Sales and marketing

Data-driven sales and marketing organizations are more efficient and effective at growing their business. Access to accurate, trusted, and timely information on your customers and prospects allows you to make more confident decisions about potential opportunities.

Moody's can support your firm in its validation, enrichment, and maintenance of its customer relationship management (CRM) data by providing company firmographics and analytics to provide your sales and marketing teams with the actionable insights needed to drive growth.



Optimize your customer’s journey for growth with Moody’s data

Fuel growth with enriched intelligence, predictive scoring, and strategic segmentation. 

Harness CRM-connected enrichment, ideal customer profiling, and wallet-aware scoring to unlock high-propensity targets. Deploy total addressable market (TAM) segmentation and look-alike ABM modeling to architect a go-to-market strategy that’s both expansive and surgical.


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Moody's for Salesforce

In today’s fast-paced, risk-intensive environment, business leaders need tools that simplify complexity and accelerate growth. Moody’s for Salesforce delivers just that — an integrated suite of connectors including Moody’s Orbis, NewsEdge™, and Maxsight™ bringing our high-quality data, analytics, and intelligence directly into your Salesforce workflow.

Whether you're identifying new opportunities, assessing risk, or streamlining onboarding, Moody’s for Salesforce helps you make confident decisions with speed and precision.





How we help

01 Global company data, hierarchies and analytics

Global company data, hierarchies and analytics

Moody’s can help support the cleansing, validation, enrichment, and maintenance of your first-party data by providing robust, globally standardized firmographics for your CRM accounts and leads, to help drive your go-to-market planning, sales intelligence, and growth. For banks specifically, incorporating WalletSizing® data from Vallstein, adds a crucial layer of strategic insight by providing estimated annual spend on specific goods and services for over 90 million companies worldwide, enabling targeted engagement with high-value prospects and optimizing sales strategies based on detailed financial behaviors and capacities.

Link your accounts and leads through comprehensive corporate ownership structures and branch locations for a full understanding of your customer spend and cross-sell opportunities.

02 Technographic data

Technographic data

Understand the digital profiles and domain linkage for your accounts and leads through their website, email, and IP addresses, enabling web visitor intelligence, enhancing form fill experience, lead routing, scoring, and targeting. We treat the data to make it more useful and interoperable and are channel agnostic when it comes to delivery options.

03 Near real-time news, sentiment and alerts

Near real-time news, sentiment and alerts

Notify your sales personnel of relevant news and information from reliable sources related to their accounts and leads that can be easily analyzed, and trigger sales client engagement to accelerate deals.

04 Deal data

Deal data

Get a deeper understanding of credit quality with access to quantitative ratings from Moody’s Ratings and other ratings and scores from Moody’s Analytics, including default and sentiment.


Solution features

Information on over 600 million global public and private entities with over 134 million active entities linked to corporate hierarchies, plus over 400 million related directors and managers.
Technographic digital profiles and analytics for 320+ million domains, including up to 300+ attributes and scores, and up to eight years of trends.
Annual sales and employee counts for over 162 million entities, globally standardized financial statements for over 48 million entities worldwide, plus over 2 trillion in B2B spend behavior across 45 categories.


News and views

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Data for growth: Drive sales and marketing ROI with third party data in 2026

To optimize sales and marketing return on investment (ROI) in 2026, businesses must prioritize building robust, scalable infrastructure that integrates third-party data providers with internal resources to drive useful insights.

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case study
Case study: Accelerating CRM value with Moody's apps in Salesforce in 2026

Discover how Moody's apps in Salesforce transform CRM with automated data enrichment, risk assessment, and market intelligence to accelerate sales cycles. 

Moody's
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Data for growth: Optimizing sales and marketing ROI in 2026

Learn how optimizing sales and marketing with ROI analysis and master data drives sustainable growth and better lead quality.

Moody's
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Customer intelligence, AI, and the 2025 enterprise shift

Learn why integrating artificial intelligence into customer service is key to building agile, data-driven enterprises that are ready for the future. 

Moody's
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Customer intelligence in the age of artificial intelligence (AI): From vision to operating system

Discover how AI-enhanced customer intelligence transforms business strategies with deeper insights for sales, service, product and marketing teams.

Moody's
case study
From insight to action: How a global bank expanded lead generation with Moody’s

Discover how a global bank expanded its lead generation with innovative AI and data integration, enhancing ROI and client satisfaction.

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Enriching your master data with mergers and acquisition (M&A) data

Robust information on M&A deals, including deal value, transaction details, parties involved, and the rationale behind the transactions, can enrich your master data beyond that typical starting point, and help you to maintain a more complete, trusted ‘golden record’.

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Data decay and its impact: The importance of regular data maintenance

Data decay is the gradual deterioration of data quality over time. Failing to update data regularly can have significant consequences for businesses, including targeting the wrong contacts, making decisions based on outdated information, and exposing the organization to unnecessary risks.

  • Company reference data
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A lack of data is costing sales and marketing executives

Chief Revenue Officers, Regional Sales Heads, and Chief Marketing Officers are just a few of the sales and marketing professionals who need to understand market potential across different territories and see how it informs resource allocation throughout the business.

A-Team Innovation Awards 2023: Best Entity Data Hierarchies Approach
Chartis RiskTech100® 2024: Overall #1
Chartis RiskTech100® 2024: Credit Data - Wholesale
Data Management Awards USA 2023: Best Entity Data Solution
Data Management Awards USA 2023: Best Data Analytics Provider
Data Managment Insight Awards Europe 2023: Best Entity Data Solution
Global BankTech Awards 2023: Best Reference Data Provider by a Vendor
Global BankTech Awards 2023: Best Third-Party Solution by a Vendor
Inside Market Data Awards and Inside Reference Data Awards 2023: Best Reference Data Vendor/Provider
Risk Technology Awards 2023: Credit data provider of the year

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Interested in learning more about our offerings? Our solutions specialists are ready to help.