Short answer
RB2B is positioned around identifying some website visitors at person or company level and sending real-time context to places such as Slack or a CRM. SoftSync can receive a qualified event through a verified path, preserve the source and confidence, and require a human decision before outreach.
The situation
Some visitors never fill in a form. A person-level alert can make the visit actionable, but it can also create false confidence, privacy concerns, incomplete profiles, or noise from visitors who are not buyers.
Connected workflow
- Configure the site tag and consent experience according to the rules that apply to your audience.
- Receive the RB2B event through a verified webhook, export, API, or bridge.
- Store source, timestamp, pages, region/eligibility, confidence, and any suppression state in SoftSync.
- Put the event in a review queue using records and Autopilot.
- Let a seller decide whether to create an opportunity, send a relevant message, or do nothing.
Human control and boundaries
Identification varies by geography, cookies, device, consent, and the underlying identity graph. G2 users praise fast alerts and setup while also reporting incomplete coverage and filtering limits. A name is not intent, consent, or permission to send a message.
What to measure
Measure eligible-match rate, false-positive rate, review time, signal-to-conversation rate, suppression accuracy, and the number of signals discarded as noise.
Sources and further reading
- RB2B lead generation
- RB2B contact-level identification
- RB2B company-level identification
- RB2B G2 reviews
- Independent RB2B review
FAQ
Does person-level visitor identification work for every visitor?
No. Coverage depends on the visitor, region, consent, device, and available identity signals.
Should an RB2B alert trigger an email automatically?
Not by default. Treat it as a reviewed intent signal and make the seller confirm fit and message relevance.