End-to-End Tutorial (B2B)

B2B Edition Tutorial Overview

This tutorial guides you through a complete end-to-end workflow using the Real-Time CDP B2B Edition.

While the overall data journey is similar to the B2C model, the B2B edition introduces concepts that are critical for account-based marketing:

  • Accounts
  • Relationships between people and those accounts

Our Goal for this Tutorial

By the end of this workflow, you will have accomplished a complete B2B use case. You will:

  • Model data for people and accounts
  • Ingest data from a B2B source
  • View the unified person and account profiles
  • Build a multi-entity audience, such as:
    “All marketing decision-makers at accounts in the technology industry.”

B2B Concepts vs. B2C

B2C
B2B
Customer is an individual
Customer is a company (Account)
Profile = Person
Profile = Person + Account relationships
Marketing to a person
Marketing to roles within accounts

The B2B Edition is specifically designed to understand and act on these complex relationships.

Prerequisites

Before you begin, ensure you have the following:

  • Access to Real-Time CDP B2B Edition
    Your organization must be licensed for the B2B Edition.

  • Appropriate Permissions
    You will need permissions to manage B2B-specific:

    • Schemas
    • Datasets
    • Profiles
    • Audiences
      Please contact your system administrator if you are unsure.
  • Access to a Development Sandbox
    It is strongly recommended that you complete this tutorial in a development sandbox.

  • Understanding of Core Concepts
    You should be familiar with the terms covered in the Core Concepts Unpacked chapter, as this tutorial builds directly on them.

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