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ChineseRB2B Platform Help
RB2B平台帮助
Help the user with RB2B platform questions — Person-Level Website Visitor ID, Company-Level ID, Hot Pages, Hot Leads, Traffic Insights, Identity Resolution API, and integrations.
Important context: RB2B offers person-level visitor identification (US traffic only) — it identifies the individual visiting your site, not just the company. This is the key differentiator vs Clearbit Reveal, Leadfeeder, and other company-level-only tools. Company-level ID is powered by Demandbase and works globally.
为用户解答RB2B平台相关问题——包括个人级网站访客ID、企业级ID、热门页面、高意向线索、流量洞察、身份解析API及集成。
重要背景:RB2B提供个人级访客识别(仅支持美国流量)——它能识别访问你网站的具体个人,而非仅企业。这是它与Clearbit Reveal、Leadfeeder等仅支持企业级识别工具的核心区别。企业级ID由Demandbase提供支持,可在全球范围内使用。
Step 1 — Gather context
步骤1 — 收集上下文
If exists, read it first for accumulated knowledge.
references/learnings.mdWhat area of RB2B do you need help with?
- a) Person-Level ID — identify individual visitors by name, email, LinkedIn
- b) Company-Level ID — identify companies visiting your site
- c) Hot Pages — flag high-intent page visits
- d) Hot Leads — filter visitors by firmographic/demographic criteria
- e) Traffic Insights — dashboard analytics on visitor activity
- f) Identity Resolution API — programmatic access to RB2B's data
- g) Integrations — connect RB2B to CRM, Slack, or other tools
- h) Pixel setup and installation
- i) Something else
What's your primary use case?
- a) Alert sales when target accounts or people visit the site
- b) Enrich anonymous traffic with contact data for outbound
- c) Build retargeting audiences from identified visitors
- d) Score and route leads based on website behavior
- e) API-based identity resolution for my own app
- f) Compare RB2B to other visitor ID tools
What's your current stack?
- a) HubSpot
- b) Salesforce
- c) Other CRM (Pipedrive, Close, etc.)
- d) Slack-only (no CRM)
- e) Custom app / API-only
若文件存在,请先阅读以获取累积知识。
references/learnings.md你需要RB2B哪方面的帮助?
- a) 个人级ID——通过姓名、邮箱、LinkedIn识别单个访客
- b) 企业级ID——识别访问你网站的企业
- c) 热门页面——标记高意向页面访问
- d) 高意向线索——根据企业/人口统计标准筛选访客
- e) 流量洞察——访客活动的仪表盘分析
- f) 身份解析API——以编程方式访问RB2B的数据
- g) 集成——将RB2B连接到CRM、Slack或其他工具
- h) 像素设置与安装
- i) 其他问题
你的主要使用场景是什么?
- a) 当目标客户或人员访问网站时向销售团队发送提醒
- b) 为匿名流量补充联系人数据用于外呼营销
- c) 从已识别访客中构建重定向受众
- d) 根据网站行为对线索进行评分和分配
- e) 为自有应用提供基于API的身份解析
- f) 对比RB2B与其他访客ID工具
你当前的技术栈是什么?
- a) HubSpot
- b) Salesforce
- c) 其他CRM(Pipedrive、Close等)
- d) 仅使用Slack(无CRM)
- e) 自定义应用/仅使用API
Step 2 — Route or answer directly
步骤2 — 转接或直接解答
If the question is about visitor identification strategy across tools (not RB2B-specific) — hand off: "This is an intent signal strategy question — run: "
If the question is about enrichment strategy across tools — hand off: "This is an enrichment strategy question — run: "
If the question is about building prospect lists across tools — hand off: "This is a prospect list building question — run: "
If the question is about lead scoring model design — hand off: "This is a lead scoring strategy question — run: "
If the question is about connecting RB2B to other tools — hand off: "This is a tool integration question — run: "
/sales-intent {user's original question}/sales-enrich {user's original question}/sales-prospect-list {user's original question}/sales-lead-score {user's original question}/sales-integration {user's original question}Otherwise, answer directly using the reference below.
若问题涉及跨工具的访客识别策略(非RB2B专属)——转接:“这是意向信号策略问题,请运行:”
若问题涉及跨工具的信息补全策略——转接:“这是信息补全策略问题,请运行:”
若问题涉及跨工具构建潜在客户列表——转接:“这是潜在客户列表构建问题,请运行:”
若问题涉及线索评分模型设计——转接:“这是线索评分策略问题,请运行:”
若问题涉及将RB2B连接到其他工具——转接:“这是工具集成问题,请运行:”
/sales-intent {用户原始问题}/sales-enrich {用户原始问题}/sales-prospect-list {用户原始问题}/sales-lead-score {用户原始问题}/sales-integration {用户原始问题}否则,请使用下方参考内容直接解答。
Step 3 — RB2B platform reference
步骤3 — RB2B平台参考
Read for detailed module documentation, pricing, integrations, and data model.
references/platform-guide.mdYou no longer need the platform guide details — focus on the user's specific situation.
