

Three themes run through these guides. Reading intent — which visitor signals actually predict a reply, and how timing and tone change conversion. Data quality — restricting collection by URL, excluding internal and partner domains, and sending only qualified leads downstream so credits and rep attention go where they count. Compliance — how consent management tools and cookie banners interact with visitor identification, and what to weigh when configuring them.

The integration guides for HubSpot, Salesforce, Slack, and Clay sit here too, because getting real value out of them is a question of configuration decisions rather than setup steps.

Best Practices

Best Practices for Using a Consent Management Tool with RB2B

Use a consent management tool correctly with RB2B to ensure privacy compliance and accurate visitor identification.

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Best Practices

Considerations When Controlling RB2B’s Functionality With Your Cookie Policy Banner

Ensure RB2B tracking works correctly with your cookie banner by loading the script only after user consent.

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Best Practices Featured

Exclude Specific Email Domains from Being Collected

Remove internal traffic, partners, and spam sources to keep your visitor data clean and trustworthy.

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Best Practices

Getting the Most from RB2B + Clay

Use Clay to enrich, score, and route RB2B visitors automatically so your team only sees high-quality, ready-to-contact leads.

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Best Practices

Getting the Most from RB2B + HubSpot

Sync identified visitors into HubSpot automatically so you can enrich contacts, segment intelligently, and trigger timely, personalized outreach.

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Best Practices

Getting the Most Out of RB2B’s Salesforce CRM Integration

Sync identified visitors into Salesforce automatically so you can route, segment, and market to high-intent leads with real context.

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Best Practices

Getting the Most Out of RB2B’s Slack Integration

Getting the Most Out of RB2B’s Slack Integration

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Best Practices

Global Visitor Tracking

Control whether RB2B identifies international visitors at the company level and understand how global tracking affects compliance and credit usage.

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Best Practices

How to Reach Out – Timing, Tone, and Personalization that Convert

A practical playbook for when to reach out, what to say, and how to personalize outreach without sounding pushy or invasive.

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Best Practices

Knowing When to Reach Out – Understanding Visitor Signals

This guide breaks down the most important indicators that a visitor is worth your attention.

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Best Practices

Optimizing Credit Consumption and Targeting High-Intent Leads

Reduce unnecessary credit usage while focusing identification on visitors most likely to convert.

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Best Practices Featured

Restrict Visitor Collection by URL

Collect visitor data only on high-intent pages to keep your dataset focused and actionable.

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Best Practices Featured

Send Only Hot Leads to Your Tools

Route only your highest-quality, ICP-matching visitors to your CRM, Slack, or email tools to keep your team focused on real opportunities.

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Best Practices

What is a Consent Management Tool?

Understand what a consent management tool is and why it’s required for tracking visitors in many international markets.

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Best Practices

Why You Should Invite Your Team to RB2B

Invite teammates into RB2B so the right people see visitor intent signals and can act on them immediately.

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