Getting Started with RB2B: Onboarding Guide #1

Ready to unlock the power of website visitor identification and take your B2B marketing and sales to the next level? Let's dive into a quick and easy setup guide to get you started with RB2B in no time!

1. Sign Up and Create Your Account

Head over to the RB2B website and sign up for an account. You'll be guided through a simple registration process, where you'll provide basic information about your company and create your login credentials.

2. Install the RB2B Tracking Code

Once your account is set up, you'll receive a unique tracking code snippet. This code needs to be added to the header section of your website's HTML. If you're not comfortable editing code, don't worry! Many website platforms (like WordPress or Shopify) offer plugins or integrations that make this process a breeze.

3. Verify Installation

After adding the tracking code, visit your website and check if RB2B is successfully identifying visitors. You should see company names and other details appearing within the RB2B dashboard. If not, double-check the code installation or reach out to RB2B support for assistance.

4. Explore the Dashboard

Familiarize yourself with the RB2B dashboard. This is where you'll access all the valuable data and insights about your website visitors. Take some time to explore the different sections and features, including:

• Profiles: View detailed information about each identified visitor, including their company, job title, LinkedIn profile, and recent website activity.
• Company Data: Access comprehensive company data, such as industry, size, location, and revenue. Just click on "Details" on any profile in the RB2B dashboard

5. Connect Your CRM & Marketing Automation Tools

To truly leverage the power of RB2B, integrate it with your existing CRM and marketing automation platforms. This allows you to:

• Automatically sync leads: Push new leads directly into your CRM for seamless follow-up by your sales team.
• Trigger personalized campaigns: Use visitor data to create targeted email nurture sequences and personalized website experiences.

6. Invite Your Team

RB2B accounts come with unlimited users, so invite your entire sales and marketing teams to join! Collaboration is key to maximizing the value of RB2B's insights.

• Sales: Empower your sales reps with real-time lead data, including company info and LinkedIn profiles, for more targeted and effective outreach.
• Marketing: Gain a deeper understanding of your website visitors to create more relevant content and campaigns, and track the impact of your efforts on lead generation.

7. Start Experimenting!

Now that you're set up and your team is onboard, it's time to start exploring the full potential of RB2B. Experiment with different features like Hot Lead and Hot Page Tagging to prioritize your most valuable leads and personalize your outreach.

Remember, RB2B is an ongoing process of discovery and optimization. Continuously analyze your data, refine your strategies, and leverage the insights provided by the platform to achieve exceptional results in your B2B marketing and sales efforts.

Pro Tip: Don't hesitate to reach out to RB2B's support team or consult their extensive knowledge base if you have any questions or need assistance along the way. They're there to help you succeed!

With RB2B at your fingertips, you're well on your way to unlocking a new level of B2B lead generation and conversion success. So, what are you waiting for? Get started today!