阅读获取详细模块文档、定价、集成及数据模型信息。
references/platform-guide.md你无需关注平台指南的细节——聚焦用户的具体场景即可。
Step 4 — Actionable guidance
步骤4 — 可操作指南
Setting up RB2B pixel
设置RB2B像素
- Sign up at rb2b.com and choose a plan
- Copy the pixel snippet from your RB2B dashboard (Settings → Pixel)
- Add to your website — paste in the tag of every page (or use Google Tag Manager)
<head> - Verify installation — visit your own site and check the RB2B dashboard for the visit
- Configure Hot Pages — mark your pricing, demo, and comparison pages as high-intent
- Set up Slack alerts — connect Slack and choose a channel for visitor notifications
- Connect CRM — push identified visitors to HubSpot or Salesforce
- 注册:访问rb2b.com并选择套餐
- 复制像素代码段:从RB2B仪表盘(设置→像素)中复制
- 添加到网站:将代码段粘贴到所有页面的标签中(或使用Google Tag Manager)
<head> - 验证安装:访问你自己的网站,然后查看RB2B仪表盘是否显示该访问记录
- 配置热门页面:将定价、演示和对比页面标记为高意向页面
- 设置Slack提醒:连接Slack并选择用于接收访客通知的频道
- 连接CRM:将已识别的访客同步到HubSpot或Salesforce
Optimizing match rates
优化匹配率
- Focus on US traffic — person-level ID only works for US visitors; ensure your marketing drives US traffic if person-level ID is your goal
- Upgrade to Pro+ — 35-45% person-level coverage vs lower rates on other plans
- Use Hot Pages — even if you can't ID everyone, Hot Pages ensures you catch high-intent visitors
- Combine with outbound — use RB2B-identified visitors as warm leads for outbound sequences (they've already shown intent)
- 聚焦美国流量:个人级ID仅适用于美国访客;若你的目标是个人级ID,请确保营销活动针对美国流量
- 升级到Pro+套餐:Pro+套餐的个人级识别覆盖率为35-45%,高于其他套餐
- 使用热门页面功能:即使无法识别所有访客,热门页面功能也能确保你捕获高意向访客
- 结合外呼营销:将RB2B识别的访客作为外呼序列的暖线索(他们已表现出意向)
RB2B + outbound workflow
RB2B + 外呼工作流
- RB2B identifies visitor on pricing page → pushes to Slack + CRM
- Sales rep reviews the visitor's LinkedIn profile and company
- If ICP match → add to outbound sequence in Apollo/Salesloft/Outreach
- Personalize outreach — reference the specific page they visited ("I noticed you were looking at our enterprise pricing...")
- Time the outreach — reach out within 24 hours of the visit for highest conversion
- RB2B识别访客:当访客访问定价页面时,将其信息推送到Slack和CRM
- 销售代表审核:查看访客的LinkedIn资料及所属企业
- 若符合理想客户画像(ICP):将其添加到Apollo/Salesloft/Outreach的外呼序列中
- 个性化外呼内容:提及访客访问的具体页面(例如:“我注意到你正在查看我们的企业级定价...”)
- 把握外呼时机:在访客访问后的24小时内联系,转化率最高
Gotchas
注意事项
Best-effort from research — review these, especially items about plan-gated features and coverage rates that may be outdated.
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Person-level ID is US-only: RB2B cannot identify individual visitors outside the US. If your audience is primarily international, you'll only get company-level data (powered by Demandbase). This is a hard compliance limitation, not a feature gap.
-
Free plan is company-level only: The Free plan (150 resolutions) does NOT include person-level identification. You need a paid plan (Starter or above) for person-level ID. Don't assume the free trial shows person-level capabilities.
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API is a separate product: The Identity Resolution API at api.rb2b.com has its own credit-based pricing, completely separate from the pixel product pricing. Don't confuse pixel plan limits with API credits.
-
Match rates vary significantly: The 35-45% person-level match rate is for Pro+ plans with sufficient US traffic. Lower plans and sites with more international/mobile/VPN traffic will see much lower rates. Set expectations accordingly.
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Pixel requires JavaScript: The RB2B pixel is a JavaScript snippet. It won't work on server-rendered pages that don't execute client-side JS, email tracking pixels, or native mobile apps. For those use cases, use the API product instead.
