Customer Intelligence

Deliver better prospect and customer experiences with data governance, ABM enablement, a customer data platform (CDP), and AI-driven predictive analytics - all rolled into one platform.

Take advantage of data integration and technology partners to connect all your data.

Trusted Data Governance


Contact and account intelligence relies on trusted data governance. You need persistent, unified, always up-to-date information on both people and companies that’s accessible across all systems and platforms for the entire organization.


Build, Maintain, and Validate a Contact and Account Foundation for Scale

Build a single source of truth for every unique contact and account across all tools and systems within your organization. Zylotech orchestrates and unifies data across tools and systems with both 1st party and 3rd party data. Every new lead, contact, or ad hoc data is loaded and can be run against the master data to track, dedupe, and manage at the source.

Zylotech delivers real-time data syncing across your “systems of action” to ensure ongoing clean, accurate, trusted master data.

Data CLEANsing & DEDUPing

Get better results with continuously clean, accurate data. Zylotech makes it easy to define what “good data” is, and then normalize it across all systems. Take data cleansing to the next level by standardizing fields, like text, email, and phone number formatting. Leverage business-specific reference data and a rules library to establish master governance across foundational data, as well as business-friendly UX and self-service list management, such as event attendee lists.

Identify duplicate data using advanced algorithms that catch hard to find duplicates and then merge them into a single record for comprehensive ID resolution. Zylotech enables you to dedupe both standard and custom objects using any combination of source fields — Salesforce, Marketo, or Flat files.

Zylotech’s data transformation tools save hundreds of hours in manual data cleansing and management. We give you a programmatic way to standardize data processing and, then, deliver continuously clean, accurate, usable data from any source.


Gain a single view of all leads, contacts & accounts for a complete picture regardless of where the data sits. Zylotech continuously aggregates activity data across all universal IDs for leads, contacts, and accounts to give you a complete picture of your prospects and customers.


Make all your apps and tools work together for a unified view. Zylotech helps you connect all of the data sources within your enterprise. Take advantage of more than 100 pre-built applications and databases and make your data work for you with an open and extensible API framework designed for scalability. Implement multi-directional data synchronization and maintain the most accurate and up-to-date lead, contact, and account data — without IT and developers.

Zylotech lets you seamlessly connect and provide governance for all of your data to gain better insights and decision making on strategic priorities.

Omnichannel Data Enrichment

Know Your Contacts From Every Angle for Better Engagement

Append and enrich missing or incorrect information on lead, contact, and account data across the tools in your technology stack and all sources. Zylotech eliminates the tedious process of comparing data sets between CRM, marketing automation, data warehouses, and CSV files. Leverage Zylotech’s Enrich for continuous, validated 3rd party data enrichment of lead and contact data. Simplify ongoing management and automate processes such as contact opt-in status, persistent ID management, and deduplication for a scalable, systematic approach.

Zylotech ensures that you have the most current, accurate, and useful information to engage your contacts in a more personalized way.

Lead to Account Matching

Connect the Dots Between Contacts and Accounts for Greater Productivity

Match disconnected leads and contacts to accounts in your CRM. Zylotech delivers superior, “fuzzy logic” models driven by machine learning to ensure over 95% accuracy right out of the box. Augment leads with account field information to prioritize sales lead routing, and segment and personalize marketing campaigns.

Zylotech makes it easy to connect relationships across your data and prioritize time and resources for the greatest impact.


Protect Data Privacy and Comply with Regulations with Confidence

Ensure global privacy compliance with all GDPR, CCPA, APPI, and country-specific regulations. Zylotech makes it easy to manage “opt-in” and “opt-out” statuses for marketing and sales activities from one centralized location - across all your systems so you can build more effective campaigns with confidence.

Zylotech protects your most valuable asset — your data — in a trusted, secure cloud environment.

Automated Workflows and Routing

Create Custom and Automated Workflows for Improved Efficiency

Simplify day-to-day lead, contact, and account management tasks — de-duping, merging, and more - with an easy to use, no code required console, or APIs. Zylotech enables you to push and pull select data from both objects and systems such as Salesforce, Marketo, Outreach, Zoominfo, Clearbit, etc, to ensure applications across the organization are working with the most updated, unified data.

Zylotech gives you the ability to align your go-to-market efforts, eliminate time-consuming admin tasks, and improve efficiency for faster results.