-
Self-improving: If you discover something not covered here, append it towith today's date.
references/learnings.md
基于研究的最佳实践——请留意这些内容,尤其是与套餐专属功能和覆盖率相关的信息可能已过时。
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个人级ID仅支持美国地区:RB2B无法识别美国以外的个人访客。若你的受众主要是国际用户,你只能获取企业级数据(由Demandbase提供支持)。这是合规限制,而非功能缺失。
-
免费套餐仅支持企业级识别:免费套餐(150次解析)不包含个人级识别功能。你需要付费套餐(Starter及以上)才能使用个人级ID。请勿假设免费试用版展示了个人级识别能力。
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API是独立产品:api.rb2b.com上的身份解析API有独立的基于信用的定价,与像素产品的定价完全分离。请勿混淆像素套餐限制与API信用额度。
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匹配率差异显著:35-45%的个人级匹配率是针对拥有充足美国流量的Pro+套餐。较低级别的套餐以及拥有更多国际/移动/VPN流量的网站,匹配率会低得多。请合理设定预期。
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像素需要JavaScript支持:RB2B像素是JavaScript代码段。它无法在不执行客户端JS的服务器渲染页面、邮件跟踪像素或原生移动应用上运行。对于这些场景,请使用API产品。
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自我完善:若发现此处未涵盖的内容,请将其添加到中并标注日期。
references/learnings.md
Step 5 — Related skills
步骤5 — 相关技能
- — Buying signals and visitor identification strategy across tools (RB2B is one option for visitor ID)
/sales-intent - — Enrichment strategy across tools (RB2B API provides identity resolution)
/sales-enrich - — Build prospect lists from identified visitors and other sources
/sales-prospect-list - — Score leads using RB2B visitor data + other signals
/sales-lead-score - — Connect RB2B to CRM, Slack, and other tools
/sales-integration - — Clearbit/Breeze Intelligence (competitor for company-level visitor ID via Reveal)
/sales-clearbit - — Customers.ai platform help (B2C ecommerce visitor ID for Shopify + Klaviyo — different market than RB2B's B2B focus)
/sales-customersai - — Design outbound sequences for RB2B-identified visitors
/sales-cadence - — Not sure which skill to use? The router matches any sales objective to the right skill. Install:
/sales-donpx skills add sales-skills/sales --skill sales-do
- ——跨工具的购买信号与访客识别策略(RB2B是访客ID的选项之一)
/sales-intent - ——跨工具的信息补全策略(RB2B API提供身份解析)
/sales-enrich - ——从已识别访客及其他来源构建潜在客户列表
/sales-prospect-list - ——结合RB2B访客数据及其他信号对线索进行评分
/sales-lead-score - ——将RB2B连接到CRM、Slack及其他工具
/sales-integration - ——Clearbit/Breeze Intelligence(通过Reveal提供企业级访客ID的竞品)
/sales-clearbit - ——Customers.ai平台帮助(针对Shopify + Klaviyo的B2C电商访客ID,与RB2B的B2B定位不同)
/sales-customersai - ——为RB2B识别的访客设计外呼序列
/sales-cadence - ——不确定使用哪个技能?该路由工具可将任何销售目标匹配到合适的技能。安装方式:
/sales-donpx skills add sales-skills/sales --skill sales-do
Examples
示例
Example 1: Set up person-level visitor identification
示例1:设置个人级访客识别
User says: "I want to know exactly who is visiting our pricing page so my SDRs can follow up — how do I set up RB2B?"
Skill does: Walks through pixel installation, Hot Pages configuration for the pricing page, Slack alert setup, explains person-level ID is US-only with 35-45% match rate on Pro+, recommends connecting to CRM for automatic lead creation, and suggests a follow-up workflow where SDRs reach out within 24 hours referencing the specific page visited
Result: Sales team gets real-time Slack alerts with visitor name, email, LinkedIn, and company when someone hits the pricing page
用户提问:“我想确切知道谁在访问我们的定价页面,以便我的销售开发代表(SDR)跟进——如何设置RB2B?”
技能操作:引导完成像素安装、为定价页面配置热门页面功能、设置Slack提醒;说明个人级ID仅支持美国地区,Pro+套餐的匹配率为35-45%;建议连接CRM以自动创建线索;并推荐SDR在24小时内提及访客访问的具体页面进行跟进的工作流
结果:销售团队收到实时Slack提醒,包含访客姓名、邮箱、LinkedIn及企业信息,当有人访问定价页面时触发
Example 2: RB2B vs Clearbit Reveal comparison
示例2:RB2B与Clearbit Reveal对比
User says: "We're currently using Clearbit Reveal for website visitor identification — should we switch to RB2B?"
Skill does: Compares person-level (RB2B) vs company-level only (Clearbit Reveal), explains RB2B's US-only limitation vs Reveal's global coverage, discusses pricing differences (RB2B $79-199/mo vs Clearbit credit-based), notes that Clearbit is now Breeze Intelligence (HubSpot lock-in), and recommends RB2B if US traffic is primary and person-level ID is the goal
Result: Clear comparison helping the user decide based on their traffic geography and identification depth needs
用户提问:“我们目前使用Clearbit Reveal进行网站访客识别——是否应该切换到RB2B?”
技能操作:对比个人级识别(RB2B)与仅企业级识别(Clearbit Reveal);说明RB2B仅支持美国地区而Reveal覆盖全球;讨论定价差异(RB2B每月79-199美元 vs Clearbit基于信用的定价);指出Clearbit现已更名为Breeze Intelligence(与HubSpot绑定);若主要流量来自美国且需要个人级ID,则推荐RB2B
结果:提供清晰对比,帮助用户根据其流量地域和识别深度需求做出决策
Example 3: Connect RB2B to outbound sequences
示例3:将RB2B连接到外呼序列
User says: "How do I automatically add RB2B-identified visitors to my Apollo sequences?"
Skill does: Explains the native Apollo integration, walks through connecting RB2B to Apollo, recommends filtering with Hot Leads (ICP criteria) before pushing to sequences to avoid spamming non-ICP visitors, suggests using Hot Pages to only sequence visitors from high-intent pages, and shows how to personalize the sequence with visit context
Result: Automated pipeline from website visit → ICP filter → personalized outbound sequence
用户提问:“如何自动将RB2B识别的访客添加到我的Apollo序列中?”
技能操作:说明原生Apollo集成;引导完成RB2B与Apollo的连接;建议在推送至序列前使用高意向线索(ICP标准)进行筛选,避免向非ICP访客发送垃圾信息;建议仅将来自高意向页面的访客加入序列;并展示如何利用访问上下文个性化序列内容
结果:实现从网站访问→ICP筛选→个性化外呼序列的自动化流程
Troubleshooting
故障排查
Pixel not tracking visitors
像素未跟踪访客
Symptom: RB2B dashboard shows zero visitors after installing the pixel
Cause: Pixel snippet not loading correctly, blocked by ad blockers, or installed on wrong pages
Solution: Verify the pixel is in the tag using browser dev tools (Network tab → search for "rb2b"). Check that it's not blocked by your Content Security Policy. Test with ad blockers disabled. If using Google Tag Manager, ensure the tag fires on "All Pages" and the trigger is set to "Page View".
<head>症状:安装像素后,RB2B仪表盘显示零访客
原因:像素代码段未正确加载、被广告拦截器阻止,或安装在错误页面上
解决方案:使用浏览器开发者工具(网络标签页→搜索“rb2b”)验证像素是否在标签中。检查内容安全策略是否阻止了像素。禁用广告拦截器进行测试。若使用Google Tag Manager,确保标签在“所有页面”触发,且触发器设置为“页面视图”。
<head>Low person-level match rates
个人级匹配率低
Symptom: Getting mostly company-level identifications, very few person-level matches
Cause: Traffic is primarily non-US, mobile, or VPN — person-level ID only works for US-based desktop/business IP visitors
Solution: Check your traffic geography in Google Analytics. If most traffic is international, person-level ID won't work for those visitors. Consider upgrading to Pro+ for higher US match rates (35-45%). If using ads, ensure US targeting. Note that mobile carrier IPs and VPN users can't be identified at person level.
症状:大多为企业级识别,极少个人级匹配
原因:流量主要来自非美国地区、移动设备或VPN——个人级ID仅适用于美国的桌面/企业IP访客
解决方案:在Google Analytics中查看你的流量地域。若大部分流量来自国际,个人级ID对这些访客无效。考虑升级到Pro+套餐以提高美国访客的匹配率(35-45%)。若使用广告,请确保针对美国地区投放。注意:移动运营商IP和VPN用户无法被识别为个人级。
Duplicate or stale visitor data in CRM
CRM中出现重复或过时的访客数据
Symptom: Same visitors appearing as new leads in CRM repeatedly, or outdated visitor data
Cause: CRM integration not deduplicating on email, or webhook pushing every page view as a new record
Solution: Configure your CRM integration to match on email address and update existing records rather than creating duplicates. In HubSpot/Salesforce, set the integration to "update if exists, create if new." If using webhooks with a custom integration, implement dedup logic on your end using the visitor's email as the unique key.
症状:同一访客多次作为新线索出现在CRM中,或访客数据过时
原因:CRM集成未基于邮箱去重,或webhook将每次页面浏览都推送为新记录
解决方案:配置CRM集成以基于邮箱匹配并更新现有记录,而非创建重复记录。在HubSpot/Salesforce中,将集成设置为“存在则更新,不存在则创建”。若使用自定义集成的webhook,请在你的系统中实现基于访客邮箱作为唯一键的去重逻辑。